INVENTORY ITEMS

Vision OperationsInventory  Items  Master Items

 If you connect to the Master Item form for the first time, you need to select the
organization in which you are going to develop those items (for example, M2-Boston
Manufacturing).
 In the Master Item form, do query to identify inventory items:
o Press F11 button to start the query
o In the Item field (blue color), input the query criterion, for example, 01%
o If the query is incorrect, press F4 button to cancel it.
o If the query is correct, press Ctrl-F11 to execute the query.
 Use the lower arrow↓ and upper arrow ↑ keys to see other items retrieved by the query.

 You can also see all items in the folder by clicking the Folder icon.
 INVENTORY ITEM ATTRIBUTES
Vision OperationsInventory  Items  Master Items
 In the Main tab:
o User Item Type = Finished good (could be also: subassembly, Purchased item,
Planning, etc.)
o Status = Active

 Click on the Inventory tab and make sure that the boxes Inventory Item, Stockable, and
Transactable are checked.

 Click on the Bills of Material tab. The BOM Allowed box should be checked.
o BOM Item Type = Standard (or Planning for the Planning BOM item)

 Click on the Costing tab. All boxes should be checked.

 Click on the Purchasing tab. The boxes Purchased and Purchasable should be checked.

 Click the General Planning tab.

o Inventory Planning Method = Not planned
o Make or Buy = Make or Buy depending on whether the item is purchased or
produced.

 Click on the MPS/MRP Planning tab (use the arrows button at the end of tabs row):
o Planning Method = MRP Planning
o Forecast Control = Consume and Derive

 Click on the Lead Times tab. Check a lead time for the item in the Processing field.

 Click on the Work-in-Process (WIP) tab. For items produced internally (like 01-bell-
4000), the Bill in WIP box should be checked, for purchased items – unchecked.

 Click on the Order Management tab. The first six boxes including Customer Ordered,
Customer Order Enabled, Shippable (these are important for finished items and other
shippable items) should be checked.

 Click on the Invoicing tab. The first two boxes should be checked.

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  In the Tools menu, select the Organization Assignment option. In the Organization
Assignment form, check the organizational assignments for specific items.

Vision OperationsOther  Change Organization

 In the Organization form, click on the organization, where you would like to make
changes in the item attributes. Them click the OK button.

Vision OperationsInventory  Items  Organization Items

 In the Find Organization Items form, Use LOV (list of values) in Item filed to
identify the appropriate item. Then, click the Find button.
 In the Organization Item form, use the tabs to check the necessary parameters.

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 BILLS OF MATERIALS
Vision OperationsBills of Material  Bills  Indented Bills
 In the Find Indented Bills form, in the Item field input the name of the end item (for
example, 01-bell-computer) or use LOV (list of values) to find the item name.

 Click the Find button, and a new form will be opened with the indented BOM.

 In the Indented Bills of Material form, you can see the BOM structure by using the “+”
buttons in the bottom of the form.

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 In the Indented Bills of Material form, click on the Bills Details and Quantities tabs to
see the bill details.

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 SOURCING RULES, ASSIGNMENT SET
AND SUPPLY CHAIN BILL (SCB)
SOURCING RULES AND ASSIGNMENT SET
Supply Chain Planner  Sourcing  Sourcing Rules
 You need to be in the main organization of your supply chain (for example, M2—
Boston Manufacturing).
 In the Sourcing Rule form, use the Flashlight icon or query (for example, 01%) to
identify sourcing rules.

 For each sourcing rule, check Org, Allocation and Rank fields

 Click on the Assignment Set button to see an assignment set that incorporates the
sourcing rule.

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  In the Sourcing Rule/Bill of Distribution Assignments form, check Organization,
Item/Category, Type, and Sourcing Rule/BoD fields.

VIEW SUPPLY CHAIN BILL (SCB)

Supply Chain Planner  Sourcing  View Supply Chain Bill
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 In the View Supply Chain Bill form, input the following:
o Assignment Set = Input the name of the assignment set (for example, 01-Assign;
use LOV, if necessary)
o Item = Input the item’s name (for example, 01-bell-4000; use LOV, if necessary)

o Click on the View Indented Bill button to see the SCB structure for the specified
item.

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