XXXX
Creation Date:
Last Updated:
Document Ref:
1032000001/BR100/OPM Inventory/001
Version:
1.0
Approvals:
Omar Basaad
Project Manager
Document Control
Change Record
5
Date
Author
Version
Change Reference
26-092013
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1.0
No Previous Document
Reviewers
Name
Position
Distribution
Copy
No.
Name
Location
1
2
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Library Master
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Note To Holders:
If you receive an electronic copy of this document and print it out, please
write your name on the equivalent of the cover page, for document
control purposes.
If you receive a hard copy of this document, please write your name on
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File Ref: 190442161.doc
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Contents
Document Control.....................................................................................ii
Application Set Up Control Sheet - Common Set Up Forms........................1
IC: Set Up Inventory Calendar.....................................................................3
IC: Set Up Item Master................................................................................4
IC: Set Up Item/Lot Conversion...................................................................6
IC: Set Up Warehouse.................................................................................7
IC: Set Up Warehouse Location...................................................................8
IC: Set Up Lot and Sublot............................................................................9
IC: Set Up Lot Status.................................................................................10
IC: Set Up Commodity Code......................................................................11
IC: Set Up Allocation Class........................................................................12
IC: Set Up Lot Allocation Parameter..........................................................13
IC: Set Up Inventory Types ......................................................................14
IC: Set Up General Ledger Class...............................................................15
IC: Set Up Inventory Class.........................................................................16
IC: Set Up Item Cost Class.........................................................................17
IC: Set Up Item Customs Class..................................................................18
IC: Set Up Item Freight Class....................................................................19
IC: Set Up Item Planning Class..................................................................20
IC: Set Up Item Price Class........................................................................21
IC: Set Up Item Purchasing Class..............................................................22
IC: Set Up Item Sales Class.......................................................................23
IC: Set Up Item Shipping Class..................................................................24
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Doc Ref:
Inventory Setup
Responsibility
QA Responsibility
QA Due Date
Signature Approval
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Set Up Warehouses
Set Up Warehouse Locations
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Machine:
(v. )
19 of 38
Doc Ref:
Inventory Setup
Responsibility
QA Responsibility
QA Due Date
Signature Approval
XXXX Inventory
XXXX Inventory
XXXX Inventory
XXXX Inventory
XXXX Inventory
XXXX Inventory
XXXX Inventory
XXXX Inventory
XXXX Inventory
XXXX Inventory
Due Date
(v. )
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XXXX Inventory
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19 of 38
Doc Ref:
Calendar)
<Company Short Name> Process:
Business Area:
Inventory
<Business Area>
Control Number:
Priority(H, M, L):
<Control Number>
<Priority (H,M,L)>
Description: Use this form to Enter the Inventory Calendar.
Date:
<Date>
Process Owner:
<Process Owner>
Start Date
(AutoGenerated)
(AutoGenerated)
(v. )
End Date
Status
Description
(Display Only)
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
<Inventory Items>
Use this region to review and enter the Item basic Item information.
Item ->
Controls
Classes
Description
NonInventory
Comment
Location
Alternate Item A
Lot
Yes/No
Ship
Alternate Item B
Indivisibl
e
Yes/No
Freight
Warehouse Item
Sublot
Yes/No
Price
Inactive
Grade
Cost
Experimental
Default
Storage
Unit of Measure
Data
Status
Dual Control
Default
UOM
Matching
Yes/No
Sales
GL
NonStatus
With
Inventory
No
Inventor
y
Inventor
y
Purchas
e
Inv/PO/Re
cpt
No
Matching
Invoice/P
O
Allocati
on
Deviation Factor
+
Customs
Deviation Factor
-
Plannin
g
Codes
Sequenc
e
(v. )
19 of 38
Doc Ref:
Item ->
Controls
Classes
Type
Cost Ref
ABC Rank
Commodity
Code
(v. )
Shelf Life
Hold Reason
Expiration
Interval
Action
Reference Item
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
Inv UOM
Type
Lot
Sublot
Conversion UOM
Type
Conversi
on From
Conversi
on To
Factor
(Display
Only)
(v. )
19 of 38
Doc Ref:
Business Area:
<Business Area>
Priority(H,
M, L):
Item
<Priority (H,M,L)>
Description: Use this form to enter Warehouses.
Date:
<Date>
Process Owner:
<Process Owner>
<Warehouses>
Use this region to review and enter Warehouses and associated information.
Wareho
use
Description
Organizati
on
(v. )
Regio
n
Code
Whs
e
Clas
s
Tax
Loc
Code
Lctn
Ctl
Consig
n Ind
Contac
t
Phone
Ship
Stage
Recv
Stage
Ingred
Stage
Produ
ct
Stage
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
<Warehouse Locations>
Use this region to review and enter Warehouse Locations and associated information.
Warehouse
Location
(v. )
Description
Capacity Quantity
Capacity UOM
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
Lot
Subl
ot
Description
(v. )
Vendo
r
Name
Lot
Numbe
r
Characteristics
Strengt
h
Quality Control
Activ
e Y/N
Grad
e
Actio
n
Date
Action
Code
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
<Lot Statuses>
Use this region to review and enter Lot Status and their descriptions
Lot Status
Description
Hold Reason
(v. )
Production Yes/No
Shipping Yes/No
Rejected Yes/No
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
<Commodity Code>
Use this region to review and enter Commodity Codes and Description of Commodity Codes
Code
(v. )
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
<Allocation Classes>
Use this region to review and enter Allocation Classes and Description of Allocation Classes
Class
Description
FIFO
(v. )
19 of 38
Doc Ref:
Setup:Parameters)
<Company Short Name> Process:
Business Area:
Inventory
<Business Area>
Control Number:
Priority(H, M, L):
<Control Number>
<Priority (H,M,L)>
Description: Use this form to Enter Lot Allocation Parameters.
Date:
<Date>
Process Owner:
<Process Owner>
Warehouse
(v. )
Method:
FIFO/FEFO
Type:
User/Automati
c
Shelf Days
Horizon
Lot Quantity:
Single/Multiple
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
<Inventory Types>
Use this region to review and enter Inventory Types and Description of Inventory Type
Type
Description
(v. )
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
Description
(v. )
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
<Inventory Classes>
Use this region to review and enter Inventory Classes and Description of Inventory Classes
Class
Description
(v. )
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
Description
(v. )
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
Description
(v. )
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
Description
(v. )
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
Description
(v. )
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
Description
(v. )
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
Description
(v. )
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
Description
(v. )
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
Description
(v. )
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
Description
(v. )
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
Use this region to add and review the Items Associated with the specific Item Tax Class Association above.
Item
Description
(v. )
19 of 38
Doc Ref:
Rules:Production)
<Company Short Name> Process:
Business Area:
Inventory
<Business Area>
Control Number:
Priority(H, M, L):
<Control Number>
<Priority (H,M,L)>
Description: Use this form to Enter Production Rules.
Date:
<Date>
Process Owner:
<Process Owner>
<Production Rules>
Use this region to review and establish Production Rules for Items.
Reorder
Rules
Item
Organiz
ation
30199190100
02
30199190100
03
30199190100
04
30199190100
05
30199190200
09
30199190200
10
30199190200
11
30199190200
12
30199190200
13
30199190200
14
30199190200
15
NWIP
NWIP
NWIP
NWIP
NWIP
NWIP
NWIP
NWIP
NWIP
NWIP
NWIP
L/L,
Man,
EOQ
Lot for
Lot
Lot for
Lot
Lot for
Lot
Lot for
Lot
Lot for
Lot
Lot for
Lot
Lot for
Lot
Lot for
Lot
Lot for
Lot
Lot for
Lot
Lot for
Lot
(v. )
Quantity
Min
Qty
1000
1000
1000
1000
1000
1000
1000
1000
1000
1000
1000
Max
Qty
9999999
99
9999999
99
9999999
99
9999999
99
9999999
99
9999999
99
9999999
99
9999999
99
9999999
99
9999999
99
9999999
99
Std
Qty
Resche
d
Period
Fixed
LT
Variable
LT
.000
.000
.000
.000
.000
.000
.000
.000
.000
.000
.000
.000
.000
.000
.000
.000
.000
.000
.000
.000
.000
.000
.000
.000
.000
.000
.000
.000
.000
.000
.000
.000
.000
Lead Time
Contiguous
NonContiguous
Non
Contiguous
Non
Contiguous
Non
Contiguous
Non
Contiguous
Non
Contiguous
Non
Contiguous
Non
Contiguous
Non
Contiguous
Non
Contiguous
Non
Contiguous
Non
Contiguous
Inner
Fence
Outer
Fence
7.0
365
7.0
365
7.0
365
7.0
365
7.0
365
7.0
365
7.0
365
7.0
365
7.0
365
7.0
365
7.0
365
19 of 38
Doc Ref:
(v. )
19 of 38
Doc Ref:
<Warehouse Rules>
Use this region to review and establish Warehouse and Warehouse Rules for Items.
Purchasing Rules
Item
Whs
e
Safe
ty
Stoc
k
Reorde
r Point
(v. )
Days
Suppl
y
Typ
e
L,
M, E
Mi
n
Qty
Max
Qty
Std
Qty
Resche
d
Period
Fixe
d LT
Sourc
es
Var LT
Inne
r
Fen
ce
Oute
r
Fenc
e
Purchas
e
/
Produce/
Transfer
Physical
Classes
ABC
Ran
k
Cou
nt
Inventory
Classes
Cou
nt
Date
GL
Shi
p
Freigh
t
19 of 38
Doc Ref:
Transfer)
<Company Short Name> Process:
Business Area:
Inventory
<Business Area>
Control Number:
Priority(H, M, L):
<Control Number>
<Priority (H,M,L)>
Description: Use this form to enter Warehouse Transfer Rules.
Date:
<Date>
Process Owner:
<Process Owner>
Source
Warehou
se
Target
Warehou
se
Item
(v. )
Fixed
LT
Variabl
e LT
Inner
Fence
Transfer Quantity
Outer
Fence
Min
Qty
Max
Qty
Std
Qty
Reorder
Rule
Transfer
Type
L/L,
Man,
EOQ
Full, FullForce,
Part.
Preferen
ce
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
<ABC Rank>
Use this region to add and review ABC Rank Codes by warehouse and their corresponding planning factors.
Wareho
use
ABC
Ran
k
Description
(v. )
Count
Interv
al
Unit Percent
Warning
Level
Unit Percent
Rejection
Level
Currency
Value
Warning
Level
Currency
Value
Rejection
Level
Accept Count
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
<Control Group>
Use this region to add and review Control Groups by warehouse.
Warehou
se
Item
Description
(v. )
Interval
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
<Count Classes>
Use this region to add Count Classes.
Class
Description
(v. )
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
<Address Details>
Use this region to review and enter Address Details
Ship Customer
Ship Vendor
Warehouse
Registration Number
Branch
Delivery Terms
MOT Code
EC Country Code
Region Code
Port Code
(v. )
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
<Country Codes>
Use this region to add Country Codes and Names.
Country Code
Country Name
(v. )
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
<Region Codes>
Use this region to add Region Codes and Descriptions.
Region Code
Description
(v. )
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
<Terms of Delivery>
Use this region to add Terms of Delivery and Description.
Delivery Code
Description
(v. )
19 of 38
Doc Ref:
Date:
<Date>
Process Owner:
<Process Owner>
<Supplemental Details>
Use this region to add Supplemental Details.
Item
(v. )
Country of Origin
Supplemental Unit of
Measure
19 of 38
Doc Ref:
Issue
Resolution
Responsibility
Target Date
Impact Date
Resolution
Responsibility
Target Date
Impact Date
Closed Issues
ID
Issue
(v. )
19 of 38