Infor XA – Inventory Management User’s Guide

1 Infor XA Inventory Management User s Guide Copyright 2013 Infor Important Notices The material contained in this publication (including any supplementary information) constitutes and contains confidential and proprietary information of Infor . By gaining access to the attached, you acknowledge and agree that the material (including any modification, translation or adaptation of the material) and all copyright, trade secrets and all other right, title and interest therein, are the sole property of Infor and that you shall not gain right, title or interest in the material (including any modification, translation or adaptation of the material) by virtue of your review thereof other than the non-exclusive right to use the material solely in connection with and the furtherance of your license and use of software made available to your company from Infor pursuant to a separate agreement, the terms of which separate agreement shall govern your use of this material and all supplemental related materials ("Purpose").

2 In addition, by accessing the enclosed material, you acknowledge and agree that you are required to maintain such material in strict confidence and that your use of such material is limited to the Purpose described above. Although Infor has taken due care to ensure that the material included in this publication is accurate and complete, Infor cannot warrant that the information contained in this publication is complete, does not contain typographical or other errors, or will meet your specific requirements. As such, Infor does not assume and hereby disclaims all liability, consequential or otherwise, for any loss or damage to any person or entity which is caused by or relates to errors or omissions in this publication (including any supplementary information), whether such errors or omissions result from negligence, accident or any other cause.

3 Without limitation, export control laws and other applicable export and import laws govern your use of this material and you will neither export or re-export, directly or indirectly, this material nor any related materials or supplemental information in violation of such laws, or use such materials for any purpose prohibited by such laws. Trademark Acknowledgements The word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/or related affiliates and subsidiaries. All rights reserved. All other company, product, trade or service names referenced may be registered trademarks or trademarks of their respective owners. Publication Information Release: Infor XA Publication date: February 27, 2013 ContentsIndexExitPage iii To the readerTo the readerThis book contains the information you need to understand and run this application.

4 The information in thisbook applies only to MAPICS you beginIf you are not familiar with the AS/400, please complete the AS/400 system education for the basic operatingconcepts of the AS/400 this book containsChapters 1 and 2 acquaint you with the application. Be sure to read the first two chapters before you use theinstructions in the remaining sections. Use these chapters to understand how this application works and whatyou need to know to manage next group of chapters describes the options on the Main Menu. For example, Chapter 3 containsinformation about option 1 of the Main Menu. Each chapter includes information about how to use thedisplays associated with each last group of chapters describes the reports and forms for this the appendixes to help you implement Inventory Management , learn how to use the InventoryManagement interface, understand the definitions of the table files, and work with the tutorial for setting upstructures.

5 ContentsIndexExitPage ivSummary of changesThe following changes have been made to this application: Warning message on History Purge: A new display (AMI2X3), Transaction History Purge Confirm, shows the choices made on the previous display (AMI2X1) and their impact, allowing the user a chance to review the choices prior to purging the transaction history. Location does not print: All uncounted locations now appear on AMI5H2. Previously, if one location was counted, the rest would not appear. Only the first location for an item counted updates CCFLG in ITEMBL. Deselect Items for Physical Inventory and Cycle Count: The user can now deselecgt items that have been selected for Physical Inventory Counts. A new field, Activity Flag, under Cycle Count, was added to AMI7A5 (Item Balance File maintenance ) to allow for the field to be maintained.

6 Edit Reason Code in IM Transactions: For applicable transactions, the reason code can now be edited against a Reason Table that is maintainable in IM, PMC, PCC, and REP. Valid reason codes are edited for proper transaction ID when they are created. The user controls whether this enhancement is applied or not by maintain an Inventory Management Control File byte. The Reason Table is maintainable on the client. Hold or End PMC Unattached Jobs during IM Period Close: The PMC unattached job is now put on hold during IM Period Close to avoid conflicts. Percent Tolerance on Receipts: This enhancement allows an edit on purchasing receipt transactions for over and under receipts. The user sets whether an error or a warning message should be issued if outside of the tolerance in Materials Management - Application Settings.

7 The actual tolerance percentages are maintained at the warehouse and item balance levels. Both fields which were added to the Warehouse Extension and the Item Balance Extension files. If the user does not want tolerance percentage to be used, leave the percentage blank. Reuse Deleted IMHIST Archive Records without File Reorg: To improve efficiency, the additional copy to QTEMP was removed and the report is now submitted to the job queue. Add User Exit to Manufacturing Order: Use Program UMIOC01R, after order selection but prior to the actual close, to add logic to the close routine for order closeout selection and order closeout selection by date. First IP Transaction to Update the First Operation to Waiting : When IP (including those generated by a PB or PC transaction), IU, or SC tranactions are processed for the first time against an order, the first active (MOROUT OPSTC = 10 or greater) operation s Record Type (MOROUT RTYPE) will be updated to 2 = Waiting.

8 PO Comments to Identify Manufacturing Item, Order, and Operation: A purchase item/release comment was added on outside operation purchase orders to identify manufacturing item, manufacturing order, and operation. The comment was designed as follows:Manufacturing Order Number/Operation Number, Item Number, Manufactured Item Description Integration with EPDM: If EPDM is installed, the Inventory Management application is now fully integrated with the EPDM functions and Item Revisions replaces Item Master. While this Guide might contain references to Item Master files, the functions in this application now use Item Revisions for item information. For more information, see the Enterprise Product Data Management Concepts vContentsContentsTo the reader .. iiiBefore you begin .. iiiWhat this book contains.

9 IiiSummary of changes .. ivChapter 1. Introducing Inventory Management application.. 1-1 What Inventory Management does .. 1-1 The Inventory Management Main Menu .. 1-2 How information flows between IM and other applications .. 1-3 Inventory Management interfaces .. 1-5 How information flows within Inventory Management .. 1-8 Common MAPICS XA concepts .. 1-9 Data entry and update methods .. 1-9 Batches .. 1-10 Master file searches .. 1-10 Files .. 1-10 Major reports .. 1-15 Inquiries .. 1-17 Lockups .. 1-17 Automated job submission .. 1-18 Using eWorkPlace with MAPICS XA documentation .. 1-18 Chapter 2. Managing Inventory Management .. 2-1 Before you begin Inventory Management operations .. 2-1 Analyze the tasks .. 2-1 Choose an entry method .. 2-1 Determine how to group source material into batches.

10 2-2 Establish controls .. 2-2 Set the sequence .. 2-2 Schedule the work .. 2-3 Daily operations .. 2-3 Inventory Management functions and calculations .. 2-3 Item definition .. 2-4 Inventory Management functions .. 2-16 Order Management functions .. 2-30 Miscellaneous features .. 2-44 Manufacturing Order History .. 2-44 EPDM activation .. 2-45 General Ledger interface .. 2-47 InterSite Logistics (ISL/MISL) interface .. 2-48 How to get started with IM .. 2-48 Answer the install/tailor questionnaire .. 2-49 Establish warehouses .. 2-49 Confirm Inventory master records .. 2-49 Establish item QC and batch/lot controls .. 2-49 Build warehouse locations .. 2-51 Update location quantities .. 2-54 Run the location quantity audit .. 2-55 Add miscellaneous items .. 2-55 Using Electronic Commerce (EC) for EDI transactions.