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Using inventory managers for creating storage documents by owner

You can use an inventory manager to create storage documents by checking the Use for storage document checkbox on the Edit inventory manager page.

Using an inventory manager for creating storage documents means that you can create storage documents using all of the inventory items that have an Owner that are returned by the inventory manager. (A storage document is a record of inventory items that are owned by a particular Owner. The effect of a storage document is to save a snapshot of a subset of inventory at a given point in time. The purpose of a storage document is to create a list of the inventory owned by each Owner, and to save that list and add billing lines to it. In this way, you can bill each Owner for the items that you are storing.)

Example: Using an inventory manager for creating storage documents

  1. Create inventory manager criteria.

    For example, this inventory manager criteria could return all of the items with a non-empty Owner field, that is, all of the Owned inventory items.

    When you create a storage document, only Owned inventory items are added to the storage documents, and one storage document is created for each Owner. So your inventory manager criteria doesn't have to filter by Owner. You might instead (or in addition) have your inventory manager criteria return all of the items with an Item receipt date in the past 30 days (Item receipt date in range -30 to today), for instance if you want to bill for all of the inventory you are storing that you have received in the past month.

  2. Create an inventory manager that includes just this inventory manager criteria. Now you can manage just this subset of your inventory.
  3. Check Use for storage document when you create the inventory manager.

    For example, you could name this manager "Storage Docs - owned items recv'd past 30 days" because when you view the manager, it displays all items with a non-empty Owner field and an Item Receipt Date of sometime in the past 30 days.

    The order that the inventory items appear when you view the inventory manager is not necessarily the order that they will be placed in the storage document. This is because when you create a storage document, the list of inventory items is sorted by Owner; this sort occurs after any other sorting that your inventory manager specifies. Then the inventory owned by each different Owner is placed in a separate storage document. See Creating a storage document for more information.

  4. Select Inventory>Inventory Managers. Highlight your manager and select create storage docsCreate Storage Docs by Owner from up above. If your inventory manager returns any Owned inventory items, one or more storage documents is created, one for each 1000 items owned by each Owner. See Creating a storage document for more information.

See Also

Working with inventory managers

Creating an inventory manager

Editing an inventory manager

Deleting an inventory manager

Viewing the inventory in an inventory manager

Using inventory managers as pick policies

Using inventory managers for cycle counts

Inventory manager field descriptions

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