3.8.1.� Warehouses

3.8.1.1. Warehouse

Warehouses typically describe physical production and storage facilities. Work Centers, Item Sites, and Warehouse Locations belong to Warehouses. To access the master list of Warehouses, select the "Warehouses" option. The following screen will appear:

Warehouses Master List

The "Warehouses" screen displays information on all existing Warehouses, including Warehouse code, Warehouse description, and Warehouse address. To include inactive Warehouses in the display, select the "Show Inactive Warehouses" option.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
PRINT: Runs the report associated with this screen.
NEW: Opens screen for creating a new Warehouse.
EDIT: Enables you to edit highlighted Warehouses. The edit screen is the same as that for creating a new Warehouse—except that when editing, the fields will contain Warehouse information. Double-clicking on a Warehouse will also bring you to the editing screen.
VIEW: Highlight a Warehouse and then select this button to reach a read-only view of the "Edit" screen.

Right-clicking on a Warehouse in the Warehouses list enables you to select from the following menu options:

Edit: Enables you to edit highlighted Warehouses. The edit screen is the same as that for creating a new Warehouse—except that when editing, the fields will contain Warehouse information. Double-clicking on a Warehouse will also bring you to the editing screen.
View: Highlight a Warehouse and then select this button to reach a read-only view of the "Edit" screen.
List Item Sites: Select to display a list of Item Sites for the specified Warehouse.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

3.8.1.1.�Warehouse

To create a new Warehouse, select the NEW button. The following screen will appear:

Create New Inventory Warehouse

Tip

Warehouse Codes are abbreviations used to quickly and easily identify Warehouses. Keep these Codes short and meaningful so employees will have an easy time identifying them.

When creating a new Warehouse, you are presented with the following options:

Code: The Warehouse code is used to identify a given Warehouse.
Active: Select to specify the Warehouse is active. Not selecting means the Warehouse will be considered inactive. To re-activate a Warehouse, simply select this option.
Description: Enter a brief description of the Warehouse.

Note

If a new Address is manually entered here, that Address will be added automatically to the master list of Addresses.

Address

Manually enter Address information in the fields below—or use the browse button to select pre-existing Address information. The Warehouse Address is used on shipping and receiving paperwork.

Street Address: Enter the street Address for the Warehouse.
City: Enter the city where the Warehouse is located.
State: Enter the state where the Warehouse is located.
Postal Code: Enter the Postal Code for the Warehouse.
Country: Enter the country where the Warehouse is located.

Note

If a new Contact is manually entered here, that Contact will be added automatically to the master list of Contacts.

Contact

Manually enter Contact information in the fields below—or use the browse button to select pre-existing Contact information.

Title: Select a Title from the list of available Titles.
First: Enter the Contact's first name.
Last: Enter the Contact's last name.
Job Title: Enter the Contact's job title.
Voice: Enter the Contact's phone number.
Fax: Enter the Contact's fax number.
E-Mail: Enter the Contact's e-mail address.

Post Unassigned Transactions to

Specify a General Ledger Account to post unassigned transactions to. This account is used as a general bucket for General Ledger transactions which the system, for one reason or another, may not know how to handle. A transaction is considered unassigned if the affected Item Site does not have a Cost Category assigned to it for the transaction type in question. By specifying an Account to post unassigned transactions to, you can remove most of the ambiguous error messages that may result from inadequately assigned Item Site Cost Categories. For example, if an Inventory Asset Account is not defined, Inventory transactions may proceed—but the Asset portion of the transactions will be posted to the unassigned transaction Account.

Inventory Warehouse

Select if the Warehouse is to be used for Inventory storage. The following options are available for Inventory Warehouses:

Next Bill of Lading #: There are two parts to this field. These two parts include a "prefix" that will appear at the beginning of all system-generated bill of lading numbers for this Warehouse and a starting number sequence (e.g., 10000, 20000, etc.). Use the first field window to prefix the bill of lading number with user-defined information (e.g., Warehouse code). Prefixing bill of lading numbers may be helpful in tracking Items that were shipped to customers from a specific Warehouse Location. Use the second part of this two-part field window to enter an unlimited number of whole numbers.
Next Count Tag#: There are two parts to this field. These two parts include a "prefix" that will appear at the beginning of all system-generated Count Tag Numbers for this Warehouse and a starting number sequence (e.g., 10000, 20000, etc.). Use the first field window to prefix the Count Tag Number with user-defined information (e.g., Warehouse code). Use the second part of this two-part field window to enter an unlimited number of whole numbers.
Shipping Warehouse: Select if the Warehouse is used for Shipping. Not selecting means materials are not shipped from the Warehouse.
Force the use of Count Slips: Select to enforce the use of Count Slips. Not selecting means Count Slips will not be required when counting Inventory in this Warehouse.
Enforce the use of Zones: Select to enforce the use of Zones within the Warehouse. A Warehouse Zone is a defined section or area within a Warehouse. For example, separate Warehouse Zones might be designated to define areas where Orders are selected, Picked, and Packed. If selected, Zones may be specified when defining Warehouse Locations. If not selected, Warehouse Locations may not include Zones.
Shipping Commission: Enter a commission percentage to be charged whenever Inventory is shipped from the Warehouse. This is an optional feature to be used specifically for contract Warehouses, which charge a commission based on shipping volume. If the Warehouse does not charge a commission, then this field may be ignored, leaving the default value of "0.00".
Tax Authority: Specify the Tax Authority associated with the Warehouse.
Default F.O.B: Enter default free on board (FOB) Terms for the Warehouse. The default F.O.B. Terms will be entered on the Sales Order header for any Orders where the Warehouse is specified as the Shipping Warehouse.

Transit Warehouses are special Warehouses used by Transfer Orders. When Transfer Order Inventory is shipped from the Source Warehouse, it is moved to a Transit Warehouse. Inventory stays in the Transit Warehouse until it is received at the Destination Warehouse. If the Warehouse is to be used as a Transit Warehouse, select the "Transit Warehouse" option. The following changes to the main screen will appear:

Create New Transit Warehouse

Tip

Be sure to define a default Transit Warehouse on your Inventory Configuration screen. This will make it easier to generate Transfer Orders, as Transit Warehouses are required for Transfer Orders.

When defining a Warehouse as a Transit Warehouse, you are presented with the following options:

Default Ship Via: Specify a default Ship Via to be used by the Transit Warehouse. The selected Ship Via will be used by default on the Transfer Order header whenever the specified Transit Warehouse is used.
Default Shipping Form: Specify a default Shipping Form to be used by the Transit Warehouse. The selected Shipping Form will be used by default on the Transfer Order header whenever the specified Transit Warehouse is used.

Note

The Shipping Form will be used when printing Packing Lists for the Transfer Order.

Default Cost Category: Specify a default Cost Category to be used by the Transit Warehouse. Associating a Cost Category with a Transit Warehouse makes it possible for the system to create Item Sites for Transit Warehouses automatically when Transfer Order Inventory is shipped. This greatly simplifies the use of Transit Warehouses, as Item Sites do not need to be created manually beforehand. The accounting for in-transit goods is handled by the default Cost Category associated with the Transit Warehouse.

Tip

Consider creating a separate Cost Category for Transit Warehouses. In this way you can use unique Accounts to reflect the movement of Inventory which is in-transit.

Shipping Comments: Enter shipping Comments you want to associate with the Transit Warehouse. Shipping Comments entered here will be used on any Transfer Order which uses specified Transit Warehouse. This is a scrolling text field with word-wrapping for entering shipping Comments.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without creating a Warehouse, returning you to the previous screen.
SAVE: Creates the Warehouse and adds it to the master list of Warehouses.

To define ARBL (Aisle, Rack, Bin, Location) naming conventions for your Warehouse Locations, select the "Warehouse Locations" tab. The following screen will appear:

Warehouse Locations Master List

When defining ARBL naming conventions for your Warehouse Locations, you are presented with the following options:

Enforce ARBL Naming Convention

Select to enforce the aisle, rack, bin, Location (ARBL) naming convention when defining Warehouse Locations. Specify values for the following ARBL parameters:

Aisle Size: Specify the maximum number of characters allowed in an aisle name by using the arrow buttons or manually entering a value up to a maximum of 99. Also specify whether alpha characters are allowed in aisle names.
Rack Size: Specify the maximum number of characters allowed in a rack name by using the arrow buttons or manually entering a value up to a maximum of 99. Also specify whether alpha characters are allowed in rack names.
Bin Size: Specify the maximum number of characters allowed in a bin name by using the arrow buttons or manually entering a value up to a maximum of 99. Also specify whether alpha characters are allowed in bin names.
Location Size: Specify the maximum number of characters allowed in a Location name by using the arrow buttons or manually entering a value up to a maximum of 99. Also specify whether alpha characters are allowed in Location names.

Warehouse Zones are defined sections or areas within a Warehouse. For example, separate Warehouse Zones might be designated to define areas where Orders are selected, Picked, and Packed. To define or maintain Warehouse Zones, select the "Warehouse Zones" tab. The following screen will appear:

Warehouse Zones Master List

When defining or maintaining Warehouse Zones, you are presented with the following options:

Warehouse Zones: Display includes Warehouse Zones for the specified Warehouse.

To the far right of the screen, the following buttons are available:

NEW: Opens screen for creating a new Warehouse Zone.
EDIT: Enables you to edit highlighted Warehouse Zones. The edit screen is the same as that for creating a new Warehouse Zone—except that when editing, the fields will contain Warehouse Zone information. Double-clicking on a Warehouse Zone also bring you to the editing screen.
DELETE: Highlight a Warehouse Zone and then select this button to remove the Zone from the list.

To create a new Warehouse Zone, select the NEW button. The following screen will appear:

Create New Warehouse Zone

When creating a new Warehouse Zone, you are presented with the following options:

Name: Enter a unique name for the Warehouse Zone.
Description: Enter a brief description of the Warehouse Zone.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without adding a new Warehouse Zone to the list of Warehouse Zones.
SAVE: Creates the Warehouse Zone and adds it to the list of Warehouse Zones.

To associate Comments with a Warehouse, select the "Comments" tab. The following screen will appear:

Add Warehouse Comments

Comments: Display lists the date Comment entered, Comment Type, user who entered Comment, and a content preview.

To the far right of the screen, the following buttons are available:

NEW: Opens screen for creating a new Comment.
VIEW: Highlight a Comment and then select this button to reach a read-only view of the Comment.

To create a new Comment, select the NEW button. The following screen will appear:

Create New Comment

Comment Type: Specify one of the following Comment Types from the drop-down list: ChangeLog or General. Comment Types are used to categorize Comments. Once you have specified a Comment Type, you may type your Comment in the main text area. The text area features word-wrapping and scroll-bar support for longer Comments.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without creating the Comment, returning you to the previous screen.
SAVE: Creates the Comment and adds it to the list of Comments.