Integrated Inventory Setup

User Security

Several new security components have been added to User Security. Authorization to the Inventory Reorder Batches component must be given to users who are responsible for reordering inventory. To access the user security page, go to Maintenance > new world ERP Suite > Security > Users.

See Set User Permissions for more information on how to set these permissions.

Inventory - Suite Security

Inventory - Financial Management Security

System Settings

Maintenance > Financial Management > Company FM Settings

The Enforce Inventory Items from Inventory field on the Inventory Control tab determines whether an inventory item may be selected on a purchase order or a requisition. See Inventory Control Tab for more information.

Process Manager

Maintenance > new world ERP Suite > Process Manager

The Inventory Control - Create Reorder Batches process has been added to Process Manager. Users’ ability to validate and post the batches will be determined by this setup.

Purchasing - Inventory Request has also been added. This will determine users’ ability to request inventory in the system.

Set up departments and approvals as needed by your organization. Refer to the Process Manager Training Guide for details if you need assistance.

Inventory Item

Maintenance > new world ERP Suite > Procurement > Items

On Inventory items, the Initial Quantity and Value information can be maintained until transactions are posted using that item. When you select the Inventory Locations Attribute for an inventory item, you can enter these values.

When transactions exist, these values will not be displayed and must be maintained by the existing inventory processes.

See Also

Inventory Reorder Batch