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Infor WMS Inventory Management User Guide
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Inventory Management
Inventory Management Overview
Inventory Adjustments
Inventory adjustment overview
Adjusting inventory from the workstation
Adding an adjustment
Viewing the result of the transaction
Billing charge information on inventory adjustments
Changing the adjustment transaction date for Billing charges
Adjusting inventory using RF
Granting user permissions
Performing an RF adjustment
Inventory Transfer
Inventory transfer overview
Transferring one license plate at a time
Performing a traditional inventory transfer for one inventory record
New Serial Capture screen
Changing the transaction date for billing charges
Viewing the result of the transaction
Transferring multiple license plates at once
Performing a mass inventory transfer
Viewing the result of the transaction
Inventory Move
Moving inventory
Performing workstation moves
Performing a move on the Inventory Moves screen
Using RF-assisted and RF-directed moves
Performing RF-assisted moves
Performing RF-assisted moves
Using the Standard Move RF option
Using the LPN Move RF option
Using the LPN to LPN Move RF option
Task assignment during move
Building a rainbow pallet for a move using the RF
Merging a rainbow pallet using the RF
Moving held inventory
Performing RF-directed moves
Generating a move task
Performing an RF-directed move
Moving picked inventory
Move using license plate number
Move using equipment ID
Inventory Hold
Inventory hold overview
Using inventory holds
Creating inventory hold reason codes
Creating valid hold reason codes
Placing product on hold during receiving
Putting inventory on hold automatically at receipt
Putting inventory on hold for workstation receipts
Putting inventory on hold during RF receipt
Managing holds using RF
Create lot holds from RF
Create license plate holds from RF
Create location holds from RF
Viewing and removing inventory holds from RF
Verifying the hold
Inventory balances
Hold Maintenance
Creating holds with inventory holds maintenance
Create holds by lot number
Creating holds by location
Creating holds by license plate
Viewing inventory on hold
Removing inventory holds
Release using holds maintenance
Release using held inventory inquiry
Placing inventory on hold using the Location screen
Placing a location on hold
Releasing a hold on a location
Placing a hold using Visual Inventory
Performing Cycle Counts
Cycle count overview
Using cycle counts
Cycle count types
EPScan Item and Location
RF-assisted cycle count configuration
Reviewing RF-assisted cycle counts
RF-assisted each piece scan cycle counts
Performing an RF-assisted cycle count
Performing an assisted cycle count by lot, location, and license plate
Performing an assisted cycle count by item and location
Performing an assisted cycle count by scanning each piece
Performing cycle count by scanning each piece, location, and item
Performing an RF assisted cycle count by item, location, and LPN
Task Manager/RF-directed cycle count configuration
Configuring value variances
Creating a cycle class
Task Manager (RF-directed) cycle counts
Assigning a cycle class to an item
RF-directed cycle count verification methods
Performing task directed cycle counts – by item, location, and LPN
Creating a request to count
Creating a request to count on a workstation
RF-created requests to count
Creating a request to count using an RF device
Modifying a request to count
Deleting a request to count
Releasing Task Manager/RF-directed cycle counts
Releasing cycle counts
Viewing cycle count release history
Verifying Task Manager/RF-directed cycle counts
Modifying a cycle count task
Deleting a cycle count task
Maintaining a cycle count release schedule
Performing Task Manager/RF-directed cycle counts
Performing cycle counts – by lot, location, and LPN
Performing cycle counts – item by location
Inventory changes based on cycle count results
Viewing Task Manager cycle counts
Variance cycle counts
Reviewing pre-populated inventory adjustments
Outside variance cycle counts
Manually posting inventory adjustments
Resolving cycle count errors
Sequence for updating records
Physical Inventory
Physical inventory overview
Using physicals
Physical count process
Entering a physical count
Entering a physical count on a workstation
Entering an RF-assisted physical count
Counting at the lot, location and license plate level
Counting for item and location
Inventory holds and generating RF-directed physical inventory counts
Placing inventory on hold
Removing inventory from hold
Generating physical inventory tasks
Clearing physical inventory
Completing RF-directed physical counts
Exiting the physical inventory task
Sequence for updating records
Entering the corrected count (Team A)
Review and posting final reconciled counts
New Physical Inventory
New physical inventory overview
New physical inventory process flow
Specifying the initial parameters for the physical count
Generating the count records
Creating physical inventory holds
Removing physical inventory holds
Cancelling counts
Entering count information via RF
Entering count information for serial numbers via RF
Creating a new count record via RF
Entering and reviewing counts from the workstation
New Physical Entry screen
New Physical Review Screen
New Physical Entry screen on the workstation
New Physical Review screen on the workstation
Viewing and editing the count information
Creating a new count record from the workstation
Viewing total count information for a physical control record
Validating the count records
Posting the physical inventory
Creating a new physical inventory ID
Generating the count records for New Physical Inventory ID
Posting the physical inventory for new physical inventory ID
Validating the count records for new physical inventory ID
Cancelling counts for new physical inventory ID
Creating physical inventory holds for New Physical Inventory ID
Removing physical inventory holds for New Physical Inventory ID
Resetting counts for new physical inventory ID
Accessing physical inventory audit records
Entering count information for new physical inventory via RF
RF Inquiry
RF inquiry overview
Common examples using RF inquiry options
Benefitting from using RF inquiry options
Understanding the general inquiry process
Performing an inventory inquiry
Performing a case contents by pick inquiry
Performing a case contents by item inquiry
Performing a drop ID details inquiry
Performing an order status inquiry
Inventory Balances
Inventory balances overview
Using inventory balance screens
Viewing the Detail Inventory screen
Accessing other inventory screens from the Detail Inventory screen
Selecting hyperlinks within the Detail Inventory screen
Performing inventory actions within the Detail Inventory screen
Viewing the Item and Location inventory screen
Viewing the Lot and Item inventory screen
Viewing the Lot and LPN inventory screen
Viewing the Lot and Location inventory screen
Viewing the Item Summary inventory screen
Viewing the Location Summary inventory screen
Viewing the Inventory On Hold screen
Viewing the Serial Inventory screen
Viewing inventory balances for serial numbers
Viewing lot attributes
Changing the status request using an API
Inventory Transactions
Inventory transaction overview
Using inventory transactions
Viewing inventory transactions
Inventory Purge System Options
Automatic inventory purge
Setting inventory purge process system options
Visual Inventory
Visual Inventory Overview
Navigation
Location Map Configuration
Using the Left Panel
Location details
Inventory details
Task details
Using the View Criteria
Heat map
Task Frequency Criteria
Task Age Criteria
Inventory Criteria
List View actions
Pallet Exchange
Pallet exchange transactions
Pallet exchange balances
Pallet exchange adjustments
Performing an adjustment
Viewing the result of the transaction
Performing pallet exchanges from RF
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