Creating or updating a Kanban Item

Select Warehouse Mobility > Warehouse Mobility - Kanban > Kanban Setup Data > Kanban Item Information.

To create a Kanban, click New. To modify a Kanban, select it.

On the General tab, specify this information:

Warehouse: Specify the warehouse. Optionally, leave blank to configure default Kanban information for this item for all warehouses. You can override this default item information for a particular warehouse by using this form to also configure item information for a specified warehouse. If you are modifying an existing Kanban item, this field is for display only.

Item: Specify the item number. If you are modifying an existing Kanban item, this field is for display only.

Quantity per Kanban: Specify the quantity for each Kanban.

Container: Specify a description for the Kanban container. This description is for informational purposes only.

Order Type: Specify the order type to use for replenishment requests.

Order Group: The number group for the specified order type series is displayed.

Order Series: Specify the number prefix for replenishment requests.

Queued Request Depth: Specify how many Kanban requests must be made before an order is created to replenish them.

On the Order Details tab, specify the needed information, as applicable to the specified replenishment order type. Fields pertaining to other order types are unavailable.

For purchase order, specify this information:

Purchase Order Type: The type of purchase order.

Delivery Days: The time required to fill a Kanban request.

Supplier: The supplier from which to purchase.

For production order, specify this information:

Routing: The routing for production orders associated with this item.

Production Warehouse: The warehouse in which the items are produced.

For transfer order, specify this information:

Replenishment Warehouse: The warehouse from which items are replenished.

Replenishment Order Type: The type of replenishment order for this item.

On the Local Parameters tab, specify this information:

Use Local Parameters?: Select to specify custom parameters for this item. Clear to use the general parameters specified on the Kanban Parameters form.

Combine Requests: This parameter is available if you select Use Local Parameters?. Select to allow multiple Kanban requests to be filled by a single production order.

Auto-Approval?: This parameter is available if you select Use Local Parameters?. Select to automatically approve orders for Kanban requests. Clear to require manual approval for these orders.

Release Orders: This parameter is available if you select Use Local Parameters?. Select to allow approved Kanban production requests to be filled immediately. Clear to require that these orders be released before they can be filled.

Generate Outbound: This parameter is available if you select Use Local Parameters?. Select to automatically generate an outbound run for transfers to another warehouse. This field is only available for transfer order types.

Direct Order Receipt: This parameter is available if you select Use Local Parameters?. Select to require that Kanban production requests be approved before they can be filled.

Over-Receipt to Final Kanban: This parameter is available if you select Use Local Parameters?. Select to add extra received item quantities to the Kanban, or, if more than one Kanban is received, to the last Kanban received. Clear to create a single-use temporary Kanban for excess quantities received.

Auto-Consume?: This parameter is available if you select Use Local Parameters?. Select to automatically adjust inventory when a Kanban is delivered.

Reason Code: This parameter is available if you select Auto-Consume?. Specify the reason code to use for inventory adjustments due to auto-consumption.

Click Save. The specified information is applied.