Linking items to warehouses for divisions
Menu path
Logistics à Reports à Search à Items
Introduction
This page allows you to link items to the warehouse for the division.
Note: This page is available only if you have selected the Items check box at System à Setup à Central Master Data Management à Settings.
Roles and rights
All users can link items to warehouses for the divisions.
Notes:
· For more details on function rights, go to System à Setup à Security à Function rights.
· For more details on roles, go to System à Setup à Security à Roles.
What version are you using?
The information in this document is based on product update 247.
How do I link items to warehouses for divisions?
1. In the Search: Items page, define the search criteria.
2. Click Show.
3. Select an item under the Code column.
4. Select a division under the Item code – Division column in the Divisions section.
5. Click Add in the Items per warehouse section.
6. Define the relevant fields.
7. Click Save.
Keep in mind: All fields with the “!” icon are mandatory.
How do I edit warehouses linked to the items?
1. In the Search: Items page, define the search criteria.
2. Click Show.
3. Select an item under the Code column.
4. Select a division under the Item code – Division column in the Divisions section.
5. Select a warehouse under the Warehouse column in the Items per warehouse section.
6. Make the required changes.
7. Click Save.
Keep in mind: Some of the fields cannot be edited once the page is saved.
How do I delete warehouses linked to the items?
1. In the Search: Items page, define the search criteria.
2. Click Show.
3. Select an item under the Code column.
4. Select a division under the Item code – Division column in the Divisions section.
5. Select a warehouse under the Warehouse column in the Items per warehouse section.
6. Click Delete.
7. A message “Are you sure you want to delete this record?” will be displayed.
8. Click OK.
Buttons
Save
Click this to save the details of the item to be linked to the warehouse for the division.
Save + New
Click this to save the details of the item to be linked to the warehouse and link another item for the division.
Delete
Click this to delete the item linked to the warehouse for the division.
Note: This button is only available once you have saved the information.
Close
Click this to exit.
Fields
General section
Item
By default, the item code will be displayed. This information cannot be modified.
Warehouse
Type or select the warehouse of the item to be linked for the division. This information is mandatory. The browser page will display all the corporate warehouses and linked division warehouses.
Main
Select this check box to indicate the warehouse as the main warehouse for the item.
Default: Location
Type or select the location of the warehouse. The location selected will be the default location of the warehouse for the selected item. For more information on how to create and modify warehouse locations, see Creating and modifying warehouse locations.
Cost price
Type the cost price of the item to be linked to the warehouse for the division.
Stock section
Minimum
Type the minimum stock level of the selected item for the warehouse of the division.
Maximum
Type the maximum stock level of the selected item for the warehouse of the division.
Order policy code
Select an order policy code to define the method to use for stock replenishment. The order policy codes are business rules that determine the way the stock is replenished. The order policy codes available are:
· Lot-for-lot — This order policy defines that stock replenishment is done only when there is a shortage of stock needed to fulfill the requested quantity.
· Fixed — This order policy defines that stock replenishment is done when there is a shortage of stock based on the purchase order size or batch size. By default, this is selected.
· Period reorder — This order policy defines that stock replenishment is done when there is a shortage of stock based on the purchase order size or batch size within a specified period of time.
· Reorder point — This order policy defines that the stock replenishment is done when there is a shortage of stock based on the maximum stock level and the purchase order size or production batch size.
Counting cycle
Type the number of days in between cycle counts for the item in the warehouse. The cycle count period information is used in conjunction with the date of the most recent stock count to determine the next stock count.
Sales section
Time of delivery
Type the sales order lead time applicable to the warehouse.
Planner
Type or select a person who will be responsible for the management of the stock in the warehouse.
Related document
Main Category: |
Support Product Know How |
Document Type: |
Online help main |
Category: |
On-line help files |
Security level: |
All - 0 |
Sub category: |
Details |
Document ID: |
21.792.816 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
18-08-2011 |
Release: |
246 |
Attachment: |
|
Disclaimer |