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Multi-Bin: Inventory Management User Manual

    MULTI-BIN FOR INVENTORY MANAGEMENT MULTI-BIN AND WMS FOR INVENTORY MANAGEMENT

    INVENTORY MANAGEMENT> MAIN MENU, PHYSICAL, REPORTS, AND SETUP

    Following is an overview of where Multi-bin and WMS programs and features for the Inventory Management Module in Sage.

    INVENTORY MANAGEMENT> MAIN MENU

    Inventory Maintenance/Inquiry - Glance inventory, allocations, quick transfers between locations, transaction details, extended inventory lot UDF. Regions and Aisles by Item Code, Directed Pick and Put Away overrides by Item Code.

    Multi-bin Inventory Dashboard - Manage, transfer, hold inventory and more with Control Shift-Click features.

    Transaction Entry - Batch transfers between locations and warehouses.

    Multi-bin Location Inquiry - Inventory inquiry by location.

    Pallet ID Inquiry - ID Case Pack and Pallet Inventory inquiry (*P).

    Replenishment and Put-Away Dashboards - Put-away/replenish/rotate inventory.

     

    INVENTORY MANAGEMENT> PHYSICAL COUNT

    Physical Count Worksheet - Worksheets, freeze by locations, regions, when last counted, pallet ID(*P)

    Count Card entry - Auto load all multi-bin inventory with locations. Explode Pallet IDs (*P)

    Physical Count Entry - Count by location, pallet ID (*P), VI and BOI import counts.

    Variance Register - Validates not to exceed S/O allocations and prints variance by location.

     

    INVENTORY MANAGEMENT> REPORTS

    Multi-bin and WMS data is in our reports in the bottom after the stock Sage 100 ERP reports.

     

    INVENTORY MANAGEMENT> SETUP

     

    Warehouse Code Maintenance - Turn ON and OFF by warehouse and setup of Staging locations and Regions.

    Product Line Maintenance - Turn ON and OFF by Product Line, Regions and Aisles by Product Line, Directed Pick and Put Away overrides by Product Line.

    Scanco Multi-Bin Warehouse Mgmt Options - Turn ON and OFF company wide and Multi-bin and WMS options.

    Multi-Bin Location Maintenance - Location creation and setup.

    Region Maintenance - Code creation

    Pallet ID Maintenance - Case and Pallet ID setup and inventory (*P).

    Pallet ID Type Code Maint - Case and ID type setup (*P).

     

    Item Bin Tracking
    BIN TRACKING FOR INDIVIDUAL INVENTORY ITEMS

    INVENTORY MANAGEMENT > MAIN > INVENTORY MAINTENANCE > MULTI-BIN TAB

     

    The Multi-Bin tab provides a quick view of multi-bin inventory and quick inventory utilities that run by item. View quantity available in bin locations, by location type and region code. Button controls provides additional setup options for the item, drill down details, inventory transfer utilities, UDF data for multi-bin inventory and lots and serial, utilities to link (*P) IDs to another and (*P) break IDs. Refer to Bin Location maintenance for the quick inventory utilities that run by the location.


    Pallet, Link and Break - (*P) Provides drill down Pallet Maintenance and utilities from the Item to Link an IDs to another and do a quick break of the ID. Refer to License Plate Link and Break. 

    Columns Detail - Provide the view of multi-bin inventory. Bin Location, Location Type, Region Code, ID, ID Type, Lot Serial No, Description, Received Date, On Hand, Allocated, Available, Issued, Counted Date, Expire Date, Vendor Lot Serial No, and Sales Available.

    The description provides red alerts for the item in the location. (Held) inventory is held from transactions. The user with Release security rights to transfer inventory. (*Dis - S/O) bin location is disabled for S/O transactions. (-Mfg) the location disabled for B/M and W/O transactions.  (Expired) (*E) expired inventory. (*Dis - CustNo) and (*Dis - CustType) the location is reserving inventory for the customer number and customer type.

    Received Date is the last date the item (and the lot serial number and (*P) ID) was received into the bin location. The multi-bin option Inventory Activity Date for Received Dates is set from Rec and FG Staging carries the original received date to the destination location to help retain the age of inventory. Inventory with this option ON will take on the destination last receipt date if the same inventory exists.

    Quantity Allocated detail is drill down using the Alloc button and the Multi-bin Allocation Report. Counted Date is the last date inventory was counted in physical counts even if there was no change.

    (*E) Expire Date and Vendor Lot Serial No is the expire date and vendor lot serial numbers set in receipt of goods and any time can be entered and changed using the Lot button. The Lot button is also in bin location maintenance.

    Sales Available is reduced for inventory has been locked down in the bin location or (*E) expired.

    UDF fields created for multi-bin inventory initially appears on the right-hand side of the inventory display. Use custom office to move.

    Quick and Group Transfer buttons - select inventory in the list view enable the quick transfer button. Select location types and regions to auto select inventory for group transfer grid. See Item Quick Transfer and Group Transfer Grid.

    UDF buttons (Info or Lot) - create and maintain user-defined fields (UDF) associated to the multi-bin inventory. A Lot (*E) tracks information for expiration dates, vendor lot numbers and UDF for lotted inventory. Save and auto Hold and Release buttons are provided in the UDF screens also.

     

    SETUP PRIMARY BIN LOCATIONS-OVERFLOW SETUP 

     SETTING UP PRIMARY ITEM BINS

    INVENTORY MANAGEMENT > MAIN > INVENTORY MAINTENANCE > MULTI-BIN TAB

    Bin Setup for the Item Code designates the items primary bin locations and overrides to the default warehouse Regions and Aisles to store the item.

    Item Code Regions and Aisles - overrides the default regions or aisles for Directed Put Away.

    These settings can be defaulted in product line maintenance and then can be superseded in Item Code Maintenance.

    Primary Bin Locations - Pick area. Designate primary bin locations for the item. Setup the minimum quantity when to replenish the location with the item and maximum will be the maximum replenishment will recommend transferring to the location. See Primary Location Overview.

    The primary bin location can be automatically designated when the Multi-bin Option Auto Assign Primary Bin Locations is ON. This option set's up the primary location for the item when the item lands in a location designated as primary.

    Overflow Area - Designate options to automate pick and puts from the overflow area over the pick area. Minimum quantity to auto-allocate from overflow area applies to directed picking. Minimum quantity to put to overflow area applies to directed putaway. Options are available to designate a unit of measure conversion codes to trigger the pick and put of goods in the overflow area.

    Directed Picking Options for Item Code - select ON to override directed picking options for the item. Company-wide settings that are set up in Multi-bin Options can be overridden by product line and by Item Code. Click to review Sales Order directed picking options.

    Pallet Case ID settings for S/O Directed Picking - (*P) prioritizes these ID types that is automatically selected during directed picking. Applies when the option to Allocate higher level Case ID is OFF. See ID U/M settings.

    Directed Putaway Options for Item Code - select ON to override directed putaway options for the item. Company-wide settings that are set up in Multi-bin Options can be overridden by product line and by Item Code. Click to review putaway options.

    Pallet Case ID for Receiving and Finished Goods - (*P) sets P/O Receipt of goods U/M Conversion and finished good defaults to auto-create ID levels. See ID U/M settings.

     



    CUSTOM OFFICE - USER DEFINABLE FIELDS

    Multi-bin and WMS provide features for UDF data associated to the QOH data to automatically load on screens, move between locations and to store in history. If you have Expiration Date Vendor Lot Traceability and you want to track UDF’s for Lot Items, please go to the page for UDF setup for Expiration Date Control and Vendor Lot Traceability.

     

     Create UDF Fields in Files

    Create your UDF fields in the IM Multi-Bin Item Location UDF and the IM Multi-Bin Location History File and all distribution files where you need the data in our grids. Create the same field names in the desired distribution tier files where data will be viewed and entered too. The custom field names must be consistent.

     

     UDF fields to these files to auto store and display. Purchase Order: PO404_ReceiptTierDistribution, PO404_MaterialReqTierDist, PO404_ReturnTierDist

    Sales Order: SO404_OrderTierDist, SO404_InvoiceTierDist

    Inventory: IM404_VendorLotSerial, IM404_BinLocationHistory, IM404_ItemLocationUDF, IM404_TransactionTierDist, IM404_Physical, IM_ItemCost

    Bill of Materials: BM404_ProductionTierDist, BM404_DisassemblyTierDist

                                                                                                

     Add UDF Fields to the UDF Maintenance Panel: IM404_ItemLocationUDF.M4L

    The IM404_ItemLocationUDF.M4L is the dialog in Inventory maintenance and inquiry.


     Add UDF Fields to selected Distribution screens 

    Select the CI404_MBin_Entry.M4L and add your fields to each selectable business object you want them on

     

     Add UDF Fields to Multi-bin Inventory in Inventory Maintenance/Inquiry
    Select the CI404_MBin_Entry.M4L and add your fields to each selectable business object you want them on.

    Select the PMultiBin Panel in the IM_Item.M4L. UDF fields are automatically shown in the list-box named UDF1, UDF2 to 6. Numerics and date fields appear the best right justified. Column headings and numeric mask settings are obtained from the field set up in custom office.

     

      

    QUICK AND GROUP TRANSFERS

    INVENTORY MANAGEMENT > MAIN MENU > INVENTORY MAINTENANCE > MULTI-BIN TAB

      
    Quick inventory transfers from the inventory item are selected in the Multi-bin Tab in inventory maintenance. A quick transfer will move inventory immediately to another location and the Group Transfer provides transfer all inventory for the item. The full audit trail is retained including the user, the date. In some cases, pre-allocations can be moved.

     

    Quick Transfer -

    after selecting inventory the quick transfer button is enabled. The quick transfer provides the immediate transfer of inventory and transfer of allocations to another location. An audit trail is tracked for the user transferring. Integrated handhelds usually access same transfer program.

    Role maintenance, Inventory security events — select to grant rights for access to Quick Transfer in Item Maintenance, Item Inquiry and Bin Location Maintenance.

     

    Quick Transfer. Transfer individual inventory. Small grid display S/O entry and W/O allocations. Select to transfer allocations along with the QOH transfer.

     

     

    Group Transfer -

    Group transfer provides grid selection of inventory for the item code. Select the destination location to transfer to. Select the green select all button to select all inventory in the location.

    Quantity available to transfer is reduced by the quantity allocated. The Quantity Picked can be overridden except for IDs.

    (*P) License plate inventory includes the hard allocated on sales orders and the allocations will transfer along with the inventory.

    Group transfer provides a grid-based selection of inventory

    in the bin location. Clicking the Group Transfer button lists all inventory in the location

     

    Group Transfer Auto Select

    - Select a location type or region from the tree to automatically select all inventory from the category. Next, select the group transfer button. Select the destination location to transfer to.

    (*P) All License Plate IDs with the item in the location is auto selected.

    The auto select feature works with the group transfer in bin location maintenance and works with (*P) Link in Item and Bin Location Maintenance.

     

    INVENTORY TRANSACTION ENTRY

    INVENTORY MANAGEMENT > MAIN MENU

    Multi-Bin WMS requires distribution in Transaction Entry from locations for warehouses and product lines enabled for Multi-bin.


      

    (*P) Transfer Pallet Inventory to Another Warehouse For Pallet Management, inventory items on a pallet will be transferred to a pallet. By selecting the pallet ID on the Transaction Header panel, the Inventory Lines panel will automatically be filled in with all inventory items from the Pallet.

    Pallet ID- Select the Pallet ID to be transferred. The system ensures there are no allocations existing from Palleted Inventory.

    Default to Bin Location - Select the location in the destination warehouse where inventory will be transferred to.

    After selecting the default bin location the system will prompt to auto-fill inventory in the transfer.

     

     

     

    (*E) Feature for Add-on for Expiration Date and Vendor Lot Traceability

    (*P) Feature for Add-on for License Plating - Case Packs, Pallets, and Containers

    (*W) Feature for Add-on for Wave Batch Picking