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Supply Chain Management

 

📦 Supply Chain Management Module

🔵 A) Inventory Master & Setup

1️⃣ Item Master
2️⃣ Item Categories
3️⃣ Item Attributes
4️⃣ Units of Measure
5️⃣ Base Unit of Measure
6️⃣ Locations
7️⃣ Warehouses
8️⃣ Stockkeeping Units (SKU)
9️⃣ Inventory Setup
🔟 Inventory Posting Setup
1️⃣1️⃣ Purchase Posting Policy
1️⃣2️⃣ Sales & Inventory Integration
1️⃣3️⃣ Item Substitutions
1️⃣4️⃣ Non-Inventory Items
1️⃣5️⃣ Catalog Items

🟢 B) Inventory Control & Tracking

1️⃣6️⃣ Item Tracking (Lot No. / Serial No.)
1️⃣7️⃣ Reservation
1️⃣8️⃣ Order Tracking
1️⃣9️⃣ Item Reclassification
2️⃣0️⃣ Availability Check
2️⃣1️⃣ Stockout Warning
2️⃣2️⃣ Safety Stock
2️⃣3️⃣ Lead Time Calculation

🟡 C) Procurement Management

2️⃣4️⃣ Vendor Management
2️⃣5️⃣ Purchase Quotes
2️⃣6️⃣ Purchase Order Management
2️⃣7️⃣ Blanket Purchase Orders
2️⃣8️⃣ Purchase Invoices
2️⃣9️⃣ Purchase Return Orders
3️⃣0️⃣ Drop Shipment (Purchase Side)
3️⃣1️⃣ Item Charges

🟣 D) Inventory Costing & Valuation

3️⃣2️⃣ Costing Methods

  • FIFO

  • LIFO

  • Average

  • Specific

  • Standard

3️⃣3️⃣ Adjust Cost – Item Entries
3️⃣4️⃣ Inventory Valuation
3️⃣5️⃣ Revaluation Journal
3️⃣6️⃣ Expected Cost Posting
3️⃣7️⃣ Automatic Cost Posting

🟠 E) Warehouse Management

3️⃣8️⃣ Warehouse Setup
3️⃣9️⃣ Directed Put-away & Pick
4️⃣0️⃣ Bin Management
4️⃣1️⃣ Put-away Document
4️⃣2️⃣ Pick Document
4️⃣3️⃣ Movement Document
4️⃣4️⃣ Internal Pick & Put-away
4️⃣5️⃣ Warehouse Receipts
4️⃣6️⃣ Warehouse Shipments
4️⃣7️⃣ Cycle Counting
4️⃣8️⃣ Physical Inventory Order

🔴 F) Planning & Replenishment

4️⃣9️⃣ Reordering Policies
5️⃣0️⃣ Planning Worksheet
5️⃣1️⃣ Requisition Worksheet
5️⃣2️⃣ Demand Forecasting
5️⃣3️⃣ Order Promising (ATP)
5️⃣4️⃣ MRP / MPS Integration
5️⃣5️⃣ Safety Stock Calculation
5️⃣6️⃣ Lead Time Offset

🟤 G) Internal Movements

5️⃣7️⃣ Transfer Orders
5️⃣8️⃣ In-Transit Location
5️⃣9️⃣ Shipment & Receipt Process
6️⃣0️⃣ Transfer Routes

⚫ H) Assembly & Light Manufacturing

6️⃣1️⃣ Assembly Management
6️⃣2️⃣ Assembly BOM
6️⃣3️⃣ Assembly Orders
6️⃣4️⃣ Assemble-to-Stock
6️⃣5️⃣ Assemble-to-Order



✅ SIMPLE EXPLANATION (SECTION-WISE)

🔵 A) Inventory Master & Setup

This is foundation.

• Item Master → Stores item details
• SKU → Item + Location combination
• Posting Setup → Controls G/L entries
• Purchase Posting Policy → Controls over-receipt rules
• Substitutions → Replace unavailable item

Without this setup, inventory will not post correctly.

🟢 B) Inventory Control & Tracking

Controls stock accuracy.

• Lot / Serial → Track batch or unique item
• Reservation → Block quantity for order
• Safety Stock → Minimum stock level
• Lead Time → Days required to receive item
• Stockout Warning → Alerts when insufficient stock

Very important for planning accuracy.

🟡 C) Procurement

Purchase flow:

Purchase Quote
↓
Purchase Order
↓
Receive
↓
Invoice

Vendor Management controls:

  • Vendor posting group

  • Payment terms

  • Lead time

Item Charges allow:
Freight, customs, additional cost allocation.

🟣 D) Inventory Costing

Every item movement creates:

• Item Ledger Entry
• Value Entry
• G/L Entry

Costing Method defines how cost is calculated.

Adjust Cost – Item Entries ensures:
Actual cost = Correct financial value.

Inventory Valuation shows:
Stock value at any date.

🟠 E) Warehouse Management

Used in advanced warehouse setup.

Basic Location → Simple inventory
Directed Put-away & Pick → Advanced warehouse

Warehouse documents:
• Put-away → Move to bin
• Pick → Pick for shipment
• Movement → Internal bin transfer

Cycle Counting:
Partial stock verification.

Physical Inventory:
Full stock verification.

🔴 F) Planning & Replenishment

System checks:

• Sales demand
• Inventory level
• Safety stock
• Lead time

Planning Worksheet suggests:

  • Create Purchase Order

  • Create Production Order

ATP (Available to Promise):
Tells when item can be delivered.

🟤 G) Transfer Orders

Used when moving stock between locations.

Process:

Transfer Order
↓
Shipment (Inventory goes to In-Transit)
↓
Receipt (Inventory reaches new location)

⚫ H) Assembly

Used for light manufacturing.

Assembly Order:
Consumes components
Produces finished item

Simpler than full manufacturing module.

🔥 COMPLETE SUPPLY CHAIN FLOW

Vendor → Purchase → Receive → Store → Reserve → Sell → Ship → Invoice → Adjust Cost → Value Inventory → Plan Replenishment

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