BR100_OPM_Inventory_Application_Setup.doc

AIM

BR.100 OPM INVENTORY APPLICATION SETUP

XXXXX OPM INVENTORY

Author: XXXX

Creation Date: October 31, 2013

Last Updated: October 31, 2013

Document Ref: 1032000001/BR100/OPM Inventory/001

Version: 1.0

Approvals:

Omar Basaad Project Manager

BR.100 OPM Inventory Application Setup

Document Control

Change Record

5

Date Author Version Change Reference

26-09-2013

XXXX 1.0 No Previous Document

Reviewers

Name Position

Distribution

Copy No.

Name Location

1 Library Master XXXX LLC234

Note To Holders:

If you receive an electronic copy of this document and print it out, please write your name on the equivalent of the cover page, for document control purposes.

If you receive a hard copy of this document, please write your name on the front cover, for document control purposes.

XXXXX OFile Ref: document.doc (v. Error: Reference source not found )

Company Confidential - For internal use only

IC: Set Up Item Freight Class 19 of 38

Doc Ref: 1032000001/BR100/OPM Inventory/001October 31, 2013


Contents

Document Control............................................................................................

Application Set Up Control Sheet - Common Set Up Forms...........................

IC: Set Up Inventory Calendar.........................................................................

IC: Set Up Item Master.....................................................................................

IC: Set Up Item/Lot Conversion........................................................................

IC: Set Up Warehouse......................................................................................

IC: Set Up Warehouse Location.......................................................................

IC: Set Up Lot and Sublot.................................................................................

IC: Set Up Lot Status........................................................................................

IC: Set Up Commodity Code............................................................................

IC: Set Up Allocation Class...............................................................................

IC: Set Up Lot Allocation Parameter................................................................

IC: Set Up Inventory Types.............................................................................

IC: Set Up General Ledger Class.....................................................................

IC: Set Up Inventory Class...............................................................................

IC: Set Up Item Cost Class...............................................................................

IC: Set Up Item Customs Class........................................................................

IC: Set Up Item Freight Class...........................................................................

IC: Set Up Item Planning Class........................................................................

IC: Set Up Item Price Class..............................................................................

IC: Set Up Item Purchasing Class....................................................................

IC: Set Up Item Sales Class..............................................................................

IC: Set Up Item Shipping Class........................................................................






IC: Set Up Item Storage Class..........................................................................

IC: Set Up Item Tax Class Association.............................................................

IC: Set Up Production Rules.............................................................................

IC: Set Up Warehouse Rules............................................................................

IC: Set Up Warehouse Transfer Rules.............................................................

IC: Set Up ABC Rank (optional)........................................................................

IC: Set Up Control Groups................................................................................

IC: Set Up Count Classes.................................................................................

IC: Set Up Address Detail.................................................................................

IC: Set Up EC Country Codes...........................................................................

IC: Set Up EC Region Codes.............................................................................

IC: Set Up EC Terms of Delivery......................................................................

IC: Set Up Supplemental Details.....................................................................

Open and Closed Issues for this Deliverable..................................................

Open Issues................................................................................................Closed Issues.............................................................................................





Application Set Up Control Sheet - Common Set Up Forms

Environment Name: Machine: Type (definition, execution, both):

Inventory Setup Responsibility Due Date QA Responsibility QA Due Date Signature Approval

Set Up Inventory CalendarXXXX Inventory

Set Up Item Master XXXX Inventory

Set Up Item/Lot Conversion XXXX Inventory

Set Up Warehouses XXXX Inventory

Set Up Warehouse Locations XXXX Inventory

Set Up Lots & Sublots XXXX Inventory

Set Up Commodity Code XXXX Inventory

Set Up Allocation Class XXXX Inventory

Set Up Lot Allocation Parameters XXXX Inventory

Set Up Inventory Types XXXX Inventory

Set Up General Ledger Class XXXX Inventory

Set Up Item Cost Class XXXX Inventory

Set Up Item Custom Class XXXX Inventory

Set Up Item Freight Class XXXX Inventory

Set Up Item Planning Class XXXX Inventory

Set Up Item Price Class XXXX Inventory

Set Up Item Purchasing Class XXXX Inventory

Set Up Item Sales Class XXXX Inventory

File Ref: document.doc (v. )Company Confidential - For internal use only


Doc Ref:

Inventory Setup Responsibility Due Date QA Responsibility QA Due Date Signature Approval

Set Up Item Shipping Class XXXX Inventory

Set Up Item Storage Class XXXX Inventory

Set Up Item Tax Class Association XXXX Inventory

Set Up Production Rules XXXX Inventory

Set Up Warehouse Rules XXXX Inventory

Set Up Warehouse Transfer Rules XXXX Inventory

Set Up ABC Rank XXXX Inventory

Set Up Control Groups XXXX Inventory

Set Up Count Classes XXXX Inventory

Set Up Address Detail XXXX Inventory

Set Up EC Country Codes XXXX Inventory

Set Up EC Region Codes XXXX Inventory

Set Up EC Terms of Delivery XXXX Inventory

Set Up Supplemental Details XXXX Inventory



Doc Ref:

IC: Set Up Inventory Calendar

Navigation Path (OPM Inventory:OPM Inventory Control:Inventory Setup:Inventory Calendar)

<Company Short Name> Process:Inventory

Business Area: <Business Area>

Date: <Date>

Control Number: <Control Number>

Priority(H, M, L): <Priority (H,M,L)>

Process Owner: <Process Owner>

Description: Use this form to Enter the Inventory Calendar.

<Inventory Calendar - Header>Use this region to enter the Header information for the Inventory Planning Calendar

Company

Fiscal Year

Calendar Description

Start Date

Status (Display Only)

<Inventory Calendar - Detail>Use this region to review the detail information for the Inventory Planning Calendar and establish and end date and description for a period.

Period

(Auto- Generated)

Start Date

(Auto- Generated)

End Date Status

(Display Only)

Description



Doc Ref:

IC: Set Up Item Master

Navigation Path (OPM Inventory:OPM Inventory Control:Inventory Setup:Item Master)



Date: <Date>




Description: Use this form to enter Inventory Items.

<Inventory Items>Use this region to review and enter the Item basic Item information.Item -> Controls Classes

Description Non-Inventory

Yes/No Sales

Comment Location GL

Alternate Item A Lot Yes/No Ship

Alternate Item B Indivisible

Yes/No Freight

Warehouse Item Sublot Yes/No Price

Inactive Grade Cost

Experimental Default Storage

Unit of Measure Data

Status Non-Status

With Inventory

No Inventory

Inventory

Dual Control Default Purchase

UOM Matching Inv/PO/Recpt

No Matching

Invoice/PO

Allocation

Deviation Factor +

Customs

Deviation Factor -

Planning

Codes Sequence

Type Cost Ref



Doc Ref:

Item -> Controls Classes

ABC Rank

Commodity Code

<Quality Control> - [Special menu]:QC Additional InfoUse this region to enter quality control information.

Retest Interval

Shelf Life Hold Reason Expiration Interval

Action Reference Item



Doc Ref:

IC: Set Up Item/Lot Conversion

Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Item/Lot Conversion)



Date: <Date>




Description: Use this form to Enter Conversion Rates for Specific Item/Lot/Sublots.

<Item Lot/Sublot Conversion Rates>

Item Inv UOM Type

(Display Only)

Lot Sublot Conversion UOM Type

Conversion From

Conversion To

Factor



Doc Ref:

IC: Set Up Warehouse

Navigation Path (OPM Inventory:OPM Inventory Control: Setup:Warehouse)



Date: <Date>

Item Priority(H, M, L): <Priority (H,M,L)>


Description: Use this form to enter Warehouses.

<Warehouses>Use this region to review and enter Warehouses and associated information.

Warehouse

Description Organization

Region Code

Whse Class

Tax Loc Code

Lctn Ctl

Consign Ind

Contact

Phone Ship Stage

Recv Stage

Ingred Stage

ProductStage



Doc Ref:

IC: Set Up Warehouse Location

Navigation Path (OPM Inventory:OPM Inventory Control: Setup:Location)



Date: <Date>




Description: Use this form to enter Warehouse Locations.

<Warehouse Locations>Use this region to review and enter Warehouse Locations and associated information.

Warehouse Location Description Capacity Quantity Capacity UOM



Doc Ref:

IC: Set Up Lot and Sublot

Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Lot/Sublot)



Date: <Date>




Description: Use this form to Enter Lots and Sublots.

<Lots and Sublots>Use this region to review and establish Lots and Sublots for Items.

Vendor Information Characteristics Quality Control

Item Lot Sublot

Description Vendor

Name Lot Number

Strength

Origination

Creation Date

Retest Date

Expire Date

Active Y/N

Grade

Action Date

Action Code



Doc Ref:

IC: Set Up Lot Status

Navigation Path (OPM Inventory:OPM Inventory Control: Setup:Lot Status)



Date: <Date>




Description: Use this form to Enter Lot Statuses.

<Lot Statuses>Use this region to review and enter Lot Status and their descriptions

Lot Status

Description

Hold Reason

Use this region to associated planning codes to Lot Status.

Nettable Yes/No Order Proc Yes/No Production Yes/No Shipping Yes/No Rejected Yes/No



Doc Ref:

IC: Set Up Commodity Code

Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Commodity Code)



Date: <Date>




Description: Use this form to Enter Commodity Codes.

<Commodity Code>Use this region to review and enter Commodity Codes and Description of Commodity Codes

Code Commodity Code Description



Doc Ref:

IC: Set Up Allocation Class

Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Allocation Setup:Class)



Date: <Date>




Description: Use this form to Enter Allocation Classes.

<Allocation Classes>Use this region to review and enter Allocation Classes and Description of Allocation Classes

Class Description

FIFO



Doc Ref:

IC: Set Up Lot Allocation Parameter

Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Allocation Setup:Parameters)



Date: <Date>




Description: Use this form to Enter Lot Allocation Parameters.

<Lot Allocation Parameters>Use this region to review and establish Lot Allocation Parameters for Allocation Classes and Warehouse combinations.

Allocation Parameters

Allocation Class Warehouse Method: FIFO/FEFO

Type: User/Automati

c

Shelf Days Horizon Lot Quantity: Single/Multiple



Doc Ref:

IC: Set Up Inventory Types

Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Inventory Types)



Date: <Date>




Description: Use this form to Enter Inventory Types.

<Inventory Types>Use this region to review and enter Inventory Types and Description of Inventory Type

Type Description



Doc Ref:

IC: Set Up General Ledger Class

Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:General Ledger)



Date: <Date>




Description: Use this form to Enter General Ledger Classes.

<General Ledger Classes>Use this region to review and enter General Ledger Classes and Description of General Ledger Classes

Class Description



Doc Ref:

IC: Set Up Inventory Class

Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Inventory)



Date: <Date>




Description: Use this form to Enter Inventory Classes.

<Inventory Classes>Use this region to review and enter Inventory Classes and Description of Inventory Classes

Class Description



Doc Ref:

IC: Set Up Item Cost Class

Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Cost)



Date: <Date>




Description: Use this form to Enter Item Cost Classes.

<Item Cost Classes>Use this region to review and enter Item Cost Classes and Description of Item Cost Classes

Class Description



Doc Ref:

IC: Set Up Item Customs Class

Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Custom)



Date: <Date>




Description: Use this form to Enter Item Customs Classes.

<Item Customs Classes>Use this region to review and enter Item Custom Classes and Description of Item Custom Classes.

Class Description



Doc Ref:

IC: Set Up Item Freight Class

Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Freight)



Date: <Date>




Description: Use this form to Enter Item Freight Classes.

<Item Freight Classes>Use this region to review and enter Item Freight Classes and Description of Item Freight Classes

Class Description



Doc Ref:

IC: Set Up Item Planning Class

Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Planning)



Date: <Date>




Description: Use this form to Enter Planning Classes.

<Item Planning Classes>Use this region to review and enter Item Planning Classes and Description of Item Planning Classes.

Class Description



Doc Ref:

IC: Set Up Item Price Class

Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Price)



Date: <Date>




Description: Use this form to Enter Item Price Classes.

<Item Price Classes>Use this region to review and enter Item Price Classes and Description of Item Price Classes.

Class Description



Doc Ref:

IC: Set Up Item Purchasing Class

Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Purchasing)



Date: <Date>




Description: Use this form to Enter Purchasing Classes.

<Item Purchasing Classes>Use this region to review and enter Item Purchasing Classes and Description of Item Purchasing Classes.

Class Description



Doc Ref:

IC: Set Up Item Sales Class

Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Sales)



Date: <Date>




Description: Use this form to Enter Item Sales Classes.

<Item Sales Classes>Use this region to review and enter Item Sales Classes and Description of Item Sales Classes

Class Description



Doc Ref:

IC: Set Up Item Shipping Class

Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Shipping)



Date: <Date>




Description: Use this form to Enter Item Shipping Classes.

<Item Shipping Classes>Use this region to review and enter Item Shipping Classes and Description of Item Shipping Classes

Class Description



Doc Ref:

IC: Set Up Item Storage Class

Navigation Path (OPM Inventory :OPM Inventory Control:Classes/Types:Item Storage)



Date: <Date>




Description: Use this form to Enter Item Storage Classes.

<Item Storage Classes>Use this region to review and enter Item Storage Classes and Description of Item Storage Classes

Class Description



Doc Ref:

IC: Set Up Item Tax Class Association

Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Tax Association)



Date: <Date>




Description: Use this form to Enter Item Tax Class Associations.

<Item Tax Class Association>Use this region to review and enter Item Tax Class Associations and Description of Item Tax Class Associations

Item Tax Class

Description

Use this region to add and review the Items Associated with the specific Item Tax Class Association above.

Item Description



Doc Ref:

IC: Set Up Production Rules

Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Reorder Rules:Production)



Date: <Date>




Description: Use this form to Enter Production Rules.

<Production Rules>Use this region to review and establish Production Rules for Items.

Reorder Rules

Quantity Lead Time Period Lead Time

Item Organization

L/L, Man, EOQ

MinQty

Max Qty

Std Qty

Resched

Period

Fixed LT

VariableLT

Contiguous Non-

Contiguous

Inner Fence

Outer Fence

3019919010002

NWIP Lot for Lot

1000 999999999

0 .000 .000 .000 Non Contiguous

7.0 365

3019919010003

NWIP Lot for Lot

1000 999999999


7.0 365

3019919010004

NWIP Lot for Lot

1000 999999999


7.0 365

3019919010005

NWIP Lot for Lot

1000 999999999


7.0 365

3019919020009

NWIP Lot for Lot

1000 999999999


7.0 365

3019919020010

NWIP Lot for Lot

1000 999999999


7.0 365

3019919020011

NWIP Lot for Lot

1000 999999999


7.0 365

3019919020012

NWIP Lot for Lot

1000 999999999


7.0 365

3019919020013

NWIP Lot for Lot

1000 999999999


7.0 365

3019919020014

NWIP Lot for Lot

1000 999999999


7.0 365

3019919020015

NWIP Lot for Lot

1000 999999999


7.0 365



Doc Ref:

IC: Set Up Production Rules – Screen Shot



Doc Ref:

IC: Set Up Warehouse Rules

Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Reorder Rules:Warehouse)XXXX XXXX Process: Inventory Business Area: Inventory Date: Aug 26, 2013Control Number: 002 Priority(H, M, L): H

<Warehouse Rules>Use this region to review and establish Warehouse and Warehouse Rules for Items.

Purchasing Rules Sources

Physical Classes

Inventory Classes

Item Whse

Safety Stock

Reorder Point

Days Supply

Type L, M, E

Min Qty

Max Qty

Std Qty

Resched Period

Fixed LT

Var LT Inner Fence

Outer Fence

Purchase/Produce/ Transfer

ABC Rank

Count

Count Date

GL Ship

Freight



Doc Ref:

IC: Set Up Warehouse Transfer Rules

Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Reorder Rules:Warehouse Transfer)



Date: <Date>




Description: Use this form to enter Warehouse Transfer Rules.

<Warehouse Transfer Rules>Use this region to review and establish Warehouse Transfer Rules for Items.

Time Period (Days) Transfer Quantity Reorder Rule

Transfer Type

Source Warehouse

TargetWarehouse

Item Fixed LT

Variable LT

Inner Fence

Outer Fence

Min Qty

MaxQty

Std Qty

L/L, Man, EOQ

Full, Full-Force, Part.

Preference



Doc Ref:

IC: Set Up ABC Rank (optional)

Navigation Path (OPM Inventory:OPM Physical Inventory:Setup:ABC Rank)



Date: <Date>




Description: Use this form to enter ABC Ranking Codes.

<ABC Rank>Use this region to add and review ABC Rank Codes by warehouse and their corresponding planning factors.

Warehouse

ABC Rank

Description Count Interval

Unit Percent Warning Level

Unit Percent Rejection Level

Currency ValueWarning Level

Currency ValueRejection Level

Accept Count



Doc Ref:

IC: Set Up Control Groups

Navigation Path (OPM Inventory:OPM Physical Inventory:Setup:Control Groups)



Date: <Date>




Description: Use this form to enter Control Groups.

<Control Group>Use this region to add and review Control Groups by warehouse.

Warehouse

Item Description Interval



Doc Ref:

IC: Set Up Count Classes

Navigation Path (OPM Inventory:OPM Physical Inventory:Setup:Count Classes)



Date: <Date>




Description: Use this form to enter Count Classes.

<Count Classes>Use this region to add Count Classes.

Class Description Zero (Include / Exclude) Negative (Include / Exclude)



Doc Ref:

IC: Set Up Address Detail

Navigation Path (OPM Inventory:OPM OPM EC Interstat:Setup:Address Details)



Date: <Date>




Description: Use this form to Enter Address Details.

<Address Details>Use this region to review and enter Address Details

Ship Customer

Ship Vendor

Warehouse

Registration Number

Branch

Delivery Terms

MOT Code

EC Country Code

Region Code

Port Code



Doc Ref:

IC: Set Up EC Country Codes

Navigation Path (OPM Inventory: OPM OPM EC Interstat:Setup:Country Codes)



Date: <Date>




Description: Use this form to enter Country Codes.

<Country Codes>Use this region to add Country Codes and Names.

Country Code Country Name EC Member (Yes / No)



Doc Ref:

IC: Set Up EC Region Codes

Navigation Path (OPM Inventory: OPM OPM EC Interstat:Setup:Region Codes)



Date: <Date>




Description: Use this form to enter Region Codes.

<Region Codes>Use this region to add Region Codes and Descriptions.

Region Code Description



Doc Ref:

IC: Set Up EC Terms of Delivery

Navigation Path (OPM Inventory: OPM OPM EC Interstat:Setup:Terms of Delivery)



Date: <Date>




Description: Use this form to enter Terms of Delivery.

<Terms of Delivery>Use this region to add Terms of Delivery and Description.

Delivery Code Description EC Member (Yes / No)



Doc Ref:

IC: Set Up Supplemental Details

Navigation Path (OPM Inventory: OPM OPM EC Interstat:Setup:Supplemental Details)



Date: <Date>




Description: Use this form to enter Supplemental Details.

<Supplemental Details>Use this region to add Supplemental Details.

Item For Processing / Repair (Yes /No)

Country of Origin Supplemental Unit of Measure



Doc Ref:

Open and Closed Issues for this Deliverable

Open Issues

ID Issue Resolution Responsibility Target Date Impact Date

Closed Issues

ID Issue Resolution Responsibility Target Date Impact Date



Doc Ref:

Documents

BR100_OPM_Inventory_Application_Setup.doc