Inventory settings
Where to find it
Open “Inventory” → “Configuration” → “Settings”.
What is typically configured
- receipt and shipment types;
- transfer usage (a shipment type with the “Transfer” flag);
- document statuses and action availability;
- reservation rules;
- lot and package usage;
- print forms.
Receipt types
Settings include a directory of receipt types. A receipt type defines how users work with the document.
Typically, a receipt type defines:
- Numbering — how the number is generated;
- Default location — which location is set in new documents;
- Maximum quantity — the upper limit for the “Planned quantity” field in lines.
If the system has exactly one receipt type, it may be substituted automatically.
Shipment types
Settings include a directory of shipment types.
Typically, a shipment type defines:
- Numbering;
- Default source location;
- Default destination location (relevant for transfers);
- “Transfer” flag — enables the “source location → destination location” mode;
- Maximum quantity — the upper limit for the “Planned quantity” field in lines.
Validation:
- for transfers, the source and destination locations cannot be the same.