4 Enter Branch/Plant Information
This chapter contains these topics:
This chapter is an overview of branch/plant information from the Inventory Management system. For information about branch/plant information not included in this chapter, see the JD Edwards World Inventory Management Guide.
4.1 Entering Branch/Plant Information
From Inventory Management (G41), choose Inventory Master/Transactions
From Inventory Master/Transactions (G4111), choose Item Branch/Plant Information
Information about an item might differ from warehouse to warehouse. For example, taxes might be applicable to an item in one warehouse, but not in another. You might also have different quantity requirements for each item based on the warehouse.
After you enter master information for an item, you can assign the item to different warehouses or branch/plants. You can then customize the item information for each branch/plant. You can also specify the locations in the branch/plant in which the item is stored.
Figure 4-1 Assigning Master Item Information to a Branch
Description of "Figure 4-1 Assigning Master Item Information to a Branch"
Every JD Edwards World system that retrieves item information searches for an item's branch/plant information before using an item's master information.
You can enter item information for a single branch/plant or copy existing item information and duplicate it for multiple branch/plants.
Figure 4-2 Copying Item Information to Different Branches
Description of "Figure 4-2 Copying Item Information to Different Branches"
After you enter item information for a specific branch/plant, the system creates a record in the Item Branch table (F4102).
Figure 4-3 Item Branch/Plant Information screen
Description of "Figure 4-3 Item Branch/Plant Information screen"
4.1.1 What You Should Know About
| Topic | Description |
|---|---|
| Default values | Most fields on Item Branch/Plant Information are identical to those on Item Master Information. The system uses the default values from Item Master Information. Fields that do not exist on Item Master Information are:
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| Accessing other branch/plant information | Use processing options to specify that other item information displays subsequent to item branch/plant information, such as item unit of measure defaults. |
4.2 Assigning an Item to a Branch/Plant
After you enter master information for an item, you must assign the item to a specific branch/plant. After assigning the branch/plant, you can locate the item and branch/plant to customize the master information.
To assign an item to a branch/plant
On Item Branch/Plant Information
Complete the following fields:
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Branch/Plant
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Item Number
| Field | Explanation |
|---|---|
| Branch/Plant | An alphanumeric field that identifies a separate entity within a business for which you want to track costs. For example, a business unit might be a warehouse location, job, project, work center, or branch/plant.
You can assign a business unit to a voucher, invoice, fixed asset, and so on, for purposes of responsibility reporting. For example, the system provides reports of open accounts payable and accounts receivable by business units to track equipment by responsible department. Security for this field can prevent you from locating business units for which you have no authority. Note: The system uses this value for Journal Entries if you do not enter a value in the AAI table. Form-specific information This is the branch/plant or warehouse to which this item information is applicable. |
4.3 Working with Item Locations
After you assign an item to a branch/plant, you can indicate multiple locations in which the item resides. For each branch/plant, you can assign:
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A primary location
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Multiple secondary locations
The system usually processes an item through its primary location. For example, when you receive an item, the system assigns the item to its primary location, unless you specify a secondary location.
The system prompts you for the primary location immediately after you assign an item to a branch/plant. You can assign secondary locations to an item when you enter branch/plant information. The system automatically assigns a secondary location if you enter a location other than the primary location for an item when you receive it.
If you specify location control on Branch/Plant Constants, you can assign an item to only those locations set up on Branch/Plant Location Master. If you do not specify location control, you can assign an item to any location.
Each time you enter a location for an item, the system creates a record in the Item Location table (F41021).
In addition to assigning locations to an item and branch/plant, you can assign multiple lot numbers to each location. You can enter lot numbers manually when you enter item locations or when you receive the items.
Complete the following tasks:
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Assign a primary location to an item
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Assign a secondary location to an item
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Change the primary location for an item
See Also:
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Entering Information for Lots (P4108) for information about defining lot details
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Working with Lot Statuses (P00051) for information about putting lots and locations on hold
To assign a primary location to an item
On Item Branch/Plant Information
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Assign a branch/plant to an item.
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On Primary Location, complete the following fields:
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Location
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Lot
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To assign a secondary location to an item
On Item Branch/Plant Information
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Access Item/Location Information.
Figure 4-5 Item/Location Information screen
Description of "Figure 4-5 Item/Location Information screen"
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On Item/Location Information, enter S in the following field to identify the secondary (S) locations for an item:
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P/S (Primary/Secondary Location)
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Complete the following fields for each secondary location and lot:
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Location
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Lot
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Lot Status
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To change the primary location for an item
On Item Branch/Plant Information
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Access Item/Location Information.
Figure 4-6 Item/Location Information screen
Description of "Figure 4-6 Item/Location Information screen"
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On Item/Location Information, enter P in the following field to identify the primary (P) location for the item:
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P/S (Primary/Secondary Location)
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Access Primary Location.
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On Primary Location, complete the following fields:
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Location
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Lot
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Return to Item/Location Information.
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On Item/Location Information, complete the following field:
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P/S (Primary/Secondary Location)
After you change the primary location for an item, the previous primary location becomes a secondary location.
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| Field | Explanation |
|---|---|
| Location | A code that identifies inventory locations in a branch/plant. You define the format of the location identifier by branch/plant.
Form-specific information If you do not specify a location in this field, the system uses the blank location set up for the branch/plant in Branch/Plant Location Master. |
| Lot/SN | A number that identifies a lot or a serial number. A lot is a group of items with similar characteristics. |
| P S | A value that indicates if this is the primary or secondary location for this item within this stocking location. Valid values are:
P – Primary storage location S – Secondary storage location Note: You can only have one storage area within each branch or warehouse marked as primary. In some cases, the system uses the primary storage area as the default. |
| Lot status change | A user defined code (table 41/L) that indicates the status of the lot. If you leave this field blank, it indicates that the lot is approved. All other codes indicate that the lot is on hold.
You can assign a different status code to each location in which a lot resides on Item/Location Information or Location Lot Status Change. Form-specific information The default for this field comes from the lot status code (including a blank value) that you assign to the item on Item Master Information or Item Branch/Plant Information. The code that you enter here serves as the lot status default when you assign an item to a secondary location. |
4.3.1 What You Should Know About
4.4 Entering Item Branch/Plant Manufacturing Information
You can define manufacturing information for an item that is specific to each branch/plant. This information includes:
| Information | Description |
|---|---|
| Requirements planning information | You enter information about inventory shrinkage for the item to plan for the quantity you need to replace due to shrinkage. |
| Lead time information | You enter lead time information to calculate the time frames that are necessary to assemble or manufacture an item. |
| Engineering information | You enter reference information about the drawing plans for an item, so that you can refer back to the plans. |
Complete the following tasks:
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Enter requirements planning information
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Enter lead time information
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Enter engineering information
4.4.1 What You Should Know About
| Topic | Description |
|---|---|
| Default values | Most of the items on Plant Manufacturing Data are identical to those on Manufacturing Values Entry. The system uses the default values from Manufacturing Values Entry. |
Figure 4-7 Item Branch/Plant Information screen
Description of "Figure 4-7 Item Branch/Plant Information screen"
To enter requirements planning information
On Item Branch/Plant Information
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Access Plant Manufacturing Data.
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On Plant Manufacturing Data, complete the following fields:
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Shrink Factor
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Shrink Factor Method
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To enter lead time information
On Item Branch/Plant Information
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Access Plant Manufacturing Data.
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On Plant Manufacturing Data, complete the following fields:
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Time Basis
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Queue Hours
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Standard Setup Hours
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To enter engineering information
On Item Branch/Plant Information
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Access Plant Manufacturing Data.
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On Plant Manufacturing Data, complete the following fields:
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ECO Reason
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ECO Number
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ECO Date
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Item Revision Level
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| Field | Explanation |
|---|---|
| Shrink Factor | A fixed quantity or percentage that the system uses to determine inventory shrinkage for an item. The system increases the planned order quantity by this amount in MPS/MRP/DRP generation. The shrink factor method you specify for the item determines whether the shrink factor is a percentage or a fixed quantity.
If you are entering a percentage, enter 5% as 5.00 and 50% as 50.00. |
| Shrink Factor Method | A value that determines whether the shrink factor you enter for this item is a percentage or a fixed quantity. Valid values are:
% – Percentage of order or requested quantity F – Fixed amount to be added to quantity |
| Time Basis | A user defined code (system 30, type TB) that identifies the time basis or rate for machine or labor hours entered for any routing step. You can set rates per unit, per 10, per 1000, and so on.
The system uses the values in the Description-2 field on the User Defined Codes form for costing and scheduling calculations. The description is what the code represents, but is not used in calculations. |
| Setup Labor | The standard setup hours you expect to incur in the normal completion of this item. |
| ECO Reason | A code (table 40/CR) that identifies the reason for the engineering change order. |
| ECO Number | The number assigned to an engineering change order. |
| ECO Date | The date of the engineering change order. |
| Item Revision Level | The revision level for an item. If you enter a revision level, verify that the revision level of the routing for an item matches the revision level on the bill of material for the item. |