Creating and Maintaining Locations (WLOC)

Purpose: Use Work with Locations to create, change, delete or display warehouse locations. Locations are used to identify where merchandise is stored in the warehouse.

Location codes identify a specific storage unit in the warehouse and usually consist of a combination of the warehouse zone, aisle, shelf and bin number where the location is situated. The system provides two methods of defining your location codes:

• You can segregate your location codes into zone, aisle, shelf and bin identifiers with a separate field for each value. This method allows you to perform physical inventories by warehouse zone and aisle and provides for inventory reporting by warehouse zone.

• You can define your location codes using one free form field, with each location code containing from one to seven characters. This method is used when your warehouse is not organized by zones, aisles, shelves and bins.

 

Note: If you use the zone/aisle/shelf/bin structure to define your warehouse locations, Using the Location Generator (MLOC) is also available to create warehouse locations.

In this topic:

Work with Locations Screen

Create Location Screen

Work with Items in Location Screen

Work with Locations Screen

How to display this screen: Enter WLOC in the Fast path field at the top of any menu or select Work with Locations from a menu.

Field

Description

Whs (Warehouse)

A code that identifies the warehouse where the location exists.

Numeric, 3 positions; optional.

Loc (Location)

The code that identifies the location.

Note: In order to properly scan for a location, you must enter a warehouse code in the Warehouse field and a full or partial location in the Location field.

Alphanumeric, 7 positions; optional.

Zne (Zone)

The warehouse zone where the location is situated.

Alphanumeric, 2 positions; optional.

Aisle

The aisle where the location is situated.

Alphanumeric, 2 positions; optional.

Shlf (Shelf)

The shelf where the location is situated.

Alphanumeric, 2 positions; optional.

Bin

The bin where the location is situated.

Alphanumeric, 2 positions; optional.

Loc Type (Location type)

A code identifying the location type.

P = Primary, or main, picking location

S = Secondary location

B = Bulk location

T = Temporary location

Alphanumeric, 1 position; optional.

Hang/Flat

A code indicating how merchandise is stored in the location.

H = Hanging storage

F = Flat storage

O = Other storage type

Alphanumeric, 1 position; optional.

Pck (Pickable)

A code indicating whether inventory in the location can be picked to fulfill consumer orders.

selected = indicates the location is pickable.

unselected = indicates the location is not pickable.

Stock Type

A user-defined code that describes the type of merchandise that can be found in the location.

Note: You must enter the full Stock Type code to scan; partial entry of the code is not allowed.

Alphanumeric, 3 positions; optional.

Frz (Freeze)

Indicates whether the location and its merchandise are frozen. Valid values are:

Yes = The location is frozen.

No = The location not frozen.

If a location is frozen:

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

Suggest Location Placement (MSLO) ignores the location when suggesting where to place stock.

Replenish Warehouses and Replenish Primary Locations do not replenish stock to or from the location.

Frq (Frequency code)

A code that indicates the frequency with which merchandise in the location is picked. Informational only.

Alphanumeric, 1 position; optional.

Cls (Location class)

A code that identifies the location class.

Alphanumeric, 2 positions; optional.

Screen Option

Procedure

Create a new location

Select Create to advance to the Create Location Screen.

Change location information

Select Change for a location to advance to the Change Location Screen. At this screen you can change any information except the warehouse code and the location code. See the Create Location Screen for field descriptions.

Delete location information

Select Delete for a location to delete it.

A message similar to the following indicates if inventory is assigned to the location:

Item Location records exist - cannot delete location (A010101).

Display location information

Select Display for a location to advance to the Display Location Screen. You cannot change any information at this screen. See the Create Location Screen for field descriptions.

Work with items in a location

Select Items for a location to advance to the Work with Items in Location Screen.

Create Location Screen

Purpose: Use this screen to define a location.

How to display this screen: Select Create at the Work with Locations Screen.

Field

Description

Warehouse

The warehouse code where the location is being defined. Warehouse codes are validated against the Warehouse table; see Creating and Maintaining Locations (WLOC).

Numeric, 3 positions.

Create screen: required.

Change screen: display-only.

Location

A user-defined code that represents a warehouse location where merchandise is stored. The warehouse location code can consist of a zone/aisle/shelf/bin combination, or it can be any user-defined code. Locations are required for inventory placement and movement. For example, merchandise is stored and picked from specific locations. The location code prints on pick slips and reports.

Note: If your warehouse locations consist of a warehouse zone, aisle, bin number, and shelf number combination, separate fields are provided for these values. The zone/ aisle/shelf/bin combination must still be entered in this field.

Alphanumeric, 7 positions.

Create screen: required.

Change screen: display-only.

Type

The location type, which determines whether the location is permanent or temporary, and whether merchandise will be replenished to or from the location.

Primary location

The primary, or main locations from which items are picked. An item can be stored in more than one primary location. The system will attempt to keep the primary location fully stocked via the Replenish Primary Locations function.

Secondary location

Secondary locations are generally used for additional storage when the primary location is full.

If a secondary location is pickable, the system will allocate from it when the total order quantity cannot be filled (completely) from a primary location. The system will allocate from both the primary and secondary locations when neither location contains enough stock to fulfill the entire order. Secondary locations can be used to replenish primary locations.

Bulk location

Bulk locations are additional storage locations that are generally used to store case lots or cartons that are not broken up at receiving.

If a bulk location is pickable, the system will allocate from it when the total order quantity cannot be filled (completely) from either a primary or secondary location. The system will allocate from primary, secondary and bulk locations when none of the locations contain enough stock to fulfill the entire order. Bulk locations can be used to replenish primary locations.

Temporary location

Temporary locations are used to place merchandise that you want recognized as received, before a permanent location is assigned. When stock is moved into a temporary location, the system creates an item/location record. When the on-hand in the item/location reaches zero, the system deletes the item/location record.

Note: CWSerenade 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.

Alphanumeric, 1 position; required.

Zne (Zone)

A user-defined code to identify the warehouse zone where the location is situated. Assigning zone codes allows you to perform a physical inventory for selected zones only and provides for inventory analysis reporting by zone. Zone codes are also used to sort pick slips when the Cart Bin Picking method is used.

Alphanumeric, 1 position; optional.

Aisle

A user-defined code to identify the warehouse aisle of the location. Assigning aisle codes allows you to perform a physical inventory for selected zones and aisles.

Numeric, 2 positions; optional.

Shlf (Shelf)

A user-defined code to identify the location's shelf number within the aisle.

Alphanumeric, 2 positions; optional.

Bin

A user-defined code to identify the location's bin number on the shelf.

Alphanumeric, 2 positions; optional.

Hang/Flat

A code indicating how inventory is stored in the location.

Hang = indicates that inventory in the location is hung.

Flat = indicates that inventory in the location is laid flat, or is stored in a conventional manner.

Other = indicates that inventory is stored in the location in some other manner.

Alphanumeric, 1 position; required.

Picking Sequence

A user-defined sequence number which is used during Pick Slip Generation to determine the sort of the Batch Pick Sheet. When picking sequence numbers are not assigned, the system sorts the locations alphabetically by Location code. The picking sequence code is used by all pick slip generation methods.

The system considers the pick sequence number when sorting picks in a batch if the Sort Picks by Pick Sequence (E89) system control value is selected.

Numeric, 7 positions; optional.

Bar code #

A system generated sequence number assigned to the location when it is created. The sequence number prints in bar code format on the bin location labels that can be generated during Receiving Purchase Orders (PORC).

Numeric, 7 positions; display only.

Fill factor

A user-defined percentage value that is used during the Suggest Location Placement program to determine when the location is stocked to capacity. The system evaluates the location capacity entered in the cubic field against the fill factor to determine location's true item capacity.

Example: A location may be considered filled to capacity when 80% of its cubic volume is consumed because of the shape of the items that are stored in it. The cubic volume of a location may be 100 cubic feet, but may hold only eight items that are 10 cubic feet each because the items are spherical in shape. See Suggest Location Placement (MSLO).

Note: The system assumes the fill factor is 100% if this field is left blank.

Alphanumeric, 5 positions with a 2- place decimal; optional.

Pickable location

A code indicating whether inventory can be picked from the location. All other inventory inquiries display pickable and non-pickable quantities.

Selected - indicates that inventory can be picked from the location.

Unselected - indicates that inventory cannot be picked from the location. Bulk locations, or locations where defective merchandise is kept might be defined as non-pickable.

Inventory will be reserved from all locations in the warehouse; if all locations are not pickable, it is possible to reserve more inventory than can be picked. In this situation, one of the following will occur:

• The Pick Slip Generation program will print pick slips for the total quantity that can be obtained from pickable locations. The item number and the quantity that cannot be picked will print on the Stock Allocation Error Report when the Pick Slip Generation program completes.

• Pick slips will be printed for the full reserve quantity using the primary location in the Item table as the picking location. The Let Down Replenishment program will determine the quantity that must be transferred from non-pickable secondary or bulk locations to fulfill the pick slip run and will process an inventory transfer transaction.

Stock type

A user-defined code that describes the type of merchandise that can be found in the location. Examples include DEF (Defective), or RTV (Return to Vendor). This field is informational only.

Alphanumeric, 3 positions; optional.

Freeze

Indicates whether the location and its merchandise are frozen. Valid values are:

Selected = The location is frozen.

Unselected = The location not frozen.

If a location is frozen:

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

Suggest Location Placement (MSLO) ignores the location when suggesting where to place stock.

Replenish Warehouses and Replenish Primary Locations do not replenish stock to or from the location.

Slotting group

The slotting group assigned to the location, identifying the product or family grouping for items that should be located together or be in a specific location. The system uses slotting group as a factor when determining the best location for an item during Generating Slotting Transfer Data (GSLT).

This field displays only if the Item Classification for Slotting Groups (L82) system control value contains a value.

The setting of the Item Classification for Slotting Groups (L82) system control value defines whether you use item category or item class to define slotting groups.

• If set to ITMCAT, you use item category to define slotting groups. If you prompt on the Slotting group field, the system displays the Select Item Category window where you can review and select an item category (slotting group) to assign to the location. Item category codes are defined in and validated against the Item Category table; see Working with Item Category Codes (WITG).

• If set to ITMCLS, you use item class to define slotting groups. If you prompt on the Slotting group field, the system displays the Select Item Class window where you can review and select an item class (slotting group) to assign to the location. Item class codes are defined in and validated against the Item Class table; see Working with Item Classes (WICL).

Alphanumeric, 10 positions; optional.

Class (Location class)

A user-defined code that identifies the type of merchandise that will be placed in the location.

This code is used to restrict the placement of certain item types to specific locations. For example, if the location is defined as a 'Jewelry' location, only items that contain the item type code for 'Jewelry' can be placed in the location. The class code entered is validated against the Location Class table; see Creating and Maintaining Location Classes (WLCL).

If the Allow Location Class Edit in Inventory Transaction (F86) system control value is selected, the system validates the location class defined for the item against the location class defined for the location during inventory transaction processing.

Note: If this field is left blank, only items that have a blank location class can be stored in the location.

Alphanumeric, 2 positions; optional.

Velocity rank

Defines the velocity position of the location. The system uses the velocity rank during Generating Slotting Transfer Data (GSLT) to determine where the top and bottom performing items should be placed.

Valid values:

Rank 1 = The location is part of the golden/hot zone velocity rank where top performing items should be placed.

Rank 2 = The location is part of the second zone velocity rank where items close to top performing should be placed.

Rank 3 = The location is part of the third zone velocity rank where items in between top performing and bottom performing should be placed.

Rank 4 = The location is part of the fourth zone velocity rank where items close to bottom performing should be placed.

Rank 5 = The location is part of the lowest zone velocity rank where bottom performing items should be placed.

• Blank = The location is part of the zone velocity rank where discontinued items should be placed.

Optional.

Capacity

Units

The total number of units that can fit in the location. Suggest Location Placement (MSLO), Replenish Warehouses and Replenish Primary Locations will consider the location filled to capacity when it reaches this number of units.

Numeric, 7 positions; optional.

Weight

The total weight the location can hold, expressed in whole pounds. Suggest Location Placement (MSLO), Replenish Warehouses and Replenish Primary Locations will consider the location filled to capacity when the total weight of the items in the location (Shipping weight in the Item table for non-SKUed items, or Shipping weight in the SKU table for SKUed items) in the reaches this weight.

Numeric, 7 positions with 3-place decimal; optional.

Cubic

The total cubic volume of the location. Suggest Location Placement (MSLO), Replenish Warehouses and Replenish Primary Locations will consider the location filled to capacity when the total cubic volume of the items in the location reaches this value.

The cubic volume can be expressed in any measurement you wish (e.g., inches, feet, meters, etc.) as long as the same measurement is used throughout the system in the Height, Length, Width, and cubic fields. The system calculates the cubic capacity if values are entered in the height, length, and weight fields.

Note: The value in the Fill factor field works in conjunction with this field.

Numeric, 7 positions; optional.

Max SKUs

The maximum number of SKUs that should be stored in this location. This is an informational field that does not restrict placement above this number.

You can use the maximum SKUs setting as a factor when determining the best location for an item during Item Location Slotting.

Numeric, 1 position; optional.

Dimensions

Height

The total height (the distance from the top to the bottom) of the location. The height can be expressed in any measurement you wish (e.g., inches, feet, meters, etc.) as long as the same measurement is used throughout the system in all Height, Length, Width, and Cubic fields.

Numeric, 3 positions; optional.

Length

The total length (the distance from one side to the other) of the location. The length can be expressed in any measurement you wish (e.g., inches, feet, meters, etc.) as long as the same measurement is used throughout the system in all height, length, weight, and cubic fields.

Numeric, 3 positions; optional.

Width

The total width (the distance from the front to the back) of the location. The width can be expressed in any measurement you wish (e.g., inches, feet, meters, etc.) as long as the same measurement is used throughout the system in the height, length, weight, and cubic fields.

Numeric, 3 positions; optional.

Bin type

The type of bin the location uses, such as the location’s physical dimensions.

Bin types are defined in and validated against the Location Bin Type table. See Work with Location Bin Types (WLBT).

You can use bin typye as a factor when determining the best location for an item during Item Location Slotting.

Alphanumeric, 4 positions; optional.

Comment

A user-defined comment about the location.

Alphanumeric, 20 positions; optional.

Work with Items in Location Screen

Purpose: Use this screen to delete an item or SKU location or to display item or SKU information. Essential user-defined and system-updated quantity information is kept at the item/SKU location level.

How to display this screen: Select Items for a location at the Work with Locations Screen.

Field

Description

Item

The code of the item assigned to this warehouse location. You can enter any portion of the code to search for the item.

Alphanumeric, 12 positions; optional.

SKU

The code defining unique item characteristics such as its color, size and width. You can enter any portion of the code to search for the SKU.

Alphanumeric, 14 positions; optional.

On hand quantity

The number of units for the item in this location.

Numeric, 7 positions; display-only.

Printed quantity

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.

Freeze (Reservation freeze flag)

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 Performing 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.

Physical (Physical freeze flag)

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 Y, the item is frozen from any transaction affecting the on-hand quantity in this location, for example receiving, picking, replenishment, and either immediate or batch inventory transaction activity.

The system sets 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.

Pending

Identifies the quantity of the item to be affected by a pending batch inventory transaction or work order.

• A negative pending quantity indicates the quantity is to be removed from the location.

• A positive pending quantity indicates the quantity to be added to the location.

Numeric, 7 positions; display-only.

Option

Procedure

To delete an item location

Select Delete for an item location to delete it. You can not delete an item location if pick slips have been printed; a transfer is pending through a finished good, an interactive or a batch inventory transaction; or if there is an on-hand quantity other than zero. The system displays the following message:

Item location cannot be deleted; On-hand, Transfer, or Printed quantity is not equal to zero.

To display item information

Select Display for an item or SKU location to display the base item information. You advance to the Display Item Screen.

WLOC OROMS 5.0 2018 OTN