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Object documentationGeneral Settings: Inventory Tab

 

On this tab, you make settings that are related to items, planning, and reporting.

  • Items

    Use this subtab to define:

    • The management method for serial numbers and batches

    • The default warehouse

    • The inventory G/L method

  • Planning

    Use this subtab to enter MRP-related information. You can define whether sales orders consume the sales forecast, or are added to the sales forecast. These settings are updated immediately, per company, for all users.

Items Subtab
Management Method

Choose the required method for assigning serial and batch-managed numbers to items:

  • On Every Transaction – you are required to assign serial or batch numbers for every inventory transaction.

  • On Release Only – you are required to assign serial or batch numbers for inventory release transactions only. It is optional for other transactions.

When modified, this setting is updated immediately per company, for all users.
Issue Primarily By

Note Note

The field is available only if you have enabled bin locations for at least one warehouse.

End of the note.

Specify whether you want to pick the serial or batch items for issuing according to their bin locations or their serial or batch information.

For more information, see Allocating Serial or Batch Items from Bin Locations.

The option you select here will be the default value of the Issue Primarily By field in the Item Master Data window.
Automatic Serial Number Creation on Receipt

This box is displayed only when the management method selected is On Release Only.

When you select this checkbox, SAP Business One does the following:

  • Creates unique sequential serial numbers in the System Number field, with no user intervention.

  • Leaves the Serial Number field blank, so that you can select serial numbers during sales transactions, and then update them later in the Serial Numbers Management – Update window.

This option is useful for the following users:

  • Users who receive a large number of documents with serial number management items, and who do not wish to specify serial numbers when generating documents.

  • Users who are interested in sequential numbering only, and not in specific serial numbers for items.
Unique Serial Numbers by

It is possible to use one of the following field values as a unique serial number for managing an item:

  • None - no unique number is managed and you can update all the fields, for example, lot number or serial number. You can use serial numbers or manufacturer serial numbers or lot numbers but they do not have to be unique. You can use the same serial number more than once for the same item (as the serial number is not defined as a unique field).

    Note Note

    Unique fields are colored in blue.

    End of the note.

  • Mfr. Serial No. - the manufacturer serial number is unique and you cannot update it. You can update all the other non unique fields.

  • Serial Number - the serial number is unique and you cannot update it. You can update all the other non unique fields.

  • Lot Number - the lot number is unique and you cannot update it. You can update all the other non unique fields.

When modified, this setting is updated immediately per company, for all users.

In addition to all these options, SAP Business One manages a unique internal number in the System Number field that cannot be changed.

You can assign the same serial number to different items as the validation for uniqueness is done using the item code and serial number and not just the serial number. However, you cannot use the same serial number for the same item (if the serial number is defined as a unique field).

If you select an option, this number is unique and cannot be changed in the Serial Number Details window; however; it can be changed in the Serial Number Management - Update window.

A company can use more than one number type for the same item but only one of them is unique.

Note Note

When you define this parameter, SAP Business One checks all the serial numbers in the system to locate duplicates of the designated unique number. If it finds any duplicate numbers in the system, you cannot change this parameter until you remove those numbers.

End of the note.

The option that you select depends on the working procedures in the company.

Example Example

If your company manufactures an item, you can assign it a unique serial number.

If your company purchases items from a vendor, you can use this option to manage these items and assign them your own serial numbers (to identify the item when you are dealing with a customer). In addition, you can use the manufacturer serial number, which is the serial number assigned by the manufacturer (to identify the item when you are dealing with a vendor).

Alternatively, you can define the manufacturer serial number as unique, if you use the same serial number that was assigned by the manufacturer. In this case you define the manufacturer serial number as the unique field.

End of the example.
Auto Create Customer Equipment Card

Enables you to automatically create customer equipment cards when you add delivery or A/R invoices that include serial numbers.

When modified, this setting is updated immediately per company, for all users.
Basic Setting for Batch Status

You use the status mainly to distinguish between Locked and Not Accessible batches in reports. Choose an option to define the default status for item batches:

  • Released – you can perform transactions on a batch.

  • Not Accessible – you cannot release a batch in sales documents or in A/P credit memos because the status defines batches in the middle of a production process or a quality check. However, you can release a batch in inventory transfer documents.

  • Locked – you can release the batch in inventory documents only, for example, inventory transfers or goods issue documents.

When modified, this setting is updated immediately per company, for all users.

Note Note

If the batch is Not Accessible or Locked, SAP Business One neither prevents you from working with the batch, nor displays a warning. Therefore, the status is informative only.

End of the note.
Default Warehouse

Choose a default warehouse for new item records.

When modified, this setting is updated immediately per company, for all users.
Set G/L Accounts by

Choose one of the following to define whether you relate G/L accounts to items by:

  • Warehouse

  • Item Group

  • Item Level

When modified, this setting is updated immediately per company, for all users.
Auto. Add All Warehouses to New Items

Select if you want to add all warehouses each time you create a new item, or to automatically add a new warehouse to existing items.

When modified, this setting is updated immediately per company, for all users.
Auto. Add All UoM Group Definitions to New and Existing Items

Select this checkbox if you want to add all UoM (Unit of Measurement) group definitions each time you create a new item, or to automatically add a new UoM group definition to existing items.

This checkbox is selected by default.
Auto. Add All Package Definitions to New and Existing Items

Select this checkbox if you want to add all package definitions each time you create a new item, or to automatically add a new package definition to existing items.

This checkbox is selected by default.
Planning Subtab
Consume Forecast

Subtracts the sales order from the Forecast quantity. The checkbox defines the default value for the sales order lines. The MRP run checks consumption in the order lines only.

When modified, this setting is updated immediately per company for all users.
Consumption Method

Choose how forecast consumption is performed:

  • Backward-Forward

  • Forward-Backward

When modified, this setting is updated immediately per company, for all users.
Days Backward

Enter the number of days to search back for a forecast to consume.

When modified, this setting is updated immediately per company, for all users.
Days Forward

Enter the number of days to search forward for a forecast to consume.

When modified, this setting is updated immediately per company, for all users.

More Information

General Settings