This article describes how you can use inventory statuses to categorize and keep track of inventory.
Set up and use inventory statuses
You can use inventory statuses to categorize inventory. You can then initiate appropriate actions, such as replenishment or put-away work.
Here are some examples of ways that you can use inventory statuses:
- Create inventory statuses for on-hand inventory, inbound transactions, and outbound transactions.
- Specify a default inventory status for warehouse transactions.
- Change an inventory status for items before arrival, during arrival, or when the items are put away during inventory movement.
- Use an inventory status to price items that are returned and to plan item coverage during master planning.
An inventory status is one of the dimensions in the storage dimension group. Inventory statuses can be categorized as available or unavailable, and you can use the Inventory blocking parameter to block items that have an unavailable inventory status. Items that have a blocked status are considered physical inventory, and they can't be used on a production order, sales order, transfer order, or outbound transaction.
You can use warehouse items that have either available or unavailable inventory statuses for inbound work. For example, you create an available status that is named Ready, an unavailable status that is named Damaged, and a blocked status that is named Blocked. When you create a purchase order for received or returned items, if any items are damaged or broken, you can change the inventory status of those items to Damaged on the purchase order line. After these items are received, the status is automatically set to Blocked. If you scan the damaged items by using a mobile device, Supply Chain Management can use location directives and work templates to show information about an appropriate location or range of locations where you can put away those items. For returned items, an issue type of Reservation is created on the Inventory transactions page.
You can specify which inventory statuses are blocking statuses by using the Inventory blocking check boxes on the Inventory statuses page. You can't use inventory statuses as blocking statuses for sales orders, transfer orders or project integrations.
For outbound work, you can use different non-blocking inventory statuses to control which inventory to reserve against. If you have items that have a status of Blocking, and master planning is run on these items, the items are considered missing, and inventory is automatically replenished. Furthermore, for quality orders associated with outbound work, it isn't possible to update the Inventory status as part of the quality order validation.
You can't change the status of inventory at locations where open work exists. For example, if you did a purchase receive for an item, but didn't do the putaway step, then open work would exist for the receiving location and you would get an error if you tried to change the status of inventory at that location. Completing or cancelling the related work would allow you to change the status.
Usually, the status of on-hand inventory related to open warehouse work is only changed by workers using the Warehouse Management mobile app, for example while executing a movement process.
After you set up inventory statuses, you can set the default inventory status for a site, item, and warehouse. You can also set a default status for sales, transfer, and purchase orders. The default status for sales orders and outbound transfer order can't have the Inventory blocking option set to Yes. The inventory status that is inherited from the default settings on a site, warehouse, item, purchase order, transfer order or sales order can be changed by using the mobile device, or on the purchase order, sales order, or transfer order line.
To plan coverage for items that have an available inventory status, select the Coverage plan by dimension option for a storage dimension on the Storage dimension groups page. When you open the Item Coverage wizard, items that have an available status appear on the Status page. To create coverage settings for these items, select the inventory status ID for the available inventory statuses. Based on the coverage settings, you can calculate the item requirements and forecast the supply and demand of available items during master planning. You can't create an item coverage setup that has a blocked inventory status. Alternatively, use the Item coverage page to create or modify the item coverage parameters.
Change inventory statuses
You can change inventory statuses either by using the On-hand by location page or by using the Inventory status change periodic task.
- When using the Inventory status change periodic task, you can select which records to include and set the task to run in the batch at the desired interval.
- To change inventory status as an ad-hoc process, go to On-hand by location page, select the relevant records, and then select the Inventory status change button.
The Change the inventory status of items controlled by tracking dimensions feature allows you to change the inventory status of items controlled by tracking dimensions, including the ability to update only selected records. As of Supply Chain Management 10.0.25, this feature is mandatory and can't be turned off. If you're running a version older than 10.0.25, then admins can turn this functionality on or off by searching for the Change the inventory status of items controlled by tracking dimensions feature in the Feature management workspace. If the feature is enabled, you'll be able to do the following:
- On the On-hand by location page, you can group lines based on shown dimensions using the Display dimensions button and change the status for the selected lines.
- On the On-hand by location page, you can select multiple records and then use the Inventory status change button to change all of them at once.
- On the Inventory status change periodic task you will be able to filter by tracking dimensions.
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