12 Warehousing

• Performing Inventory Transactions
• Transaction History
• Inventory Transaction Setup
• Item Where Used
• Purchase Order Receipts
• Managing Warehouses
• Docking Purchase Orders
• Warehouse Management Integration

Performing Inventory Transactions

Topics in this part: This part describes how to perform inventory transactions.

• Working with Inventory Transactions (WITI) tells you how to perform transactions which change inventory immediately.
• Working with Inventory Transaction Errors (WITE) allows you to review all of the errors that have occurred while performing inventory transactions.
• Finished Good Work Order Processing (WWOR) allows you to reserve component items while you assemble a finished good.

Working with Inventory Transactions (WITI)

Purpose: Use the Work with Inventory Transactions/Immediate menu option to enter transactions that should update inventory immediately. While your company can create additional transaction types, inventory transactions typically include:

• Adjusting an item quantity (such as the on-hand balance, because the item has been damaged)
• Returning an item to the vendor
• Transferring items between warehouses
• Transferring items between locations
• Converting inventory for an existing item to a different existing item
• Increasing the quantity of a finished good and decreasing the quantity of its component parts

Inventory transaction codes and reasons: There are two types of codes used during inventory transactions: inventory transaction codes and inventory transaction reason codes. Both are created by your System Administrator according to your company's needs.

Inventory Transaction codes tell the system:

• whether the transaction has a positive (+) or negative (-) effect on inventory
• the General Ledger account number to updated as a result of this transaction
• whether a reason code is required

Certain inventory transaction codes that are delivered with the system are available for batch inventory transactions. You can also create your own codes. You cannot delete the system-delivered codes; however, you can change the General Ledger account associated with a code, or whether a reason code is required.

The table below lists the system-supplied codes.

Code	Description	Effect on Inventory Levels
A	Adjustment	Increases on-hand if you enter a positive quantity. Decreases on-hand amount if you enter a negative quantity.
G	Item to Item Transfer	Increases on-hand amount of the target item. Decreases on-hand amount of the source item.
M	Make Up Set	Increases on-hand amount for the finished good item. Decreases on-hand amount for the components.
T	Transfer	Increases on-hand amount in the target warehouse/location. Decreases on-hand amount in the source warehouse/location.
V	Return to Vendor	Decreases on-hand amount if you enter a positive quantity. Increases on-hand amount if you enter a negative quantity.
O	On Hand	Overrides on-hand amount to the amount you entered.

Transaction reason codes describe why a specific transaction is being performed. You can establish these codes through the Work with Inventory Transaction Reasons menu option. You can specify whether a reason is required for each inventory transaction type.

In this topic:

• Work with Inventory Transactions Screen
• Enter To Location Window (Inventory Transfers)
• Warehouse Selection Screen
• Select Item Location Screen
• Item to Item Transfers Window
• Transfer Item’s Primary Location Screen
  • Pick Locations Exist Window
• Create Item Location for Transfer Screen
• Perform Location Transfer - Non Primary Screen
• Perform Whs to Whs Location Transfer - Non Primary Screen

Work with Inventory Transactions Screen

Purpose: Use this screen to update inventory immediately.

How to display this screen: Enter WITI in the Fast path field at the top of any menu or select Work with Inventory Transactions/Immediate from a menu.

Field	Description
Code	A code to identify the type of transaction. These codes are validated against the Inventory Transaction Code table. You can define your own codes in addition to using the following system-supplied codes: A = Adjustment G = Item to item transfer M = Make up finished good T = Transfer V = Return to vendor O = On-hand Alphanumeric, 1 position, required.
Item	A code for a unit of inventory. Item codes are defined in and validated against the Item table. Alphanumeric, 12 positions; optional.
Item description (Unlabeled field below the item)	The description associated with the item. This field is included if the Display Item Description (D45) system control value is selected. Alphanumeric, 120 positions; display-only.
SKU (Stock keeping unit)	The item's unique characteristics, such as its size and color. SKU codes are defined in and validated against the SKU table. Alphanumeric, three 4-position fields; required if the item has SKU's.
Quantity	The amount of inventory that this transaction affects. For adjustments (A code), you can enter a negative or positive quantity. To enter a negative quantity, enter the minus sign before the quantity. Note: You cannot enter a transaction that will make the on-hand quantity negative. Numeric, 8 positions; required.
Whs (Warehouse)	A code for the warehouse that contains the item. Warehouse codes are defined in and validated against the Warehouse table; see Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions, required.
Location	The code for the area within the warehouse that contains the item. The location code is validated against the Location table and the Item Location table. If the item location specified does not exist, you can create it by selecting Create Loc and advancing to the Create Item Location Screen. Select OK to display a default location, determined by the following system control values: Default Primary Location (C05): defines whether the primary location from the SKU table defaults. Default Primary Location from an Item Warehouse (G06): defines whether a primary location for the item in the specified warehouse defaults; in this case the system will default the first primary location, in alphanumeric order, for the item in the specified warehouse. If both system control values are selected, the item warehouse location for the receiving warehouse will override the item's primary location from the SKU table. If the system cannot find a primary location for an item in the specified warehouse, the following message indicates: No Default Location was found. Please enter a Location. The following message indicates that you entered 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. Click on the arrow in the field to display item location information for the item in the warehouse you have specified in the Warehouse field: 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 Alphanumeric, 7 positions; required.
Reason	A code that represents a reason to perform an inventory transaction. These codes are defined in and validated against the Transaction Reason Code table. The reason could be damaged, inventory miscount, etc. The reason code will be required if you are using an inventory transaction code with the Reason required field selected. Numeric, 2 positions; may be required depending on the type of transaction.
ID#	The identification number or text associated with this inventory transaction record. This number appears in Item Transaction History. Note: The system assigns an ID number for item to item transfers (transaction code = G); you cannot enter any information in this field for this transaction type. If you accept a transaction (select OK) with an ID # specified, the number or text defaults for the following transactions, but you can override it. Alphanumeric, 10 positions; optional.
PO#	The system validates that the item for the transaction appears on the purchase order whose number you enter; otherwise, it displays an error message. You can enter a purchase order number only for an adjustment (A) transaction, and only if you have the proper authority. Authority to this field is controlled by the Allow Entry of PO Number in Inventory Transactions (A86) secured feature. Numeric, 7 positions; optional.
On Hand
Old	The quantity of the item in this warehouse and location before processing the transaction. Numeric, 7 positions; display-only.
New	The quantity of the item in this warehouse and location after processing the transaction. Numeric, 7 positions; display-only.

Instructions:

1. Complete the necessary fields. If the designated location does not exist, the system prompts you to create it by selecting Create Loc.
2. When completing the process, the transaction you entered is indicated on this screen. Inventory has been updated in the item/warehouse and item/location records. You can perform another inventory transaction or select Exit to return to the previous screen.

Note:

When performing an inventory transaction with a G, M, or T transaction code, at least two transactions are performed: a transaction for the “from” location and a transaction for the “to” location. See Display Inventory Transaction History (DITH).

Code	Description	Inventory Transaction process
A	Adjustment	The transaction is indicated on this screen.
G	Item to Item Transfer	You advance to the Item to Item Transfers Window.
M	Make Up Set	You advance to the Work with Kit Makeup Screen. If you want to take a component item out of more than one location, you advance to the Create Kit Makeup Location Screen.
T	Transfer	You advance to the Enter To Location Window (Inventory Transfers). You advance to the Warehouse Selection Screen if you need to select an item warehouse, or the Select Item Location Screen if you need to select an item location. You advance to the Create Item Location for Transfer Screen if you need to create an item location.
V	Return to Vendor	The transaction is indicated on this screen.
O	On-hand	The transaction is indicated on this screen.

Serial numbers: If the transaction affects the total on-hand quantity for a serial numbered item in your warehouse, you advance to the Enter Serial Number screen.

Screen Option	Procedure
Create an item location if there is no record of the item in the designated location	Select Create Loc to advance to the Create Item Location Screen. This option is available only after you have attempted to enter a transaction and the system has displayed an error message such as Location (PRIM2 ) specified for this item does not exist; click "Create Loc" button to create.
Change an item's primary location	Select Primary Transfers to advance to the Transfer Item’s Primary Location Screen.
Transfer all of the items in one non-primary location to another non-primary location	Select Location Transfers to advance to the Perform Location Transfer - Non Primary Screen.

Enter To Location Window (Inventory Transfers)

Purpose: Use this window to enter a target location when you process an inventory transfer (inventory transaction code = T).

How to display this screen: Enter valid information for an inventory transfer at the Work with Inventory Transactions Screen.

Completing this window:

1. Enter the code of an alternate company in the company (Cmp) field if you are working in a multi-company environment and are transferring stock to another company. The company code is a three-position, numeric field, defined in the company table; the code of your current company defaults in this field. See Working with Companies (WCMP).

2. Enter the code of the target warehouse and location. See Work with Inventory Transactions Screen for field descriptions.

   • You can prompt on the Warehouse field to advance to the Warehouse Selection Screen, where you can select an existing item warehouse or create a new item warehouse record.
   • You can prompt on the Location field to advance to the Select Item Location Screen, where you can select an existing item location. If you would like to create a new item location record, enter the location code in the Location field and select OK to advance to the Create Item Location for Transfer Screen, where you can create the item location record.

3. Select OK.

   • If you did not define a warehouse, the system advances you to the Warehouse Selection Screen, where you can select an item warehouse or create a new item warehouse record.
   • If you did not define a location, the system advances you to the Select Item Location Screen, where you can select an existing item location. If you would like to create a new item location record, enter the location code in the Location field and select OK to advance to the Create Item Location for Transfer Screen, where you can create the item location record.

The system processes the transfer and returns to the Work with Inventory Transactions Screen. The transfer you just entered appears on the screen.

Serial numbers: If the transfer affects the total on-hand quantity for a serial numbered item in a warehouse, you advance to the Enter Serial Number screen.

Warehouse Selection Screen

Purpose: Use this screen to select the warehouse that carries the item displayed on the "To" Location pop-up window when you process an inventory transfer (transaction code = T).

How to display this screen: At the Enter To Location Window (Inventory Transfers), prompt on the Warehouse field or select OK before completing the Warehouse field.

Field	Description
Item	A code representing the unit of inventory to transfer. Alphanumeric, 12 positions; display-only.
SKU (Stock keeping unit)	The item's unique characteristics, such as its size and color. SKU codes are defined in and validated against the SKU table. Alphanumeric, three 4-position fields; display-only.
Whs (Warehouse)	A code for the warehouse that contains the item. Two warehouse fields display on this screen; the first one is for scanning and the second one is display-only. Numeric, 3 positions; display-only.
Name (Warehouse name)	The description of the warehouse that contains the item. Alphanumeric; 30 positions; display-only.
On hand	The number of units of the item across all locations in the warehouse. Numeric, 7 positions; display-only.
Available	The quantity of the item that is available to sell. Numeric, 5 positions; display-only.
Pickable	The total quantity of pickable stock in the warehouse. Numeric, 7 positions; display-only.
On order	The total quantity of the item in the warehouse that is due to be received on open purchase orders. Numeric, 7 positions; display-only.

Completing this screen: Select a warehouse. You return to the Enter To Location Window (Inventory Transfers), where the warehouse you selected defaults.

Screen Option	Procedure
Create an item warehouse	Select Create to advance to the Create Item Location Screen.

Select Item Location Screen

Purpose: Use this screen to select the location where you wish to transfer an item when you process an inventory transfer (transaction code = T).

How to display this screen: At the Enter To Location Window (Inventory Transfers), prompt on the Location field or select OK before completing the Location field.

Field	Description
Item	A code representing the unit of inventory to transfer. Alphanumeric, 12 positions; display-only.
SKU (Stock keeping unit)	The item's unique characteristics, such as its size and color. SKU codes are defined in and validated against the SKU table. Alphanumeric, three 4-position fields; display-only.
Whs (Warehouse)	A code for the warehouse specified on the Enter To Location Window (Inventory Transfers). Numeric, 3 positions; display-only.
Location	A code for an area within the warehouse that contains the item or item SKU. Two location fields display on this screen; the first one is for scanning and the second one is display-only. The following message indicates that you selected 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. The location code is composed of a single alphanumeric character for Zone, and two numbers each for Aisle, Shelf, and Bin. For example, the location A010203 indicates: Zone Aisle Shelf Bin A 01 02 03 Alphanumeric, 7 positions; optional.
Pickable	Indicates whether inventory can be picked from this location to fulfill an order. Valid values are: YES = pickable NO = non-pickable
Zone	Identifies the area in the warehouse where the location is situated. Alphanumeric, 1 position; display-only.
Aisle	Identifies the aisle within the warehouse location. Numeric, 2 positions; display-only.
Shelf	Identifies the location's shelf number within the aisle. Numeric, 2 positions; display-only.
Bin #	This code identifies the location's bin number on the shelf. Numeric, 2 positions; display-only.
Freeze (Reservation freeze flag)	Indicates whether the item location or SKU location is frozen. Valid values are: YES = The item/SKU location is frozen. NO = The item/SKU location is not frozen. If a location is frozen, 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.
Available	The quantity of the item that is available to sell. This field is not currently implemented. Numeric, 5 positions; display-only.

How to use this screen: Select a location. You return to the Enter To Location Window (Inventory Transfers) with the location you have selected displayed.

If you wish to create a new item location, do not select a location at this screen; instead, return to the Enter To Location Window (Inventory Transfers) and enter the new location in the Location field. When you select OK, the system advances you to the Create Item Location for Transfer Screen.

Item to Item Transfers Window

Purpose: Use this window to enter target item information when you process an item to item transfer (inventory transaction code = G).

An item to item transfer converts inventory for an existing item, in the quantity you specify, to a different existing item. You might want to process an item to item transfer if you will discontinue offering an item on its own, and sell it only as part of a grab bag instead.

How to display this screen: Enter valid information for an item to item transfer at the Work with Inventory Transactions Screen.

Soldout control code: Each field on this window except the Soldout control code is described under Work with Inventory Transactions Screen. The system uses the soldout control code if, as a result of processing this transfer, the source item will be sold out. If the Default Soldout Control Code for Item to Item Transactions (D94) system control value is not blank, the value appears here. The soldout control code is a 2-position, alphanumeric code; see Working with Soldout Controls (WSLD).

List price and changing quantity: The system requires that the list price of the source and target item be identical for item to item transactions. The list price is defined in the SKU table for SKUed items, and displayed on the second base item screen for non-SKUed items. See Performing Initial Item Entry (MITM).

If the quantity of the source and target items are different, you must select Change at the pop-up window to change the quantity of the target item. The Quantity field appears below the Warehouse field; this is a numeric, 8-position field.

The system will consider the relationship between the source item quantity and the target item quantity when validating that the list prices are the same. In the following example, a target item would constitute a set of three of the source item.

Source item	Target item
quantity = 150	quantity = 50
list price = $3.00	list price = $1.00

The system divides $3.00 by 3 and confirms that the list price of the target item is $1.00.

If the list prices are not identical, the following message indicates:

List prices, qtys of "From" and "To" item do not match.

Completing this window: Complete the necessary fields on this window. The system processes the transfer and returns to the Work with Inventory Transactions Screen, where the transfer you just entered appears.

Transfer Item’s Primary Location Screen

Purpose: Use this screen to transfer an existing item's primary location when you process an inventory transfer (inventory transaction code = T). The system requires that an item/location exist before you can perform this transaction.

The location you are transferring the item to becomes the item's “primary primary” location. A “primary primary” location is the first primary location the system searches when performing any action dealing with inventory. The “primary primary” location is stored in the Primary location field in the SKU table.

When you complete this screen, the system:

• updates the “primary primary” location in the SKU table.
• moves all the inventory from the original location to the new location.

How to display this screen: Select Primary Transfers at the Work with Inventory Transactions Screen.

Field	Description
Item	A code for a unit of inventory. Item codes are defined in and validated against the Item table. Alphanumeric, 12 positions; required.
SKU (Stock keeping unit)	The item's unique characteristics, such as its size and color. SKU codes are defined and validated against the SKU table. Alphanumeric, three 4-position fields; required if the item has SKUs.
Warehouse	A code for the warehouse that contains the item. Warehouse codes are defined in and validated against the Warehouse table; see Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; required.
Transfer from location	The original location within the warehouse that the item is taken from. If you enter a location other than the item’s “primary primary,” the system does not perform the transfer and displays an error message: Location not Primary for item. Alphanumeric, 7 positions; required.
Transfer to location	The location within the warehouse that the item will be transferred to. This location becomes the “primary primary” location for this item. Alphanumeric, 7 positions; required.
Transfer reason	A code that represents a reason to perform an inventory transaction. These codes are defined in and validated against the Transaction Reason Code table. The reason code will be required if you are using an inventory transaction code with the Reason required field selected. Numeric, 2 positions; may be required depending on the type of transaction.
Delete “from” location	Indicates whether or not to delete location the item's from location. Valid values are: Selected = the system will delete the item/location Unselected = the system will not delete the item/location Note: If the “from” location is not deleted, the item will have multiple primary locations. In order to have multiple primary locations, you must have the Allow Multiple Primary Item Locations (D12) system control value set to CONFIRM or ALLOW.

Pick Locations Exist Window

A pop-up window appears automatically when you select OK to perform a location transfer if printed pick slips exist for the “from” location:

To continue the transfer, select the Continue field, or deselect the Continue field to perform the location transfer at a later time when the pick slips are confirmed.

If you enter a location that has not been assigned this item, the system brings you to the Create Item Location for Transfer Screen.

Create Item Location for Transfer Screen

Purpose: Use this screen to create an item location.

How to display this screen:

• Enter a new location for an item on the Transfer Item’s Primary Location Screen.
• Enter a new location for an item on the Enter To Location Window (Inventory Transfers).

Field	Description
Reservation Freeze (Freeze flag)	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. If a location is frozen, 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.
Min qty	The minimum amount of stock for this item or SKU that can be kept in this location. You should perform an inventory transaction or restock procedure when the inventory reaches the minimum level. Numeric, 7 positions; optional.
Max qty	The maximum amount of stock for this item or SKU that can be kept in this location. Numeric, 7 positions; optional.

Completing this screen: When you return to the Work with Inventory Transactions Screen, all previous transactions are cleared from the screen.

Perform Location Transfer - Non Primary Screen

Purpose: Use this screen to transfer all of the items in a non-primary location to another non-primary location.

The non-primary location transfer process transfers the on-hand quantity for all item locations in the specified Transfer From Location to the Transfer To Location. If the item location does not already exist in the Transfer To Location, the system creates it. If the item location already exists in the Transfer To Location, the system adds the on-hand quantity to transfer to the existing item location. You can review each item location transfer in Display Inventory Transaction History (DITH).

In order to complete a non-primary location transfer:

• inventory sharing must not be turned on for the warehouse where the non-primary location transfer will take place (the Sharing warehouse field for the warehouse must be unselected and the Shared company and Shared warehouse fields for the warehouse must be blank).
• the Transfer From Location and Transfer To Location must be non-primary locations (the Location type for the location must not be P Primary) in the warehouse specified. See Transfer Item’s Primary Location Screen to transfer an existing item's primary location.
• items must exist in the Transfer From Location. The item locations for the Transfer From Location:
  • must have an on-hand quantity to transfer.
  • must have a 0 printed quantity.
  • must have a 0 pending quantity.
• the Transfer From Location and Transfer To Location cannot be the same location.
• if the Allow Location Class Edit in Inventory Transaction (F86) system control value is selected, the item's location class must match the Transfer To Location’s location class.

How to display this screen: Select Location Transfers at the Work with Inventory Transactions Screen.

Field	Description
Warehouse	A code for the warehouse where the location transfer will take place. Warehouse codes are defined in and validated against the Warehouse table; see Creating and Maintaining Warehouses (WWHS). The system does not perform the transfer and displays an error message if the warehouse shares inventory with a warehouse in a different company: Cannot transfer to a whs (111) which shares inventory with another whs (222). Numeric, 3 positions; required.
Transfer From Location	The original location within the warehouse that the items are taken from. Location codes are defined in and validated against the Location table; see Creating and Maintaining Locations (WLOC). The system does not perform the transfer and displays an error message if: the location is a primary location: Location (B010101) is a primary location. Transfer not allowed using this function. Use the Transfer Item’s Primary Location Screen to transfer an existing item's primary location. no items exist in the Transfer From Location with an on-hand quantity to transfer: No items to transfer from B010101 to B020202. a printed quantity exists for one or more item locations: Printed quantity exists against one or more item locations for location B010101. a pending quantity exists for one or more item locations: Pending quantity exists against one or more item locations for location B010101. the Transfer From Location and Transfer To Location are the same location: The From location and To location must not be the same. Alphanumeric, 7 positions; required.
Transfer To Location	The location within the warehouse where the items will be transferred to. Location codes are defined in and validated against the Location table; see Creating and Maintaining Locations (WLOC). The system does not perform the transfer and displays an error message if: the location is a primary location: Location (A010101) is a primary location. Transfer not allowed using this function. Use the Transfer Item’s Primary Location Screen to transfer an existing item's primary location. the Allow Location Class Edit in Inventory Transaction (F86) system control value is selected and the item's location class does not match the Transfer To Location’s location class: One or more items is not compatible with location (B010101). the Transfer From Location and Transfer To Location are the same location: The From location and To location must not be the same. Alphanumeric, 7 positions; required.
Transaction Reason	A code that represents the reason to perform the inventory transaction. Inventory transaction reason codes are defined in and validated against the Transaction Reason Code table; see Work with Inventory Transaction Reason Codes (WIT1). A transaction reason code is required if the Reason required field for the T Transfer inventory transaction code is selected. Numeric, 2 positions; required if the Reason required field for the T Transfer code is selected.

Completing this screen:

1. In the Warehouse field, enter the warehouse code where the non-primary location transfer will take place.
2. In the Transfer From Location field, enter the non-primary location where the items will be transferred from.
3. In the Transfer To Location field, enter the non-primary location where the items will be transferred to.
4. In the Transaction Reason field, enter the reason for the non-primary location transfer.
5. Select OK to validate your entries. If necessary, correct any errors and select OK again.
6. If no errors are found, the system displays a Confirm Transfer window. Select OK to confirm the transfer; otherwise, select Exit to cancel. If you select OK and:
   • there are less than 50 item locations to transfer, the system interactively completes the non-primary location transfer and displays the message Transfer from B010101 to B020202 complete.
   • If there are 50 or more item locations to transfer, a Large Transfer Warning window displays with the message: 50 or more items exist to be transferred. Process will be submitted to batch . When you select OK on this window, the system submits the non-primary location transfer as a batch job and displays the message Job (LOC_TRANS) has been submitted to batch. You can review the LOC_TRANS batch job on the Job Management (My Jobs) screen.

The non-primary location transfer process:

• Transfers the on-hand quantity for all item locations in the specified Transfer From Location to the Transfer To Location.
• Deletes the from item location records.
• If the item location does not already exist in the Transfer To Location, the system creates it.
• If the item location already exists in the Transfer To Location, the system adds the on-hand quantity to transfer to the existing item location.
• If serial numbers are associated with the Transfer From Location, the system does NOT update the serial numbers to use the new Transfer To Location.

You can review each item location transfer in Display Inventory Transaction History (DITH).

Perform Whs to Whs Location Transfer - Non Primary Screen

Purpose: Use this screen to transfer all of the items in a non-primary location to another non-primary location. The two locations can be in different warehouses, although they do not need to be.

When you use this screen, the system transfers the on-hand quantity for all item locations in the specified Transfer From Warehouse and Transfer From Location to the specified Transfer To Warehouse and Transfer To Location. If the item warehouse and item location do not already exist in the Transfer To Warehouse and Transfer To Location, the system creates them. If the item location already exists in the Transfer To Location, the system adds the on-hand quantity being transferred to the existing item location. You can review each transfer in Display Inventory Transaction History (DITH).

In order to complete a non-primary warehouse-to-warehouse location transfer:

• the Transfer From Location and Transfer To Location must be non-primary locations (the Location type for the location must not be P Primary). See Transfer Item’s Primary Location Screen for information on how to transfer an existing item's primary location.
• there must be at least one item location in the Transfer From Warehouse and Transfer From Location. The item locations for the Transfer From Location:
  • must have an on-hand quantity to transfer.
  • must have a 0 printed quantity.
  • must have a 0 pending quantity.
• the Transfer From Location and Transfer To Location cannot be the same location in the same warehouse.
• if the Allow Location Class Edit in Inventory Transaction (F86) system control value is selected, the item's location class must match the Transfer To Location’s location class.

How to display this screen: Select Warehouse Transfers at the Work with Inventory Transactions Screen.

Field	Description
Transfer From Warehouse	A code for the warehouse associated with the Transfer from Location. Can be the same as the Transfer To Warehouse. Warehouse codes are defined in and validated against the Warehouse table; see Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; required.
Transfer From Location	The original location within the Transfer From Warehouse where the items are currently stored. Location codes are defined in and validated against the Location table; see Creating and Maintaining Locations (WLOC). The system does not perform the transfer and displays an error message if: the location is a primary location: Location (B010101) is a primary location. Transfer not allowed using this function. Use the Transfer Item’s Primary Location Screen to transfer an existing item's primary location. no items exist in the Transfer From Location with an on-hand quantity to transfer: No items to transfer from B010101 to B020202. a printed quantity exists for one or more item locations: Printed quantity exists against one or more item locations for location B010101. a pending quantity exists for one or more item locations: Pending quantity exists against one or more item locations for location B010101. the Transfer From Location and Transfer To Location are the same location in the same warehouse: The From location and To location must not be the same. Alphanumeric, 7 positions; required.
Transfer To Warehouse	A code for the warehouse associated with the Transfer To Location. Can be the same as the Transfer From Warehouse. Warehouse codes are defined in and validated against the Warehouse table; see Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; required.
Transfer To Location	The location within Transfer To Warehouse where the items will be transferred to. Location codes are defined in and validated against the Location table; see Creating and Maintaining Locations (WLOC). The system does not perform the transfer and displays an error message if: the location is a primary location: Location (A010101) is a primary location. Transfer not allowed using this function. Use the Transfer Item’s Primary Location Screen to transfer an existing item's primary location. the Allow Location Class Edit in Inventory Transaction (F86) system control value is selected and an item's location class does not match the Transfer To Location’s location class: One or more items is not compatible with location (B010101). the Transfer From Location and Transfer To Location are the same location in the same warehouse: The From location and To location must not be the same. Alphanumeric, 7 positions; required.
Transaction Reason	A code that represents the reason to perform the inventory transaction. Inventory transaction reason codes are defined in and validated against the Transaction Reason Code table; see Work with Inventory Transaction Reason Codes (WIT1). A transaction reason code is required if the Reason required field for the T Transfer inventory transaction code is selected. Numeric, 2 positions; required if the Reason required field for the T Transfer code is selected.

Completing this screen:

1. In the Transfer From Warehouse field, enter the warehouse code identifying where the non-primary location transfer originates.
2. In the Transfer From Location field, enter the non-primary location where the items will be transferred from.
3. In the Transfer To Warehouse, enter the warehouse code identifying where the items will be transferred to.
4. In the Transfer To Location field, enter the non-primary location where the items will be transferred to.
5. In the Transaction Reason field, enter the reason for the non-primary location transfer.
6. Select OK to validate your entries. If necessary, correct any errors and select OK again.
7. If no errors are found, the Confirm Transfer window opens. Select OK to confirm the transfer; otherwise, select Exit to cancel. If you select OK and:
   • there are less than 50 item locations to transfer, the system interactively completes the non-primary location transfer and displays the message Transfer from B010101 to B020202 complete.
   • If there are 50 or more item locations to transfer, a Large Transfer Warning window opens with the message: 50 or more items exist to be transferred. Process will be submitted to batch. When you select OK on this window, the system submits the non-primary location transfer as a batch job and displays the message Job (LOC_TRANS) has been submitted to batch. You can review the LOC_TRANS batch job on the Job Management (My Jobs) screen.

The non-primary warehouse location transfer process:

• Transfers the on-hand quantity for all item locations in the specified Transfer From Warehouse and Transfer From Location to the Transfer To Warehouse and Transfer To Location.
• Deletes the From item location records.
• If the item warehouse does not already exist in the Transfer To Warehouse, the system creates it.
• If the item location does not already exist in the Transfer To Location, the system creates it.
• If the item location already exists in the Transfer To Location, the system adds the on-hand quantity to transfer to the existing item location.
• If serial numbers are associated with the Transfer From Location, the system does NOT update the serial numbers to use the new Transfer To Location.

Note:

The process does not prevent you from performing the transfer regardless of whether the "from" warehouse or the "to" warehouse uses inventory sharing.

You can review each item location transfer in Display Inventory Transaction History (DITH).

Working with Inventory Transaction Errors (WITE)

Purpose: Use the Work with Inventory Transaction Errors function to review all of the errors that occurred while performing inventory transactions, either through processing within Order Management System (system errors) or through the generic inventory transaction upload.

How do system errors occur? Errors can occur when you enter transactions in batch mode or automated transaction mode, or through transactions the system performs, such as issuing or express billing items. The system, or the person performing an inventory transaction, can cause the errors if inventory levels in related tables become out of sync, such as when an interface performs an update before the transaction is complete.

For example, the system attempts to perform an issue transaction when you confirm shipment of an item. However, the on-hand quantity for the item/warehouse is less than the shipment quantity. In this situation, the system creates a "negative on hand" transaction error record.

Correcting system errors: You can reprocess "negative on hand" errors using this menu option, and complete the attempted inventory transaction. In the example above, you would first need to reset the on-hand quantity of the item through a purchase order receipt or adjustment inventory transaction before submitting the reprocess.

Note:

You cannot process inventory resets if there are any inventory transaction errors; you must first correct or delete all errors. See Working with Inventory Resets.

Generic upload errors: In addition to the errors that can occur within the system, either through batch or system transactions, the Generic Inventory Transaction Upload can generate errors based on invalid, inconsistent, or missing information provided in the uploaded message. Unlike with most system errors, you can normally correct and resubmit generic upload errors.

For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).

In this topic:

• Work with Inventory Transaction Errors Screen
• Display Inventory Transaction Errors Screen
• Generic Interface Error Screen
• Reprocessing Transactions

Work with Inventory Transaction Errors Screen

Purpose: Use this screen to display all of the errors that have occurred during inventory transactions.

How to display this screen: Enter WITE in the Fast path field at the top of any menu or select this option from a menu.

Field	Description
I (Interface error)	Indicates whether the error resulted from invalid, inconsistent or missing information in a transaction received through the Generic Inventory Transaction Upload. Valid values are: Y = generic inventory transaction upload error: When you select Change for this type of error, you advance to the Generic Interface Error Screen, where you can change information before resubmitting and processing the transaction. N = error resulting from an interactive or system transaction: You cannot change information for the transaction. When you select Change for this type of error, the system displays an error message: System generated transactions cannot be changed. However, you can reprocess “negative on hand” errors using this menu option, and complete the attempted inventory transaction, if you have corrected the situation that produced the error. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). Note: Uploaded inventory transactions can have this flag unselected if the information in the upload was correct and complete, but a regular transaction error occurred once the upload was processed. For example, an upload error could have this flag unselected if the transaction would produce a “negative on hand” situation.
Date (Inventory transaction error date)	The date when the transaction error occurred. Numeric, 6 positions (user date format); optional.
Item	A code for a unit of inventory. Item codes are defined in and validated against the Item table. Alphanumeric, 12 positions; optional.
SKU (Stock keeping unit)	The item's unique characteristics, such as its size and color. SKU codes are defined in and validated against the SKU table. Alphanumeric, three 4-position fields; display-only.
Cde (Transaction code)	The inventory transaction code that was used when the error occurred. Valid values include: A =Adjustment C = Customer Return E = Express Bill G = Item to item transfer I = Issue M = Make up finished good T = Transfer V = Return to vendor O = On-hand R = Receiving You can also create user-defined transaction codes. See Work with Inventory Transaction Codes (WITC). Alphanumeric, 1 position; display-only.
Qty (Quantity)	The number of units that this transaction error affects. Numeric, 8 positions; display-only.
Error (Inventory transaction error description)	A description of the transaction error that occurred. For example: Negative On hand See Inventory Transaction Upload Errors for information on the types of errors that can occur through the generic inventory transaction upload. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). Alphanumeric, 25 positions; display-only.

Screen Option	Procedure
Change an uploaded transaction or automated transaction	Select Change for an uploaded transaction or automated transaction to advance to the Generic Interface Error Screen. Note: You cannot change a transaction error that occurred through batch inventory transactions or system processing; instead, the system displays an error message: System generated transactions cannot be changed. See the I (Interface error) flag for more information.
Delete a transaction error	Select Delete for the error you want to delete.
Display a transaction error	Select Display for an error to advance to the Display Inventory Transaction Errors Screen for a system error, or the Generic Interface Error Screen for an generic upload error. See the I (Interface error) flag for more information.
Advance to inventory inquiry	Select Inv Inquiry for an error to advance to the Display Item/Warehouse Information Screen.
Attempt to reprocess the inventory transaction	Select Reprocess for the error to reprocess it. See Reprocessing Transactions.
Advance to standard order inquiry	Select Order Inquiry for an error to advance to the Order Inquiry Header Screen or the Order Inquiry Detail Screen, depending on the setting of the Default Version for Order Inquiry (C34) system control value.
Advance to item transaction history	Select Item Transaction History to advance to the Inventory Transaction History Screen (1 of 2).
Attempt to reprocess all inventory transactions in error	Select Reprocess. See Reprocessing Transactions.
Delete all inventory transaction error records	Select Delete all. The system displays a confirmation window. If you confirm the deletion at this window, the system submits the job DLT_WITE, which deletes all transaction errors and produces a listing of each deleted error.

Display Inventory Transaction Errors Screen

Purpose: Use this screen to display a specific system transaction error.

How to display this screen: Select Display for a system inventory transaction error at the Work with Inventory Transaction Errors Screen.

Note:

When you select Display for a generic upload transaction error (the I (Interface error) flag is selected), you advance to the Generic Interface Error Screen.

Field	Description
Date (Inventory transaction error date)	The date when the transaction error occurred. Numeric, 6 positions (user date format); display-only.
Time (Inventory transaction error time)	The time when the inventory transaction error occurred. Numeric, 6 positions (HHMMSS format); display-only.
Transaction code (Inventory transaction code)	The code identifying the inventory transaction that was attempted when the transaction error occurred. Alphanumeric, 1 position; display-only.
Order #	The order, ship-to number, and shipment number, each separated by hyphens, associated with the transaction error. Order number: numeric, 7 positions; display-only. Ship-to number: numeric, 3 positions; display-only. Shipment number: numeric, 3 positions; display-only.
Invoice #	The invoice number identifying a shipment against an order, if the inventory transaction error occurred when attempting an issue transaction. Numeric, 7 positions; display-only.
Item#/SKU (Item number and stock keeping unit)	The unit of inventory and its unique characteristics that was affected by the transaction. Item: Alphanumeric, 12 positions; display-only. SKU: Alphanumeric, three 4-position fields; display-only.
Transaction qty (Transaction quantity)	The amount of inventory that this transaction error affects. Numeric, 8 positions; display-only.
From whs/location (From warehouse and location)	The original warehouse and location that the item was taken from. Whs: Alphanumeric, 3 positions; display-only. Location: Alphanumeric, 7 positions; display-only.
To cmp/whs/location (To company, warehouse and location)	The company, warehouse and location that the item was transferred to. Cmp: Alphanumeric, 3 positions; display-only. Whs: Alphanumeric, 3 positions; display-only. Location: Alphanumeric, 7 positions; display-only.
Called by	The name of the function that performed this inventory transaction. This field is not currently implemented. Alphanumeric, 40 positions; display-only.
Error (Inventory transaction error description)	A description of the transaction error that occurred. Alphanumeric, 25 positions; display-only.
Cost	The unit cost of the item. Numeric, 13 positions with a 4-place decimal; display-only.
Price	The unit price of the item on the order, if the transaction error involved an order. Numeric, 13 positions with a 2-place decimal; display-only.
Batch #	The number of the batch containing the attempted inventory transaction, if this error was a result of immediate or batch inventory transactions. Numeric, 13 positions; display-only.
Transaction reason	The code identifying the reason for the inventory transaction, if one was specified. Numeric, 2 positions; display-only.
Express bill	This flag indicates whether the transaction represented an express bill, or an order that bypasses reservation, pick slip generation, and shipment confirmation. An order is processed as an express bill if the ship via on the order header has a Billing code of Express Bill. Valid values are: Selected = Transaction was an express bill Unselected = Transaction was not an express bill
S/H	This flag indicates whether the item associated with the transaction required special handling. Valid values are: Selected = Item required special handling Unselected = Item did not require special handling
Auto restock	This flag indicates whether the transaction was a replenishment to the Auto restock location in the “to” warehouse. Valid values are: Selected = Transaction was a replenishment to an auto restock location Unselected = Transaction was not a replenishment to an auto restock location
Delete location	This flag indicates whether the item location record should be deleted when the transaction is complete. Ordinarily, the system deletes an item location record when the on-hand falls to zero, unless it is a primary location. Valid values are: Selected = Item location should be deleted Unselected = Item location should not be deleted

Generic Interface Error Screen

Purpose: Use this screen to review or work with errors that occur through the Generic Inventory Transaction Upload.

For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).

How to display this screen:

• Select Change for a generic upload error at the Work with Inventory Transaction Errors Screen to display this screen in Change mode.
• Select Display for a generic upload error Work with Inventory Transaction Errors Screen to display this screen in Display mode; in this case, all fields are display-only.

Note:

You cannot display this screen for a system transaction error (the I (Interface error) flag is unselected).

Field	Description
Date	The date when the transaction error occurred. Numeric, 6 positions (user date format); display-only.
Transaction code	The code identifying the inventory transaction that was attempted when the transaction error occurred. For upload transactions, the transaction_code from the inventory transaction upload message defaults. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). Defined in and validated against the Item Transaction Code table; see Work with Inventory Transaction Codes (WITC). Alphanumeric, 1 position; required.
Time	The time when the inventory transaction error occurred. Numeric, 6 positions (HHMMSS format); display-only.
Transaction reason	Defined in and validated against the Item Transaction Reason Code table; see Work with Inventory Transaction Reason Codes (WIT1). Required if the inventory transaction code has the Reason required flag selected. For upload transactions, the transaction_reason, if any specified in the inventory transaction upload message defaults. Numeric, 2 positions; optional or required. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).
Error	The description of the error that occurred. It is possible for an uploaded transaction to have more than one error. See Inventory Transaction Upload Errors for a list of errors and descriptions. Alphanumeric, 25 positions; display-only. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).
Allow partial	The setting of the allow_partial flag from the inventory transaction upload message. Valid values are: unselected = do not process a partial quantity; put the transaction in error if the full quantity cannot be processed See Processing Partial Quantities for a discussion. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).
Batch #	The batch number to identify a transaction or group of transactions. The batch_number, if any, specified in the inventory transaction upload message defaults. Numeric, 7 positions; optional. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).
Create item warehouse	The setting of the create_item_warehouse flag from the inventory transaction upload message. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). Valid values are: unselected = do not create a new Item Warehouse record; put the transaction in error if the Item Warehouse does not exist In the case of a transfer (T) or item-to-item transfer (G) transaction, this value refers to the To warehouse; otherwise, it refers to the warehouse specified in the Warehouse.
Identification #	A number to identify the transaction. Not valid with item-to-item (G) transactions. The identification_nbr, if any, specified in the inventory transaction upload message defaults. Numeric, 10 positions; optional. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).
Create item location	The setting of the create_item_location flag from the inventory transaction upload message. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). Valid values are: unselected = do not create a new Item Location record; put the transaction in error if the Item Location does not exist In order to create both a new Item Warehouse and a new Item Location, both this flag and the Create item warehouse flag must be selected. In the case of a transfer (T) or item-to-item transfer (G) transaction, this value refers to the To location; otherwise, it refers to the warehouse specified in the Location.
Entered by user	The user ID of the user that entered the inventory transaction. The entered_by_user, if any, specified in the inventory transaction upload message defaults. Alphanumeric, 10 positions; optional. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).
To company	Used for transfer (T) and item-to-item transfer (G) transactions only, and only when the “to” company is different from the “from” (current) company. See Summary of Transaction Rules for a summary. The company, if any, specified in the TransactionTo element of the inventory transaction upload message defaults. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). Numeric, 3 positions; optional.
Item	Defined in and validated against the Item table; see Performing Initial Item Entry (MITM). See Resolving the Item and SKU for information on how the system identifies the correct item and SKU. The item_number, if any, specified in the Transaction element of the inventory transaction upload message defaults. Alphanumeric, 12 positions; optional. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).
To item #	Defined in and validated against the Item table; see Performing Initial Item Entry (MITM). See Resolving the Item and SKU for information on how the system identifies the correct item and SKU. The item_number, if any, specified in the TransactionTo element of the inventory transaction upload message defaults. Used for item-to-item transfer (G) transactions only. See Summary of Transaction Rules for a summary. Alphanumeric, 12 positions; optional. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).
SKU	The item’s unique characteristics, such as its color and size. Required if the Item is specified and the item has SKUs. The sku_code, if any, specified in the Transaction element of the inventory transaction upload message defaults. See Resolving the Item and SKU for more information. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). Alphanumeric, 14 positions; optional.
To SKU	The item’s unique characteristics, such as its color and size. Required if the item_number is specified and the item has SKUs. See Resolving the Item and SKU for more information. The sku_code, if any, specified in the TransactionTo element of the inventory transaction upload message defaults. Used for item-to-item transfer (G) transactions only. See Summary of Transaction Rules for a summary. Alphanumeric, 14 positions; optional. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).
Short SKU	An additional code to identify an item and SKU. The short_sku, if any, specified in the Transaction element of the inventory transaction upload message defaults. See Resolving the Item and SKU for more information. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). Numeric, 7 positions; optional.
To short SKU	The short_sku, if any, specified in the TransactionTo element of the inventory transaction upload message defaults. See Resolving the Item and SKU for more information. Used for item-to-item transfer (G) transactions only. See Summary of Transaction Rules for a summary. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). Numeric, 7 positions; optional.
Retail ref #	An additional code or reference number to identify an item and SKU. The retail_reference_nbr, if any, specified in the Transaction element of the inventory transaction upload message defaults. See Resolving the Item and SKU for more information. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). Numeric, 15 positions; optional.
To retail ref #	The retail_reference_nbr, if any, specified in the TransactionTo element of the inventory transaction upload message defaults. See Resolving the Item and SKU for more information. Used for item-to-item transfer (G) transactions only. See Summary of Transaction Rules for a summary. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). Numeric, 15 positions; optional.
UPC type	A code to identify the format of the Universal Product Code. The upc_type, if any, specified in the Transaction element of the inventory transaction upload message defaults. See Resolving the Item and SKU for more information. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). Alphanumeric, 3 positions; optional.
To UPC type	The upc_type, if any, specified in the TransactionTo element of the inventory transaction upload message defaults. See Resolving the Item and SKU for more information. Used for item-to-item transfer (G) transactions only. See Summary of Transaction Rules for a summary. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). Alphanumeric, 3 positions; optional.
UPC	The Universal Product Code. The upc_code, if any, specified in the Transaction element of the inventory transaction upload message defaults. See Resolving the Item and SKU for more information. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). Note: Include any leading zeros. For example, if the UPC code is 06012011, enter 06012011 and not 6012011. Alphanumeric, 14 positions; optional.
To UPC	The upc_code, if any, specified in the TransactionTo element of the inventory transaction upload message defaults. See Resolving the Item and SKU for more information. Used for item-to-item transfer (G) transactions only. See Summary of Transaction Rules for a summary. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). Note: Include any leading zeros. For example, if the UPC code is 06012011, enter 06012011 and not 6012011. Alphanumeric, 14 positions; optional.
Warehouse	A code to identify the warehouse where the item is located. Defined in and validated against the Warehouse table; see Creating and Maintaining Warehouses (WWHS). For upload transactions, the warehouse, if any, specified in the Transaction element of the inventory transaction upload message defaults. Represents the "from" warehouse for transfer (T) and item-to-item transfer (G) transactions. Numeric, 3 positions; required. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).
To warehouse	A code to identify the warehouse to move the item. Defined in and validated against the Warehouse table; see Creating and Maintaining Warehouses (WWHS). For upload transactions, the warehouse, if any, specified in the TransactionTo element of the inventory transaction upload message defaults. Used for transfer (T) and item-to-item transfer (G) transactions only. Numeric, 3 positions; optional. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).
Location	A code to identify the location in the warehouse where the item is located. Defined in and validated against the Location table; see Creating and Maintaining Locations (WLOC). For upload transactions, the location, if any, specified in the Transaction element of the inventory transaction upload message defaults. Represents the "from" location for transfer (T) and item-to-item transfer (G) transactions. Alphanumeric, 7 positions; required. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).
To location	A code to identify the location in the warehouse to move the item. Defined in and validated against the Location table; see Creating and Maintaining Locations (WLOC). For upload transactions, the transaction_quantity, if any, specified in the TransactionTo element of the inventory transaction upload message defaults. Used for transfer (T) and item-to-item transfer (G) transactions only. Alphanumeric, 7 positions; optional. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).
Quantity	The quantity of the item and SKU that is affected by the transaction. For upload transactions, the transaction_quantity, if any, specified in the inventory transaction upload message defaults. The actual effect on inventory varies with the transaction. See Summary of Transaction Rules for more information. Numeric, 5 positions; required. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).
S/O control	Updates the SKU table if the item will be sold out as a result of an item-to-item (G) transfer. Validated against the Soldout Control table; see Working with Soldout Controls (WSLD). If a soldout control code is indicated, it must represent a valid code even if it is not required for the transaction. For upload transactions, the so_control, if any, specified in the Transaction element of the inventory transaction upload message defaults. Alphanumeric, 2 positions; optional. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).

Completing this screen: See Inventory Transaction Upload Errors for a discussion of each error.

For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).

Correct any fields and Select OK. The system validates your entries and highlights any fields you need to correct. If the system does not highlight any errors, you can reprocess it; see Reprocessing Transactions.

Note:

After you correct an error and reprocess the transaction, it is possible for the transaction to remain in error status if there is an additional problem. You can repeat the correction and reprocessing steps; alternatively, you can delete the transaction error and use Working with Inventory Transactions (WITI) to process the transaction.

Reprocessing Transactions

Purpose: You can complete unprocessed inventory transactions at the Work with Inventory Transaction Errors Screen, provided that:

• the error was “negative on hand” or occurred through the Generic Inventory Transaction Upload.
• you have corrected the condition that produced the error

For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).

Reprocess an individual transaction: Select Reprocess for a transaction error to reprocess it. If it is possible to complete the inventory transaction at this time, the error will be deleted from the screen, and the following message indicates:

Transaction was successfully reprocessed!

Otherwise, the system displays an error message.

Reprocess all transactions: Select Reprocess to reprocess all eligible transactions. The Process Item Transaction Errors window opens.

Optionally, enter the item and SKU to complete inventory transactions for that item/SKU only, or select Reprocess to reprocess transactions for all items. The system submits the job PROC_WITE, which reprocesses each eligible transaction. Transaction errors remain for any transactions that were not eligible for completion.

Pick slip preparation: If a transaction causes the system to unreserve an order because the on hand quantity was reduced below the reserved quantity, the system removes any pick slip preparation from the order and then reevaluates the order for pick slip preparation; see Preparing Orders for Pick Slip Generation.

Finished Good Work Order Processing (WWOR)

Purpose: A finished good is an item, comprised of one or more component items, that requires assembly prior to picking and packing. Work order processing is the ability to reserve component items while you assemble a finished good. A work order builds a finished good item by increasing the inventory of the finished good and decreasing the inventory of its component items.

The work order process:

• identifies the finished good to create
• suggests where to pick the component items to make up the finished good
• prints a finished good work order ticket
• creates a make up finished good inventory transaction (transaction code = M)
• writes inventory transaction history for the finished good and its component items

Note:

You cannot add a new component to a finished good if it has an open work order. See Entering Finished Goods Information (WFGD) and Importing Set Components (WCUP).

In this topic:

• Related System Control Values (Work Order Processing)
• Work with Work Orders Screen
• Create Work Orders Screen
  • Work Order Validations
• Create Work Order Details Screen
• Work with Work Order Detail Locations Screen
• Change Work Order Location Window
• Change Work Orders Screen
• Processing Work Orders
  • Select Location Window
• Work with Kit Makeup Screen
• Create Kit Makeup Location Screen
• Work Order Error Listing
• Work Order Ticket

For more information:

• finished goods: Entering Finished Goods Information (WFGD)
• reviewing inventory transaction history for finished goods and their component items: Display Inventory Transaction History (DITH)

Related System Control Values (Work Order Processing)

System Control Value	Description
Use Work Order Processing (E37)	Select this field to use work order processing. The Protected qty (Protected quantity) field in the Item Warehouse table is used as a system-updated field for the component items of a finished good created through the work order process. The quantity in the Protected quantity field is increased for each component item when you create a work order and is decreased when you process the work order. The following message at the bottom of a menu screen indicates that you tried to enter the Work with Work Orders function and this system control value is unselected: SCV: E37 must be set to 'Y' to perform Work Order Processing.
First Location Type (E42)	This field defines the location type the system searches first to fill the quantity of the component item needed to make up the finished good. Valid values are: *PRIMARY, *SECONDARY and *BULK. If the component quantity needed for this work order cannot be filled from the locations found in this location type, the system searches the location type from the Second Location Type (E43) system control value.
Second Location Type (E43)	This field defines the location type the system searches second to fill the quantity of the component item needed to make up the finished good. Valid values are: *PRIMARY, *SECONDARY and *BULK. If the component quantity needed for this work order cannot be filled from the locations found in this location type, the system searches the location type from the Third Location Type (E44) in the System Control table.
Third Location Type (E44)	This field defines the location type the system searches third to fill the quantity of the component item needed to make up the finished good. Valid values are: *PRIMARY, *SECONDARY and *BULK. If the component quantity needed for this work order cannot be filled from the locations found in this location type, the system splits the quantity needed between location types.

Work with Work Orders Screen

Purpose: Use this screen to:

• create a work order
• change, delete or display an existing work order
• print a work order ticket
• process a work order

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

Field	Description
Work # (Work order number)	The number used to identify the work order. The system assigns work order numbers from the Purchase Order Header field in the Number Assignment table. Numeric, 7 positions; optional.
Item number	The finished good to be produced. Alphanumeric, 12 positions; optional.
COLR SIZE OTHR	The SKU of the finished good item to be produced. Alphanumeric, three 4-position fields; optional.
Created on	The date the work order was created. Numeric, 8 positions (user date format); optional.
Due date	The date the finished good item is scheduled to be available for sale. This date is indicated in Order Entry, Order Maintenance, standard or streamlined Order Inquiry, and in Item Availability. Numeric, 8 positions (user date format); optional.
Vendor	The code for the vendor who is responsible for producing the finished good item. Numeric, 7 positions, display-only.

Screen Option	Procedure
Change a work order	Select Change for a work order to advance to the Change Work Orders Screen.
Delete a work order	Select Delete for a work order to delete it. When you delete a work order: The Protected qty (Protected quantity) field for each component item in the Item Warehouse table is reduced by the amount specified in the work order The Protected qty (Protected quantity) field for each component item in the Item Location table is reduced by the amount specified in the work order The On order field for the finished good in the Item Warehouse table is reduced by the quantity deleted in this work order
Display a work order	Select Display for a work order to advance to the Display Work Order Screen.
Process a work order	Select Process for a work order to advance to the Select Location pop-up window. See Processing Work Orders.
Print a work order ticket	Select Print Ticket for a work order to print a Work Order Ticket.
Create a work order	Select Create to advance to the Create Work Orders Screen.

Create Work Orders Screen

Purpose: Use this screen to create the header information for a finished good work order. The header information includes:

• the work order number
• the warehouse where the finished good and its component items are located
• the quantity of the finished good to be produced
• the date the finished good is expected to be available for sale

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

Field	Description
Work order #	The number used to identify the work order. The system assigns work order numbers from the Purchase Order Header field in the Number Assignment table. Numeric, 7 positions; display-only if system-assigned; required if manually entered.
Warehouse	The warehouse code and description where the finished good and its component items are stored. The warehouse code defaults from the Default Warehouse (A04) system control value. Warehouse codes are defined in and validated against the Warehouse table; see Creating and Maintaining Warehouses (WWHS). Warehouse code: Numeric, 3 positions; required. Warehouse description: Alphanumeric, 30 positions; display-only.
Item and SKU	The item code and SKU of the finished good to be produced. You define an item as a finished good by entering an F in the Kit type field in the Item table. The following message indicates that the item entered is not a finished good item: Item is not Finished Good A message similar to the following indicates that an Item Warehouse record does not exist for the item and warehouse you have entered: Item/SKU (DOLL KIT/) does not exist for this warehouse (10) Item: Alphanumeric, 12 positions; required. SKU: Alphanumeric, three 4-position fields; required if the item has SKUs.
Qty (Quantity)	The quantity of the finished good to be produced. Numeric, 7 positions; required.
Due date	The date the finished good is scheduled to be available for sale. This date is indicated in Order Entry, Order Maintenance, standard or streamlined Order Inquiry, and in Item Availability. Numeric, 8 positions (user date format); required.
Vendor	The code for the vendor who is responsible for producing the finished good. Vendor codes are defined in and validated against the Vendor table; see Working with Vendors (WVEN). Numeric, 7 positions; required.

Completing this screen: The message 'Suggesting locations, please wait' is displayed at the bottom of the screen. The system checks the available on-hand quantity of each component item in the warehouse and determines the locations from which each component item is picked to make up the finished good before advancing to the Create Work Order Details Screen. See Work Order Validations.

System updates: When a work order header is created:

• The Protected qty (Protected quantity) field in the Item Warehouse table for each component item is increased by the quantity needed to make up the finished good.
• The On order field in the Item Warehouse table for the finished good is increased by the amount being assembled for the work order.
• The Pending transfer quantity field in the Item Location table for each component item is increased by the quantity needed to make up the finished good. This quantity is a negative quantity since the component items will be transferred from their locations to the location for the finished good.

Work Order Validations

The system performs the following validations when a work order is created:

1. Determines the available on-hand quantity of the component items in the warehouse entered on the Create Work Orders Screen, using the following calculation:

   Component quantity < on-hand - (reserved + protected) = available on-hand quantity

   An error message similar to the following indicates if the component quantity is greater than the available on-hand quantity:

   Component FNHCMP34 - Warehouse qty (9) less than the requested qty (12)

2. Determines the available on-hand quantity of the component items in the warehouse locations using the location type sequence from the Use Work Order Processing (E37) system control value. The system uses the following calculation:

   On-hand - (printed - negative pending transfer quantity) = available on-hand location quantity

   An error message similar to the following indicates if the system cannot find one or more locations that can fulfill the entire quantity needed to make up the finished good:

   Component FNHCMP36 - Warehouse qty (9) less than requested qty (12)

3. Checks that the locations are not frozen.

4. Checks that the item locations are not frozen.

Create Work Order Details Screen

Purpose: This screen displays all of the component items needed to make up the finished good you have entered on the Create Work Orders Screen. Use this screen to accept, reject or change the locations the system has suggested to pick each component item.

How to display this screen: Select OK to accept the work order you have created on the Create Work Orders Screen.

Note:

Component items are highlighted if an error occurred while the system was suggesting component locations to pick. The system will not accept the work order until you correct all items in error.

Field	Description
Work order #	The work order number assigned to this work order. Numeric, 7 positions; display-only.
Warehouse (Warehouse and description)	The warehouse code and warehouse description where the finished good and its component items are stored. Warehouse codes are defined in and validated against the Warehouse table; see Creating and Maintaining Warehouses (WWHS). Warehouse code: Numeric, 3 positions; required. Warehouse description: Alphanumeric, 30 positions; display-only.
Kit	The item, SKU and description of the finished good entered on the Create Work Orders Screen. Item: Alphanumeric, 12 positions; display-only. SKU: Alphanumeric, three 4-position fields; display-only. Description: Alphanumeric, 30 positions; display-only.
Quantity	The quantity of the finished good to be produced. The quantity defaults from the Create Work Orders Screen. If you change the amount in the Quantity field, the system recalculates the available quantities in each location. Numeric, 7 positions; required.
Component	The item/SKU of the component items that make up the finished good item. The component items default from the Kit Detail table. Item: Alphanumeric, 12 positions; display-only. SKU: Alphanumeric, three 4-position fields; display-only.
Description	The description of the component item. Alphanumeric, 25 positions; display-only.
Kit qty (Kit quantity)	The quantity of the component item used to make up one finished good item. The kit quantity defaults from the Quantity field in the Kit Detail table. Numeric, 5 positions; display-only.
Tot qty (Total quantity)	The total quantity of the component item needed to make up the total quantity of finished goods. The system determines the total quantity of component items needed using the following calculation: kit quantity x total quantity of finished good = total quantity of component items needed Example: Kit quantity = 2 Total quantity of finished goods = 10 kit quantity (2) x total quantity (10) = total quantity of components needed (20) Numeric, 7 positions; display-only.
Location	The location where the system suggests to pick the component items. If more than one location has been suggested, the location field appears blank and a plus (+) sign is displayed. If you change the location for a component item, the system checks that: the item exists in that location the item/location reservation freeze flag = Unselected the location freeze flag = Unselected the available quantity in the location is equal to or greater than the quantity needed to make up the finished good The system determines the available on-hand quantity in a location using the following calculation: On-hand - (printed - negative pending transfer quantity) = available on-hand quantity You can also add locations to a component item by selecting Locations for the component you wish to change. See Work with Work Order Detail Locations Screen. Alphanumeric, 7 positions; required.

Instructions:

1. Optionally, you can change the Quantity and/or Location fields. The system recalculates the quantities in each location to determine if each component item needed is available.
2. Optionally, you can add locations to a component item by selecting Locations for the item. See the Work with Work Order Detail Locations Screen.
3. Select Accept to accept the work order details or select Reject to reject them. You return to the Create Work Orders Screen, where you can enter another work order.
4. If you rejected the work order because of errors, you can review the errors that occurred for each work order detail line on the Work Order Error Listing.

System updates: When you select Accept to accept the work order details:

• The system creates the details of a work order (this work order is displayed on the Work with Work Orders Screen).
• The Protected qty (Protected quantity) field in the Item Warehouse table for each component item is increased by the amount needed to make up the finished good.
• The Pending transfer quantity field in the Item Warehouse table for each component item is increased by the quantity needed to make up the finished good. This quantity is a negative quantity since the component items are transferred from their locations to the location for the finished good.
• The On Order field in the Item Warehouse table for the finished good is increased by the quantity being assembled.

Screen Option	Procedure
Add locations to a component item	Select Locations for a component item to advance to the Work with Work Order Detail Locations Screen.
Accept the work order details	Select Accept to accept the work order details.
Reject the work order details	Select Reject to reject the work order details.
Print the Work Order Error Listing	Select Print Errors.

Work with Work Order Detail Locations Screen

Purpose: This screen is used to pick component items from more than one location, or to display, change or delete the system-recommended locations.

How to display this screen: Select Locations for a component at the Create Work Order Details Screen.

The system-recommended locations display in the lower half of the screen.

Field	Description
Work order #	The work order number for this component item. Numeric, 7 positions; display-only.
Ln. (Line number)	The line number where this component item is located on the work order. Numeric, 3 positions; display-only.
Item (Item/SKU and description)	The item number, SKU and item description for this component item. Item: Alphanumeric, 12 positions; display-only. SKU: Alphanumeric, three 4-position fields; display-only. Item description: Alphanumeric, 120 positions; display-only.
Qty needed	The quantity of this component item needed to make up the finished goods. This amount defaults from the Create Work Order Details Screen. Numeric, 7 positions; display-only.
Qty selected	The total quantity of this component item selected for the finished good across all locations. This field is updated as you add, change or delete locations to pick this component item in order to make up the finished good. The total quantity selected must equal the amount in the Quantity needed field or the following error message indicates: Qty needed (1) must equal Qty selected (2) Numeric, 7 positions; display-only.
Qty	The quantity of this component item to be picked from the associated location. The total quantity entered for all locations must equal the amount in the Quantity needed field. Numeric, 7 positions; optional.
Whs	The code for the warehouse where the component items are picked for the finished good. The warehouse code entered on the Create Work Orders Screen defaults and cannot be overridden. Warehouse codes are defined in and validated against the Warehouse table. Alphanumeric, 3 positions; display-only.
Location	The location from which the associated quantity is picked. Alphanumeric, 7 positions; optional.

Screen Option	Procedure
Change a detail location	Select Change for a location to advance to the Change Work Order Location Window.
Delete a detail location	Select Delete for the location you want to delete. The location and its associated quantity clears from the screen.
Accept the detail locations	Select Accept to accept the locations and their associated quantities.
Reject the detail locations	Select Reject to reject the locations and their associated quantities.

Instructions:

1. Review the system-suggested locations. See Change Work Order Location Window for more information on changing or deleting detail locations.
2. Enter the quantity of the component item you want to pick in the Quantity field.
3. In the Location field, enter the location code where the quantity will be picked. You must enter a valid warehouse location for the component item. A message similar to the following indicates if the location you enter is invalid: Item Location does not exist for Item (DRAWING PAD).
4. The system displays the quantity, warehouse and location at the bottom of the screen and increases the amount in the Quantity selected field in the top of the screen.
5. Select Accept to accept the locations you have created. The system verifies that the Quantity needed field equals the Quantity selected field. The following message indicates if the quantities are not the same: Qty needed (1) must equal Qty selected (2)
6. Select Reject to reject the changes you have made.

System updates: When you select Accept to accept the locations you have created, the Pending transfer quantity field in the Item Location table is increased by the quantity you entered. This quantity is a negative quantity since the component item is transferred from this location to the location for the finished good.

See Work Order Validations for a list of validations the system performs before accepting a work order detail location.

Change Work Order Location Window

Changing detail locations: To change a work order detail location for a component item, select Change for the location at the Work with Work Order Detail Locations Screen. Enter an amount in the Quantity field to change the amount picked from the location to make up the finished good item. See Work Order Validations for more information on the validations the system performs when you change a work order detail location.

Change Work Orders Screen

To change a work order: Select Change for a work order on the Work with Work Orders Screen to advance to the Change Work Orders screen. You can change only the Due date field on this screen. See Create Work Orders Screen for field descriptions. The following message indicates if the date you entered is less than today's date:

Due date must be Greater than or equal to today’s date

Change the due date if necessary and select Accept to accept the change. You return to the Work with Work Orders Screen.

Display Work Order Screen

To display a work order: Select Display for a work order on the Work with Work Orders Screen to advance to the Display Work Order screen. The Display Work Order screen indicates the details of a finished good work order including:

• the work order number
• the warehouse where the finished good and its component items are located
• the vendor who is responsible for producing the finished good
• the quantity of the finished good to be assembled
• the date the finished good is available for sale
• the component items that make up the finished good
• the locations the component items are taken from to make up the finished good

See Create Work Order Details Screen for a description of the fields on this screen.

You can also display a component's locations from this screen by selecting a component item. You advance to the Display Work Order Locations screen.

An error message similar to the following indicates if you select Locations for a component item that is not taken from more than one location:

This record does not have multiple locations to display

See Work with Work Order Detail Locations Screen for a description of the fields on this screen.

Processing Work Orders

Purpose: Once you have assembled all of the finished goods for a work order, you can process it. Processing work orders increases the inventory of the finished good and decreases the inventory of its component items through the make up finished good inventory transaction (transaction code = M).

To perform the make up finished good inventory transaction you must:

• define the location where the finished good is stored
• define the location or locations from which the component items are picked from to make up the finished good

Select Location Window

You can process a work order on the Work with Work Orders Screen by selecting Process for a work order. The Select Location pop-up window opens.

Field	Description
Work order #	The number of the work order you are processing. Numeric, 7 positions; display-only.
Kit	The item, SKU and description of the finished good you are processing. Item: Alphanumeric, 12 positions; display-only. SKU: Alphanumeric, three 4-position fields; display-only.
Warehouse	The warehouse code and description in which the finished good you are processing is stored. Warehouse codes are defined in and validated against the Warehouse table. Warehouse code: Numeric, 3 positions; display-only. Warehouse description: Alphanumeric, 3o positions; display-only.
Quantity	The total quantity of finished goods to be produced on this work order. The quantity you entered when you created the work order defaults, but can be overridden. You can process a portion of the finished goods that are ready on the work order by entering a quantity less than the total quantity available. The finished goods that are not processed, remain open on the work order until you process them. Numeric, 7 positions; required.
Location	The location where the finished good will be placed once it is processed. The primary location for this finished good defaults if you have selected the Default Primary Location (C05) system control value. You can prompt on this field to advance to the Select Item Location screen, where you can select an item location to default to the Location field on the Select Location window. If you do not select a location at the Select Item Location screen, you return to the Select Location window and the Location field updates to blank. Alphanumeric, 7 positions; required.

Instructions: Use the following steps to select the quantity of the finished good you want to process and the location where the finished goods will be placed once they are assembled.

1. Review the quantity of the finished goods to assemble for this work order. To change the amount, enter a different quantity in the Quantity field. The following message indicates if you enter a quantity that is greater than the original quantity: Quantity entered cannot be greater than original quantity.
2. Enter the location where you want the finished goods to be placed once they are assembled.
3. Select OK to accept the quantity and location you entered. You advance to the Work with Kit Makeup Screen, where you can arrange the component items on the work order and process a make up finished good inventory transaction (transaction code = M).

System validations: When you select OK, the system checks that;

• The location you entered exists. A message similar to the following indicates if the location you entered does not exist:

  Location (K010104) does not exist.

• The location you entered is not frozen. A message similar to the following indicates if the location you entered is frozen:

  Location K010104 frozen

• The item/location you entered is not frozen. A message similar to the following indicates if the item/location you entered is frozen:

  Location K010104 frozen

• If the location you entered is a primary location, the Allow Multiple Primary Item Locations (D12) system control value is set to ALLOW.

• The location class for the location matches the location class for the item if the Allow Location Class Edit in Inventory Transaction (F86) system control value is selected. An error message similar to the following indicates if the location's location class does not match the item's location class:

  Item is not compatible with Location.

• The quantity you entered in the Quantity field is not greater than the original quantity. An error message similar to the following indicates if you enter a quantity that is greater than the original quantity:

  Quantity entered cannot be greater than original quantity.

• The Default Primary Location (C05) system control value is selected. An error message similar to the following indicates if you have not selected this field:

  No Default Location was found. Please enter a location.

Work with Kit Makeup Screen

Purpose: Use this screen to arrange the component items on a finished good work order and process a make up finished good inventory transaction (transaction code = M).

How to display this screen: Select OK on the Select Location Window. You can also display this screen by entering valid information for a finished good at the Work with Inventory Transactions Screen.

Field	Description
Batch #	The number of the batch assigned to this work order. The batch number is used to keep track of the component items that make up the finished good. Numeric, 7 positions; display-only.
Work order #	The number used to identify the work order that this finished good is assigned to. Numeric, 7 positions; display-only.
Kit	The item, SKU and description of the finished good on this work order. Item: Alphanumeric, 12 positions; display-only. SKU: Alphanumeric, three 4-position fields; display-only. Description: Alphanumeric, 30 positions; display-only.
Component	The item, SKU and description of a component item that makes up the finished good. Item: Alphanumeric, 12 positions; display-only. SKU: Alphanumeric, three 4-position fields; display-only. Description: Alphanumeric, 30 positions; display-only.
Control quantity	The quantity of the component that is needed to make up the finished good. Numeric, 7 positions; display-only.
Actual quantity	The quantity of the component that is taken from a location. If you are taking a component from more than one location, be sure the actual quantity matches the control quantity. Numeric, 7 positions; required.
Whs (Warehouse)	A code for the warehouse that contains the component item. Warehouse codes are defined in and validated against the Warehouse table. The warehouse code for this work order defaults. Numeric, 3 positions; display-only.
Location	The location from which the system suggests to pick the component items. If more than one location has been suggested, the Location field is blank and a plus (+) sign is displayed. If you change the location for a component item, the system checks that: the item exists in that location the item/location freeze flag = Unselected the available quantity in the location is equal to or greater than the quantity needed to make up the finished good You can add locations to a component item by selecting Locations for the component item you wish to change. See Select Location Window. Alphanumeric, 7 positions; required.

Instructions:

1. Complete the necessary fields.
2. Select Accept.
3. You return to the Work with Work Orders Screen, where you can process another finished good work order.

System validations: When you select Accept to process a work order, the system checks that:

• The component items exist in the locations specified. A message similar to the following indicates if a component item does not exist in the location specified:

  The system could not reserve the entire Qty required. Qty available (0)

• There is enough available on-hand quantity in each location for each component item to make up the finished good. If the on-hand quantity is not enough, the system will not process the work order and displays the following message: Trans qty (-100) will cause on hand quantity in item location to be negative. The system uses the following calculation to determine the amount available in each location:

  On-hand - [printed - (pending quantity - pending work order quantity) = available on-hand

• The amount of component items taken from each location will not reduce the on-hand quantity below the reserved quantity.

• The locations are not frozen.

• The item locations are not frozen.

System updates: When you select Accept to process a work order:

• The make up finished good inventory transaction is processed (this increases the amount of finished goods and decreases the amount of each component item).
• Inventory transaction history records are created for the finished good and its component items. See Display Inventory Transaction History (DITH).
• The Pending transfer quantity field in the Item Location table for each component item is reduced by the quantity processed.
• The work order record is deleted if the entire quantity of finished goods on the work order has been processed; if not, the quantity in the Work Order Header table is reduced by the quantity processed.
• The Protected qty (Protected quantity) field in the Item Warehouse table for each component item is reduced by the quantity processed.
• The On order field in the Item Warehouse table for the finished good is reduced by the quantity processed.

Screen Option	Procedure
Add a component location	Select Add location for the component to advance to the Create Kit Makeup Location Screen.
Accept the kit	Select Accept. You return to the Work with Work Orders Screen.

Create Kit Makeup Location Screen

Purpose: Use this screen to add locations to component items. Adding locations allows you to take a component item from more than one location to make up the finished good. There must be a quantity in each location before you can perform this transaction.

How to display this screen: Select Add location for the component item at the Work with Kit Makeup Screen.

Field	Description
Actual quantity	The quantity of the component item that is taken from a location. If you are taking a component item from more that one location, be sure the actual quantity matches the control quantity. Alphanumeric, 7 positions; required.
Location	The location from which the system suggests to pick the component items. If more than one location has been suggested, the Location field is blank and a plus (+) sign is displayed. If you change the location for a component item, the system checks that: the item exists in that location the item/location freeze flag = Unselected the available quantity in the location is equal to or greater than the quantity needed to make up the finished good Alphanumeric, 7 positions; required.

System validations: When you add a location to a component item, the system checks that:

• The item location exists. A message similar to the following indicates if the item location you enter does not exist:

  Location (K010105) does not exist.

• The item location Reservation freeze flag is unselected. A message similar to the following indicates if the Reservation freeze flag in the item location table is selected:

  The system could not reserve the entire Qty required. Qty available (0)

• the location Freeze field is unselected. The following message indicates if the Freeze field in the location table is selected:

  No available location found for component item

• the Cls (Location class) for the location matches the Loc class (Location class) for the item if the Allow Location Class Edit in Inventory Transaction (F86) system control value is selected. An error message similar to the following indicates if the location's location class does not match the item's location class:

  Item is not compatible with Location.

• There is enough available on-hand quantity in the location for each component item to make up the finished good. The system uses the following calculation to determine the amount available in a location:

  On-hand - (printed - negative pending transfer quantity) = available on-hand

Transaction History

Topics in this part: The following topics describe the history information maintained for inventory transactions and how to display and print this information.

• Display Inventory Transaction History (DITH) describes the amount of history available, describes the inventory transaction history scan screen, and tells you how to display a specific record.

• Print Inventory Transaction History (PITH) tells you how to use the selection screen and how to print inventory transaction history. It also describes a sample report.

Display Inventory Transaction History (DITH)

Purpose: Inventory transaction history provides a record of all the transactions performed in your company. Transactions you enter, transactions the system performs in the background, and transactions processed through the Generic Inventory Transaction Upload are available through this menu option. You can restrict the display by scanning on different fields, including location, date, item number, SKU, and transaction codes.

How long is history available? Inventory transaction history remains on the system for at least the number of days specified in the Inventory Transaction History Retention Days (A24) system control value. When you run the Inventory Transaction History Purge function (Fast path = MITH), the system deletes any inventory transaction history older than this number of days.

Batch inventory overlay: The Batch Inventory Overlay Upload does not create inventory transaction history records.

In this topic:

• Inventory Transaction History Screen (1 of 2)
• Inventory Transaction History Screen (2 of 2)

Inventory Transaction History Screen (1 of 2)

Purpose: Use this screen to review inventory transactions or to select a particular transaction for detail review.

How to display this screen: Enter DITH in the Fast path field at the top of any menu or select Display Inventory Transaction History from a menu.

When you first advance to this screen, item transaction history records display in ascending item, SKU, warehouse code, transaction date, transaction time, item transaction history sequence number sequence. This is the sequence of records when you select View By FIFO.

Select View By LIFO to display item transaction history records in ascending item, SKU, warehouse code, descending transaction date, ascending transaction time, and item transaction history sequence number sequence.

Maximum number of records to display: The system displays the first 500 records in the Item Transaction History table for your company that meet your search criteria. The following message displays if there are more than 500 records to display:

The maximum number of records was exceeded. Please refine search criteria. Showing records 1-500.

You can use the fields on this screen to refine the item transaction history records you wish to review. In order to refine the records that display you must select OK after you enter your search criteria.

Column sort: You can sort on any of the columns on this screen by clicking the column name. An arrow pointing up displays next to the field when the values for the field display in ascending sequence; an arrow pointing down displays next to the field when the values for the field display in descending sequence.

Field	Description
Warehouse	The number of the warehouse where the transactions took place. Enter a valid warehouse code and select OK to display inventory transaction history for the specified warehouse. The description of the warehouse displays next to this field. Leave this field blank if you want to display inventory transaction history for all warehouses; in this situation, the text ALL WAREHOUSES displays next to this field. Numeric, 3 positions, optional.
Date From Date To	The date the transaction took place. Enter a date range and select OK to display inventory transaction history for the specified date range. The From date must be equal to or earlier than the To date. Enter a valid date in the first date field and select OK to display inventory transaction history, beginning with the date you entered. Enter a valid date in the second date field and select OK to display inventory transaction history, ending with the date you entered. Numeric, 6 positions (user date format); optional
	A separate row displays for the first 500 item transaction history records that meet your search criteria.
Item	A code that represents a unit of inventory. Enter a valid item code and select OK to display inventory transaction history that matches your entry. Alphanumeric, 12 positions; optional.
Clr/size/wdth (SKU codes)	The item's unique characteristics, such as its color and size. Enter a valid SKU code and select OK to display inventory transaction history for items associated with this SKU. Alphanumeric, three 4-position fields; optional.
Date (Transaction date)	The date the transaction took place. Numeric, 6 positions; display-only.
Code	The inventory transaction code. Enter a valid inventory transaction code and select OK to display inventory transaction history for the specified inventory transaction code. These may be system- or user-defined. The system-defined codes are: A = Adjustment C = Customer Return E = Express Bill G = Item to Item Transfer I = Issue Note: The system writes an issue (I) type transaction history record when non-inventory and drop ship items go through billing if the Create Item Transaction History for Non-Inventory Items (E39) system control value is selected. M = Make up Finished Good O = Reset On-Hand Quantity R = Receiving T = Transfer V = Return to Vendor See Work with Inventory Transaction Codes (WITC). Alphanumeric, 1 position; optional.
Location	The item's location at the time the transaction took place. The location is blank for drop shipments and non-inventory transactions. Enter a valid location and select OK to display inventory transaction history for the specified location. Alphanumeric, 7 positions; optional.
Reason	A code that represents the reason why the inventory transaction was performed. See Work with Inventory Transaction Reason Codes (WIT1). Enter a valid reason code and select OK to display inventory transaction history for the specified reason code. Numeric, 2 positions; optional
Qty (Quantity)	The number of units that this transaction affected. Numeric, 8 positions; display-only.
On-Hand Fields
Old	The on-hand quantity for the item/location before the transaction was processed. The old on-hand quantity is blank for drop shipments and non-inventory transactions. Numeric, 6 positions; display-only.
New	The on-hand quantity for the item/location after the transaction was processed. The new on-hand quantity is blank for drop shipments and non-inventory transactions. Numeric, 6 positions; display-only.

Screen Option	Procedure
Display details of a transaction's history	Select Display for a transaction to display its history. See Inventory Transaction History Screen (2 of 2).
Toggle the display of transaction history records between ascending and descending date order	Select View by LIFO/FIFO. FIFO displays in the upper left corner of the screen when you are viewing inventory transaction history in first in, first out sequence. LIFO displays in the upper left corner of the screen when you are viewing inventory transaction history in last in, first out sequence.

Inventory Transaction History Screen (2 of 2)

Purpose: Use this screen to review detail information about an inventory transaction.

How to display this screen: From the Inventory Transaction History Screen (1 of 2), select Display for a transaction.

Field	Description
Warehouse	A code that represents the warehouse where the transaction was performed. The warehouse is 0 for drop shipments and non-inventory transactions. Numeric, 3 positions.
Item/SKU	Item = A code representing a unit of inventory. Alphanumeric, 12 positions. SKU = The item's unique characteristics, such as its color and size. Alphanumeric, three 4-position fields. Item description = A description of the item. The item description displays below the item code. Alphanumeric, 120 positions.
Date/Time/Seq# (Date, time and sequence number)	The date and time when the transaction was performed, and a unique number to identify how many transactions for the same warehouse and item/SKU took place at this same date and time. Date: Numeric, 8 positions (user date format). Time: Numeric, 8 positions (HHMMSS format). Sequence number: Numeric, 3 positions.
Code	A code that identifies types of inventory transactions. Certain codes are supplied by the system, and you can also create your own. System-supplied codes are: A = Adjustment C = Customer Return E = Express Bill G = Item to Item Transfer I = Issue M = Make up Finished Good O = Reset On-Hand Quantity R = Receiving T = Transfer V = Return to Vendor See Work with Inventory Transaction Codes (WITC). Alphanumeric, 1 position.
Location	The warehouse location affected by the inventory transaction. For example, if you are viewing an adjustment transaction, the location where the inventory was adjusted is indicated. The location is blank for drop shipments and non-inventory transactions. Two inventory transaction history records are created for transfer transactions: One record contains the “from” location; the other contains the “to” location. Alphanumeric, 7 positions.
Quantity	The number of units that this transaction affected. Numeric, 8 positions.
Old O/H (Old on-hand quantity)	The on-hand quantity before this transaction took place. This field is blank for non-inventory items and drop ship items, since inventory is not affected. Numeric, 8 positions.
New O/H (New on-hand quantity)	The on-hand quantity after this transaction took place. This field is blank for non-inventory items and drop ship items, since inventory is not affected. Numeric, 8 positions.
ID# Item transaction history ID	An identification number or description of the inventory transaction, either entered when the inventory transaction was created or assigned by the system. Label settings: Possible ID# labels assigned by the system include: DROP SHIP = identifies a drop shipment inventory transaction. NONINVISSU = identifies an inventory transaction record for a non-inventory item. Note: The system creates inventory transaction history records for drop ship and non-inventory items only if the Create Item Transaction History for Non-Inventory Items (E39) system control value is selected. ID numbers: The system also uses the ID# field to provide additional information for the following types of inventory transactions: item-to-item transfers (transaction code = G) = a system-assigned ID number. Both the “from” and “to” transactions share the same ID number. finished good make-up transaction (transaction code = M) = the work order number for the finished good created through the work order process. See Finished Good Work Order Processing (WWOR) for background. Alphanumeric, 10 positions.
Batch#	The number of the batch containing the inventory transaction. The system assigns batch numbers in both immediate and batch inventory transactions. Numeric, 7 positions.
Transaction#	The number of transactions within the batch. Numeric, 7 positions.
Order #	The number of the order affected by the inventory transaction. Numeric, 7 positions.
Invoice #	The number of the invoice affected by the inventory transaction. Numeric, 7 positions.
Purchase order #	The number of the purchase order affected by the inventory transaction. Numeric, 7 positions.
Reason	A code that represents the reason the inventory transaction was performed. Not all transactions have reason codes. See Work with Inventory Transaction Reason Codes (WIT1). Numeric, 2 positions.
User	The User ID of the person who performed the transaction. Alphanumeric, 10 positions.
Extended Cost	The unit cost of the item. The system uses the Standard cost from the SKU table for both SKU’d and non-SKU’d items. Numeric, 13 positions with a four-place decimal.

Print Inventory Transaction History (PITH)

Purpose: You can print transaction history in the same way that you view the history screens. You can choose the exact categories of items you want to print by specifying the warehouse, SKU, date, batch number, location, transaction code, reason code, or the user who performed the transaction.

In this topic:

• Print Inventory Transaction History Screen

• Inventory Transaction History Report

Print Inventory Transaction History Screen

How to display this screen: Enter PITH in the Fast path field at the top of a menu or select Print Transaction History from a menu

Selection criteria: Use the fields on the Print Inventory Transaction History screen to select the transactions you want printed. If you enter information in multiple fields, the system includes only those transactions that meet all qualifications.

Field	Description
Warehouse	A code that represents a warehouse. Validated against the Warehouse table; see Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; optional.
(Item) colr  size othr	Four fields containing the item number and the SKU, a code that represents the special characteristics of an item, such as its color, width and size. These fields are validated against the Item table and the SKU table. (Item)  Alphanumeric, 12 positions; optional. (SKU)  Alphanumeric, three 4-position fields; optional.
Date	The date the transaction took place. Numeric, 6 positions; optional.
Batch#	The number of the batch of the transaction. Numeric, 7 positions; optional
Location	The code representing the area within the warehouse that contains the item or SKU. Validated against the Location table; see Creating and Maintaining Locations (WLOC). Alphanumeric,  7 positions; optional
Transaction Code	A code that described the type of transaction performed; system-supplied codes that pertain to transactions include: A Adjustment C Customer Return E Express Bill G Item to Item Transfer I Issue M Make up Finished Good R Receiving T Transfer V Return to Vendor See Work with Inventory Transaction Codes (WITC). Alphanumeric, 1 position; optional.
Reason	A code that represents the reason the inventory transaction was performed; not all transactions require codes. See Work with Inventory Transaction Reason Codes (WIT1). Numeric, 2 positions; optional.
User	The User ID of the person who performed the transaction. Alphanumeric, 8 positions; optional.

Instructions: To print the Inventory Transaction History Report.

• Complete the necessary fields.

• Select Print list to submit the I/T_TRANS job.

Inventory Transaction Setup

Topics in this part: The following topics describe the setup required to perform inventory transactions.

• Work with Inventory Transaction Codes (WITC) explains the purpose of transaction codes, tells you how to work with the code scan screen, and tells you how to create, change, display, delete, and print transaction codes.

• Work with Inventory Transaction Reason Codes (WIT1) explains how to use the Transaction Reason Code scan screen, and how to create, change, display, delete, and print a list of reason codes.

• Verifying Inventory Sharing (VISH) explains how to generate the Verify Inventory Sharing Report, which lists the items in the sharing warehouse that are not setup correctly for inventory sharing.

Work with Inventory Transaction Codes (WITC)

Introduction: Inventory transaction codes provide a concise way to describe the transactions that are performed on inventory. These codes control whether the inventory is being increased, decreased, or just moved.

In this topic:

• System Codes

• Work with Inventory Transaction Codes Screen

• Create Inventory Transaction Code Screen

• Change Inventory Transaction Code Screen

System Codes

There are codes that come with the system and cannot be deleted. You can add customized codes for any purposes you require. Note that each code must consist of a unique number or letter.

Code	Description	Effect on Inventory Levels
A	Adjustment	Used in inventory transactions to increase on-hand if positive quantity is entered; decreases on-hand if negative quantity is entered.
C	Customer Return	Used by the system when processing return merchandise via the Return Authorization module or Order Maintenance. Return transactions will always increase the on-hand quantity in the specified warehouse.
E	Express Bill	Used by the system when processing an order that will not go through the normal pick and confirmation cycle (i.e., merchandise is already picked and shipped before the order is entered).
G	Item to Item Transfer	Used in inventory transactions to transfer one item to another, such as when you stop offering an item independently and include it in a grab bag instead. ()
I	Issue	Used by the system to decrease on-hand for confirmed shipments. The system writes an issue transaction for non-inventory and drop ship items when the Create Item Transaction History for Non-Inventory Items (E39) system control value is selected. See Display Inventory Transaction History (DITH).
M	Make Up Finished Good	Used in inventory transactions to increase on-hand amount for the finished good item and decreases on-hand for the components.
O	Reset On-Hand Quantity	Used in inventory transactions to reset the on-hand quantity to the entered value. ()
R	Receiving	Used in the purchase order receipts program for merchandise received.  Increments the on-hand.
T	Transfer	Used in inventory transactions to increase on-hand  in "to" location and decreases the on-hand in "from" locations.
V	Return to Vendor	Used in inventory transactions to decrease on-hand amount if positive quantity is entered; increases on-hand if negative quantity is entered.

Components of codes: Codes have four attributes:

• An attribute that states whether the code can be used in inventory transactions or only by the system for other updating.

• An attribute that controls whether this code must have an additional reason code entered when the code is entered; see Work with Inventory Transaction Reason Codes (WIT1)

• A plus (+) or minus (-) code that indicates whether inventory will be increased or decreased by the quantity in the transaction.

Work with Inventory Transaction Codes Screen

Purpose: Use this screen to create, change, delete, or display transaction codes.

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

Field	Description
Cde (Code)	The code representing an inventory transaction. Alphanumeric, 1 position; optional.
Description	A description of the code. Alphanumeric, 30 positions; optional.
Allow	Indicates whether you can use this code when processing inventory transactions, or if it is reserved for system use. Selected = Transaction is allowed in inventory transactions. Unselected = Transaction is not allowed in inventory transactions. Note: Even if this value is unselected, you can still process a transaction of this type through the Generic Inventory Transaction Upload. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).
Rsn (Reason)	This setting indicates whether you must enter an inventory transaction reason code when you process this type of inventory transaction. Reason codes are defined in and validated against the Item Transaction Reason table; see Work with Inventory Transaction Reason Codes (WIT1). Selected = Reason code required. Unselected = Reason code not required.
+/- (Add to/Subtract from inventory)	This entry indicates how inventory will be affected when a transaction is processed with this code. Valid values are: +  = Transaction quantity added to on-hand. -  = Transaction quantity subtracted from on-hand. The inventory transaction code used as the Inventory Transaction Code for ’Sync’ Processing (I85) should have this flag set to +. Numeric, 1 position; optional.

Screen Option	Procedure
Create an inventory transaction code	Select Create to advance to the Create Inventory Transaction Code Screen.
Change an inventory transaction code	Select Change for a code to advance to the Change Inventory Transaction Code Screen.
Delete an inventory transaction code	Select Delete for a code to delete it.
Display an inventory transaction code	Select Display for a code to advance to the Display Inventory Transaction Code Screen. You cannot change any information on this screen. See the Create Inventory Transaction Code Screen for field descriptions.

Create Inventory Transaction Code Screen

Purpose: Use this screen to create an inventory transaction code.

How to display this screen: On the Work with Inventory Transaction Codes Screen, select Create.

Field	Description
Cde (Code)	The key to the Item Transaction Code table. The following codes are supplied with the system and cannot be deleted: A = Adjustment C = Customer Return E = Express Bill G = Item to Item Transfer I = Issue M = Make Up Finished Good O = Reset On-Hand Quantity R = Receiving T = Transfer V = Return to Vendor See System Codes. Alphanumeric, 1 position. Create screen: required. Change screen: display-only.
Description	A description of the code. Alphanumeric, 30 positions. Create screen, or change screen for user-defined codes: required. Change screen for system codes: display-only.
Allowable	Indicates whether you can use this code during inventory transactions or if it is for system use only. Selected = You can use this code for inventory transactions. Unselected = You cannot use this code for inventory transactions. Note: This field cannot be changed for system-supplied codes. Even if this value is unselected, you can still process a transaction of this type through the Generic Inventory Transaction Upload. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). Create screen, or change screen for user-defined codes: required. Change screen for system codes: display-only.
Reason required	This field indicates whether the transaction code requires a reason code. Reason codes are defined in and validated against the Item Transaction Reason table; see Work with Inventory Transaction Reason Codes (WIT1). Reason codes should not be required for codes that you cannot use for inventory transactions (Allow = Unselected). Selected = Reason code required. Unselected = Reason code not required. Alphanumeric, 1 position; required.
+/- (Add to/Subtract from inventory)	This entry indicates how inventory will be affected when a transaction is processed with this inventory transaction code. Valid values are: +  = Transaction quantity added to on-hand. -  = Transaction quantity subtracted from on-hand. Note: You cannot change this field for system-supplied codes. Numeric, 1 position. Create screen, or change screen for user-defined codes: required. Change screen for system codes: display-only.

Change Inventory Transaction Code Screen

To change: Select Change for the inventory transaction code at the Work with Inventory Transaction Codes Screen to advance to the Change Inventory Transaction Code screen.

You can change any field on this screen except the Code field for codes you define. You can change only the Reason field for system-supplied codes. See the Create Inventory Transaction Code Screen for field descriptions. Change the necessary information and select OK.

Note:

You cannot delete the System Codes.

Work with Inventory Transaction Reason Codes (WIT1)

Purpose: Use Work with Inventory Transaction Reason Codes to create, display, change, delete, or print the reason codes that are used immediate and batch inventory transactions.

Transaction reason codes explain why a transaction was performed. These codes display in Display Inventory Transaction History and Display Inventory Transaction Summary.

Transaction reason codes are only required on some transactions. For example, a Receiving transaction would not require a code, but a Return-to-Vendor transaction may require a code. When you create inventory transaction codes you determine whether or not a specific transaction code requires a reason code.

In this topic:

• Work with Inventory Transaction Reason Screen

• Create Inventory Transaction Reason Screen

Work with Inventory Transaction Reason Screen

Purpose: Use this screen to create, display, change, delete, or print the reason codes that are used immediate and batch inventory transactions.

How to display this screen: Enter WIT1 in the Fast Path field at the top of a menu or select the option from a menu.

Field	Description
Reason	A code that represents a reason to perform an inventory transaction, such as an adjustment, return-to-vendor, etc. Numeric, 2 positions; optional.
Description	A description of the code. Alphanumeric, 30 positions; optional.

Screen Option	Procedure
Create a new code	Select Create to advance to the Create Inventory Transaction Reason Screen.
Change a code	Select Change for a code to advance to the Change Inventory Transaction Reason Screen. You can change only the description. See the Create Inventory Transaction Reason Screen for field descriptions.
Delete a code	Select Delete for a code to delete it.
Display a code	Select Display for a code to advance to the Display Inventory Transaction Reason Screen. You cannot change any information at this screen. See the Create Inventory Transaction Reason Screen for field descriptions.

Create Inventory Transaction Reason Screen

To create: Select Create at the Work with Inventory Transaction Reason Screen.

Field	Description
Reason	A code that represents a reason to perform a transaction, such as the item is damaged. Numeric, 2 positions. Create screen: required. Change screen: display-only.
Description	A description of the code. Alphanumeric, 30 positions; required.

Verifying Inventory Sharing (VISH)

Purpose: Use this menu option to generate the Verify Inventory Sharing Report for a specified sharing warehouse; this report lists the items in the sharing warehouse that are not setup correctly for inventory sharing.

The Inventory Sharing (A69) system control value defines whether a company will fulfill orders from another company’s inventory. When this system control value is selected, the Sharing warehouse and Shared company/warehouse fields appear on the Create, Change, or Display Warehouse screens.

Note:

• The Shared company and warehouse is the company and warehouse that contains the actual inventory. This is the company and warehouse that shares inventory with other warehouses in other companies. In this company, you select the Sharing warehouse field for the shared warehouse.

• The Sharing company and warehouse is the company and warehouse that does not contain inventory, and instead, points to the shared company and warehouse. In this company, you set the Shared company/warehouse fields for the sharing warehouse; these fields correspond to the actual shared warehouse in the other company.

Setup for inventory sharing: Setup for sharing the inventory in a company with one or more other companies is described in the table below.

Setup	Example
System control value: Select the Inventory Sharing (A69) system control value in all companies to participate in inventory sharing, including both the company where you actually maintain the inventory and the company(ies) to share the inventory.	Select the Inventory Sharing (A69) system control value in company 1 (shared company, where you actually maintain the inventory) and company 2 (sharing company).
Shared warehouse: In the warehouse in the shared company, select the Sharing warehouse field. Do not set the Shared company/warehouse in the sharing company.	Warehouse 10 is the actual warehouse in company 1. Set the Sharing warehouse flag in warehouse 10 of company 1.
Sharing warehouse(s): In the sharing company(ies): Set the Shared company/warehouse fields for the virtual warehouse which corresponds to the actual warehouse. Leave the Sharing warehouse field unselected. Note: You should use the same warehouse number for the warehouse in the shared company and the virtual warehouse(s) in the sharing company(ies).	Warehouse 10 of company 2 is a virtual warehouse. In warehouse 10 of company 2, set the Shared company/warehouse to 1 and 10.
Locations: Create the same location(s) in the actual warehouse in the shared company and the virtual warehouse in the sharing company.	Create location A010101 in warehouse 10 of company 1 and warehouse 10 of company 2.
Items: Create the same item(s) in the shared company and in the sharing company, with consistent item warehouse and item location records across the companies.	Item AB100 has a default warehouse of 10 and primary location of A010101 in both company 1 and company 2.

Verify Inventory Sharing Screen

Use this screen to generate the Verify Inventory Sharing Report for a specified sharing warehouse; this report lists the items in the sharing warehouse that are not setup correctly for inventory sharing.

Note:

The sharing warehouse is the warehouse in the company that does not contain the actual inventory. This is the warehouse whose Shared company/warehouse fields contain the company and warehouse that contains the actual inventory. If you generate the Verify Inventory Sharing report from the company and warehouse that shares inventory, the report will be blank.

How to display this screen: Enter VISH in the Fast path field or select Verify Inventory Sharing from a menu.

Field	Description
Enter warehouses	Enter a code for the warehouse you wish to verify is setup for inventory sharing. Numeric, 3 positions. required.

Instructions: Enter a warehouse code in the Enter warehouse field that represents a sharing warehouse and select OK.

• If the Shared company/warehouse fields for the warehouse are blank, a message similar to the following displays: Warehouse 1 does not share inventory with another warehouse.

• If the Shared company/warehouse fields for the warehouse are populated, the system submits the VFY_INV_SH job, which generates the Verify Inventory Sharing Report. This report lists the items that are not set up correctly for inventory sharing.

For more information: See the description of the Inventory Sharing (A69) system control value for more information on inventory sharing.

Item Where Used

Topics in this part: The following topics describe the finished good explosion functions and the reports they produce.

• Finished Good/Component On Hand (MFGO) defines the terms used in this topic.

• Explode Finished Good Items (MKEX) defines the purpose of this function, describes the Finished Good Explosion screen, and describes a sample report.

• Where Finished Good Component Item Usage (MKCU) defines the purpose of this function, displays the Where F. Good Component Item Usage screen, and explains the sample report.

• Where Set Component Item Usage (MSCU) defines the purpose of this function, displays the Where Set Component Item Usage screen, and explains the sample report.

• Where Variable Set Component Item Usage (MVCU) defines the purpose of this function, displays the Where Variable Set Component Item Usage screen, and describes the sample report.

Finished Good/Component On Hand (MFGO)

Purpose: Use Finished Good/Component On Hand to generate the Finished Good/Component On Hand Report, which lists all finished good items and their components for the warehouse specified.

Finished Good/Component On Hand Screen

How to display this screen: Enter MFGO in the Fast path field at the top of any menu or select Finished Good/Component On Hand from a menu.

Field	Description
Warehouse	Enter the warehouse where the finished good items you wish to include on the Finished Good/Component On Hand Report are stored. An error message similar to the following indicates if you enter an invalid warehouse for the company you are currently in: Warehouse (47) does not exist in company (555). Numeric, 3 positions; required.

Explode Finished Good Items (MKEX)

Purpose: Use Explode Finished Good Items to generate the Finished Good Explosion Report, which lists the total quantity of each finished good that must be assembled based on existing and projected demand.

This report lists components required to make up the finished good items. The listing details the finished good item number, the total quantity to be assembled, the quantity on hand, the quantity on order from customers, the projected quantity, the component item/SKU numbers, quantity of each component required, and the quantity on hand for the components. This listing can be used as a worksheet to assist the warehouse personnel assembling the finished goods.

Finished Goods Explosion Screen

How to display this screen: Enter MKEX in the Fast path field at the top of any menu or select Explode Finished Good Items from a menu.

Field	Description
Warehouse	The number of the warehouse that contains the items whose transactions you want to list on the Finished Good Explosion Report. Defaults from the Default Warehouse (A04) system control value. Warehouse codes are validated against the Warehouse table; see Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions, required.
Selection option	Enter the number of the orders to include on the report. Valid values: Include only open orders Include both open and held orders Required.

Where Finished Good Component Item Usage (MKCU)

Purpose: Use this option to generate the Where Kit Component Item Used Report, which provides a list of all the places where a specific component is used in your finished good items.

Where Finished Good Component Item Usage Screen

Purpose: Use this screen to generate the Where Kit Component Item Used Report for a specific component item.

How to display this screen: Enter MKCU in the Fast path field at the top of any menu or select Where Finished Good Component Item Usage from a menu.

Field

Description

Component item

The item number and, if applicable, the SKU to include on the Where Kit Component Item Used Report. The system validates this number against the Item table. The system also checks to be sure that the entered item is a component of at least one finished good. If the item is not a component, an error message similar to the following indicates: Kit component item (MTNS RED SMLL) does not exist. (Item) Alphanumeric, 12 positions; required. (SKU) Alphanumeric; three 4-position fields; required if item has SKU.

Where Set Component Item Usage (MSCU)

Purpose: Use this option to generate the Where Set Component Item Used Report, which provides a listing of all sets that use the component item you specified.

Where Set Component Item Usage Screen

How to display this screen: Enter MSCU in the Fast path field at the top of any menu or select Where Set Component Item Usage from a menu.

Field

Description

Component item

The item number and, if applicable, the SKU to include on the Where Set Component Item Used Report. The system validates this number against the Item table. The system also checks to be sure the entered item is a component of at least one set. If the item is not a component, an error message similar to the following indicates: Kit component item (MTNS RED SMLL) does not exist. (Item):  Alphanumeric, 12 positions; required. (SKU):  Alphanumeric, 3 4-position fields; required if the item has a SKU.

Completing this screen: Enter to item to include on the Where Set Component Item Used Report and select Accept.

Where Variable Set Component Item Usage (MVCU)

Purpose: Use this option to generate the Where Variable Set Component Used Report, which provides a list of all variable sets that use the component item you specified.

Where Variable Set Component Usage Screen

How to display this screen: Enter MVCU in the Fast path field at the top of any menu or select Where Variable Set Component Item Usage from a menu.

Field

Description

Component item

The item number and, if applicable the SKU to include on the Where Variable Set Component Used Report. The system validates this number against the Item table. The system also checks to be sure the item is a component of at least one variable set. If the item is not a component, an error message similar to the following indicates: Variable set component item (MTNS RED SMLL) does not exist. (Item):  Alphanumeric, 12 positions; required. (SKU):  Alphanumeric, 3 4-position fields; required it the item takes a SKU

Purchase Order Receipts (PORC)

For information on:	See:
the options available when receiving purchase orders, how the system determines the cost of an item, and how the Suggest Warehouse Placement function works (overview)	Purchase Order Receiving Overview
selecting purchase orders for receipt, including scanning options	Selecting Purchase Orders for Receipt (PORC)
available options for posting receipts	Receiving Purchase Orders (PORC)

Purchase Order Receipts

Topics in this part: The following topics describe the functions available when using receiving merchandise from your vendors.

• Purchase Order Receiving Overview describes the options available when receiving purchase orders, explains how the system determines the cost of an item and how the Suggest Warehouse Placement function works, and shows you how to locate the function.

• Working with P/O In Transit Information (MPIT) shows you how to quickly update a purchase order with shipping information.

• Selecting Purchase Orders for Receipt (PORC) shows you how to enter the purchase order number you want to post receipts against, and how to scan for open purchase orders.

• Receiving Purchase Orders (PORC) describes the various methods of posting receipts to a purchase order, shows you how to post receipts using each of the available methods, and describes each of the options available in PO receipts.

• Placing Suspended Stock (SUSP) shows you how to transfer merchandise from suspense to inventory.

Working with P/O In Transit Information (MPIT)

Purpose: The Work With P/O In Transit Information function provides a fast path method to update a purchase order with information about incoming shipments from your vendors. You can quickly update the purchase order with the:

• quantity of an item in transit

• date an item is due from the vendor

• date you will cancel an item if it has not been received

• date you can promise an item to your customers.

The Purchase Order Detail table is updated with the information entered here. This information can also be updated using the PO Maintenance - Change PO Detail screen. It can be viewed using the Display PO Detail screen. See Maintaining Purchase Orders (MPOE) and Purchase Order Inquiry (MPOI).

In this topic:

• Purchase Orders In Transit Select Prompt Screen

• Update In Transit Information Screen

Purchase Orders In Transit Select Prompt Screen

Purpose: Use this screen o select the purchase order you want to update. You can enter the purchase order number or you can use the prompt function to display a list of purchase orders on the system.

How to display this screen: Enter MPIT in the Fast path field at the top of any menu or select Maintain PO In-Transit Information from a menu.

Field	Description
PO #	Enter the number of the purchase order you want to update in the PO# field to display the Update In Transit Information Screen. The purchase order number entered is validated against the Purchase Order table. Numeric, 7 positions; required.

Update In Transit Information Screen

Purpose: This screen displays each line item on the selected purchase order and is used to update the quantity in transit, the cancel date, the due date or the promise date for a line item that has not yet been received.

How to display this screen: Select a purchase order number at the Purchase Orders In Transit Select Prompt Screen.

Field	Description
Lin (Line #)	The purchase order line number. Numeric, 3 positions; optional.
Sts	The status of the line. Valid status codes are: O - Open X - Closed C - Canceled Alphanumeric, 1 position; optional.
Item	The code of the item ordered on the purchase order line. Alphanumeric, 12 positions; optional.
Clr/Size/Wdth	The SKU elements, which further define the item. Alphanumeric, three 4-position fields; optional.
Open	The number of units of the item due from the vendor. Numeric, 7 positions; display only.
Transit	The number of units that are due to arrive from the vendor. Enter an amount in this field when the vendor confirms the quantity that has been shipped. The Transit qty (Transit quantity) field in the Purchase Order Detail record will be updated. Numeric, 7 positions; optional.
Cancel	The user-defined date when the purchase should be canceled if you have not received the items, or confirmation that the items have been shipped. The Cancel date from the Purchase Order Detail table is indicated if one exists. Enter a new cancel date if applicable. The Cancel date in the Purchase Order Detail table will be updated. Numeric, 9 positions; optional.
Due	The user-defined date when the item is due from the vendor. The Due date from the Purchase Order Detail table is indicated if one exists. Enter a new due date if applicable. The Due date in the Purchase Order Detail table will be updated. Numeric, 9 positions; optional.
Promise	The user-defined date after which the item can be committed to customers. The Promise date from the Purchase Order Detail table is indicated if one exists. Type a new promise date if applicable. The Promise date in the Purchase Order Detail table will be updated. Numeric, 9 positions; optional.

Instructions:

1. Scan for the line item you wish to update using the fields at the top of the screen, or use the Scroll keys to scroll forward and backward through the purchase order lines.

2. Enter the number of units that have been shipped but not received in the Transit field.

3. Enter a new cancel date in the Cancel field, if applicable.

4. Enter a new due date in the Due field, if applicable.

5. Enter a new promise date in the Promise field, if applicable.

6. Continue with the above steps until all applicable lines have been updated.

Placing Suspended Stock (SUSP)

Purpose: Use Place Suspended Stock to transfer inventory from suspense to actual locations in your warehouse. Generally, you transfer inventory from suspense to inventory when your quality assurance is complete and you have decided where the inventory should be placed.

You can use Suggest Location Placement (MSLO) to have the system recommend the locations to place the merchandise being transferred from suspense. You can override the system recommended locations if necessary. The Suggest Location Placement (A27) system control values determine how the system suggests locations.

You can print bar-coded labels listing the placement quantity and location. The Labels at PO Receipts (C16) system control value controls whether labels will print at this time.

If suspended items are defective or if they are being returned to the vendor, you can still transfer them from suspense and place them into inventory so that you can track damaged inventory and inventory that is being returned to the vendor. You can place these items in a defective warehouse or a non-reservable warehouse to exclude them from your active inventory, if necessary.

When you place suspended stock, the system:

• decreases the quantity of the item in suspense

• increases the on-hand quantity of the item

• creates an Inventory Transaction History record

• performs vendor item analysis

In this topic:

• Suspense Placement Screen

• Suspense Placement By Item Screen

• Suspense Placement By PO Screen

• Suspense Placement By PO Control # Screen

Suspense Placement Screen

Purpose: Use this screen to select the suspended items you want to place. You can select items by item code, purchase order number or purchase order receipt control number.

How to display this screen: Enter SUSP in the Fast path field at the top of any menu or select Place Suspended Stock from menu.

Field	Description
By item	The code of the item in suspense. Alphanumeric, 12 positions; optional.
By P/O #	The number of the purchase order the items in suspense were received against. Numeric, 7 positions; optional.
By P/O control #	The receipt control number, or batch number, assigned to the purchase order containing items that were received into suspense. Numeric, 7 positions; optional.

Instructions: To select items in suspense for placement:

• By item code: Enter the item code in the By item field. Each suspended receipt for the item is in purchase order number sequence on the Suspense Placement By Item Screen. The following message indicates if there are no suspended receipts for the item:

  No SKUs to place for item. Please reenter.

• By purchase order number: Enter the purchase order number in the By P/O # field. Each suspended item on the purchase order is in item code sequence on the Suspense Placement By PO Screen. The following message indicates if there are no suspended receipts for the purchase order:

  No items to place for PO# XXX.

• By receipt control number: Enter the control number in the By P/O control # field. Each suspended item in the batch is in item code sequence on the Suspense Placement By PO Control # Screen. The following message indicates if there are no suspended receipts for batch:

  No items to place for P/O Control # 2.

Suspense Placement By Item Screen

Purpose: This screen displays all suspended receipts for the item in purchase order number sequence. This screen is used to record the quantity that is being transferred to inventory and the warehouse and location where the stock will be placed.

Note:

If suspended items are defective, or if they are being returned to the vendor, they must still be transferred from suspense and placed into inventory. You can place these items in a defective warehouse or a non-reservable warehouse to exclude them from your active inventory if necessary.

How to display this screen: Enter an item code in the By item field on the Suspense Placement Screen.

Field	Description
P/O #	The number of the purchase order the suspended item was received against. Numeric, 7 positions; display-only.
SKU	The item's unique characteristics, such as its color and size. Your company can give these fields some other name. Alphanumeric, three 4-position fields; optional.
Suspense	The number of units of the item received against the purchase order that are currently in suspense. Numeric, 7 positions; display-only.
Placed	The number of units you are transferring from suspense. Numeric, 7 positions; required.
Whs	The code of the warehouse where you are placing the suspended stock. The warehouse code is defined in and validated against the Warehouse table; see Creating and Maintaining Warehouses (WWHS). Leave this field blank if you are placing the inventory in more than one warehouse; you will advance to the Work with PO Receipt Locations Screen. Numeric, 3 positions; optional.
Location	The code of the location where you are placing the suspended stock. The Confirm Location Creation pop-up window opens if you enter a new primary location code for an item and the Allow Multiple Primary Item Locations (D12) system control value is set to CONFIRM. Leave this field blank if you are placing the inventory in more than one warehouse; you will advance to the Work with PO Receipt Locations Screen. The system may update the item’s primary location in the SKU table (the “primary primary”) depending on the setting of the Update Primary Primary Location for Item During Receiving (I35) system control value. See that system control value for more information. Alphanumeric, 7 positions; optional.
Disp locs	The system displays a plus (+) sign in this field if you have defined more than one location for the item on the Work with PO Receipt Locations Screen. Alphanumeric, 1 position; display-only.

Screen Option	Procedure
View, add or delete location placements for an item	Select Work with Locations for an item to advance to the Work with PO Receipt Locations Screen.
Enter serial numbers for a suspended item	Select Serial #s for the item to advance to the Enter Serial Numbers Screen . This option is available only after you have entered a quantity to place, and only for items flagged as serial numbered items.
Accept the suspense placements	Select Accept.
Reject the suspense placements	Select Reject. A pop-up window opens for you to confirm or cancel the reject request.

Instructions: To transfer items from suspense.

To place merchandise in one warehouse location:

1. Enter the quantity of the item you are transferring from suspense in the Placed field. The quantity entered cannot exceed the Suspense quantity, or the following message indicates: Invalid placement quantity.

2. Enter the code of the warehouse where you will be placing the stock in the Whs field. The following message indicates if an invalid warehouse code is entered: Warehouse XXX does not exist.

3. Enter the code of the warehouse location where you will be placing the stock in the Location field. The following message indicates if an invalid location code is entered: Location does not exist.

4. The Confirm Location Creation pop-up window opens if you enter a new primary location code for an item and the Allow Multiple Primary Item Locations (D12) is set to CONFIRM. Confirm the creation of the new primary location, or select Exit to cancel.

5. Continue with the above steps until all item quantities have been marked for placement.

6. Optionally, select Serial #s for an item to advance to the Enter Serial Numbers Screen. This screen is available only for items whose Serial numbers field is selected. You are required to enter a serial number for each unit of the item you are placing; see the next step.

7. Select Accept to accept your placements. The quantities will be transferred from suspense to the designated warehouses and locations. If you are placing a serial numbered item and have not yet entered a serial number for each unit you are placing, you advance automatically to the Enter Serial Numbers Screen.

8. An error message similar to the following indicates that you selected Accept to accept your placements and another user is processing placements for the same purchase order: Suspense record for TS98 has been changed by another user.

9. Select Reject to reject your placements.

To place merchandise in more than one location or warehouse:

1. Enter the quantity of the item you are transferring from suspense in the Placed field. The quantity entered cannot exceed the Suspense quantity, or the following message indicates: Invalid placement quantity.

2. Select Work with Locations for the item to display the Work with PO Receipt Locations Screen.

3. Optionally, select Serial #s for an item to advance to the Enter Serial Numbers Screen This screen is available only for items whose Serial numbers field is selected. You are required to enter a serial number for each unit of the item you are placing.

4. Continue with the above steps until all item quantities have been marked for placement.

5. Select Accept to accept your placements. The quantities will be transferred from suspense to the designated warehouses and locations. If you are placing a serial numbered item and have not yet entered a serial number for each unit you are placing, you advance automatically to the Enter Serial Numbers Screen.

6. An error message similar to the following indicates that you selected Accept to accept your placements and another user is processing placements for the same purchase order: Suspense record for TS98 has been changed by another user.

7. Select Reject to reject your placements.

To use the Suggest Location Placement function:

1. Enter the quantity of the item you are transferring from suspense in the Placed field. The quantity entered cannot exceed the Suspense quantity, or the following message indicates: Invalid placement quantity.

2. Select Work with Locations for the item to display the Work with PO Receipt Locations Screen.

3. Continue with the above steps until all item quantities have been marked for placement.

4. Select Accept to accept your placements. The quantities will be transferred from suspense to the designated warehouses and locations.

5. An error message similar to the following indicates that you selected Accept to accept your placements and another user is processing placements for the same purchase order: Suspense record for TS98 has been changed by another user.

6. Select Reject to reject your placements.

Suspense Placement By PO Screen

Purpose: This screen displays all suspended items on a purchase order in item code sequence. Use this screen to record the quantity you are placing and the warehouse and location where the stock will be placed.

Note:

If suspended items are defective, or if they are being returned to the vendor, they must still be transferred from suspense and placed into inventory. You can place these items in a defective warehouse or a non-reservable warehouse to exclude them from your active inventory if necessary.

How to display this screen: Enter a purchase order number in the By PO# field on the Suspense Placement Screen.

About this screen: Each field on this screen, available options, and how to complete this screen are described under:

• Suspense Placement Screen and Suspense Placement By Item Screen for field descriptions

• Suspense Placement By Item Screen for available options and step-by-step instructions

Suspense Placement By PO Control # Screen

Purpose: This screen displays all suspended items in a receipt batch in item code sequence.  Use this screen to record the unit quantity you are placing and the warehouse and location where the stock will be placed.

Note:

If suspended items are defective, or if they are being returned to the vendor, they must still be transferred from suspense and placed into inventory.  You can place these items in a defective warehouse or a non-reservable warehouse to exclude them from your active inventory if necessary.

How to display this screen: Enter a purchase order receipt control number in the By PO Control # field on the Suspense Placement Screen.

About this screen: Each field on this screen, available options, and how to complete this screen are described under:

• Suspense Placement Screen and Suspense Placement By Item Screen for field descriptions

• Suspense Placement By Item Screen for available options and step-by-step instructions

Managing Warehouses

Topics in this part: The following topics describe the functions available from the Warehouse Management menu. These functions are used to define your warehouses, establish warehouse locations and assign inventory, and analyze your current warehouse utilization.

• Creating and Maintaining Warehouses (WWHS) shows you how to establish each of your warehouses on the system. In addition, this topic explains how to define the warehouse sequence to use when you fulfill customer orders from more than one warehouse.

• Creating and Maintaining Location Classes (WLCL) explains how location classes can be used to define the type of merchandise that will be stored in a warehouse location.

• Creating and Maintaining Locations (WLOC) shows you how to define the locations in the warehouse where merchandise is stored. Warehouse locations can be comprised of a series of zone, aisle, shelf, and bin indicators, or they can be free-form user-defined location codes.

• Using the Location Generator (MLOC) explains how to use the automated location generator to create multiple warehouse locations at the same time.

• Creating Item Warehouse/Locations (MIWL) shows you how to assign an item to a warehouse location or change existing item location information, or change existing item warehouse information.

• Suggest Location Placement (MSLO) describes how to use the Suggest Warehouse Placement function to have the system determine the warehouse location where an item should be stored.

• Creating and Maintaining Item Warehouses describes how to assign items to a warehouses and how inventory history is captured for each item at the warehouse level.

• Working with Default Warehouse Locations (WWDL) describes how to create and work with the default locations the system checks automatically for certain inventory transactions.

• Pending Putaway Overview describes the updates the system performs when you place inventory into a pending putaway warehouse.

Creating and Maintaining Warehouses (WWHS)

Purpose: You can use the Work with Warehouses function to create, change, delete, or display warehouse information. A warehouse is required for each physical and logical warehouse in which you track inventory.

A logical warehouse can be:

• a section of a physical warehouse that is treated as if it were a separate warehouse. For example, if you have inventory in one building that is both a retail store and a mail order fulfillment center, you can establish this building as two separate warehouses to track retail and mail order inventory separately. Or, you might have areas in the warehouse where defective merchandise and merchandise that will be returned to the vendor is stored.

• a means to track inventory that is not kept in a warehouse; for example, you can map a logical warehouse to a retail outlet, or to represent stock that is in transit between warehouses.

Note:

Inventory reservation takes place at the warehouse level. Maintain separate warehouses for defective merchandise and merchandise that you are returning to the vendor, so that these quantities are not included in inventory reservation.

Additionally, you can use this function to:

• create and maintain retail store information for a warehouse that represents a retail store.

• use the Working with Warehouse Lists (WWHL) to create, change, delete, or display the sequence in which warehouses will be selected to fulfill orders if you ship merchandise from more than one warehouse.

• use the Work with Item Warehouse Screen to create, change, delete, or display item warehouse assignments.

• use the Work with Van Routes Screen to create, change, delete, or display van routes defined for the warehouse.

In this topic:

• Work with Warehouses Screen

• Create Warehouse Screen

• Change Warehouse Screen

• Display Warehouse Screen

• Work with Van Routes Screen

  • Create Van Route Screen

  • Change Van Route Screen

• Work with Warehouse Devices Screen

• See Working with Warehouse Lists (WWHL)

Work with Warehouses Screen

How to display this screen: Enter WWHS in the Fast Path field at the top of any menu, or select Work with Warehouses from a menu.

Field	Description
Warehouse	A number that identifies the warehouse. Numeric, 3 positions; optional.
Name	The name of the warehouse. Alphanumeric, 30 positions; optional.
Store	This field indicates whether the warehouse represents a retail store rather than a true warehouse. Valid values are: selected = The warehouse represents a retail store. unselected = The warehouse does not represent a retail store.
Allocatable	This field indicates whether you can reserve inventory from the warehouse. Valid values: selected = the warehouse is allocatable. unselected = the warehouse is not allocatable. If a warehouse is not flagged as allocatable, its on-hand quantity is not included in the availability calculation for items; also, it is not included in the product import to Order Broker when the Send Inventory by Warehouse to OROB (L06) system control value is unselected.
O/E (Order entry)	This field indicates whether inventory availability can be viewed in Order Entry. selected = inventory availability is displayed in Order Entry. unselected = inventory availability does not display in Order Entry.
Telephone #	The telephone number at the warehouse. Numeric, 14 positions; display-only.

Screen Option	Procedure
Create a new warehouse	Select Create to advance to the Create Warehouse Screen.
Change warehouse information	Select Change for a warehouse to advance to the Change Warehouse Screen.
Delete a warehouse	Select Delete for a warehouse to delete it.
Display warehouse information	Select Display for a warehouse to advance to the Display Warehouse Screen.
Work with warehouse device	Select Devices for a warehouse to advance to the Work with Warehouse Devices Screen.
Work with item warehouse	Select Items for a warehouse to advance to the Work with Item Warehouse Screen.
Work with user defined fields	Select User Field for a warehouse to advance to the Work with User Fields Screen.
Work with van routes	Select Van Routes for a warehouse to advance to the Work with Van Routes Screen.
Work with warehouse lists	Select Warehouse List for a warehouse to advance to the Working with Warehouse Lists (WWHL).

Create Warehouse Screen

To create: At the Work with Warehouses Screen, select Create.

Field	Description
Warehouse	A code to identify the warehouse. Numeric, 3 positions. Create screen: required. Change screen: display-only.
Name	The name of the warehouse. Alphanumeric, 30 positions; required.
Address	The address of the warehouse. Alphanumeric; three lines, 31 positions each; optional.
City	The city where the warehouse is located. Alphanumeric, 25 positions; required.
State	The code representing the state or province where the warehouse is located. See Setting Up the Country Table (WCTY). The system validates that the state you enter is assigned to the SCF in the first three positions of the postal code. Alphanumeric, 2 positions; optional.
Zip code	The zip code or postal code where the warehouse is located. See Setting Up the Zip/City/State (Postal Code) Table (WZIP). Alphanumeric, 25 positions; optional.
Country	The country where the warehouse is located. Country codes are validated against the Country Code table. See Setting Up the Country Table (WCTY). Alphanumeric, 3 positions; optional.
Drop point	The shipping point associated with the warehouse, or carrier pick-up point. The drop point is used in determining the correct destination UPS zone for a shipment in relation to the warehouse or carrier pick-up point from which it is shipped, and ultimately the shipping charge for the order. The code is validated against the Drop Point table. Example: If you have a warehouse in Boston and a warehouse in Chicago, the UPS zone assignments will be different for each warehouse. If you ship an order from Boston to Los Angeles, Los Angeles is zone 8 in relation to Boston. If you ship an order from Chicago to Los Angeles, Los Angeles is Zone 4 in relation to Chicago. By assigning different drop points to each warehouse, you can establish the correct UPS zones for each warehouse and have the correct meter charges calculated. The drop point also represents a carrier pick-up point when zone skipping is used. In zone skipping, orders are shipped from your warehouse to a UPS pick-up point by another carrier. The UPS zone to which the orders are shipped and the meter charges are determined in relation to the carrier pick-up point, and not your warehouse. Example: If your warehouse is located in Boston, you may ship your west coast orders via common carrier to a UPS pick-up point in Chicago, and then ship the orders via UPS from Chicago to their final destination. The UPS zone and the meter charges must be based upon the zone assignments for Chicago even though your warehouse is actually located in Boston. Note: If you are using the Freight by order weight freight method, the drop point for the warehouse must match the drop point for the SCF/Ship Via on the order. See Working with Weight Tables for Order Weight (WFTB). The drop point field is required even if you have only one warehouse and are not using zone skipping. Numeric, 3 positions; required.
Manager	The name of the warehouse manager. Alphanumeric, 30 positions; optional.
Telephone #	The telephone number of the warehouse. You can define a telephone number format to map to the phone numbers you enter into the system. The system defaults the telephone number formats for the Default Country for Customer Address (B17) for any phone number entered on this screen. See Setting Up the Country Table (WCTY). Numeric, 11 positions; optional.
Fax #	The fax number of the warehouse. See the Telephone number field description above for information on telephone number formats. Numeric, 11 positions; optional.
Allocatable flag	The allocatable flag indicates whether merchandise in the warehouse can be reserved to fulfill consumer orders. Valid values are: Selected = merchandise in this warehouse can be reserved to fulfill orders. The inventory reservation program considers inventory quantities in the warehouse when evaluating whether merchandise is available for shipment. Unselected = merchandise in the warehouse will not be used to fulfill orders. Examples of non-allocatable warehouses include non-saleable and defective item warehouses. If a warehouse is not flagged as allocatable, its on-hand quantity is not included in the availability calculation for items. This field also controls whether the system displays item availability for the warehouse on the Display Item Availability Screen; also, a non-allocatable warehouse is not included in the product import to Order Broker when the Send Inventory by Warehouse to OROB (L06) system control value is unselected.
Viewable in O/E (Viewable in Order Entry)	This flag indicates whether inventory availability for the warehouse can be viewed in Order Entry. When you view item availability in Order Entry, a list of all viewable warehouses and the item quantity available in each warehouse is displayed. Valid values are: Selected = inventory quantities in this warehouse can be viewed in Order Entry. Unselected = inventory quantities in this warehouse cannot be viewed in Order Entry.
OROB location	The code that identifies the warehouse to Order Broker as a location. If this code matches the location code set up in Order Broker and if the Send Inventory by Warehouse to OROB (L06) system control value is selected: Order Management System sends inventory information for each item flagged as OROB eligible if it has a record in this warehouse when a system import is initiated in Order Broker. The BROKER process in Working with Integration Layer Processes (IJCT) sends fulfillment requests to the Order Broker requesting any new retail pickup or delivery orders assigned to this warehouse for fulfillment. Note: If the Send Inventory by Warehouse to OROB (L06) system control value is selected but you do not define an OROB location here, fulfillment requests for the warehouse are not sent to Order Broker. If the Send Inventory by Warehouse to OROB (L06) system control value is unselected, then these activities are aggregated under the OROB Default Location (K51), and item warehouse records are included only if the warehouse is flagged as allocatable. See Order Broker’s Product, Product Location, and Incremental Inventory Import Process for an overview and examples. If the location code set up in Order Broker contains any non-numeric characters, they should be uppercase. Alphanumeric, 10 positions; optional.
The Sharing warehouse and Shared company/warehouse fields appear only if the Inventory Sharing (A69) system control value is selected.	N/A
Sharing warehouse	This field indicates whether the warehouse serves as a sharing warehouse for orders you take in another company. Valid values are: Selected = This warehouse provides inventory to fulfill orders you take in another company. Unselected (default) = This is not a sharing warehouse
Shared company/warehouse	These fields indicate whether to reserve and fulfill orders from a different warehouse in a different company. Company The company where the sharing warehouse (the warehouse that provides the inventory) is located. Company codes are defined in and validated against the Company table; see Working with Companies (WCMP). Numeric, 3 positions; optional. Warehouse The warehouse in the company, specified in the Company field, that is providing the inventory to fulfill orders against the current company and warehouse. Numeric, 3 positions; optional.

Change Warehouse Screen

To change: Select Change for the warehouse at the Work with Warehouses Screen to advance to the Change Warehouse screen. At this screen you can change any information except the warehouse code. See the Create Warehouse Screen for field descriptions.

Display Warehouse Screen

To display: Select Display for a warehouse at the Work with Warehouses Screen to advance to the Display Warehouse screen. You cannot change any information on this screen. See Create Warehouse Screen for field descriptions.

Work with Van Routes Screen

Purpose: Use this screen to define van routes for a warehouse. Van routes are used to define the routes used to deliver merchandise to a customer.

How to display this screen: Select Van Routes for a warehouse at the Work with Warehouses Screen.

Van routes display on this screen alphanumerically in ascending van route order.

Field	Description
Warehouse	The warehouse selected at the Work with Warehouses Screen. The description displays to the right. Warehouse code: numeric, 2 positions; display-only. Warehouse description: alphanumeric, 30 positions; display-only.
Van Route	The route used to deliver merchandise to a customer. Enter a full or partial van route and select OK to display van routes in alphanumeric order, starting with your entry. Alphanumeric, 4 positions; optional.
Name	The name of the van route. Enter a full or partial name and select OK to display van routes that contain your entry. Alphanumeric, 30 positions; optional.

Screen Option	Procedure
Create a van route	Select Create to advance to the Create Van Route Screen.
Change a van route	Select Change for a van route to advance to the Change Van Route Screen.
Delete a van route	Select Delete for a van route to delete it. The system advances you to the Confirm Delete window; select Delete to confirm the delete; otherwise, select Exit to cancel.
Display a van route	Select Display for a van route to advance to the Display Van Route screen. All fields on this screen are display-only. See the Change Van Route Screen for field descriptions.

Create Van Route Screen

Purpose: Use this screen to create a van route for a warehouse.

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

Field	Description
Warehouse	The warehouse selected at the Work with Warehouses Screen. The description displays to the right. Warehouse code: numeric, 2 positions; display-only. Warehouse description: alphanumeric, 30 positions; display-only.
Van Route	The route used to deliver merchandise to a customer. Alphanumeric, 4 positions; required.
Van Route Name	The name of the van route. Alphanumeric, 30 positions; required.

To create: Complete the Van Route and Van Route Name fields and select OK.

Change Van Route Screen

Purpose: Use this screen to change a van route.

How to display this screen: Select Change for a van route at the Work with Van Routes Screen.

Field	Description
Warehouse	The warehouse selected at the Work with Warehouses Screen. The description displays to the right. Warehouse code: numeric, 2 positions; display-only. Warehouse description: alphanumeric, 30 positions; display-only.
Van Route	The route used to deliver merchandise to a customer. Alphanumeric, 4 positions; display-only.
Van Route Name	The name of the van route. Alphanumeric, 30 positions. Change screen: required. Display screen: display-only.

To change: Update the Van Route Name and select OK. The system returns you to the Work with Van Routes Screen.

Work with Warehouse Devices Screen

Purpose: Use this screen to define the default PC manifest, pick slip, and report output devices for a warehouse.

How to display this screen: Select Devices a warehouse on the Work with Warehouses Screen.

Field	Description
Type	The type of output device. Valid values are: PC Manifest Server ID = You must define this device if you are using batch PC manifesting. Pick Output Queue Report Output Queue Optional.
Description	The description of the device type. Types and descriptions are system-defined. Alphanumeric, 25 positions; display-only.
Device	The name of the output device. Alphanumeric, 10 positions; optional.

Screen Option	Procedure
Create a new warehouse device	Select Create to advance to the Create Warehouse Device Window. At this window, you can enter the device type and name. See above for field descriptions.
Change warehouse device information	Select Change for a warehouse device to advance to the Change Warehouse Device Window. At this window, you can change the device name. See above for more information.
Delete a warehouse device	Select Delete for a warehouse device to delete it.

Working with Warehouse Lists (WWHL)

Warehouse lists are used to more efficiently allocate an order when you ship from more than one warehouse.

Each list contains the warehouse codes of the warehouses the system will use to fulfill an order, and the sequence in which the warehouse will be considered. A warehouse list is usually created for each region to which you ship.

Important:

To use warehouse lists to consolidate reserve warehouses for an order you must select the Ship Complete from 1 Warehouse (B16) system control value.

If you ship from three warehouses, you might use the following shipping strategy to fulfill orders:

Destination	Whs 1	Whs 2	Whs 3
East Coast	New York	Chicago	na
Mid West	Chicago	New York	Los Angeles
West Coast	Los Angeles	Chicago	na

For orders being shipped to the East Coast, the New York warehouse would be the first warehouse on the list. For orders being shipped to West Coast, the Los Angeles warehouse would be the first warehouse on the list.

Note:

The Warehouse list is assigned in the SCF table. The system uses the country code/SCF combination to determine which warehouse list to use. If a postal code is not defined for the order ship to address on the order, the system uses the warehouse list defined for the country code/# combination. See Create SCF Screen.

Warehouse List Logic: Warehouse lists are used to arrive at warehouse ranking, and warehouse ranking determines which warehouse an item will be reserved (and shipped) from. If two warehouses have equal rank, then the first warehouse on the list is used to reserve the item.

When you enter an order line for an item, the system checks all the warehouses on the warehouse list. Each warehouse that can fulfill the order is given 1 ranking point; no ranking points are given for the ability to partially fulfill an order line. Ranking points for each warehouse accumulate as you add order lines to the order.

Warehouse rank does not apply to order lines for inventory which is completely unavailable in all warehouses, however. If an order line is completely unavailable in all warehouses, the system backorders it in the first warehouse on the warehouse list, regardless of warehouse rank.

Example 1:

Line 1: For an order being shipped to the east coast, you enter item AB1111. The item is available in both the New York warehouse and the Chicago warehouse, so both warehouses would receive 1 ranking point. Because both warehouses have the same rank, item AB1111 would be reserved in the New York warehouse, because it is the first warehouse on the list:

First order line: item AB1111	First order line: item AB1111	First order line: item AB1111
Warehouse List	Rank	Reserve Warehouse?
New York	1	YES
Chicago	1	na

Line 2: The next item you add to the order is AB2222. The item is available only in the Chicago warehouse, so only the Chicago warehouse would receive a second ranking point. The time would be reserved from the Chicago warehouse.

Second order line: AB2222	Second order line: AB2222	Second order line: AB2222
Warehouse List	Rank	Reserve Warehouse?
New York	1	na
Chicago	1 + 1 = 2	YES

Line 3: The third item you add to the order is AB3333. The item is available in both the New York and the Chicago warehouses, so both warehouses receive an additional ranking point. The item is reserved from the Chicago warehouse (even though the New York warehouse is the first on the list) because the Chicago warehouse has a higher rank.

Third order line: AB3333	Third order line: AB3333	Third order line: AB3333
Warehouse List	Rank	Reserve Warehouse?
New York	1 + 1 = 2	na
Chicago	2 + 1 = 3	YES

For the complete order in Example 1, the first order line would be reserved in the New York warehouse, and the second and third order lines would be reserved in the Chicago warehouse.

Example 2:

For the same order, if you entered the lines in a different sequence, the results would differ.

Line 1: If the first item you add to the order is AB2222, it will be reserved in the Chicago warehouse, because it is available only in the Chicago warehouse.

First order line: AB2222	First order line: AB2222	First order line: AB2222
Warehouse List	Rank	Reserve Warehouse?
New York	0	na
Chicago	1	YES

Line 2: The next item you add to the order is AB1111. The item is available in both the Chicago and New York warehouses, so each warehouse would receive an additional ranking point. The line would be reserved from the Chicago warehouse.

Second order line: AB1111	Second order line: AB1111	Second order line: AB1111
Warehouse List	Rank	Reserve Warehouse?
New York	1	na
Chicago	1 + 1 = 2	YES

Line 3: The third item you add to the order is AB3333. The item is available in both the New York and the Chicago warehouses, so both warehouses receive an additional ranking point. The item is reserved from the Chicago warehouse because the Chicago warehouse has a higher rank.

Third order line: AB3333	Third order line: AB3333	Third order line: AB3333
Warehouse List	Rank	Reserve Warehouse?
New York	1 + 1 = 2	na
Chicago	2 + 1 = 3	YES

Line 4: The fourth item you add to the order is AB4444. The item is completely unavailable in both the New York and the Chicago warehouses, so the system ignores warehouse rank and backorders the item in the New York warehouse, because the New York warehouse is the first warehouse on the list.

Fourth order line: AB4444 (Completely unavailable)	Fourth order line: AB4444 (Completely unavailable)	Fourth order line: AB4444 (Completely unavailable)
Warehouse List	Rank	Reserve Warehouse?
New York	1 + 1 = 2	YES, because when an item is completely unavailable, the system does not consider rank, but backorders the item in the first warehouse on the list.
Chicago	2 + 1 = 3	na

For the complete order in Example 2, the first three order lines would be reserved in the Chicago warehouse. The fourth line would be backordered in the New York warehouse.

In this topic:

• Warehouse Lists and Single Order Lines

• Warehouse List Overrides

• Work with Warehouse Lists Screen

• Edit Warehouse List Details Screen

• Change Warehouse List Screen

Warehouse Lists and Single Order Lines

Warehouse lists also affect single order lines for which you do not have enough inventory in any single warehouse on the warehouse list or, if you are not using Ship Complete from 1 Warehouse (B16), you do not have enough inventory in the item’s primary warehouse to fulfill the order line. If an order line cannot be entirely reserved in one warehouse, no ranking points are given to any warehouses on the warehouse list. The table describes the effect of warehouse lists on single lines:

Ship complete from 1 whs?	Warehouse list defined?	The system will:
Selected	Yes	first attempt to reserve the entire line from one warehouse on the list, using warehouse rank logic. if no warehouse on the list can fulfill the entire line, reserve as much of the order line as possible from the warehouse with the greatest inventory, then follow warehouse ranking logic to fulfill the remainder of the order line
Selected	No	attempt to reserve the entire order line from the item’s primary warehouse as defined in the Item table. if the entire order line cannot be fulfilled from this warehouse, the system will reserve as much of the order line as possible and backorder the remaining quantity in the item’s primary warehouse.
Unselected	Yes	first attempt to reserve the entire line from the item’s primary warehouse as defined in the Item table. See Performing Initial Item Entry (MITM) if the entire order line cannot be reserved in the item’s primary warehouse, reserve as much inventory as possible from the item’s primary warehouse, then follow warehouse ranking logic to fulfill the remainder of the order line
Unselected	No	first attempt to reserve the entire line from the item’s primary warehouse as defined in the Item table. See Performing Initial Item Entry (MITM) if the entire order line cannot be reserved in the item’s primary warehouse, reserve as much inventory as possible from the item’s primary warehouse, then backorder the remaining inventory in the item’s primary warehouse.

Warehouse List Overrides

The system assigns warehouses using the following hierarchy:

• A warehouse code for an individual order line: If you enter a warehouse code for an individual order line using the Add Line option, the system will use this warehouse to reserve the order line. This warehouse assignment will override all other reserve warehouse logic.

• A warehouse code entered on the order header: If you enter a warehouse code in the Whs (Warehouse) field on the Work with Order screen, the system will use this warehouse to reserve all lines on the order. This warehouse assignment will override all other warehouse assignments except a warehouse code entered for an individual order line.

• Warehouse list: If you have not entered a warehouse code for an individual order line, or a warehouse code on the order header, and the Ship Complete from 1 Warehouse (B16) system control value is selected, the system uses the country code/SCF combination in the SCF table to determine which warehouse list to use. If a postal code is not defined for the order ship to address on the order, the system uses the warehouse list defined for the country code/# combination. See Create SCF Screen.

• The item’s primary warehouse: If no reserve warehouse can be assigned based on individual order lines, a warehouse code entered on the order header, or a warehouse list, the system will reserve the item in the warehouse from the Item table. See Warehouse Lists and Single Order Lines.

Work with Warehouse Lists Screen

Purpose: This screen is used to change, delete, display, or create information about the warehouse sequence to use to allocate an order when you ship from more than one warehouse.

How to display this screen: Select Warehouse List at the Work with Warehouses Screen. You can also display this screen by entering WWHL in the Fast path field at the top of any menu, or by selecting Work with Warehouse Lists from a menu.

Field	Description
List	A code that identifies the warehouse list.    Alphanumeric, 3 positions; optional.
Description	The name of the warehouse list. Alphanumeric, 30 positions; optional.

Screen Option	Procedure
Create a new warehouse list	Select Create to advance to the Edit Warehouse List Details Screen.
Change the warehouse list description	Select Change for a warehouse list to advance to the Change Warehouse List Screen.
Delete warehouse list information	Select Delete for a warehouse list to delete it.
Edit warehouse list details	Select Work with List a warehouse list to advance to the Display Warehouse List Screen.
Display warehouse list information	Select Display for a warehouse list to advance to the Display Warehouse List Screen. You cannot change any information on this screen. See the Edit Warehouse List Details Screen for field descriptions.

Edit Warehouse List Details Screen

To create: At the Working with Warehouse Lists (WWHL), select Create to add a new warehouse list, or select Work with List for a warehouse list to add, change, or delete warehouses from the list, change the warehouse sequence, or delete the entire list.

Field	Description
Warehouse list	A user-defined code that identifies the warehouse list. A unique warehouse list is usually defined for each region to which you ship. The Warehouse list code is assigned to each SCF using the Work with SCF function. See Working with Warehouse Lists (WWHL). Alphanumeric, 2 positions; required.
Description	The description of the warehouse list. Alphanumeric, 30 positions; required.
Position	The sequence number assigned to the warehouse, in ascending order from 1 to 999. Orders are allocated from the warehouse assigned to position 1 first. Orders that cannot be fulfilled from the first warehouse will be allocated from the warehouse in position 2 next, and so on. Numeric, 3 positions; required.
Warehouse	The code of the warehouse assigned to the position. Warehouse codes are defined in and validated against the Warehouse table. Numeric, 3 positions; required.
Name	The name of the warehouse assigned to the position is indicated when you select OK. Alphanumeric, 30 positions; display-only.

Add a warehouse to the list: Enter the Position number and Warehouse code for the warehouse you want to add to the list. The warehouse description is indicated if a valid warehouse code is entered.

The following message indicates if an invalid warehouse code is entered:

Warehouse does not exist.

Note:

You should assign position numbers in increments of 10 so that you can easily insert warehouses if necessary, without renumbering each position. For example, if you want to add Warehouse 004 to the list below, and you want to use Warehouse 004 before Warehouse 003, you can assign position 5 to Warehouse 004. The list will be sequenced in the proper order when you select Exit.

Position	Warehouse
01	001
10	003
Add 05	004

Resequence the list: Select Resequence to resequence the position numbers assigned to the warehouses in the list. New position numbers are assigned to the warehouses in the list in sequential order beginning with the first warehouse (e.g., the first warehouse in the list is assigned position 01, the next warehouse in the list is assigned to position 02, and so on).

If you delete a single warehouse (see below) and then select Resequence, the system renumbers the Position. The table below illustrates how the system resequences a warehouse list.

Before selecting Resequence		After selecting Resequence
Position	Warehouse	Position	Warehouse
1	990	1	990
2	1	2	1
3	993	3	2
4	2	na	na
Delete position 3 (warehouse 993)	Delete position 3 (warehouse 993)	Delete position 3 (warehouse 993)	Delete position 3 (warehouse 993)

Instructions: To edit a warehouse list.

1. Complete the necessary fields.

2. Select Resequence, if desired, to resequence the list if the entries are not in ascending order by position number.

3. Select Delete for any position entry you wish to delete.

4. Select Delete entire list to delete the entire list.

Change Warehouse List Screen

To change: Select Change for a warehouse list at the Working with Warehouse Lists (WWHL) to advance to the Change Warehouse List screen. At this screen you can change only the warehouse list description. See the Edit Warehouse List Details Screen for field descriptions.

Use this screen to change the list description. Use Edit Warehouse List Details Screen to change the warehouse sequence or the warehouses included in the list.

Creating and Maintaining Location Classes (WLCL)

Purpose: You can use the Work with Location Class Screen to create, change, delete, or display warehouse location class information. Location classes are used to identify the type of merchandise that will be assigned to the location, such as jewelry, high-ticket items, fragile items and hazardous items.

Use of location class: During Receiving Purchase Orders (PORC) and Performing Inventory Transactions, the system will verify that the item is being placed in a location that has the same location class as specified in the Loc class (Location class) field for the item. During preparation, the system will print separate picks for each location class. For example, if an order contains two items, each assigned to a different location class (e.g. electronics and jewelry), two pre-generated picks will be created for the order. In Streamlined Pick Slip Generation (WSPS), you can also select to print picks based on location class.

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; see this system control value for more information.

Location classes are assigned to items in the Item Table. Location classes are assigned to SKUs in the Pick SKU Location Class table. Location classes are assigned to locations in the Location Table. Use of location classes is optional.

In this topic:

• Work with Location Class Screen

• Create Location Class Screen

Work with Location Class Screen

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

Field	Description
Class	A code that identifies the location class. Alphanumeric, 2 positions; optional.
Description	The description of the location class. Alphanumeric, 30 positions; optional.

Screen Option	Procedure
Create a location class	Select Create to advance to the Create Location Class Screen.
Change location class information	Select Change for a location class to advance to the Change Location Class Screen. You can change any information except the location class code. See the Create Location Class Screen for field descriptions.
Delete location class information	Select Delete for a location class to delete it.
Display location class information	Select Display for a location class to advance to the Display Location Class Screen. You cannot change any information at this screen. See the Create Location Class Screen for field descriptions.
Work with locations	Select Work with locations for a location class to advance to the Work with Locations Screen.

Create Location Class Screen

Purpose: Use this screen to create a location class.

How to display this screen: Select Create on the Work with Location Class Screen.

Field	Description
Class	A code that defines the location class. Location classes are used to identify the type of merchandise that will be kept in the location. Alphanumeric, 2 positions. Create screen: required. Change screen: display-only.
Description	The name of the location class. Alphanumeric, 30 positions; required.

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 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.
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: Order Management System 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 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. 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.
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.
Capacity	Capacity
Units	The total number of units that can fit in the location. Numeric, 7 positions; optional.
Weight	The total weight the location can hold, expressed in whole pounds.   Numeric, 7 positions with 3-place decimal; optional.
Cubic	The total cubic volume of the location. 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. Numeric, 1 position; optional.
Dimensions	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.
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, 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.
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.

Screen 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.

Using the Location Generator (MLOC)

Purpose: Use Generate Locations to define multiple locations at the same time when your warehouse locations are comprised of zone, aisle, shelf, and bin elements.  Warehouse locations are used to identify where merchandise is stored in the warehouse.

You use this function during initial system setup to define your locations. You can also use it when adding new locations.

Note:

You can use the Generate Locations function only if your warehouse locations are comprised of zone, aisle, shelf, and bin elements and the aisle, shelf and bin elements are numeric. Otherwise, use Creating and Maintaining Locations (WLOC) to define your locations. You can also use Creating and Maintaining Locations (WLOC) to create, change, delete, or display individual location records, regardless of how your locations are defined.

Example: Creating location records for Zones A and B, Aisles 1 and 2, Shelf 1, and Bins 1 and 2, generates eight location records:

A 01 01 01

A 01 01 02

A 02 01 01

A 02 01 02

B 01 01 01

B 01 01 02

B 02 01 01

B 02 01 02

Each record will be created with the same attributes. You can change or delete individual records with the Work with Pending Locations Screen (WPLO) before the records are added to the Location table, or with Creating and Maintaining Locations (WLOC) if the Location table has been updated.

For more information: See Work with Pending Locations Screen (WPLO).

Location Generator Screen

How to display this screen: Enter MLOC in the Fast path field at the top of any menu or select Location Generator from a menu.

Field	Description
Warehouse	The warehouse code where the locations are being defined. The warehouse code defaults from the Default Warehouse (A04) control value in the Warehouse/Reservation Values section of the System Control table and can be overridden. The warehouse code is validated against the Warehouse table. Numeric, 3 positions; required.
Defer creation	A flag indicating whether the records will be added to the Location table immediately, or whether they will be written to a work table so you can change or delete individual records before the Location table is updated. Selected = indicates that the requested location records will be written to a work table. Individual records can be changed or deleted before the Location table is updated. Unselected = indicates that the requested location records will be added to the Location table immediately.
Zones	Enter the codes of the zones for the locations being defined.  Location records for up to 10 warehouse zones can be created at one time. Alphanumeric, 2 positions; required.
From aisle	Enter the number of the first aisle in the location range you are creating. Numeric, 2 positions; required.
To aisle	Enter the number of the last aisle in the location range you are creating. Numeric, 2 positions; required.
From Shelf	Enter the number of the first shelf in the location range you are creating. Numeric, 2 positions; required.
To shelf	Enter the number of the last shelf in the location range you are creating. Numeric, 2 positions; required.
From bin #	Enter the number of the first bin in the location range you are creating. Numeric, 2 positions; required.
To bin #	Enter the number of the last bin in the location range you are creating. Numeric, 2 positions; required.
Loc type (Location type)	The location type, which determines whether the location is permanent or temporary, and whether merchandise will be replenished to or from the location. P = Primary location = The primary, or main locations from which items are picked. An item can be stored in more than one primary location. S = Secondary location = Secondary locations are generally used for 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.  B = 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. T = Temporary location = Temporary locations are used to place merchandise that you want recognized as received, before a permanent location is assigned. A temporary location cannot exist without at least one item/location record associated with it. 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 will delete the location and the item/location record. Note: Order Management System 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.
Weight cap (Weight capacity)	The total weight the location can hold, expressed in whole pounds. Numeric, 7 positions with 3-place decimal; optional.
Unit cap (Unit capacity)	The total number of units that can fit in the location. Numeric, 7 positions; optional.
Fill factor	A user-defined percentage value that is used during Suggest Location Placement (MSLO) 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 the location's true item capacity. 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. The system assumes the fill factor is 100% if this field is left blank. Alphanumeric, 5 positions with a 2-place decimal; optional.
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 the height, length, weight, 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 the 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. Note: The cubic volume of the location will be calculated if values are entered in the height, length, and width fields.
Pickable	A code indicating whether inventory can be picked from the location. 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 are examples of non-pickable locations. Note: Inventory Inquiry in Order Entry includes quantities in pickable locations only; all other inventory inquiries display pickable and non-pickable quantities.
Hang/Flat	A code indicating how inventory  is stored in the location. This field is informational only. H = indicates that inventory in the location is hung. F = indicates that inventory in the location is laid flat, or is stored in a conventional manner. O = indicates that inventory in stored in the location in some other manner. Alphanumeric, 1 position; required.
Class (Location Class)	A user-defined code that identifies the type of merchandise that will be placed in this 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). 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.
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.
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.
Freq code (Frequency Code)	A user-defined code that represents  the frequency with which inventory is picked from the location. Informational only. Alphanumeric, 1 position; optional.
Comment	A user-defined comment about the location. Alphanumeric,  20 positions; optional.

Completing this screen: The Location Generator Screen opens, retaining your original entries, if you did not select to defer creation of the location records. You can create additional locations or return to a menu. The Work with Pending Locations Screen (WPLO) opens if you entered Y to defer creation.

Work with Pending Locations Screen (WPLO)

Purpose: Use this screen to change, delete, or display information about the warehouse locations you are creating during this session.

How to display this screen: Complete the Location Generator Screen and choose to defer the creation of location records. Only the location records created during the current Generate Locations session are listed.

You can also display this screen by selecting Work with Pending Locations (Fast path = WPLO) from a menu if you have previously used the Location Generator Screen and then exited the Work with Pending Locations screen without accepting or rejecting the pending locations.

Pending warehouse locations are locations that were created by the Location Generator in a deferred status. These records are created in a deferred status when you want to review and modify location information before updating the permanent Location Table.

Field descriptions: See the Change Pending Locations Screen for descriptions of the fields on this screen.

Screen Option	Procedure
Accept pending location information	Select Accept to add the pending location records to the Location Table. All pending location records created during the current session will be added.
Reject pending location information	Select Reject to delete all pending location records created during the current session.
Change pending location information	Select Change for a pending location to advance to the Change Pending Locations Screen.
Delete pending location information	Select Delete for a pending location to delete it.
Display pending location information	Select Display for a pending location to advance to the Display Pending Locations Screen. You cannot change any information at this screen. See the Change Pending Locations Screen for field descriptions.

Change Pending Locations Screen

To change: Select Change for a pending location at the Work with Pending Locations Screen (WPLO) to advance to the Change Pending Locations Screen. At this screen you can change any information except the warehouse code and location code.

Field	Description
Warehouse	The warehouse code where the location is located. Numeric, 3 positions; display-only.
Location	The code identifying the pending location, comprised by concatenating the zone, aisle, shelf, and bin, as specified at the Location Generator Screen. Alphanumeric, 7 positions; display-only.
Zne (Zone)	The Zone from the Location Generator Screen defaults. Alphanumeric, 1 position; optional.
Aisle	The Aisle from the Location Generator Screen defaults. Numeric, 2 positions; optional.
Shlf (Shelf)	The Shelf from the Location Generator Screen defaults. Numeric, 2 positions; optional.
Bin	The Bin from the Location Generator Screen defaults. Numeric, 2 positions; optional.
Pickable	A code indicating whether inventory can be picked from the location. 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 are examples of non-pickable locations. Note: Inventory Inquiry in Order Entry includes quantities in pickable locations only; all other inventory inquiries display pickable and non-pickable quantities.
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.
Hang/Flat	A code indicating how inventory  is stored in the location.  This field is informational only. Hanging = 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 in stored in the location in some other manner. Required.
Location 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 = The primary, or main locations from which items are picked. An item can be stored in more than one primary location. Secondary = Secondary locations are generally used for 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 = 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 = Temporary locations are used to place merchandise that you want recognized as received, before a permanent location is assigned. A temporary location cannot exist without at least one item/location record associated with it. 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 will delete the location and the item/location record. Note: Order Management System 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. Required.
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.
Capacity	Capacity
Weight	The total weight the location can hold, expressed in whole pounds. Numeric, 7 positions with 3-place decimal; optional.
Cubic	The total cubic volume of the location. 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, 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.
Dimensions	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 the height, length, weight, 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 the 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. Note: The cubic volume of the location will be calculated if values are entered in the height, length, and width fields.
Comment	A user-defined comment about the location. Alphanumeric, 20 positions; optional.

Creating Item Warehouse/Locations (MIWL)

Purpose: Use Create Item Warehouse/Locations to create or change an item’s primary primary location in the item’s primary warehouse. Item warehouse records identify the items that are stored in the warehouse. Item location records identify the items that are stored in each location.

This menu option provides a quick method of assigning an item to a primary primary location in the item’s primary warehouse, or changing information about an existing primary primary location in the warehouse.

You can use this menu option to do the following:

• Create a new primary primary location for an item/SKU. See Creating a New Primary Primary Location.

• Update the location minimum quantity and location maximum quantity for the existing primary primary location for an item/SKU. See Updating the Primary Primary Min/Max Quantities.

• Remove the primary primary location for an item/SKU. See Removing the Primary Primary Location.

• Define the following information for the item:

  • shipping weight

  • selling weight

  • item cube value

  • pieces per case (case quantity)

  • UPC code

See Updating Item Information.

First Create Item Warehouse/Locations Screen

How to display this screen: Enter MIWL in the Fast path at the top of any menu, or select Create Item Warehouse/Locations from a menu.

Field	Description
Warehouse	The warehouse code where the item location information is being changed. This must be the Primary warehouse for an item or SKU, in order to display location information for the item through this menu option. Warehouse codes are defined in and validated against the Warehouse table; see Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; required.
Item	The item number for which you are changing primary primary item location information. Item numbers are defined in and validated against the Item table; see Performing Initial Item Entry (MITM). The warehouse entered must be the item’s primary warehouse. If it is not, the following message appears: No data to display. Alphanumeric, 12 positions; required.

Completing this screen:

1. Enter a valid warehouse code that represents the primary warehouse assigned to an item.

2. Optionally, enter an item code to position your results to a specific item.

3. Select OK.

4. The system displays the Second Create Item/Warehouse Locations Screen. This screen displays items/SKUs whose primary warehouse matches your entry. Primary primary location information, if available, is indicated for each item/SKU. The location information is blank if a primary primary location is not defined for the item/SKU.

Second Create Item/Warehouse Locations Screen

How to display this screen: Complete the First Create Item Warehouse/Locations Screen and select OK.

Field	Description
Item	A code for the item that is located in a primary location in the specified primary warehouse. Alphanumeric, 12 positions; display-only.
SKU	A code for the SKU of the item that is located in a primary location in the specified primary warehouse. Alphanumeric, three 4-position fields; display-only.
The following fields are enterable:	NA
Weight	The actual shipping weight of the item. The system can use this value to calculate carton weights and determine shipping charges. The system defaults the shipping weight defined for the SKU; if a shipping weight is not defined for the SKU, the system defaults the shipping weight defined for the item. However, you can override it. If the item contains SKUs, updates Weight override in the SKU table; if the item does not contain SKUs, updates Ship weight in the Item table. Numeric, 7 positions with a 3-place decimal, optional.
Cube	The cubing value of the item. This field is used in Pick Slip Generation to determine the number of units that can fit in a carton. To change the cubic value of the item, type over the existing value. The system defaults the cubing value defined for the SKU; if a cubing value is not defined for the SKU, the system defaults the cubing value defined for the item. However, you can override it. If the item contains SKUs, updates SKU Cubing value override in the SKU table; if the item does not contain SKUs, updates ITM Cubing value in the Item table. Numeric, 7 positions with a 1-place decimal; optional.
Location	The item's primary primary location. The system defaults the Primary location in the SKU table; however you can override it to create a new primary location. Remove the location defined in this field if you wish to remove the primary primary location defined for the item/SKU; see Removing the Primary Primary Location. Updates Location in the SKU table. Locations are defined in and validated against the Location table. See Creating and Maintaining Locations (WLOC). Alphanumeric, 7 positions; required if a Min Qty or Max Qty is defined.
Min Qty	The minimum quantity of the item that should be on hand in the location. The system defaults the location minimum from the SKU table; however, you can override it. Updates Min qty in the Item Location table and Min qty for location in the SKU table. Numeric, 7 positions; optional.
Max Qty	The maximum quantity of the item that should be on hand in the location. The system defaults the location maximum from the SKU table; however, you can override it. Updates Max qty in the Item Location table and Max qty for location in the SKU table. Numeric, 7 positions; optional.
Sell Wgt	The actual selling weight of the item. The system uses this value to calculate the freight charge on an item when the freight method on the order is set to By Item or Flat Rt/Item. The system defaults the selling weight defined for the SKU; if a selling weight is not defined for the SKU, the system defaults the selling weight defined for the item. However, you can override it. If the item contains SKUs, updates Selling weight override in the SKU table; if the item does not contain SKUs, updates Selling weight in the Item table. Numeric, 7 positions with a 3-place decimal; optional.
Case Qty	The number of units that fit in a case. The system defaults the pieces per case quantity defined for the item; however, you can override it. Updates Pieces per case in the Item table. Multiple case quantities for the same item/SKU? If you define a different case quantity for the same item/SKU for more than one item location record on this screen, the system updates the item/SKU with the case quantity that the system processes last (the lowest record that displays for the item/SKU on the screen). Numeric, 5 positions; optional.
UPC	The UPC code defined for the item/SKU. The first UPC code defined for the item/SKU defaults; however, you can override it to create a new UPC for the item/SKU. A message similar to the following indicates if the UPC code has already been assigned to an item: UPC already assigned to XXXXXX. Note: Include any leading zeros. For example: if the UPC code is 06012011, enter 06012011 and not 6012011. Creates a record in the Item UPC table. Alphanumeric, 14 positions; required to create a UPC code.
UPC Type	If you enter a UPC code for an item location record, the system uses this UPC type to create the UPC code in the Item UPC table. The UPC type for the first UPC code defined for the item/SKU defaults; however, you can override it to create a new UPC for the item/SKU. Valid UPC types are: E13 = EAN-13, indicating a 13 position UPC code; however, Order Management System does not validate the UPC length. E8 = EAN-8, indicating an 8 position UPC code; however, Order Management System does not validate the UPC length. UA = UPC-A, indicating a 12 position UPC code; however, Order Management System does not validate the UPC length. UE = UPC-E, indicating a 6 position UPC code; however, Order Management System does not validate the UPC length. Alphanumeric, 3 positions; required to create a UPC code.
UPC Vendor	If you enter a UPC vendor for an item location record, the system uses this UPC vendor to create the UPC code in the Item UPC table. The UPC vendor for the first UPC code defined for the item/SKU defaults. You can override the default UPC values to create a new UPC for the item/SKU. You can enter a new UPC vendor to change it for the default UPC code. Numeric, 7 positions; required to create a UPC code.

Updating Item Information

To update...	do the following...
the item’s cube value	enter the item’s cube value in the Cube field. The item’s current cube value defaults, but you can override it.
the item’s shipping and selling weights	enter the item’s shipping and selling weights in the Weight and Sell Wgt fields. The item’s current shipping and selling weights default, but you can override them.
the item’s pieces per case quantity	enter the item’s pieces per case quantity in the Case Qty field. The item’s current pieces per case quantity defaults, but you can override it.
the item’s UPC code	To update the vendor for the existing UPC code: The UPC, UPC Type, and UPC Vendor for the first UPC code defined for the item/SKU defaults; to update this existing UPC code, retain the current value in the UPC and UPC Type fields. Enter a new UPC vendor in the UPC Vendor field. To create a new UPC for the item/SKU: Enter a UPC code for the item in the UPC field. The first UPC code defined for the item/SKU defaults; however, you can override it to create a new UPC for the item/SKU. Note: Include any leading zeros. For example: if the UPC code is 06012011, enter 06012011 and not 6012011. Enter a UPC type in the UPC Type field. The UPC type for the first UPC code defined for the item/SKU defaults; however, you can override it to create a new UPC for the item/SKU. Enter a UPC vendor in the UPC Vendor field. The UPC vendor for the first UPC code defined for the item/SKU defaults; however, you can override it to create a new UPC for the item/SKU.

Once you have defined the item information you wish to update, click OK. The system validates your entries and performs the update.

You can review the updated item information on the following screens:

• non-SKUed item: Change Item screen to review the updated Cube, Shipping weight, Selling weight and Pieces per case. See Create Item Screen for more information.

• SKUed item: Change Item screen to review the updated Pieces per case; Change SKU - 2 of 2 (With Overrides) screen to review the updated Cube, Shipping weight, and Selling weight. See Create Item Screen and Create SKU 2 of 2 (With Overrides) Screen.

• Work with UPC Codes Screen to review the created or updated UPC code.

Updating the Primary Primary Min/Max Quantities

Use the following steps to update the minimum and/or maximum quantities for the item’s primary primary location that is already assigned to the item.

To update...	do the following...
the minimum item location quantity	enter the minimum quantity in the Min Qty field. The item location’s current minimum quantity defaults, but you can override it.
the maximum item location quantity	enter the maximum quantity in the Max Qty field. The item location’s current maximum quantity defaults, but you can override it.

Once you have defined the item location information you wish to update, click OK. The system validates your entries and performs the update.

The system updates the Min qty for location and Max qty for location fields in the SKU table to the new minimum and maximum quantities you defined. The new minimum and maximum quantities display on the Change Item (Base Information screen for a non-SKUed item and on the Change SKU 1 of 2 (With Overrides) screen for a SKUed item. See Create Item (Base Information) Screen and Create SKU 1 of 2 (With Overrides) Screen for more information.

Creating a New Primary Primary Location

Use the following steps to update an item/SKU’s primary primary location to the primary location you enter.

1. In the Location field, enter the location code you wish to use as the item/SKU’s new primary primary location. A valid item location code must be entered. The primary primary location currently defined for the item/SKU, if any, defaults, but you can override it to assign the item to a new primary primary location.

2. Optionally, enter the minimum and maximum amounts for the item in this location in the Min Qty and Max Qty fields. The minimum and maximum quantities for the item’s current primary primary location defaults, but you can type over the existing information if the minimum and maximum quantities for the new primary location differ. The existing location information will not be affected. Leave these fields 'as is' if the minimum and maximum amounts for the previous primary location and the new primary location are the same. These fields can be left blank if the minimum and maximum quantities for the item location are unknown.

3. Click OK. The system validates your entries and advances you to the Confirm Location Change window. Click OK to perform the update; otherwise, click Exit to cancel.

The system updates the Location field in the SKU table to the new primary location you defined. The new primary primary location displays on the Create Item (Base Information) Screen (non-SKUed item) or Create SKU 1 of 2 (With Overrides) Screen (SKUed item).

Note:

The system retains the item location record for the old primary primary location in the Item Location table.

Removing the Primary Primary Location

Use the following steps to delete the primary primary location defined for the item/SKU. You can delete the primary primary location for an item/SKU only if the item location does not have an On hand quantity, Pending transaction quantity, or Printed quantity in the Item Location table.

1. Remove the location defined in the Location field.

2. Remove the minimum quantity and maximum quantity defined in the Min Qty and Max Qty fields.

3. Click OK. The system advances you to the Confirm Location Change window. Notice that the To location is blank, indicating that you wish to remove the item/SKU from its current primary primary location and not define a new primary primary location for the item/SKU.

4. Click OK.

   • If the item location has an On hand quantity, Pending transaction quantity, or Printed quantity in the Item Location table, the system displays an error message and does not delete the primary primary location defined for the item/SKU: Item location cannot be deleted; on-hand/transfer/printed qty > 0.

   • If the item location does not have an On hand quantity, Pending transaction quantity, or Printed quantity in the Item Location table, the system:

   • • deletes the record from the Item Location table.

     • removes the location from the Location field in the SKU table. The primary primary location for the item/SKU is now blank on the Create Item (Base Information) Screen (non-SKUed item) or Create SKU 1 of 2 (With Overrides) Screen (SKUed item).

Note:

The system deletes the primary primary location only; the system retains any other primary locations defined for the item/SKU in the Item Location table.

Suggest Location Placement (MSLO)

Purpose: Use the Suggest Location for Item function when you want the system to search for available warehouse space to determine where you should place an item.

There are two different methods available for suggesting item locations:

Standard Suggest Location Placement: The system searches through the available warehouse locations and suggests where you might place the stock. You use the System Control table to specify the criteria the system uses to select locations and the order in which to search different location types.

This function is for inquiry only, and does not allow you to actually place the stock in the suggested locations. To place the stock, use

• Performing Inventory Transactions;

• Receiving Purchase Orders (PORC); or

• Placing Suspended Stock (SUSP).

The same logic is used in purchase order receiving. See Suggest Warehouse/Location Placement.

In this topic:

• Suggest Location For Item Screen

• Work with Suggested Locations Screen

Suggest Location For Item Screen

Purpose: Use this screen to enter the item and warehouse information for system-suggested placement. You enter the item/SKU, warehouse code, and quantity to place.

How to display this screen: Enter MSLO in the Fast Path field at the top of any menu, or select Suggest Location for Item from a menu.

Field	Description
Item	The code of the item you are placing in the warehouse. Item codes are defined in and validated against the Item table. Alphanumeric, 12 positions; required.
SKU fields	The item's unique characteristics, such as its color and size. Alphanumeric, three 4-position fields; required if the item has SKUs.
Warehouse	The code of the warehouse where the item is being placed. Warehouse code are defined in and validated against the Warehouse table; see Creating and Maintaining Warehouses (WWHS). Even if you use a staging warehouse, you should enter the code of the main warehouse where the stock should eventually be placed. Numeric, 3 positions; required.
Qty (Quantity)	The number of units of the item to be placed. Numeric, 7 positions; required.

Completing this screen: The system will determine the locations where the item should be placed using the criteria defined by your company in the System Control table. The following message indicates:

Suggesting locations...please wait

You advance to the Work with Suggested Locations Screen.

Work with Suggested Locations Screen

Purpose: This screen displays the suggested warehouse locations for the item.

How to display this screen: Select OK at the Suggest Location For Item Screen.

Field	Description
Item	The item code and SKU, if any, for which the system is suggesting locations for placement. Item: Alphanumeric, 12 positions. SKU: Alphanumeric, three 4-position fields.
Qty requested (Quantity requested)	The number of units of the item to place. Numeric, 7 positions.
Whs (Warehouse)	The warehouse where the system is placing the merchandise. If you use a staging warehouse, the system will always suggest this warehouse for placement. Numeric, 3 positions.
Location	The location where the associated quantity should be placed. Alphanumeric, 7 positions.
Quantity placed	The quantity to place in the location. Numeric, 7 positions.

Working with Default Warehouse Locations (WWDL)

Purpose: Use the Default Warehouse Locations function to define locations for the system to select automatically for certain transfers, receipts, or suggesting inventory placement.

You define default warehouse locations by type. Valid location types are:

• Bulk

• Backorder

• In Transit

• Non-Alloc Whs Receiving

• Outlet Transfer

• OTS Unallocated Location

• Pending Putaway

• Primary

• Return

In this topic:

• Defining Default Warehouse Locations for a Staging Warehouse

• Defining Default Warehouse Locations for a Pending Putaway Warehouse

• Work with Warehouse Default Locations Screen

• Create Warehouse Default Location Screen

Defining Default Warehouse Locations for a Staging Warehouse

If you use a staging warehouse location within Order Management System as part of your receiving putaway process, you must define several default location types for the staging warehouse. A staging warehouse is a warehouse code that designates an area within your actual warehouse where you keep stock that needs to be put away.

When you receive a purchase order, you can have the system suggest placement in default locations within the staging warehouse. Each staging warehouse default location refers to actual location(s) within your warehouse; for example, a default bulk location in the staging warehouse refers to a bulk storage area in your actual warehouse. You receive the stock into the bulk location in the staging warehouse; at this point, the inventory is not included in your on-hand quantity in your main warehouse. When you move the stock from the staging area to the actual bulk location, you process the inventory transaction to reflect the stock's location and update inventory levels in your main warehouse.

The default location types to assign in your staging warehouse are:

• Bulk

• Backorder

• In Transit

• Primary

• Return

• Non-Alloc Whs Receiving

The default location type to assign to your main warehouse is Intransit.

You may also wish to define a Pending Putaway default; see below.

Defining Default Warehouse Locations for a Pending Putaway Warehouse

A pending putaway warehouse is a warehouse where you keep stock that still needs to be moved to its final destination; for example, a staging area.

You can define a warehouse as a pending putaway warehouse by assigning a warehouse location type of PP Pending Putaway Warehouse to the warehouse. Use a pending putaway warehouse to temporarily store saleable inventory on its way to its final destination warehouse. Inventory received into a pending putaway warehouse retains its on order status so that the inventory is visible in PO Layering, yet the system recognizes the inventory as being in a warehouse location so that you can manipulate it.

See Pending Putaway Overview for more information on the updates the system performs when you receive inventory into a pending warehouse.

Work with Warehouse Default Locations Screen

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

Field	Description
Whs Warehouse	The actual or virtual warehouse where the default location is located. Warehouse codes are defined in and validated against the Warehouse table. Numeric, 3 positions; optional.
Type	The type of default location. Valid values are: Bulk Back Order In Transit Non-Alloc Whs Receiving Outlet transfer OTS Unallocated Location Pending Putaway Primary Return Optional.
Max # items	This field is not currently implemented. Numeric,  5 positions; optional.
Alt seq Alternate sequence number	This field is not currently implemented. Numeric, 3 positions; optional.
Qty suggest Quantity suggested	This field is not currently implemented. Numeric, 7 positions; optional.
Max/bin Maximum quantity per bin	The maximum quantity for the system to suggest be placed in a bin. For example, you might restrict the amount of stock to place in a backorder location so that it does not become too crowded for efficient picking. Numeric, 5 positions; optional.
Location	The location within the warehouse to use as a default.   The location code is a 7-position code typically comprised of: Warehouse zone Aisle Aisle Shelf Shelf Bin number Bin number Alphanumeric, 7 positions; optional.

Screen Option	Procedure
Create a new default location	Select Create to advance to the Create Warehouse Default Location Screen.
Change a default location	Select Change for a default location to advance to the Change Warehouse Default Location Screen. You can change any information on this screen except for the warehouse and the type. See the Create Warehouse Default Location Screen for field descriptions.
Delete a default location	Select Delete for a default location to delete it.
Display a default location	Select Display for a default location to advance to the Display Warehouse Default Locations Screen. You cannot change any information at this screen. See the Create Warehouse Default Location Screen for field descriptions.

Create Warehouse Default Location Screen

Purpose: Use this screen to define a location for the system to check automatically when processing certain transactions.

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

Field	Description
Warehouse	The actual or virtual warehouse where the default location is located. 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.
Location type	The type of default location. Valid values are: Bulk Back Order In Transit Non-Alloc Whs Receiving: If you select location type Non-Alloc Whs Receiving, the warehouse you enter must be flagged as non-allocatable. Outlet transfer OTS Unallocated Location Pending Putaway Primary Return Create screen: required. Change screen: display-only.
Max# of items	This field is not currently implemented. Numeric,  5 positions; optional.
Alternate seq# Alternate sequence number	This field is not currently implemented. Numeric, 3 positions; optional.
Qty suggested	This field is not currently implemented. Numeric, 7 positions; optional.
Max qty per bin	The maximum quantity for the system to suggest be placed in a bin. For example, you might restrict the amount of stock to place in a backorder location so that it does not become too crowded for efficient picking. Numeric, 5 positions; optional.
Location	The location within the warehouse to use as a default.   The location code is a 7-position code typically comprised of: Warehouse zone Aisle Aisle Shelf Shelf Bin number Bin number Your entry must be a valid location for the warehouse in the Warehouse field. Alphanumeric, 7 positions; optional.

Printing the On Hand by Warehouse Report (POHW)

Purpose: Review total on-hand quantities for items in one or more allocatable warehouses.

Only items with on-hand quantities appear on the reports. If the on-hand quantity for an item in a warehouse is zero, it does not appear on the report.

What else is on the On Hand by Warehouse report? Depending on your selections at the On Hand by Warehouse List Prompt Screen, this report can also include for each item/SKU within the warehouse:

• unit and total cost

• total retail price and extended price, based on the price for the item or SKU in the offer specified in the Current Offer (A33) system control value

• unit and total vendor item price

What else is on the On Hand by Vendor by Warehouse report? In addition to the same information as the On Hand by Warehouse report, this report includes the total quantity returned, sold, adjusted, and received month to date.

How do you produce the On Hand by Vendor by Warehouse report? The system produces the On Hand by Vendor by Warehouse report only if your selections at the On Hand by Warehouse List Prompt screen include:

• Vendor is blank

• By warehouse/by warehouse vendor is set to Whse vendor

Otherwise, the system produces the On Hand by Warehouse report, which does not include the returned, sold, adjusted, or received quantities for the month to date.

Note:

The totals on these reports may not match the totals on other inventory or costing reports due to differences in calculation. For example, the decrease in total retail price on the On Hand by Warehouse report might not match the total value of sales on a sales report due to different methods of determining item or SKU prices.

In this topic:

• On Hand by Warehouse List Prompt Screen

• On Hand by Warehouse Report

• On Hand by Vendor by Warehouse Report

On Hand by Warehouse List Prompt Screen

How to display this screen: Enter POHW in the Fast path field at the top of any menu, or select Print On Hand by Warehouse from a menu.

Field	Description
Warehouse	The warehouse to include on the report. Leave this field blank to include all warehouses with inventory on hand. Numeric, 3 positions; optional.
Vendor	The vendor whose items to include on the report. Leave this field blank to include all vendors from whom you purchase inventory. The report includes items based on the primary Vendor identified in the Item table, although it is possible that you received some or all of the on-hand quantity from a different vendor. Note: If the By warehouse/by warehouse vendor field is set to Whse: You cannot specify a vendor. If the By warehouse/by warehouse vendor field is set to Whse vendor: If you specify a vendor, the system produces the On Hand by Warehouse report rather than the On Hand by Warehouse by Vendor report. Numeric, 7 positions; optional.
Print cost	Indicates which dollar value to include on the report. Valid values are: Cost: Include the standard, average, or FIFO cost on the report, based on the Costing Method (A25) system control value. If you use FIFO costing, the report does not include the unit cost of each item/SKU, only the extended cost. Retail: Include the most current price for the item/SKU, based on the latest Effective date that is not in the future. Also, the Current Offer (A33) must still be active, based on the End (End date) for the offer. If the item has SKUs, the report includes a price only if there is a SKU Price record; if the item does not have SKUs, the report selects the price from the Item Price record. Vendor list: Include the vendor/item price for the item’s primary vendor. The report does not include a vendor/item price if there is no primary vendor, or if there is no vendor/item for the primary vendor. blank: Do not include any cost or price information on the report. Optional.
By warehouse/by warehouse vendor	Indicates whether the report should have a separate page for each vendor/warehouse combination. Valid values are: Whse: Generate the On Hand by Warehouse Report, which summarizes the on-hand quantity and dollar value (cost, price, or vendor/item price) for item/SKUs by warehouse. This report does not include the returned, sold, adjusted, or received quantities month-to-date. Note: If you select this value, you cannot specify a Vendor. Whse vendor: If no vendor is specified, generate the On Hand by Vendor by Warehouse Report, which summarizes the on-hand quantity and dollar value (cost, price, or vendor/item price) for items, broken out for each selected vendor/warehouse combination. This report also includes the quantities returned, issued, adjusted, and received month-to-date. Otherwise, generate the On Hand by Warehouse report. Required.

Completing this screen: Complete each required and any optional fields as described above. Select Submit to generate the report. If you selected Whse at the By warehouse/by warehouse vendor field, the system submits the job OHWLST if you selected Whse vendor, the system submits the job OHWVNDLST.

Docking Purchase Orders

Topics in this part: The following topics describe the functions available when using the Dock Purchase Orders function.

• Docking Purchase Orders (MDPO) shows you how to record a purchase order as “docked” before you receive it.

• Printing the Purchase Orders in Docked Status Report (PDPO) shows you how to print the Docked Purchase Order Report and describes the information on the report.

• Printing the Docked but Past Due Purchase Order Report (PDPD) shows you how to create and print the Past Due Docked Purchase Order Report and describes the information on the report.

Docking Purchase Orders (MDPO)

Purpose: You have the option of recording a purchase order as "docked" before you receive it. A docked status indicates that you have received inventory associated with the purchase order, but have not yet confirmed items or quantities. You can dock a purchase order just once, or many times for different deliveries. Until you actually receive the purchase order, inventory inquiries do not indicate that any of the associated inventory is on-hand in your warehouse.

A standard process would include:

• dock the purchase order

• count the merchandise and perform quality control

• receive the purchase order

Docking stock provides a record of when the inventory actually arrived at your warehouse, as opposed to when you completed quality control and recorded the receipt.  This may be helpful if there is a question on whether the vendor delivered the merchandise on time.

If you dock stock, the system assigns a purchase order receipt control number at the time you dock it. In a multicompany situation, you can define a unique range of numbers in the Number Assignment table for each company. This will keep each company's data separate.

If you partially receive a docked purchase order, the purchase order status changes back to Open.

In this topic:

• Dock Purchase Orders Screen

• Primary Location Not Defined for PO

Dock Purchase Orders Screen

Use this screen to record a purchase order as "docked" before you receive it through PO Receiving.

How to display this screen: Enter MDPO in the Fast path field at the top of any menu or select this option from a menu.

Field	Description
Purchase order number	The number of the purchase order you are docking. You cannot dock a closed purchase order. The system validates that the purchase order number is associated with an open or docked PO. If the purchase order number you enter is not found in your current company, the system will search other companies until it finds a match. Active companies will search only other active companies and inactive companies will search only other inactive companies, based on the setting in the Company table. You must have the Cross company scan field selected in the Company table in order to use this function. Numeric, 7 positions; required.
Total number of cartons	The total number of cartons you are docking. Numeric, 5 positions; required.
Total weight	The total weight of all the cartons you are docking. Numeric, 7 positions with a 2 place decimal; optional.
Shipper tracking number	The tracking number assigned by the delivery company for this shipment.   Numeric, 20 positions; optional.
Ship via	A code that represents a carrier who delivers merchandise from vendors to your company. Ship via codes are validated against the Purchase Order Ship Via table; see Working with Purchase Order Ship Via (WPSV). Numeric, 2 positions; optional.
Comments	A free-form entry field where you can add any additional information to appear on the purchase order you are docking. Alphanumeric, 25 positions; optional.
Generate labels	Indicates whether to print carton labels for the purchase order. Valid values are: Selected (default) = print carton labels Unselected = do not print carton labels The system will generate one label for each carton. Note: Generating carton labels is not currently implemented.
Label printer	The ID of the printer used to print carton labels. The system validates that the printer ID you enter is a valid printer ID defined in Working with Admin Properties (CPRP); if the printer ID you enter is not valid, an error message displays: Invalid Printer. Alphanumeric, 10 positions; required if the Generate labels field is selected.

Primary Location Not Defined for PO

A message such as the following displays when you try to dock a purchase order containing one or more items not assigned to a primary location:

Primary Location not defined for PO (222/1/CRATE).

You cannot dock this purchase order until you define a primary location for all of the items on the purchase order. This message is shown if you have the Validate Primary Locations for Purchase Orders (E19) system control value selected.

Printing the Purchase Orders in Docked Status Report (PDPO)

Purpose: The Purchase Orders in Docked Status Report is a list of all the purchase orders that have been docked but not yet received.

When to use: Use the Purchase Orders in Docked Status Report to track the purchase orders that are docked and need to be received. Docking stock provides a record of when the inventory actually arrived at your warehouse, as opposed to when you completed quality control and recorded the receipt. See Docking Purchase Orders (MDPO) .

Printing the Docked but Past Due Purchase Order Report (PDPD)

Purpose: The Docked but Past Due Purchase Orders Report is a list of all the purchase orders that are in a docked status but arrived past their expected delivery date.

When to use: Use the Docked but Past Due Purchase Orders Report to track how many shipments were late in arriving and which vendors exceeded their promised delivery date. This report may be helpful if there is a question on whether the vendor delivered the merchandise on time. See Docking Purchase Orders (MDPO).

Docked But Past Due Screen

Purpose: Use this screen to select the date range to include on the Docked but Past Due Purchase Orders Report.

How to display this screen: Enter PDPD in the Fast path field at the top of any menu or select Print Past Due Docked Report from a menu.

Field	Description
Docked start date	The starting date from which you want to run this report. Numeric, 6 positions (user date format); required.
Docked end date	The ending date up through which you want to run this report. Enter the same date you entered in the Docked start date field if you want to run the report for a single day. Numeric, 6 positions (user date format); required.

Instructions: To print the Docked but Past Due Purchase Orders Report.

1. Complete the Docked start date and Docked end date fields.

2. Select Accept to print the report.

Warehouse Management Integration

In this part: This part includes the following topics:

• Warehouse Management System Integration Overview: Provides an overview of the Warehouse Management Integration.

• Generic Outbound Purchase Order API: Describes how to send purchase order information to an external system.

• Purchase Order Receipt In API: Describes how to process PO receipts received through the generic API.

• Generic Pick In API (Shipments, Voids, and Backorders): Describes how to confirm shipments or void pick slips through the generic API.

For more information see the Web Services Guide on https://support.oracle.com My Oracle Support (ID 2149144.1).

Working with PO Receipt Errors (WPRE)

Purpose: Use this menu option to review errors resulting from the Purchase Order Receipt In API. These errors are stored in the PO Receipt Error table. See Purchase Order Receipt In API for more information, and see PO Receipt Errors for an explanation of errors.

For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).

Work with PO Receipt Errors Screen

Use this screen to review errors in the PO Receipt In XML Message (CWReceiptIn) received from another system.

For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).

Errors display on this screen in error date, PO #, PO line # sequence.

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

Field	Description
Error date	The date when the PO Receipt In XML Message (CWReceiptIn) was received. This might be different from the receipt_date in the message. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). Enter a valid date and select OK to display PO receipt errors that match your entry. Numeric, 6 positions (user date format); optional.
PO#	The po_nbr passed in the message. Numeric, 7 positions; display-only. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).
PO Line#	The po_line_seq_nbr passed in the message. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). Numeric, 5 positions; display-only.
Quantity	The quantity passed in the message. Numeric, 7 positions; display-only. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).
Error	A description of the error. See PO Receipt Errors for a list of errors. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). Alphanumeric, 40 positions; display-only.

Screen Option	Procedure
Correct a PO receipt that is in error	Select Change for a PO receipt error record to advance to the Change PO Receipt Error Screen.
Delete a PO receipt that is in error	Select Delete for a PO receipt error record to delete it.
Review a PO receipt that is in error	Select Display for a PO receipt error record to advance to the Display PO Receipt Error screen. You cannot change any information on this screen. See the Change PO Receipt Error Screen for field descriptions.
Advance to Inventory Inquiry for the item associated with the PO receipt that is in error	Select Inventory Inquiry for a PO receipt error record to advance to the Display Item/Warehouse Information Screen. An error message similar to the following displays if the item/SKU for the PO receipt that is in error cannot be determined: PO Detail not found.
Advance to Purchase Order Inquiry for the PO associated with the PO receipt that is in error	Select PO Inquiry for a PO receipt error record to advance to the First Display Purchase Order Detail Screen. An error message similar to the following displays if the PO # for the PO receipt that is in error cannot be determined: PO# is invalid.
Reprocess a PO receipt that is in error	Select Reprocess for a PO receipt error record to reprocess it.
Reprocess all PO receipt records that are in error	Select Reprocess to reprocess all PO receipt error records.
Delete all PO receipt records that are in error	Select Delete all to advance to the Confirm Delete window. Select OK to delete all records; otherwise select Exit to cancel the delete.

Change PO Receipt Error Screen

Purpose: Use this screen to correct the error associated with a PO receipt transaction received through the Purchase Order Receipt In API.

For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).

Note:

When you select OK on this screen the system validates that the PO receipt transaction no longer contains errors. If an error exists for the PO receipt transaction, the system displays the error on the screen. You will need to correct the error and select OK, or select Exit to exit the screen without correcting the error. Once you correct all errors associated with the PO receipt transaction, you will need to select Reprocess for the PO receipt transaction in order to process the transaction.

How to display this screen: Select Change for a PO Receipt Error record at the Work with PO Receipt Errors Screen.

Field	Description
Type	Receipt indicates the transaction is a PO receipt transaction. Required.
PO#	The PO number that contains the PO line to receive. Numeric, 7 positions; required.
PO Line seq#	The PO line sequence number to receive. Numeric, 5 positions; required.
Item/SKU	The code for the item and SKU that is defined for the PO line to receive. Item: Alphanumeric, 12 positions; required. SKU: Alphanumeric, 14 positions; required if the item contains SKUs.
Vendor item	The code for the vendor item defined for the item to receive. Alphanumeric, 20 positions; optional.
UPC Type	The type of UPC code defined for the item to receive. Valid values: Blank = No UPC code. EAN-13 EAN-8 UPC-A UPC-E
UPC code	The UPC code defined for the item to receive. Alphanumeric, 14 positions; optional.
Short SKU	The short SKU code defined for the item to receive. Numeric, 7 positions; optional.
Retail ref#	The retail reference number defined for the item to receive. Numeric, 15 positions; optional.
Quantity	The quantity of the item on the PO line to receive. Numeric, 7 positions; required.
Receipt date	The date the item on the PO line was received into the specified location in the warehouse. Numeric, 6 positions (user date format); required.
Receipt time	The time the item on the PO line was received into the specified location and warehouse. Numeric, 6 positions (HH:MM:SS format); required.
Cost	The cost of the item. In order to update this field you must have authority to the Override PO Cost (A17) secured feature; otherwise, the Cost field is display-only. Numeric, 11 positions with a 4-place decimal; optional.
Currency rate	The currency rate defined for the item. Numeric, 11 positions with a 7-place decimal; optional.
Customs date	The customs date defined for the item to receive. Numeric, 6 positions (user date format); optional.
Whs	A code for the warehouse where the item on the PO line is received. Numeric, 3 positions; required.
Location	A code for the location in the warehouse where the item on the PO line is received. Alphanumeric, 7 positions; required.
Non-inventory	Indicates whether the item is a non-inventory item. Selected = The item is a non-inventory item. Unselected = The item is an inventoried item.
Error	A description of the error associated with the PO receipt transaction. Alphanumeric, 40 positions; display-only.

Working with Pick Invoice Errors (WPIE)

Purpose: Use this menu option to review errors resulting from the Generic Pick In API (Shipments, Voids, and Backorders). These errors are stored in the Pick In Error table. See Pick In Process Overview for more information, and see Pick Invoice Errors for an explanation of errors.

You cannot correct and resubmit pick in messages through this option. To correct any errors, use the Generic Pick In API (Shipments, Voids, and Backorders) to submit a new message.

For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).

In this topic:

• Work with Pick Invoice Errors Screen

• Pick Invoice Errors

Work with Pick Invoice Errors Screen

How to display this screen: Enter WPIE in the Fast path field at the top of any menu, or select Work with Pick Invoice Errors from a menu.

Field	Description
Date	The date when the CWPickIn XML Message was received. This might be different from the date_sent in the message. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). Numeric, 6 positions (user date format): optional.
Pick ctrl #	The pick_control number passed in the message. Numeric, 7 positions; optional.
Order #	The order number associated with the pick_control number. The order number is 0 if the system cannot find an order number to match the pick_control number. Numeric, 8 positions; optional.
Pick Line #	The pick detail line number related to the error. Included only if the error is Shipped Quantity cannot exceed Printed; otherwise, the pick line number displayed is 0. Numeric, 5 positions; display-only.
Carton #	The carton number related to the error. Included only if the error is Invalid/Missing Carton Number or if the error is related to information in the carton elements; otherwise, the carton number displayed is 0. Numeric, 5 positions; display-only.

Deleting errors: Select Delete for an error to delete it, or select Delete All to delete all existing errors in your company.

Pick Invoice Errors

The following errors are tracked in the Pick In Error table and are available for review at the Work with Pick Invoice Errors Screen. See Troubleshooting the Pick In API for more information on correcting problems with the Pick In API.

For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).

Error	Explanation
Active Procedure exists	Occurs when: Someone is in the process of working with the pick slip in Reprinting and Voiding Pick Slips (WVRP or WSVP). The system is processing a CWPickIn XML Message or performing manifesting for the same pick number and pick control number; the system creates the active procedure for the specific pick control number and label number and removes the active procedure once processing completes. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1).
Invalid Pick Control Number	The pick control number does not exist or is not in a valid status for update through the Pick In API (for example, the pick control number is in a pre-generated pick status (G Generated No Authorization or H Generated Has Authorization status) or V Voided status).
Invalid Pick Control Number-Pick has been billed	You have already confirmed shipment of the pick control number.
Invalid Ship Via on Carton Header	The ship_via indicated in the CartonHeader element does not exist in the ship via table; see Working with Ship Via Codes (WVIA) for more information. Occurs for confirmation (C), void/keep reservation (R), or partial backorder (B) transaction types only.
Invalid Transaction Type	The transaction_type was something other than B, C, U, R, or V, or was not specified.
Invalid/Missing Carton Number	Occurs if no carton_nbr is indicated.
Invalid/Missing Pick Line on Carton Detail	The pick_line_nbr indicated in a CartonDetail element is not a valid line number for the pick slip, or no pick_line_nbr was indicated. Occurs for confirmation (C), void/keep reservation (R), or partial backorder (B) transaction types only.
Invalid/Missing Pick Line on Pick Detail	There is a pick_line_nbr indicated PickDetail element that is not a valid line number for the pick slip. Occurs for the partial backorder (B) and void/keep reservation (R) transaction types only.
Pick Detail required for Backorder	There was not at least one PickDetail element specified. Occurs for partial backorder (B) transaction types only.
Set component quantity not divisable into set qty.	There were inconsistent shipped quantities indicated for set components that would result in incomplete shipment of a set. For example, this error can occur if a set consists of 1 unit of COMPONENT1 and 2 units of COMPONENT2, and the message indicated a shipment of 1 unit of each component. The CWPickIn message for a set item should include a shipped quantity for just the main set item and not the components, as described above under Pick In Process Overview. For more information see the Web Services Guide on My Oracle Support (ID 2149144.1). If you would like the CWPickIn message to include the components as well as the main set item, the shipped quantities must represent a complete shipment of one or more units of the set. Occurs for partial backorder (B) transaction types only.
Shipped Quantity cannot exceed Printed	The qty_shipped indicated in a PickDetail element exceeds the printed quantity on the pick slip. Occurs for partial backorder (B) and void/keep reservation (R) transaction types only.

Working with Warehouse Cross-Reference (WWXR)

Purpose: This option is not currently supported.