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 topic:
• Work with Item Warehouse Screen
• Create Item Warehouse Screen
• Change Item Warehouse Screen
• Enter Serial Numbers Screen (Performing a Count)
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. |
The number of units that are due to be received in this warehouse through purchase orders. Numeric, 7 positions; optional. |
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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. • Replenish Warehouses and Replenish Primary Locations do not replenish stock to or from the location. |
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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 • Physical inventory 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. |
Perform a serial number count |
Select Serial # Count for an item warehouse record to advance to the Enter Serial Numbers Screen (Performing a Count). |
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. |
Purpose: At the Work with Item Warehouse Screen, select Create.
Field |
Description |
Warehouse |
A code that represents a warehouse or retail store. 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. |
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. • Replenish Warehouses and Replenish Primary Locations do not replenish stock to or from the location. |
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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. |
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Min qty (Minimum quantity) |
The minimum number of units to be kept on hand in the warehouse. When the on-hand quantity falls below this amount, the item is eligible for replenishment through standard warehouse replenishment. The system updates the minimum quantity if you enter a new minimum quantity in Work with Item Warehouse Values and the Protect minimum/maximum field is unselected. See Working with Item Warehouse Values (WIWV). Numeric, 7 positions; optional. |
Protect min/max (Protect minimum and maximum quantities) |
Indicates whether the system overrides the minimum or maximum quantity when you change the minimum or maximum quantity in Working with Item Warehouse Values (WIWV). Valid values are: • Selected = The system does not update the minimum or maximum quantity when you define a new minimum or maximum quantity in Work with Item Warehouse Values, and instead, keeps the existing quantity. • Unselected (default) = The system updates the minimum or maximum quantity with the minimum or maximum quantity you defined in Work with Item Warehouse Values. Included only if the Use Retail Store File (G15) system control value is selected. |
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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. 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 unselected. 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. Used in Replenish Warehouses. 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 Retail Store File (G15) system control value is selected. Numeric, 7 positions with a 2-place decimal; optional. |
Protect price (Protect current price) |
Indicates whether the system overrides the price from the Current retail price field when you change the retail price in Working with Item Warehouse Values (WIWV). Valid values are: • Selected = The system does not update the price from the Current retail price field when you define a new retail price in Work with Item Warehouse Values, and instead, keeps the existing price. • Unselected (default) = The system updates the price from the Current retail price field with the retail price you defined in Work with Item Warehouse Values. Included only if the Use Retail 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. 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 unselected. Included only if the Use Retail 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. |
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.
Enter Serial Numbers Screen (Performing a Count)
Purpose: Use this screen to enter each serial number currently on-hand for an item or SKU in a warehouse. You might use this screen if you believe that the serial number records for an item or SKU are inaccurate, or if you have just turned on serial number tracking for the item and need to create the serial number records. When you complete this screen, the system updates the serial number records for this item or SKU, creating new records or flagging unentered serial numbers as unavailable, as appropriate.
Before entering a count: Before entering a serial number count, you should make sure that any pending transactions against any unit of the serial numbered item is complete, including any shipments in the process of confirmation, warehouse transfers, and so on. Taking this step will help prevent potential errors.
Additional information: You can also use the Work with Serial Numbers Screen, available through selecting Serial Numbers at the Work with Items Screen or Ser Nbrs at the Work with SKUs Screen, to create, change, or delete serial number records individually. Or, use Resetting Serial Numbers (RSER) to replace previously created serial numbers.
Screens related to serial numbers are available only for items whose Serial number field is selected.
See the Work with Serial Numbers Screen for an overview of how serial numbers are tracked through the system.
How to display this screen: Select Serial Nbrs for a warehouse at the Work with Item Warehouse Screen. (Note: this option is available only through the Work with Items/SKUs menu option (fast path = MITM), and only for items set up for serial number processing.)
Field |
Description |
Item |
The item code and SKU, if any, for which you are entering a serial number count. Item code: alphanumeric, 12 positions; display-only. SKU: alphanumeric, three 4-position fields; display-only. |
Qty (Quantity) |
The total unit quantity of the item or SKU in the warehouse indicated. The screen provides a field for entry of a serial number for each unit on hand. Numeric, 7 positions; display-only. |
Whs (Warehouse) |
The code representing the warehouse where the item or SKU is kept. Numeric, 3 positions; display-only. |
Serial # |
The serial number(s) of each unit of the item or SKU in the warehouse indicated. This screen provides a field for entry of a serial number for each unit on hand. Alphanumeric, 20 positions each field; required. |
Instructions: To complete a serial number count:
1. Enter the serial number for each unit of the item in the warehouse indicated in each field provided.
2. When you have completed each serial number field on the screen, select OK. The system highlights any serial number fields that are not complete. Complete any fields and select OK again.
3. Select Accept to submit the serial number count; otherwise, select Exit to cancel. If you select Accept, the confirm accept window opens:
4. Select OK to confirm; otherwise, select Exit to cancel.
Serial number updates: When you process the serial number count, the system updates the serial number records for the item in the warehouse as follows:
• If you entered a serial number that already existed:
• if the serial number was on-hand, with a status of received (R) or customer return (C), there is no change.
• if this was a serial number that you had previously recorded as being not on hand, with a status of returned to vendor (V), not on-hand (D), or shipped (S), the status of the serial number is changed to received (R), which makes it eligible for shipment, transfer, and so on. In addition, the system changes the warehouse code of the serial number to match the warehouse where you are currently working, if necessary. (Note: If the serial number is currently in use (status of U) because of a pending shipment, transfer, etc., the system does not change the serial number.)
• If you entered a serial number that did not already exist, the system creates a new serial number record for the item in the warehouse. The serial number will have a status of received (R), which makes it eligible for shipment, transfer, and so on, and the Receipt date will contain the date of the serial number count; however, there will be no purchase order associated with the serial number.
• If you did not enter a serial number that existed previously:
• if this was a serial number that you had previously recorded as being not on hand, with a status of returned to vendor (V), did not exist (Z), not on-hand (D), or shipped (S), there is no change to the serial number record.
• if this was a serial number that you had recorded as being on-hand, with a status of received (R) or customer return (C), the status of the serial number changes to not on-hand (D), and the Not on-hand date will contain the date of the serial number count.
• If you enter a serial number that exists in a different warehouse: the warehouse code changes to reflect the warehouse where you are performing the serial number count.
