- Title and Copyright Information
- Get Help
- 1 Overview
- 2 Review Inventory Balances and Availability
- Manage Item Quantities
- Overview of Manage Item Quantities
- Available to Reserve and Available to Transact Values
- Example of Creating Miscellaneous Transactions from Manage Item Quantities Page
- External Page Linking From Manage Item Quantities
- Query by Example for Serial Numbers on the Manage Item Quantities Page
- FAQs for Manage Item Quantities
- Review Item Supply and Demand
- How You Review Item Supply and Demand
- FAQs for Review Item Supply and Demand
- Manage Pending Inventory Balances
- Perform Inventory On-Hand Quantity Consolidation
- Manage Item Quantities
- 3 Inventory Transactions
- Subinventory Transfers
- Miscellaneous Transactions
- Miscellaneous Transactions
- Available On-Hand Quantity for Miscellaneous Transactions
- FAQs for Miscellaneous Transactions
- What's a miscellaneous transaction?
- Can I create a new miscellaneous transaction line by copying an existing line?
- How can I receive material that doesn't have a purchase order number?
- How can I issue material without creating a movement request?
- What's Enter Cost Details?
- How can I enter the unit cost for miscellaneous transactions?
- How can I default the current item cost when creating miscellaneous transactions?
- Can I enter the requester for a miscellaneous transaction?
- How can I create miscellaneous transactions against a specific owning party for consigned inventory items?
- Can I create a new account combination if the one I want doesn't exist when performing a miscellaneous transaction or movement request issue?
- How can I restrict back dated transactions in miscellaneous transactions?
- Interorganization Transfers
- Interorganization Transfers
- Available On-Hand Quantity for Interorganization Transfers
- FAQs for Interorganization Transfers
- Movement Requests
- Movement Requests
- Perform Movement Requests
- Set Up Replenishment Movement Requests
- Cancel or Fulfill the Remaining Quantity on Partially Picked Movement Request Lines
- Overview of Approval for Movement Requests
- Movement Request Approval Process
- Set Up Approvals for Movement Requests
- Movement Request Approval Stage and Participants
- Movement Request Approval Rules
- Transaction Console for Movement Request Approval Transactions
- FAQs for Movement Requests
- Can I create a movement request from the Manage Items Quantities page?
- Can I enter the requester for a requisition movement request?
- Can I create a new account combination if the one I want doesn't exist when performing a miscellaneous transaction or movement request issue?
- How can I cancel a pick slip automatically when the related movement request is closed or canceled?
- What type of movement requests can use approval workflow?
- Pending Transactions
- Pending Transactions
- How You Delete Pending Transactions
- Purge Inventory Transactions Interface Process
- Example of How to Purge Inventory Interface Transactions Using the Scheduled Process
- Pending Inventory Reduction Transactions for Sales Orders
- FAQs for Pending Transactions
- How can I edit pending transaction errors?
- What's the difference between the validated and staged transaction states?
- What happens when I add a transaction to the Process Schedule?
- How can I delete a pick pending transaction?
- Can I delete a sales order pick transaction if the lines have already been shipped or canceled?
- Why can't I delete cycle count pending transactions?
- How can I purge data from the Inventory Transactions Interface table?
- How can I mass update the transaction dates on pending transactions in the UI?
- Why doesn't the transaction date on the Review Completed Transactions or Manage Pending Transactions pages match the actual source transaction creation date entered through FBDI?
- Why can't I view my account or account alias transactions on the Manage Pending Transactions page?
- Review Completed Transactions
- Discrete Manufacturing Sourced Inventory Transactions
- Discrete Manufacturing Sourced Inventory Transactions
- Work in Process Negative Material Return Transactions
- Serial Numbers and Rework Work Orders
- FAQs for Discrete Manufacturing Sourced Inventory Transactions
- Reservations and Picks
- Overview of Reservations and Picks
- Reservations
- Picks
- Hierarchy Levels for Reservations and Picks
- Transfer Supply
- Transfer Demand
- Create Inventory Reservation without Existing Demand Document
- Detailed Reservations for Purchase Orders, Work Orders, and Transfer Orders
- Reserve Unreleased Orders
- Purge Inventory Reservations Interface Process
- 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?
- How can I use the Manage Reservations and Picks page to reserve materials for manufacturing work orders?
- Why can't I detail my sales order reservation to the project and task level?
- How can I automatically pick release for serialized items?
- How can I create a manual reservation for sales orders and transfer orders that aren't yet awaiting shipping?
- How can I remove excess inventory reservations?
- How can I make a pick release allocate a specific lot to sales orders?
- Confirm Pick Slips
- Overview
- Serial Number Entry at Pick Confirmation
- Overpick for Sales Orders, Transfer Orders, and Work Orders
- Enable Overpicking for Sales Orders, Transfer Orders, and Work Orders
- Example of How to Prioritize Picking Based on Subinventory
- FAQs for Confirm Pick Slips
- What happens if I confirm a pick slip and navigate to ship confirm?
- What are the inventory transactions that support entering serial numbers at pick confirmation?
- What happens if I select the Close movement request lines at pick confirmation check box?
- Can I overpick more than the on-hand quantity?
- Why did I get the partial picking error INV_PICK_NO_QTY_EXCEPTION?
- How do I query confirmed pick slip data?
- Lot Transactions
- Units of Measure
- Country of Origin Tracking
- Country of Origin Tracking for Inventory Transactions
- FAQs for Country of Origin Tracking
- 4 Lot and Serial Numbers
- Lot Numbers
- Overview of Lot Control
- Lot Management
- Lot Number Recording
- How You Set Up Lot Control
- Lot-Controlled Items
- Lot Attribute Restrictions
- How the Dates in Lot Attributes Are Calculated
- Considerations for Selecting Lot Number Uniqueness Control
- How You Disable Inventory Lots
- How You Transact Lots Without On-Hand Quantity
- Enable Audit for Lot and Serial Numbers
- FAQs for Lot Numbers
- What happens to an inactive lot?
- What happens when a lot expires?
- Does a lot retain its expiration date during interorganization and subinventory transfers?
- What happens if I allow different lot statuses in an organization?
- What happens if I select different lot generation options for lot control?
- Can I change the lot number uniqueness control option for an inventory organization?
- What's a child lot?
- How can I disable an inventory lot?
- Why can't I disable inventory lots?
- 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?
- Serial Numbers
- Overview of Serial Number Control
- Serial Number Management
- Serial Number Recording Options
- How You Set Up Serial Number Control
- Serial-Controlled Items
- Serial Number Generation Restrictions
- Serial Number Generation and Assignment
- Serial Number Generation Option Changes
- Considerations for Selecting Serial Number Uniqueness Control
- Serial Entry at Pick
- Examples of Serial Entry at Pick
- FAQs for Serial Numbers
- Lot Numbers
- 5 Inventory Replenishment
- Min-Max Planning
- Min-Max Planning Report Parameter Options
- How Min-Max Planning Replenishment Quantities Are Calculated
- How Rounding the Reorder Quantity Affects Min-Max Planning Reorder Calculations
- How Specifying the Fixed Lot Multiple Affects Min-Max Planning Reorder Calculations
- Set Up Min-Max Planning
- Min-Max Sourcing Types
- Calculate the Min-Max Quantities of an Item Automatically
- Example of Min-Max Planning with Process Manufacturing and Co-Products
- Min-Max Movement Request Process Flow
- How the Replenishment Date is calculated
- PAR Counts Overview
- 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?
- How do I use the Demand Cutoff Date and Demand Cutoff Date Offset parameters for the Min-Max Planning Report?
- Can min-max planning ever exceed your maximum quantity?
- Can I use both min-max planning and PAR level counting for a subinventory?
- How can I create a requisition after the min-max process has been run?
- Why isn't the min-max report creating any requisitions?
- How can I group all min-max lines together on a single requisition?
- 6 Item Replacement
- Overview of Item Replacement
- Notifications for the Inventory Planner
- Accessing an Item Replacement Task
- Mass Replacement of Inventory Entities
- 7 Cycle Counts
- Cycle Counting
- Create and Manage Cycle Counts
- Cycle Count Criteria
- Cycle Count Creation
- How You Add Items to a Cycle Count
- How Cycle Count Approval Tolerances Are Calculated
- How Cycle Counts Determine the Number of Items to Count Each Day
- Query by Example for Cycle Counts
- Schedule Automatic Cycle Counts
- Cycle Counts and Consigned Inventory
- 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?
- Why can't I see records in the Cycle Count Open Interface table?
- How is the due date on the Cycle Count Listing report calculated?
- Purge Cycle Counts
- Create Manual Count Schedules
- FAQs for Create Manual Count Schedules
- Generate Count Schedules
- Generate Count Sequences
- Approve Count Sequences
- Import Count Sequences
- 8 Physical Inventory Counts
- Overview of Physical Inventory
- Define Physical Inventories
- Generate Physical Inventory Snapshot
- Generate Physical Inventory Tags
- Record Physical Inventory Tags
- Overview of Recording Physical Inventory Tags
- Record Physical Inventory Tags
- FAQs for Record Physical Inventory Tags
- Approve Physical Inventory Adjustments
- Overview of Approving Physical Inventory Adjustments
- Approve Physical Inventory Adjustments
- FAQs for Approving Physical Inventory Adjustments
- Post Physical Inventory Adjustments
- Purge Physical Inventory
- 9 Transfer Orders
- Transfer Orders
- Transfer Types
- Transfer Order Statuses
- How Transfer Orders Are Processed
- Transfer Order Billing Details for Requisitions
- Transfer Order Supply Sources
- Notes on Transfer Orders
- How You Create an Ad-Hoc Transfer Order Request
- Query by Example for Items on Transfer Orders
- How You Use the Destination Inventory Organization as Customer on Internal Material Transfers
- Substitute Items on Transfer Orders During Pick Release
- Use Substitute Items During Pick Release for Transfer Orders
- How Item Substitution at Pick Release Works for Transfer Order Lines Under Budgetary Control
- Substitute Items for Transfer Order Lines Interfaced to an External WMS or 3PL
- Set Up Substitute Items for Transfer Order Lines Interfaced to an External WMS or 3PL
- Kit Items for Transfer Orders
- How Transfer Order Change Management Is Calculated
- How You Cancel Quantities on Transfer Orders
- How You Automatically Cancel Backordered Transfer Order Lines
- Examples of Automatically Canceling Backordered Transfer Order Lines
- Transfer Order Status Report
- Print Cancel Transfer Order Report
- How the Print Cancel Transfer Order Report Is Processed
- FAQs for Transfer Orders
- What's an internal material transfer?
- What's the difference between inventory and expense destination transfer orders?
- What's a transfer order requester?
- Can I use the source organization's business unit for sales orders created from transfer orders?
- Why doesn't the transfer order number, with a corresponding internal sales order, display in the search criteria on the Create Pick Wave page?
- 10 Consigned Inventory From Supplier
- Consigned Inventory
- Consigned Inventory Lifecycle
- Consigned Inventory Aging
- Consigned Inventory Consumption
- Consumption Advice
- Considerations for the Create Consumption Advice Process
- How Consumption Advice Generation Frequency Is Calculated
- Consumption Advice Errors and Exceptions
- Examples of Consigned Inventory Returns
- Logic for Consigned Inventory Receipt and Quantity Adjustments on the Manage Item Quantities Page
- FAQs for 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?
- 11 Back-to-Back Orders
- Promise Sales Orders In Your Back-To-Back Flow
- Reservations Handling in Back-to-Back Fulfillment
- Change Management in Back-to-Back Fulfillment
- FAQs for Back-to-Back Processing
- 12 Project-Specific Inventory
- Segregate and Manage Project-Specific Inventory
- Receive Project-Specific Inventory
- Pick Project-Specific Inventory
- Transfer Project-Specific Inventory
- Accept Project-Specific Customer Returns
- Overview of Project-Specific Customer Returns
- Project-Specific Customer Returns
- Considerations for Project-Specific Customer Returns
- Project-Specific Customer Return Scenarios
- FAQs for Project-Specific Customer Returns
- FAQs for Project-Specific Inventory
- 13 External System Integrations
- Inventory Transaction Interface
- Count Sequence Interface
- Reservation Interface
- Considerations for Using the Reservation Interface
- Inventory Balances Integration with External Systems
- Third-Party Logistics and Warehouse Management Systems
- Overview of Inventory Management Integration with 3PL and Warehouse Management Systems
- 14 Mobile Inventory
- Overview of Mobile Inventory
- PAR Counts
- Stocking Inquiries
- Pick Confirm
- Receive Goods
- Inspect Goods
- Put Away Goods
- Deliver Goods
- Lot and Serial Numbers
- Miscellaneous Transactions
- Subinventory Transfers
- Interorganization Transfers
- Cycle Count
- Outbound Shipments
- Barcode Scanning
- Barcode Label Printing
- Healthcare Industry Barcode labels