User Manual 2.3/Warehouse Management
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Contents |
Transactions
Physical Inventory
| Create and edit inventory counts and update your stock quantities.
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.
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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. |
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. |
Goods Movements
| Create and edit internal inventory movements among warehouses and storage bins. |  |
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 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. |
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. |
Bill of Materials Production
| Create and run production processes using the previously defined bills of materials. |  |
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. |
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. |
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. |
Incoming Shipment
| Create and manage goods shipments from our vendors |  |
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 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. |
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. |
Create Average Costs
| Edit average costs for your products by calculating them periodically. |  |
Goods Transaction
| View all goods transactions carried out in the application.
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Incoterm
| Create international commercial terms (Incoterms) to be used in sales transactions.
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Setup
Warehouse and Storage Bins
| Create warehouses and organize them using storage bins. |  |
Bin Contents
View the stored products of a selected storage bin.
Product Transactions
View all products transactions related to the selected warehouse.
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. |
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. |
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: |
Storage Bin Type
| Define storage bin types to better organize your warehouse and inventory.
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Shipping Company
| Create shipping companies and define freight costs to be used in products logistics. |  |
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. |
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 |
Freight Category
| Define freight categories to be used by shippers.
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Print Labels
Print labels according to your needs.
Analysis Tools
Price Adjustments Report
Create a report showing price adjustments that are valid for a specified time period.
Shipping Company Report
View the relationship between shipments and shipping companies making those shipments.
Traceability Report
Create a report showing the lifecycle of a selected product.
Warehouse Movements Report
Create a report showing warehouse movements of goods for a specified time period.
Warehouse Control Report
Create a report showing the products movements from different application transactions.
Customer Stock Report
Create a report showing the actual stock of selected products, grouped by product category.
Stock Valuation Report
Create a report showing the value of stocked products.
Product Movements Report
Create a report showing product movement details for a specified time period.
Stock Report
Create a stock report for a concrete date.
Warehouse Detailed Inventory
Create a report showing the in-out movements related to a product and business partner.
Production Report
Create a report showing what has been produced.
Category: User