BR100_OPM_Inventory_Application_Setup.doc
Transcript of BR100_OPM_Inventory_Application_Setup.doc
AIM
BR.100 OPM INVENTORY APPLICATION SETUP
XXXXX OPM INVENTORY
Author: XXXX
Creation Date: October 31, 2013
Last Updated: October 31, 2013
Document Ref: 1032000001/BR100/OPM Inventory/001
Version: 1.0
Approvals:
Omar Basaad Project Manager
BR.100 OPM Inventory Application Setup
Document Control
Change Record
5
Date Author Version Change Reference
26-09-2013
XXXX 1.0 No Previous Document
Reviewers
Name Position
Distribution
Copy No.
Name Location
1 Library Master XXXX LLC234
Note To Holders:
If you receive an electronic copy of this document and print it out, please write your name on the equivalent of the cover page, for document control purposes.
If you receive a hard copy of this document, please write your name on the front cover, for document control purposes.
XXXXX OFile Ref: document.doc (v. Error: Reference source not found )
Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref: 1032000001/BR100/OPM Inventory/001October 31, 2013
BR.100 OPM Inventory Application Setup
Contents
Document Control............................................................................................
Application Set Up Control Sheet - Common Set Up Forms...........................
IC: Set Up Inventory Calendar.........................................................................
IC: Set Up Item Master.....................................................................................
IC: Set Up Item/Lot Conversion........................................................................
IC: Set Up Warehouse......................................................................................
IC: Set Up Warehouse Location.......................................................................
IC: Set Up Lot and Sublot.................................................................................
IC: Set Up Lot Status........................................................................................
IC: Set Up Commodity Code............................................................................
IC: Set Up Allocation Class...............................................................................
IC: Set Up Lot Allocation Parameter................................................................
IC: Set Up Inventory Types.............................................................................
IC: Set Up General Ledger Class.....................................................................
IC: Set Up Inventory Class...............................................................................
IC: Set Up Item Cost Class...............................................................................
IC: Set Up Item Customs Class........................................................................
IC: Set Up Item Freight Class...........................................................................
IC: Set Up Item Planning Class........................................................................
IC: Set Up Item Price Class..............................................................................
IC: Set Up Item Purchasing Class....................................................................
IC: Set Up Item Sales Class..............................................................................
IC: Set Up Item Shipping Class........................................................................
XXXXX OFile Ref: document.doc (v. Error: Reference source not found )
Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref: 1032000001/BR100/OPM Inventory/001October 31, 2013
BR.100 OPM Inventory Application Setup
IC: Set Up Item Storage Class..........................................................................
IC: Set Up Item Tax Class Association.............................................................
IC: Set Up Production Rules.............................................................................
IC: Set Up Warehouse Rules............................................................................
IC: Set Up Warehouse Transfer Rules.............................................................
IC: Set Up ABC Rank (optional)........................................................................
IC: Set Up Control Groups................................................................................
IC: Set Up Count Classes.................................................................................
IC: Set Up Address Detail.................................................................................
IC: Set Up EC Country Codes...........................................................................
IC: Set Up EC Region Codes.............................................................................
IC: Set Up EC Terms of Delivery......................................................................
IC: Set Up Supplemental Details.....................................................................
Open and Closed Issues for this Deliverable..................................................
Open Issues................................................................................................Closed Issues.............................................................................................
XXXXX OFile Ref: document.doc (v. Error: Reference source not found )
Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref: 1032000001/BR100/OPM Inventory/001October 31, 2013
Application Set Up Control Sheet - Common Set Up Forms
Environment Name: Machine: Type (definition, execution, both):
Inventory Setup Responsibility Due Date QA Responsibility QA Due Date Signature Approval
Set Up Inventory CalendarXXXX Inventory
Set Up Item Master XXXX Inventory
Set Up Item/Lot Conversion XXXX Inventory
Set Up Warehouses XXXX Inventory
Set Up Warehouse Locations XXXX Inventory
Set Up Lots & Sublots XXXX Inventory
Set Up Commodity Code XXXX Inventory
Set Up Allocation Class XXXX Inventory
Set Up Lot Allocation Parameters XXXX Inventory
Set Up Inventory Types XXXX Inventory
Set Up General Ledger Class XXXX Inventory
Set Up Item Cost Class XXXX Inventory
Set Up Item Custom Class XXXX Inventory
Set Up Item Freight Class XXXX Inventory
Set Up Item Planning Class XXXX Inventory
Set Up Item Price Class XXXX Inventory
Set Up Item Purchasing Class XXXX Inventory
Set Up Item Sales Class XXXX Inventory
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Inventory Setup Responsibility Due Date QA Responsibility QA Due Date Signature Approval
Set Up Item Shipping Class XXXX Inventory
Set Up Item Storage Class XXXX Inventory
Set Up Item Tax Class Association XXXX Inventory
Set Up Production Rules XXXX Inventory
Set Up Warehouse Rules XXXX Inventory
Set Up Warehouse Transfer Rules XXXX Inventory
Set Up ABC Rank XXXX Inventory
Set Up Control Groups XXXX Inventory
Set Up Count Classes XXXX Inventory
Set Up Address Detail XXXX Inventory
Set Up EC Country Codes XXXX Inventory
Set Up EC Region Codes XXXX Inventory
Set Up EC Terms of Delivery XXXX Inventory
Set Up Supplemental Details XXXX Inventory
File Ref: document.doc (v. )Company Confidential - For internal use only
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Doc Ref:
IC: Set Up Inventory Calendar
Navigation Path (OPM Inventory:OPM Inventory Control:Inventory Setup:Inventory Calendar)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to Enter the Inventory Calendar.
<Inventory Calendar - Header>Use this region to enter the Header information for the Inventory Planning Calendar
Company
Fiscal Year
Calendar Description
Start Date
Status (Display Only)
<Inventory Calendar - Detail>Use this region to review the detail information for the Inventory Planning Calendar and establish and end date and description for a period.
Period
(Auto- Generated)
Start Date
(Auto- Generated)
End Date Status
(Display Only)
Description
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Doc Ref:
IC: Set Up Item Master
Navigation Path (OPM Inventory:OPM Inventory Control:Inventory Setup:Item Master)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to enter Inventory Items.
<Inventory Items>Use this region to review and enter the Item basic Item information.Item -> Controls Classes
Description Non-Inventory
Yes/No Sales
Comment Location GL
Alternate Item A Lot Yes/No Ship
Alternate Item B Indivisible
Yes/No Freight
Warehouse Item Sublot Yes/No Price
Inactive Grade Cost
Experimental Default Storage
Unit of Measure Data
Status Non-Status
With Inventory
No Inventory
Inventory
Dual Control Default Purchase
UOM Matching Inv/PO/Recpt
No Matching
Invoice/PO
Allocation
Deviation Factor +
Customs
Deviation Factor -
Planning
Codes Sequence
Type Cost Ref
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Doc Ref:
Item -> Controls Classes
ABC Rank
Commodity Code
<Quality Control> - [Special menu]:QC Additional InfoUse this region to enter quality control information.
Retest Interval
Shelf Life Hold Reason Expiration Interval
Action Reference Item
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Doc Ref:
IC: Set Up Item/Lot Conversion
Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Item/Lot Conversion)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to Enter Conversion Rates for Specific Item/Lot/Sublots.
<Item Lot/Sublot Conversion Rates>
Item Inv UOM Type
(Display Only)
Lot Sublot Conversion UOM Type
Conversion From
Conversion To
Factor
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Doc Ref:
IC: Set Up Warehouse
Navigation Path (OPM Inventory:OPM Inventory Control: Setup:Warehouse)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Item Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to enter Warehouses.
<Warehouses>Use this region to review and enter Warehouses and associated information.
Warehouse
Description Organization
Region Code
Whse Class
Tax Loc Code
Lctn Ctl
Consign Ind
Contact
Phone Ship Stage
Recv Stage
Ingred Stage
ProductStage
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Doc Ref:
IC: Set Up Warehouse Location
Navigation Path (OPM Inventory:OPM Inventory Control: Setup:Location)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to enter Warehouse Locations.
<Warehouse Locations>Use this region to review and enter Warehouse Locations and associated information.
Warehouse Location Description Capacity Quantity Capacity UOM
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up Lot and Sublot
Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Lot/Sublot)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to Enter Lots and Sublots.
<Lots and Sublots>Use this region to review and establish Lots and Sublots for Items.
Vendor Information Characteristics Quality Control
Item Lot Sublot
Description Vendor
Name Lot Number
Strength
Origination
Creation Date
Retest Date
Expire Date
Active Y/N
Grade
Action Date
Action Code
File Ref: document.doc (v. )Company Confidential - For internal use only
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Doc Ref:
IC: Set Up Lot Status
Navigation Path (OPM Inventory:OPM Inventory Control: Setup:Lot Status)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to Enter Lot Statuses.
<Lot Statuses>Use this region to review and enter Lot Status and their descriptions
Lot Status
Description
Hold Reason
Use this region to associated planning codes to Lot Status.
Nettable Yes/No Order Proc Yes/No Production Yes/No Shipping Yes/No Rejected Yes/No
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Doc Ref:
IC: Set Up Commodity Code
Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Commodity Code)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to Enter Commodity Codes.
<Commodity Code>Use this region to review and enter Commodity Codes and Description of Commodity Codes
Code Commodity Code Description
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up Allocation Class
Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Allocation Setup:Class)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to Enter Allocation Classes.
<Allocation Classes>Use this region to review and enter Allocation Classes and Description of Allocation Classes
Class Description
FIFO
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up Lot Allocation Parameter
Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Allocation Setup:Parameters)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to Enter Lot Allocation Parameters.
<Lot Allocation Parameters>Use this region to review and establish Lot Allocation Parameters for Allocation Classes and Warehouse combinations.
Allocation Parameters
Allocation Class Warehouse Method: FIFO/FEFO
Type: User/Automati
c
Shelf Days Horizon Lot Quantity: Single/Multiple
File Ref: document.doc (v. )Company Confidential - For internal use only
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Doc Ref:
IC: Set Up Inventory Types
Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Inventory Types)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to Enter Inventory Types.
<Inventory Types>Use this region to review and enter Inventory Types and Description of Inventory Type
Type Description
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up General Ledger Class
Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:General Ledger)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to Enter General Ledger Classes.
<General Ledger Classes>Use this region to review and enter General Ledger Classes and Description of General Ledger Classes
Class Description
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up Inventory Class
Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Inventory)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to Enter Inventory Classes.
<Inventory Classes>Use this region to review and enter Inventory Classes and Description of Inventory Classes
Class Description
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up Item Cost Class
Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Cost)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to Enter Item Cost Classes.
<Item Cost Classes>Use this region to review and enter Item Cost Classes and Description of Item Cost Classes
Class Description
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up Item Customs Class
Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Custom)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to Enter Item Customs Classes.
<Item Customs Classes>Use this region to review and enter Item Custom Classes and Description of Item Custom Classes.
Class Description
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up Item Freight Class
Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Freight)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to Enter Item Freight Classes.
<Item Freight Classes>Use this region to review and enter Item Freight Classes and Description of Item Freight Classes
Class Description
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up Item Planning Class
Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Planning)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to Enter Planning Classes.
<Item Planning Classes>Use this region to review and enter Item Planning Classes and Description of Item Planning Classes.
Class Description
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up Item Price Class
Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Price)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to Enter Item Price Classes.
<Item Price Classes>Use this region to review and enter Item Price Classes and Description of Item Price Classes.
Class Description
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up Item Purchasing Class
Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Purchasing)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to Enter Purchasing Classes.
<Item Purchasing Classes>Use this region to review and enter Item Purchasing Classes and Description of Item Purchasing Classes.
Class Description
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up Item Sales Class
Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Sales)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to Enter Item Sales Classes.
<Item Sales Classes>Use this region to review and enter Item Sales Classes and Description of Item Sales Classes
Class Description
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up Item Shipping Class
Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Shipping)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to Enter Item Shipping Classes.
<Item Shipping Classes>Use this region to review and enter Item Shipping Classes and Description of Item Shipping Classes
Class Description
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up Item Storage Class
Navigation Path (OPM Inventory :OPM Inventory Control:Classes/Types:Item Storage)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to Enter Item Storage Classes.
<Item Storage Classes>Use this region to review and enter Item Storage Classes and Description of Item Storage Classes
Class Description
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up Item Tax Class Association
Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Tax Association)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to Enter Item Tax Class Associations.
<Item Tax Class Association>Use this region to review and enter Item Tax Class Associations and Description of Item Tax Class Associations
Item Tax Class
Description
Use this region to add and review the Items Associated with the specific Item Tax Class Association above.
Item Description
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up Production Rules
Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Reorder Rules:Production)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to Enter Production Rules.
<Production Rules>Use this region to review and establish Production Rules for Items.
Reorder Rules
Quantity Lead Time Period Lead Time
Item Organization
L/L, Man, EOQ
MinQty
Max Qty
Std Qty
Resched
Period
Fixed LT
VariableLT
Contiguous Non-
Contiguous
Inner Fence
Outer Fence
3019919010002
NWIP Lot for Lot
1000 999999999
0 .000 .000 .000 Non Contiguous
7.0 365
3019919010003
NWIP Lot for Lot
1000 999999999
0 .000 .000 .000 Non Contiguous
7.0 365
3019919010004
NWIP Lot for Lot
1000 999999999
0 .000 .000 .000 Non Contiguous
7.0 365
3019919010005
NWIP Lot for Lot
1000 999999999
0 .000 .000 .000 Non Contiguous
7.0 365
3019919020009
NWIP Lot for Lot
1000 999999999
0 .000 .000 .000 Non Contiguous
7.0 365
3019919020010
NWIP Lot for Lot
1000 999999999
0 .000 .000 .000 Non Contiguous
7.0 365
3019919020011
NWIP Lot for Lot
1000 999999999
0 .000 .000 .000 Non Contiguous
7.0 365
3019919020012
NWIP Lot for Lot
1000 999999999
0 .000 .000 .000 Non Contiguous
7.0 365
3019919020013
NWIP Lot for Lot
1000 999999999
0 .000 .000 .000 Non Contiguous
7.0 365
3019919020014
NWIP Lot for Lot
1000 999999999
0 .000 .000 .000 Non Contiguous
7.0 365
3019919020015
NWIP Lot for Lot
1000 999999999
0 .000 .000 .000 Non Contiguous
7.0 365
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up Production Rules – Screen Shot
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up Warehouse Rules
Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Reorder Rules:Warehouse)XXXX XXXX Process: Inventory Business Area: Inventory Date: Aug 26, 2013Control Number: 002 Priority(H, M, L): H
<Warehouse Rules>Use this region to review and establish Warehouse and Warehouse Rules for Items.
Purchasing Rules Sources
Physical Classes
Inventory Classes
Item Whse
Safety Stock
Reorder Point
Days Supply
Type L, M, E
Min Qty
Max Qty
Std Qty
Resched Period
Fixed LT
Var LT Inner Fence
Outer Fence
Purchase/Produce/ Transfer
ABC Rank
Count
Count Date
GL Ship
Freight
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up Warehouse Transfer Rules
Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Reorder Rules:Warehouse Transfer)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to enter Warehouse Transfer Rules.
<Warehouse Transfer Rules>Use this region to review and establish Warehouse Transfer Rules for Items.
Time Period (Days) Transfer Quantity Reorder Rule
Transfer Type
Source Warehouse
TargetWarehouse
Item Fixed LT
Variable LT
Inner Fence
Outer Fence
Min Qty
MaxQty
Std Qty
L/L, Man, EOQ
Full, Full-Force, Part.
Preference
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up ABC Rank (optional)
Navigation Path (OPM Inventory:OPM Physical Inventory:Setup:ABC Rank)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to enter ABC Ranking Codes.
<ABC Rank>Use this region to add and review ABC Rank Codes by warehouse and their corresponding planning factors.
Warehouse
ABC Rank
Description Count Interval
Unit Percent Warning Level
Unit Percent Rejection Level
Currency ValueWarning Level
Currency ValueRejection Level
Accept Count
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up Control Groups
Navigation Path (OPM Inventory:OPM Physical Inventory:Setup:Control Groups)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to enter Control Groups.
<Control Group>Use this region to add and review Control Groups by warehouse.
Warehouse
Item Description Interval
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up Count Classes
Navigation Path (OPM Inventory:OPM Physical Inventory:Setup:Count Classes)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to enter Count Classes.
<Count Classes>Use this region to add Count Classes.
Class Description Zero (Include / Exclude) Negative (Include / Exclude)
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up Address Detail
Navigation Path (OPM Inventory:OPM OPM EC Interstat:Setup:Address Details)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to Enter Address Details.
<Address Details>Use this region to review and enter Address Details
Ship Customer
Ship Vendor
Warehouse
Registration Number
Branch
Delivery Terms
MOT Code
EC Country Code
Region Code
Port Code
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up EC Country Codes
Navigation Path (OPM Inventory: OPM OPM EC Interstat:Setup:Country Codes)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to enter Country Codes.
<Country Codes>Use this region to add Country Codes and Names.
Country Code Country Name EC Member (Yes / No)
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up EC Region Codes
Navigation Path (OPM Inventory: OPM OPM EC Interstat:Setup:Region Codes)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to enter Region Codes.
<Region Codes>Use this region to add Region Codes and Descriptions.
Region Code Description
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up EC Terms of Delivery
Navigation Path (OPM Inventory: OPM OPM EC Interstat:Setup:Terms of Delivery)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to enter Terms of Delivery.
<Terms of Delivery>Use this region to add Terms of Delivery and Description.
Delivery Code Description EC Member (Yes / No)
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
IC: Set Up Supplemental Details
Navigation Path (OPM Inventory: OPM OPM EC Interstat:Setup:Supplemental Details)
<Company Short Name> Process:Inventory
Business Area: <Business Area>
Date: <Date>
Control Number: <Control Number>
Priority(H, M, L): <Priority (H,M,L)>
Process Owner: <Process Owner>
Description: Use this form to enter Supplemental Details.
<Supplemental Details>Use this region to add Supplemental Details.
Item For Processing / Repair (Yes /No)
Country of Origin Supplemental Unit of Measure
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref:
Open and Closed Issues for this Deliverable
Open Issues
ID Issue Resolution Responsibility Target Date Impact Date
Closed Issues
ID Issue Resolution Responsibility Target Date Impact Date
File Ref: document.doc (v. )Company Confidential - For internal use only
IC: Set Up Item Freight Class 19 of 38
Doc Ref: