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Item file maintenance, Warehouse management (WMR00501)

Related topics

This panel displays information related to IBS Warehouse Management. You can add, change or delete information.

Function keys

General information

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

Activate WHM
Indicate if the item/warehouse should be active in IBS Warehouse Management processing. This code cannot be changed to NO if IBS Warehouse Management activity currently exists for this item/warehouse. Note: This field cannot be set to YES if the item is fictitious, or if the item is of cost type 4 (serial number cost).
Location group
Optional entry. Enter a code from Work with warehouse location groups indicating if you want to associate the item with a location group. If this field is completed, then the item will be put to locations with the same location group.
Assign to group only
If a location group is associated with this item, the Location group field is YES, then indicate if the system should only suggest locations with the same location group. If you enter NO, and all locations with the same location group are full, then the system will suggest the best available location without any location group assigned to it.
Put to one location
Indicate 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.
Indicate 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.
Indicate 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
Enter 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. If you access the Location types panel in the Item file, then you are able to view which location types are considered for put away.
Pick rule
Enter 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: The Overreserv allowed field must be set to YES in Work with warehouse locations.

Note: The Accumulate batch to fill order function should be activated in the DIS control file if this pick rule is to be used for batch controlled items. This ensures the best rotation of batches from and to the primary pick location. Stock should be rotated to primary pick locations via overstock locations (replenishment). For example, the oldest batch should always be in the primary pick location. To achieve this, the put away level should also be set to zero for the primary pick locations.

Partial repl unit
Indicate if full pallets should be picked when replenishment suggestions have been created.
Max overstock loc
Enter 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.

Storage

In the fields below, you define where items should be stored in the warehouse.

Receiving location
This field is used as a default 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
This field is used 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
This field is used for items using the quality control function. Enter the QC receiving process location. This QC location can be overridden at the time of goods reception document printout. The QC receiving location can also be entered on warehouse level.
Cust return location
Enter 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 set to YES in the DIS control file. Enter the transit zone/location that has been defined for this record. 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
Indicate if you want cross docking for this item.
Only at stock out
Mandatory entry if Cross docking is YES. Indicate if cross docking should be processed only at stock out or always.

  • If you set this field to 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 you set this field to 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 you set this field to NO, then the cross docking will always be processed when there are open sales orders within the cross docking days.

Note: For batch controlled items, this field must be set to YES.

Cross dock process
Mandatory entry if Cross docking is YES. Indicate 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.

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
Optional entry. Enter the location where you want this item stored during cross docking. The location must exist in Work with warehouse locations. If you complete this field, then 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
Optional entry. Enter the number of days you want for cross docking for this item. If you complete this field, then it will override the cross docking days entered in Work with warehouses. 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 maintenance, Warehouse management (WMR00502)

Related topics

This is the second panel for defining parameters concerning IBS Warehouse Management.

Function keys

Size & storage

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

Dimension 1
Enter the measure for the product’s Dimension 1 (e.g. Width).
Dimension 2
Enter the measure for the product’s Dimension 2 (e.g. Depth).
Dimension 3
Enter the measure 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 you set any of the fields 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 you set any of the fields 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. Enter 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 entered here, can be stored.
Max. loc capacity
This field is used when auto assigning location sizes. Enter 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 entered here, can be stored.
Aut pallet creation
Indicate if pallets should be automatically created when a put away suggestion is generated.
Pallet type
Enter the default pallet type to be used when pallets are automatically created. Note: The pallet type must exist in Work with pallet types and must have the same Unit of measure as set up for this warehouse.
Quantity in pallet
Only mandatory if the Aut pallet creation field is set to YES. Enter the number of stock units in the default pallet.