User's Guide - PR
Content
Overview
This guide contains the information required to use VIENNA Advantage Procurement Module.
Intended Audience
This document is intended to provide information to end-users on how to use the VIENNA Advantage procurement module.
Defining Warehouse & Locators
Defining a Warehouse is the process of defining and organizing the physical locations used to store inventory and the logistic processes used to replenish that inventory. In VIENNA Advantage, the user can define multiple warehouses for the respective Organization. (To know more about Organizations - See How to Setup Organization Guide).
Locators are specified locations within the warehouse where the actual product is stored. Each warehouse must have at least one locator, but a warehouse can have more than one locator; Some examples of locators are Receiving Locator, Storage Locator, Shipping Locator, etc.
How to Setup Warehouse
Use the Warehouse Structure screen to define a new warehouse in the system.
Go to Menu > Material Management > Storage Setup> Warehouse Structure
Or search for ‘Warehouse Structure’ in the search utility available in the menu.
The following screen appears once the system opens the Warehouse Structure screen:
The user clicks on the 'New Record' icon to create a new warehouse in the system.
All the fields highlighted in asterisk (*) are to be mandatorily filled to create Warehouse.
Tenant: The Tenant is automatically filled by the system.
Organization*: Select the Organization from the dropdown field.
Name*: Enter the Name of the respective warehouse.
Warehouse Code: Enter the code for the respective warehouse (This code cloud be a shortcode for this warehouse) if left blank then the system will auto-assign a numeric code to the respective warehouse.
Description: Add a short description of the respective Warehouse.
Address*: Enter the Physical Location/Address of the Warehouse.
Element Separator*: Enter the element separator to delimiter the structure of the warehouse and locators (For example: )
Do Not Allow Negative Inventory: Select this option to make the warehouse do not allow negative stock transactions for the respective warehouse.
Drop Shipment: Select this option to make this warehouse to be used for Drop shipments.
Allow Blanket Order: Select this option if the user needs to record Blanket Orders in this warehouse.
Requisition Fulfillment Rule: Select the rule to fulfill the requisition from the respective warehouse such as “Full” or “Partial”. (For Example: )
Source Warehouse: Select the source warehouse from the drop-down list, the selected warehouse will be used to full the replenishment for this warehouse.
How to Setup Locators
Locators are specified locations within the warehouse where the actual product is stored.
To define a Locator of the respective warehouse, fill in the information in the Locator tab.
The following screen appears once the user navigates to Locator Tab:
The user clicks on the 'New Record' icon to create a new locator within a respective warehouse.
All the fields highlighted in asterisk (*) are to be mandatorily filled to create Warehouse.
Tenant: The Tenant is automatically filled by the system.
Organization: The Organization is automatically filled based on the warehouse, as the Locator belongs to a specific Warehouse and will inherit the organization from the parent record i.e. warehouse.
Locator Name*: Enter the name of the respective locator.
Locator Code: Enter the code for the respective locator (This code cloud be a shortcode for this warehouse) if left blank then the system will auto-assign a numeric code to the respective warehouse.
Relative Priority: Add a short description of the respective Warehouse.
Aisle: Enter the Aisle position of this locator.
Bay: Enter the Bay position of this locator.
Row: Enter the Row position of this locator.
Defining Suppliers
In VIENNA Advantage, Suppliers or Vendors are also referred to as ‘Business Partners’ the concept of the Business Partner is much more flexible than in most applications since a Business Partner can be a Vendor, a Customer, or an Employee, or any combination of the three.
A business partner is an entity with which you do business. There are three different types of Business Partners: Vendors, Customers, and Employees. Here we will talk about Vendors or Suppliers from whom a business buys goods or services.
Defining Products & Services