Please enable JavaScript.
Coggle requires JavaScript to display documents.
Automatic put away for inventory return orders., Transaction flows -…
Automatic put away for inventory return orders.
Disposal
Put away
Put away rules :
Task: Maintain put away rules
'Vague rules' : Rules with loose criteria
'Specific rules' : Rules with more specific criteria
Rule using DSL
Rule specifying stocking location
Rule with consigned AND owned stocking location
Tasks
Put away
Auto Put away via service
Manual Put away via Inbox action
Manual put away via UI task
mobile
Concurrency
Adjust Inventory for return
Ui task
task via inbox action
Concurrency
mobile
Conditional rules for auto put away service
To test: Put 'To do' step before service on BP
Inventory Location on hold
Put Away has already happened
Consigned item going to a owned location and visa versa
Disposal has already happened
Return is cancelled
Return is approved
'All or nothing'
Matching put away rule
Security
Put away
Only user with access to 'Return to' site should be able to put away
Adjust inventory for return
Only user with access to 'Return from' site should be able to adjust
Create inventory return order
Only user with access to 'Return to' site should be able to put away
Item Testing variations
Lot controlled
Lot missing on return order. [Should only be possible on Ad hoc]
Lot should always be included for all other return types
Expired lot
Expiring lot
Alert period on 'Edit purchase item'
Behaviour for expired/expiring lots on Site settings
Serial controlled
Serial number missing on return order
Serial number included on return order
Lot+serial controlled
Lot missing, Serial included
Serial missing, Lot included
Lot and serial missing
Lot and serial included
UOM is different to Default stocking UOM of 'Return to' site
UOM tests
Decimal to Decimal
decimal to whole
whole to decimal
whole to whole
Larger number to smaller
Smaller number to larger
conversion factor is too long. Cannot convert.
UOM does not allow decimals
Accounting
Make sure you've set up your ledgers
Check Adjustment , Put away AND disposal transactions
Journal should ALWAYS be posted
Multi-currency
Inter company
Intra company
Consignment
Consigned items should only auto put away to a consigned location
'Bill and replace' requisitions change consigned items to 'owned'
Consigned items should not auto dispose
No accounting on consigned items. Until they are changed to owned.
Routing modifiers
Blank
All users
Current
Source site users
Proposed
Destination site users
BP Steps:
Action
To do
Report
Document review
CRFs
Disposal lines on Inventory return
Create custom report
Create BP notification
Create conditional rule to trigger BP step
Inventory returns not put away
Create BP notification
Create custom report
Create conditional rule to trigger BP step
Toggles
SCMINV-19188 - Auto put away for returns (1st 3 types)
SCMINV-20070- Auto put away for transfers
Transaction flows
Check 'Find inventory transactions'
Check 'Find inventory balance'
Double check. Amount, UOM and stocking location
Stock request issue returns
Task: 'Create stock request'. Type: Issue
Submit, Approve,Pick,Ship
Task: Create inventory return [through UI search or related actions
Find Stock request. Fill information and submit.
Put away
Ad Hoc Returns
Task: Create inventory return
Select 'Ad hoc'. Fill information and submit.
Put Away
Stock request transfer returns
Task: 'Create stock request' Type: Return
Submit, Approve,Pick,Ship
Task: Create inventory return [Through UI or RA]
Adjust inventory for return [Through UI task or inbox task]
Put away
Intercompany
intra-company
Quick issue returns
Task: 'Quick inventory issue'
Task:Create inventory return
Select 'Quick issue'.Fill information and submit.
Put away