Referenced Inventory
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Contents
Introduction
Defines the containers or boxes, which includes any kind of object that can contain goods.
Many companies move and store goods grouped in a RollTainer, Case or Box. The boxes may be reusable or maybe disposable and have different sizes and purposes and are suitable for different types of goods.
Referenced Inventory is the functionality that identifies one or multiple storage details (Stock records) by using a "Reference Number".
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This feature is available starting from 3.0PR18Q2. |
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Referenced Inventory for Core includes the very basic functionality to box/unbox stock. For a full Referenced Inventory experience it is highly recommend to work with Advanced Warehouse Operations module. |
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Disclaimer Please note external modules working with stock won’t probably be compatible with Referenced Inventory until they are adapted. |
Referenced Inventory
Defines the containers or boxes, which includes any kind of object that can contain goods.
This tab shows any referenced inventory, aka box, declared into system regardless it’s empty or has any stock inside.
User can create new boxes at any time. It’s mandatory to define an organization, search key and the referenced inventory type.
It is important to highlight that:
- It won’t be possible to delete a record if the referenced inventory is linked to any box/unbox transaction
- The search key is unique per client. To bypass this limitation you could declare a different prefix/suffix to the referenced inventory type’s sequence.
- The organization limits the stock that can be boxed (only stock declared at this organization or any child organization).
From this window it is possible to link/unlink stock to/from a Referenced Inventory using the Box and Unbox buttons respectively.
Box
Shows a P&E with the stock not yet linked to any referenced inventory (it’s not possible to box a stock already boxed).
User can select one or several records and specify the quantity to be boxed. It’s also mandatory to declare the New Storage Bin where the boxed stock will be stored.
If the current storage bin of any of the selected records is different from the New Storage Bin, a goods movement will be automatically performed by the system when confirming the action to move the stock.
The box action can be run in different batches at any time, i.e. user can select any referenced inventory not empty to add more stock.
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Important A specific Referenced Inventory can only be present in one bin, not in multiple bins at the same time. In case you want to add more stock to a not-empty Box, the New Storage Bin selector will force to select the current referenced inventory bin. |
When a stock is boxed, the referenced inventory search key will be automatically appended at the end of the Attribute Set Value surrounded by square brackets [] (graphical representation of a box).
Example: L582[1000584]
If the stock doesn’t have an attribute, the referenced inventory will be shown anyway in the Attribute Set Value field to indicate the stock is currently boxed. Example: [1000584]
This way the information about the referenced inventory is clearly visible at any place where it’s necessary, like the Stock Report.
UnBox
Shows a P&E with the stock currently linked to the selected referenced inventory.
User can select one or several records and specify the quantity to be unboxed (so it’s possible to run partial unboxing) and the new storage bin where the stock will be stored after unboxing (by default it will be unboxed to the current location).
In contrast of the boxing process explained before, in unboxing different storage bins can be selected for each record.
Reservation Management Behavior
When running a boxing/unboxing process the system will always try to work with not reserved quantities first. Example: if we have 10 units on hand of a product where 2 of them are reserved and we try to box/unbox 1 unit, the system will try to box/unbox first any of the 8 units not reserved.
If the box/unbox process needs to work with already reserved quantities (in the example above because we are boxing/unboxing 9 or 10 units), the system will try to reallocate on the fly any reservation or it will show an error when the reallocation is not possible. The latter might happen, for example, because the reservation is forced to a concrete bin and the box/unbox process tries to move the stock to another bin.
Contents
Stock currently linked to this Referenced Inventory
Please note any boxed stock will have an attribute set value linked to the referenced inventory.
Box Transactions
Shows any box transaction executed in the past for this referenced inventory.
This kind of transactions are actually Goods Movements created on the fly when confirming the boxing, where the user can browse to at any time to see the details.
UnBox Transactions
Shows any unbox transaction executed in the past for this referenced inventory.
This kind of transactions are actually Goods Movements created on the fly when confirming the unboxing, where the user can browse to at any time to see the details.
Full list of Referenced Inventory window fields and their descriptions is available in the Referenced Inventory Screen Reference.
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