Inventory Control User Guide

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Inventory Control overview
Inventory Control process flow
How Inventory Control interfaces with other Lawson applications
Setting up prerequisite applications
Concepts in this chapter
Currency table
Currency code
Chart of accounts
General Ledger company
Accounting unit
System control
Importance of intercompany relationships to Inventory Control
Accounts Payable
Project Accounting
Procedures in this chapter
Setting up Currency
Setting up General Ledger
Setting up Accounts Payable
Setting up Requisitions
Setting up Project Accounting
Setting up Tax
Setting up Warehouse
Setting up Purchase Order
Setting up Inventory Control
Concepts in this chapter
Item group
Unit of measure
Comment types
Comments display
Inventory Control company
Use of costing methods
Process of calculating inventory available to sell or allocate
Rules for allocation
Uses of Inventory Control period end dates
Options for inventory periods
Bins
Inventory location
Customer and vendor roles
Replenishment requesters
Report group
General Ledger category
Accounting unit
Inventory classes
Inventory codes
UNSPSC codes
UPC codes
UPN codes
SKU codes
NDC codes
HIBC codes
User fields
Procurement group
Keyword searches
Procedures in this chapter
Defining item groups
Defining an Inventory Control company
Defining period end dates
Defining bin usage types
Defining Warehouse report options
Setting up a Global Location Number (GLN)
Defining inventory locations
Defining inventory locations
Assigning a GLN to this IC location
Related reports and inquiries
Defining report groups
Options for defining report groups
Related reports and inquiries
Defining General Ledger categories
Defining inventory classes
Defining inventory codes
Loading UNSPSC codes
Adding UNSPSC codes
Defining keyword searches
Setting up bins
Options for setting up bins
Related reports and inquiries
Setting up Item Master
Concepts in this chapter
Item Master
Global Location Number (GLN)
Global Trade Item Number (GTIN)
Serial number-tracked item
Lot-tracked item
How do I define multiple units of measure for an item?
Consignment inventory
How do I determine if an item is purchased with tax?
Example: Applying item tax
Procedures in this chapter
Setting up the item master
Options for setting up item master
Related reports and inquiries
Setting up Global Trade Item Numbers
Setting up consignment items
To set up consignment items
To adjust the stock level of consignment items
Setting up item locations
Concepts in this chapter
Item location
Item type
Stock-on-hand
Bin-tracked item
Movement class
Reorder policy
Reorder document
Reorder point
Reorder quantity
Item forecast
Use of the Replenishment button
Associated items
Procedures in this chapter
Setting up item locations
Options for setting up item location
Related reports and inquiries
Defining associated items
Mass updating items
Defining item comments
Conducting physical inventory
Concepts in this chapter
Physical inventory
Select ID
Cycle counting
Freeze file
Count sheet
Catch weight
Count variance
Reason code
Procedures in this chapter
Defining a select ID
Creating freeze files
Printing count sheets
Entering counts
Entering count detail for an item
Randomly entering item counts
Related reports and inquiries
Inquiring on inventory variances
Adjusting count variances
Adjusting count detail for an item
Randomly adjusting item counts
Related reports and inquiries
Updating inventory counts
Explaining count variances
Deleting freeze records
Issuing inventory
Concepts in this chapter
Issue
Requesting location
Transaction types
Transaction interfacing
Document ID
Walk Thru
Procedures in this chapter
Issuing inventory
Options for issuing inventory
Related reports and inquiries
Transferring inventory
Concepts in this chapter
Transfer
Procedures in this chapter
Transferring inventory to another location
Options for transferring inventory
Related reports and inquiries
Transferring inventory within a location
Receiving inventory
Concepts in this chapter
Receipt
Intransit receipt
On setting default unit costs
Procedures in this chapter
Receiving inventory
Options for receiving inventory
Related reports and inquiries
Receiving intransit transfers
Options for receiving intransit transfers
Related reports and inquiries
Adjusting inventory
Concepts in this chapter
Inventory adjustment
Storage code
Procedures in this chapter
Adjusting inventory quantities
Adjust inventory quantities
Adjust inventory quantities and override the general ledger adjustment offset account
Adjusting inventory costs
Replenishing inventory
Concepts in this chapter
Inventory replenishment
Exception reporting
Item forecasting
Procedures in this chapter
Replenishing from another location
Replenishing from a vendor
Replenishing an inventory location through Requisitions
Replenishing bins
Defining item forecasts
Closing Inventory Control period
Concepts in this chapter
Inventory Control period
Analysis reports
Importance of releasing unreleased documents
Procedures in this chapter
Closing the Inventory Control period
To print a list of unreleased documents
To release unreleased documents
To update General Ledger transactions
To close the Inventory Control period
Closing an Inventory Control period under system control
Managing cart or par locations
Concepts in this chapter
Cart or par location
Effects of creating a cart or par location
Shelf location
Cart or par location replenishment
Par level
Where do I enter account information for cart or par locations?
Handheld terminal
On performing a count of a cart or par location
Fill and kill feature
Requester
Procedures in this chapter
Setting up cart or par locations
Defining account information
Assigning items to the cart or par location
Options for assigning items to cart or par locations
Related reports and inquiries
Replenishing cart or par locations
Mass updating cart/par locations
Updating suggested par levels
Updating the item location reorder point
Using Attribute Matrix attributes
Concepts in this chapter
Attribute Matrix
Attribute
Element
Association of object types to attributes
List
Using lists
Automatic lists
Automatic list example for items
Automatic list example for accounting units
Manual lists
Procedures in this chapter
Loading Lawson-defined attributes and elements
Defining an attribute
Followup tasks
Related reports and inquiries
Assigning attribute values to an item
Related reports and inquiries
Options for assigning attribute values
Assigning attribute values to an accounting unit
Assigning attribute values to an account
Assigning attribute values to an Inventory Location
Related reports and inquiries
Options for assigning attribute values
Defining an automatic list
Optional procedure for creating an automatic list
Related reports and inquiries
Or Group logic tables
Defining a manual list
Optional procedure for creating a manual list
Related reports and inquiries
Interfacing valid attribute value ranges to Attribute Matrix (IC)
Master file extracts
Extracting data from item and location master
Extracting data from item master audit
Extracting data from the purchase order and PO line files
Extracting data from vendor agreement master
Extracting data from IC company setup master
Extracting data from IC location setup master
Extracting data from UOM setup master
Extracting data from item transaction file
Extracting data from requestor setup master
Extracting data from vendor master
Inventory Control audits
Inventory Control audits
Setting up kits
Managing kit items
Defining make-to-order kits
Replacing kit components
Adding burdens
Defining finished goods
Creating finished good kit items
Processing patient charges
Implementing patient charge processing
Setting up the price class table
Setting up patient charge items
Calculating supply charge prices
Obtaining charge item pricing feedback
Loading patient demographic data
Manually processing patient charges
Maintaining supply charge prices
Defining patient demographic information manually
Defining patient charges manually
Reconciling patient charges
Extracting patient charges
Purging patient charges
Handheld setup and processing
Handheld setup and processing
Procurement transaction interface
Processes that create transactions
Transaction source codes
Interface programs
Transaction accounts
Transaction posting scenarios
Inventory, no inspection
Inventory with inspection accepted
Inventory with inspection rejected
Downward adjustment with match write off
Upward adjustment with match
Detail match cost variance, no goods in stock
Product Transfer and Resale Report (867)
Defining ship to facilities
Defining manufacturer relationships
Running the Product Transfer and Resale Report
Running the Product Distribution, Resale Report
Verifying your inventory quantity data
Concepts in this appendix
Data Verification Toolset
Prerequisites for running these programs
Order of running the Data Verification Toolset
CSV files created by update programs
Database files updated by update programs
Procedures in this appendix
Preparing source documents
Checking for orphan records
To check for orphan records in Requisitions
To check for orphan records in Order Entry
To check for orphan records in Production Order
To check for orphan records in Purchase Order
To check for orphan records in Warehouse
Running the document integrity check
To run the document integrity check for Requisitions
To run the document integrity check for Order Entry
To run the document integrity check for Production Order
To run the document integrity check for Purchase Order
To run the document integrity check for Warehouse
Understanding inventory valuation
Running the WH and IC integrity check
Running the Warehouse detail integrity check
Performing a physical inventory
Viewing progress messages
Printing an audit trail history
Understanding record statuses
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