The Inventory functional area is used to manage inventory balances, lot tracing, and inventory movement. The main tasks performed include maintaining the Item Master and importing and/or entering all inventory transactions. The Inventory functional area integrates with the Financial, Fisherman Accounting, Sales and Sales Program functional areas.

Software Version: 2020.11.14 and newer

Key Definitions

This section identifies common terms used throughout this Functional Area. This is not intended to be an alphabetized "Glossary of Terms" but is organized in a logical sequence to group similar terms together. The goal is to ensure we use common language that provides context to baseline NorthScope concepts.

Term	Definition
	Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances.

Master Files

This section identifies each of the the Master Files used in this Functional Area along with an overview for each. Each Master File also has a link(s) to the related Page Help page(s) and all applicable User Guides.

Master File	Parent Folder	Overview




Preferences	Configuration	Preferences are used to set default values, enable features, and/or control system behavior within a Functional Area. Preference Values seldom changed after they are initially set unless an organization changes their operations and/or begins using different NorthScope Features. Key Preferences:

Transactions

This section identifies all the Transactions used in this functional area along with an overview and suggested training outline for each. Each Transaction also has a link(s) to the related Page Help page(s) and all applicable User Guides.

Transaction	Overview & Training Outline	Related User Guides

Routines

This section identifies each of the Routines used throughout this Functional Area, listed by Inquiry Type, with an overview for each.

Routine	Overview	Related Page Help	Related User Guides

Inquiries

An Inquiry is a List View of historical transactional data that is used for ad-hoc analysis. Once a record has been found, users can open it and/or use it to drill down to more details. Inquiries are most commonly used to show the historical data associated with a List View (e.g. Sales Orders, Order Items, AP Invoices, Invoice Lines). Inquiries allow users to manipulate search parameters, sorting, grouping, and column sequence. Inquiries can be exported to Excel. This section identifies each of the Inquiries used throughout this Functional Area, listed by Inquiry Type, with an overview for each.

Inquiry Type	Inquiry Name	Overview

Reports

Reports contain data that has been formatted for a specific purpose. For some reports, users are able to manipulate selection criteria while others print just by selecting records. Users are not able to change the actual layout of the page. This section identifies each of the Reports that are shipped in this Functional Area. Reports are grouped by Report Type and include the Report Name and the Display Name as well as an overview for each report.

Report Group	Launches From	Report Type	Report Display Name	Overview

Configuration Sequence

This section identifies a logical sequence for configuring this Functional Area. This is not intended to be a detailed project plan, but rather a simple guide for what need to be configured.

Seq.	Page	Navigation Path	User Guides	Blocked By	Required	Comment
1.	Attribute Class - Item	Company → Configuration → Attribute Classes			No	At least one should be setup called 'Default' and assigned to all Items
	Attributes - Item Attributes	Company → Setup→ Attributes - Items Add/Edit		Attribute Class - Item	No	Only required if configuring Item Attributes
	Attribute Values - Item	Company → Setup→ Attributes - Items Add/Edit		Attributes - Item Attributes	No	Only required if configuring Item Attributes
2.	Attribute Class - Production Batch Class	Company → Configuration → Attribute Classes			No	Only required if using Production Batch Attributes
	Attributes - Production Batches	Company → Setup→ Attributes - Production Batches Add/Edit		Attribute Class - Production Batch Class	No	Only required if using Production Batch Attributes
	Attribute Values - Production Batches	Company → Setup→ Attributes - Production Batches Add/Edit		Attributes - Production Batches	No	Only required if using Production Batch Attributes
3.	Attribute Class - Quality Test Class	Company → Configuration → Attribute Classes			No	Only required if recording Quality Test Results
	Attributes - Quality Test Class	Company → Setup→ Attributes - Quality Test Add/Edit		Attribute Class - Quality Test Class	No	Only required if recording Quality Test Results
	Attribute Values - Quality Test Class	Company → Setup→ Attributes - Quality Test Add/Edit		Attribute Values - Quality Test Class	No	Only required if recording Quality Test Results
4.	Carriers	Inventory → Setup → Carriers			No	If AP Vendors are configured they can be linked but not required. Used on Inventory Transfers
	Cost Group	Inventory → Costing → Cost Groups			No	Only needed for Costing
	Country of Origin	Inventory → Lot management → Country of Origin			No	Pre-loaded with United States and Canada set as 'Active'
	Freight Terms	Inventory → Setup → Freight Terms			No	Used on Inventory Transfers
	Hold Code	Inventory → Setup → Hold Codes			No
	Lot Certifications	Inventory → Quality→ Lot Certifications	Lot Certifications		No
	Lot Owners	Inventory → Lot Management → Lot Owners			Yes	Pre-loaded with 'Default'
	Pallet Configuration	Inventory → Setup → Pallet Configuration			No
	Reason Codes - Adjustment	Company → Setup → Reason Codes → Type = Adjustment			No
5.	Sites	Inventory → Setup → Sites	Adding Sites		Yes	If AP Vendors are configured they can be linked but not required.
6.	Item Class	Inventory → Configuration → Item Class	Configure Item Class	Cost Group - Not Required Hold Codes - Not Required GL Accounts - If using Sales and/or the General Ledger	Yes	At least one is required.
7.	Units of Measure	Inventory → Setup → Units of Measure - Units of Measure			Yes
7.	UOM Schedules	Inventory → Setup → Units of Measure - UOM Schedules		Units of Measure	Yes
8.	Items	Inventory → Setup → Items	Adding Items	Item Class UOM Schedules Item Attribute Class - Not Required Quality Test Class - Not Required Production Batch Class - Not Required Pallet Configuration - Not Required Cost Group - Not Required Hold Codes - Not Required GL Accounts - If using Sales and/or the General Ledger Certifications - Not Required	Yes
9.	Price List	Inventory → Setup → Price Lists	Creating Transfer Price Lists	Items
10.	Planning Items	Inventory → Manufacturing → Planning Items			No	Only needed if using Bill of Materials
10.	Bill of Materials	Inventory → Manufacturing → Bill of Materials		BOM Class, Units of Measure Sites, Items	No	Only needed if using Bill of Materials
11.	Transaction Class	Inventory → Configuration → Transaction Class	Creating Transaction Class		Yes	At least one 'Default' Transaction Class must be configured for each Transaction Type
12.	Preferences	Inventory → Configuration → Preferences			Yes

Inventory: Training Guide