Create Location/Item Location/Item Warehouse from PI Upload (F09)

Purpose: Use this screen to define whether to create Location, Item Location, and Item Warehouse records when you upload a physical inventory count from an external system if these records do not already exist.

Yes/no field: Select this field if you want the system to create Location, Item Location, and Item Warehouse records if they do not already exist in your warehouse.

RF Physical Inventory: If you use RF Physical Inventory to perform a physical inventory count using an RF gun, the system allows you to create a new record in the physical inventory batch if this system control value is selected. In addition, the system creates a new Item Location, Item Warehouse, or LPN record if it does not already exist. However, you cannot create a new Location record in RF Physical Inventory.

About physical inventory upload: When you are running a physical inventory, you have the option of entering counts interactively through CWSerenade, or uploading records in the Physical Inventory Upload table. This second option might be your choice if you use an external service to count inventory. See Uploading Physical Counts (MPIU).

Why create new records? When you upload physical inventory count information, it is possible that you might not have a record of a particular item in a certain location in your warehouse; you might not even have a record of that location in your warehouse at all. However, the upload table might indicate that you have a quantity of that item on-hand in that location. In this case, you have the option of creating the appropriate Location, Item Location, and Item Warehouse records.

Why do you need defaults? When the physical inventory upload process creates these new records, you do not have an opportunity to indicate the settings to use for any of the required fields. For this reason, you can use the Default Options table to store default settings for the system to use when creating the records. Once the records are created, you can change the records from the defaulted values when necessary.

Leave this field unselected if you do not want to create new records as a result of the physical inventory upload. When you upload counts that contain locations that do not exist in your warehouse, they will be flagged as errors.

For more information:

• See Physical Inventory Overview for complete information on the system control values that affect whether you can create records through the physical inventory upload and a complete overview of the process.

• See Working with Default Options (WDFT) for more information on working with the Default Options table and on the process you use to create the defaults.