Placing Stock

Purpose: When you confirm a replenishment, the system transfers the allocated inventory to a the auto-restock location in the 'To' warehouse. You may still need to transfer inventory from the auto-restock location to the actual locations in the warehouse where the items will be stored.

There are two ways of transferring inventory from the auto-restock location:

• You can use the Replenish Warehouses function to place the stock if the replenishment request has been retained (the system retains the request if the Receive restock transfers field for the 'To' warehouse is selected).

• You can place the stock through an inventory transfer (a T transaction) through Performing Inventory Transactions if the Receive restock transfer field for the 'To' warehouse is unselected.

When the replenishment request is retained, the request remains on the Work with Warehouse Replenishment Screen in a C (confirmed) status. The system deletes the replenishment request after all stock replenished through the request is put away through Place stock.

Note: Do not use an inventory transaction to place the stock if the Receive restock transfers field is selected; you must use the Place Stock option in the Replenish Warehouses function to delete the replenishment record.

In this topic:

Placing Stock in the 'To' Warehouse

Warehouse Replenish - Stock Placement Screen

Placing Stock in a Single Location

Multiple Location Stock Placement Screen (New Mode)

Multiple Location Stock Placement Screen in Open mode

Placing Stock in the 'To' Warehouse

Purpose: The confirmed replenishment request specifies the quantity of each item that was transferred to replenish the warehouse. This screen displays the items and quantities that were transferred to the restock location, and allows you to indicate the number of units to place in actual warehouse locations. You can place the item in a single location, or you can split the quantity across multiple locations.

The system does not require you to place all of the inventory in the restock location in actual warehouse locations. Once a partial quantity has been placed, the detail record is removed from the table, even though there may still be inventory in the restock location. For example, if some inventory is damaged in transit, or if the quantity transferred differs from the quantity received, you may not be able to place all of the stock in locations in the 'To' warehouse. In these situations, you must use the Inventory Transactions functions to make any necessary adjustments.

See Placing Stock for an overview.

Note: If the quantity transferred differs from the quantity received, you should alert the 'From' warehouse. An inventory adjustment may need to be processed in the 'From' warehouse also.

Warehouse Replenish - Stock Placement Screen

How to display this screen: Select Place stock for a confirmed replenishment request at the Work with Warehouse Replenishment Screen.

Field

Description

The following two fields are used for placing stock:

To Location

The warehouse location where the item will be placed. The location code you enter must be a valid location for the item in the warehouse. The value *SPLIT indicates that you are placing the item in more than one location.

Alphanumeric, 7 positions; required.

Quantity

The number of units to place in the location. This number cannot exceed the number of units allocated to the warehouse. If you enter a number lower than the allocated quantity and exit the screen, the system will close out the line in the replenishment request.

Numeric, 7 positions; required.

The remaining fields on this screen are used for scanning:

Item

The code representing the item that has been transferred to the warehouse for replenishment.

Alphanumeric, 12 positions; optional.

SKU

The item's unique characteristics, such as its color or size.

SKU) Alphanumeric, three 4-position fields; optional.

Item description

The description associated with the item.

Alphanumeric, 30 positions; display-only.

Cmp (Company)

The company code of the warehouse being replenished. There can be only one company code for each replenishment request.

Numeric, 3 positions.

Whs (Warehouse)

The code of the warehouse being replenished.

Numeric, 3 positions; optional.

Default location

The code of the auto-restock location in the warehouse being replenished. All allocated items were transferred to this location when you confirmed the replenishment request.

Alphanumeric, 7 positions; optional.

Qty

The number of units of the item that were transferred from the 'From' warehouse to the restock location in the 'To' warehouse.

Numeric, 7 positions; optional.

Screen Option

Procedure

Place an item

See Placing Stock in a Single Location.

Split over multiple locations

Select Split over multiple locations for an item to transfer it from the restock location to multiple locations in the warehouse. See the Multiple Location Stock Placement Screen (New Mode).

Note: The system submits the AUTOSTKPLC job each time you exit the screen; see Placing Stock in a Single Location.

Placing Stock in a Single Location

Purpose: You can use the Warehouse Replenish - Stock Placement Screen to transfer an item from the restock location to another location in the warehouse.

The location where the item is placed and the actual amount you transfer are recorded on this screen. The amount transferred could differ from the quantity indicated in the Default qty field if there was an error in the shipment.

If you are transferring the items to more than one location, use the Multiple Location Stock Placement Screen (New Mode) to record the transfer.

Instructions:

1. Enter the code of the location where you are placing the item. There must be a record of the item in this location. The following message indicates if an Item Location record does not exist: Item Location (B020202) does not exist.

2. Enter the number of units to place. The number of units transferred to the location cannot exceed the quantity allocated. The following message indicates: Placement qty (XX) cannot be greater than allocated qty (XX).

3. Continue with the above steps for all items to be placed in a single location, selecting OK to confirm your entries, until all locations and quantities have been entered.

4. Select Exit to process all the transfers you have entered on the screen.

Inventory for the items in the auto-restock location will decrease; inventory for the items in the locations where they are being transferred will increase. The Inventory Transaction History table will be updated with the transfer transactions.

The system deletes the replenishment detail records for the items that were placed. If the full transfer quantity for an item was not placed, additional adjustment transactions will be required to reduce the quantity in the auto-restock location to zero.

• An adjustment transaction will be necessary if the shipment was short units.

• A transfer transaction will be necessary if quantities will be placed in additional locations in the warehouse.

See Performing Inventory Transactions for further information on processing inventory transactions.

Multiple Location Stock Placement Screen (New Mode)

Purpose: Use this screen to transfer an item from the restock location to more than one location in the warehouse. For example, you may transfer an item to more than one location if the full quantity will not fit in a single location, if some if the units are defective, or if you want to place some units in the primary location and some in a bulk location.

How to display this screen: Select Split over multiple locations for an item at the Warehouse Replenish - Stock Placement Screen. The screen is in New mode if you have not yet assigned locations.

Field

Description

To location

The code of the warehouse location where the items will be transferred. The location you enter must be a valid location for the item in the 'To' warehouse.

Alphanumeric, 7 positions; required.

Trans Qty (Transfer quantity)

The number of units of the item to transfer to the location.

Numeric, 7 positions; required.

Instructions:

1. Enter the code of a location where you are placing the item and enter the quantity to transfer.

2. Select OK when you have entered each location and quantity for the item. The following message indicates if an Item Location record does not exist: Item Location (B020202) does not exist.

3. If the quantity you enter exceeds the allocated quantity, a message such as the following indicates: Placement quantity (55) cannot be greater than allocated quantity (50)

4. Continue with the above steps until all locations and quantities have been entered. The location code and transfer quantity will be cleared from the screen when you select OK.

5. Select Change to display the locations and quantities for the item. See Changing Stock Placement Locations later in this book.

6. Select Create to return to the Multiple Location Stock Placement Screen (New Mode) in new mode to add more locations.

7. Select Exit to return to the Warehouse Replenish - Stock Placement Screen. The value *SPLIT will display in the To Location field for the item.

The replenishment detail records for the items that were placed will be deleted from the table. If the full transfer quantity for an item was not placed, additional adjustment transactions will be required to reduce the quantity in the auto-restock location to zero.

• An adjustment transaction will be necessary if the shipment was short units.

• A transfer transaction will be necessary if quantities will be placed in additional locations in the warehouse.

See Performing Inventory Transactions for further information on how to process inventory transactions.

Multiple Location Stock Placement Screen in Open mode

Purpose: Use this screen in Open mode to view or delete transfer quantities and locations that have been entered for the item but not yet processed.

How to display this screen: To view or delete the locations or quantities to place, select Change at Multiple Location Stock Placement Screen (New Mode). The screen is in Open mode, listing the transfer quantities and locations that have been entered for the item. This screen also is in Open mode when you select Split over multiple locations for an item that has *SPLIT in the Location field at the Warehouse Replenish - Stock Placement Screen.

You can delete locations only if you have not yet transferred the item (that is, in the same session).

Instructions: To view or delete a location transfer when you have previously specified multiple locations:

1. Select Create at the Multiple Location Stock Placement Screen in Open mode. The screen is in Open mode listing each location and the transfer quantity.

2. Select Delete for the location transfers you want to delete.

3. Select Create to return to the Multiple Location Stock Placement Screen (New Mode) to continue adding locations.

The replenishment detail records for the items that were placed will be deleted from the table. If the full transfer quantity for an item was not placed, additional adjustment transactions will be required to reduce the quantity in the auto-restock location to zero.

• An adjustment transaction will be necessary if the shipment was short units.

• A transfer transaction will be necessary if quantities will be placed in additional locations in the warehouse.

See Performing Inventory Transactions for further information on how to process inventory transactions.

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