# Presentation: 140204

## Lesson 9: Configuring Inventory

- Viewing and adjusting the inventory contents of locations in ICBS-R

## Objectives

- After completing this unit, you should be able to:
- View inventory at Node or location level
- View Inventory details using the Mobile Console
- Modify inventory attributes
- Define Inventory Statuses and Inventory Transition Rules
- Query Inventory Adjustment Reasons

**Notes:**
Notes:

## Inventory Control Features

- Yantra provides the following inventory control features:
- Comprehensive synchronous control between inventory movements and system inventory information
- Inventory tracking at a detailed attribute level
- Trackable ID
- Tag Attributes (date last tested, manufacturers name and model etc.)
- Comprehensive inventory audit trail
- Industry standard count processes

**Notes:**
Notes:
Inventory defines the comprehensive functionality of Yantra WMS to track, monitor, and maintain inventory in a warehouse. Inventory visibility is provided through consoles that provide the necessary granular information.

## Inventory Adjustment Reason Codes

- This function is at the NWCG System Admin level

**Notes:**
Notes:
When performing an adjustment of inventory, a reason must be supplied. Configure valid Adjustment Reason Codes for an Enterprise/Node combination. The PICK, PACK, SHIP, and RECEIPT Adjustment Reason codes are mandatory and must be created. For Pack, we must specify a Virtual Location as an Accounting Bin. If this is not done, Shipments cannot be shipped.
Navigation:
Create an Inventory Adjustment reason: navigate to Configurator > Warehouse Management > Inventory > Inventory Adjustment Reasons. On the Inventory Adjustment Reasons page click the Create New icon.

## Viewing Location / Node Level Inventory

- Select the Location Inventory Console from the Inventory Menu

- Click View Details to see the Location’s Inventory

**Notes:**
Notes:
Use Location Inventory Console to view and manage all inventory and it’s attributes for a node. Both Location Level and Node level information are available through this Console. Location Inventory Console also supplies location level information for each of the Containers in locations.
Node Level Demand Type information is only available if the Yantra DOM solution is also implemented.
Pend In Quantity: The number of units of an item having open tasks to move into the location.
Pend Out Quantity: The number of units of an item having open tasks to move out of the location.
Supply Type: Inventory may move from one supply type to another during its lifespan in a node
Typical Node Supply Types:
On Hand- Total Quantity in Node
Held- Subset of On Hand Qty that is considered unavailable for consumption by some demands for the item
Demand Type: Typical Demand types in a Node are:
Allocated- Inventory intended to fulfill a request 
Open Order- Inventory uncommitted to a request
Navigation:
View inventory at a location: log on to the Yantra WMS console as a WMS user and navigate to the Inventory > Inventory Console menu option. Enter the node where the location is defined and click Search. Select the location you want to view the details for and click View details. To view inventory at node, select the location and click Node Level Inventory.

## Location Inventory Details

## Adjusting Location Inventory

- Click ‘Adjust Location Inventory’ from the Inventory Menu
- Select Location and Item ID to adjust

**Notes:**
Notes:
Inventory Adjustments can be performed through Adjust Location Inventory menu option as is shown above. An alternative is to access it through the adjust inventory action from inventory console detail screen.
Specify the Node, Location, Item/PC/UOM, quantity, and reason code for your adjustment. If your item is tag or serial tracked the system will prompt you for the information accordingly.

## Adjust the Inventory

- Note that the Adjustment Reason Code is required
- Document # is pre-populated along with node specific adjustment account code but may be edited
- Incident/Other Order # (not mandatory) - If entered, the accounting information and incident information will populate.

## Inventory Attributes

- Inventory Attributes specify the characteristics of inventoried units that uniquely define the inventory
- Inventory tag attributes may include:
- Manufacturer’s name
- Manufacturer’s serial number
- Manufacturer’s model
- Manufactured date
- Date last tested
- Owner unit ID #

**Notes:**
Notes:

## Tag Attributes for Trackable Inventory

**Required fields for adjusting inventory for trackable items.  **
**Note: Only one trackable item can be adjusted at a time**.

## Unit 9 Summary

- In this lesson, you learned:
- Location Inventory Console reflects current inventory details at a given location
- Inventory attributes specify the characteristics of stocked units that uniquely define the inventory
- Inventory status is an attribute associated with a stocked item or container. It is defined for an Enterprise/Node combination and is linked to Supply Types
- Creating Inventory Adjustment Reasons using the Configurator

**Notes:**
Notes:

## Questions