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This guide also applies to on-premise implementations
Title and Copyright Information
1 Review Inventory Balances
FAQs for Managing Item Quantities
What's the difference between primary quantity and secondary quantity?
What's an owning party?
Can I store both consigned and owned material in the same location?
2 Manage Inventory Transactions
Create Subinventory Transfer
Subinventory Transfers: Explained
Availability Types: Explained
FAQs for Subinventory Transfers
How can I immediately transfer material between subinventories?
How can I create a subinventory transfer for consigned inventory transactions?
Create Miscellaneous Transaction
Creating Miscellaneous Transactions: Examples
FAQs for Creating Miscellaneous Transactions
What's a miscellaneous transaction?
How can I receive material that does not have a purchase order number?
How can I issue material without creating a movement request?
What's Enter Cost Details?
How can I create miscellaneous transactions against a specific owning party for consigned inventory items?
Create Interorganization Transfer
Interorganization Transfers: Explained
FAQs for Creating Interorganization Transfers
How can I create an interorganization transfer for consigned inventory transactions?
How can I prevent my interorganization transfer from triggering an ownership change?
Manage Movement Requests
Movement Requests: Explained
Movement Request Process Flow: Example
Setting Up Replenishment Movement Requests: Example
Manage Pending Transactions
Pending Transactions: Explained
FAQs for Managing Pending Transactions
What's the difference between the validated and staged transaction states?
What happens when I add a transaction to the Process Schedule?
Manage Transfer Orders
Transfer Orders: Explained
Transfer Types: Explained
Transfer Order Statuses: Explained
Transfer Orders: How They Are Processed
FAQs for Managing Transfer Orders
What's an internal material transfer?
Process Discrete Manufacturing Sourced Inventory Transactions
Discrete Manufacturing Sourced Inventory Transactions: Explained
Manage Lots and Serial Numbers
Selecting Lot Number Uniqueness Control: Critical Choices
Selecting Serial Number Uniqueness Control: Critical Choices
FAQs for Managing Lots and Serial Numbers
What happens to an inactive lot?
What happens when a lot expires?
What happens if I allow different lot statuses in an organization?
What happens if I select different lot generation options for lot control?
What's the difference between creating lot UOM conversions automatically and creating lot UOM conversions as a result of user confirmation?
Can I record lot and serial numbers for consigned transactions?
FAQs for Reservations and Picks
What's a reservation?
What's a pick?
What's a cycle count reservation?
What happens to reservations when I make changes to supply sources?
Confirm Pick Slips
FAQs for Confirming Pick Slips
What happens if I confirm a pick slip and navigate to ship confirm?
3 Manage Consigned Inventory From Supplier
Consumption Advice: Explained
Create Consumption Advice Process: Explained
Consumption Advice Generation Frequency: How It's Calculated
Consigned Inventory: Explained
Consigned Inventory Aging: Explained
Consigned Inventory Consumption: Explained
Consigned Inventory Lifecycle: Explained
Consumption Advice Errors and Exceptions: Explained
Returning Consigned Inventory: Examples
FAQs for Manage Consigned Inventory
How can I transfer consigned inventory to owned inventory when the aging period expires?
What's the difference between transfer to owned and transfer to consigned transactions?
Can I return material to consigned status after the generation of a consumption advice?
How can I resolve consumption advice errors?
What's the consumed quantity?
Can I pay on use for consigned inventory?
4 Understand Back-to-Back Processing
Back-to-Back Fulfillment: Explained
Reservations Handling in Back-to-Back Fulfillment: Explained
Change Management in Back-to-Back Fulfillment: Explained
FAQs for Back-to-Back Processing
What's a back-to-back transfer order?
What's the difference between a regular transfer order and a back-to-back transfer order?
5 Plan Inventory Replenishment
Min-Max Planning: Explained
Min-Max Planning Report Parameters: Points to Consider
Min-Max Planning Replenishment Quantities: How They Are Calculated
Rounding the Reorder Quantity: How It Affects Min-Max Planning Reorder Calculations
Specifying the Fixed Lot Multiple: How It Affects Min-Max Planning Reorder Calculations
FAQs for Inventory Replenishment
What's inventory organization-level min-max planning?
What's subinventory-level min-max planning?
What happens if I select the Supplier item sourcing type for replenishment?
6 Perform Cycle Counting
Cycle Counting: Explained
Create and Manage Cycle Counts
Adding Items to a Cycle Count: Explained
Cycle Count Approval Tolerances: How They Are Calculated
FAQs for Cycle Counts
What are positive and negative hit and miss percentages?
What happens if I select Adjust if Possible for serial number adjustments?
How does the cycle count handle consigned inventory?
FAQs for Creating Manual Count Schedules
Why would I create a manual count schedule?
Generate Count Schedules
Cycle Count Schedules: How They Are Generated
Generate Count Sequences
Cycle Count Sequences: How They Are Generated
FAQs for Generating Count Sequences
When should I generate count sequences?
Approve Count Sequences
FAQs for Approving Count Sequences
How can I approve count sequences for counts that are associated with consigned inventory?
Import Count Sequences
Integrating Cycle Counting With an External Application: Explained
7 Perform Physical Inventory Count
Manage Physical Inventories
Specifying Quantity Tolerance Percentages: Explained
Tag Generation Sequence: How It Is Calculated
FAQs for Managing Physical Inventories
What happens if I select different approval type options for physical inventories?
FAQs for Recording Physical Inventory Tags
What should I do with unused tags?
When should I create dynamic tags?
How can I record physical inventory tags for a consigned inventory item?
How can I create a dynamic or blank tag for a consigned inventory item?
FAQs for Post Physical Inventory Adjustments
What happens when I post physical inventory adjustments?
8 Analyze Materials Management and Logistics
Monitor Warehouse Operations Dashboard
Warehouse Operations Key Performance Indicators: Explained
Warehouse Activity Dashboard Calculations: Explained
Inventory Value KPI: How It Is Calculated
Hit or Miss Accuracy KPI: How It Is Calculated
Exact Matches Rate KPI: How It Is Calculated
FAQs for Warehouse Operation Dashboard
What's the difference between inbound shipments and outbound shipments?
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