Inventory Classifications

September 25, 2025 17:12

Inventory Classifications
An option to assign Inventory Classifications for tracking the reason inventory was brought in and to help inform aging inventory, including tagging salespeople and customers who asked for it, and what type of inventory it is, is an added feature in the system. This feature should have interest for Property Management, Builder work, and/or Distribution, where you may have Salesrep’s or Customers wanting a particular product, and six months later you look at aging inventory and need or want to know why it was ordered. Setup takes place in a couple of places, but then flows from Catalog to PO Line to Inventory. (#4807) The first setup area is in User Control 7. A new control appears as follows: Allowed to Edit Inventory Classification. Set to “Y” for yes to allow the User to make edits to this feature. The second area of setup is creating user-defined Inventory Type 1 and Type 2 descriptions. This is done in Product Code Maintenance>Functions>Product Type Maintenance>Catalog Attributes>Selection Maintenance. When you scroll all the way down to the list on the left side of the Selection Maintenance screen, you will see the Inv Type 1 and Inv Type 2 fields as follows:

Highlight the item and type your desired option in the Selection field and then click Add. Continue until all have been added. You can now move to the main setup step.

The final area of setup is in Catalog Maintenance under the Catalog Attributes feature/screen. You will see a new option as follows:

When you click on this button, an Inventory Attributes screen will appear as follows:

The Inv Type 1 and Type 2 fields are user-defined as explained above. Make an applicable selection for this product to continue. You can then select one or more Sales Reps, depending on who is requesting the material to be brought in and then one or more Customers requesting the material, if applicable. The setup in Catalog Attributes above is the default, but the data can be changed in Purchasing and Inventory, once received. In the Add or Change Purchase Order Screen, an Inventory Classification button will appear at the bottom left of the screen, just under the Sales ID field. Changes can be made at this stage if needed, based on whether another Customer is requesting, or to change out Salesrep and Customer, etc. And finally, after the material has been received, in the Edit Inventory Item screen, this same button appears at the bottom left just above the Inv Sequence # field. The reason you may access here is if it wasn’t set up originally, so now you can access here and apply these classifications. Other areas of the system that report this information is Sales Analysis, where you will see Inventory Type 1 and Type 2 in the drop-down field for reporting, as well as on the Catalog Listing when Export Print (Excel Only) is checked, and also on the Inventory Valuation Report export to Excel.