Following is the Setup for inventory
1. For Defining Item Flexifileld for Item Categories
2. Setup > Flexifileld > Key >Segments
3. Go to find
4. Find Inventory (Item Categories)
5. Select Item Categories i.e. Item Categories
6. Go to segments Button and create Segments.
7. Create value Sets for each Segment defined in the following way. Go to Value Sets Button and value sets
as follows.
8. Assign Value Set to the segment.
9. Go to Open Button and set the following parameters.
10. Same is the Procedure for Minor Categories and Future.
Setup>Flexifileld>Descriptive>Values and then click on Value Sets
11. Enter Values (Major Categories) in the Values e.g. Acids
12. Creating Code Combinations
Setup>Items>Categories>Category Codes and Find Structure Item Categories
Create Code Combinations Here
13. To create Inventory Organizations
Setup>Organizations>Organizations and click on Button New and fill Create New Inv Org as follows
Button Others > Accounting Information
Button Others > Inventory Information
Costing Information
Revision, Lot Serial
ATP, Pick Item Sourcing
Inter Org Information
Other Accounting Information
1-Important: - Cost Groups will be created automatically by the system and will be assigned to the system.
11. To Create Locators
Locator Structure of DCBA
Area
Row
Bin
Rack
None
Setup>Flexifileld>Descriptive>Values and enter values for Area
To Enter Main/Rack Values
11. To enter Locators
Setup>Organizations>Stock Locators and Button New for New Entry
Open List of Values and Enter Area and Main/Rack Information
Enter Locators and Sub inventories and all fill all required fields such as Capacity (If Given)
12. To Create Sub Inventories
Setup > Organizations > Sub Inventories
13. Enter New Sub Inventory
These Boxes will be automatically checked for updating Stock.
Qty Tracked
Asset Sub Inventory
Include in ATP
Allow Reservation
Nettable
Default Replenishment >Order Quantity
Locator Control >None
14. Creating Items
Creating Item Templates
Setup>Items>Templates
Select any already defined Templates from LOVs and adjust it according to your requirements.
15. To define UOM firstly you have to define classes
Setup > Unit of Measure > Classes
Entering Unit of Measure for Items:-
Responsibilities: - Inventory or Purchasing
Setup > Unit of Measures > Units of Measures
Important: For base Unit of Measure for any class e.g. Area, Weight etc. Check the box Base Unit.
It is Important to remember here that Base Unit can be assigned to only one Unit of Measure.
Button: Conversion or Setup > Unit of Measure > Conversions
Conversion is of Three Types
There are three types of Conversions
Standard Conversion
Intra Class Conversion
Inter Class Conversion
To define a Standard conversion for any item:
1. Navigate to the Unit of Measure Conversions window.
2. Select the Standard tabbed region.
3. Enter a unit of measure.
4. Enter the conversion factor by which the unit of measure is equivalent to the base unit of measure
established for this class.
For example, if one DZ (this unit of measure) is equivalent to 12 EA (base unit), the conversion factor is
12. Or, if EA is equal to one-twelfth of a DZ, the conversion factor is 0.08333.
5. Save your work.
To define a conversion for a specific item within a unit of measure class (Intra-class):
1. Navigate to the Unit of Measure Conversions window.
2. Select the Intra-class tabbed region.
3. Enter an item.
4. Enter a unit of measure.
5. Enter the conversion factor by which the unit of measure is equivalent to the base unit of measure
established for this class.
For example, if one LB (this unit of measure) is equivalent to 16 OZ (base unit), the conversion factor is
16.
6. Save your work.
To define a conversion for a specific item between unit of measure classes (Inter-class):
1. Navigate to the Unit of Measure Conversions window.
2. Select the Inter-class tabbed region.
3. Select an item.
4. Select the destination base unit of measure of the class to which you are converting a unit of measure.
5. Enter the conversion factor by which the source base unit is equivalent to the destination base unit.
For example, if one ML (source base unit) is equivalent to one GR (destination base unit), the conversion
factor is one.
6. Save your work.
To make a unit of measure conversion inactive:
o Enter the date on which the conversion becomes inactive.
As of this date, you can no longer use the unit of measure conversion.
16. Entering Item
Item > Master Item
Here in Descon we have created Legacy Reference in the DFF
To Select Item Template created as Above
Menu > Tools >Copy From>Raw Material
And then enter Primary UOM and save it.
Important Note: UOM once saved couldn’t be changed.
Assign Item Categories
Tools>categories
Assignment of Inventory Organization
Important Note: - Inventory Organization once assigned and saved can’t be changed.
Assignment of Sub Inventory
Button > Organization Assignment
Menu>Tools>Sub Inventories
And select sub-inventory to be assigned to the item from LOV
Save your work and move to next Item.
To Create Transactions Types in Inventory
Setup> Transactions > Types
Click on Tab User
Check the Following Box while Creating the New Transaction Type
Line Types at the Purchase order Level in the Purchasing
N>Setup>Purchasing>Line types
DeFine Document Types in the Purchasing
N>Setup>Purchasing>Document types
Position Hierarchy
Define Value Sets in general Ledger
i.Define Department value Sets
ii. Define Job Designation
iii. Define Job Future1
iv. Define Job Future2
2. Define Segments
3. Define Values in the value Sets
a. Name= “XX_DCBA_HR_JOB_MAIN”
b. Name= “XX_DCBA_JOB_DEPARTMENT”
c. Name=” XX_DCBA_JOB_DESIGNATION”
d. Name=”XX_DCBA_JOB_FUTURE1”
e. Name=”XX_DCBA_JOB_FUTURE2”
Change Your responsibility “Global HRMS Manager”
4. Define Description
(N)>Work structure >Position>Description
Click on New Button
Enter Start date
Note: It will be automatically the current date but you can enter the future date. In case you want to enter
Previous month date, you can enter it after saving it and the save it.
Enter Date Effective Name= “Admin.Incharge.None.None”
Enter Type “None”
Enter Organization “Descon Business Group”
Enter Job “None”
Enter Hiring Status “Active”
Enter name “IT Supplies/Related”
Enter Version Number “1”
Enter date from
Firstly define the Upper Most in the Hierarchy
Position
Name= “None.MD.None.None”
Then
Define the Subordinate of “None.MD.None.None”
After find “None.CEO.None.None” and define its Subordinates
After Finding “None.CEO.None.None” and define its subordinates “None.Requester.None.None”
Change your Responsibility to “purchasing”
5. Define Approval Groups
N>Setup>Approval>Approval Group
Define ADM Incharge - Approval Group
CEO - Approval Group
IT HEAD - Approval Group
Define KPMG Approval Group
Define MD Approval Group
Define Supply Chain Head Approval Group
Define Sub office Approval Group
Define “Works head Approval Group”
6. Define Approval Assignments
N>Approval> Approval Assignments
Define “Admin.Incharge.None.None”
Plz Define also others Descriptions
Define Approve Supplier list for the Items
N>Supply Base>Approve Supplier list
Find the Item “GS-000752”
Define Supplier in the Tab of Key Attribute
Manage Documents
N>Management>Forward Document
Enter Last Approver Name
Enter Document Number
Click OK
Save it
Click OK
Open Notification “Rashid Ghauri” Document fai321 is forwarded to him
Open the Document and approve it
