Item file enquiry, Warehouse management (WMR10501)

General information

In the fields below, general information for the item/warehouse combination is displayed.

Warehouse management: Indicates if the item/warehouse should be active in Warehouse Management processing. This code cannot be changed to NO if Warehouse Management activity currently exists for this item/warehouse. Note: This field cannot be YES if the item is fictitious.

Location group: If the item should be put to locations with the same location group, then displays a code from Work with warehouse location groups indicating the group to which the item is associated.

Assign to group only: If the Location group field is blank, then this field will not be used, and must be NO. If a location group is defined, and if this field is YES, then the system will only suggest locations with the same location group. If this field is NO, and all locations with the same location group are full, then the system will suggest another location which is different from the one defined in the Location group field.

Put to one location: Indicates if the system should put away items to one location. If YES, the put away suggestion will try to find one location for the put away. If NO, the put away suggestion is more likely to split the put away to several locations for a single item.

Put to existing loc: Indicates if items should be put away to an existing location for the item. If NO, the put away will never be suggested to a location where this item already exists, unless the location has been assigned by item or it is a bulk location.

Put to occupied loc: Indicates if items should be put away to an occupied location. If NO, the put away will never be suggested to a location where another item exists, unless it is a bulk location.

Default put unit: Displays the put away (reception) and put away from bulk unit that should be used as a default when storing the item. The default put away unit is printed on the suggestion printout and will be used to find the best suitable location in the warehouse.

Pick rule

Displays the pick rule to be used when pick suggestions have been created.

Permitted values are:

Value	Description
1	Pick priority sequence
2	FIFO sequence
3	Quantity sequence
4	Pick priority, overreservation. This pick rule allows reservations in item assigned locations even if the specified quantity is not available. The quantity must, however, be available in the warehouse or be suggested for replenishment. Note: This pick rule is not valid for batch controlled items. The Overreserv allowed field must be set to YES in Work with warehouse locations. Note: For batch controlled items, the Batch selection rule field on the Item file maintenance, Inventory information panel controls if and how to select batches during picking.

Partial repl unit: Indicates if full pallets should be picked when replenishment suggestions have been created.

Max overstock loc: Displays the maximum number of overstock locations that should hold stock for this item. When the primary locations defined for the item are occupied, remaining quantities will be put away to overstock locations. Put away suggestions will only be created for overstock locations until the maximum value defined in this field is reached.

Location/int owner

This field is only displayed if the STKOWNER (Stock Ownership) functionality is activated in the Function control file.

When you have several internal owners of the items that are included in your standard stock at your warehouse site, which requires that a physical warehouse is set up, and you use locations in your physical warehouse, you can set the system up as you see fit when it comes to the owner of the locations in your warehouse, choosing from the following three possibilities:

No owner per location
This is the easiest and most efficient way to run stock ownership, and is the advantage with stock ownership. This kind of setup is applicable when you do not wish to keep track of the location owners and, thus, be able to just place the items in any location. The physical warehouse will hold the total quantity for all logical warehouses that are linked to the physical. You do not want to keep control over which location in the warehouse belongs to which owner.
Owner per location, but no owner restriction
This kind of setup would be applicable if you do not want to mix the owners of goods in locations and you do not care in which location the goods are placed, but you do want everything that is placed in one location to be owned by one owner, regardless of the owner.
Owner per location, with owner restriction
If you want to place stricter control over the owners of your locations, you can set the system up with location owner groups. It will still only be possible to have goods belonging to one owner in one location, but you can control which owner will be allowed to store the items in that location.

This field displays the location setting for internal owners denoting if you want to have control over the owner per location (2 or 3) on item/warehouse level.

Location/ext owner

This field is only displayed if the STKOWNER (Stock Ownership) functionality is activated in the Function control file and is applicable for the Contract Managed Inventory functionality (if the Contract Managed Inventory (CMI) application is activated).

If you plan on storing/selling items for the following types of Inventory contracts:

Customer Deposit Stock (CDS) at your (the wholesaler) warehouse site
Supplier Consignment Stock (SCS) at your (the wholesaler) warehouse site

and you have several external owners of the items in your stock, and you allocate your stock into locations in your physical warehouse, you can set the system up as you see fit when it comes to the owner of the locations in your warehouse, choosing from the following three possibilities:

No owner per location
You do not wish to keep track of the location owners and the items will just be placed in locations. The physical warehouse will hold the total quantity for all logical warehouses that are linked to the physical. You do not want to keep control over which location in the warehouse belongs to which owner.
Owner per location, but with no owner restriction
This kind of setup would be applicable if you do not want to mix the owners of goods in locations and you do not care in which location the goods are placed, but you do want everything that is placed in one location to be owned by one owner, regardless of the owner.
Owner per location, with owner restriction
If you want to place a more strict control over the owners of your locations, you can set the system up with location owner groups. It will still only be possible to have goods belonging to one owner in one location, but you can control which owner will be allowed to store the items in that location.

This field displays the location setting for external owners denoting if you want to have control over the owner per location (2 or 3) on item/warehouse level.

Stock take/owner

This field is only displayed if the STKOWNER (Stock Ownership) functionality is activated in the Function control file and is applicable for both the Stock ownership functionality and the Contract Managed Inventory functionality (if the Contract Managed Inventory (CMI) application is activated).

This flag determines how you want to apportion any stock count difference among the internal and external owners. It is strongly recommended that you set this flag to YES when you have external goods in your physical warehouse. This is due to the fact that if you have the same item, that is internally owned, in the physical warehouse you would most likely not want any external owner to take the loss in the event that the counted quantity is less than what the files indicate.

Storage

The fields below display where items should be stored in the warehouse.

Receiving location: Defaulted when items are placed in the warehouse using the put away. This receiving location can be overridden at the time of goods reception document printout. The receiving location can also be entered on warehouse level. If receiving location is not used, then the items will be put away using the put away rules.

Process location: Displays warehouse/zone/location codes if the item should be put to a process location before being put out to the “normal” stock (e.g., labelling/repack, etc). When a put away from bulk is done from the receiving location, items that have a process location will be suggested to be put to this location.

QC rec. location: Only shown for items using the quality control function. The QC receiving process zone/location can be entered here. This QC zone/location can be overridden at the time of goods reception document printout. The QC receiving zone/location can also be entered on warehouse level. A QC location is defined with a stock category connected to a quantity type set to 5.

Cust return location: Displays the zone and location that are used to store goods that have had Non-conformity certificates (NCC) issued to them and all other goods that have been either rejected by quality control inspections or returned by your customers. NCC zone and location information is defined on the NCC locations panel in Work with warehouses.

Transit location

Only shown if BtB feature is YES in the DIS control file. Displays the transit zone/location that has been defined for this item/warehouse. A transit location is defined via two programs:

Work with quantity types, and
Work with stock category/quantity types.

Some quantity types are preloaded. To be valid a transit location must be defined with a stock category connected to a quantity type set to 9.

Cross docking: Indicates if this item is activated for cross docking.

Only at stock out

Indicates if cross docking should be processed only at stock out or always.

If YES and the item balance > zero, and there are open sales orders within the cross docking days, then the cross docking put away will not be processed.
If YES and the item balance = zero, and there are open sales orders within the cross docking days, then the cross docking put away will be processed.
If NO, then the cross docking will always be processed when there are open sales orders within the cross docking days.

Cross dock process

If Cross docking is YES, then this field indicates how the cross docking should be processed.

The following options exist:

Panel value	Description	Additional information
1	Staged cross docking	A check whether cross docking is needed is performed after goods reception during the put away from bulk process. Cross docking locations are suggested for the needed quantity.
2	Direct cross docking	A check whether cross docking is needed is performed first and the requested quantity is suggested into a cross docking location, whereas the remainder is suggested into a stock location according to the put away rules. Cross docking can be received into the cross docking receiving area and from there the put away will take the goods into a forward picking area (random cross docking) or into the normal picking area based on the warehouse setup. The cross docking receiving area can be skipped and the put away is processed directly into a forward picking area.

Panel value

Description

Additional information

Staged cross docking

A check whether cross docking is needed is performed after goods reception during the put away from bulk process. Cross docking locations are suggested for the needed quantity.

Direct cross docking

A check whether cross docking is needed is performed first and the requested quantity is suggested into a cross docking location, whereas the remainder is suggested into a stock location according to the put away rules.

Cross docking can be received into the cross docking receiving area and from there the put away will take the goods into a forward picking area (random cross docking) or into the normal picking area based on the warehouse setup. The cross docking receiving area can be skipped and the put away is processed directly into a forward picking area.

Note: The put away priority in combination with whether cross docking is allowed or not, determine if the location is valid for the cross docking put away. See Cross docking scenarios for more information.

Cross dock location: If the item is activated for cross docking, then this field displays the location where this item is stored during cross docking. The location must exist in Work with warehouse locations. This field is optional, but if completed it will override the cross docking location entered in Work with warehouses. In turn, the cross docking location entered in this field can be overridden, if entered on the Replenishment order line reception, Reception note printout, or Create reception note panels. Note: The cross docking location must be a bulk location.

Cross docking days: This field displays the number of days the item is set for cross docking. This field is optional, but if completed it will override the cross docking days entered in Work with warehouses. In turn, the number of cross docking days entered in this field can be overridden if entered on the Replenishment order line reception, Reception note printout, or Create reception note panels.

Item file enquiry, Warehouse management (WMR10502)

Size & storage

In the fields below, size and storage information for the item/warehouse combination is displayed.

Dimension 1: The value in this field could have been manually entered or automatically retrieved from the Width field under the Measurements heading on the Item/Units panel for the item/stock unit if the Dimensions update field on that panel is set to YES. Displays the measurement for the product’s Dimension 1 (e.g., Width).

Dimension 2: The value in this field could have been manually entered or automatically retrieved from the Length field under the Measurements heading on the Item/Units panel for the item/stock unit if the Dimensions update field on that panel is set to YES. Displays the measurement for the product’s Dimension 2 (e.g., Depth).

Dimension 3: The value in this field could have been manually entered or automatically retrieved from the Height field under the Measurements heading on the Item/Units panel for the item/stock unit if the Dimensions update field on that panel is set to YES. Displays the measurement for the product’s Dimension 3 (e.g., Height).

Location Width

1 1 2 2 3 3

The three Location fields indicate the possible way to store an item with 3 dimensions (rotating the items) in a location.

Location Depth

2 3 1 3 1 2

The three Location fields indicate the possible way to store an item with 3 dimensions (rotating the items) in a location.

Location Height

3 2 3 1 2 1

The three Location fields indicate the possible way to store an item with 3 dimensions (rotating the items) in a location.

Valid storage

If any of the fields are set to YES, then the item can be stored in this location according to the width, depth and height relation defined for Dimensions 1-3. If any of the fields are set to NO, then storage is not possible for the combination.

This information can be used to indicate, for example, if a box should be stored standing up rather than laying down. This will later be used when calculating the number of items that will fit in different locations.

Min. loc. capacity: This field is used when auto assigning location sizes. Displays the minimum location capacity indicating the minimum number of items that should be stored in this location. The auto assignment will not activate location sizes for a location where less items, than shown here, can be stored.

Max. loc. capacity: This field is used when auto assigning location sizes. Displays the maximum location capacity indicating the maximum number of items that should be stored in this location. The auto assignment will not activate location sizes for a location where more items, than shown here, can be stored.

Aut pallet creation: Indicates if pallets should be automatically created when a put away suggestion is generated.

Pallet type: Displays the default pallet type to be used when pallets are automatically created.

Quantity in pallet

This field can be used for the following purposes:

If you are using pallet type for reception,(Aut pallet creation field was set to YES and the Pallet type is defined). Displays the number of stock units in the default pallet.
If using the Supply quantity rounding type functionality which holds the rounding rule for pallet rounding. If the Supply quantity rounding type was linked to the item/warehouse combination on the Item file maintenance, Inventory management panel, the system will apply it against this pallet quantity for rounding when an Internal replenishment suggestion line is automatically created via the Create internal replenishment suggestions menu item. If the Supply quantity rounding type was not linked to the item/warehouse combination on the Item file maintenance, Inventory management panel, the system will use the ‘pack size’ information for rounding if that information is defined, as follows:
- The system will look for any Internal pack size entry for the item and warehouse combination (on the Item file maintenance, Inventory management panel, and round up to the next multiple of Internal pack size.
- If the Internal pack size is not defined, the system will look for any Pack size entry for the item and supplier combination (on the Item file maintenance, Purchase price details panel), and round up to the next multiple of pack size.
- If the Pack size is not defined, then the automatically calculated supply (suggested) quantity will not be rounded.
  See Setting up rounding rules for pack size and/or pallets for more information.

Related topics

General information

Storage

Item file enquiry, Warehouse management (WMR10502)

Size & storage