Set up inventory control item information manually

Note: For information on how to create a new item, see About working with items.

Select the Work with items menu item.
On the main panel, select the item for which you want to add inventory information and click Change.
You access the Basic data panel. Click the tab to reach the Item file maintenance, Warehouses panel. Select the warehouse for which you want to add inventory information and click Inventory control. Note: Inventory control information can only be added for an item/warehouse combination that exists in the Item/Warehouse file.
You access Item file maintenance, Inventory management. Complete the inventory management information for the item/warehouse combination that you have selected. The information is divided into three panels. Complete the following fields:

Purchase type

Enter a purchase type for the item/warehouse combination. The purchase type tells the system when to produce a purchase suggestion for an item/warehouse combination. The purchase type is used in the purchase suggestion function.

Valid purchase types are:

Code	Description
1	The system continuously reviews the reorder point (ROP) and safety stock (SST) for purchase type 1 items, providing purchase suggestions based on this review.
2	The system provides purchase suggestions for purchase type 2 items based on the purchase interval defined for this combination in Work with periodic purchase & order targets.
3	The system provides purchase suggestions for purchase type 3 items based on the analysis of net demand per forecast period.

Note: How much to purchase for each purchase type is defined in the Purchase code field in the IC control file. See About working with purchase suggestions (DC1 Inventory Control) for more information.

Line code: Only relevant for items with purchase type 2. The line code serves as a link between a purchase type 2 item/warehouse record in the Item file and a periodic purchase record in Work with periodic purchase & order targets. The record in Work with periodic purchase & order targets contains the purchase interval needed for this purchase type 2 item. An entry with the same line code for this item’s supplier must exist in Work with periodic purchase & order targets.; If you leave the line code blank, an entry with a blank line code for this item’s supplier must exist in Work with periodic purchase & order targets. If no matching record exists, then the system displays an error message. See About working with purchase suggestions (DC1 Inventory Control) for more information.

Volume value code: The code is updated when inventory segmentation is executed. It is retrieved from Work with volume value codes and represents the volume value class to which this item/warehouse combination belongs. See About working with inventory segmentation for more information.

Movability code: This code is updated when inventory segmentation is executed. It is retrieved from Work with movability codes and represents the movability class to which this item/warehouse combination belongs. See About working with inventory segmentation for more information.

Trend code

Indicate if you want to use the results from a trend analysis to forecast demand for the item/warehouse combination. This field can be updated by setting it to YES or NO via the following three routines:

Directly via the Print trend analysis/update routine (i.e. set Update trend code to YES). After generating a printout, this field will be updated for any applicable item/warehouse combinations.
Via Work with trend codes. In the Print trend analysis/update routine, set Update work file to YES. After generating a printout, any applicable items will be loaded into this work file allowing you to maintain the selected items (i.e. change some information and/or delete any items that you do not want to update) before updating this Item/Inventory management file. You perform the actual update via the Update option in Work with trend codes.
Via the Start fast update routine.
See Identify and adjust demand trends for more information.

Season profile: Enter a code from Work with season profiles if you want to adjust the demand forecast for seasonal changes. See About working with seasonal adjustments for more information.
Adjust workdays: Indicate if the demand forecast should be adjusted so that it is based on the actual working days instead of the average working days per period established in the IC control file. See About working with workday adjustments for more information.

Supplied from whs: Enter a code indicating the warehouse from which this item is supplied. If the field is blank, the item is supplied from external suppliers and will appear on purchase suggestions. If a warehouse code is entered, the item is supplied from that warehouse and will appear on internal replenishment suggestions from that warehouse.

Planned from whs

This field is used for IRO (internal replenishment orders). Enter a code indicating if the item should be planned from the demanding or the supplying warehouse.

Valid codes are:

Code	Description
1	Demanding warehouse
2	Supplying warehouse

DRP SST percentage: Enter the percentage to determine how much safety stock should be stored in the supplying warehouse. Percentage is only allowed if the warehouse is supplied from another warehouse.; For example, if 70 is entered, then 70% of the safety stock will be stored at the supplying warehouse and 30% at the demanding (current) warehouse.

Internal lead time: Enter the internal lead time for the item when sending the item from this warehouse to another warehouse. In this case the present warehouse is seen as the “supplier” and the lead time is set per item/supplying warehouse.

Internal pack size: Enter the pack size, referring to the items stock unit, to be used to round off the quantity on internal replenishment suggestions.

Click OK.

You access the next Inventory management panel in the Item file. This panel displays the following for the selected item/warehouse combination:

Year forecast: (for one year ahead)

EOQ: (economic order quantity)

ROP: (reorder point)

SST: (safety stock)

These values are updated each time the Inventory calculations routine is executed. You can override the calculated values in the following adjacent fields:

Manual year forecast: If you want to override the year forecast calculated by the system, enter a manual forecast. The manual forecast is valid until the override date in End override date.

Manual EOQ: If you want to override the period EOQ calculated by the system, enter a manual EOQ. This manual EOQ is valid until the override date in End override date.

Manual ROP: If you want to override the period ROP calculated by the system, enter a manual ROP. This manual ROP is valid until the override date in End override date.

Manual SST: If you want to override the period SST calculated by the system, enter a manual SST. This manual SST is valid until the override date in End override date.

End override date: The end date entered in this field ends the manual override for the corresponding purchase control value. If you enter 999999, the override remains in effect until you change the date.; Note: If the date is equal to 888888, it is a calculated value by the system. The values are calculated based on aggregated values from supplied warehouses that are “supply planned” (application ISP is active).

Click OK.

You access the next Inventory management panel in the Item file. On this panel you must enter the control codes that determine how you want to control this particular item/warehouse record. The class you enter is used to connect the item/warehouse record to a matching record in the corresponding control code table.

Inventory control codes

The information in the matching record tells you how to calculate forecast, economic order quantity (EOQ), reorder point (ROP) and safety stock level (SST). The inventory control code fields are:

Forecast ctrl class
Replenish ctrl class
Service ctrl class

See About working with inventory control codes for more details.

Purch review control codes

The information in the matching record tells you what criteria the system will use to alert you that a line on a purchase suggestion should be reviewed before the line is converted to a purchase order. The review codes are also used on internal replenishment suggestions. This field applies:

Purch review class

See About working with purchase suggestions (DC1 Inventory Control) for more details.

Valid control key classes and codes for both inventory control codes and purchase review control codes are:

Code	Description	Action
*ITM	Item	The system goes to the corresponding control code table and looks for a record containing the same warehouse code and item code as the item/warehouse combination in this entry (i.e. warehouse level). If a matching record is found it is used. If no match is found, the system looks for a record containing a blank warehouse code and the same item code as the item in this item/warehouse combination (i.e. company level). If a matching record is found it is used. If no match is found, the system goes to the default class and looks for a record containing the same warehouse code as the warehouse in this item/warehouse combination (i.e. warehouse level). If a match is found, it is used. If no match is found, the system uses the company default record from the default class.
*ITMGRP	Item group	The system connects this entry to an item group control key class entry according to the same principles stated for *ITM. Instead of using item as a key, the system uses item group.
*SUPNO	Supplier number	The system connects this entry to a supplier number control key class entry according to the same principles as stated for *ITM. Instead of using item as a key, the system uses supplier number.
*VOLCLS	Volume value code	The system connects this entry to the volume value code control key class entry according to the same principles as stated for *ITM. Instead of using item as a key, the system uses the item’s volume value code.
*MOVCLS	Movability code	The system connects this entry to the movability code control key class entry according to the same principles as stated for *ITM. Instead of using item as a key, the system uses the item’s movability code.
*VOLMOV	Volume & Movability	The system connects this entry to volume & movability code control key class entry according to the same principles as stated for *ITM. Instead of using item as a key, the system uses a combination of volume value and movability.
*NCKNAM	Nickname	The system connects this entry to the nickname control key class entry that has the same nickname as the one specified in the Forecast, Replenish or Service key field. It also works according to the rules stated for *ITM.
*DFT	Default	The system connects this entry to the default control key class entry according to the same principles as stated for *ITM. However, the default control key class is also used as default when no matching record is found for an item/warehouse combination. In this case, the system first checks for the existence of a record in the default class with a key containing the same warehouse as this item/warehouse combination (i.e. warehouse level). If no record is found, it takes the company default record.

Note: If you select the code *NCKNAM, you will also have to complete the following fields:

Forecast key
Replenish key
Service key: and/or
Purch review key

See Connect control codes to an item/warehouse for more details. Click OK. Exit the routine.

Inventory control codes

Purch review control codes

Related topics