9.07. Inventory Processes

Merge Attribute Set Instance

The Merge Attribute Set Instance process, located in the Material Management menu, is used to merge instances for products with the same attribute set.

• Product - select the product for which instances will be merged;

• Attribute Set Instance - select the attribute set for which instances will be merged;

Storage Cleanup

The Storage Cleanup process, located in the Material Management menu, is used to balance positive/negative inventory differences from one locator to another. This is done by balancing the differences between locators in the same warehouse or instances in the same locator, using an "Inventory Move" document that is automatically generated at the end of the process.

• Organization - select the organization for which the storage cleanup will be executed;

• Warehouse - select the warehouse where the storage cleanup will be executed;

• Document Type - select a sub-type for the base document type: "Material Movement", used by the process. Details in Document Types.

Storage Batch/Lot Cleanup

The Storage Batch/Lot Cleanup process, located in the Material Management menu, fixes negative quantities from same cell, creating an inventory move between instances with positive and negative quantities. Only applies to articles with Batch / Lot costing level.

• Warehouse, Organization, Product, Locator - selection filters used to determine the instances for which storage cleanup will be done;

• Document Type - select a sub-type for the base document type: "Material Movement", used by the process. Details in Document Types;

• Document Action - select a document action to determine the status for the inventory move.

Generate Inventory Move

The Generate Inventory Move process located in the Material Management process, is used to generate an inventory move for all the products within a source locator, to a destination locator.

• Organization - select the organization where the inventory move is generated;

• Src Warehouse, Src Locator - select the source locator;

• Dest Warehouse, Dest Locator - select the destination locator;

• Document Type - select a sub-type for the base document type: "Material Movement", used by the process. Details in Document Types;

• Document Action - select a document action to determine the status for the inventory move.

The Generate Inventory Move process will generate an inventory move for all the products within a source locator, to a destination locator, within the user's warehouse.

The Generate Inventory Moves - Batch process will generate an inventory move for all the products within a source locator, to a destination locator, within a warehouse.

Verify Reserved/Ordered Qty

The Verify Reserved/Ordered Qty process, located in the Material Management menu, synchronizes the quantities reserved/ordered for stock with reserved quantities on orders. It is also useful for situations when the reserved/ordered quantity < 0, in which case the values will be nullified.

• Warehouse, Product - selection filters used to determine the products verified;

• Quantity Reserved - the reserved quantity will be verified/updated;

• Quantity Ordered - the ordered quantity will be verified/updated;

• Simulation - quantities will only be verified, not updated;

Inventory Batch Process

Based on the selection criteria, the inventory are processed using the document action selected. .

• Document Type - select a sub-type for the base document type: "Material Physical Inventory" for which batch processing will be done. Details in Document Types;

• Document Status - only documents with this status will be processed;

• Movement Date (interval) - only documents with their movement date belonging to this interval will be processed.

• Document Action - select a document action to determine the status for the document. Make sure that the document action is valid for the selected document type and status.

Validate Product - Locator allocation

The Validate Product - Locator allocation process, located in the Material Management process, check product - locator allocations defined for a Shelf Warehouse:

• only displays products marked with Used on HH;

• verifies for every product if it is allocated to a base locator (0-0-0) within a warehouse - prints products with no allocation defined;

• verifies for every product if it is allocated to a single "shelf" - displays products which have no or multiple allocations.

• Warehouse - select the warehouse for which allocations are verified;

• In Stock - only products with stock > 0 are verified

• EMail Address - enter an email address where the results will be sent;

Update Std Price on Internal Material Receipt

The Update Std Price on Internal Material Receipt process, located in the Material Management menu, is used to update the standard price on internal material receipts generated from production orders:

• Accounting Schema - used to determine the standard price;

• Document No, Document Type, Warehouse, Account Date (interval) - selection filters for internal material receipts;

Product UOM Convert

Process is not implemented in the current SocrateCloud version.