1. Define Location
Set up and name a location for your organization
Navigation: Inventory > Setup > Organizations > Locations
Screen: Locations
| Field Name | Remarks |
| Name | XX-LOCATION |
| Description | XX Location |
| | Stay on Address Details Tab |
| Address Style | United States |
| Address | Location Address window opens.. |
| Address Line 1 | 123 MAIN STREET |
| Address Line 2 | |
| Address Line 3 | |
| City | Select: Atlanta |
| State | GA |
| Zip Code | 30010 |
| County | Select: Fulton |
| Country | Select: United States |
| Telephone | |
| | Click on OK. Go to Shipping Details Tab |
| Ship-to Location | XX-LOCATION |
| Ship-to Site | Check the box |
| Bill-to Site | Check the box |
| Office Site | Check the box |
| Internal Site | Check the box |
| Receiving Site | Check the box |
Click on the Save icon.
2. Define Organization
Set up and name your organization for your team
Navigation: Inventory > Setup > Organizations > Organizations > Click on “New”
Screen: Organization
| Field Name | Remarks |
| Name | XX-ORG |
| Type | Plant |
| Field Name | Remarks |
| Dates From | Use the Default |
| Dates To | Leave Blank |
| Location | XX-LOCATION |
| Internal or External | Internal |
| Location Address | Use the Default |
| Internal Address | Leave Blank |
| | Click on the Save icon. |
| Organization Classifications | |
| Name | Inventory Organization ( Enter or Choose from the LOV) |
| Enabled | Click the Check Box |
| | Click on the Save icon. |
| | With cursor in Name Click on Others button |
| | Select Accounting Information |
| | Click on OK then press tab |
| Accounting Information | |
| Set of Books | Vision Operations (USA) |
| Legal Entity | Vision Operations |
| Operating Unit | Vision Operations |
| | Click on OK Click on OK |
| | Click on Save icon |
| | Click on Others button |
| | Select Inventory Information |
| | Stay on the Inventory Parameters tab |
| Field Name | Remarks |
| Organization Code | XX |
| Master Organization | Vision Operations |
| Calendar | XX-CAL |
| Process Enabled | Do not check the box |
| Demand Class | |
| Move Order Timeout Period | 60 |
| Move Order Timeout Action | Approve Automatically |
| Allow Negative Balances | Check the Box |
| Locator Control | Determined at Sub Inventory level |
| | Go to Costing Information Tab |
| Costing Information | |
| Costing Organization | Display - Cannot be changed |
| Costing Method | Average |
| Rates Cost Type | |
| Transfer to GL | Summary |
| Reverse Encumbrance | Do not check the box |
| Default Material Sub-Element | |
| Valuation Accounts | |
| Material | 01-000-1410-0000-000 |
| Outside Processing | 01-000-1450-0000-000 |
| Material Overhead | 01-000-1420-0000-000 |
| Overhead | 01-000-1430-0000-000 |
| Resource | 01-000-1440-0000-000 |
| Expense | 01-520-7530-0000-000 |
| | Go to Revision, Lot, Serial tab |
| Starting Revision | A |
| Lot Control: Uniqueness | Across items |
| Lot Control: Generation | At item level |
| Zero Pad Suffix | Do not check the box |
| Lot Control: Prefix | LOT# |
| Lot Control: Total Length | 30 |
| Serial Control: Uniqueness | Within Inventory Items |
| Serial Control: Generation | At Organization Level |
| Serial Control: Prefix | SER# |
| Serial Control: Starting Number | 1000 |
| | Go to ATP, Pick, Item Sourcing tab |
| ATP, Pick, Item Sourcing | |
| ATP Defaults Rule | Total ATP, No DC |
| Picking Defaults Rule | RevSub |
| Picking Defaults: Subinventory Order | |
| Picking Defaults: Locator Order | |
| Item Sourcing Detail: Type | Supplier |
| Item Sourcing Detail: Org | |
| Item Sourcing Detail: Subinv | |
| | Go to Inter-org Information tab |
| Inter-org Information | |
| Inter-org Transfer Charge | Check the radio button “Predefined Percent” |
| Predefined Percent | 10 |
| Inter-org Transfer Accounts | |
| Transfer Credit | 01-520-5290-0000-000 |
| Purchase Price Variance | 01-520-5210-0000-000 |
| Receivable | 01-000-1810-0000-000 |
| Payable | 01-520-2370-0000-000 |
| Intransit Inventory | 01-000-1460-0000-000 |
| | Go to Other Accounts Tab |
| Other Accounts | |
| Invoice Price Variance | 01-520-5220-0000-000 |
| Accounts Payable Accrual | 01-000-2220-0000-000 |
| Encumbrance | |
| Profit and Loss Accounts | |
| Sales | 01-520-4110-0000-000 |
| Cost of Goods Sold | 01-520-5110-0000-000 |
· Click on the Save icon
· Close the window
· Click on the Others Button
· Select Receiving Information
| Field Name | Remarks |
| Receipt Date: | |
| Days Early | 5 |
| Days Late | 5 |
| Action | Warning |
| Over Receipt Controls: | |
| Tolerance | 5 |
| Action | Warning |
| Miscellaneous: | |
| Allow Substitute Receipts | Check the Box |
| Allow Unordered Receipts | Check the Box |
| Allow Express Transactions | Check the Box |
| Allow Cascade Transactions | Check the Box |
| Allow Blind Receiving | Do not check the Box |
| Receipt Routing | Standard Receipt |
| Enforce Ship-To | Warning |
| ASN Control Action | Warning |
| Receipt Number Options: | |
| Action | Automatic |
| Type | Numeric |
| Next Receipt Number | 1001 |
| Receiving Inventory Account | 01-000-1410-0000-000 |
| | Click on the Save icon |
| | Close the Receiving Options Window |
| | Close the Organizations window. |
3. Attach Organization at Location Definition
Tie the Location to the Organization
Navigation: Inventory > Setup > Organizations > Locations
Screen: Location
Steps:
| Field Name | Remarks |
| | Enter Query (F11) |
| Location | Enter “XX-LOCATION” |
| | Execute Query (CTRL F11) |
| | Go to Other Details tab |
| Inventory Organization | XX ( Enter or Pick the value from LOV) |
| | Click on Save icon |
4. Define Subinventories
You define one or more subinventories for each inventory organization. A Subinventory is a physical or logical grouping of your inventory, such as raw material, finished goods, defective material, or a freezer compartment.
Navigation: Inventory > Setup > Organizations > Subinventories Choose Organization (M1)
Screen: Subinventories (M1)
Define two Sub inventories named XX-STORESand XX-SHOP
| Field Name | Remarks |
| | Inventory > Setup > Organizations > Subinventories |
| | Choose Organization “M1” from the List of values if asked. |
| | Click on New |
| Name | XX-STORES |
| Description | XX Stores |
| Quantity Tracked | Check the Box |
| Asset Subinventory | Check the Box |
| Depreciable | Check the Box |
| Include in ATP | Check the Box |
| Allow Reservation | Check the Box |
| Nettable | Check the Box |
| Locator Control | Item Level |
| Picking Order | |
| Inactive On | |
| | Click on Save icon |
| Field Name | Remarks |
| | Inventory > Setup > Organizations > Subinventories |
| | Choose Organization “M1” from the List of values if asked. |
| | Click on New |
| Name | XX-SHOP |
| Description | XX Shop Floor |
| Quantity Tracked | Check the Box |
| Asset Subinventory | Check the Box |
| Depreciable | Check the Box |
| Include in ATP | Check the Box |
| Allow Reservation | Do not check the Box |
| Nettable | Check the Box |
| Locator Control | None |
| Picking Order | |
| Inactive On | |
| | Click on Save icon |
5. Define Stock Locators
Locators are optional structures within subinventories. Locators may represent rows, aisles, or bins in warehouses. You can receive items directly into and ship items directly from locators.
Navigation: Inventory > Setup > Organizations > Stock Locators
Screen: Stock Locators
| Field Name | Remarks |
| | Click on the New Button |
| | Click on the LOV |
| Row | XX First Row |
| Rack | XX First Rack |
| Bin | XX Fifth Bin |
| Project | Leave it blank |
| Task | Leave it blank |
| Description | XX Stock Locator |
| Type | Pick the Value “Storage locator” from LOV |
| Status | Active |
| Subinventory | Choose from the LOV “XX – Stores” |
| Picking order | Leave it blank |
| Inactive On | Leave it blank |
| | Click on Save icon |
| | |
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