The Import Levels button helps get a new truck 'started'. To do so:Add and maintain the records that specify the general physical location (e.g., a warehouse, facility, or truck) for inventory or its association with a particular job or shop order.
Required for inventory tracking. The Location should not be used for the exact shelf/bin; this information should be specified in the Pick Sequence field of the Location tab of the Inventory Item record.
Set the GL Entity in the Location record to ensure that the Credit GL Entity defaults properly when items are entered on the Work Order Inventory tab.
"Cleve" for a Cleveland location, "100" for Job 100 Location. In the case of Shop and Transfer Orders, a unique Location for the appropriate Job should be created for tracking and transfer purposes.
Main Tab
Note: this Help Topic lists the standard configuration of all fields that may be included in this record. If you are using a customized system, the fields displayed on your screen may not exactly match the order or status (required, optional, default, display-only, hidden, etc.) of the fields described in this Topic.
Location Id: (10 character, only . and - special characters)
This field is required; uniquely identifies Location record.
Location Name: (40 character)
Briefly describes the location (e.g., Cleveland, Job 100, etc. ).
The Import Levels button helps get a new truck 'started'. To do so:
1. Create a new Location record.
2. Push the Import Stock Levels button.
3. Enter the Id of the Location from which to 'clone'.
4. A check list is constructed from invntryitmlctn data based on the source Location. The user can select which Inventory Items to include. The Picking Sequence, Reorder Level and Order Up To values can be edited as necessary. When the GO button is pushed, all selected records will be added to the invntryitmlctn table for the new truck.
Note: Using Import Stock Levels to update Existing Sites (Trucks)
This functionality can also be used for existing Trucks / Locations. If an item already exists at the location you are updating, any ‘on hand’ data will not be changed. However, the existing Picking Sequence, Reorder Level and Order Up To values will be reset from this function.
Location Shipping Address:
The shipping address of this location. The Location Shipping Address is used in two places.
1) In the Purchase Order Viewer, if the user leaves the Purchase Order Shipping Address blank, it will be set to the Location Shipping Address when the PO record is saved.
2) In COP, the Location Shipping Address will appear on the Bill Of Lading.
GL Entity Id:
For Intercompany Processing
For COP
If present, this field provides the default entity for Inventory Items entered on a COP order. If this field is blank, the entity on COP Items will default from the Client Site record’s COP tab. If you want the client site to supply the entity on COP orders, do not enter one in the Location (the GL entity in the Location will override the GL entity specified on the client site).
On Purchase Orders (for items not purchased to a Work Order or Job), the Inventory Entity will also default from the Location record. The Entity may be specified in the Location Record or the Inventory Group record, but should not be specified in both.
Work Order Inventory / GL: Version 8.0 changes the behavior when posting WO-INV entries to GL History. Previously, the GLH Credit never included a GL Entity. In this release, the system ALWAYS uses the GL Entity from the WO-INV line's Location record. Set the GL Entity in the Location record to ensure that the Credit GL Entity defaults properly when items are entered on the Work Order Inventory tab.
Include on Record Advice Report
Include on Report?
The PO Reorder Advice Report excludes locations not specified for Reorder Advice reporting. This field will default to checked (true) during data conversion: if this field is checked, the Location will be included on the report. To exclude a location from reorder advice reporting, simply clear this field. If you employ Truck Restocking functionality, truck locations should not be included on the Reorder Advice report.
Burden Rate %
If this field is completed AND the Apply Location Burden flag is checked in the Inventory Group, it will be will be used to calculate the Unit Burden Cost in Job History when an Inventory Adjustment Journal entry is created which involves a Job / WO transfer. Note that if a Burden Rate % is specified in both the Inventory Item and Location Record, the cumulative Burden Rate total will be applied. A registry entry specifies the income account to be credited.
Obsolete?
If this field is checked, the record is considered Obsolete, and it may not be directly specified during data-entry (either by entering the Id or selecting it from a list).
In addition to the standard references checking, when a user flags the Obsolete field and saves the record, the system will also check to see if there are any references to this Location exist on the Inventory Item's Locations tab. If Inventory Item Tab entries for this Location are found with 0 quantities (On Hand, On Order, Cust BO, Shop BO, Pick and Rejected) the system will ask if you wish to remove these entries:
'Would you like to remove ** items with zero quantities for this Location from the Inventory Item''s Locations tab?'
If you click Yes these lines will be removed; clicking No retains the Inventory Location lines.
Branch Id
This field may be used by Client Order Processing to provide a default branch (as defined by the sys-viewer-vclntordr registry’s BranchDefault option).
Security Id:
If multiple location security is implemented on your centralized database system, this informational field displays the Security Id of the local user that created this record. If multiple location security is not implemented on your system, or if this record was created by a global user, this field will be blank.
Location Items Tab
The Location viewer has been enhanced to query both the Inventory Item and the Inventory History tables for info about the Location record being viewed.