Creating and Maintaining Item Warehouses
Purpose: Work with Item Warehouses is used to change, delete, display, or create item warehouse records. An item warehouse record must exist for each item/SKU that is stocked in the warehouse. These records also provide the ability to capture inventory history for each item/SKU in the warehouse.
Item warehouse records are created automatically during item setup using the Work with Items function or the SKU Generator if you specify a warehouse for the item/SKU. Use the Work with Item Warehouse function to assign an item to a warehouse manually, if the item was not stocked in the warehouse at the time of setup.
In this topic:
• Reset On-Order PO Quantity Periodic Function
• Inventory Extract Periodic Function
• Work with Item Warehouse Screen
• Create Item Warehouse Screen
• Change Item Warehouse Screen
• Display Item Warehouse Screen
• Work with Item Locations Screen
• Display Item Location Screen
Reset On-Order PO Quantity Periodic Function
You can define PO_REST as a periodic function which will reset open PO quantities for an item warehouse, using the Working with Periodic Functions (WPER).
Sample setup: Enter the following at the Create Periodic Function Screen:
• Function: PO_REST
• Description: Reset open PO quantities
• Company parameter: Y
• Appl area: ALL
• Program name: OER1018
Add to periodic process: You can, optionally, add this periodic function to a periodic process at the Work with Periodic Processes Screen, using option 7.
Pending warehouse: The Reset On-Order PO Quantity periodic function updates the on order quantity in a pending putaway warehouse, regardless if the "final destination" warehouse is allocatable or non-allocatable. However, this periodic function does not update the on order quantity in a pending transfer warehouse.
Inventory Extract Periodic Function
Use the Inventory Extract INVEXT periodic function (program name URR0003) to create records in the Inventory Extract file for each item location in your company. You can use the Inventory Extract file to determine the on-hand inventory for each item/SKU in your company.
No on-hand quantity: If all of the item locations for an item/SKU have an on-hand quantity equal to or less than zero, the system creates only 1 record in the Inventory Extract file for the item/SKU. This 1 record indicates that the item/SKU does not have any on-hand inventory.
• The location defined for this inventory extract record is the primary primary location defined for the item.
• If a primary primary location has not been defined for the item, the location defined for this inventory extract record is blank.
Note: The “primary primary” location is stored in the Primary loc (Primary location) field in the SKU file.
Interface Staging Library: The system creates records in the Inventory Extract file in the library defined in the Interface Staging Library (I07) system control value. If a library is not defined in the Interface Staging Library (I07) system control value, the system creates the records in the library defined in the Data Base Library (A37) system control value.
Records remain in the Inventory Extract file until they are downloaded to another system. It is your responsibility to delete the records in the Inventory Extract file. Each time you run the On-Hand by Location Extract program, the system appends records to this file; because of this, duplicate records may exist in the file.
Work with Item Warehouse Screen
Purpose: Use this screen to create, change, delete, or display records that define the items that are stocked in the warehouse. An item/warehouse record must exist for each item/SKU in the warehouse.
How to display this screen:
• Enter 23 next to the desired warehouse at the Work with Warehouses Screen.
• Enter 13 next to the item at the Work with Items Screen.
INR0355 DISPLAY Work with Item Warehouse 2/10/00 9:42:22 KAL Co. Warehouse : 40 RETURN TO VENDOR Resv Opt Item COLO STYL SIZE On Hand On Order Protected Freeze
Type options, press Enter. 2=Change 4=Delete 5=Display 20=Locations 23=Pend Putaway
NOLO9SEPBUK 9 6 0 N NONIKV 8 30 9 Y NOIINMENPORY 1 9 0 N NOEINVTEU BLUE SMLL CAPC 5 2 0 N NONIPESJU GRN SMLL CAPC 3 2 0 N NONRNVWKU RED SMLL CAPC 9 3 7 Y NONIHTSWU YELW SMLL CAPC 2 4 0 N ORAPGRS 10 0 0 N PEVDINGIMEM1 20 0 0 N PEVDINGIMEM2 BLUE GRLS SMLL 15 0 0 N +
F3=Exit F6=Create F12=Cancel F21=Print list |
Field |
Description |
Item |
The number of the item assigned to the warehouse. Alphanumeric, 12 positions; optional. |
Clr/Size/Wdth |
The Split SKU codes associated with the item. The three elements (color, size, and width) are used to further identify the item. Note: The SKU elements are defined in the System Control file. You can use the Split SKU method, which allows you to have up to three 4-position SKU fields; or, you can use one 14-position field to define the SKU elements. Alphanumeric, 4 positions each if using the Split SKU, or 14 positions if using the non-split SKU; optional. |
The number of units of this item across all locations in the warehouse. Numeric, 7 positions; optional. |
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The total quantity of this item in this warehouse that is due to be received through purchase orders. Numeric, 7 positions; optional. |
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Protected |
An amount of inventory that cannot be reserved using immediate or batch reservation for this item or SKU across all locations in this warehouse. The system uses this field to reserve the component items on a finished good work order if Use Work Order Processing (E37) is set to Y in the System Control file. See Finished Good Work Order Processing (WWOR). Numeric, 7 positions; optional. |
Resv Freeze (Reservation freeze flag) |
This value indicates whether the item or SKU in this warehouse is on hold, or frozen. Valid values are: Y = The item/SKU warehouse is frozen. N = 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 Introducing Pick Slip Generation. • Inventory does not reserve during Order Entry. See Reviewing Reservation Types. • Replenish Warehouses and Replenish Primary Locations do not replenish stock to or from the locations. Alphanumeric, 1 position; optional. |
Screen Option |
Procedure |
Create an item warehouse record |
Press F6 to advance to the Create Item Warehouse Screen. |
Change item warehouse information |
Enter 2 next to an Item Warehouse record to advance to the Change Item Warehouse Screen. |
Delete item warehouse information |
Enter 4 next to an Item Warehouse to delete it. Note: You cannot delete an item warehouse record if there are any on-hand quantities, open purchase order quantities, or backordered or reserved quantities for the item in the selected warehouse. If there are any Item Location records or Item Warehouse History records associated with this item and warehouse, the system will display a warning message: Deleting this warehouse will also delete any dependent records. |
Display item warehouse information |
Enter 5 next to an Item Warehouse record to advance to the Display Item Warehouse Screen. |
Work with locations |
Enter 20 next to an Item Warehouse record to advance to the Work with Item Locations Screen. |
Display Pending Put away Details |
Enter 23 next to an Item Warehouse record to advance to the Display Pending Putaway Details Screen (Purchase Order View). |
Purpose: Use this screen to create an item warehouse.
The Work with Items function and the SKU generator automatically create Item Warehouse records if you enter a warehouse code, and Item Location records if you enter a location code during item setup. See Creating Item Warehouse/Locations (MIWL).
How to display this screen: At the initial Work with Item Warehouse Screen, press F6.
INR0508 ENTER Create Item Warehouse 5/19/99 11:21:35 KAL Co.
Warehouse : 55 RETAIL STORE WAREHOUSE Item . . . COLO STYL SIZE
Reservation Freeze . . (Y/N)
Protected qty . . . . : Min qty . . . . . . . . Protect Min/Max . N Max qty . . . . . . . . Economic order qty . . Reorder qty . . . . . .
Original retail price . Protect Price . . N Current retail price .
User Field 1 . . . . . User Field 2 . . . . .
F3=Exit F12=Cancel |
Field |
Description |
Item |
The item number you are assigning to the warehouse. The item number is validated against the Item/SKU file. Alphanumeric, 12 positions. Create screen: required. Change screen: display-only. |
Colo/Styl/Size |
The Split SKU codes associated with the item. The three elements (color, style, and size) are used to further identify the item. The SKU codes entered are validated against the SKU files. Note: The SKU elements are defined in the System Control File. You can use the Split SKU method which allows you to have up to three 4-position SKU fields, or you can use one 14-position field to define the SKU elements. Alphanumeric, 4 positions each if using the Split SKU, or 14 positions if using the non-split SKU. Create screen: required, if applicable. Change screen: display-only. |
This value indicates whether the item or SKU in this warehouse is on hold, or frozen. Valid values are: Y = The item/SKU warehouse is frozen. N = The item/SKU warehouse is not frozen. If an item or SKU warehouse is frozen: • Pick Slip Generation will ignore the item warehouse when determining where inventory should be picked to fulfill an order. See Introducing Pick Slip Generation. • Inventory will not reserve during Order Entry. See Reviewing Reservation Types. • Replenish Warehouses and Replenish Primary Locations will not replenish stock to or from the locations. Alphanumeric, 1 position; required. |
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An amount of inventory that cannot be reserved (using immediate or batch reservation) for this item/ SKU across all locations in this warehouse. The system will only use this inventory in Interactive Reservation. You cannot enter an amount in this field if Use Work Order Processing (E37) is set to Y in the System Control File. Numeric, 7 positions; optional. |
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The least amount of inventory on hand for this item/ SKU. This value is used by Replenish Warehouses to determine when inventory should be transferred from one warehouse to another. The system uses the minimum quantity during retail store restock to determine if an item is eligible for restock in the retail store. See Working with Retail Store Restock (WRSR). The system updates the minimum quantity if you enter a new minimum quantity in Working with Item Warehouse Values (WIWV) and the Protect minimum/maximum field is set to N. An error message displays if you try to enter a minimum quantity and you do not have authority to the Maintain Item Warehouse Minimum/Maximum Quantity (A92) secured feature:
Not authorized to change.
Numeric, 7 positions; optional. |
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This value determines if the minimum and maximum quantity defined for the item in this warehouse can be overridden when you define a minimum or maximum quantity in Working with Item Warehouse Values (WIWV). Valid values are: Y = The system does not update the minimum or maximum quantity for the item in this warehouse when you define a new minimum or maximum quantity in Work with Item Warehouse Values, and instead, keeps the existing quantity. N (default) = The system updates the minimum or maximum quantity for the item in this warehouse with the minimum or maximum quantity you defined in Work with Item Warehouse Values. This field displays only if the Use Retail Store File (G15) system control value is set to Y. An error message displays 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. Alphanumeric, 1 position; required. |
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The maximum amount of inventory on hand for this item/SKU. This value is used by the Warehouse Replenishment program to determine when inventory should be transferred from one warehouse to another. The system uses the maximum quantity during retail store restock to determine the restock order quantity for this item in the retail store. See Working with Retail Store Restock (WRSR). The system updates the maximum quantity if you enter a new maximum quantity in Working with Item Warehouse Values (WIWV) and the Protect minimum/maximum field is set to N. An error message displays if you try to enter a maximum quantity and you do not have authority to the Maintain Item Warehouse Minimum/Maximum Quantity (A92) secured feature: Not authorized to change. Numeric, 7 positions; optional. |
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The recommended optimum ordering quantity for this item/SKU, based on a set of criteria such as cost. This value is used for inventory reporting purposes. Numeric, 7 positions; optional. |
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Defines the quantity of this item/ SKU that should be ordered when the item/ SKU reaches the minimum stock level. Used in Replenish Warehouses to replenish the warehouse. Numeric, 7 positions; optional. |
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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. This field displays only if the Use Retail Store File (G15) system control value is set to Y. An error message displays if you try to enter a price and you do not have authority to the Maintain Item Warehouse Retail Price (A91) secured feature: Not authorized to change. Numeric, 7 positions with a 2-place decimal; optional. |
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This value determines if the current retail price defined for the item in this warehouse can be overridden when you define a current retail price in Working with Item Warehouse Values (WIWV). Valid values are: Y = The system does not update the price defined in the Current retail price field when you define a new retail price in Work with Warehouse Values, and instead, keeps the existing price. N (default) = The system updates the price defined in the Current retail price field with the retail price you defined in Work with Warehouse Values. This field only displays if the Use Retail Store File (G15) system control value is set to Y. An error message displays 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. Alphanumeric, 1 position; required. |
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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. The system updates the current retail price if you enter a new retail price in Working with Item Warehouse Values (WIWV) and the Protect price field is set to N. This field only displays if the Use Retail Store File (G15) system control value is set to Y. An error message displays if you try to enter a price and you do not have authority to the Maintain Item Warehouse Retail Price (A91) secured feature: Not authorized to change. 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. |
To change: Enter 2 next to an item warehouse at the Work with Item Warehouse Screen to advance to the Change Item Warehouse screen. See Create Item Warehouse Screen for field descriptions.
To display: Enter 5 next to an item warehouse at the Work with Item Warehouse Screen to advance to the Display Item Warehouse screen. You cannot change any fields on this screen. Each additional field not described under the Create Item Warehouse Screen is described below.
INR0111 DISPLAY Display Item Warehouse 10/14/03 15:12:53 Sarah`s Kitchen Supply Item . . : CP10000 DELUXE COFFEE POT SKU . . . : Warehouse : 10 THE MAIN WAREHOUSE
Reservation Freeze . : N (Y/N) Economic order qty . : Backorder qty . . . : Protected qty . . . . : Min qty . . . . . . . : 1 Reorder qty . . . . : Max qty . . . . . . . : 99999 Reserve qty . . . . : 6 On hand qty . . . . . : 99 S/H reserve qty . . : On order qty . . . . : 620 Reserve transfer qty : Protect Min/Max . . . : N TO-DATE: Cost of goods . : 498.31 Picks generated . . : Dollars returned : 492.50 Units returned . . : 64 Dollars sold . . : 1186.50 Units sold . . . . : 102 Original retail price : User Field 1 . . . : Current retail price : User Field 2 . . . : Protect Price . . . . : N
F3=Exit F12=Cancel |
Field |
Description |
Backorder quantity |
The quantity of the item/SKU in this warehouse that is currently on open orders but not available in your warehouse. Numeric, 7 positions; display-only. |
Reserve quantity |
The quantity of this item/SKU in this warehouse that is reserved for existing orders. This total increases through immediate, batch, and interactive reservation, and decreases through confirmation or pick void/reprint. Numeric, 7 positions; display-only. |
On hand quantity |
The number of units of this item in all locations in this warehouse. Numeric, 7 positions; display-only. |
On order quantity |
The total quantity of this item in this warehouse that is due to be received on open purchase orders. This quantity increases when you enter a purchase order and decreases when you receive a purchase order. If you receive purchase orders into suspense, the suspended quantity remains in this total until you place the suspended stock. Numeric, 7 positions; display-only. |
Cost of goods |
The total cost of units shipped from this warehouse. The Costing Method (A25) system control value controls how the system determines the cost of an item. Average Cost: If you use average costing, this is the unit cost of the item. The system uses the Average cost from the SKU file for both SKU’ed and non-SKU’ed items. Standard Cost: If you use standard costing, this is the unit cost of the item. The system uses the Standard cost from the SKU file for both SKUed and non-SKUed items. FIFO Cost: If you use FIFO costing, this is the extended cost of all units. In FIFO costing, a single transaction may derive unit costs from more than one FIFO cost layer, making it impossible to display a single unit cost on this screen. Numeric, 10 positions with a four-place decimal. |
Picks generated |
This field is not currently implemented. |
Dollars returned |
The total dollar value of units returned to this warehouse, based on the actual selling price of each unit. Numeric, 11 positions with a 2-place decimal; display-only. |
Units returned |
The total number of units returned to this warehouse by customers. Numeric, 9 positions; display-only. |
Dollars sold |
The total dollar value of units shipped and billed from this warehouse, based on the actual selling price of each unit. Numeric, 11 positions with a 2-place decimal; display-only. |
Units sold |
The total number of units shipped and billed from this warehouse. Numeric, 9 positions; display-only. |
Work with Item Locations Screen
Purpose: Use this screen to create, change, delete, or display a location for an item/SKU within a warehouse. Essential user-defined and system-updated quantity information is kept at the item/SKU location level.
How to display this screen: At the Work with Item Warehouse Screen, enter 20 next to an item warehouse.
INR0400 DISPLAY Work with Item Locations 2/10/00 10:13:03 KAL Co. Item . . : ITXM BROWN STUFFED BEAR SKU . . . : Warehouse : 40 RETURN TO VENDOR ------ Q U A N T I T Y ------- Opt Location On Hand Pending Min Max Last Resrva Physical Freeze
Type options, press Enter. 2=Change 4=Delete 5=Display
A010101 25026 50 50000 N B010101 20 25 500 N D010101 5 100 N
F3=Exit F6=Create F12=Cancel F21=Print list |
Field |
Description |
Location |
A code that identifies a location for an item/SKU within the warehouse. Numeric, 7 positions; optional. |
The number of units for this item in this location. Numeric, 7 positions; optional. |
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The quantity of an item for which a batch inventory transaction has been entered, but not processed. A negative quantity displays in this field for component items picked from this location for a finished good work order. This field is cleared once you process the work order. See Finished Good Work Order Processing (WWOR). Numeric, 7 positions; optional. |
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The least amount of units to stock in this location. See Replenish Primary Locations Overview for more information on how the system uses the minimum quantity during primary location replenishment. Numeric, 7 positions; optional. |
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Max |
The maximum amount of units to stock in this location. See Replenish Primary Locations Overview for more information on how the system uses the maximum quantity during primary location replenishment. Numeric, 7 positions; optional. |
The last physical inventory date for this item in this location. Numeric, 6 positions; optional. |
|
Resrva Freeze (Reservation freeze flag) |
This value indicates whether the item location or SKU location is frozen. Valid values are: Y = The item/SKU location is frozen. N = The item/SKU location is not frozen. If a location is frozen, Replenish Warehouses and Replenish Primary Locations do not replenish stock to or from the location, and Pick Slip Generation does not print picks. See Introducing Pick Slip Generation. Note: Even though a pick slip does not print for an item from a frozen item location, the system still reserves the item on the Order Lines Fields in Order Entry. Alphanumeric, 1 position; required. |
Screen Option |
Procedure |
Create an item location |
Press F6 to advance to the Create Item Location Screen. |
Change an item location |
Enter 2 next to an item location to advance to the Change Item Location Screen. |
Delete an item location |
Enter 4 next to an item location to delete it. Note: The system will prevent you from deleting Item Locations if the quantity on-hand for the item in this location is greater than zero, or if there are any pending Inventory Transactions for the item in this location. |
Display an item location |
Enter 5 next to an item location to advance to the Display Item Location Screen. |
Purpose: Use this screen to create an item location.
Temporary location: If the item is assigned to a temporary location, the system will automatically delete the location when the on-hand quantity reaches zero. CWDirect will not allocate merchandise from a temporary location even if the location is defined as pickable. In order to allocate stock, you must move the merchandise to a non-temporary, pickable location.
How to display this screen: At the Work with Item Locations Screen, press F6.
INR0410 ENTER Create Item Location 2/10/00 10:28:09 KAL Co.
Item . . . . . . . : ITEM A POPULAR ITEM SKU . . . . . . . : Warehouse . . . . : 40 RETURN TO VENDOR Location . . . . . . Reservation Freeze . (Y,N) Min qty . . . . . . Max qty . . . . . .
F3=Exit F6=Create F12=Cancel |
Field |
Description |
Location |
The code representing the area within the warehouse that contains the item or SKU. An error message displays if you enter a location whose location class does not match the location class defined for the item and the Allow Location Class Edit in Inventory Transaction (F86) system control value is set to Y or blank: Item is not compatible with Location. Typically the location code is composed of a single alphanumeric character for Zone, and two numbers each for Aisle, Shelf, and Bin. For instance, the location A010201 indicates: Zone Aisle Shelf Bin A 01 02 01 Free-form location codes can also be used. The location code entered is validated against the Location file. Alphanumeric, 7 positions; required. |
This value indicates whether the item location or SKU location is frozen. Valid values are: Y = The item/SKU location is frozen. N = The item/SKU location is not frozen. If a location is frozen, Replenish Warehouses and Replenish Primary Locations do not replenish stock to or from the location, and Pick Slip Generation does not print picks. See Introducing Pick Slip Generation. Note: Even though a pick slip does not print for an item from a frozen item location, the system still reserves the item on the Order Lines Fields in Order Entry. Alphanumeric, 1 position; required. |
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The desired least amount of inventory on hand for this item/SKU in this warehouse location. See Replenish Primary Locations Overview for more information on how the system uses the minimum quantity during primary location replenishment. Numeric, 7 positions; optional. |
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The desired highest amount of inventory on hand for this item or SKU in this warehouse location. See Replenish Primary Locations Overview for more information on how the system uses the maximum quantity during primary location replenishment. Numeric, 7 positions; optional. |
Purpose: Use this screen to change the item location’s reservation freeze status, minimum quantity and maximum quantity, and to view inventory transaction information.
How to display this screen: Enter 2 next to an item location at the Work with Item Locations Screen.
INR0401 CHANGE Change Item Location 9/26/00 11:09:38 KAB Co.
Item . . . . . . . : ITEM A POPULAR ITEM SKU . . . . . . . : Warehouse . . . . : 40 WAREHOUSE 40 Location . . . . . : A010101
Reservation Freeze . N (Y/N) Physical freeze : N (Y/N) Min qty . . . . . . Max qty . . . . .
On hand qty . . . : 25085 Pending trans qty : 100- Printed qty . . . : 419
Placement date . . : 3/31/98 Last physical date : 5/14/99
Item trans pending : Y (Y/N)
F3=Exit F12=Cancel |
See the Create Item Location Screen for the field descriptions not shown below.
Field |
Description |
This system-updated flag indicates whether the item or SKU location is currently being counted in a physical inventory. Valid values are: Y = A physical inventory is being performed on the item location. N = A physical inventory is not being performed on the item location. If this flag is set to Y, the item is frozen from any transaction affecting the on-hand quantity in this location, such as receiving, picking, replenishment, and either immediate or batch inventory transaction activity. The system resets this flag to N when you perform the physical inventory update. In situations where the flag is not reset (for example, if there was an inventory transaction error), you can use Resetting the Freeze Flags (RPFF) to unfreeze the item location. Alphanumeric, 1 position; display-only. |
|
On-hand quantity |
The number of units of the item in this location. Alphanumeric, 7 position; display-only. |
The quantity of an item for which an inventory transaction has been entered, but not processed. A positive quantity reflects that inventory is in the process of being transferred to this location while a negative quantity indicates inventory is in the process of being transferred from this location. This value reflects an adjustment, transfer, or finished good work order, and is not included in the on-hand quantity. See Working with Inventory Transactions in Batch Mode (WITB) or Warehousing, Finished Good Work Order Processing (WWOR). Numeric, 7 positions; display-only. |
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The number of units currently “allocated” for the item in this location, determined by the total quantity of the item on printed pick slips. When determining the locations from which to reserve items during pick slip generation, the printed quantity is subtracted from the on-hand quantity in the location to determine the quantity available for reservation. Numeric, 7 positions; display-only. |
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The date when you first placed the item in this location, for example through purchase order receiving, customer returns, physical inventory, transfers, or adjustments. Numeric, 6 positions (MMDDYY format); display-only. |
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Last physical date |
The last physical inventory date for this item in this location. Numeric, 6 positions (MMDDYY format); display-only. |
This value indicates whether an inventory transaction is pending for the item in this location. For example, the system sets this field to Y if you enter a batch inventory transaction, like an adjustment, or a finished good work order, but do not approve or process the request. See Working with Inventory Transactions in Batch Mode (WITB) or Warehousing, Finished Good Work Order Processing (WWOR). If you perform a physical inventory and this field is set to Y, the item location will be excluded from the physical. Alphanumeric, 1 position; display-only. |
To display: Enter 5 next to an item location at the Work with Item Locations Screen to advance to the Display Item Location screen. You cannot change any information on this screen. See Create Item Location Screen for field descriptions.
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