Assigning Items to Warehouses

Purpose: Use the Work with Item Warehouse function to indicate the warehouses where you keep an item, and to define information particular to that item/warehouse combination.

In this chapter:

Work with Item Warehouse Screen

Create Item Warehouse Screen

Change Item Warehouse Screen

Work with Item Warehouse Screen

How to display this screen: From the Work with Items Screen:

• for a non-SKU’d item, select Warehouse for the item

• for a SKU’d item, first select SKU for the item to advance to the Work with SKUs Screen, then select Whses for the SKU

Field

Description

Whs (Warehouse)

The warehouse where you keep an item.

Numeric, 3 positions; optional.

Description

The description of the warehouse.

Alphanumeric, 30 positions; optional.

On hand

The number of units of this item across all locations in the warehouse.

Numeric, 7 positions; optional.

On order

The number of units that are due to be received in this warehouse through purchase orders.

Numeric, 7 positions; optional.

Protected

An amount of inventory protected from reservation for this item or SKU across all locations in this warehouse.

The system uses this value to reserve the component items on a finished good work order if Use Work Order Processing (E37) is selected in the System Control table. See Finished Good Work Order Processing (WWOR) for more information on work orders.

Numeric, 7 positions; optional.

Resv Freeze (Reservation freeze)

Indicates whether the item or SKU in this warehouse is frozen. Valid values are:

Yes = The item/SKU warehouse is frozen.

No = The item/SKU warehouse is not frozen.

If an item or SKU warehouse is frozen:

• Pick Slip Generation ignores the item warehouse when determining where inventory should be picked to fulfill an order. See Performing Pick Slip Generation.

• Inventory does not reserve during Order Entry. See Reviewing Reservation Types.

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Screen Option

Procedure

Create an item warehouse record

Select Create to advance to the Create Item Warehouse Screen.

Change item warehouse information

Select Change for an item warehouse record to advance to the Change Item Warehouse Screen.

Delete item warehouse information

Select Delete for an item warehouse record to delete it.

If there are dependent records associated with this warehouse, the system will display a warning message. Deleting this warehouse will also delete the following dependent records:

• Item location

• Item transaction history

• Item transaction summary

• Item warehouse history

Note: You cannot delete an item/warehouse record if there are open orders, quantity on hand, or quantity on order.

Display item warehouse information

Select Display for an item warehouse record to advance to the Display Item Warehouse Screen. You cannot change any information on this screen. See Create Item Warehouse Screen for field descriptions.

Work with item locations

Select Locations for an item warehouse record to advance to the Work with Item Locations Screen. See Creating and Maintaining Item Warehouses.

Work with user defined fields

Select User Field for an item warehouse to advance to the Work with User Fields Screen.

Create Item Warehouse Screen

Purpose: At the Work with Item Warehouse Screen, select Create.

Field

Description

Warehouse

A code that represents a warehouse.

Warehouse codes are defined in and validated against the Warehouse table. See Creating and Maintaining Warehouses (WWHS).

Numeric, 3 positions.

Create screen: required.

Change screen: display-only.

Reservation freeze

Indicates whether the item or SKU in this warehouse is frozen.

Valid values are:

Selected = The item/SKU warehouse is frozen.

Unselected = The item/SKU warehouse is not frozen.

If an item or SKU warehouse is frozen:

• Pick Slip Generation ignores the item warehouse when determining where inventory should be picked to fulfill an order. See Performing Pick Slip Generation.

• Inventory does not reserve during Order Entry. See Reviewing Reservation Types.

Protected qty (Protected quantity)

The unit quantity of this item/SKU protected from reservation. The system does not reserve this inventory except through Working with Interactive Reservation (MIRV), which you might use for large wholesale orders or preferred mail order customers. Protected quantity is included in on-hand quantity. This quantity is also protected from being used to replenish another warehouse.

You cannot enter an amount in this field if the Use Work Order Processing (E37) system control value is selected.

Numeric, 7 positions; optional.

Min qty (Minimum quantity)

The minimum number of units to be kept on hand in the warehouse.

Numeric, 7 positions; optional.

Protect min/max (Protect minimum and maximum quantities)

This field is not currently implemented.

Included only if the Use Store File (G15) system control value is selected.

 

An error message indicates if you try to change this value and you do not have authority to the Maintain Item Warehouse Minimum/Maximum Quantity (A92) secured feature:

Not authorized to change.

Max qty (Maximum quantity)

The maximum number of units to be kept on hand. If you do not specify a reorder quantity (below), the system uses this value to determine the quantity to reorder by subtracting the on-hand quantity from the maximum quantity.

Numeric, 7 positions; optional.

Economic order qty. (Economic order quantity)

The recommended optimum ordering quantity for this item or SKU, based on a set of criteria such as quantity, cost, etc. Used for inventory reporting purposes only.

Numeric, 7 positions; optional.

Reorder qty. (Reorder quantity)

The quantity of this item or SKU that should be replenished when the item or SKU reaches the minimum stock level for the warehouse.

Numeric, 7 positions; optional.

Original retail price

The original price of this item in the retail store. You can use this field to track the original retail price for the item if the warehouse represents a retail store.

Included only if the Use Store File (G15) system control value is selected.

Numeric, 7 positions with a 2-place decimal; optional.

Protect price (Protect current price)

This field is not currently implemented.

Included only if the Use Store File (G15) system control value is selected.

An error message indicates if you try to change this value and you do not have authority to the Maintain Item Warehouse Retail Price (A91) secured feature: Not authorized to change.

Current retail price

The current price of this item in the retail store. You can use this field to track the current retail price for the item if the warehouse represents a retail store.

Included only if the Use Store File (G15) system control value is selected.

Numeric, 7 positions with a 2-place decimal; optional.

User field 1

An informational field where you can enter additional item warehouse information.

Alphanumeric, 10 positions; optional.

User field 2

An informational field where you can enter additional item warehouse information.

Alphanumeric, 10 positions; optional.

Change Item Warehouse Screen

To change: Select Change for a warehouse at the Work with Item Warehouse Screen to advance to the Change Item Warehouse screen. At this screen you can change any information except the Item and Warehouse. See Create Item Warehouse Screen for field descriptions.

Note: You cannot change the Protected quantity field on this screen if you have entered values in the Use Work Order Processing (E37) system control value.

Secured features:

• The system displays the following error message if you try to change the Minimum quantity, Maximum quantity, or Protect minimum/maximum field and you do not have authority to the Maintain Item Warehouse Minimum/Maximum Quantity (A92) secured feature:

Not authorized to change.

• The system displays the following error message if you try to change the Original retail price, Current retail price, or Protect price field and you do not have authority to the Maintain Item Warehouse Retail Price (A91) secured feature:

Not authorized to change.

ME03_05 OROMS 17.0 2018 OTN