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Below are the steps to modify inventory.
Inventory is Added:
| Receiving Record (RR) | Parts are received from a supplier.
They may or may not be received from a Purchase Order line item. |
| Placing Record (PR) | Must work in conjunction with an inventory Order.
For an Inventory order, parts are put into the inventory of the ‘To Business Unit’. |
| Work Order (WO) | An assembly is created using the required parts from its bill of Materials (BOM). |
Inventory is Removed:
| Shipping Record (SR) | Parts are shipped to a customer.
They may or may not be supplied to fulfill a Sales Order Line item. |
| Picking Record (PR) | Must work in conjunction with an inventory order or a Work order. For an inventory order, parts are picked from the inventory of the ‘Form Business Unit’. For a Work Order, parts are picked according to the work order part’s bill of Materials (BOM). |
The business unit is the business unit or person that wants to receive inventory and they want to receive that inventory from the business unit.
The business unit will create a picking record. And that picking record ties back to that inventory order. The picking record removes inventory, and then the two-business unit will create a placing record and that placing record completes the inventory transaction.
Work Centers and Inventory locations:
Definition:
1)Work centers represent physical locations in the building.
2)Work centers are categorized like parents- child relationships.
3)Inventory locations are related to work centers.
4) There can be many inventory locations per Work center.
Rules: Do not duplicate names of work centers and inventory locations
5) Always include the business unit number in the name of work centers and the internal business unit number is just specific to Harland. since inventory locations live within work centers, we assign the value of inventory that exists in these inventory locations to business unit of BU140.
6) Salesforce will allow you to have two work centers with the same name, but we shouldn’t duplicate names of work centers and inventory locations. That’s going to make things more difficult down the line.
Dont’s: We don’t have to create inventories very often, unless you’re just changing your building layout.
How to create receiving record?
We create the receiving record from the purchasing order. Another way is going to all tabs button and then click receiving records. Supplier can enter packing list number.
How to create a Supplier?
Step 1: Go to Home tab>> select supplier and then select new supplier>>Enter supplier name(the company name we buy things from)> >Hit Save
Step 2: Select the supplier we created above and activate it>> select a category from the dropdown list>>Hit Save.
Step 3: Under Account Information>> select default payment terms>> Hit save.
Step 4: Add address and supplier contact.
How to Create a Part:
Definition of Part: Parts will be supplied to us. They can be built or sold.
Step1: Go to Home tab >>Parts>> Enter part name>> Select part type search from the dropdown and it populates business unit name automatically>> Select unit of measure>> hit save>> Part number auto populates.
Step2: Go to sales and define price and mention quantity.
Don’ts: Once a part is created don’t change the name because that part exists on the Purchase order.
Part Type: Home>> Part type>>New part type>> enter the details.
Supplier: Home>Supplier>>New>>Select primary source>>Save
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