Tracing Inventory Usage

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In opentaps 1.4, you can trace how inventory is used through the entire manufacturing and order fulfillment process. This can help you identify inventory which may have production or quality issues.

opentaps will allow you to track either a particular inventory item or all inventory items with the same lot ID. You can see when these items were received into inventory, used as raw material in a production run, sent out to fulfill sales orders, or adjusted during physical inventory counts. If your inventory was used to manufacture additional products, the inventory tracing feature will also and follow the finished products through their usage.

opentaps will also allow you to track inventory backwards, so you can see which inventory items and lots were used to manufacturing a particular inventory item or lot of inventory. Backward inventory tracing is also recursive, so you can see the entire tree of inventory going back through all the levels of manufacturing to the initial receipts of raw material.

For example, let's say that we receive 10 units of product P1 and then it was issued to orders O1 and O2, then we would like to create records would show the inventory item ID of the P1 that we received, and then the order and order item IDs O1 and O2. More specifically, inventory tracing would show:

  • level 1: inventory received, inventory item ID = 1000
  • level 2: issue to sales order, inventory item ID = 1000, order ID O1, order Item 0001
  • level 2: issue to sales order, inventory item ID = 1000, order ID O2, order Item 0001

A more complex example is if an item is a raw material and then was used to manufacture a finished product. In this case, inventory tracing would show:

  • level 1: inventory received, inventory item ID = 1001
  • level 2: used in manufacturing, inventory item ID = 1001, to inventory item ID = 1002
  • level 3: issue to sales order, inventory item ID = 1002, order ID O3, order Item 0001

If this item were sold as well, we would show:

  • level 2: issued to sales order, inventory item ID = 1001, order ID O4, order Item 0001

See related:



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