Creating inventory overviews

In the Inventory Overview Definition (whinr2100m000) session, you can define your own inventory overview based on handling units.

You can define up to six indices to sort and show handling unit inventory data. Each index can include up to five fields. The first field of each index is a mandatory overview field, the other index fields you can define as overview fields displayed in the header section or display fields displayed in the detail section of the inventory overview.

You can select the index fields from the Handling Units table (wmd530) or the Specifications (tcibd420) table. For a description of the available fields, see the following session help topics:

For example, if you define an index with the Warehouse field as an overview field and Item, Handling Unit, Status, Quantity in Inventory Unit, Unit, and Ownership fields as display fields, the header section of the inventory overview contains the Warehouse field and the detail section contains the other fields:

Inventory Overview
Warehouse 001
Item Handling Unit Status Quantity in Inventory Unit Unit Ownership
0001HU0111 Open20PCS Company Owned
0002HU0112 Received20PCS Company Owned
0003HU0117 To Be Inspected30PCS Company Owned
0004HU0124 To Be Inspected25PCS Company Owned

 

When you save your indices, the inventory overview is filled with all handling units in inventory or in transit, sorted by the index fields. For example, if you defined one index containing the Inspection field and the Inspection Line field, the handling units are sorted by inspection and inspection line. If you change an index, LN empties the inventory overview and fills it with handling units sorted according to the new index.

The inventory overview is automatically updated if handling units are created or removed.

The inventory overview is displayed in the Inventory Overview (whinr2510m000) session. When you start the Inventory Overview (whinr2510m000) session, the handling unit data sorted according to the first index that you defined is displayed. To access the other indices, on the appropriate menu, click Sort By and select the required index.

Note

In the Inventory Overview (whinr2510m000) session, you can use the Personalize Grid option from the View menu to show or hide fields from the Handling Units table (wmd530) or the Specifications (tcibd420) table. Showing or hiding fields in this way does not affect the way the handling units are sorted in the inventory overview. Only the indices defined in the current session determine how handling units are sorted.

How to define an inventory overview

The Inventory Overview Definition (whinr2100m000) session consists of six tabs, Sort By 1 up to and including Sort By 6. In each tab, you can define one index. Each index can include up to five fields.

  1. In tab Sort By 1 of the first index, click the upper field of the Field column.
  2. In the dialog box that appears, select Handling units or Specifications as required. The Table Fields (ttadv4529m000) session appears displaying the fields from the Handling Units table (wmd530) or the Specifications (tcibd420) table accordingly.
  3. Select the appropriate field. The field name is displayed in the Description column. Note that the first field of an index is a mandatory overview field, that is why the In View check box is always selected for the first field.
  4. Click the second field of the Field column and select the appropriate field from the Handling Units table (wmd530) or the Specifications (tcibd420) table.
  5. If the selected field is to be an overview field that must be displayed in the header section of the Inventory Overview (whinr2510m000) session, select the In View check box next to the selected field.
  6. If required, perform steps 2 - 5 for the remaining fields of the first index.
  7. Perform steps 1 - 6 in the other tabs of this session to define more indices as required.
  8. Save your settings. As a result, the inventory overview is filled with handling units in inventory or in transit sorted according to the newly defined indices.
  9. On the appropriate menu, click Inventory Overview to view the newly defined inventory overview.
How to change an inventory overview
  1. Select the tab containing the index you want to change, and click the required field from the Field column.
  2. Perform steps 2 - 5 of the previous procedure to select other handling unit or specification fields for the index as required, the fields selected previously are automatically overwritten.
  3. Perform steps 2 - 5 of the previous procedure for the other indices as required.
  4. Perform steps 8 - 9 of the previous procedure.