Related topics
- About locations
- About working with resource allocation
Only applicable if Radio Frequency is installed and activated. - Setting up the stock ownership functionality
- Setting up the basic data and warehouses for Contract Managed Inventory (CMI)
Two titles are valid for this panel:
- Work with warehouse locations
- Warehouse location enquiry, Location view
Depending on if you have accessed this panel via the Maintenance or the Enquiry program, different options and function keys are available. In Maintenance mode, you can define each unique pick/put away location within a warehouse. You can define the location details manually or create a new location by copying an existing. In Enquiry mode, you can also view a balance overview for items in the location.
Note: You can only delete records if the reserved capacity and utilised capacity in the Allocated capacity % and Utilised capacity % fields for the location are zero. The location cannot be occupied. You can print the contents in the table from the Table printout program selection.
Options
| Balance overview | Select this option to view the location balances for a record. |
| Overstock locations | Only valid for item assigned locations. Select this option to work with overstock locations. |
Function keys
| Item view | Only available in Enquiry mode. View the item occupancies in the locations. |
| Pallets | Only available in Enquiry mode. View the existing pallets. |
Selection fields
- Whs
- This column lists the warehouses for which zones and locations have been defined.
- Zn
- This column lists the warehouse zones that have been defined.
- Location
- This column lists the warehouse locations that have been defined.
- Item assigned
- Displays an item code if the location is assigned to a specific item.
- Occ
- Indicates if the location is occupied by any stock.
- Size
- Displays the size defined for the location.
- Util
- Displays a value in percentage indicating the utilised capacity of the location.
- Alloc
- Displays a value in percentage indicating the allocated capacity of the location.
- Pic
- Displays the pick priority for the location.
- Put
- Displays the put priority for the location.
- Cat
- Displays the stock category to which the location is assigned.
- OS
- Indicates if overstock locations have been defined for this location.
Warehouse location enquiry, Item view (WMR00204)
This panel displays the item occupancies in the locations. You can select a balance overview for an item or balance details for an item/location.
Options
| Balance overview loc | Select this option to view the balance overview for a location. |
| Balance overview item | Select this option to view the balance overview for an item. |
Function keys
| Location view | Only available in Enquiry mode. View the locations occupied by a specific item. |
| Pallets | View the existing pallets. |
- Whs
- This column lists the warehouses for which zones and locations have been defined.
- Zn
- This column lists the warehouse zones that have been defined.
- Location
- This column lists the warehouse locations that have been defined.
- Item
- Displays the item for which stock exists in the location.
- Batch
- Displays the batch code for which stock exists in the location.
- Hld
- Indicates if balance on hold exists for the item in the location.
- Order
- Displays the order reference number for balance on hold or in transit.
- Line
- Displays the order reference line number for balance on hold or in transit.
- NCC no
- Displays the NCC number for stock on NCC.
- Item description
- Displays the item description.
Work with warehouse locations (WMR00207)
On this panel you can enter, maintain or view the location details.
- Warehouse
- Enter a code from Work with warehouses indicating the warehouse for this location.
- Zone
- Enter a code from Work with warehouse zones indicating the zone for this location.
- Location
- Enter the location ID to be used for the location. As the pick list and put away list are sequenced in warehouse/zone/location order, it is important that the name standard for naming the locations are correct (e.g. Aisle/Row/Bin/Height/Slot).
- Location alias
- Only applicable if R/F is activated for the selected warehouse. Mandatory if Use location alias is set to YES on the R/F information panel in Work with warehouses. Enter a location alias to be used for R/F scanning in order to identify the actual zone and location. The alias must be unique for the entire warehouse.
- Item
- Optional entry. Enter a code from Distribution’s Item file to reserve this location for the item entered. Note: This field can only be changed if both the Allocated capacity % and Utilised capacity % fields for the location are zero. Item reservation can, however, be removed when location is occupied. Replenishment of primary pick suggestions will only be generated for item assigned locations.
- Location size
- Mandatory entry. Enter a code from Work with warehouse location sizes. This code must use the location unit of measure defined for the warehouse of the location being entered. The location size is used to define the physical attributes of a location. Note: This field can only be changed if both Allocated capacity % and Utilised capacity % fields for the location are zero.
- Resource group
- This field is only displayed if Radio Frequency is installed and activated. Enter the resource group to which this location should be assigned. Note: This field can only be completed if the location has a location class that is defined as a resource. See About working with resource allocation for more information.
- Location type
- Enter a code from Work with location types to be used to limit how many locations of the same item can be occupied within the selected location type. A location type can also be used to define the valid storage unit for a specific item in the location. This relationship is established on the Location type panel in the Item file.
- Movability
- Enter a movability code (1-99). This code is used to specify the convenience of picking from this location. Those locations that are the most convenient to pick from should be assigned a movability code of 1.
- Stock category
- Enter a code from Work with stock categories to assign a stock category to a location. By doing this, item quantities in the location can be viewed differently by the system than regular inventory, based on the definition of the associated quantity type(s). This allows the creation of locations that may contain item quantities that are on hold, damaged, unsellable, etc. Note: When the location is under stock take or suspended for stock take, the balance in the location is not available for picking and stock category cannot be changed.
- Location class
- Mandatory entry. Enter the location class denoting the processes allowed for the location. If you want to allocate resources through R/F batch creation, then you should enter a location class with the Resource field set to YES in Work with location classes, if this location should be used as a resource.
- Location group
- Optional entry. Enter a code from Work with location groups to reserve this location for items that are assigned to this location group on the Warehouses panel in Distribution’s Item file.
- Location owner group
- This field is only applicable for the Stock ownership functionality and two types of inventory contracts for the Contract Managed Inventory functionality. It is a mandatory entry for your physical warehouse and location if you want to place strict control over the owners of your locations (i.e. you just want to allow some internal owners to keep their stock in a specific location (Stock ownership functionality), or stock owned by some customers or suppliers to keep their stock in a specific location (for Customer Deposit Stock (CDS) inventory contracts and Supplier Consignment Stock (SCS) inventory contracts). Enter the applicable code from Work with location owner groups denoting which owner is allowed to store the items in the location.
For specific location owner setup instructions regarding the Stock ownership functionality, see Setup – Several internal owners of standard stock with owner per location, but with owner restriction for more information.
For specific location owner setup instructions regarding the Customer Deposit Stock (CDS) and Supplier Consignment Stock (SCS) inventory contracts, see the following:
- Multiple items
- Mandatory entry. Indicate if items with different item codes can be stored in the location at the same time. For primary pick locations (pick priority = 100) this field must be NO. For bulk locations (defined by location size) this field must be YES. If the Multiple put away field is NO, then this field must also be NO. Note: This field cannot be changed to NO if multiple items currently occupy the location.
- Multiple put away
- Mandatory entry. Indicate if multiple put away of an item should be suggested for this location. If NO, then put away will only be suggested to this location when the location is empty. For bulk locations (defined by location size) this field must be YES. Note: This field cannot be changed to NO if multiple items currently occupy the location.
- Pick priority
- Mandatory entry. Enter a pick priority code (100-899) from Work with suggestion priorities which is used to establish the priority in which this location should be considered for picking. A pick priority of 100 identifies this location as a primary pick location. Movements to a primary pick location will only be allowed for locations reserved by item.
- Put away priority
- Mandatory entry. Enter a put away priority code (100-899) which is used to establish the priority in which this location should be considered for item put away (goods reception). Locations with a put away priority of 100 will be the first considered for item put away.
Note: If the location should be used for a staging location, then the put away priority code should have been set to NO in the Put away field. See the Panel help for Work with suggestion priorities and the R/F staging locations panel in Work with warehouses for further information.
- Pick sequence
- Enter a pick sequence which is used to establish the line sequence of a location on the pick list. Where zone picking is not being implemented the sequence of pick list lines will be by pick sequence/location ID and page breaks will occur by order number. Where zone picking is being implemented the pick list lines will be sorted by zone/pick sequence/location ID and page breaks will occur by order number and zone.
- Put away sequence
- Enter a put away sequence which is used to establish the line sequence of a location on the put away (goods reception) list. Where zone put away is not being implemented the put away list lines will be sorted by put away sequence/location ID and page breaks will occur by order number. Where zone put away is being implemented the put away lines will be sorted by zone/put away sequence/location ID and page breaks will occur by order number and zone.
- Replenishment lvl %
- Enter a replenishment level percentage which is used to specify the stock level of a location that should trigger a replenishment suggestion for the location. When the stock level for an item assigned to this location is below the percentage entered here, the location will be considered for replenishment.
Note: The replenishment level is used exclusively by the Warehouse Management Replenishment of primary pick suggestion routine. Replenishment of primary pick suggestions will only be generated for item assigned locations.
- Put away level %
- Enter the put away level percentage which is used to specify the stock level of a location that should trigger a put away suggestion for the location. When the stock level for an item assigned to this location is below the percentage entered here, the location will be considered for item put away.
If you do not want to perform put away to a location, then this field should be set to 0%. For bulk locations (defined by location size) this field must be either 0 or 100, since the Utilised capacity % field is not shown for bulk locations.
Note: The put away level is used exclusively by the Goods reception routine in Warehouse Management.
- Utilised capacity %
- Displays the utilised capacity percentage, which is the percentage of the location area that is currently occupied by item, and cannot be changed. Note: This field is not shown for bulk locations. (A bulk location is defined by the code in the Location size field.)
- Allocated capacity %
- Displays the allocated capacity percentage, which is the percentage of the location area that is currently allocated for put away or replenishment, and cannot be changed. Note: This field is not shown for bulk locations. (A bulk location is defined by the code in the Location size field.)
- Overreserv allowed
- Indicate if overreservation should be allowed during the creation of the pick suggestions. This field can only be set to YES for item assigned locations that are activated for stock unit picking.
If this field is set to YES, then it will be possible to reserve items even if the specified quantity is not available in the location. The quantity must, however, be available in the warehouse or be suggested for replenishment. This function is useful if an item, for some reason, always must be picked from a certain location.
Note: Overreservation is only possible for items for which the Pick rule field is set to 4 (pick priority, overreservation) in the Item file.
- Auto replenish
- Indicate if a replenishment suggestion should be generated automatically when the location falls under replenishment level after the pick confirmation. This field can only be set to YES for item assigned locations. Note: You enter the default values to be used during the automatic creation on the Work with warehouses, Replenishment defaults panel.
- Auto put away
- Indicate if a put away from bulk suggestion should be automatically created for a location. When goods are received into a location with this field set to YES, then the suggestion is automatically created and put away labels printed.
Work with warehouse locations (WMR00208)
On this panel you can enter, maintain or view the location details.
- AVG utilisa. loc %
- Displays the average utilisation percentage for the location, which is the average percentage of the location area occupied since the creation of the location, and cannot be changed. Note: This field is not shown for bulk locations. (A bulk location is defined by the code in the Location size field.)
- AVG utilisa. res %
- Only shown for locations that have been reserved for a specific item or location group. It is not shown for bulk locations. (A bulk location is defined by the code in the Location size field.) Displays the average utilisation reserved percentage, which is the average percentage of the location area occupied since the first location transaction occurring after the location was reserved. This field cannot be changed.
- Free capacity
- Displays the free capacity, which is the actual unutilised space available in the location based on the dimensions defined in Work with location sizes. This field cannot be changed. Free capacity for bulk locations are always shown as all 9’s.
- Stock take code
- Displays the status of the stock take, which is being performed against this location. No pick or put away activities against the location is possible before the stock take is finished. The system automatically updates this information.
Code Description BLANK Item is not under stock take. 1 The item is on a stock take list. No pick or put away suggestions can be produced for this item when the stock status is 1. When the Stock take update routine is run, code 1 will change back to blank. 9 If the Suspend if needed field was set to YES on the Stock take list printout: The item is suspended because there is an open activity (pick list) for the item in the location. This item is not included on the stock take list printout. No more activities can take place for the item in the location until the item has been counted.
The suspended item will be included on the stock take list when the open activity has stopped. (Set the Suspended only field to YES if you only want suspended items to be printed on the new stock take list). When the list is printed, the stock take status will be reset to 1 (Item is under stock take). When the item has been counted and the stock take list is updated, the stock take status will be reset to blank (Item is not under stock take).
Note: The Update stock take transactions routine only resets the status on items that are available on a stock take list, i.e. not with status 9.
- Last stock take date
- Displays the last date a stock take was performed against this location. The system automatically updates this information.
- Stock take list
- Displays the stock take list number, if stock take is currently being performed against the location. The system automatically updates this information.
- Replenishment list
- Displays the replenishment of primary pick list/line number, if replenishment of primary pick is currently being done. The system automatically updates this information.
- Last transaction
- Displays the last transaction date, which is the date that the last transaction occurred for this location. This field cannot be changed. The system automatically updates this information.
- First reserved trans
- Note: This date is only shown for locations that have been reserved for a specific item or location group. Displays the first reserved transaction date, which is the date of the first transaction that occurred to this reserved location.
- Creation date
- Displays the date this location was created.
Work with warehouse locations, Copy (WMR00209)
- Whs
- Displays the warehouse for the location that you selected to copy.
- Zone
- Displays the zone for the location that you selected to copy.
- Location
- Displays the identity of the location that you selected to copy.
- New whs
- The copied warehouse code is defaulted, but can be changed. Enter a code from Work with warehouses indicating the warehouse that is to be used for the new record. If you enter a different warehouse than the one you selected to copy, then the entered warehouse must be defined with the same unit of measure as the copied warehouse. Note: The entered warehouse must be activated for Warehouse Management.
- New zone
- The copied warehouse zone is defaulted, but can be changed. Enter a code from Work with warehouse zones indicating the zone that is to be used for the new record.
- New location
- The copied location ID is defaulted, but can be changed. Enter the location ID to be used for the new record.
- New alias
- If the warehouse you are copying from has Use location alias set to YES in Work with warehouses, then the copied location alias is defaulted. Otherwise, this field is blank.
The following is only applicable if R/F is activated for the warehouse you selected to copy. Mandatory if Use location alias is YES in Work with warehouses for the selected warehouse. Enter a location alias for the new record to be used for R/F scanning in order to identify the actual zone and location. The alias must be unique for the entire warehouse to which you are copying.
- Copy OS
- Indicate if overstock locations, if such are defined, should be copied to the new record.
Work with warehouse locations, Deletion (WMR00212)
Warehouse location enquiry, Pallets (WMR00215)
This panel displays the existing pallets.
Options
Selection fields
- Pallet no
- This column lists the existing pallet numbers.
- Item
- Displays the item code for the pallet.
- Whs
- Displays the warehouse holding the pallet.
- Zn
- Displays the zone holding the pallet.
- Location
- Displays the location holding the pallet.