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Configure Inventory Mapping Rules

Overview​

This section describes how to set the Mapping Rule for automatically adding or subtracting inventory quantities when a Delivery Note is created or completed.

Purpose​

By defining Mapping Rules, you can automate Inventory Operations according to business processes such as the creation and completion of Delivery Notes.

Since everyone can refer to and operate under the same rules, the handling of inventory is unified, helping to standardize operations and prevent dependency on specific individuals.

Feature Description​

What is Mapping Rule?​

A Mapping Rule is a calculation rule for automatically adding or subtracting inventory quantities in conjunction with changes in the business status of Create and Complete for a Delivery Note.

Once an inventory Mapping Rule is created, Inventory Operations become available in the create/edit forms or the completion form of the Delivery Note.

Rule Types​

You can set the following two types of rules according to the business process of the Delivery Note:

  • Rule for Delivery Note creation
  • Rule for Delivery Note completion

Rule Configuration​

A single rule consists of the following combination:

  • Source Label: The Inventory Label targeted for inventory subtraction.
  • Destination Label: The Inventory Label targeted for inventory addition.

Each rule can hold Note information to record the intent or background of the setting.

Preparation​

Inventory Labels to be used as the Source Label and Destination Label specified within the Mapping Rule must be prepared in advance.

Instructions​

Navigating to the Mapping Rule Settings Screen​

  1. Click the Inventories menu.
    The screen transitions to the "Inventory Management" page.
  2. Click the Settings tab.

How to Fill Out the Form​

To set a rule for Delivery Note creation​

  1. Click the Edit button for the Delivery Invoice Create Form within Mapping Rule.
    The screen transitions to the "Edit Mapping Rule (Delivery Invoice Create Form)" page.

  2. Source Label
    Select the Inventory Label from which inventory will be subtracted from the dropdown.

  3. Destination Label
    Select the Inventory Label to which inventory will be added from the dropdown.

  4. Note (Optional)
    Enter the intent or background of the rule as needed.

To set a rule for Delivery Note completion​

  1. Click the Edit button for the Delivery Invoice Complete Form within Mapping Rule.
    The screen transitions to the "Edit Mapping Rule (Delivery Invoice Complete Form)" page.

  2. Source Label
    Select the Inventory Label from which inventory will be subtracted from the dropdown.

  3. Destination Label
    Select the Inventory Label to which inventory will be added from the dropdown.

  4. Note (Optional)
    Enter the intent or background of the rule as needed.

Saving Mapping Rule Settings​

After confirming the entered details, click the Update button.

The settings are saved, and the Mapping Rule becomes active.

Important Notes​

Incorrect Specification of Subtraction and Addition Labels​

In the settings, it is necessary to specify the Source Label to decrease inventory and the Destination Label to increase inventory.

If the Source Label and Destination Label are mistakenly set in reverse, it will cause the inventory quantity to mismatch the actual quantity.

Please confirm which label is the target for subtraction and which is for addition before configuring.

Regarding Unsetting Rules​

Once a Mapping Rule is set, it cannot be unset.

There is a risk that you cannot revert the changes if you set rules carelessly at a stage where the operational flow has not been fully established.

Please thoroughly consider the operational flow before configuring the settings.