Configure inventory for a tagged item

You can configure inventory for a tagged item.

1. Navigate to the Inventory Fields screen. To navigate to the Inventory Fields screen, perform the following steps:
   1. Log in to Sterling Business Center as an Item Administrator.
   2. The application home page is displayed. Click the Products tab.
   3. From the Products home page, click Find Item in the Catalog dashlet.
   4. In the Item Search screen , enter the search criteria, and then click Search to view a list of all the available items. Alternatively, use either the Basic Search or the Advanced Search option to narrow down the list of items displayed.
   5. In the Items panel that is displayed, click the Item ID hyperlink. Alternatively, double-click the row containing the Item ID.
   6. The Primary Information screen is displayed. In the Related Tasks panel, click Manage Inventory Information.

      The Inventory Fields screen is displayed.

2. In the Promising area, perform the following steps:
   1. Select an ATP Rule from the drop-down list. The parameters defined in the selected ATP rules are used to determine the available inventory for this item.

      If the item is associated with the classification definition that inherits the item fields, and an ATP Rule option is not selected, then by default, the Use Classification Definition <Value selected in the Classification Definition> option is selected.

   2. Select an ATP Monitor Rule from the drop-down list. The minimum inventory levels for this item are based on the parameters set up for the selected ATP Monitor rule.
   3. If the item is associated with the classification definition that inherits the item fields, and the ATP Monitor Rule option is not selected, then by default, the Use Classification Definition <Value selected in the Classification Definition> option is selected.
   4. Select a Node Level ATP Monitor Rule from the drop-down list. The minimum inventory levels for this item are based on the parameters set up for the selected Node Level ATP Monitor rule.
   5. If the item is associated with the classification definition that inherits the item fields, and a Node Level ATP Monitor Rule option is not selected, then by default, the Use Classification Definition <Value selected in the Classification Definition> option is selected.
   6. Select a Use Unplanned Inventory from the drop-down list to allow the unplanned inventory pertaining to this item to be used.
   7. If the item is associated with the classification definition that inherits the item fields, and a Use Unplanned Inventory option is not selected, then by default, the Use Classification Definition <Value selected in the Classification Definition> option is selected.
   8. Select an Item Based Allocation Allowed from the drop-down list to allow item-based allocation for an item from the drop-down list. When the Use Item Based Allocation rule is enabled, the item-based allocation is applicable only for the items and nodes that have the Item Based Allocation Allowed attribute enabled.
   9. If the item is associated with the classification definition that inherits the item fields, and an Item Based Inventory Allocation Allowed option is not selected, then by default, the Use Classification Definition <Value selected in the Classification Definition> option is selected.
   10. In the Lead Days text box, enter the lead days for getting the product delivered. For example, if you enter lead days as 3, then a Purchase Order placed today arrives at the warehouse after three days.
       Note: If you do not enter any value in the box, then the value is inherited from the classification definition.
   11. In the Onhand Safety Factory box, enter a value for the Onhand Safety Factory, and select either the percent or the units option.
       Note: If you do not enter any value in the box, then the value is inherited from the classification definition.
   12. In the Future Safety Factor Percentage box, enter the percentage of inventory for this item that you want to exclude from future inventory availability.
       Note: If you do not enter any value in the box, then the value is inherited from the classification definition.
3. In the Inventory Attributes area, perform the following steps:
   1. In the Default Product Class text box, enter the default product class for the item.
      Note: If you do not enter any value in the box, then the value is inherited from the classification definition.
   2. Select the Serialized check box to enable location-level tracking by serial number.
   3. Select the Serial Tracked check box to ensure that serial numbers are captured by the system during the outbound and return processes.
   4. In the Number of Secondary Serials box, enter the number (0-9) of secondary serial numbers you want to use for tracking by serial number.
   5. Select a Track FIFO in Inventory from the drop-down list. This indicates that inventory is tracked using the First In First Out (FIFO) number, which is automatically generated by the system.
   6. If the item is associated with the classification definition that inherits the item fields, and a Track FIFO in Inventory option is not selected, then by default, the Use Classification Definition <Value selected in the Classification Definition> option is selected.
   7. From the Primary Supplier drop-down list, select the primary supplier for the item.
   8. Select the Time Sensitive check box if the item can last only for a limited period of time. If you have selected the Time Sensitive check box, then enter the Default Expiration Days.
4. In the Safety Factor based on Delivery Method area, you can define safety factor for an item associated with the following delivery methods:
   • Under the Shipping panel, in the Future Safety Factor Percentage field, enter the inventory that you want to exclude from future inventory availability for Shipping delivery method.
     • In the Onhand Safety Factor field, enter the inventory for the item you want to exclude from onhand inventory availability, and select either Percent or Units option.
   • Under the Pickup panel, in the Future Safety Factor Percentage field, enter the inventory that you want to exclude from future inventory availability for Pickup delivery method.
     • In the Onhand Safety Factor field, enter the inventory for the item you want to exclude from onhand inventory availability, and select either Percent or Units option.
   • Under the Delivery panel, in the Future Safety Factor Percentage field, enter the inventory that you want to exclude from future inventory availability for Delivery delivery method.
     • In the Onhand Safety Factor field, enter the inventory for the item you want to exclude from onhand inventory availability, and select either Percent or Units option.
5. In the Tag Control area, select either of the following radio buttons:
   • Sometimes - Select this radio button if you want to assign a tag number to identify an item in special circumstances, such as customer pickup.
   • Always - Select this radio button if you always want to use a tag number to uniquely identify different instances of this item in the system.
     Note: When you click the Always Tag Controlled radio button, ensure to configure the tag identifiers for the item.

     The inventory module uses the tag control flag to determine if any additional inventory attributes must be stored for the item.

6. In the Tag Identifiers area, click Configure.
7. The Configure Tag Identifiers dialog box is displayed. From the Available Identifiers list, select the identifiers you want to assign to the item. The combination of the tag identifiers generates the tag number that the system uses to identify tag-controlled items.
8. Click the Move Right icon. To add all the available identifiers to the Selected Identifiers list, click the Move Left icon.
9. The selected identifiers are moved to the Selected Identifiers list. Click Select.
10. The selected identifiers are added to the Tag Identifiers list. In the Item Inventory screen, click Save.

    After you have configured the tag identifiers for the item, you must configure the tag attributes for tag identifiers.