Configuring Report Inventory Parameters

Use the Transaction Set Maintenance form to configure parameters for the Report Inventory transaction.

  1. Open the Transaction Set Maintenance form. If you are configuring parameters that are only applicable for a specific warehouse, that warehouse is displayed in the Warehouse field. If you are configuring general parameters, which are applicable by default in the application, the Warehouse field is not specified.
  2. In the Transaction Name column, select Report Inventory.
  3. Specify this information:
    Fill Warehouse
    This parameter has no effect for this transaction.
    Successful Message
    Select this check box to show a success message when the transaction is successfully completed.
  4. On the Transaction Parameters tab, in the Parameter and Value columns, configure these parameters:
    Reference ID in Use
    Select this check box to allow users to specify a Reference ID at the beginning of this transaction. For more information, see Reference IDs.
    Default Shift
    Specify the default shift code to record in the production history when users report production quantities. The user can change this value.
    Prefill Quantity from Last Operation
    Select this check box to use the completed quantity reported from the last operation as the quantity.
    Back Flush
    Select this check box to back flush items when they are reported as completed.
    Allow Entry of Reject Quantity
    Select this check box to allow users to reject quantities.
    Default Reason Code
    This parameter is only displayed if the Allow Entry to Reject Quantity parameter is selected. Specify a default reason code for rejections. The user can change this value.
    Default Lot Number to Order Number
    Select this check box to use the order number as the default lot code. The user can change this value.
    Allow Over Reporting
    Select this check box to allow users to complete operation quantities that exceed the quantity specified on the order.
    Prefill Quantity with Open Quantity
    Select this check box to use the open quantity as the default quantity. The user can change this value.
    Report Complete only if Last Operation Complete
    Select this check box to only allow users to complete production quantities after all operation quantities are completed.
    Default Complete to No
    Select this check box to automatically specify No as the default value in the Complete field. The user can change this value.
    Allow Entry of Complete Flag
    Select this check box to allow users to specify when an order is completed. Clear this check box to require orders to be completed using the ERP LN interface.
    Enter Kanban ID
    Select this check box to allow users to scan a Kanban ID instead of specifying an order number.
    Allow Additional Serials to be Created
    Select this check box to allow users to specify any serial number that is not already assigned. Clear to require the user to specify serial numbers assigned to the current production order.
    Report Production to Inventory
    Select this check box to receive items into inventory when an order is reported as completed.
    Input Package Definition/ Input Package Item
    If the Input Package Definition and Input Packaging Item parameters are selected for this transaction, the Next button is available. Select Next, and specify this package definition information. These parameters are only displayed, when Report Production to Inventory is selected.
    Putaway
    This parameter is only displayed if the Report Production to Inventory parameter is selected. Select this check box to allow users to perform put away transactions from within this transaction.
    Release inbound
    This parameter is only displayed if the Putaway parameter is selected. Select this check box to automatically release inbound orders for put away.
    Default run no
    This parameter is only displayed if the Putaway parameter is selected. This value is always used by the transaction.
    Popup Location
    This parameter is only displayed if the Putaway parameter is selected. Select this check box to allow users to select put away locations from a list instead of scanning them. If you select this check box, you should also select one of these parameters:
    • Use fixed locations
    • Use empty locations
    • Consolidate inventory
    No of Locations
    This parameter is only displayed if the Popup Location parameter is selected. Specify the maximum amount of location to display in the popup list.
    Use fixed locations
    This parameter is only displayed if the Popup Location parameter is selected. Select this check box to only allow users to select put away locations that are defined in ERP LN as fixed locations for the item.
    Use Empty Locations
    This parameter is only displayed if the Popup Location parameter is selected. Select this check box to display empty locations in the popup list.
    Consolidate Inventory
    Select this check box to direct inventory transfers to existing stocks of the same item. If you select this parameter, the options list only displays locations containing a positive quantity of the item to be transferred. Users can still manually specify any location.
    Highest Inventory First
    This parameter is only displayed if the Consolidate Inventory parameter is selected. Select this check box to list locations with the highest quantity of the item first. Clear this check box to list locations with the lowest quantity of the item first.
    Include all Fixed Locations
    This parameter is only displayed if the Highest Inventory First parameter is selected.
    Prefill Location
    Select this check box to pre-fill the Location field. If you select this parameter, you should also select one of these parameters:
    • Use Default Location
    • Use fixed locations
    • Use LN Logic for inbound
    • Consolidate Inventory
    Use Default Location
    This parameter is only displayed if the Prefill Locations parameter is selected. Select this check box to specify a default location put away location to use for this location.
    Default Location
    This parameter is only displayed if the Use Default Location parameter is selected. Specify a default put away location for this transaction.
    Use fixed locations
    This parameter is only displayed if the Prefill Locations parameter is selected. Select this check box to use the first fixed location of the item as the default put away location for this transaction. If the item has no fixed locations, the Location field will be blank.
    Use LN Logic for inbound
    This parameter is only displayed if the Prefill Locations parameter is selected. Select this check box to use ERP LN's inbound advice rules to specify a default put away location.
    Consolidate Inventory
    This parameter is only displayed if the Prefill Locations parameter is selected. Select this check box to prefill the location field with either the highest or lowest quantity, depending upon whether the Highest Inventory First parameter is selected, of the item.
    Crossdocking Enabled
    Select this check box to allow users to perform cross transactions from within this transaction.
    Print Handling Unit Labels before Crossdock
    This parameter is available if you select Crossdocking Enabled. Select to print handling unit barcode labels before performing the crossdock transaction.
    Print Serial Labels before Crossdock
    This parameter is available if you select Crossdocking Enabled. Select to print serial number barcode labels before performing the crossdock transaction.
  5. Optionally, on the Transaction Parameters tab, select Label Print Parameters to configure label printing parameters for this transaction. See Configuring Label Printing Settings for Specific Transactions, Warehouses, and Order Types for more information.
  6. Click Save.
Parent topic: Transaction Set Maintenance