Inventory Management Rel 8.10

(also applies to releases 8.0, 8.9, 8.11 and 8.12)

 

What you will learn:

This is a two day course that consists of instruction on the Inventory Management System. Students will learn how to set up a warehouse, create warehouse locations, perform physical  inventory counts, create integrity reports, generate product variants, and perform cost  updates. Students will also learn how to duplicate item branch/plant records. Upon completion of this course, students will be able to confidently set up a warehouse, create locations in the warehouse, and process items through the warehouse, including item duplication and process inventory counts. Students will also understand the processes that affect managing inventory items in a warehouse setting.

 

Audience:

• Functional Implementer

 

Prerequisites:

Required Prerequisites:

• Common Foundation Rel. 8.11

• Items and Supplies Rel. 8.10

 

Course Objectives:

• Describe the Inventory Management Process (comprehension)

• Create a Warehouse (application)

• Examine Item Information Efficiencies (application)

• Perform Physical Inventory Counts (analysis)

• Integrate Financials to Inventory (application)

• Update and Purge Information (comprehension)

 

Course Topics:

Business Process Overview

• Describing the Features of Inventory Management

• Describing the Inventory Management Process

 

Setting Up a Warehouse

• Identifying Warehouses

• Defining Warehouse Constants

• Creating Warehouses

 

Creating Locations

• Identifying Locations

• Creating Warehouse Locations

• Assigning Locations to Items

• Creating Item Locations With Transactions

 

Examining Item Information

• Recalling Standard Item Records

• Identifying Item Messages

• Copying Item Branch Records

• Creating Item Cross-References

 

Setting Up Segmented Items

• Describing Segmented Items

• Creating Segmented Items

 

Searching for Item Information

• Finding Items

• Recalling Availability Definition

• Determining Availability for Items

 

Defining Physical Inventories

• Defining Physical Inventories

• Setting Up Basic Information for Physical Inventories

 

Completing Cycle Counts

• Defining Cycle Counts

• Setting Up Cycle Counts

• Performing Cycle Counts

 

Completing Tag Counts

• Defining Tag Counts

• Setting Up Tag Counts

• Performing Tag Counts

 

Setting Up Financial Information

• Classifying AAI Records

• Illustrating the AAI Hierarchy

 

Recognizing Inventory Reports

• Recognizing Inventory Status Reports

• Describing the Inventory Analysis Reports

• Examining the Item Ledger

 

Determining Transaction Records

• Describing Balance Forward Records

• Determining Individual Transaction Records

• Reviewing Transaction and Balance Records

 

Updating Item Information

• Describing Item Cost Updates

• Indicating System Updates

 

Updating Location Information

• Identifying the Location Tables to Update

• Defining the Location Format Revision Process

 

Identifying Data Purges

• Listing the Tables that Can Be Purged

• Defining the Purge Process