Stock
- Bearing guide
1.1 Creating a new warehouse
1.2 Creating storage locations - stock/requirements list
- Goods receipt
3.1 Goods receipt posting
3.2 Goods receipt note
3.3 Unclear incoming goods - Storage (receipt of goods)
- Removal from storage (goods withdrawal)
- Relocation
- Quality assurance
- Provision
- Inventory list / evaluation
- Inventory
Related topics:
1. bearing guide
The warehouse management in ClassiX® consists of the individual storage locations which are assigned to the superordinate warehouses.
Each warehouse must be created in ClassiX®. It describes a certain room, a certain building, which serves as a warehouse for parts. Within a warehouse, the individual storage locations must also be stored in the system as storage bins. In ClassiX®, warehouses and the storage bins they contain are not only textual information, but describe accounts with their respective stock values.
A warehouse can be assigned a manager, an owner and/or a cost centre. The address of the manager is also the address of the warehouse.
For further controls, the type of warehouse can be declared as a consignment, bonded or manual warehouse. Furthermore, warehouses can be marked as non MRP if the stocks in these warehouses are not to be taken into account in MRP from requirement and stock lists.
The identification as a chaotic warehouse is used to have the system automatically assign an empty storage bin when goods are received.
Please refer to the module documentation for detailed information on use.
1.1 Creating a new warehouse
You can create or edit new warehouses via the menu item 'Organisation warehouses'.
Please refer to the module documentation for detailed information on use.
1.2 Creating storage locations
Via 'Edit - Storage bins' you can then create storage bins to which individual parts can be assigned later.
Please refer to the module documentation for detailed information on use.
2. stock/requirements list
In the B&B list you can see the demand and stock of parts. For example, you can see if the minimum stock level is not reached. In the B&B list not only the current stock is evaluated but also the planned (dispositive) movements are taken into account. It is also possible to check the planned movements for their dates and, if necessary, to generate requirement requests or stock orders directly.
Please refer to the module documentation for detailed information on use.
3. incoming goods
Please refer to the module documentation for detailed information on use.
3.1 Goods receipt posting
This module is used to record goods receipts and assign them to orders.
3.2 Goods receipt note
A goods receipt slip is printed for each goods receipt and passed on with the goods. The goods receipt slip contains all data from the order. If the goods have been requested for an order, the order item is printed, in the case of warehouse parts the warehouse and storage location and in the case of consumables / capital goods the cost centre/investment number.
In addition, the text and any characteristics are taken from the parts master.
3.3 Unclear incoming goods
Please refer to the module documentation for detailed information on use.
4. storage (receipt of goods)
After posting the goods receipt or quality control, stock parts are booked to the corresponding stock account.
Please refer to the module documentation for detailed information on use.
5. removal from storage (removal of goods)
Please refer to the module documentation for detailed information on use.
6. relocation
You can transfer goods from one storage bin to another. The storage bins do not have to be in the same warehouse.
Please refer to the module documentation for detailed information on use.
7. quality assurance
Recording of the quality assurance documents. All goods receipt items which are subject to QA at the time of posting must be checked by the quality assurance department before they can be put into storage. QS obligatory means that they bear the QS mark on the part or on one of the requisition, purchase order or goods receipt documents at the specified time.
The indicator is frozen during posting, so that subsequent changes do not generate errors in the workflow.
On the delivery schedule of a QA part order, the quantity still to be inspected is saved when the goods receipt is posted (inAssurance.quantity). This quantity is reduced by the inspected quantity when a subsequent QA document is posted.
The storage account also shows this quantity still to be checked.
Please refer to the module documentation for detailed information on use.
8. provision
In order to be able to deliver products to customers or to be able to produce in a manufacturing plant at all, it must be guaranteed that the parts required for this are available at the right place at the desired time: This is called provision.
This module is used for the display/further processing of parts to be provided or already provided within the logistics supply chain in a company. On the one hand, it is possible to differentiate between external demand triggers (sales order items) or internal demand triggers (storage and production orders). (For further selection options according to storage bins or only open documents, see below)
A provision must therefore be made not only for the dispatch of goods, but also within the company within the framework of production.
To be provided: Depending on the logistical identification (purchased or manufactured part) and the type of provision (non-stock-keeping or stock-keeping with corresponding special forms such as JIT, etc.) of a part, parts are supplied to the logistical business process from
- Order requirements (for purchased parts not kept in stock)
- construction contracts (for production parts not kept in stock) or
- Storage reservations
The programmatic execution of the provision from purchase requisitions - carried out by employees of the incoming goods department - and the provision from production orders - possibly carried out by employees of a final inspection - are not absolutely necessary, but they facilitate the control over the whereabouts of parts. The provision from stock reservations - carried out by employees of the warehouse - leads in the standard system to the creation of stock withdrawal documents (stock removal documents).
If the corresponding programme steps for provision have been carried out, the part requests are automatically transferred to the next state (status):
Provided: Analogous to the states of the parts to be provided, the following states result here
- Provided: Goods receipt
- Provided: Manufacturing
- Provided: Warehouse
- Provided: Shipping
The state "dispatch" stands for those parts which are sent directly from the warehouse to dispatch for customer orders. (The part is kept in stock and the requirement trigger is a customer order)
Please refer to the module documentation for detailed information on use.
9. stock list / evaluation
In this window you can get a quick overview of the current stock levels, the stock level of the last or the annual inventory.
Please refer to the module documentation for detailed information on use.
10. inventory
The inventory modules support the recording of ongoing inventories (so-called inventory corrections) as well as annual inventories in the form of one-time or permanent inventories. Since an inventory is intended to represent a comparison/check of the (book) stocks in the DP system with the actual stocks in the warehouse, inventories are first generated from DP data. There are three different possibilities:
- Selection by storage locations: Here all parts that have or once had stock in the selected storage bins are transferred to the inventory document with the corresponding book inventories. A permanent inventory is carried out by this selection and selection of the extended selection of storage bins.
- Selection by parts: Here, all defined storage bins (with or without stock) of the selected parts are transferred to the inventory document with the corresponding book inventories.
- Selection by parts and storage locations: Here you can assign new, i.e. previously unbooked, storage bins to individual parts - therefore also initially without book inventory.
After the inventory document has been created, a count list can be printed, with which the actual count or inventory can then be carried out in the warehouse. Once the actual counted stocks have been entered in the count list, they are then entered in the inventory document.
After reconciliation of the count and the EDP book balances, the inventory document is posted. Depending on whether or not you wish to correct the stock, either only the difference amount is posted or the counted quantity is also saved in the system as a physical inventory quantity with date. Booked inventories can no longer be edited afterwards.
For detailed information on use, please refer to the module documentation of the inventory.
Inventory sampling: By means of an inventory sampling, the number of storage locations to be actually counted is to be reduced. For this purpose, the warehouse must first be analysed for suitability for an inventory sampling. This is carried out in the inventory sampling analysis module. In the same module, an inventory sampling can be carried out if it is suitable. Documents on the statistical procedures can be requested via your system partner.
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