Operation types

Operation types

OpenBiz Inventory tracks stock by warehouse and location, and then records what happens to products (receiving, putaway and internal transfers, and picking and delivery) as structured stock moves. These movements are called operations. Operations can also help keep what the system shows current using counts and adjustments.

Each operation belongs to a specific operation type.

Operation types

To add or edit operation types, navigate to Inventory app ‣ Configuration ‣ Operations Types. A list of operation types displays.

Open an existing operation type, or click Neu to create a new operation type. Next, complete the fields of the operation type form.

General tab

The following fields are available in the General tab:

• Type of Operation: Specify the type of operation.

• Sequence Prefix: Specify a short prefix OpenBiz will use to name transfers.

• Barcode: Define the barcode to be used when transferring products between locations.

• Reservation Method: Select how products that are being transferred during operations should be reserved. To automatically reserve products when operations of this type are confirmed, select At Confirmation. To manually reserve products for operations, select Manually. To reserve products before a specified maximum number of days before an operation completes, select Beforfe scheduled date.

• Company: Specify the company that can use this operation type.

• Returns Type: Define which operation can create returns for this operation type.

• Create Backorder: Define when back orders for unfulfilled products can be created upon validation for this operation type. Select Ask if OpenBiz should ask whether to create a back order. Select Always to always generate a back order. Select Never to specify that the remaining products should be canceled.

• Analytic Costs: Select this checkbox to ensure analytic entries are created in a project when stock moves are validated. It tracks the total cost of products included in stock moves (deliveries and receipts) that have been validated for the project. This ensures that the product’s cost is tracked during the stock move.

Lots/serial numbers

This section only appears if Lots & Serial Numbers is enabled in Inventory app ‣ Configuration ‣ Settings.

The following fields are available:

• Create New: Select this checkbox to specify that lots and serial numbers can be created from this operation type.

• Use Existing ones: If this checkbox is selected, the lot or serial number can be selected when creating transfers for this operation type.

Lagerorte

This section only appears if Storage Locations is enabled in Inventory app ‣ Configuration ‣ Settings.

Specify the following locations for the operation type:

• Source Location: Select a default source location when operations of this type are created.

• Destination Location: Select a default destination location when operations of this type are created.

Reparaturen

This section appears only if the Repairs app is installed.

To create repair orders from returns for this operation type, select the Create Repair Orders from Returns checkbox.

Batch & wave transfers

This section appears only if Batch, Wave & Cluster Transfers is enabled in Inventory app ‣ Configuration ‣ Settings.

Select the Automatic Batches checkbox to specify that pickings should be automatically batched as they are confirmed when possible.

Hardware tab

In the Print on validation or Print when done section, specify what should be printed automatically when an operation is validated or complete.

In the Scales section, specify a scale to use in conjunction with operations of this operation type in the Connect Scale field.

Barcode App tab

Use the Barcode App tab to specify how this operation type integrates with the Barcode app. Specify when barcodes must be scanned or how often, whether to group products, or when to validate an operation.

To display reserved lots or serial numbers on an operation in the Barcode app, select the Show reserved lots/SN checkbox.