Fusion Inventory Process

- Quick Reference guide

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Prepared By: Aberna/GD India
Aberna Devi
01-October-2015
 Fusion Inventory Process Quick Reference guide

Table of Contents

1. Managing Inventory Quantity 3

2. Inventory Transactions 5
2.1. Miscellaneous Transactions 5
2.2. Subinventory Transfer 7
2.3. Interorganization Transfer 8
2.4. Manage Reservations and Picks 9
2.5. Manage Movement Requests 10
2.6. Manage Pending Transactions 11
2.7. Review Completed Transactions 12
2.8. Manage Reservation Interface 13
2.9. Manage Lots 13
2.10. Manage Serial Numbers 14
2.11. Confirm Pick Slips 15
3. Consigned Inventory 16
3.1. Manage Consigned Inventory Aging 21
3.2. Review Consumption Advice Exception 22
3.3. Create Transfer to Owned Transaction 22
3.4. Create Transfer to Consigned Transaction 22

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 Fusion Inventory Process Quick Reference guide

1. Managing Inventory Quantity

To view the current on-quantity of the inventory.
Login into the Fusion Application, Select Inventory from the Navigation icon.
Select the Organization from the drop down. All inventory operations are Organization
specific.

In the below screen, Items on-hand can be viewed.

Can be viewed on basis of Item, Locator or Sub inventory.

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On Hand availability of the Item

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2. Inventory Transactions
2.1. Miscellaneous Transactions
A miscellaneous transaction is a transaction, such as a miscellaneous issue or
miscellaneous receipt that you can use to issue material that does not have or require
documentation support. You can create miscellaneous transactions to make ad-hoc
adjustments to on-hand quantities, or to issue material to individuals or projects that are not
in inventory or receiving, such as a research and development group or an accounting
department.

Navigate to Miscellaneous Transaction Screen from the Tasks List.

Choose the type of Miscellaneous Transaction you would like to perform.

Choose the Type of Transaction you would like to perform from the drop down.

Click on the + Sign to add a Line to perform the transaction.

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Enter the Quantity and the account to which this transaction has to be recorded and
proceed to Submit.

Verify the onhand availability by querying the item in the Manage Item screen.

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2.2. Subinventory Transfer

Subinventory transfer to transfer material within your current organization between
subinventories, or between two locators within the same subinventory.

Navigation
Warehouse Operations
Inventory

Under Tasks
Select Create subinventory Transfer

Select Type as Subinventory Transfer

Click on the + Sign

Enter the Item, Subinventory , Quantity, To Subinventory ,Locator if required and Click on
Submit.

Transaction should get processed without any issues.

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Verify the on-hand quantity details.

2.3. Interorganization Transfer

Interorganization transfers enable you to transfer material between inventory organizations,

which can be necessary if you define multiple inventories, warehouses, and manufacturing
facilities as distinct inventory organizations.
In addition to being able to transfer one or more items in a single transaction, you can
transfer partial quantities of the same item to different subinventories and locators in a
single transaction. The items that you transfer must exist in both the source and
destination organizations.
You can create the following types of interorganization transfers:

Direct interorganization transfers

In-transit interorganization transfers

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2.4. Manage Reservations and Picks

Reservations:
A reservation links a supply source (such as on-hand inventory or a purchase order) to a
demand source (such as an account, cycle count, or user-defined demand source), and
guarantees allotment of material to the demand source.
You can reserve material at the subinventory, locator, lot or at serial number level.

Pick:
A pick is a manually- or automatically-created suggestion to complete a reservation when
on-hand inventory is available. Picks can be created for material at the subinventory,
locator, lot and serial number levels.

Navigate to Manage reservations and Picks.

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Query for the required Item or search for all the items in the Organization.

Drill down to the Sales order against which the Reservation is made.

2.5. Manage Movement Requests

Movement requests are requests for the movement of material within an inventory
organization such as a warehouse.
The following types of movement requests exist:

Requisition movement requests

Replenishment movement requests

Requisition Movement Requests

Requisition movement requests are manually created, and can be used for subinventory
transfers and account issues. Once a movement request has been submitted, the
movement request is ready to be sourced and transacted.

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A movement request creates instructions to pick or move material for warehouse personnel.
A requisition movement request to manually relocate stock within a warehouse. Requisition
movement request can be created to issue material out of a certain location.

Replenishment Movement Requests

Replenishment movement requests are requests that are generated by min-max planning to
replenish material when a minimum quantity for a specific item is reached. Replenishment
movement requests replenish material that is sourced from a different location within the
same inventory organization. For example, a requisition movement request can be
generated to move material from a bulk locator to a fast pick locator.

Navigate to Manage Movement Requests task and search with the required filters.

Drill down each line to view the details of the movement Requests.

2.6. Manage Pending Transactions

A pending transaction is either a transaction that is waiting to be executed, or a transaction

that has been executed but has resulted in an error.

Navigate to Pending Transactions task to view all the pending transaction in the
organization.

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2.7. Review Completed Transactions

View all the completed transaction in the inventory.

Navigate to the Review Completed Transactions page and apply the filters as per the
requirement and search.

Click on the transaction to view the complete details.

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2.8. Manage Reservation Interface

ADFdi user interface desktop integration is available for managing reservation interface
records using an Excel spreadsheet.

Click on the Manage reservation interface to download the spread sheet to upload records
into the inventory interface.

Sample Spread sheet:

2.9. Manage Lots

Select one of the following lot number uniqueness control options to apply to the items in
your inventory organization:
No uniqueness control
Across items

No Uniqueness Control
You can assign the same lot number to multiple items in the same inventory organization
and across inventory organizations.

Across Items
Assign a unique lot number to a single item in one inventory organization. If the same item
is also in a different inventory organization, you must assign that item a unique lot number.

Can create new lots by click on the + icon on the below screen.

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2.10. Manage Serial Numbers

Select one of the following serial number uniqueness control options to apply to the items in
your inventory organization:
Unique within items
Unique within organization
Unique across organizations

Unique Within Items

For example, if you assign serial number SN100 to item A, you cannot assign serial number
SN100 to any other instance of that item in any inventory organization. You could, however,
receive a different item with serial number
SN100 in any inventory organization.

Unique Within Organization

The same serial number uniqueness rules apply as when you set serial number uniqueness
control to be within items. Additionally, setting serial number uniqueness control to be within
an organization prevents the same serial number from existing multiple times within the
same inventory organization.
For example, if you assign SN100 to item A in a particular inventory organization, you
cannot receive item B with serial number SN100 in the same inventory organization. You
can, however, receive item B with serial number
SN100 in any other inventory organization.

Unique Across Organizations

The same serial number uniqueness rules apply as when you set serial number uniqueness
rules to be within an organization. Additionally, setting serial number uniqueness control to
be across organizations prevents the same serial number from being assigned to more than
one item, regardless of the inventory organization.
For example, if you assign SN100 to item A, you cannot receive item B with the serial
number SN100 in any inventory organization. In this example, SN101 and SN100 belong to
different inventory organizations.
When you assign a particular inventory organization's serial number uniqueness control to
be across organizations, serial number uniqueness is similarly restricted for all inventory
organizations.

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2.11. Confirm Pick Slips

Use the Confirm Pick Slips page to enter details of picked material and confirm a pick slip.

Can do the following as part of confirming a pick slip:

Enter details of picked material
View and modify details of picks on a pick slip
Enter multiple lot and serial number for picked material, if required
Enter the transaction date for each pick
Evaluate pick slip discrepancies
To confirm a pick slip, select Navigator - Pick Slips , and then click Confirm Pick Slips.

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3. Consigned Inventory
When an organization receives a shipment of goods under a consignment purchase order, the
ownership of the goods remains with the supplier even after they are in the custody of the buyer.
Ownership passes from the supplier to the buyer when the inventory is consumed.
When the inventory is consumed, two events occur: First there is a transfer of ownership to the
buyer and the consigned goods become owned inventory for a brief period of time, then the owned
inventory is depleted.
Consignment Process

Create Consignment Agreement and Order

Navigation:Procurement >Purchasing
Agreements >Create Agreement
Select Style as Consignment Agreement and provide the supplier details.

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Add the Item by clicking on +.

Provide the Item and Billing Cycle Closing Date and Submit.

Document Agreement will be created.

Can view pdf version by clicking on View Pdf.

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Create Consignment Order

Navigation > Purchasing
Orders>Create Orders
Style : Consignment Order , Provide the supplier and click on Create.

Provide the Item, Quantity and Need by date

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Notice the consigned Line check box and Source Agreement field populated, Click on Submit to
create the Order.

Receiving
Navigation
Warehouse Operations
>Receipts
Receive Expected Shipments
Search with the Order number created in Previous Step

Select the line and click on Receive

As the Receiving Option for this PO is 3 Way, Receiving will happen in three steps.
1. Into receiving Subinventory
2. Inspection
3. Finished goods
Provide the required quantity and click on Create Receipt, click on submit and Receipt will be
created.

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Requery the Receipt number generated in the previous step in the Put away Receipts screen

Select the Line , Provide the subinventory and click on Submit.

Verify the quantity in the Manage Item Quantities Form by searching with the item.
Notice the Consigned Details tab is enabled and the ownership of the quantity is mentioned.

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Consigned quantity is now available in the inventory for transactions.

3.1. Manage Consigned Inventory Aging

This Screen provides the Aging summary of all the Consigned Goods.
Navigation
Inventory > Consigned Inventory
Manage Consigned Inventory Aging
Provide the Item and Click on Search

Further drill down each record.

Notice Transfer to Owned Button available, using which we can transfer the inventory from the
supplier ownership to the buyers.
Enter the quantity and Reason and click on Submit .

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Verify the transfer in the Manage Item Quantities.

3.2. Review Consumption Advice Exception

Helps to view any Exceptions that occurred in Consumption Process.
As of now there are no Exceptions in the transactions.

3.3. Create Transfer to Owned Transaction

This is the same as the Transfer to Owned Transaction performed from Manage consigned
Inventory Aging.

3.4. Create Transfer to Consigned Transaction

This is the reverse of Transfer to Owned Transaction, here quantity is transferred from Owned to
Consigned.
Navigate to the Create Transfer to Consigned Transaction form and give the Item ,Subinventory,
Owning Party Site ,Quantity and Reason and click Submit.

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All transactions can be viewed in Review completed transactions.

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