Product Management Startup Checklist

1.  Decide how you are going to organize your products into Product Lines, Product Groups and Business lines for accounting, pricing and reporting purposes.  Product Lines and Product Groups tables are required.  The BizLine Gencode is not.   Note: Stocking and Nonstock Items should be placed in separate product lines

2.  Load the Product Line and Product Group Tables. 

3.  Decide how many warehouses you will have.  Setup a deptcost record for each warehouse to store the location identifier. If you do this the system can automatically create inventory records for you when you create new items.

4.  Load the Manufacturer and Vendor tables.  Catalog and Inventory records point to vendors and manufacturers.

5.  Review the catalog and inventory data dictionary documentation to determine which fields are required, which additional fields you will use, and what values you want to limit those fields to (setup Gencode tables). Be sure you understand what the “stock” (STK) flag does as this can only be set when an item is created.

6.  Modify Catalog and Inventory field labels

7.  Define the new record default information that will be used for new catalog and inventory records.

8.  Create, or import, your catalog records. 

9.  Validate your Catalog records – run the orphan check and database check utilities to verify that all required fields are loaded with valid data.  Load any missing data.

10. Verify that the inventory normalization settings in the system are correct

11. Create inventory records.  The Inventory Maintenance Program in the Warehouse Management System can be used to create inventory records for all active catalog records.

12. Load Inventory Beginning Balances and Cost.  Once your catalog and inventory items have been created, you can load the average cost field and the on hand quantity field for the items in your system using standard utilities.

13. Verify Beginning Balances

14. Create Bin records for items with on hand quantity.

15. Create Serialized Inventory records for all serialized items on hand.

16. Verify that all field and other security options are set properly for each user

17. Test system functionality with your data and configuration settings.  Correct any problems found and adjust configuration as required.

18. Reconvert or refresh data as required prior to startup (make sure transaction files are cleared, counters are set, beginning balances are current

19. Verify Beginning Inventory Value

20. Create Inventory Beginning Balance records.

21. Begin Operations


StreamV Startup Tasks