Inventory Sharing

The inventory sharing functionality enables companies to share their surplus inventory of certain items to an external party outside the company.

The surplus is defined through rules and settings in M3. These rules determine which items to share and how to calculate the surplus inventory. The information about the calculated surplus inventory is written to an inventory sharing file.

The inventory sharing file can be updated in two ways: either with daily changes or it can be regenerated from scratch, calculating the surplus for all items that are qualified for sharing. The update/regeneration can be started manually or as a scheduled activity.

When you update and regenerate the inventory sharing file, information about the surplus inventory is transferred via an Infor Enterprise Collaborator message to the external party.

Background

Inventory sharing is implemented to give companies an alternate method to locate parts. Since companies have surplus inventory of certain parts, this allows them to sell that surplus to other companies needing those parts.

The so-called sharing file consists of information regarding individual parts and surplus levels. The complete file is normally sent on a monthly basis, and changes are sent on a daily basis. The file format is XML based.

Before you start

To use inventory sharing, the following setup must be done:

Configure basic settings

The following three alternatives control which items are included and whether the functionality is used.

1 = No, do not use inventory sharing.

2 = Yes, but only share temporary and exhaust items.

3 = Yes, share all items according to settings on warehouse.

If alternative 2 is selected, no more settings need to be made. All items that have a temporary or exhaust stock are included in the sharing.

If alternative 3 is selected, items must be explicitly selected and rules must be defined.

Select the items to share

When the setting 'Allow inventory sharing' is set to 2 in 'Settings - Warehouse Planning Control' (CRS701), only items that are considered to have an exhaust stock or a temporary stock will be shared. This is indicated by the setting 'Surplus stock type' in 'Item. Connect Warehouse' (MMS002/H). This setting is only defined when the item is considered not stocked but some stock still exists, or when the item warehouse status is 50 (Discontinued).

When the setting 'Allow inventory sharing' is set to 3 in (CRS701), items that should be shared must be explicitly selected. This is done by selecting the value 1 for the setting 'Inv sharing' in 'Item. Connect Warehouse' (MMS002/G).

The setting can also be defined using Inventory Sharing Update (RPS685), which allows you to update many items in one run. When an item is shared, information about the item's surplus inventory is written to table MINVSH, assuming that all conditions are met.

Define rules for shared items

When the setting 'Allow inventory sharing' in (CRS701) is set to 3 (share all items according to settings on warehouse), then settings and conditions configured in 'Inventory Sharing Settings' (RPS820) are taken into consideration before writing new information to the sharing file MINVSH.

Generate the sharing file

The generation of the inventory sharing file is initiated from 'Generate Inventory Sharing File' (RPS680).

The job is submitted either to initiate a daily update or a complete regeneration of the inventory sharing file.

After all records are processed, an indication is sent to program RIPINVSHFnc, which in turn triggers an electronic business message containing information about the updates that were made in the sharing file MINVSH.

Regenerate

The regenerate setting determines if the sharing file MINVSH is updated with daily changes or regenerated from scratch.

Configure business document recipients

Standard document 72A is used for inventory sharing. This must be generated by selecting F14 in 'Standard Document. Open' (CRS027).

In 'Std Document. Connect Media Ctrl Object' (CRS945), the recipients of the electronic business messages are configured. The control object for document 72A is "Supplier," which is the supplier written to the sharing file.

In 'Doc Media Control. Connect Media' (CRS949), an MBM media record must be configured for the supplier.

Flowchart

Follow these steps

  1. Set 'Allow sharing' (ALIS) to 3 in 'Settings - Warehouse Planning Control' (CRS701).

    When 'Allow sharing' is set to 3, items must be explicitly selected by setting the check box 'Inv share' in 'Item. Connect Warehouse' (MMS002/G) to 1.

  2. Configure the rules in 'File Settings - Inventory Sharing' (RPS820).

  3. Configure the recipient of the business message in (CRS945) and document 72A.

  4. Start 'Generate Inventory Sharing File' (RPS680) and submit a periodic run or regeneration.

  5. Check (MNS206). An MBM initiator should have been created for RPS680PF.

  6. Set 'Allow sharing' to 2 in (CRS701).

    When 'Allow sharing' is set to 2, no items are individually selected.

  7. Configure the recipient of the business message in (CRS945) and document 72A.

  8. Start (RPS680) and submit a periodic run or regeneration.

  9. Check (MNS206). An MBM initiator should have been created for RPS680PF.

Outcome

After the entire process is run, an Infor Enterprise Collaborator message is created containing information about items and their surplus levels.

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