Advanced Bin / Numbered Inventory Management

If you enable the Advanced Bin / Numbered Inventory Management feature, it provides an enhanced version of tracking inventory in bins. If you use the Lot Tracking and Serialized Inventory features, it includes bin tracking for serial and lot numbered items, respectively. For regular and numbered items, you can enable bin tracking on a per-location basis.

The Advanced Bin / Numbered Inventory Management feature includes functionality that is not available in the basic Bin Management feature. For more information, see Bin Management.

Advanced Bin Management Setup

To set up advanced Bin Management, complete the procedures in the following topics:

Note:

If you use basic Bin Management and you want to upgrade to advanced Bin Management, see Upgrading to Advanced Bin Management.

1. Enable the following features: Bin Management and Advanced Bin/Numbered InventoryManagement feature. See Enabling Bin Management Features.

2. Optionally, you can set bin preferences. See Setting Bin Preferences.

3. If you use Multi-Location Inventory, set the Use Bins setting per location. See Enabling Bin Management by Location.

4. Add bins and assign each to a location that uses bins. See Creating Bin Records.

5. Enable the Use Bins setting for regular, lot, or serialized items that you track in bins. Optionally, you can also specify a preferred bin. See Setting Up Item Records for Bins.

6. If you have items, including lot or serial numbered types, with existing transactions or quantities, you can assign them to bins using the advanced Bin Put-Away Worksheet. See Updating Bin Putaway Worksheets.

For information about using SuiteScript with this feature, see SuiteScript Overview.

For information about using SOAP web services code with this feature, see Updating SOAP Web Services Code When Advanced Bin / Numbered Inventory Management is Enabled

No Pre-association Requirement

Use bins on transactions without being required to pre-associate bins to items. This lets you put away items using the Bin Put-Away Worksheet, even if bins are not associated with those items.

• The Bin Management feature requires you to associate a bin with the item on the item record. You must do this to select the bin for that item on transactions.

• The Advanced Bin / Numbered Inventory Management feature lets you use any bin for any item. You do not have to identify the bin on the item's record. However, you can associate bins with any item on the item record. Then, those bins show in the Associated bins list on transactions. You can also set a preferred bin for an item.

Use Bins for Serialized and Lot Numbered Items

When you also use the Lot Tracking or Serialized Inventory features, you can assign bins to serial numbered items and lot numbered items. To set one these bins as your preferred bin, see Lot, Serial, and Bin Numbering.

If you use basic Bin Management, you cannot associate serial or lot items with bins.

Use Bins on a Per-Location Basis

When you also enable the Multi-Location Inventory feature, you can use bins at only specific locations. For example, you can set warehouse and store locations to use bins to track inventory. You can also choose to not use the Advanced Bin Management functionality at your head office location.

If you use basic Bin Management, you cannot use bins on a per-location basis.

For more information, see Bin Management by Location.

Subtabs Available

Depending on the item type, item records show the following subtabs on which you can track on hand and available quantities:

• Inventory Detail – For items that use bins, this subtab shows the quantities for inventory numbers within each bin.

  Note:

  To display the inventory numbers on hand, you can select Inventory Numbers on Hand in the View field. Items that you do not put away are not included in the on-hand count at the bin level.

• Bin Numbers – Shows the quantities for each bin

• Inventory Numbers – Shows the quantities for each inventory number within a location

Inventory Detail Subrecord

Note:

The inventory detail subrecord on item records display on-hand and available quantities in five decimal places, whereas it displays those on transactions in eight decimal places. If you want to get these quantities with eight decimal places from the inventory detail subrecord through scripting, saved search, or formula, use the Inventory Balance Search. Otherwise, you might get a mismatch between the quantity values.

A popup selector is available for choosing a bin for an item. Click the Inventory Detail icon on records and transactions to filter the bins list, choose a bin, and enter a quantity.

The Inventory Detail icon shows in one of two ways:

• Arrow – The arrow icon indicates that the inventory detail is available for the item and needs to be configured. It appears only in Edit mode for a transaction.

• Check mark – The check mark icon indicates that you have already configured the inventory detail for this item. It appears in View mode for transactions, or in Edit mode after you configure the inventory detail.

After you click the Inventory Detail icon, enter the following in the popup window:

• If the item is numbered, in the Serial/Lot Number list, select the appropriate number.

• In the Bin list, select the bin in which you want to add the items. The Bin column displays the preferred bin by default. The list of available bins to select updates based on the transaction’s associated location.

The popup window includes filters to limit bin choices available for selection within a large set of bins. These filters include the following:

• All bins

• Preferred bin

• Associated bin

If the associated transaction adds to your on-hand inventory, the following filters also appear:

• Bins with quantity

• Previously used Bins

In the Inventory Detail popup window on bin transfers, you can also specify the originating bin and receiving bin.

Inventory Details for Inventory Status

When you use the Inventory Status feature, a Status field appears in the Inventory Detail popup window. Use this field verify or select the status for the items on the associated transaction.

Inventory Details for Serial and Lot Numbered Items

When you use serial or lot numbered items, additional buttons are provided in the Inventory Detail popup window.

When you click the Inventory Detail icon, you see the following options to enter multiple numbers at the same time:

• Express Entry – You can click this button to use a text box to cut and paste numbers to increase and decrease inventory. When you click OK, the inventory detail populates in the list.

• Autogenerate Numbers – For inventory increase transactions, you can use this button to generate a list of serial or lot numbers. Inventory increase transactions include item receipts and assembly builds for assembly completions.

  Choose settings in the following fields to define the numbering used:

  • Prefix – the prefix of the serial or lot numbers

  • Minimal Digits – the least amount of digits to be used

  • Starting Number – the first serial or lot number in the sequence

  • Quantity – the quantity to enter for each inventory number

The Inventory Detail icon and popup window are available on the following transactions:

Assembly Build Credit Card Charge Credit Card Refund Cash Refund Cash Sale Check Credit Memo Invoice Inventory Adjustment

Inventory Distribution Inventory Transfer Inventory Worksheet Item Receipt Item Fulfillment Assembly Unbuild Vendor Bill Vendor Credit

Sales Order Work Order Transfer Order Purchase Order Return Authorization Vendor Return Authorization Bin Transfer Bin Putaway

Permissions for the inventory detail subrecord are inherited from its parent transaction. For example, to edit the inventory detail from a sales order, you must have permission to edit the sales order. For more information, see Standard Roles Permissions Table.

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Related Topics

• Basic Bin Management
• Printing Bin Putaway Worksheets
• Bin Transfers

General Notices