Managing Inventory8% of the exam
Inventory locations, product items and transfers
How locations, product items, product requests, product transfers and shipments model where stock sits and how it moves, what marking a transfer received or deleting it does to Quantity on Hand, which product item transactions each action writes, and when to serialize product items.
Given business requirements, justify which define the applicable inventory model.
~8 min read · 10 practice questions ·
What the exam expects
- Model storage places as locations with the right type and the Inventory Location and Mobile Location checkboxes.
- Justify one product item per product per location, and one product item per unit when serial numbers must be tracked.
- Choose between a product request, a product transfer (from a source product item or from a product) and a shipment for a stocking or fulfilment requirement.
- Predict what marking a transfer received, or deleting a received transfer, does to Quantity on Hand and to product item transactions.
- Name the product item transaction type (Replenished, Consumed, Adjusted, Transferred) an action creates.
Key terms:
- Location: a place such as a warehouse, customer site or work vehicle where inventory is stored.
- Product item: a product stored at one location, with its Quantity On Hand.
- Product request: an order for products, divided into product request line items.
- Product transfer: the movement of inventory to a destination location, from a source product item or from a product outside inventory.
- Shipment: product items in transit, with carrier and expected delivery date.
Key facts
Location types
- Detail
- Warehouse (default), Site, Van, Plant
Inventory Location
- Detail
- Lets the location be associated with product items
Mobile Location
- Detail
- Marks a location that can be moved, like a van or tool box
Product at several locations
- Detail
- One product item per location
Serial number on a product item
- Detail
- Quantity On Hand must be 1
Fulfilling a product request
- Detail
- One product transfer per product request line item
Parts from a manufacturer
- Detail
- Enter a product, not a source product item
Mark received
- Detail
- Needs Edit on product items; can't be undone
First stock of a product at a destination
- Detail
- Product item created automatically
Deleting a received transfer
- Detail
- Quantities revert; Adjusted transactions on both product items
Shipment
- Detail
- Carrier, expected delivery date; links to many transfers
Editing Quantity on Hand
- Detail
- Adjusted transaction
Sources for this section (5)
- Why does setting a product request line item to Received not change stock?
- Which location type is the default when an admin creates a location?
- When does a Replenished product item transaction get created?
- Which transaction records the increase at the destination when a transfer is marked received?
- Why does a supplier delivery create only one Transferred transaction?
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