IM0000 Inventory Management Package Overview 4

Startup

 

Setup Procedure

 In order to begin using the Inventory Management system, the following steps must be completed after Company Setup and the Inventory Files have been initialized through the File Utilities application.  For extensive descriptions for each of the following applications, please refer to the specific chapters in the rest of this manual.

 The applications section in this manual may be used to obtain specific information on each application.  The file load sheets contained in each of these sections may assist in accumulating and loading data.

1. The I/M control data must be entered through the I/M Setup application in the Util_setup pull down window.

2. Enter valid inventory locations using Location File Maintenance application.

3. Enter valid product categories using Product Category File Maintenance application.   

4. Enter valid material cost types using Material Cost Type File Maintenance application.

5. Enter valid material cost type/location accounts using Material Cost Type/Loc File Maintenance application.

6. Enter valid buyer/analyst codes using Buyer/Analyst Code File Maintenance application.

7. Enter the valid accounts using I/M Account File Maintenance application.

8. Enter the valid I/M items using Item File Maintenance application.

9. If you have inventory at more than one location you will need to enter this inventory via the Location Control File.

10.  Enter the valid Kit Items with their designated components in Kit File Maintenance application.

11.  Run the Freeze Inventory application to take a snapshot of beginning inventory quantities, costs and value of inventory.

12.  Run Frozen Stock Status Report to generate totals to be posted to G/L for the value of beginning inventory.

13.  If you are using LIFO or FIFO cost method, initialize the layer file using Initialize LIFO/FIFO File application or enter zero quantity on hand when loading inventory items and enter actual layers through receipts in the Inventory Transaction Processing application.

The above steps will load the system with the necessary information to process the past open item and future open item transactions.


ALLOCATING QUANTITIES

 Item quantity amounts are stored in four (4) fields on the Inventory Management Item File and Inventory Location File: quantity on-hand, quantity allocated, quantity on-order, and quantity back-ordered.  The term "quantity allocated" refers to the portion of that item that is promised to (or "allocated" to) customer or shop orders.

Multiple programs throughout the Elliott system update the quantity allocated field.  Those programs will function differently depending on which Elliott modules are installed, and various flag settings in those packages.  The following pages provide examples of how allocations occur under certain settings.


ALLOCATION EXAMPLES

 The table and examples shown below illustrate various combinations of Elliott modules and flag settings, which affect quantity allocations and on-hand amounts.  Use the table to find your corresponding flag settings, and then refer to that numbered example for a detailed description of the process.

 

 

 

 

Is

COP

in

use

 

 

 

Is

BOMP

in

use

 

 

 

Inc

WIP*

 

 

 

Is

SFC

in use

 

 

 

Is

MRP

in

use

 

Process Non-Stocked Parents in BOMP?

Auto- Issue at Count Point? (SFC)

Flags in Item File for Pur/Mfg, Stocked, and Controlled fields. Item numbers (A,B,C,D,E) correspond to items in example numbers shown at left.

 Ex #

 

 

 

 

 

 

 

A

B

C

D

E

1

Y

Y

N

N

N

N

N/A

MNY

PYY

PYY

MNY

PYY

2

Y

Y

Y

N

N

N

N/A

MYY

PYY

PYY

MNY

PYY

3

Y

Y

Y

N

N

N

N/A

MYY

PYY

PYY

MYY

PYY

4

Y

Y

N

N

N

N

N/A

MYY

PYY

PYY

MYY

PYY

5

Y

Y

N

N

N

N

N/A

MYY

PYY

PYY

MNY

PYY

6

Y

Y

N

N

N

Y

N/A

MYY

PYY

PYY

MNY

PYY

7

Y

Y

N

N

N

Y

N/A

MYY

PYY

PYY

MYY

PYY

8

Y

Y

Y

N

N

Y

N/A

MNY

PYY

PYY

MYY

PYY

9

Y

Y

Y

N

N

Y

N/A

MYY

PYY

PYY

MYY

PYY

10

Y

Y

N

N

N

Y

N/A

MNY

PYY

PYY

MYY

PYY

11

Y

Y

Y

N

N

Y

N/A

MYY

PYY

PYY

MNY

PYY

12

Y

Y

Y

N

N

Y

N/A

MNY

PYY

PYY

MNY

PYY

13

Y

Y

N

N

N

Y

N/A

MNY

PYY

PYY

MNY

PYY

14

Y

Y

N

Y

N

N

N

MNY

PYY

PYY

MYY

PYY

15

Y

Y

N

Y

N

N

Y

MNY

PYY

PYY

MYY

PYY

16

Y

Y

N

N

Y

Y

N/A

MYY

PYY

PYY

MYY

PYY

 

    *  "Increase WIP" flag in the BOMP "Print Production Orders" application

Inventory Management

  1. Long-Term vs. Short-Term Inventory Quantity Available and Inventory with Time Line
  2. Introduction to Available to Promise (ATP)
  3. Inventory Aging Report by Location Sequence Produces Different Result Than by Other Sequence
  4. Inventory Aging Report Shows Different Age Between Single and All Locations
  5. Multiple Users Entering Physical Count Tag at the Same Time Issue
  6. Expand Item Description 1 and 2 Character Limit
  7. How Different is an IM Kit from a BOMP Kit?
  8. Explanation on Component Availability Inquiry
  9. How Is Shortcut Item Different from Kit Item?
  10. No Privilege to View Location History
  11. How to Calculate EOQ (Economic Order Quantity)
  12. Item Quantity Allocation Is Incorrect
  13. Reorder Advice Custom CSV Export Shows Zero Items
  14. Elliott Physical Count Processing
  15. Feature - Add-On Item Drill Down From Item Search
  16. Feature - Utility to Reset Item PTD Fields from Location History
  17. Feature - Inventory Snapshot
  18. Feature - ATP Regen to Consider Order Multiple and Economic Order Qty
  19. Feature - Item Master Activity Sub-Code
  20. Feature - Add Support for the Update of “Mostly Mfg Flag” in Change Existing Item Import
  21. Feature - Auto Delete BOMP Product Structure When Item Obsolete
  22. Feature - Item Linkage Report/Processing
  23. Feature - Added the Ability to Organize Product Categories by a New Product Category Group
  24. Procedure to Correct Bad Serial Number with Special Symbol
  25. Feature - Additional SY12MONS Updates
  26. Feature - Additional Activity Codes for Item Linkage CSV Report and Item Linkage Processing
  27. Feature - Item Number Wild Card Support for Starting Item Number
  28. Feature - Obsolete Kit Parent When First Component is Obsolete
  29. Feature - Show Items with Qty Variance on Tag Variance Reports
  30. IM01S3 Inventory Management Iten Audit Trail Report
  31. IM04S2 Inventory Management Inventory Transaction Audit Report
  32. IM02S2 Inventory Management Inventory Location Audit Trail Report
  33. IM03S1 Inventory Management Usage Exception Reports
  34. IM06SCN Inventory Management Stock Status Report
  35. IM08S1 Inventory Management Print Cycle Count Worksheet
  36. IM14S1 Inventory Management Item History Report
  37. IM19S1 Inventory Management Serial/Lot Stock Status Report
  38. IM19S2 Inventory Management Serial/Lot Issue History Report
  39. IM20S1 Inventory Management I/M Distribution to G/L Report
  40. IM26SCN Inventory Management Frozen Stock Status Report
  41. IM30S1 Inventory Management Kit Where-Used Report
  42. IM31S1 Create Unreleased POs by Vendor
  43. IM32S1 Inventory Management Kit Gross Requirements Report
  44. IM0201 Inventory Management Location Control File Maintenance
  45. IM0405 Inventory Management Available To Promise Inquiry
  46. IM0500 Inventory Management Stock Status Inquiry
  47. IM0500Q Inventory Management Stock Status Inquiry
  48. IM0700 Inventory Management ABC Analysis Reports
  49. IM0900 Inventory Management Reordering Advice Reports
  50. IM1000 Inventory Management Physical Count Processing
  51. Feature - Utility to Reset Item PTD/YTD Fields from Location History
  52. IM1100 Inventory Management Utilities Setup
  53. IM1201 Inventory Management Location File Maintenance
  54. IM1300 Inventory Management Recalculate Reorder Fields
  55. IM1400 Inventory Management Clear Item Accumulators
  56. IM1501 Inventory Management Product Category File Maintenance
  57. IM1601 Inventory Management Material Cost Type File Maintenance
  58. IM1701 Inventory Management Material Cost Type/Loc File Maintenance
  59. IM1801 Inventory Management Buyer/Analyst Code File Maintenance
  60. IM1901 Inventory Management Initialize Lifo/Fifo File
  61. IM1902 Inventory Management Adjust Item File to Lifo/Fifo
  62. IM1903 Inventory Management Serial/Lot Processing/Multi-bin Utilities
  63. IM1904 Inventory Management Serial/Lot Stock Status Inquiry
  64. Feature - Add Additional Record Types to Reorder Advise User-Defined CSV Export
  65. IM2500 Inventory Management Reset Allocated Quantities
  66. IM2700 Inventory Management Set Trx Audit File Beginning Balances
  67. IM2800 Inventory Management Freeze Inventory
  68. IM2900 Inventory Management Kit File Maintenance
  69. IM3301 Inventory Management Job Code File Maintenance
  70. IM3400 Inventory Management Job Analysis Report
  71. IMACTMNT Inventory Management I/M Account File Maintenance
  72. IMAGESCN Inventory Management Inventory Aging Report
  73. IMATPGSN Inventory Management Generate ATP File
  74. IMATPRSN Inventory Management Available to Promise Report
  75. IMBININV Inventory Management Bin Inventory File Maintenance
  76. IMBINMNT Inventory Management Bin File Maintenance
  77. IMBINTRN Inventory Management Inventory Transfer Processing
  78. IMCHGBIN Inventory Management Change Bin No/Pick Seq
  79. IMEXPTSN Inventory Management Export Item for Take an Order
  80. IMFRMMNT Inventory Management Item Label Form Setup
  81. IMGENMNU Inventory Management Generate Location History
  82. IMIMSITM Inventory Management Item Import Utility
  83. IMITMUDS Inventory Management Item User-Defined Fields Import Utility
  84. IMSUBMNT Inventory Management Substitute Item Class File Maintenance
  85. IMUSRMNT Inventory Management User-Defined Code File Maintenance
  86. IMVESMNT Inventory Management Vessel File Maintenance
  87. IMVLSMNT Inventory Management I/M Serial/Lot History File Maintenance
  88. Feature - Expanded Selection Parameters for Reorder Advise User Defined CSV Export
  89. Change - Update Both Kit Parent and Components Usage
  90. Feature - Create Price Code 1 from Item Minimum Price Utility
  91. Change - Available to Promise by Item Report - Add Item Description 2
  92. Feature - Support AR (Attribute) Type in Reorder Advise User Defined CSV Export
  93. Can System Default Item User-Defined Code?
  94. Feature - Item Label Printing Enhancements
  95. Feature - Ability to Initialize Character Fields During Change Existing Item Import
  96. Understanding Status Code at Inventory Transfer Dispatch Screen
  97. Feature - Support GTIN Based on Two Different UPC Codes
  98. Feature - Update Estimated Date/Time When Printing Transfer Tickets
  99. Feature - Allow Physical Count Tag Import Without Serial Number
  100. Feature - Delete Kit Components When Item Activity Code is Set to 'O'
  101. Feature - New QTYAVAILBYCOMP Attribute Fields
  102. Feature - Allow GTIN Maintenance in I/M Change Bin No/Pick Seq Processing
  103. Feature - Improvements to Reorder Advise Reports
  104. What Is the Difference Between INV_TRX_UN_COST and INV_TRX_NEW_AVG_COST in IMINVTRX Table?
  105. Feature - Added a Function "Create Inventory Trx CSV Import"
  106. Feature - Added Support to “Create I/M Trx CSV Import” for Kit Items
  107. Feature - Improvements to QTYAVAILBYCOMP and QTYAVAILBYCOMP2 Attributes
  108. Feature - Add Desc2 Column to Item Linkage CSV Report
  109. Feature - Numeric Item List Changes
  110. Feature - Added 1C and LD Column Types to Reordering Advise User Defined CSV Export
  111. What's the Difference Between Lead Time & Planning Lead Time?
  112. Explanation of ATP LP Type - Negative Sign (-) vs (*) Symbols
  113. IM0000 Inventory Management Package Overview 7
  114. IM0000 Inventory Management Package Overview 1
  115. IM0000 Inventory Management Package Overview 2
  116. IM0000 Inventory Management Package Overview 3
  117. IM0000 Inventory Management Package Overview 4
  118. IM0000 Inventory Management Package Overview 6
  119. IM0000 Inventory Management Package Overview 5
  120. IM0000 Inventory Management Package Overview 8
  121. IM0000 Inventory Management Package Overview: Index
  122. IM0101 Inventory Management Item File Maintenance 1
  123. IM0101 Inventory Management Item File Maintenance 2
  124. IM0101 Inventory Management Item File Maintenance 3
  125. IM0101 Inventory Management Item File Maintenance 4
  126. IM0101 Inventory Management Item File Maintenance 5
  127. IM0101 Inventory Management Item File Maintenance 6
  128. IM0101 Inventory Management Item File Maintenance 7
  129. IM0101 Inventory Management Item File Maintenance 8
  130. IM0101 Inventory Management Item File Maintenance: Index
  131. IM2400 Inventory Management Inventory Transaction Processing 1
  132. IM2400 Inventory Management Inventory Transaction Processing 2
  133. IM2400 Inventory Management Inventory Transaction Processing 3
  134. IM2400 Inventory Management Inventory Transaction Processing 4
  135. IM2400 Inventory Management Inventory Transaction Processing 5
  136. IM2400 Inventory Management Inventory Transaction Processing 6
  137. IM2400 Inventory Management Inventory Transaction Processing 7
  138. IM2400 Inventory Management Inventory Transaction Processing: Index
  139. How to Run Inventory Stock Status Report for a Certain Date
  140. Feature - Transition to Obsolete
  141. Item Last Received Date Not Updated When Received from I/M Transaction Processing
  142. Feature - Zero Item Weight When Using F3 to Copy Item
  143. Feature - Initialize User-Defined Note, Date and Amount Fields When Using F3 to Copy Item
  144. What Information Is Stored in the Location History (IMLOCHST) Table?
  145. Feature - Prevent Excel from Dropping Leading Zeroes in CSV Item Number Field

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