Overview Inventory INV Maintenance Cycle: Program Sequence & Function 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 INV. 41
Setup Inventory INV Maintenance Cycle: Key Program Featur eatures es Item Master Maintenance...INV100 Field descriptions continued from previous page. Demand Planning- and Schedulingrelated 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 globally 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 master schedule is frozen continued on the next page INV. 107
Setup Inventory INV Maintenance Cycle: Key Program Featur eatures es Location Master Maintenance... INV170 Field descriptions continued from previous page. Field Definitions cont. from the previous page 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 The field to the left will control the material allocation logic. INV. 199
Processing Inventory System Processing by Lot Status Lot Status Processing Table... INV130 The following table demonstrates how the system will function based on the status of each individual lot. Lot Status A C E H Q R V Z Transactions Allocations 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 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 Y = Processing allowed, no override O = Processing allowed with override N = Processing not allowed INV. 243
Inquiries Inventory Material Processing Options F21 F1 F10 F20 F12 F19 F14 F17 F16 F15 Common Function Keys: F3... Exit F5... Restart / Refresh Screen F8... Roll Forward F24... More Keys INV. 273
Processing Inventory Physical Inventory Sub-system: Program Featur 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? You may not have the same set of information for two tag numbers. This means that BPCS does not allow you to set up tags for a duplicate location. INV. 333