Use these fields to create and maintain a warehouse/item record:
1. Warehouse
Enter the warehouse where the item exists. The entry must be a valid warehouse code. Press Enter to default to the warehouse assigned to the terminal.
2. Item
Enter the item existing in the warehouse. The entry must be a valid item number that displays the item, description and stocking unit of measure. Press F3 to display the first item in the warehouse. Items flagged as ‘N’ to "Update Inventory" in the item master file may not be added to this file maintenance. If the item selected does not update inventory, the user will receive this message: "Cannot setup uninventoried items in the warehouse." If the item entered is a nonstock item, "NONSTOCKED" or "UNIVENTORIED" will display on screen.
3. Locations
If locations are not used, press Tab to skip this field. If locations are used, enter the primary and alternate locations below.
Primary
Enter the primary location of the item in the warehouse (up to 6 characters) (e.g., where the item is stored within the warehouse). All locations entered should be the same length. If the user is assigning locations to items for A, 1 - 25, the locations should be set up as follows: A01 (versus A1), A02 (versus A2) ... A10, A11 ... A25.
Alt 1-5
Enter up to five additional locations where product may be found. The system checks to ensure that the new entry does not already exist in any of the other alternate location fields or the primary location field. If it does, the system displays the message "Location is already designated for this Whse/Item record" and returns you to the field for re-field.
4. Commit by Other Whses?
Indicate whether or not to allow another warehouse other than this one to commit this item or A to allow another warehouse to commit this item with approval.
5. Use ledgercards
Indicate whether to use ledgercards. Press Enter to initially default to N. If ledgercards are not used, as set in the IC static control record, this field is skipped.
6. Allow Purchase Without SO
Indicate whether a purchase of non-stock items can be made without a Sales Order Tie. Press Enter to initially default to N. Note that this field is only enabled when the item is a non-stock item.
7. Allow Web Purchase
Indicate whether or not an item is for sale from this warehouse from the web. The system sends these warehouse items to eCatalog but they will not be presented as a warehouse for purchase from a customer in Storefront.
If the Allow Web Purchase at the item level is "selected" then this field is set to "unselected" and disabled. Also, if this warehouse is not valid for SO in Warehouse F/M then the Allow Web Purchase check box is set to "unselected" and disabled. If the item is set to allow web purchase and the warehouse is valid for SO, then when adding a new record, the system sets the field to the value from the Allow Web Purchase setting at the item level. Once the initial value is set, the system will no longer change this field. The user is free to set it as desired.
When a new warehouse item is added or the Allow Web Purchase field is changed the system adds a record to the eCatalog log file for the next update to the eCatalog database. This program also writes a record to the eCatalog log file whenever a warehouse item record is deleted.
8. Last Physical
Enter the date of the last physical inventory. Press Enter to initially default to 01/01/00.
9. Next Physical
Enter the date of the next physical inventory. Press Enter to initially default to 01/01/00.
10. Established Date
Enter the established or restart date for the item in the warehouse.
*11.-18 Quantities/Rank
Entry is not required in these fields. After live processing begins, the system tracks on-hand, on order, back-ordered, committed, and long- and short-term surplus quantities, as well as item ranking. An item may not be deleted from a warehouse if a number other than zero exists in any of these fields.
To access the Restock screen enter a valid warehouse and a valid item (the item must exist in the warehouse). Click the Restock tab.
*. Warehouse
If you have not done so already, enter the warehouse where the item exists. Press Enter to default to the warehouse of the warehouse/item just entered. The entry must be a valid warehouse.
*. Item
If you have not done so already, enter the item existing in the warehouse. The entry must be a valid item number that displays the item, description and stocking unit of measure. Press F3 to display the first item in the warehouse.
The Stocking UM displays in the upper right hand corner of the tab.
You can select Replenishment Parameter Maintenance to update the inventory controls for the specified item and warehouse. You can also modify information on this screen and it will be recorded in Replenishment Parameter Maintenance.
Click Show Replenishment Math to review the calculations forreplenishment.
Selecting the Freeze check boxes and making entries and clicking save creates a record in Replenishment Parameter Maintenance (if one does not exist) for this warehouse and item or changes the record in Replenishment Parameter Maintenance if a record exists and changes are made/saved here for this warehouse and item or deletes the record for this warehouse and item if a Freeze check box is unchecked/saved here.
1. Replenish
Indicate whether the item is replenished in this warehouse. Press Enter to initially default to Y. If the item is stocked at the item master level, the Replenishment field is available. If the item is non-stocked at the item master level, the system disables this field.
Enter the Approved Replenishment Path warehouse that restocks this item. Click the Arrow or leave this field blank to indicate the restocking path is direct form vendor.
3. Rank
The rank of the item in the restocking warehouse displays based on the replenishment controls set in Replenish Parameter Maintenance. (This setting can be modified in Replenish Parameter Maintenance.)
4. Freeze
Indicate whether to freeze rank of the item in the restocking warehouse. (This setting can be modified in Replenish Parameter Maintenance.)
The Frozen Rank field is editable only if the Frozen check box is selected for the field. (This setting can be modified in Replenish Parameter Maintenance.)
5. Frozen Rank
The frozen rank of the item in the restocking warehouse. This value is only editable if the Freeze check box is selected. (This setting can also be modified in Replenish Parameter Maintenance.)
6. Expiration Date
The expiration date for the frozen rank displayed from Replenish Parameter Maintenance. This value is only editable if the Freeze check box is selected. (This setting can also be modified in Replenish Parameter Maintenance.)
7. Memo
The memo for the Frozen Rank is displayed from Replenish Parameter Maintenance. This value is only editable if the Freeze check box is selected.
The usage method for the item (Forward, Backward or Trend) in the restocking warehouse displays based on the replenishment controls set in Replenish Parameter Maintenance. (This setting can be also modified in Replenish Parameter Maintenance.)
9. Frozen
Indicate whether to freeze the Usage Method of the item to disallow Seasonality Analysis. (This setting can also be modified in Replenish Parameter Maintenance.)
10. Expiration Date
The expiration date for the frozen Usage Method.
11. Calculated AMU (Average Monthly Usage)
The calculated Monthly Usage (AMU) is rolled up usage according to the usage method without any adjustments applied. The number of usage months and the date range for the calculated Average Monthly Usage and the Effective AMU are displayed for reference.
The Effective AMU is the calculated usage value with the Threshold Minimum Usage adjuster for applied. For example, if the Average Monthly Usage (AMU) was calculated as 60, but with a T-Min Usage set for 90, then the system would show Calculated AMU of 60 and Effective AMU of 90. The Effective usage value is used in any calculations for Order Point, Line Point, Safety Stock, etc. You can use these values to determine if the T-Min Usage value is too high. Once sufficient usage history is available for an item, the T-Min usage may not be required.
12. Apply T-Min Usage
Indicate whether to apply a threshold minimum usage value for the item in the restocking warehouse. (This setting can be also modified in Replenish Parameter Maintenance.)
13. T-Min Usage
The threshold minimum usage value for the item in the restocking warehouse. (This setting can be also modified in Replenish Parameter Maintenance.)
14. Expiration Date
The expiration date for the threshold minimum usage value.
15. Memo
The threshold minimum usage memo is displayed from Replenish Parameter Maintenance.
The average lead time of the item in the restocking warehouse displays based on the replenishment controls set in Replenish Parameter Maintenance. (This is a calculated value.)
17. Freeze
Indicate whether to freeze lead time of the item in the restocking warehouse. (This setting can be modified in Replenish Parameter Maintenance.)
The Frozen Lead Time field is editable only if the Freeze check box is selected for the field. (This setting can be modified in Replenish Parameter Maintenance.)
18. Frozen Lead Time
The frozen rank of the item in the restocking warehouse. This value is only editable if the Frozen check box is selected. (This setting can also be modified in Replenish Parameter Maintenance.)
19. Expiration Date
The expiration date for the frozen lead time displayed from Replenish Parameter Maintenance. This value is only editable if the Freeze check box is selected. (This setting can also be modified in Replenish Parameter Maintenance.)
20. Memo
The memo for the Frozen Lead Time is displayed from Replenish Parameter Maintenance. This value is only editable if the Freeze check box is selected.
The safety stock type for the item in the restocking warehouse displays based on the replenishment controls set in Replenish Parameter Maintenance. (This setting can be modified in Replenish Parameter Maintenance.)
22. Safety Stock
The calculated safety stock type (in Days or Percent) and value of the item in the restocking warehouse displays based on the replenishment controls set in Replenish Parameter Maintenance. (This setting can be modified in Replenish Parameter Maintenance.)
23. Freeze
Indicate whether to freeze safety stock type and value of the item in the restocking warehouse. (This setting can be modified in Replenish Parameter Maintenance.)
The Frozen Safety Stock Type and Frozen Safety Stock fields are editable only if the Freeze check box is selected for the field. (These settings can also be modified in Replenish Parameter Maintenance.)
24. Frozen Safety Stock
The frozen safety stock quantity of the item in the restocking warehouse displays based on the replenishment controls set in Replenish Parameter Maintenance. (This setting can also be modified in Replenish Parameter Maintenance.)
25. Frozen Safety Stock Type
The safety stock type (Days or Percent) for the item in the restocking warehouse displays based on the replenishment controls set in Replenish Parameter Maintenance. (This setting can also be modified in Replenish Parameter Maintenance.)
26. Expiration Date
The expiration date for the safety stock override.
27. Memo
The safety stock memo is displayed from Replenish Parameter Maintenance.
28. Assign T-min Order Point
Indicate whether you want to assign a threshold minimum order point. If you select this check box, specify the threshold minimum order point value in the T-min Order Point field and enter an expiration date and optional memo for the threshold minimum order point.
29 T-min Order Point
Specify the threshold minimum order point value.
30. Expiration Date
The expiration date for the threshold minimum order point override.
31. Memo
The threshold minimum order point memo is displayed from Replenish Parameter Maintenance.
32. Order Point
The calculated order point of the item in the restocking warehouse displays based on the replenishment controls set in Replenish Parameter Maintenance. (This setting can be modified in Replenish Parameter Maintenance.)
33. Line Point
The calculated line point of the item in the restocking warehouse displays based on the replenishment controls set in Replenish Parameter Maintenance. (This setting can be modified in Replenish Parameter Maintenance.)
34. EOQ
The economic order quantity of the item in the restocking warehouse displays based on the replenishment controls set in Replenish Parameter Maintenance. (This setting can be modified in Replenish Parameter Maintenance.)
35. Freeze (3 check boxes)
Indicate whether to freeze calculated order point, line point and/or order quantity of the item in the restocking warehouse. (This setting can be modified in Replenish Parameter Maintenance.)
The Frozen Order Point, Frozen Line Point and Frozen Order Quantity fields are editable only if the Frozen check box is selected for the field. (This setting can be modified in Replenish Parameter Maintenance.)
36. Frozen Order Point
The frozen order point of the item in the restocking warehouse. This value is only editable if the Freeze check box is selected. (This setting can also be modified in Replenish Parameter Maintenance.)
37. Frozen Line Point
The frozen line point of the item in the restocking warehouse displays based on the replenishment controls set in Replenish Parameter Maintenance. This value is only editable if the Freeze check box is selected. (This setting can also be modified in Replenish Parameter Maintenance.)
38. Frozen Economic Order Quantity
The frozen economic order quantity of the item in the restocking warehouse displays based on the replenishment controls set in Replenish Parameter Maintenance. This value is only editable if the Freeze check box is selected. (This setting can also be modified in Replenish Parameter Maintenance.)
39. Expiration Date
The expiration date for the Order Point, Line Point and Order Quantity are displayed from Replenish Parameter Maintenance. This value is only editable if the Freeze check box is selected. (This setting can also be modified in Replenish Parameter Maintenance.)
40. Memo
Any memos for the Order Point, Line Point and Order Quantity are displayed from Replenish Parameter Maintenance. This value is only editable if the Freeze check box is selected.
41. Use EOQ
The Economic Order Quantity check box indicating whether EOQ is in use.
To access the usage screen enter a valid warehouse and a valid item (the item must exist in the warehouse). Click Usage Review to access the Usage Review program where you can update qualified usage for the item in the warehouse.
*. Warehouse
Enter the warehouse where the item exists. Press Enter to default to the warehouse of the warehouse/item just entered. The entry must be a valid warehouse.
*. Item
Enter the item existing in the warehouse. The entry must be a valid item number that displays the item, description and stocking unit of measure. Press F3 to display the first item in the warehouse.
In the browser in the lower portion of the screen, you can review these fields for each period. Information is displayed for the last period through to the oldest period values are displayed from Replenish Parameter Maintenance. The period description is also displayed.
1. Qualified
The qualified usage for the period (actual minus disqualified usage) from Replenish Parameter Maintenance. Usage is disqualified when: (1) a stockout exists for more than two weeks of a month, (2) when sales is less than 1/2 unit per month or (3) is large sales (period usage is greater than previous 5 period’s usage).
2. Actual
The actual usage for the period, e.g., the number of units used (sold, adjusted or transferred out) of the item in the warehouse.
3. Stock Out (days)
The number of days during the period the item was out of stock (e.g., available quantity in the warehouse was zero).
4. Customer & Document Hits
The number of times the item in the specified warehouse was ordered by the customer and the number of times the item specified warehouse was ordered within the system.
5. Safety Stock Dip %
The percentage dip in the safety stock for the period.
6. EOP (End of Period) On Hand
The end-of-period on hand quantity for the period (e.g., on hand quantity when the inventory period was closed).
The number of times the item has 'turn over'--that is the times the item was used divided by the on hand quantity.
To access the sales screen, enter a valid warehouse and a valid item (the item must exist in the warehouse). Press S to display the sales history in character mode. In graphical, select the Sales tab.
The following fields are optional and should be used once — during initial installation to get data in the system. After live processing begins, the system updates these fields. Any changes will compromise data.
*. Warehouse
Enter the warehouse where the item exists. Press Enter to default to the warehouse of the warehouse/item just entered. The entry must be a valid warehouse.
*. Item
Enter the item existing in the warehouse. The entry must be a valid item number that displays the item, description and stocking unit of measure. Press F3 to display the first item in the warehouse.
For the current period through to the oldest period, enter these fields for each period:
1. Month-To-Date
Enter the month-to-date unit sales.
Enter the month-to-date dollar sales.
Enter the month-to-date dollar cost.
2. Year-To-Date
Enter the year-to-date unit sales.
Enter the year-to-date dollar sales.
Enter the year-to-date dollar cost.
3. Prior Year
Enter the prior year unit sales.
Enter the prior year dollar sales.
Enter the prior year dollar cost.
To access the costing screen enter a valid warehouse and a valid item (the item must exist in the warehouse). Click the Cost tab.
The following fields are optional and should be used once — during initial installation to get data in the system. After live processing begins, the system updates these fields. Any changes will compromise data.
*. Warehouse
Enter the warehouse where the item exists. Press Enter to default to the warehouse of the warehouse/item just entered. The entry must be a valid warehouse.
*. Item
Enter the item existing in the warehouse. The entry must be a valid item number that displays the item, description and costing unit of measure. Press F3 to display the first item in the warehouse.
1. Standard Cost
Enter the standard cost of the item in the warehouse per the costing unit of measure.
2. Average Cost
Enter the average cost of the item in the warehouse per the costing unit of measure.
3. Last Cost
Enter the last cost of the item in the warehouse per the costing unit of measure.
6. End-Of-Period Cost
For the last prior period to the oldest period, enter the end-of-period cost of the item in the warehouse per costing unit of measure.
To access the activity screen enter a valid warehouse and a valid item (the item must exist in the warehouse). Click the Activity tab.
The following fields are optional and should be used once — during initial installation to get data in the system. After live processing begins, the system updates these fields. Any changes will compromise data.
*. Warehouse
Enter the warehouse where the item exists. Press Enter to default to the warehouse of the warehouse/item just entered. The entry must be a valid warehouse.
*. Item
Enter the item existing in the warehouse. The entry must be a valid item number that displays the item, description and stocking unit of measure. Press F3 to display the first item in the warehouse.
3. Beginning Qty (Quantity)
Enter the beginning on hand quantity of the item in the warehouse for the current period.
4. Receipts
Enter the number of units received of the item in the warehouse for the current period.
5. Produced
Enter the number of units produced of the item in the warehouse for the current period through the manufacturing system.
6. Adjustments
Enter the number of units adjusted of the item in the warehouse for the current period through the Adjustment Entry program.
7. Sales
Enter the number of units sold of the item in the warehouse for the current period through the sales orders system.
8. Transfers In
Enter the number of units transferred of the item into this warehouse for the current period.
9. Transfers Out
Enter the number of units transferred of the item out of this warehouse for the current period.
10. Next Pd (Period) Adjust (Adjustments)
Enter the number of units adjusted of the item in the warehouse for the next period.
11. Lowest On Hand
Enter the lowest on hand quantity of the item in the warehouse for the current period.
To access the receipts screen enter a valid warehouse and a valid item (the item must exist in the warehouse).
*. Warehouse
Enter the warehouse where the item exists. Press Enter to default to the warehouse of the warehouse/item just entered. The entry must be a valid warehouse.
*. Item
Enter the item existing in the warehouse. The entry must be a valid item number that displays the item and description. Press F3 to display the first item in the warehouse.
1. From date
Enter the date for the oldest date in the range to include.
2. To Date
Enter the date for the ‘most recent date’in the range to include.
Press Refresh to redisplay information in the browser for the date range. In the browser in the lower portion of the field, these fields display for item receipts:
3. Doc
The PO number, transfer ticket number or adjustment number of the receipt (up to 6 characters).
3. Type
The type of the receipt document--PO, Transfer, OS or AD.
4. Date
The date the goods were received (receipt date).
5. Units
The number of units received. The UM is also displayed.
6. Cost
The cost at which the goods were received per the costing unit of measure. The UM is also displayed.
7. Lead
The lead time in number of days for the receipt (0-999). Lead time is the number of days from the purchase order entry date to the purchase order receipt date.
8. (Lead Time) Ignore
The ignored lead time in number of days for the receipt (0-999).
9. Abnormal
The abnormal lead time used for lead time correction.
You can highlight a receipt and click Lead Time Review to access the Lead Time Review screen where you can update the qualified lead time value for the selected document and indicate the qualified lead time is abnormal or should be ignored for usage calculations.
10. Replenish
Indicates whether this document is a normal replenishment document. A Transfer/PO is considered to be a normal replenishment document if the flag for “Replenishment Transfer/PO” is checked within the Transfer Entry/Purchase Order Entry programs. If the user / buyer choose to flag the Transfer/PO as an Emergency Buy, this option will be unchecked.
11. Vendor
The item vendor on the receipt.
At BCC returns calculation, return any surplus quantity exceeding the sown quantity.
1. Primary Vendor
The primary vendor is displayed.
2. Buying UM
The buying UM for the item is displayed.
3. Return Short Term Surplus:
Specify the short-term return surplus quantity to use to create a return in the Buyers Control Center (POE400) if surplus exceeds this quantity. The quantity must be express in the buying UM indicated.
4. Return Long Term Surplus:
Specify the long-term return surplus quantity to use to create a return in the Buyers Control Center (POE400) if surplus exceeds this quantity. The quantity must be express in the buying UM indicated.
Click a record and choose Delete. The program prompts you with this information:
SA history exists for this warehouse/item. Enter new item to store sales history under.
Enter the alternate SA item number to which you want to transfer sales history information. The entry must be a valid item number.