AIM

BR.100AIC OPM INVENTORY

APPLICATION SETUP
<Company Long Name>
<Subject>

Author: <Author>
Creation Date: July 8, 1999
Last Updated: July 26, 1999
Document Ref: <Document Reference Number>
Version: DRAFT 1A

Approvals:

<Approver 1>

<Approver 2>
BR.100Aic OPM Inventory Application Setup Doc Ref: <Document Reference Number>
July 26, 1999

Document Control

Change Record
5

Date Author Version Change Reference

8-Jul-99 <Author> Draft 1a No Previous Document

Reviewers

Name Position

Distribution

Copy No. Name Location

1
Library Master Project Library
2 Project Manager
3
4

Note To Holders:

If you receive an electronic copy of this document and print it out, please write your
name on the equivalent of the cover page, for document control purposes.

If you receive a hard copy of this document, please write your name on the front
cover, for document control purposes.

<Subject> IC: Set Up Item Planning Class 20 of 39

File Ref: 417882067.doc (v. DRAFT 1A )
Company Confidential - For internal use only
BR.100Aic OPM Inventory Application Setup Doc Ref: <Document Reference Number>
July 26, 1999

Contents

Document Control.....................................................................................................................

Application Set Up Control Sheet - Common Set Up Forms.............................................

IC: Set Up Inventory Calendar................................................................................................

IC: Set Up Item Master..............................................................................................................

IC: Set Up Item/Lot Conversion.............................................................................................

IC: Set Up Warehouse...............................................................................................................

IC: Set Up Warehouse Location...............................................................................................

IC: Set Up Lot and Sublot.........................................................................................................

IC: Set Up Lot Status.................................................................................................................

IC: Set Up Commodity Code...................................................................................................

IC: Set Up Allocation Class......................................................................................................

IC: Set Up Lot Allocation Parameter......................................................................................

IC: Set Up Inventory Types.....................................................................................................

IC: Set Up General Ledger Class.............................................................................................

IC: Set Up Inventory Class.......................................................................................................

IC: Set Up Item Cost Class.......................................................................................................

IC: Set Up Item Customs Class................................................................................................

IC: Set Up Item Freight Class...................................................................................................

IC: Set Up Item Planning Class................................................................................................

IC: Set Up Item Price Class.......................................................................................................

IC: Set Up Item Purchasing Class............................................................................................

IC: Set Up Item Sales Class.......................................................................................................

<Subject> IC: Set Up Item Planning Class 20 of 39

File Ref: 417882067.doc (v. DRAFT 1A )
Company Confidential - For internal use only
BR.100Aic OPM Inventory Application Setup Doc Ref: <Document Reference Number>
July 26, 1999
IC: Set Up Item Shipping Class................................................................................................

IC: Set Up Item Storage Class..................................................................................................

IC: Set Up Item Tax Class Association...................................................................................

IC: Set Up Production Rules....................................................................................................

IC: Set Up Warehouse Rules....................................................................................................

IC: Set Up Warehouse Transfer Rules....................................................................................

IC: Set Up ABC Rank (optional)..............................................................................................

IC: Set Up Control Groups.......................................................................................................

IC: Set Up Count Classes..........................................................................................................

IC: Set Up Address Detail........................................................................................................

IC: Set Up EC Country Codes..................................................................................................

IC: Set Up EC Region Codes....................................................................................................

IC: Set Up EC Terms of Delivery............................................................................................

IC: Set Up Supplemental Details.............................................................................................

Open and Closed Issues for this Deliverable........................................................................

Open Issues..........................................................................................................................
Closed Issues.......................................................................................................................

<Subject> IC: Set Up Item Planning Class 20 of 39

File Ref: 417882067.doc (v. DRAFT 1A )
Company Confidential - For internal use only
Application Set Up Control Sheet - Common Set Up Forms
Environment Name: Machine: Type (definition, execution, both):

Inventory Setup Responsibility Due Date QA Responsibility QA Due Date Signature Approval

Set Up Inventory Calendar

Set Up Item Master

Set Up Item/Lot Conversion

Set Up Warehouses

Set Up Warehouse Locations

Set Up Lots & Sublots

Set Up Commodity Code

Set Up Allocation Class

Set Up Lot Allocation Parameters

Set Up Inventory Types

Set Up General Ledger Class

Set Up Item Cost Class

Set Up Item Custom Class

Set Up Item Freight Class

Set Up Item Planning Class

Set Up Item Price Class

Set Up Item Purchasing Class

Set Up Item Sales Class

Set Up Item Shipping Class

Inventory Setup Responsibility Due Date QA Responsibility QA Due Date Signature Approval

Set Up Item Storage Class

Set Up Item Tax Class Association

Set Up Production Rules

Set Up Warehouse Rules

Set Up Warehouse Transfer Rules

Set Up ABC Rank

Set Up Control Groups

Set Up Count Classes

Set Up Address Detail

Set Up EC Country Codes

Set Up EC Region Codes

Set Up EC Terms of Delivery

Set Up Supplemental Details

IC: Set Up Inventory Calendar

Navigation Path (OPM Inventory:OPM Inventory Control:Inventory Setup:Inventory Calendar)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to Enter the Inventory Calendar.

<Inventory Calendar - Header>

Use this region to enter the Header information for the Inventory Planning Calendar
Company

Fiscal Year

Calendar Description

Start Date

Status (Display Only)

<Inventory Calendar - Detail>

Use this region to review the detail information for the Inventory Planning Calendar and establish and end date and
description for a period.
Period Start Date End Date Status Description
(Auto- Generated) (Auto- Generated) (Display Only)
IC: Set Up Item Master

Navigation Path (OPM Inventory:OPM Inventory Control:Inventory Setup:Item Master)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to enter Inventory Items.

<Inventory Items>
Use this region to review and enter the Item basic Item information.
Item -> Controls Classes
Description Non- Yes/No Sales
Inventory

Comment Location GL

Alternate Item A Lot Yes/No Ship

Alternate Item B Indivisible Yes/No Freight

Warehouse Item Sublot Yes/No Price

Inactive Grade Cost

Experimental Default Storage

Unit of Measure Status Non-Status With No Inventory

Data Inventory Inventory

Dual Control Default Purchase

UOM Matching Inv/PO/Rec No Matching Invoice/PO Allocation

pt

Deviation Factor + Customs

Deviation Factor - Planning

Codes Sequence

Type Cost Ref

ABC Rank

Commodity Code

<Quality Control> - [Special menu]:QC Additional Info

Use this region to enter quality control information.
Retest Interval Shelf Life Hold Reason Expiration Interval Action Reference Item
IC: Set Up Item/Lot Conversion

Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Item/Lot Conversion)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to Enter Conversion Rates for Specific Item/Lot/Sublots.

<Item Lot/Sublot Conversion Rates>

Item Inv UOM Type Lot Sublot Conversion UOM Type Conversion Conversion Factor
From To
(Display Only)
IC: Set Up Warehouse

Navigation Path (OPM Inventory:OPM Inventory Control: Setup:Warehouse)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Item Priority(H, M, L): Process Owner:
<Priority (H,M,L)> <Process Owner>
Description: Use this form to enter Warehouses.

<Warehouses>
Use this region to review and enter Warehouses and associated information.
Warehous Description Organizatio Region Whse Tax Loc Lctn Consign Contact Phone Ship Recv Ingred Product
e n Code Class Code Ctl Ind Stage Stage Stage Stage
IC: Set Up Warehouse Location

Navigation Path (OPM Inventory:OPM Inventory Control: Setup:Location)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to enter Warehouse Locations.

<Warehouse Locations>
Use this region to review and enter Warehouse Locations and associated information.
Warehouse Location Description Capacity Quantity Capacity UOM
IC: Set Up Lot and Sublot

Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Lot/Sublot)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to Enter Lots and Sublots.

<Lots and Sublots>

Use this region to review and establish Lots and Sublots for Items.
Vendor Information Characteristics Quality Control

Item Lot Sublot Description Vendor Name Lot Strength Origination Creation Retest Expire Active Grade Action Action
Number Date Date Date Y/N Date Code
IC: Set Up Lot Status

Navigation Path (OPM Inventory:OPM Inventory Control: Setup:Lot Status)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to Enter Lot Statuses.

<Lot Statuses>
Use this region to review and enter Lot Status and their descriptions
Lot Status

Description

Hold Reason

Use this region to associated planning codes to Lot Status.

Nettable Yes/No Order Proc Yes/No Production Yes/No Shipping Yes/No Rejected Yes/No
IC: Set Up Commodity Code

Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Commodity Code)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to Enter Commodity Codes.

<Commodity Code>
Use this region to review and enter Commodity Codes and Description of Commodity Codes
Code Commodity Code Description
IC: Set Up Allocation Class

Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Allocation Setup:Class)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to Enter Allocation Classes.

<Allocation Classes>
Use this region to review and enter Allocation Classes and Description of Allocation Classes
Class Description
IC: Set Up Lot Allocation Parameter

Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Allocation Setup:Parameters)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to Enter Lot Allocation Parameters.

<Lot Allocation Parameters>

Use this region to review and establish Lot Allocation Parameters for Allocation Classes and Warehouse combinations.
Allocation Parameters

Allocation Class Warehouse Method: Type: Shelf Days Horizon Lot Quantity:
FIFO/FEFO User/Automatic Single/Multiple
IC: Set Up Inventory Types

Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Inventory Types)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to Enter Inventory Types.

<Inventory Types>
Use this region to review and enter Inventory Types and Description of Inventory Type
Type Description
IC: Set Up General Ledger Class

Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:General Ledger)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to Enter General Ledger Classes.

<General Ledger Classes>

Use this region to review and enter General Ledger Classes and Description of General Ledger Classes
Class Description
IC: Set Up Inventory Class

Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Inventory)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to Enter Inventory Classes.

<Inventory Classes>
Use this region to review and enter Inventory Classes and Description of Inventory Classes
Class Description
IC: Set Up Item Cost Class

Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Cost)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to Enter Item Cost Classes.

<Item Cost Classes>

Use this region to review and enter Item Cost Classes and Description of Item Cost Classes
Class Description
IC: Set Up Item Customs Class

Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Custom)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to Enter Item Customs Classes.

<Item Customs Classes>

Use this region to review and enter Item Custom Classes and Description of Item Custom Classes.
Class Description
IC: Set Up Item Freight Class

Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Freight)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to Enter Item Freight Classes.

<Item Freight Classes>

Use this region to review and enter Item Freight Classes and Description of Item Freight Classes
Class Description
IC: Set Up Item Planning Class

Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Planning)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to Enter Planning Classes.

<Item Planning Classes>

Use this region to review and enter Item Planning Classes and Description of Item Planning Classes.
Class Description
IC: Set Up Item Price Class

Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Price)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to Enter Item Price Classes.

<Item Price Classes>

Use this region to review and enter Item Price Classes and Description of Item Price Classes.
Class Description
IC: Set Up Item Purchasing Class

Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Purchasing)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to Enter Purchasing Classes.

<Item Purchasing Classes>

Use this region to review and enter Item Purchasing Classes and Description of Item Purchasing Classes.
Class Description
IC: Set Up Item Sales Class

Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Sales)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to Enter Item Sales Classes.

<Item Sales Classes>

Use this region to review and enter Item Sales Classes and Description of Item Sales Classes
Class Description
IC: Set Up Item Shipping Class

Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Item Shipping)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to Enter Item Shipping Classes.

<Item Shipping Classes>

Use this region to review and enter Item Shipping Classes and Description of Item Shipping Classes
Class Description
IC: Set Up Item Storage Class

Navigation Path (OPM Inventory :OPM Inventory Control:Classes/Types:Item Storage)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to Enter Item Storage Classes.

<Item Storage Classes>

Use this region to review and enter Item Storage Classes and Description of Item Storage Classes
Class Description
IC: Set Up Item Tax Class Association

Navigation Path (OPM Inventory:OPM Inventory Control:Classes/Types:Tax Association)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to Enter Item Tax Class Associations.

<Item Tax Class Association>

Use this region to review and enter Item Tax Class Associations and Description of Item Tax Class Associations
Item Tax Class

Description

Use this region to add and review the Items Associated with the specific Item Tax Class Association above.
Item Description
IC: Set Up Production Rules

Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Reorder Rules:Production)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to Enter Production Rules.

<Production Rules>
Use this region to review and establish Production Rules for Items.
Reorder Quantity Lead Time Period Lead Time
Rules

Item Organization L/L, Man, Min Max Std Resched Fixed Variable Contiguous Inner Fence Outer Fence
EOQ Qty Qty Qty Period LT LT Non-Contiguous
IC: Set Up Warehouse Rules

Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Reorder Rules:Warehouse)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to enter Warehouse Rules.

<Warehouse Rules>
Use this region to review and establish Warehouse and Warehouse Rules for Items.
Purchasing Rules Sources Physical Classes Inventory Classes

Item Whse Safet Reorder Days Type Min Max Std Resched Fixed Var LT Inner Outer Purchase ABC Coun Count GL Shi Freight
y Point Supply L, M, Qty Qty Qty Period LT Fence Fence /Produce/ Rank t Date p
Stock E Transfer
IC: Set Up Warehouse Transfer Rules

Navigation Path (OPM Inventory:OPM Inventory Control:Setup:Reorder Rules:Warehouse Transfer)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to enter Warehouse Transfer Rules.

<Warehouse Transfer Rules>

Use this region to review and establish Warehouse Transfer Rules for Items.
Time Period (Days) Transfer Quantity Reorder Transfer
Rule Type

Source Target Item Fixed Variable Inner Outer Min Max Std L/L, Man, Full, Full- Preference
Warehouse Warehouse LT LT Fence Fence Qty Qty Qty EOQ Force, Part.
IC: Set Up ABC Rank (optional)

Navigation Path (OPM Inventory:OPM Physical Inventory:Setup:ABC Rank)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to enter ABC Ranking Codes.

<ABC Rank>
Use this region to add and review ABC Rank Codes by warehouse and their corresponding planning factors.
Warehous ABC Description Count Unit Percent Unit Percent Currency Value Currency Value Accept Count
e Rank Interval Warning Level Rejection Level Warning Level Rejection Level
IC: Set Up Control Groups

Navigation Path (OPM Inventory:OPM Physical Inventory:Setup:Control Groups)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to enter Control Groups.

<Control Group>
Use this region to add and review Control Groups by warehouse.
Warehouse Item Description Interval
IC: Set Up Count Classes

Navigation Path (OPM Inventory:OPM Physical Inventory:Setup:Count Classes)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to enter Count Classes.

<Count Classes>
Use this region to add Count Classes.
Class Description Zero (Include / Exclude) Negative (Include / Exclude)
IC: Set Up Address Detail

Navigation Path (OPM Inventory:OPM OPM EC Interstat:Setup:Address Details)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to Enter Address Details.

<Address Details>
Use this region to review and enter Address Details
Ship Customer

Ship Vendor

Warehouse

Registration Number

Branch

Delivery Terms

MOT Code

EC Country Code

Region Code

Port Code
IC: Set Up EC Country Codes

Navigation Path (OPM Inventory: OPM OPM EC Interstat:Setup:Country Codes)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to enter Country Codes.

<Country Codes>
Use this region to add Country Codes and Names.
Country Code Country Name EC Member (Yes / No)
IC: Set Up EC Region Codes

Navigation Path (OPM Inventory: OPM OPM EC Interstat:Setup:Region Codes)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to enter Region Codes.

<Region Codes>
Use this region to add Region Codes and Descriptions.
Region Code Description
IC: Set Up EC Terms of Delivery

Navigation Path (OPM Inventory: OPM OPM EC Interstat:Setup:Terms of Delivery)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to enter Terms of Delivery.

<Terms of Delivery>
Use this region to add Terms of Delivery and Description.
Delivery Code Description EC Member (Yes / No)
IC: Set Up Supplemental Details

Navigation Path (OPM Inventory: OPM OPM EC Interstat:Setup:Supplemental Details)

<Company Short Name> Process: Business Area: Date:
Inventory <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H,M,L)> <Process Owner>
Description: Use this form to enter Supplemental Details.

<Supplemental Details>
Use this region to add Supplemental Details.
Item For Processing / Repair (Yes /No) Country of Origin Supplemental Unit of Measure
Open and Closed Issues for this Deliverable

Open Issues
ID Issue Resolution Responsibility Target Date Impact Date

Closed Issues
ID Issue Resolution Responsibility Target Date Impact Date