IN-L-B  Enter/Assign Locations

Purpose of Program

Use this program to define locations, which can be other warehouses or factories, and to assign inventory items to locations.  It can also be used to Delete a Location that is no longer needed.

Each inventory item that pertains to a location must be assigned to that location; The program does not assume that all inventory items will be used at all locations.  You can assign items to locations individually or by ranges of item numbers, classes, or types.

General Ledger account codes can be assigned by item class for each location through SM-C  Enter Item classes.  On-hand quantities can be entered by location through IN-K  Adjust Physical Levels.

Field Explanations

FACTORY/WAREHOUSE LOCATIONS

Code

The name you want to use for this location.   This is a 10 character, alphanumeric field.  The system allows up to 250 locations.  You may view existing locations in a pop-up window by pressing the F2 key (or clicking on the Lookup button).   See How to Use Multiple Locations for a discussion of how to set up and handle multiple location inventories.

NOTE:  A  master location, which is the default location used in work orders, purchase orders, and sales orders, is defined in SD-H  Inventory Defaults. All other locations are defined within this program.

Loc Type

Leave this blank for a standard production or warehouse Location.  You can enter S for Service, R for RMA, or Q for Quality.  All three of these Location types will have stock on hand, and on order ignored by the stock status calculations when determining available inventory.

Name, Add1, Add2, CSZ

The long name, address lines one and two, and city, state, and zip code for this location.  These will pull into Purchase Orders as the Ship To and can be defined even if the Location Code is blank.

Resale Number

The tax resale number for this location.  This is for information purposes only.

Contact, Phone, Fax

The primary contact person for this location, and the location telephone and fax number.  These are for information purposes only.

SINGLE PRODUCT ENTRY

Item number

The item number of the item being assigned to this location.

Description

The product description is displayed automatically when the item number is entered.  This field cannot be edited within this program.

GENERATE LOCATION RECORDS

From/thru Item number

The range of item numbers to be assigned to this location.

From/thru Class

The range of item classes from which inventory items are to be assigned to this location.

For Product Type(s)

The inventory product type(s) (N, R, F, M, A) from which inventory items are to be assigned to this location.

General Program Operation

Enter a location name in the Code field or select a location by clicking on the Lookup icon (or press F2).  If you enter a new location, the program will ask you if you wish to create a new location.

The name and address entered here will be pulled into Purchase Orders on the "Ship To".  

If you enter an existing location, the address and phone fields display automatically.  If this is a new location, enter the location long name, address, contact, and phone and fax fields.

You can assign individual item numbers to this location by entering the Item number field and saving the screen.

Before an item can be assigned to a location, its item class must be defined with General Ledger account codes for this location.  This is done through SM-C  Enter Item classes.  If the item class is not set up for this location, you will receive a warning message.

You may enter any number of  single item number assignments.  After  each item number is saved, the location stays on the screen in the event you are entering a series of item numbers.

If you wish to assign a group of item numbers to this location, you may do so by specifying any range or combination of ranges of item numbers, item classes, or inventory types.  If you press <Enter> through all these fields, the entire inventory will be assigned to this location.

Deleting a Location

Deleting a Location is a 3 step process.  First, make sure all on-hand, on Order and Allocated quantities for the Location are 0.  Verify by running IN-D  Print Reorder Report  for the Location and make any transfers or edit orders as needed.  Then select a range of items (or all items as applicable) and indicate you want to Delete rather than Generate records.  Only those item Location records with 0 balances on hand and on order will be deleted.  Once all item/location records have been deleted, then you can click the button to Delete the Master Location record.

Print Locations

You can get a report showing stock status by location if you click on the Print button (or press <Home>) while on the Enter/Assign Locations screen.

Cleaning up Invalid Locations

To remove invalid Locations and transfer any stock or orders to your primary default Location, use UT-K-E  Consolidate Inventory Locations