Topic overview

The application Cockpit: Inventories/items application is primarily used to query item inventories at the current time. This application provides you with an overview of the inventory characteristics of your inventory.

The essential general description of a cockpit, which includes the usual handling of a query and work pane, can be found in the Cockpits article.

Application description

The query application Cockpit: Inventories/items is used to get an overview of the item inventories. For example, you can query what quantity of a specific item is stored in a specific warehouse.

You can also get an overview of the item inventory that may be withdrawn by various inventory owners.

You can also open the Edit logistic units application from within the application to pack or unpack the item inventory.

The application consists of a query pane and a work pane.

Query pane

Query fields are stored in the query pane. As a rule, the most important query fields are already provided. However, the number of query fields and their placement can vary.

The query pane is saved per view. You can determine which query fields are displayed. To do this, select the desired query fields from a list of fields. The description of the query fields can usually be found in the direct help.

General descriptions of a query pane can be found in the Cockpits article.

The special features are described below:

Item – if required, enter an item as a search criterion for the inventories you wish to query.

Inventory owner – if required, enter an inventory owner as a search criterion for the inventories you wish to query.
If you leave the field empty, an additional row with the inventory quantities is displayed in the results area for each item inventory that different inventory owners are allowed to withdraw. This row does not contain a value in the Inventory owner column. If required, add the column Multiple inventory owner information.

Packaging structure unit – if you want to query the inventory in a specific packaging unit, enter the desired packaging unit in this field. The inventory can only be displayed in those units that are stored in the Packaging table in the item master data.

Total quantity – if required, enter the total quantity and the unit in this two-part field as search criteria for the inventories you wish to query. The corresponding search criterion (“<> 0.00”) is entered as a default value so that no zero inventories are displayed.

Search details

In addition to the main search with the query criteria in the query pane, detailed searches can also be used. Detailed searches can be combined with the main search so that both the query criteria from the query pane and the query criteria of the detailed search are evaluated as an AND link. A checkbox is available in the section line of the detailed search for combining. A separate button is available for each detailed search so that corresponding results can also be displayed in the work pane. If this button is activated, an additional heading line appears in the work pane with the corresponding detailed information.

The following detailed searches are available:

• Additional item units
• Identifiers
• Last transaction date

As a rule, the most important query fields are already provided. You can determine yourself which query fields are displayed. To do this, select the desired query fields from a list of fields. The description of the query fields can usually be found in the direct help. If necessary, use the input help for the query field.

Work pane

A table is available in the work pane in which the queried inventories are displayed. You can determine which information on inventories to display. To inventories to view inventories in different ways with different information, several views can be created.

If you have also activated a detailed search button, the table will contain an additional heading line and detailed information.

General descriptions of a work pane can be found in the Cockpits article.

The special features are described below.

Inventory owner – if the query result is displayed grouped by inventory owner and if no inventory owner is entered as a search criterion for the query, an additional grouping row is displayed for each item inventory that different inventory owners are allowed to withdraw. This line does not contain a value in the Inventory owner column. If required, add the column Multiple inventory owner information.

Multiple inventory owner information – in this column, you are informed whether a displayed inventory quantity has been determined for all inventory owners.
If the text For multiple inventory owners is displayed, you will see an inventory total resulting from the inventory quantities of the individual inventory owners defined for an item as an inventory owner group.
If an individual inventory owner is displayed in this column with their partner identification, the inventory quantity determined refers to this inventory owner.

Item – this column displays the identification of the item for which the inventory was queried. The query for a reference item provides the identifications of the associated variant items for which inventory exists in this column.

Quantity – this column shows how much item inventory is stored in the displayed unit and is not contained in higher-level packaging.
If the inventory is in a packaging unit, the packaging structure is displayed in the tooltip.

Packaged quantity – this column shows how much of the item inventory is stored in packaging of the specified packaging unit. The packaging structure is displayed in the tooltip.

Total quantity – the total quantity of inventory is displayed in this column. This includes packed and unpacked or reserved and unreserved quantities. If the inventory is in a packaging unit, the packaging structure is displayed in the tooltip.

Display of the packaging structure

In the tooltip for an inventory quantity in a packaging unit, the packaging structure is displayed as it is stored in the item master data in the Packaging table.

[Edit logistic units] button

The [Edit logistic units] button is used to open the application of the same name in a dockable window at the edge of the application area. You can use the Edit logistic units application to pack items whose packaging units are kept in inventory into the packaging units provided or to unpack the packed items.

To do this, select the line with the item or identifier whose logistic units you want to edit in the work pane and select the [Edit logistic units] button. The required information is transferred to the dockable window.

A description of the Edit logistic units application can be found in the Edit logistic units article.

The button is only available if the Manage inventory in logistic units function is active in the Customizing application under the main Inventory management function under the Warehouse inventory function.

Customizing

For the application Cockpit: Inventories/items application, no settings need to be defined in the Customizing application.

Business entities

For the application Cockpit: Inventories/items application, the following business entity is relevant, which you use, for example, to:

• assign authorizations,
• set up activity definitions or
• import or export data.

Cumulated inventory quantities: com.cisag.app.inventory.inventory.obj.WarehouseStockSum

The business entity is part of the following business entity group: com.cisag.app.inventory.OrderData

Authorizations

Authorizations can be assigned using the authorization roles as well as by assigning an organization. The authorization concept can be found in the technical article Authorizations.

Special capabilities

There are no special capabilities for the application Cockpit: Inventories/items application.

Organization assignments

Organizational structures are used to control which data is visible, usable or editable. To do this, the Content-related authorizations function must be activated in the Customizing application.

To enable a person to use the Cockpit: Inventories/items application is displayed to a person in the user menu, they must be assigned to an organization that is integrated into one of the following organizational structures:

• Inventory management

In order for a person to be able to query inventory data for a warehouse, one of the organizations assigned to that person must be entered in the Authorizations table in the Warehouses application.

Further information on the Authorizations table and a comprehensive overview of content-related authorizations can be found in the Content-related authorizations article.

Special features

There are no special features for the application Cockpit: Inventories/items application.

Authorizations for business partners

The application Cockpit: Inventories/items is released for the following types of business partners:

• Customers
• Suppliers
• Sales representatives

If a user is logged in as an external partner, the following restrictions on the visibility of inventory apply to the Cockpit: Inventories/items application. An external partner is only shown the inventories that are stored in warehouses for which the external partner has authorization.

Authorizations for an external customer or sales representative are assigned by the responsible sales organization. Authorizations for an external supplier or supplier are assigned by the responsible purchasing organization. The responsible sales or purchasing organization is assigned via the applications Customer logon authorizations, Supplier logon authorizations and Sales representative logon authorizations.

The actual authorization assignment, which enables an external partner to display the inventory for one or more warehouse, takes place in the Warehouses application. The sales or purchasing organization responsible for the external partner must be entered as the authorized organization for the warehouse.

If a field for selecting an organization is displayed in the title toolbar and you are logged into the system as an external partner, all external organizations assigned to the external partner are displayed in this field in the Cockpit: Inventories/items application.

The following articles explain how you can assign the responsible sales or purchasing organization to an external partner in the corresponding application and what you need to bear in mind:

• Customer logon authorizations
• Supplier logon authorizations
• Sales representative logon authorizations