1. Lesson 9: Managing Inventory
Lesson 6: Configuring Inventory
Lesson 9: Managing Inventory
Viewing and adjusting the inventory contents of locations in ICBS-R
Configuring a WMS Solution Yantra Company Confidential

2. Lesson 6: Configuring Inventory
Objectives
Lesson 6: Configuring Inventory
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:
Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Configuring a WMS Solution Yantra Company Confidential

3. Inventory Control Features
Lesson 6: Configuring Inventory
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:
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.
Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Configuring a WMS Solution Yantra Company Confidential

4. Viewing Location / Node Level Inventory
Lesson 6: Configuring Inventory
Select the Location Inventory Console from the Inventory Menu
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.
Click View Details to see the Location’s Inventory
Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Configuring a WMS Solution Yantra Company Confidential

5. Location Inventory Details
Copyright 2002 Sterling Commerce, Inc. All rights reserved.

6. Adjusting Location Inventory
Lesson 6: Configuring Inventory
Click ‘Adjust Location Inventory’ from the Inventory Menu
Select Location and Item ID to adjust
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.
Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Configuring a WMS Solution Yantra Company Confidential

7. Copyright 2002 Sterling Commerce, Inc. All rights reserved.
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.
Copyright 2002 Sterling Commerce, Inc. All rights reserved.

8. Lesson 6: Configuring Inventory
Inventory Attributes
Lesson 6: Configuring Inventory
Inventory Attributes specify the characteristics of inventoried units that uniquely define the inventory
Inventory tag attributes for trackable items include:
Manufacturer’s name
Manufacturer’s serial number
Manufacturer’s model
Manufactured date
Date last tested
Owner unit ID #
Notes:
Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Configuring a WMS Solution Yantra Company Confidential

9. Tag Attributes for Trackable Inventory
Required fields for adjusting inventory for trackable items.
Note: Only one trackable item can be adjusted at a time.
Copyright 2002 Sterling Commerce, Inc. All rights reserved.

10. Lesson 6: Configuring Inventory
Unit 9 Summary
Lesson 6: Configuring Inventory
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
Notes:
Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Configuring a WMS Solution Yantra Company Confidential

11. Copyright 2002 Sterling Commerce, Inc. All rights reserved.
Questions
Copyright 2002 Sterling Commerce, Inc. All rights reserved.