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 chapter:

Reset On-Order PO Quantity Periodic Function

Inventory Extract Periodic Function

Work with Item Warehouse Screen

Create Item Warehouse Screen

Display Item Warehouse Screen

Work with Item Locations Screen

Create Item Location Screen

Change Item Location Screen

Reset On-Order PO Quantity Periodic Function

You can use the PORST periodic function to reset the open PO quantities in the Item Warehouse table based on purchase order detail lines that are open or held, or received into suspense or into a pending putaway warehouse location.

Sample setup: Enter the following at the Create Periodic Function Screen:

• Function: PORST

• Description: PO On Order Reset

• 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, select Functions.

You can also run the on-order reset through the Unlock Purchase Order (MUPO) menu option.

Inventory Extract Periodic Function

Use the Inventory Extract INVEXT periodic function (program name URR0003) to create records in the Inventory Extract table for each item location in your company. You can use the Inventory Extract table 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 table for the item/SKU. This 1 record indicates that the item/SKU does not have any on-hand inventory.

• The location for this inventory extract record is the primary primary location for the item.

• If a primary primary location has not been defined for the item, the location for this inventory extract record is blank.

Note: The “primary primary” location is stored in the Primary location field in the SKU table.

Records remain in the Inventory Extract table until they are downloaded to another system. It is your responsibility to delete the records in the Inventory Extract table. Each time you run the On-Hand by Location Extract program, the system appends records to this table; because of this, duplicate records may exist in the table.

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:

• Select Items for the desired warehouse at the Work with Warehouses Screen.

• Select Warehouse for the item at the Work with Items Screen.

 

Field

Description

Item

The number of the item assigned to the warehouse.

Alphanumeric, 12 positions; optional.

SKU

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 table.

Alphanumeric, three 4-position fields; optional.

On-hand

The number of units of this item across all locations in the warehouse.

Numeric, 7 positions; optional.

On order

The total quantity of this item in this warehouse that is due to be received through purchase orders.

Numeric, 7 positions; optional.

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 the Use Work Order Processing (E37) system control value is selected. See Finished Good Work Order Processing (WWOR).

Numeric, 7 positions; optional.

Reservation freeze

Indicates whether the item or SKU in this warehouse is on hold, or 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.

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. See the Create Item Warehouse Screen for field descriptions.

Delete item warehouse information

Select Delete for 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

Select Display for an Item Warehouse record to advance to the Display Item Warehouse Screen.

Work with locations

Select Locations for an Item Warehouse record to advance to the Work with Item Locations Screen.

Display Pending Put away Details

Select Pend Putaway for an Item Warehouse record to advance to the Display Pending Putaway Details Screen.

Create Item Warehouse Screen

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, select Create.

Field

Description

Item

The item number you are assigning to the warehouse. The item number is validated against the Item/SKU table.

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 tables.

Note: The SKU elements are defined in the System Control Table.

Alphanumeric, three 4-position fields.

Create screen: required, if applicable.

Change screen: display-only.

Reservation freeze

Indicates whether the item or SKU in this warehouse is on hold, or 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 will ignore the item warehouse when determining where inventory should be picked to fulfill an order. See Performing Pick Slip Generation.

• Inventory will not reserve during Order Entry. See Reviewing Reservation Types.

Protected qty

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 selected in the System Control Table.

Numeric, 7 positions; optional.

Min qty

The least amount of inventory on hand for this item/ SKU.

An error message indicates 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.

Protect min/max (Protect minimum and maximum quantities)

This field is not currently implemented.

This field is included only if the Use 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 Minimum/Maximum Quantity (A92) secured feature:

Not authorized to change.

Max qty

The maximum amount of inventory on hand for this item/SKU.

An error message indicates 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.

Economic order qty

The recommended optimum ordering quantity for this item/SKU, based on a set of criteria such as cost. Used for inventory reporting purposes.

Numeric, 7 positions; optional.

Reorder qty

Defines the quantity of this item/ SKU that should be ordered when the item/ SKU reaches the minimum stock level.

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.

This field is included only if the Use Store File (G15) system control value is selected.

An error message indicates 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.

Protect price (Protect current price)

This field is not currently implemented.

This field is included only if the Use 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.

This field is included only if the Use Store File (G15) system control value is selected.

An error message indicates 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.

Display Item Warehouse Screen

To display: Select Display for 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.

Field

Description

Item

The item number assigned to the warehouse.

Alphanumeric, 12 positions.

SKU

The SKU associated with the item.

Alphanumeric, three 4-position fields.

Warehouse

The code and description of the warehouse where the item is located.

Code: Numeric, 3 positions.

Description: Alphanumeric, 30 positions.

Reservation freeze

Indicates whether the item or SKU in the warehouse is on hold, or 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 will ignore the item warehouse when determining where inventory should be picked to fulfill an order. See Performing Pick Slip Generation.

• Inventory will not reserve during Order Entry. See Reviewing Reservation Types.

Economic order qty

The recommended optimum ordering quantity for this item/SKU, based on a set of criteria such as cost. Used for inventory reporting purposes.

Numeric, 7 positions.

Backorder qty

The quantity of the item/SKU in this warehouse that is currently on open orders but not available in your warehouse.

Numeric, 7 positions.

Protected qty

The 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.

Numeric, 7 positions.

Min qty

The least amount of inventory on hand for this item/ SKU.

Numeric, 7 positions.

Max qty

The maximum amount of inventory on hand for this item/SKU.

Numeric, 7 positions.

Reorder qty

Defines the quantity of this item/SKU that should be ordered when the item/ SKU reaches the minimum stock level.

Numeric, 7 positions.

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.

On hand quantity

The number of units of this item in all locations in this warehouse.

Numeric, 7 positions.

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.

S/H reserve qty

The quantity of this item/SKU in this warehouse that is reserved for existing orders and requires special handling. This total increases through immediate, batch, and interactive reservation, and decreases through confirmation or pick void/reprint.

Numeric, 7 positions.

Reserve transfer qty

The quantity of this item/SKU in this warehouse that is set to be transferred to another warehouse through replenishment.

Numeric, 7 positions.

Protect min/max

This field is not currently implemented.

This field is included only if the Use Store File (G15) system control value is selected.

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 table for both SKUed and non-SKUed 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 table 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.

Note: The Display Cost in Inventory (A38) secured feature controls the display of this field.

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.

Units returned

The total number of units returned to this warehouse by customers.

Numeric, 9 positions.

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.

Units sold

The total number of units shipped and billed from this warehouse.

Numeric, 9 positions.

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.

This field is included only if the Use Store File (G15) system control value is selected.

Numeric, 7 positions with a 2-place decimal.

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.

This field is included only if the Use Store File (G15) system control value is selected.

Numeric, 7 positions with a 2-place decimal.

Protect price

This field is not currently implemented.

This field is included only if the Use Store File (G15) system control value is selected.

User field 1

An informational field where you can enter additional item warehouse information.

Alphanumeric, 10 positions.

User field 2

An informational field where you can enter additional item warehouse information.

Alphanumeric, 10 positions.

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, select Locations for an item warehouse.

Field

Description

Location

A code that identifies a location for an item/SKU within the warehouse.

Numeric, 7 positions; optional.

On-hand

The number of units for this item in this location.

Numeric, 7 positions; optional.

Pending

The quantity of an item for which a batch inventory transaction has been entered, but not processed.

A negative quantity in this field indicates 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.

Min

The least amount of units to stock in this location.

Numeric, 7 positions; optional.

Max

The maximum amount of units to stock in this location.

Numeric, 7 positions; optional.

Reservation freeze

Indicates whether the item location or SKU location is frozen.

Valid values are:

Selected = The item/SKU location is frozen.

Unselected = The item/SKU location is not frozen.

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.

Screen Option

Procedure

Create an item location

Select Create to advance to the Create Item Location Screen.

Change an item location

Select Change for an item location to advance to the Change Item Location Screen.

Delete an item location

Select Delete for 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

Select Display for an item location to advance to the Display Item Location Screen. You cannot change any information at this screen. See the Change Item Location Screen for field descriptions.

Create 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 automatically deletes the location when the on-hand quantity reaches zero. Order Management System does 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:

• Select Create at the Work with Item Locations Screen.

• Select Create Loc at the Work with Inventory Transactions Screen

Field

Description

Location

The code representing the area within the warehouse that contains the item or SKU.

An error message indicates if you enter a location whose location class does not match the location class for the item and the Allow Location Class Edit in Inventory Transaction (F86) system control value is selected: 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 table.

Alphanumeric, 7 positions; required.

Reservation freeze

Indicates whether the item location or SKU location is frozen.

Valid values are:

Selected = The item/SKU location is frozen.

Unselected= The item/SKU location is not frozen.

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.

Min qty

The desired least amount of inventory on hand for this item/SKU in this warehouse location.

Numeric, 7 positions; optional.

Max qty

The desired highest amount of inventory on hand for this item or SKU in this warehouse location.

Numeric, 7 positions; optional.

Change Item Location Screen

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: Select Change for an item location at the Work with Item Locations Screen.

See the Create Item Location Screen for the field descriptions not shown below.

Field

Description

On-hand quantity

The number of units of the item in this location.

Alphanumeric, 7 position; display-only.

Pending transfer quantity

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. Reflects an adjustment, transfer, or finished good work order, and is not included in the on-hand quantity.

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.

Placement date

The date when you first placed the item in this location, for example through purchase order receiving, customer returns, transfers, or adjustments.

Numeric, 6 positions (user date format); display-only.

Item transfer pending

Indicates whether an inventory transaction is pending for the item in this location.

For example, the system selects this field if you enter a finished good work order, but do not approve or process the request. See Finished Good Work Order Processing (WWOR).

WH07_08 OMSCS 19.0 December 2019 OHC