Defining Beginning Inventory On Hand
To define beginning inventory on hand:
Access the Planning Console form.
Form Name
Form ID
Navigation
Planning Console
W34X200A
Click the Item No. link in the Item Number field of the Item Summary grid in the Planning Summary program (P34X100).
DRP Daily Operations (G3411) or MRP Daily Operations (G3413).
Select Planning Console (P34X200).
Receipt Routing Inquiry
W34X221A
From the Beginning Inventory On Hand group, select the Quantity in Transit link.
From the Form menu, select the In Transit Orders option.
From the Beginning Inventory On Hand group, select the Quantity in Inspection link.
From the Form menu, select the In Inspection Orders option.
From the Beginning Inventory On Hand group, select the Quantity in Operation 1 link.
From the Form menu, select the Operation 1 Orders option.
From the Beginning Inventory On Hand group, select the Quantity in Operation 2 link.
From the Form menu, select the Operation 2 Orders option.
Expired Lots
W34X210B
From the Beginning Inventory On Hand group, select the Expired Lots Quantity link.
From the Form menu, select the Expired Lots option.
Held Inventory
W34X210B
From the Beginning Inventory On Hand group, select the Held Inventory Quantity link.
From the Form menu, select the Held Lots option.
Review the search criteria for supply and demand, as applicable.
Review the quantity on hand for each category in the Beginning Inventory On Hand group:
- Quantity on Hand
Displays the number of units that are physically in stock. The system displays the quantity on hand in the primary unit of measure.
- Quantity in Transit
Displays the quantity currently in transit from the supplier.
The value displays in the primary unit of measure.
- Quantity in Inspection
Displays the quantity currently being inspected. This quantity has been received, but is not considered on hand.
The value displays in the primary unit of measure.
- Quantity in Operation 1
Displays the quantity which is currently at a user-defined operation within the dock-to-stock process. The quantity has been received, but may or may not be considered to be on hand.
The value displays in the primary unit of measure.
- Quantity in Operation 2
Displays the quantity which is currently at a user-defined operation within the dock-to-stock process. The quantity has been received, but may or may not be considered to be on hand.
The value displays in the primary unit of measure.
- Safety Stock
Displays the quantity of stock kept on hand to cover high-side variations in demand.
- Expired Lots Quantity
Displays a value that represents the number of units in expired lots. The system displays the expired lot quantity in the primary unit of measure.
- Held Inventory Quantity
Displays a value that represents the number of units in held lots. The system displays the held lot quantity in the primary unit of measure.
- Past Due Supply Quantity
Displays a value that represents the supply units that are past due. The system displays the supply quantity that is past due in the primary unit of measure.
To review the receipt routing in transit orders, select the Quantity in Transit link.
Review the following fields on the Receipt Routing Inquiry form:
- Order Number
Displays a number that identifies an original document. This document can be a voucher, a sales order, an invoice, unapplied cash, a journal entry, and so on.
- Order Ty (order type)
Displays a user-defined code (00/DT) that identifies the type of document. This code also indicates the origin of the transaction. JD Edwards has reserved document type codes for vouchers, invoices, receipts, and time sheets, which create automatic offset entries during the post program. (These entries are not self-balancing when you originally enter them.)
The following document types are defined by JD Edwards and you should not change them:
P: Accounts Payable documents
R: Accounts Receivable documents
T: Payroll documents
I: Inventory documents
O: Purchase Order Processing documents
J: General Accounting/Joint Interest Billing documents
S: Sales Order Processing documents
- Order Type Description
Displays a description of the order type.
- Quantity In Transit
Displays the quantity currently in transit from the supplier.
- Primary UM (primary unit of measure)
Displays a user-defined code (00/UM) that indicates the quantity in which to express an inventory item, for example, CS (case) or BX (box).
- Primary Unit of Measure Description
Displays a description of the primary unit of measure.
- Freeze Code
Displays a code that indicates if the line on the order is frozen. MPS/MRP does not suggest changes to frozen orders. Values are:
Y: Yes, freeze the order.
N: No, do not freeze the order. This value is the default.
To review the receipt routing quantity in inspection, select the Quantity in Inspection link.
Review the fields on the Receipt Routing Inquiry form.
- Quantity in Inspection
Displays the quantity currently in transit from the supplier.
To review the receipt routing quantity in operation 1, select the Quantity in Operation 1 link.
Review the fields on the Receipt Routing Inquiry form.
- Quantity in Operation 1
Displays the quantity currently in transit from the supplier.
To review the receipt routing quantity in operation 2, select the Quantity in Operation 2 link.
Review the fields on the Receipt Routing Inquiry form.
- Quantity in Operation 2
Displays the quantity currently in transit from the supplier.
To review the expired lot quantities, select the Expired Lots Quantity link.
Review the following fields on the Expired Lots form:
- Lot Serial Number
Displays a number that identifies a lot or a serial number. A lot is a group of items with similar characteristics.
- Lot Description (Release 9.2 Update)
A user defined code (41/L) that indicates the status of the lot. When NBLOTSTS is set to No or NBLOTSTS is not present in EnterpriseOne Control System program (P99410), you leave this field blank to indicate that the lot is approved. All the other codes indicate that the lot is on hold.
When NBLOTSTS is set to Yes, the lot status is validated by a special handling code in 41/L. All codes containing the special handling code 1 indicate that the lot is approved. All codes containing special handling codes other than 1 indicate that the lot is on hold.
On the Item/Location Information (P41024) or Location Lot Status Change (P4108) forms, you can assign a different status code to each location in which a lot resides.
- Quantity on Hand
Displays the number of units that are physically in stock. The system displays the quantity on-hand in the primary unit of measure.
- Lot Effectivity Date
Displays the date on which a lot becomes available. The system uses this date for availability and commitment processing to indicate that the lot is available on or after the date that you specify. You must complete this field when the inventory first becomes an on-hand quantity for the lot. If you leave this field blank, the system calculates the effective date of the lot by using the value for Effective Days in the Item Branch File table (F4102) or the current date if the value for Effective Days is zero.
- Lot Expiration Date
Displays the date on which a lot of items expires. The system automatically enters this date if you have specified the shelf life days for the item on Item Master Information or Item Branch/Plant Information. The system calculates the expiration date by adding the number of shelf life days to the date that you receive the item. You can commit inventory based on the lot expiration date for items. You choose how the system commits inventory for an item on Item Master Information or Item Branch/Plant Information.
- Best Before Date
Displays the last date on which the products in a lot should be consumed. The system calculates the date by retrieving the value from the Best Before Days field in the Item Master program (P4101). You can also use this date as a "through" date for commitment processing. You can commit a lot by this date by using the Commitment Date Method field in the Item Branch program (P41026).
- On Hand Date
Displays the date when a lot is considered to be on-hand in a branch/plant. The system determines the on-hand date by using the transaction date on which the first inventory for a particular lot is determined to be on hand. The system automatically assigns this date to the Lot Master table (F4108).
- Best On Date
Displays the last date on which the products in a lot should be consumed. The system calculates the date by retrieving the value from the Best Before Days field in the Item Master program (P4101). You can also use this date as a "through" date for commitment processing. You can commit a lot by this date by using the Commitment Date Method field in the Item Branch program (P41026).
- Sell By Date
Displays the date by which a lot should be completely sold. The system uses this date as a "through" date for commitment processing. The system calculates the sell-by date by using the value in the Sell By Days field, which is contained in the Item Branch File table (F4102), when the inventory becomes available on-hand.
To review the held inventory quantities, select the Held Inventory Quantity link.
Review the following fields on the Held Inventory form:
- Lot Status Code (Release 9.2 Update)
- A user defined code (41/L) that indicates the status of the lot. When
NBLOTSTS is set to No or NBLOTSTS is not present in EnterpriseOne
Control System program (P99410), you leave this field blank to indicate
that the lot is approved. All the other codes indicate that the lot is
on hold.
When NBLOTSTS is set to Yes, the lot status is validated by a special handling code in 41/L. All codes containing the special handling code 1 indicate that the lot is approved.
All codes containing special handling codes other than 1 indicate that the lot is on hold. On the Item/Location Information (P41024) or Location Lot Status Change (P4108) forms, you can assign a different status code to each location in which a lot resides.
- Lot Status Code Description
Displays the description of the lot status code.
- Quantity Held
Displays the number of units that are physically in stock. The system displays the quantity on-hand in the primary unit of measure.
Select the Include option to include or exclude the following quantities in on-hand inventory, as applicable:
Quantity in Transit
Quantity in Inspection
Quantity in Operation 1
Quantity in Operation 2
Safety Stock
Expired Lots Quantity
Held Lots Quantity
Past Due Supply Quantity
Manage supply and demand, as applicable.