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ERP 2.50:User Manual/Warehouse Management

Contents

Transactions

IconAutoForm.png Physical Inventory

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Create and edit inventory counts and update your stock quantities.

What is a Physical Inventory?

Physical Inventory is defined as the process of manually counting stock at a specific date and time. Companies may conduct physical inventory to get a count, test the condition of materials, and confirm data as given by statistics on hand.

Keep in Mind:

Tab23.png Header

Create an inventory count to update your stock quantities.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Activity:A distinct activity defined and used in activity based management.
Client:Client for this installation.
Create Inventory Count List :Create Inventory Count List
Description:A space to write additional related information.
Movement Date:Date a product was moved in or out of inventory
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Perpetual Inventory:Rules for generating physical inventory
Phys.Inventory:Parameters for a Physical Inventory
Posted:An accounting status noting if a specified transaction was added to the general ledger.
Process Inventory Count :Process Inventory count and update Inventory
Processed:A confirmation that the associated documents or requests are processed.
Project:A defined task or undertaking
Sales Campaign:An advertising effort aimed at increasing sales.
Trx Organization:The organization which performs or initiates the transaction.
Update Quantity:The Book Quantity is updated with current book quantity
Warehouse / Service Point:The location where products arrive to or are sent from.
1st Dimensinon:A display of optional elements that are previously defined for this account combination.
2nd Dimension:A display of optional elements that are previously defined for this account combination.

Tab23.png Lines

Add or edit individual products to be included in the inventory count.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Attribute Set Value:An attribute associated with a product as part of an attribute set.
Client:Client for this installation.
Description:A space to write additional related information.
Line No.:A line stating the position of this request in the document.
Order Quantity:The number of a certain item involved in the transaction, shown in units which differ from the standard UOM.
Order UOM:The unit of measure being used for the request.
Organization:Organizational entity within client
Physical Inventory Line:A statement displaying one item in the physical inventory list.
Phys.Inventory:Parameters for a Physical Inventory
Product:An item produced by a process.
Quantity book:Book Quantity
Quantity count:Counted Quantity
Quantity order book:Quantity order book
Storage Bin:A set of coordinates (x, y, z) which help locate an item in a warehouse.
UOM:A non monetary unit of measure.

IconAutoForm.png Goods Movements

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Create and edit internal inventory movements among warehouses and storage bins.

Keep in Mind:

Tab23.png Header

Create and edit inventory internal movements.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Activity:A distinct activity defined and used in activity based management.
Client:Client for this installation.
Description:A space to write additional related information.
Document No.:An often automatically generated identifier for all documents.
Move a Storage Bin:
Movement:Movement of Inventory
Movement Date:The date that a certain item is moved from one location to another.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Posted:An accounting status noting if a specified transaction was added to the general ledger.
Process Movements:Process Inventory Movements
Processed:A confirmation that the associated documents or requests are processed.
Project:A defined task or undertaking
Sales Campaign:An advertising effort aimed at increasing sales.
Trx Organization:The organization which performs or initiates the transaction.
1st Dimension:A display of optional elements that are previously defined for this account combination.
2nd Dimension:A display of optional elements that are previously defined for this account combination.

Tab23.png Lines

Add products and quantities for a specific goods movement. Each line represents one particular product.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Attribute Set Value:An attribute associated with a product as part of an attribute set.
Client:Client for this installation.
Description:A space to write additional related information.
Line No.:A line stating the position of this request in the document.
Locator To:Location inventory is moved to
Movement:Movement of Inventory
Movement Line:An often automatically generated identifier for a movement line.
Movement Quantity:The number of items being moved from one location to another.
Order Quantity:The number of a certain item involved in the transaction, shown in units which differ from the standard UOM.
Order UOM:The unit of measure being used for the request.
Organization:Organizational entity within client
Product:An item produced by a process.
Storage Bin:A set of coordinates (x, y, z) which help locate an item in a warehouse.
UOM:A non monetary unit of measure.

IconAutoForm.png Bill of Materials Production

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Create and run production processes using the previously defined bills of materials.

Tab23.png BOM Production

Create production processes to run using the previously defined bills of materials.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Activity:A distinct activity defined and used in activity based management.
Client:Client for this installation.
Create/Post Production:Create production lines, if not created - otherwise process the production
Description:A space to write additional related information.
Movement Date:The date that a certain item is moved from one location to another.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Posted:An accounting status noting if a specified transaction was added to the general ledger.
Processed:A confirmation that the associated documents or requests are processed.
Production:An indication that an item is being used in production.
Project:A defined task or undertaking
Records created:
Sales Campaign:An advertising effort aimed at increasing sales.
Sales Transaction:An indication that a transfer of goods and money between business partners is occurring.
Trx Organization:The organization which performs or initiates the transaction.
1st Dimension:A display of optional elements that are previously defined for this account combination.
2nd Dimension:A display of optional elements that are previously defined for this account combination.

Tab23.png Production Plan

Add bills of materials to be produced in a specified production plan.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Description:A space to write additional related information.
Line No.:A line stating the position of this request in the document.
Organization:Organizational entity within client
Product:An item produced by a process.
Production:An indication that an item is being used in production.
Production Plan:The proposal for a how production will be carried out.
Production Quantity:Quantity of products to produce
Storage Bin:A set of coordinates (x, y, z) which help locate an item in a warehouse.

Tab23.png I/O Products

Create and edit the products that are going to be used in the production

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Attribute Set Value:An attribute associated with a product as part of an attribute set.
Client:Client for this installation.
Description:A space to write additional related information.
Line No.:A line stating the position of this request in the document.
Movement Quantity:The number of items being moved from one location to another.
Order Quantity:The number of a certain item involved in the transaction, shown in units which differ from the standard UOM.
Order UOM:The unit of measure being used for the request.
Organization:Organizational entity within client
Print Labels:
Product:An item produced by a process.
Production Line:A statement displaying one item or action in the application.
Production Plan:The proposal for a how production will be carried out.
Storage Bin:A set of coordinates (x, y, z) which help locate an item in a warehouse.
UOM:A non monetary unit of measure.

IconAutoForm.png Incoming Shipment

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Create and manage goods shipments from our vendors

Tab23.png Header

Enter Receipts and Vendor Returns where islogistic='Y'

Fields:

Accounting Date:The date this transaction is recorded in the general ledger.
Active:A flag indicating whether this record is available for use or de-activated.
Activity:A distinct activity defined and used in activity based management.
Business Partner :Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Calculate Freight Amount:
Charge:A cost or expense incurred during business activity.
Charge amount:The amount of a cost or expense incurred during business activity.
Client:Client for this installation.
Company Agent:Purchase or Company Agent
Create From Multiple:
Create Lines from:An addition of statements from pre-existing documents.
Date printed:Date the document was printed.
Delivery Location:The specific place or address an order will be shipped to or carried out from.
Delivery Method:The desired means of getting requested goods to a business partner.
Delivery Rule:A definition stating when a specific delivery will occur.
Description:A space to write additional related information.
Document No.:An often automatically generated identifier for all documents.
Document Status:A specified position resulting from processes which have/have not been executed.
Document Type:A value defining what sequence and process setup are used to handle this document.
Freight Amount:The charge amount for a specified shipment.
Freight Category:A classification used to help calculate shipping company freight amounts.
Freight Cost Rule:The calculation method used when charging freight.
Generate Invoice from Receipt:Create and process Invoice from this receipt. The receipt should be correct and completed.
Invoice:A document listing products, quantities and prices, payment terms, etc.
Logistic:
Movement Date:The date that a certain item is moved from one location to another.
Movement Type:The type of a certain item being moved from one location to another.
Number of Packages:The number of packages being shipped.
Order Date:The time listed on the order.
Order Reference:A reference or document order number as listed in business partner application.
Organization:Organizational entity within client
Partner Address:Identifies the (ship from) address for this Business Partner
Pick Date:Date/Time when picked for Shipment
Posted:An accounting status noting if a specified transaction was added to the general ledger.
Print:A reference stating whether or not the document has been printed at any time in the past.
Priority:A defined level of importance or precedence.
Process Shipment :Process Shipment (Update Inventory)
Process Shipment :Process Shipment (Update Inventory)
Processed:A confirmation that the associated documents or requests are processed.
Project:A defined task or undertaking
Purchase Order:Purchase Order
Sales Campaign:An advertising effort aimed at increasing sales.
Sales Transaction:An indication that a transfer of goods and money between business partners is occurring.
Send EMail:Enable sending Document EMail
Ship Date:Shipment Date/Time
Shipment/Receipt:The document number for identifying an act of sending or receiving goods.
Shipping Company:The name of the company making the shipment.
Tracking No:Number to track the shipment
Trx Organization:The organization which performs or initiates the transaction.
Update Attributes from Shipment:Update attributes from shipment
User/Contact:An acquaintance to reach for information related to the business partner.
Warehouse / Service Point:The location where products arrive to or are sent from.
1st Dimensinon:A display of optional elements that are previously defined for this account combination.
2nd Dimension:A display of optional elements that are previously defined for this account combination.

Tab23.png Lines

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Attribute Set Value:An attribute associated with a product as part of an attribute set.
Client:Client for this installation.
Description:A space to write additional related information.
Description Only:if true, the line is just description and no transaction
Line No.:A line stating the position of this request in the document.
Lot:A group of identical or similar items organized and placed into inventory under one number.
Movement Quantity:The number of items being moved from one location to another.
Order Quantity:The number of a certain item involved in the transaction, shown in units which differ from the standard UOM.
Order UOM:The unit of measure being used for the request.
Organization:Organizational entity within client
Product:An item produced by a process.
Purchase Order Line:Purchase Order Line
Re-invoice:An indication that a transaction may be invoiced to a business partner.
Serial No.:An attribute used as a unique identifier for a product.
Shipment/Receipt:The document number for identifying an act of sending or receiving goods.
Shipment/Receipt Line:A statement displaying one item, charge, or movement in a shipment/receipt.
Storage Bin:A set of coordinates (x, y, z) which help locate an item in a warehouse.
UOM:A non monetary unit of measure.

IconProcess.png Create Average Costs

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Using the previous raw material receipts, calculates its medium cost.

The product price of each receipt is calculated based on the on the product price in the purchase invoice. If the invoice does not exist the price of the purchase order is used, if the order neither exists the price list of the provider is used. If none of these criterias exist, a warning is generated and the previous cost is used.


Note: Periodically, costs should be set as "Permanent" (in Master Data Management || Product || Product >> Costing tab) to not be affected by this process.

IconAutoForm.png Goods Transaction

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View all goods transactions carried out in the application.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Attribute Set Value:An attribute associated with a product as part of an attribute set.
Client:Client for this installation.
Inventory Transaction:
Movement Date:The date that a certain item is moved from one location to another.
Movement Line:An often automatically generated identifier for a movement line.
Movement Quantity:The number of items being moved from one location to another.
Movement Type:The type of a certain item being moved from one location to another.
Order Quantity:The number of a certain item involved in the transaction, shown in units which differ from the standard UOM.
Order UOM:The unit of measure being used for the request.
Organization:Organizational entity within client.
Physical Inventory Line:A statement displaying one item in the physical inventory list.
Product: An item produced by a process.
Production Line: A statement displaying one item or action in the application.
Project Issue: Project Issues (Material, Labor)
Shipment/Receipt Line: A statement displaying one item, charge, or movement in a shipment/receipt.
Storage Bin:A set of coordinates (x, y, z) which help locate an item in a warehouse.
UOM:A non monetary unit of measure.

IconAutoForm.png Incoterm

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Create international commercial terms (Incoterms) to be used in sales transactions.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Description:A space to write additional related information.
Description Required:
For Delivery:
Incoterms:
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client

Setup

IconAutoForm.png Warehouse and Storage Bins

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Create warehouses and organize them using storage bins.

Tab23.png Bin Contents

View the stored products of a selected storage bin.

Tab23.png Product Transactions

View all products transactions related to the selected warehouse.

Tab23.png Shipment Routing

Create shipment routes for the selected warehouse.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Business Partner :Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Client:Client for this installation.
Organization:Organizational entity within client
Sequence:The order of records in a specified document.
Warehouse / Service Point:The location where products arrive to or are sent from.

Tab23.png Storage Bin

Create storage bins for a selected warehouse.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Aisle (X):X dimension, e.g., Aisle
Bin (Y):Y dimension, e.g., Bin
Client:Client for this installation.
Default:A value that is shown whenever a record is created.
Invoicing type:
Level (Z):Z dimension, e.g., Level
Organization:Organizational entity within client
Relative Priority:Where inventory should be picked from first
Search Key:A fast method for finding a particular record.
Size multiplier:
Storage Bin:A set of coordinates (x, y, z) which help locate an item in a warehouse.
Warehouse / Service Point:The location where products arrive to or are sent from.

Tab23.png Warehouse

Create warehouses for your organizations.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Description:A space to write additional related information.
Element Separator:Element Separator
From DocumentNo:From DocumentNo
Is Shipper:Is Shipper
Location / Address:A specific place or residence.
Locator units per pallet:
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Search Key:A fast method for finding a particular record.
Shipper code:Shipper code
To DocumentNo:To DocumentNo
Warehouse / Service Point:The location where products arrive to or are sent from.
Warehouse_Size:

IconAutoForm.png Storage Bin Type

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Define storage bin types to better organize your warehouse and inventory.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Description:A space to write additional related information.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Size multiplier:

IconAutoForm.png Shipping Company

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Create shipping companies and define freight costs to be used in products logistics.

Tab23.png Freight

Define freights to be used for a specified shipper.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Country:A state or a nation.
Currency:An accepted medium of monetary exchange that may vary across countries.
Destination Country:The country receiving a shipment
Destination State/Province:The state/province inside of a country receiving the shipment.
Freight:Freight Rate
Freight Amount:The charge amount for a specified shipment.
Freight Category:A classification used to help calculate shipping company freight amounts.
Freight Unit:Freight Unit
Line round:Line round
Organization:Organizational entity within client
Price:The cost or value of a good or service.
Qty from:Qty from
Region:An area of a specific country.
Shipping Company:The name of the company making the shipment.
To Quantity:A parameter stating the highest possible quantity of a specified request.
Total Round:Total Round
Valid from Date:A parameter stating the starting time of a specified request.

Tab23.png Shipping Company

Create shippers to be used in other application transactions.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Business Partner :Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Client:Client for this installation.
Description:A space to write additional related information.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Shipping Company:The name of the company making the shipment.
Tracking URL:URL of the shipper to track shipments

IconAutoForm.png Freight Category

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Define freight categories to be used by shippers.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Description:A space to write additional related information.
Freight Category:A classification used to help calculate shipping company freight amounts.
Freight Unit:Freight Unit
Help/Comment:A comment that adds additional information to help users work with fields.
Line round:Line round
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Search Key:A fast method for finding a particular record.
Total Round:Total Round

IconProcess.png Print Labels

Print labels according to your needs.

Analysis Tools

IconReport.png Price Adjustments Report

Create a report showing price adjustments that are valid for a specified time period.

IconReport.png Shipping Company Report

View the relationship between shipments and shipping companies making those shipments.

IconReport.png Traceability Report

Create a report showing the lifecycle of a selected product.

IconReport.png Warehouse Movements Report

Create a report showing warehouse movements of goods for a specified time period.

IconReport.png Warehouse Control Report

Create a report showing the products movements from different application transactions.

IconReport.png Customer Stock Report

Create a report showing the actual stock of selected products, grouped by product category.

IconReport.png Stock Valuation Report

Create a report showing the value of stocked products.

IconReport.png Product Movements Report

Create a report showing product movement details for a specified time period.

IconReport.png Stock Report

Create a stock report for a concrete date.

IconReport.png Warehouse Detailed Inventory

Create a report showing the in-out movements related to a product and business partner.

IconReport.png Production Report

Create a report showing what has been produced.

IconReport.png Report Pareto Product

This report has two different purposes:

First of them is to developing a report that classifies the products into three classes (A, B or C) depending on a concrete conditions selected by the user (Average Cost in this case) following the rationale for a Pareto report.

The second one is to update one property in the product following the same criteria so it could be used as filtering condition in the Create Inventory Count List process.

Retrieved from "http://wiki.openbravo.com/wiki/ERP_2.50:User_Manual/Warehouse_Management"

This page has been accessed 17,182 times. This page was last modified on 5 September 2011, at 11:01. Content is available under Creative Commons Attribution-ShareAlike 2.5 Spain License.