Program Number. 1 System Parameters SYS800 Defines system-wide parameters. 2 Chart of Accounts GLD103 Defines chart of accounts

(1)

Overview

❖

Inventory

INV Maintenance Cycle: P

INV Maintenance Cycle: Prrrrrogram Sequence & F

ogram Sequence & F

ogram Sequence & Function

unction

INV Cycle Sequence Number

Program Name Program

Number Program Function

1 System Parameters SYS800 Defines system-wide parameters 2 Chart of Accounts GLD103 Defines chart of accounts

3 Item Type INV171 Defines type of inventory (raw, finished) 4 Item Class INV160 Defines inventory form, class or category 5 Item Status Codes INV195 Defines part substitution priorities 6 Alternate Item INV180 Enables the part substitution capability

7 Item Master INV100 Defines inventory items for naming and control 8 Transaction Effects INV150 Defines the effect a transaction will have on

inventory

9 Reason Codes INV140 Defines the reason why an inventory transaction occurred

10 Item Notes INV190 Allows individual notes for each item

11 Facility Master SYS190 Creates / maintains a facility for inventory planning 12 Company Master GLD125 Defines unique business entity

13 Warehouse Master INV110 Defines the warehouses within a given facility 14 Profit Center GLD127 Defines profit center for the General Ledger 15 Location Master INV170 Defines locations within a warehouse

16 Lot Master INV130 Defines lot-specific data for the inventory tracking system

17 Container Master API140 Defines the type of container to be used in the system

(2)

Setup

❖

Inventory

INV Maintenance Cycle: K

INV Maintenance Cycle: Key P

ey P

ey Prrrrrogram F

ogram F

ogram Featur

ogram F

eatur

eatures

eatur

es

Item Master Maintenance ... INV100

Field descriptions continued from

previous page.

Demand Planning- and

Scheduling-rrrrrelated Fields

elated Fields

∇ Master scheduled: (1, a)

◊ used to identify a master scheduled item

◊ enter “M”

◊ typically items that have independent demand will use this code (e.g. finished goods and service parts)

◊ this value is only used when planning globallygloballygloballygloballyglobally instead of planning by facility

∇ Planner code: (1, a)

◊ user-defined to identify a particular planner

◊ also used to sequence the MRP exception reports

∇ Forecasted item: (1, a)…(Y, blank)

◊ “Y” (Yes) will tell the system that this is a forecasted item and is interfaced with the FOR500 Forecast Generation program

◊ “Y” (Yes) also functions as a gateway to pass forecasted information into the master schedule which will update the KMR file (FOR540)

∇ Discrete: (1, a)…(Y, blank)

◊ “Y” (Yes) will tell the Forecast Generation program (FOR510) to round all quantities to whole numbers

∇ Horizon days: (3, 0)

◊ used to establish a window of time when the

(3)

Setup

❖

Inventory

Location Master Maintenance ... INV170

INV Maintenance Cycle: K

INV Maintenance Cycle: Key P

ey P

ey Prrrrrogram F

ogram F

ogram Featur

ogram F

eatur

eatures

eatur

es

Field descriptions continued from

previous page.

Field Definitions

∇ Allocatable?: (1, a)

◊ enter a “Y” if you want the system to consider the inventory in this location to be automatically allocated

◊ if you enter an “N” the inventory can be “manually” allocated as long as the warehouse is defined as allocatable in the Warehouse Maintenance program (INV110)

∇ Location usage: (1, 0) ◊ enter a “0” or a “1”

◊ if you enter a “0” you are telling the system that this location is a “forced”

location; this means that the system will only consider this location in the picking search for inventory

…cont. from the previous page

The field to the

left will control

the material

allocation logic.

(4)

Processing

❖

Inventory

Lot Status Processing Table ... INV130

System P

System Prrrrrocessing by Lot Status

ocessing by Lot Status

The following table demonstrates

how the system will function based

on the status of each individual lot.

Y = Processing allowed, no override O = Processing allowed with override N = Processing not allowed

Lot Status

A

C

E

H

Q

R

V

Z

Transactions Opening balance Y Y Y Y Y Y N N Receipts Y Y Y Y Y Y N N Adjustments Y Y Y Y Y Y N N Issues Y O N N O N N N Allocations Auto-allocate Y N N N N N N N Manually allocate Y O N O O O N N Multi-issues Y N N N O N N N

(5)

Inquiries

❖

Inventory

Material P

Material Prrrrrocessing Options

ocessing Options

F1 F16 F21 F10 F20 F12 F14 F19 F17 F15

Common Function Keys: F3 ... Exit

F5 ... Restart / Refresh Screen

F8 ... Roll Forward F24 ... More Keys

(6)

Processing

❖

Inventory

Physical Inventor

Physical Inventory Sub-system: P

y Sub-system: P

y Sub-system: Prrrrrogram F

ogram F

ogram Featur

ogram F

eatur

eatures

es

Physical Inventory Tag Maintenance ... INV600

This program maintains physical inventory tag

numbers and opening balance quantities.

Physical inventory tags can be established

separately by warehouse or together for all

warehouses. This depends on the “Start Tag

Numbers at One for Each Warehouse?” field

in Inventory System Parameters (SYS800-13).

Setting physical inventory tags by warehouse

creates a separate set of tag numbers

for each warehouse.

When you run the Physical Inventory Post program

(INV650), the opening balance is updated to the

quantity entered in this program, which in turn

calculates the new on-hand balance.

Field Definitions

∇ Warehouse: (2, a)

◊ input the code of the warehouse in which the item is found (the item for which the tag is being

maintained)

∇ Tag number: (7, 0)

◊ input the number of the tag being maintained

◊ if adding a new tag, you may assign the tag number yourself (Manual Add), or let the system assign a tag number (Regular Add)

◊ this field is not displayed if using CREATE mode; in that case, BPCS assigns tag numbers

automatically in sequential order based upon the system parameter “Start Tag Numbers at One for Each Warehouse?”