Product Location Maintenance

Buying

Enter purchasing requirements for a product, including supplier information, minimum and maximum stocking levels, and a buying method.

Cost

Enter costing methods and product costs.

Selling

Enter selling requirements for a product, including minimum and maximum margin percentages, and class information.

Pricing

Enter pricing settings for a product, including price classes and various pricing levels.

Warehouse

Enter sales tracking levels, quantity tracking levels, product unit and cubic weight, and other options for drop shipping a product.

Units of Measure

Enter the various units of measure in which a product can be purchased, sold, and picked. Specify a single default purchasing, selling, and display unit of measure.

Landed Cost

View estimated, received, and supplier invoice costs for a product at a location. The information on this tab helps you analyze product landed costs by comparing estimated and actual costs. All costs are in the default purchasing unit of measure.

Cycle Count

Enter cycle count information.

Catch Weights

View catch weight costs and enter estimated weights for suppliers.

VAT

Enter a VAT class and/or reason code and view the current VAT rate for the product/location.

Lot Shipping Rules

Set up rules for picking lots a specific number of days before lot expiration dates for all or specific customers. This tab is only available for lot-tracked products.

Exit

Click this button to close the Product Location Maintenance window.

New

Click this button to create a new product location.

Update

Click this button to edit the selected product location.

Delete

Click this button to delete the selected product location.

Note You cannot delete a product location if it is used for a bill of material or a purchase order.

OK

Click this button to accept an action. This button is only available if you click the New, Update, or Delete button in the ribbon. If you edit information for a product that is assigned a style, Product Style Selection may appear, and allow you to copy the changes to other products in the style. For more information, see Copying Data Between Products in a Style.

Cancel

Click this button to cancel an action. This button is only available if you click the New, Update, or Delete button in the ribbon.

First

Click this button to display the first product for a selected location.

Prev

Click this button to display the previous product for a selected location.

Next

Click this button to display the next product for a selected location.

Last

Click this button to display the last product for a selected location.

Notes

Click this button to display Notes Entry, which allows you to view and enter notes for a selected product and location. This button is only available if the Warehouse tab is displayed.

Location

Enter a location prefix or name, or click the Lookup buttons to select a location prefix or name.

WMS Export Method

Click the Lookup button and select one of the following methods for exporting data for the product/location to a WMS:

• API - Export product/location data to a WMS using an API.

• No - Do not export product/location data to a WMS.

• WMS - Export product/location data to a WMS.

This overrides the default settings for the location.

This field is only available if the location for the product/location uses a third-party WMS and users are allowed to change the export method for products/locations in the location.

Product

Enter a product code or name, or click the Lookup buttons to select a product code or name.

Purchase

No

Select this check box if the product can be replenished by purchasing directly from a supplier. You can select as many replenishment paths as apply.

Transfer

No

Select this check box if the product can be replenished by transferring it from another location. You can select as many replenishment paths as apply.

Build

No

Select this check box if the product is a bill of material product and can be replenished by creating work orders in this location. You can select as many replenishment paths as apply.

Replenishment Location

No

Enter the location that the product is being replenished from, or click the Lookup button to select a location. This field is only enabled if you select the Transfer radio button.

Note You can only select locations that have been previously set up for this product and for which the product is not marked discontinued.

Primary

No

Select the default replenishment path for this product at this location for DRP. You can select the following:

• Purchase - For DRP, the product is primarily replenished by purchasing directly from a supplier.

• Transfer - For DRP, the product is primarily replenished by transferring it from another location.

• Build - For DRP, the product is a bill of material product and is primarily replenished by creating work orders in this location.

Note When you select the primary replenishment path, the corresponding Replenishment Path check box is selected automatically. If you select Purchase or Build, the Replenishment Location and Forecast Transfer Rule fields are disabled.

Product Status

Yes

Enter the current status of the product, or click the Lookup button to select a status. For more information, see Product Status Maintenance.

Primary Supplier Name

Yes

Enter the supplier name of the primary supplier for a product, or click the Lookup button to select the supplier. For more information, see Supplier Maintenance and Supplier Code and Name. This field displays Restricted if you are not authorized to access the entered supplier.

Primary Supplier Code

Yes

Enter the supplier code of the primary supplier for a product, or click the Lookup button to select the supplier. For more information, see Supplier Maintenance and Supplier Code and Name. This field displays Restricted if you are not authorized to access the entered supplier.

Minimum Stock Level

Yes

Enter a minimum stocking level for the product. This is used for min-max purchasing and DRP. Both a minimum and maximum stock level is necessary to purchase a product using min-max (Min-Max Buying Recommendations). Stocking levels defined in this field are in the default purchasing unit of measure.

Note If the product is a non-stocked product, this quantity must be zero.

For information on how this field impacts DRP calculations, see DRP - Desired On-Hand FAQ.

Lead Time

No

Enter the lead time to replenish.

Note This is the actual number of days, not the number of business calendar days.

Lead times are calculated based on the value stored here and are updated with actual lead times if the Auto Update check box is selected. For more information, see Lead Time Management and DRP - Lead Time Calculation FAQ.

Auto Update

No

Select this check box to automatically update lead times in the Lead Time field.

Maximum Stock Level

Yes

Enter a maximum stocking level for the product. This is used for min-max purchasing and DRP. Both a minimum and maximum stock level is necessary to purchase a product using min-max (Min-Max Buying Recommendations). Stocking levels defined in this field are in the default purchasing unit of measure.

Note If the product is a non-stocked product, this quantity must be zero.

For information on how this field impacts DRP calculations, see DRP - Desired On-Hand FAQ.

In Transit Lead Time

No

Enter the in-transit lead time for the product, which is the number of days between when the product is shipped and received. This is used by DRP to calculate purchase order and blanket release ship dates.

Example If the in-transit lead time is 10 days, and the purchase order delivery date is 06/15, the purchase order ship date is calculated as 06/05.

Safety Stock

Yes

Enter the safety stock level for the product used by DRP.

For information on how this field impacts DRP calculations, see DRP - Desired On-Hand FAQ.

Review Days

Yes

Enter the number of days the product is to be reviewed in determining purchase levels for the product. This field is used for the Demand Forecasting buying method.

Minimum Purchase Quantity

Yes

Enter the minimum purchase quantity used by purchasing and DRP. The quantity defined in this field is in the default purchasing unit of measure.

NOTE This cannot be less than the value entered in the Purchase Increment field.

For information on how this field impacts DRP calculations, see DRP - Suggested Planned Receipt FAQ.

Forecast Transfer Rule

No

Click the Lookup button to select whether transfer orders initiated for this product location are used to update sales demand for DRP. This is a required field if you select the Transfer radio button.

• Sale - This option updates sales demand when the transfer order is prepped in Invoice Create and Print (this is not the typical scenario).

• Transfer - This option does not update sales demand for transfer orders; the sales demand will ultimately happen when the product is sold from the location to which it was transferred (this is the typical scenario).

Example Location B is a warehouse and location A is a retail outlet. Product is transferred from location B to location A. Location A has its own POS system for dealing with the retail public. Once a month, a physical inventory is done to adjust the inventory levels at location A. Location A is set up with Sale selected in the Forecast Transfer Rule field. Whenever product is transferred into location A (from any other location), the quantity transferred is added to the sales demand of the transfer-from location.

Purchase Increment

Yes

Enter the purchase increment used by purchasing and DRP. The increment quantity defined in this field is in the default purchasing unit of measure.

For information on how this field impacts DRP calculations, see DRP - Suggested Planned Receipt FAQ.

Display Qty U/M

No

Select a unit of measure for displaying quantities on this tab.

Expected Normal Forecast

No

Enter the expected normal forecast for the product/location for DRP. If you enter a value in this field, it can be used as a constant forecast by time bucket instead of using the actual forecast (which may contain promotional spikes). For information on how this field impacts DRP calculations, see DRP - Safety Stock Method FAQ.

Buying Method

Yes

Enter the product's buying method, or click the Lookup button to select a buying method. The buying method determines how a product is purchased. For more information, see Buying Method Maintenance.

The following buying methods are available by default:

• Default - The default buying method.

• Min-Max - Select this option to use the min-max buying method. Products will be ordered for up to the maximum stocking level for the product. If you select this option, you can use Min-Max Buying Recommendations to create purchase orders based on a single location and buying ID.

• Demand Forecasting - Select this option if you will be using a third-party demand forecasting software for purchasing.

Season Class

Yes

Enter a seasonal class, or click the Lookup button to select a seasonal class. A seasonal class is used exclusively for DRP. For more information, see Seasonal Class Maintenance.

DRP Product Class Code

Yes

Enter a DRP product class for the product/location, or click the Lookup button to select a DRP product class. For information on setting up DRP product classes, see DRP Product Class Maintenance.

U/M

No

This field displays the display unit of measure.

Internal Buyer

Yes

Enter the user ID of the buyer generally responsible for the replenishment of this product, or click the Lookup button to select a user ID.

Accounting Cost

Yes

This field displays the accounting cost basis. The accounting cost basis controls general ledger entry amounts, and therefore, only the generally accepted accounting principles (GAAP) methods of Average, Standard, LIFO, and FIFO are available. To change this cost, use Inventory Cost Adjust.

Standard Cost

Yes

Enter the standard cost in the product unit of measure. For more information, see cost basis.

Sales Reporting Cost

Yes

Click the Lookup button to select the product's sales cost basis. The sales cost basis is used in gross margin determination for sales reporting and is used for calculating royalties and commissions. Average, Standard, LIFO, FIFO, Burden, and Last Cost can be used depending on your specific needs. This Lookup button is disabled for kit and service products.

Burden Cost

Yes

Enter the burden cost in the product unit of measure. For more information, see cost basis.

Commission Cost

Yes

Click the Lookup button to select the product's commission cost basis. The commission cost basis is used for gross margin determination for commission reporting. Average, Standard, LIFO, FIFO, Burden, and Last Cost can be used depending on your specific needs. This Lookup button is disabled for kit and service products.

Average Cost

Yes

This field displays the average cost in the product unit of measure. For more information, see cost basis. To change this cost, use Inventory Cost Adjust.

Cost Class

Yes

Enter a cost class, or click the Lookup button to select a cost class. Cost classes are used to group similar products so that a single cost may be assigned by cost class in Purchase Cost Matrix Maintenance. Cost classes are defined and maintained in Purchase Cost Class Maintenance, and are then used to create cost matrix records.

Last Cost

Yes

This field displays the last cost in the product unit of measure. For more information, see cost basis. To change this cost, use Inventory Cost Adjust.

Beginning Year Cost

No

Enter the beginning year cost. It is used for specialized LIFO layer calculations. This field is disabled for kit and service products.

FIFO Cost

Yes

This field displays the FIFO cost in the product unit of measure. For more information, see cost basis. To change this cost, use Inventory Cost Adjust.

For (FIFO Cost)

Yes

These fields display the quantity and unit of measure for the FIFO cost.

LIFO Cost

Yes

This field displays the LIFO cost in the product unit of measure. For more information, see cost basis. To change this cost, use Inventory Cost Adjust.

For (LIFO Cost)

Yes

These fields display the quantity and unit of measure for the LIFO cost.

Order Minimum

Yes

Enter the minimum order quantity allowed to be entered during sales order entry for the product (in the stock, or lowest, level unit of measure).

Note If there is an order multiple value entered in the Order Multiple field, the order minimum must be specified in that order multiple value. For example, if an order multiple is 4 each, then the order minimum must be 4, 8, 12, etc.

Order Multiple

Yes

Enter the order quantity multiple allowed to be entered during sales order entry (in the stock, or lowest, level unit of measure).

When setting up order minimums and order multiples, be careful if the product has multiple units of measures defined so that expected results are achieved.

Example A product has a stock, or lowest, unit of measure of each, an inner pack consisting of 3 eaches unit of measure, and a master carton consisting of 30 eaches. The order minimum was set up as 6 eaches and the order multiple was set up as 4 eaches. If an order is entered for 2 inner packs, it has met the minimum requirement (6), but not the multiple (6 is not evenly divisible by 4). So, it would either warn the user or round down (for information on specifying how this situation is handled, see Customer Service Control Maintenance).

Allocation Minimum

Yes

Enter the minimum quantity that can be allocated for the product in the selling default unit of measure. This must be less than or equal to the order minimum entered in the Order Minimum field. This overrides the allocation minimum value entered for the product in Product Maintenance, but is overridden by the value entered in Customer Product Maintenance. This value functions in conjunction with the Allocation Qty Min/Mult Automatic and Allocation Qty Min/Mult Manual options in Customer Service Control Maintenance.

Note If there is an allocation multiple value entered in the Allocation Multiple field, the allocation minimum must be specified in that allocation multiple value. For example, if an allocation multiple is 4 each, then the allocation minimum must be 4, 8, 12, etc.

Allocation Multiple

Yes

Enter a value of which a multiple can be allocated for the product in the selling default unit of measure. This overrides the multiple allocation value entered for the product in Product Maintenance, but is overridden by the value entered in Customer Product Maintenance. This value functions in conjunction with the Allocation Qty Min/Mult Automatic and Allocation Qty Min/Mult Manual options in Customer Service Control Maintenance.

Commission Class

Yes

Enter the product's commission class, or click the Lookup button to select a commission class. Commission classes are used to group together similar products solely for sales representative commission purposes. Commission classes are defined and maintained in Commission Class Maintenance. Sales commissions are derived based on commission classes and rates.

Commission Cost Charge Type

Yes

Enter a drop-ship commission additional charge type to use for the product/location on drop-ship commission orders for which commissions are based on costs, or click the Lookup button to select a drop-ship commission additional charge type. For more information, see Drop-Ship Commission Orders FAQ. For information on setting up additional charge types, see Order Entry Additional Charge Maintenance.

Tax Included

Yes

Select this check box if the extended price includes tax.

Sales Margin

Yes

Select a method for handling sales orders that are below the margin percentage entered in the Min Margin % field or above the margin percentage entered in the Max Margin % field. You can select to place these orders on margin hold, display a warning, or to not check margin percentages. For more information, see Gross Margin Testing FAQ.

Min Margin %

Yes

Enter the minimum sales margin percentage for a sales order. If the margin for an order falls below this amount, the order is either placed on margin hold or a warning is displayed. For more information, see Gross Margin Testing FAQ. This field is only enabled if you select the Place on Hold or Give Warning radio button.

Max Margin %

Yes

Enter the minimum sales margin percentage for a sales order. If the margin for an order is above this amount, the order is either placed on margin hold or a warning is displayed. For more information, see Gross Margin Testing FAQ. This field is only enabled if you select the Place on Hold or Give Warning radio button.

Co-Op Product

Yes

Select this check box if the product is considered a co-op product. If this check box is selected, you must select whether the co-op will be calculated based on an amount per unit or percentage, and you must assign an amount in the Co-Op Amount field. For more information, see Co-Op Year Maintenance and Co-op Sales Process Flow.

Amount Per Unit/Percent

Yes

Select whether the co-op is calculated based on an amount per unit or percentage. These radio buttons are only enabled if you select the Co-Op Product check box.

Co-Op Amount

Yes

Enter the product's co-op amount or percentage. The value entered represents a currency amount if the Amount Per Unit radio button is selected, or a percentage if the Percent radio button is selected. This field is only enabled if you select the Co-Op Product check box.

Companion Class

No

Enter the product's companion class if another product is sold as a companion of this product, or click the Lookup button to select a companion class. For more information, see Companion Class Maintenance.

Companion Class Name

No

This field displays the name of the selected companion class.

No

Click this button to add the product to the companion class.

No

Click this button to remove the product from the selected companion class in the Companion Classes grid.

Companion Classes

Yes

This grid displays companion classes for the product/location.

List Prices

Yes

This grid displays the list prices for the product/location. These prices can be used to manually assign prices for the product/location in the default selling unit of measure. This grid includes the following columns:

• List Price Label - This column displays the label for each list price. The labels are set up in Customer Service Control Maintenance. The labels should conform to the types of prices offered by your company, such as wholesale, retail, dealer, etc.

• Current Price - Enter the current price for each of the list prices. Prices are defined in two to four decimal places. The prices in this column can be used to create price matrix records in the Multiply against field in Price Book Price Maintenance or Customer Price Maintenance.

• Effective Date - This column displays the date from which each list price is in effect.

• Ship and Debit Amount - Enter a default ship and debit amount for each list price.

• Free Goods Billback % - Enter a percentage of cost to bill back to the supplier if the product is shipped from the location free of charge to a customer for each list price.

• Future Price - This column displays the future price for each list price (if a future price was entered).

• Future Effective Date - This column displays the date for the next entered price change for the each list price.

Select a list price to display all future prices for it in the Future Prices grid.

Price

No

Enter a future price for the selected list price.

Effective Date

No

Enter the effective date for the future price.

(Future Price)

No

Click this button to add the entered future price for the selected list price.

(Future Price)

No

Click this button to remove the selected future price selected in the Future Prices grid.

Future Prices

Yes

This grid displays future prices for the selected list price in the List Prices grid.

Default Selling U/M

Yes

This field displays the default selling unit of measure for the product/location.

Price Includes VAT/Price Excludes VAT

Yes

Select whether the product/location prices include or exclude VAT.

Note This radio set is disabled for configuration kits.

Price Class

No

Enter a price class used to group together similar products solely for pricing, or click the Lookup button to select a price class. Price classes can be used to create price matrices for price books (groups of customers) in Price Book Price Maintenance or for specific customers in Customer Price Maintenance. Price classes are defined and maintained in Price Class Maintenance.

Note This field is disabled for configuration kits.

Description

No

This field displays the description of the selected price class.

(Price Class)

No

Click this button to add the price class to the product/location.

(Price Class)

No

Click this to remove the price class selected in the Price Classes grid from the product/location.

Price Classes

Yes

This grid displays the price classes for the product/location. You can use the arrow buttons to the right of this grid to change the hierarchy of price classes for the product/location.

No

Click this button to move the selected price class up in the price class hierarchy.

No

Click this button to move the selected price class down in the price class hierarchy.

Product

Yes

This check box is selected to indicate that quantity of the product is tracked.

Location

Yes

This check box is selected to indicate that quantity of the product is tracked by location.

Bin

Yes

This check box is selected for merchandise products or cleared for service products. If it is selected, it indicates the product is tracked by bin.

Lot

Yes

Select this check box if quantities for the product/location are tracked by lot. For more information, see Serial and Lot Tracking FAQ. This check box is only enabled if the product has zero quantity on hand in the location.

Serial Number

Yes

Select this check box if quantities for the product/location are tracked by serial number. For more information, see Serial and Lot Tracking FAQ. This check box is only enabled if the product has zero quantity on hand in the location.

Sales Track at

Yes

Select a sales tracking level for lots and serialized products, or neither. A product that is tracked at the sales level is assigned a tracking number (lot or serial) only when the product is shipped. This is in contrast to the Track Quantity at option that requires lot or serial information for inbound, intra-location, inter-location, and outbound procedures. Inquiries at sales-tracked levels are performed in Sales Tracking Inquiry. For more information, see Serial and Lot Tracking FAQ.

Note If a product is either serial or lot tracked at the inventory level and is sales tracked, the inventory information will default to the sales tracking information. If you only need customer outbound tracking by lot or serial number, use only the Sales Track at option. After a product has been created, its tracking level can only be changed if there are no existing inventory records for the product; therefore, it is important to determine appropriate tracking levels for a product.

Can Be Sold

Yes

Select this check box to allow the product to be sold regardless of what quantity is available in inventory. During order processing, the system verifies if this product can be sold by the selling and shipping locations. If there is a record for the product's selling location, this check box must be selected for that location. If there is no such record, the system will verify if this check box is selected for the product's shipping location. This check box is selected by default.

Non Stocked Item

Yes

Select this check box to flag products that are intended to be purchased only when there is a sales order. If this check box is selected, the Hold Inventory for Backorders check box must be selected, and minimum and maximum stock levels entered on the Buying tab must be zero.

Drop Ship Allowed

Yes

Select this check box to allow the product to be drop shipped to customers. During order processing, if you want to drop ship the product, select the Drop Ship from Supplier check box, and then select a supplier from which the product will be ordered. This check box is only enabled if you clear the Must Drop Ship check box.

Must Drop Ship

Yes

Select this check box if the product must be drop shipped. If you select this check box, the Drop Ship Allowed check box is also selected, and is disabled. If you select this check box, the product is a non-stocked product.

Potential Discrepancy

No

Select this check box if there is a potential discrepancy for the product's physical (cycle counting) inventory. This check box can also be automatically selected if there is a discrepancy during the accounts payable reconciliation process.

Cross Dock Allowed

No

Select this check box if the default putaway bin during purchase order receiving is the cross-dock bin for the dock if the product has backorders. If this check box is selected, the product can be received on to the dock for filling backorders.

Allow Larger U/M Picking Recommendations

Yes

Select this check box to permit a larger unit of measure to be broken to fulfill a sales order allocation for a smaller unit of measure. The alternative would be to replenish the smaller unit of measure. Upward picking takes precedence over downward picking.

Note A product has three units of measure - each, case/10, and pallet/100. There are 3 each, 1 case/10, and 1 pallet/100 available. A new sales order is created for 2 case/10. If the Allow Larger U/M Picking Recommendations check box is selected, the pick demand for this sales order will have a line item for 1 case/10 and another line item to break the pallet/100 to pick another case/10.

Allow Smaller U/M Picking Recommendations

Yes

Select this check box to permit a larger unit of measure to be assembled from smaller units of measure to fulfill a sales order allocation.

Note A product has three units of measure - each, case/10, and pallet/100. There are 11 each, 0 case/10, and 1 pallet/100 available. A new sales order is created for 1 case/10. If the Allow Smaller U/M Picking Recommendations check box is selected, the pick demand for this sales order will have a line item for 10 each to assemble to 1 case/10.

Allow Re-Allocation

Yes

Select this check box to permit this product to be reallocated to other sales orders. This is useful for a product where demand exceeds supply and you need to ration the product to multiple customers until there is enough available supply. For more information, see Order Allocation Management.

Discontinued

Yes

Select this check box if the product is no longer available for sale. Existing inventory of the product can be ordered; however, the product will not go on backorder for insufficient order quantity. This allows for the product to be phased out of inventory. The quantity available and quantity on hand will determine how much of the product can be sold. If there are existing backorders for the product, they will have to be manually cancelled by the order processor. On the purchasing side, discontinued products are not recommended for purchases in Min-Max Buying Recommendations. You can also exclude discontinued products from 3rd Party Forecasting Export and reports, such as Inventory Status Report. You will still be able to create standalone purchase orders in Purchase Order Maintenance, but when the discontinued product is selected, a warning message appears, which indicates that the product is discontinued. You can then continue processing the purchase order for the product, or remove the discontinued product from the order.

Note If you have this product location set up as the primary replenishment path for other locations, then you must change the primary replenishment path of those other locations before marking this product location as discontinued.

Note You can change a product style's status in Style Maintenance to select or clear this check box for all products in a style.

Include On Order Quantity in OE Discontinued Validation

Yes

Select this check box if you want to include the on order quantity in the order validation that occurs for discontinued products during order entry. This setting only affects the product if it is discontinued.

If this check box is cleared, the validation only allows users to order a discontinued product if the sum of the available quantity and any applicable inventory reservations is greater than the ordered quantity. If this check box is selected, the on order quantity is added to the sum of the available quantity and inventory reservations and may allow the discontinued product to be ordered.

Note You can change a product style's status in Style Maintenance to clear this check box for all products in a style.

Discontinued Date

Yes

Enter the discontinued date if the product is discontinued. This field is only enabled if you select the Discontinued check box.

Use Primary Pick Bin for All Bins

Yes (in Product Location Selection)

Select this check box to use the bin defined in the Primary Pick Bin field as the default bin for picking and putting away, and as the default work order bin. This check box is only enabled if you enter a valid bin in the Primary Pick Bin field.

Primary Pick Bin

Yes (in Product Location Selection)

Enter an available bin from which the product will be picked, or click the Lookup button to select a bin.

Primary Putaway Bin

Yes (in Product Location Selection)

Enter an available bin into which the product will be put away, or click the Lookup button to select a bin. This can be the same bin as a picking bin. This field is only enabled if you clear the Use Primary Pick Bin for All Bins check box.

Must Backflush

No

Select this check box if the component must be issued from a backflush bin for the selected operation. This check box is only enabled if you clear the Use Primary Pick Bin for All Bins check box, the Must Use Primary Work Order Bin check box, and the Primary Work Order Bin field.

Primary Backflush Bin

No

Enter the backflush bin for the product/location, or click the Lookup button to select the backflush bin. The backflush bin is used when inventory is not allocated until it is used (and confirmed in Work Order Confirm). You can require a product/location or bill of material component to be taken from the backflush bin. This field is only enabled if you select the Must Backflush check box.

Must Use Primary Work Order Bin

No

Select this check box if you only want allocations for material issues to come from the primary work order bin. If this check box is cleared, product is first allocated from the primary work order bin, and if additional quantities are required, other bins are used for allocation. This check box is only enabled if you clear the Must Backflush check box.

Primary Work Order Bin

Yes (in Product Location Selection)

Enter the primary bin that is used to allocate the component for material issues, or click the Lookup button to select the bin. If the Must Use Primary Work Order Bin check box is selected, products can be only allocated from this bin. If the check box is cleared, product is first allocated from this bin, and if it is not available, then other bins are used for allocation. This field is only enabled if you clear the Use Primary Pick Bin for All Bins and Must Backflush check box.

Note The primary work order bin can also be set up for work centers in Work Center Maintenance and bills of material in Bill of Material Maintenance. The primary work order bin for the bill of material overrides the primary work order bin for the work center and the product/location.

Scrap Factor

No

Enter a scrap factor for the product/location if the product is a component used for manufacturing. This is the excess quantity of the component that is typically scrapped during the manufacturing process, and for which material must be issued.

Pick Bin Min. Level

No

Enter a minimum bin level for the primary pick bin. This is the minimum number of units of the product that the specified pick bin should hold.

Note This minimum is not used during replenishment. Replenishment uses the value entered in the Replenish Min column in the Selected U/M grid on the Units of Measure tab.

Pick Bin Max. Level

No

Enter a maximum bin level for the primary pick bin. This is the maximum number of units of the product that the specified pick bin should hold.

Note This maximum is not used during replenishment. Replenishment uses the value entered in the Replenish Max column in the Selected U/M grid on the Units of Measure tab.

Package U/M

Yes

Enter the package unit of measure, or click the Lookup button to select a package unit of measure. This unit of measure is used in package building determination.

Example Some products, such as a refrigerators, come in a box from a vendor that is already a packaged unit of measure, and the UCC128 label is placed on the box. When you set up a package unit of measure, you are specifying the packages to create automatically for pick demand confirmation. A pallet of refrigerators has labels on each box so if you are shipping a pallet you still make packages in terms of 1 each refrigerator.

Pick Method

Yes

Enter a pick method, or click the Lookup button to select a pick method.

Allocate X Business Days before Required Date

Yes

Leave 0 in this field if you want to allocate regardless of an order’s required date (which, if an order is entered with a required date 6 months in the future, the product will sit on the shelf reserved for that order for 6 months). If you only want to reserve this product for orders required within a certain number of business days, enter the number of business days. Business days are calculated based on how your business calendar is set up in Business Calendar Day Maintenance.

Example You allocate inventory 10 days before the required date for Product A. You create an order for this product with the order date 01/05 and the required date 01/18. If sufficient inventory exists, it will be allocated for Product A on 01/05 because there are 9 business days between 01/05 and 01/18. The number of units allocated displays on the Items tab in Order Entry.

Backorder Priority

Yes

This grid displays the product's backorder release priority. A product that is on backorder can be assigned a backorder release priority hierarchy based on the order date, order class, order priority, or the required date of the order. Use the up and down arrow buttons to rearrange the backorder release priority. If the product is ordered and goes on backorder, its backorder release priority is used to determine the release of the backorder. This priority is also used to determine the hierarchy of sales/transfer orders associated with partially confirmed work orders.

No

Click this button to move the selected backorder release priority higher in the backorder release priority list.

No

Click this button to move the selected backorder release priority lower in the backorder release priority list.

Hold Inventory for Backorders

Yes

Select this check box to hold inventory for backorders before releasing to new orders.

Example If a product has 0 available, 100 on backorder, and you receive 120, only 20 become available for new orders if this check box is selected. If the check box is cleared, all 120 become immediately available for new orders and some backorders may end up not being released.

Only Release Backorders Manually

Yes

Select this check box to only allow backorders to be released in Product Backorder Allocate. If this check box is selected, batch and future inventory allocations cannot be used to release backorders for this product.

Restricted Allocation

Yes

Select this check box to automatically put all sales order line items for the product/location on backorder even if inventory is available. This ensures that allocation of the product is monitored.

Pick Group

Yes

Enter a product pick group, or click the Lookup button to select a pick group.

Product Scan

Yes

Select one of the following options:

• Default - Require or do not require users to validate (scan) the product for Wireless Warehouse picking based on whether the Product check box is selected for picking in Zone Task Options.

• Yes - Require users to scan the product for Wireless Warehouse picking. If you select this option, it overrides the Product check box in Zone Task Options.

• No - Do not require users to scan the product for Wireless Warehouse picking. If you select this option, it overrides the selected Product check box option in Zone Task Options.

Quantity Scan

Yes

Select one of the following options:

• Default - Require users to scan or enter product quantities for Wireless Warehouse picking based on the Quantity Scan option selected for picking in Zone Task Options.

• Scan Each Item - Require users to scan every product, one at a time, and keep track of the count during Wireless Warehouse picking. If you select this option, it overrides the selected Quantity Scan option in Zone Task Options.

Example If you select this option and a user is picking 15 cases, the user must scan each case (15 scans).

• Enter Quantity - Require users to enter quantities manually during Wireless Warehouse picking. If you select this option, it overrides the selected Quantity Scan option in Zone Task Options.

Warehouse Product Code

No

Enter a warehouse product code for the product/location. If this code is transmitted from a third-party warehouse on warehouse shipping advices  and/or warehouse stock transfer receipt advices, set up the EDI trading partner to use this code in Warehouse Advice Options.

Warehouse Product Name

No

Enter a warehouse product name for the product/location. This is used if a third-party warehouse uses a different product name for the product.

Available U/M

No

This grid lists available units of measure for the product. For each unit of measure, the unit of measure code and name are displayed.

No

Click this button to add all the units of measure in the Available U/M grid to the Selected U/M grid.

No

Click this button to add the unit of measure selected in the Available U/M grid to the Selected U/M grid.

Show U/M

No

Click this button to display the available units of measure in the Available U/M grid.

No

Click this button to remove the selected unit of measure from the Selected U/M grid.

No

Click this button to remove all units of measure from the Selected U/M grid.

Selected U/M

Yes

This grid lists all units of measure for the product.

For definitions of all unit of measure columns, see Unit of Measure Fields FAQ.

Double-click the Break to U/M column to display Break to U/M Selection, which allows you to select a unit of measure to which to break down the product for each unit of measure.

Double-click the Primary Pick Zone column to display Zone Selection, which allows you to select a primary pick zone for each unit of measure.

Double-click the Velocity column to display Velocity Selection, which allows you to select a velocity code for each unit of measure.

Note You cannot clear the check boxes in the Sell, Purch, and Pick columns for a unit of measure. One of the three check boxes must be selected for each unit of measure.

All

No

Select this check box to view landed costs for all dates.

From

No

Enter the first date in a range of dates for which to view calculated average landed costs, or click the drop-down arrow to select a date.

To

No

Enter the last date in a range of dates for which to view calculated average landed costs, or click the drop-down arrow to select a date.

Show Data

No

Click this button to display calculated average landed costs based on the selected date range.

Type

No

Enter an additional charge type if you want to enter an additional charge associated with the product's landed cost, or click the Lookup button to select an additional charge type. You can only enter additional charges for which the Include in Landed Cost check box is selected in Purchase Additional Charge Maintenance.

Est. Amount

No

Enter the estimated costs for each additional charge associated with a product's landed cost.

No

Click this button to add the additional charge to the Landed Cost grid.

Landed Cost

Yes

This grid displays details of additional charges included in the landed costs for the product.

The grid includes the following columns:

• Type - This column displays the type of the additional charge.

• Receipt Cost - This column displays costs captured during a purchase order receipt of a product.

• Invoiced Cost - This column displays costs that are entered (and captured) during accounts payable invoice reconciliation as the pay amount. Any additional charge that is of type none has a paid cost equal to the receipt cost (This happens because an additional charge of type none never receives an accounts payable invoice). For more information, see Purchase Additional Charges and Landed Cost FAQ.

• Estimated Cost - This column displays the estimated costs that are entered on this tab. You can edit the estimated costs in this column.

• Difference - This column displays the difference between the columns based on the selected option in the Difference Based On field.

Note To remove an additional charge from this grid, change the estimated quantity to zero. This only allows removal of items with no receipt activity.

Difference Based On

No

Select how landed costs are compared. Landed cost comparisons can be made between:

• Receipt and estimated costs

• Receipt and invoiced costs

• Invoiced and estimated costs

Currency

No

This field displays the currency for displayed costs.

Product (Receipt)

No

This field displays the product's receipt cost.

Product (Invoiced)

No

This field displays the product's invoiced cost.

Product (Estimated)

No

Enter an estimate of the product’s purchase cost. This estimate is used as the estimated cost in the Purchase Price Variance Report.

Product (Difference)

No

This field displays the difference between product costs based on the selected option in the Difference Based On field.

Add. Charges (Receipt)

No

This field displays the total of the additional charges receipt cost.

Add. Charges (Invoiced)

No

This field displays the total of the additional charges invoiced cost.

Add. Charges (Estimated)

No

This field displays the total of all estimated costs of additional charges.

Add. Charges (Difference)

No

This field displays the difference between additional charges costs based on the selected option in the Difference Based On field.

Total (Receipt)

No

This field displays the total receipt cost of the product and additional charges.

Total (Invoiced)

No

This field displays the total invoiced cost of the product and additional charges.

Total (Estimated)

No

This field displays the total estimated cost of the product and additional charges.

Total (Difference)

No

This field displays the difference between total costs based on the selected option in the Difference Based On field.

Cycle Class Code

No

Enter a cycle class code, or click the Lookup button to select a cycle class code. The cycle class code is used to group together similar products and locations for wireless warehouse cycle counting. For information on setting up cycle class codes, see Product Cycle Count Class Maintenance.

Recount Variance Amt

Yes

Enter a recount variance amount. This field is used in conjunction with Wireless Warehouse Cycle Counting.

Last Count Date

No

This field displays the last date the product was counted.

Recount Variance %

Yes

Enter the recount variance percentage. This field is used in conjunction with Wireless Warehouse Cycle Counting.

Do Not Reclassify

Yes

Select this check box to not allow the automatic reclassification of the cycle class code when running product cycle count reclassification.

Recount Display

Yes

Click the Lookup button to select the recount display. This field is used in conjunction with Wireless Warehouse Cycle Counting.

Recount Required

Yes

Select this check box to require a recount. This field is used in conjunction with Wireless Warehouse Cycle Counting. A recount is only required if this check box is selected and a recount variance amount or percentage is entered.

Count Display

Yes

Click the Lookup button to select the count display. This field is used in conjunction with Wireless Warehouse Cycle Counting.

All

No

Select this check box to view catch weights for all receipt dates.

From

No

Enter the first date in a range of receipt dates for which to view catch weights, or click the drop-down arrow to select a date.

To

No

Enter the last date in a range of receipt dates for which to view catch weights, or click the drop-down arrow to select a date.

Show Data

No

Click this button to display catch weights based on the selected receipt date range.

Supplier

No

Enter a supplier code if you want to enter an estimated weight, or click the Lookup button to select a supplier. This field is only enabled if the Catch Weight check box is selected on the Warehouse tab in Product Maintenance.

Est. Weight

No

Enter the estimated weight. This field is only enabled if the Catch Weight check box is selected on the Warehouse tab in Product Maintenance.

Weight U/M

No

This field displays the weight unit of measure.

No

Click this button to add the weight to the Catch Weights grid. This button is only enabled if the Catch Weight check box is selected on the Warehouse tab in Product Maintenance.

Catch Weights

No

This grid displays suppliers and the average weight per unit of measure for receipts in the selected range of dates. If you entered an estimated weight for a supplier, the difference between the actual and estimated weight is also displayed.

Total (Actual)

No

This field displays total actual weight.

Total (Estimated)

No

This field displays estimated total weight.

Total (Difference)

No

This field displays the difference between actual and estimated total weight.

Country

No

This field displays the country associated with the location of the product/location. For information on setting up countries, see Country Maintenance.

VAT Class Code

Yes

Enter a VAT class code for the product/location, or click the Lookup button to select a VAT class code. This determines the VAT rate for the product/location. For information on setting up VAT class codes, see VAT Class Maintenance. This field is only enabled if the VAT Exempt check box is cleared.

Current VAT Tax Rate

Yes

This field displays the current VAT rate for the product/location. This rate is based on the VAT class selected for the product/location.

VAT Exempt

Yes

Select this check box if the product/location is exempt from VAT.

VAT Exempt Reason Code

Yes

Enter a VAT exempt reason code to explain why orders for the product/location are exempt from VAT, or click the Lookup button to select a VAT exempt reason code. For information on setting up VAT exempt reason codes, see VAT Exempt Reason Maintenance. This field is only enabled if the VAT Exempt check box is selected.

All

Yes

Select this check box if you want to create a lot shipping rule for all customers. This check box is only enabled if the Transfer Orders check box is cleared.

Customer Code

Yes

Enter a customer code for which you want to create a lot shipping rule, or click the Lookup button to select a customer code. This field is only enabled if you clear the All check box.

Customer Name

Yes

Enter a customer name for which you want to create a lot shipping rule, or click the Lookup button to select a customer name. This field is only enabled if you clear the All check box.

Transfer Orders

Yes

Select this check box if you want to create a lot shipping rule for transfer orders.

Do Not Pick X Days Before Lot Expiration

Yes

Enter the number of days before the lot expiration date that picking for the product should not occur.

No

Click this button to add the lot shipping rule to the product.

No

Click this button to remove the lot shipping rule from the Lot Shipping Rules grid.

Lot Shipping Rules

Yes

This grid displays all lot shipping rules for the product. These rules may be overridden for specific lots.