Define the subinventory source type.

To automatically create move orders using min-max planning and replenishment counting, you must define the subinventory source type at once of the following levels:

• Subinventory see Defining Subinventories

• Item subinventory see Assigning Subinventories to an Item and Assigning Items to a Subinventory

To automatically create move orders using the kanban system, you must define the subinventory source type at the pull sequence level. See Defining Kanban Pull Sequences.

Define approval process parameters.

To require planner approval for move order requisitions, you must define two parameters at the organization level: Move Order Timeout Period and Move Order Timeout Action. See Defining Default Inventory Parameters.

If you want to bypass the move order approval process and automatically approve move order requisitions, enter 0 days for the Move Order Timeout Period and select Automatically Approve for the Move Order Timeout Action.

You must also assign the planner who approves move order lines to the item or the organization. See Defining Items, and Updating Organization Level Items.

You can also specify individuals to be notified if a shortage occurs. Defining Shortage Parameters.

Define item transaction defaults.

If you want to populate move order line allocations with item transaction defaults for the destination locator, you must first define the item transaction defaults. Defining Item Transaction Defaults.

Define lot level UOM conversions.

If you define a lot level conversion for a specific lot the move order quantity reflects the lot quantity to transact. See Lot Specific Unit of Measure Conversions for more information.

Setup Material Status

You can transact only material that permits move order transactions. You must that verify you can transact the material before you perform move orders. See Overview of Material Status for more information.