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AIM

BR.100 OPM INVENTORY


APPLICATION SETUP
XXXXX OPM INVENTORY
Author:

XXXX

Creation Date:

October 31, 2013

Last Updated:

October 31, 2013

Document Ref:

1032000001/BR100/OPM Inventory/001

Version:

1.0

Approvals:
Omar Basaad

Project Manager

BR.100 OPM Inventory Application Setup

Doc Ref: 1032000001/BR100/OPM Inventory/001


October 31, 2013

Document Control
Change Record
5

Date

Author

Version

Change Reference

26-092013

XXXX

1.0

No Previous Document

Reviewers

Name

Position

Distribution

Copy
No.

Name

Location

1
2
3
4

Library Master

XXXX LLC

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
the front cover, for document control purposes.

XXXXX O
File Ref: 190442161.doc

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Company Confidential - For internal use only

IC: Set Up Item Freight Class

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BR.100 OPM Inventory Application Setup

Doc Ref: 1032000001/BR100/OPM Inventory/001


October 31, 2013

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
XXXXX O
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Company Confidential - For internal use only

IC: Set Up Item Freight Class

19 of 38

BR.100 OPM Inventory Application Setup

Doc Ref: 1032000001/BR100/OPM Inventory/001


October 31, 2013

IC: Set Up Item Storage Class...................................................................25


IC: Set Up Item Tax Class Association.......................................................26
IC: Set Up Production Rules......................................................................27
IC: Set Up Production Rules Screen Shot................................................28
IC: Set Up Warehouse Rules.....................................................................29
IC: Set Up Warehouse Transfer Rules.......................................................30
IC: Set Up ABC Rank (optional).................................................................31
IC: Set Up Control Groups.........................................................................32
IC: Set Up Count Classes...........................................................................33
IC: Set Up Address Detail..........................................................................34
IC: Set Up EC Country Codes.....................................................................35
IC: Set Up EC Region Codes......................................................................36
IC: Set Up EC Terms of Delivery................................................................37
IC: Set Up Supplemental Details...............................................................38
Open and Closed Issues for this Deliverable.............................................39
Open Issues......................................................................................... 39
Closed Issues.......................................................................................39

XXXXX O
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Company Confidential - For internal use only

IC: Set Up Item Freight Class

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Doc Ref:

Application Set Up Control Sheet - Common Set Up Forms


Environment Name:

Inventory Setup

Responsibility

Set Up Inventory Calendar

Type (definition, execution,


both):
Due Date

QA Responsibility

QA Due Date

Signature Approval

XXXX Inventory

XXXX Inventory

Set Up Item Master


Set Up Item/Lot Conversion

XXXX Inventory
XXXX Inventory

Set Up Warehouses
Set Up Warehouse Locations

XXXX Inventory
XXXX Inventory

Set Up Lots & Sublots


Set Up Commodity Code

XXXX Inventory
XXXX Inventory

Set Up Allocation Class


Set Up Lot Allocation Parameters

XXXX Inventory
XXXX Inventory

Set Up Inventory Types


Set Up General Ledger Class

XXXX Inventory
XXXX Inventory

Set Up Item Cost Class


Set Up Item Custom Class
Set Up Item Freight Class
Set Up Item Planning Class

XXXX Inventory
XXXX Inventory
XXXX Inventory
XXXX Inventory

Set Up Item Price Class


Set Up Item Purchasing Class

XXXX Inventory
XXXX Inventory

Set Up Item Sales Class


File Ref: 190442161.doc

Machine:

(v. )

IC: Set Up Item Freight Class


Company Confidential - For internal use only

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Doc Ref:
Inventory Setup

Responsibility

Set Up Item Shipping Class


Set Up Item Storage Class
Set Up Item Tax Class Association
Set Up Production Rules
Set Up Warehouse Rules
Set Up Warehouse Transfer Rules

QA Responsibility

QA Due Date

Signature Approval

XXXX Inventory
XXXX Inventory
XXXX Inventory
XXXX Inventory
XXXX Inventory
XXXX Inventory
XXXX Inventory

Set Up ABC Rank

XXXX Inventory

Set Up Control Groups

XXXX Inventory

Set Up Count Classes

XXXX Inventory

Set Up Address Detail


Set Up EC Country Codes
Set Up EC Region Codes
Set Up EC Terms of Delivery
Set Up Supplemental Details

File Ref: 190442161.doc

Due Date

(v. )

XXXX Inventory
XXXX Inventory
XXXX Inventory
XXXX Inventory

IC: Set Up Item Freight Class


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Doc Ref:

IC: Set Up Inventory Calendar


Navigation Path (OPM Inventory:OPM Inventory Control:Inventory Setup:Inventory

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>

<Inventory Calendar - Header>


Use this region to enter the Header information for the Inventory Planning Calendar
Company
Fiscal Year
Calendar Description
Start Date
Status (Display Only)

<Inventory Calendar - Detail>


Use this region to review the detail information for the Inventory Planning Calendar and establish and end date and description for a
period.
Period

Start Date

(AutoGenerated)

(AutoGenerated)

File Ref: 190442161.doc

(v. )

End Date

Status

Description

(Display Only)

IC: Set Up Item Freight Class


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Doc Ref:

IC: Set Up Item Master


Navigation Path (OPM Inventory:OPM Inventory Control:Inventory Setup:Item Master)
<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 Inventory Items.

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

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IC: Set Up Item Freight Class


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Doc Ref:
Item ->

Controls

Classes

Type

Cost Ref

ABC Rank
Commodity
Code

<Quality Control> - [Special menu]:QC Additional Info


Use this region to enter quality control information.
Retest
Interval

File Ref: 190442161.doc

(v. )

Shelf Life

Hold Reason

Expiration
Interval

Action

Reference Item

IC: Set Up Item Freight Class


Company Confidential - For internal use only

19 of 38

Doc Ref:

IC: Set Up Item/Lot Conversion


Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Item/Lot Conversion)
<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 Conversion Rates for Specific Item/Lot/Sublots.

Date:
<Date>
Process Owner:
<Process Owner>

<Item Lot/Sublot Conversion Rates>


Item

Inv UOM
Type

Lot

Sublot

Conversion UOM
Type

Conversi
on From

Conversi
on To

Factor

(Display
Only)

File Ref: 190442161.doc

(v. )

IC: Set Up Item Freight Class


Company Confidential - For internal use only

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Doc Ref:

IC: Set Up Warehouse


Navigation Path (OPM Inventory:OPM Inventory Control: Setup:Warehouse)
<Company Short Name> Process:
Inventory

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

File Ref: 190442161.doc

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

IC: Set Up Item Freight Class


Company Confidential - For internal use only

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Doc Ref:

IC: Set Up Warehouse Location


Navigation Path (OPM Inventory:OPM Inventory Control: Setup:Location)
<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 Locations.

Date:
<Date>
Process Owner:
<Process Owner>

<Warehouse Locations>
Use this region to review and enter Warehouse Locations and associated information.
Warehouse

Location

File Ref: 190442161.doc

(v. )

Description

Capacity Quantity

Capacity UOM

IC: Set Up Item Freight Class


Company Confidential - For internal use only

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Doc Ref:

IC: Set Up Lot and Sublot


Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Lot/Sublot)
<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 Lots and Sublots.

Date:
<Date>
Process Owner:
<Process Owner>

<Lots and Sublots>


Use this region to review and establish Lots and Sublots for Items.
Vendor Information
Item

Lot

Subl
ot

File Ref: 190442161.doc

Description

(v. )

Vendo
r

Name

Lot
Numbe
r

Characteristics
Strengt
h

Originatio Creatio Retes Expir


n
n Date t
e
Date Date

Quality Control
Activ
e Y/N

Grad
e

Actio
n
Date

Action
Code

IC: Set Up Item Freight Class


Company Confidential - For internal use only

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Doc Ref:

IC: Set Up Lot Status


Navigation Path (OPM Inventory:OPM Inventory Control: Setup:Lot Status)
<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 Statuses.

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

Use this region to associated planning codes to Lot Status.


Nettable Yes/No

File Ref: 190442161.doc

Order Proc Yes/No

(v. )

Production Yes/No

Shipping Yes/No

Rejected Yes/No

IC: Set Up Item Freight Class


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Doc Ref:

IC: Set Up Commodity Code


Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Commodity Code)
<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 Commodity Codes.

Date:
<Date>
Process Owner:
<Process Owner>

<Commodity Code>
Use this region to review and enter Commodity Codes and Description of Commodity Codes
Code

File Ref: 190442161.doc

Commodity Code Description

(v. )

IC: Set Up Item Freight Class


Company Confidential - For internal use only

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Doc Ref:

IC: Set Up Allocation Class


Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Allocation Setup:Class)
<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 Allocation Classes.

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

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IC: Set Up Item Freight Class


Company Confidential - For internal use only

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Doc Ref:

IC: Set Up Lot Allocation Parameter


Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Allocation

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>

<Lot Allocation Parameters>


Use this region to review and establish Lot Allocation Parameters for Allocation Classes and Warehouse combinations.
Allocation Parameters
Allocation Class

File Ref: 190442161.doc

Warehouse

(v. )

Method:
FIFO/FEFO

Type:
User/Automati
c

Shelf Days

Horizon

Lot Quantity:
Single/Multiple

IC: Set Up Item Freight Class


Company Confidential - For internal use only

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Doc Ref:

IC: Set Up Inventory Types


Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Inventory Types)
<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 Inventory Types.

Date:
<Date>
Process Owner:
<Process Owner>

<Inventory Types>
Use this region to review and enter Inventory Types and Description of Inventory Type
Type

File Ref: 190442161.doc

Description

(v. )

IC: Set Up Item Freight Class


Company Confidential - For internal use only

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Doc Ref:

IC: Set Up General Ledger Class


Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:General Ledger)
<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 General Ledger Classes.

Date:
<Date>
Process Owner:
<Process Owner>

<General Ledger Classes>


Use this region to review and enter General Ledger Classes and Description of General Ledger Classes
Class

File Ref: 190442161.doc

Description

(v. )

IC: Set Up Item Freight Class


Company Confidential - For internal use only

19 of 38

Doc Ref:

IC: Set Up Inventory Class


Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Inventory)
<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 Inventory Classes.

Date:
<Date>
Process Owner:
<Process Owner>

<Inventory Classes>
Use this region to review and enter Inventory Classes and Description of Inventory Classes
Class

File Ref: 190442161.doc

Description

(v. )

IC: Set Up Item Freight Class


Company Confidential - For internal use only

19 of 38

Doc Ref:

IC: Set Up Item Cost Class


Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Cost)
<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 Item Cost Classes.

Date:
<Date>
Process Owner:
<Process Owner>

<Item Cost Classes>


Use this region to review and enter Item Cost Classes and Description of Item Cost Classes
Class

File Ref: 190442161.doc

Description

(v. )

IC: Set Up Item Freight Class


Company Confidential - For internal use only

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Doc Ref:

IC: Set Up Item Customs Class


Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Custom)
<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 Item Customs Classes.

Date:
<Date>
Process Owner:
<Process Owner>

<Item Customs Classes>


Use this region to review and enter Item Custom Classes and Description of Item Custom Classes.
Class

File Ref: 190442161.doc

Description

(v. )

IC: Set Up Item Freight Class


Company Confidential - For internal use only

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Doc Ref:

IC: Set Up Item Freight Class


Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Freight)
<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 Item Freight Classes.

Date:
<Date>
Process Owner:
<Process Owner>

<Item Freight Classes>


Use this region to review and enter Item Freight Classes and Description of Item Freight Classes
Class

File Ref: 190442161.doc

Description

(v. )

IC: Set Up Item Freight Class


Company Confidential - For internal use only

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Doc Ref:

IC: Set Up Item Planning Class


Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Planning)
<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 Planning Classes.

Date:
<Date>
Process Owner:
<Process Owner>

<Item Planning Classes>


Use this region to review and enter Item Planning Classes and Description of Item Planning Classes.
Class

File Ref: 190442161.doc

Description

(v. )

IC: Set Up Item Freight Class


Company Confidential - For internal use only

19 of 38

Doc Ref:

IC: Set Up Item Price Class


Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Price)
<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 Item Price Classes.

Date:
<Date>
Process Owner:
<Process Owner>

<Item Price Classes>


Use this region to review and enter Item Price Classes and Description of Item Price Classes.
Class

File Ref: 190442161.doc

Description

(v. )

IC: Set Up Item Freight Class


Company Confidential - For internal use only

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Doc Ref:

IC: Set Up Item Purchasing Class


Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Purchasing)
<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 Purchasing Classes.

Date:
<Date>
Process Owner:
<Process Owner>

<Item Purchasing Classes>


Use this region to review and enter Item Purchasing Classes and Description of Item Purchasing Classes.
Class

File Ref: 190442161.doc

Description

(v. )

IC: Set Up Item Freight Class


Company Confidential - For internal use only

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Doc Ref:

IC: Set Up Item Sales Class


Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Sales)
<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 Item Sales Classes.

Date:
<Date>
Process Owner:
<Process Owner>

<Item Sales Classes>


Use this region to review and enter Item Sales Classes and Description of Item Sales Classes
Class

File Ref: 190442161.doc

Description

(v. )

IC: Set Up Item Freight Class


Company Confidential - For internal use only

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Doc Ref:

IC: Set Up Item Shipping Class


Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Shipping)
<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 Item Shipping Classes.

Date:
<Date>
Process Owner:
<Process Owner>

<Item Shipping Classes>


Use this region to review and enter Item Shipping Classes and Description of Item Shipping Classes
Class

File Ref: 190442161.doc

Description

(v. )

IC: Set Up Item Freight Class


Company Confidential - For internal use only

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Doc Ref:

IC: Set Up Item Storage Class


Navigation Path (OPM Inventory :OPM Inventory Control:Classes/Types:Item Storage)
<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 Item Storage Classes.

Date:
<Date>
Process Owner:
<Process Owner>

<Item Storage Classes>


Use this region to review and enter Item Storage Classes and Description of Item Storage Classes
Class

File Ref: 190442161.doc

Description

(v. )

IC: Set Up Item Freight Class


Company Confidential - For internal use only

19 of 38

Doc Ref:

IC: Set Up Item Tax Class Association


Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Tax Association)
<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 Item Tax Class Associations.

Date:
<Date>
Process Owner:
<Process Owner>

<Item Tax Class Association>


Use this region to review and enter Item Tax Class Associations and Description of Item Tax Class Associations
Item Tax Class
Description

Use this region to add and review the Items Associated with the specific Item Tax Class Association above.
Item

File Ref: 190442161.doc

Description

(v. )

IC: Set Up Item Freight Class


Company Confidential - For internal use only

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Doc Ref:

IC: Set Up Production Rules


Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Reorder

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

File Ref: 190442161.doc

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

Lead Time Period

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

IC: Set Up Item Freight Class


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Doc Ref:

IC: Set Up Production Rules Screen Shot

File Ref: 190442161.doc

(v. )

IC: Set Up Item Freight Class


Company Confidential - For internal use only

19 of 38

Doc Ref:

IC: Set Up Warehouse Rules


Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Reorder Rules:Warehouse)
XXXX XXXX Process: Inventory
Control Number: 002

Business Area: Inventory


Priority(H, M, L): H

Date: Aug 26, 2013

<Warehouse Rules>
Use this region to review and establish Warehouse and Warehouse Rules for Items.
Purchasing Rules

Item

Whs
e

Safe
ty
Stoc
k

File Ref: 190442161.doc

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

IC: Set Up Item Freight Class


Company Confidential - For internal use only

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Doc Ref:

IC: Set Up Warehouse Transfer Rules


Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Reorder Rules:Warehouse

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>

<Warehouse Transfer Rules>


Use this region to review and establish Warehouse Transfer Rules for Items.
Time Period (Days)

Source
Warehou
se

Target
Warehou
se

File Ref: 190442161.doc

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

IC: Set Up Item Freight Class


Company Confidential - For internal use only

19 of 38

Doc Ref:

IC: Set Up ABC Rank (optional)


Navigation Path (OPM Inventory:OPM Physical Inventory:Setup:ABC Rank)
<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 ABC Ranking Codes.

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

File Ref: 190442161.doc

(v. )

Count
Interv
al

Unit Percent
Warning
Level

Unit Percent
Rejection
Level

Currency
Value
Warning
Level

Currency
Value
Rejection
Level

Accept Count

IC: Set Up Item Freight Class


Company Confidential - For internal use only

19 of 38

Doc Ref:

IC: Set Up Control Groups


Navigation Path (OPM Inventory:OPM Physical Inventory:Setup:Control Groups)
<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 Control Groups.

Date:
<Date>
Process Owner:
<Process Owner>

<Control Group>
Use this region to add and review Control Groups by warehouse.
Warehou
se

Item

File Ref: 190442161.doc

Description

(v. )

Interval

IC: Set Up Item Freight Class


Company Confidential - For internal use only

19 of 38

Doc Ref:

IC: Set Up Count Classes


Navigation Path (OPM Inventory:OPM Physical Inventory:Setup:Count Classes)
<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 Count Classes.

Date:
<Date>
Process Owner:
<Process Owner>

<Count Classes>
Use this region to add Count Classes.
Class

Description

File Ref: 190442161.doc

Zero (Include / Exclude)

(v. )

Negative (Include / Exclude)

IC: Set Up Item Freight Class


Company Confidential - For internal use only

19 of 38

Doc Ref:

IC: Set Up Address Detail


Navigation Path (OPM Inventory:OPM OPM EC Interstat:Setup:Address Details)
<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 Address Details.

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

File Ref: 190442161.doc

(v. )

IC: Set Up Item Freight Class


Company Confidential - For internal use only

19 of 38

Doc Ref:

IC: Set Up EC Country Codes


Navigation Path (OPM Inventory: OPM OPM EC Interstat:Setup:Country Codes)
<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 Country Codes.

Date:
<Date>
Process Owner:
<Process Owner>

<Country Codes>
Use this region to add Country Codes and Names.
Country Code

File Ref: 190442161.doc

Country Name

(v. )

EC Member (Yes / No)

IC: Set Up Item Freight Class


Company Confidential - For internal use only

19 of 38

Doc Ref:

IC: Set Up EC Region Codes


Navigation Path (OPM Inventory: OPM OPM EC Interstat:Setup:Region Codes)
<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 Region Codes.

Date:
<Date>
Process Owner:
<Process Owner>

<Region Codes>
Use this region to add Region Codes and Descriptions.
Region Code

File Ref: 190442161.doc

Description

(v. )

IC: Set Up Item Freight Class


Company Confidential - For internal use only

19 of 38

Doc Ref:

IC: Set Up EC Terms of Delivery


Navigation Path (OPM Inventory: OPM OPM EC Interstat:Setup:Terms of Delivery)
<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 Terms of Delivery.

Date:
<Date>
Process Owner:
<Process Owner>

<Terms of Delivery>
Use this region to add Terms of Delivery and Description.
Delivery Code

File Ref: 190442161.doc

Description

(v. )

EC Member (Yes / No)

IC: Set Up Item Freight Class


Company Confidential - For internal use only

19 of 38

Doc Ref:

IC: Set Up Supplemental Details


Navigation Path (OPM Inventory: OPM OPM EC Interstat:Setup:Supplemental Details)
<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 Supplemental Details.

Date:
<Date>
Process Owner:
<Process Owner>

<Supplemental Details>
Use this region to add Supplemental Details.
Item

File Ref: 190442161.doc

For Processing / Repair


(Yes /No)

(v. )

Country of Origin

Supplemental Unit of
Measure

IC: Set Up Item Freight Class


Company Confidential - For internal use only

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Doc Ref:

Open and Closed Issues for this Deliverable


Open Issues
ID

Issue

Resolution

Responsibility

Target Date

Impact Date

Resolution

Responsibility

Target Date

Impact Date

Closed Issues
ID

Issue

File Ref: 190442161.doc

(v. )

IC: Set Up Item Freight Class


Company Confidential - For internal use only

19 of 38

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