Warehouse Management Control Maintenance

Exit

Click this button to close the Warehouse Management Control Maintenance window.

Update

Click this button to update options for the Warehouse Management module.

OK

Click this button to save the options for the Warehouse Management module. This button is only available after you click the Update button in the ribbon.

Cancel

Click this button to cancel changes to the Warehouse Management module settings. This button is only available after you click the Update button in the ribbon.

Calculate Volume by

Select one of the following options:

• Cube - Use the cubic volume entered for a product, location, and unit of measure.

• Dimension - Calculate volume as height multiplied by width multiplied by length for a product, location, and unit of measure.

Allow Batch Discrepancies

Select whether to allow general ledger posting batch discrepancies, to not allow them, or to have a warning message displayed if there is a discrepancy.

Posting Option

Select one of the following options for inventory-related general ledger postings (for stock adjustments, purchase order receipts, and cost adjustments).

• Direct - Immediately post in detail to the general ledger when the transaction occurs.

• Manual - Detail - Post in detail to the general ledger  when a user manually performs these postings.

• Manual - Summary - Post in summary to the general ledger  when a user manually performs these postings.

Pick Bin Option

Select how bins are selected for picking. Select one of the following options:

• Pick in Bin Order - Pick in bin sequence order.

• Perform Single Bin Pick - Pick from a single bin if quantity is available instead of from multiple bins. If a product/location has an associated primary pick bin, picking is performed from that bin first even if this means that picking must be performed from multiple bins.

Example Bin A and bin B have 50 units of product A. Bin C has 100 units of product A. The bin sequence indicates to pick from bin A first, bin B second, and bin C last. You receive an order for 100 units of product A. If you selected the Pick in Bin Order radio button, 50 units are picked from bin A and 50 units are picked from bin B. If you selected the Perform Single Bin Pick radio button, 100 units are picked from bin C.

One Step Location Transfer Cost Basis

Select one of the following options to determine how inventory adjustment costs are determined for the transfer-to location after transfers are performed in One Step Inventory Location Transfer:

• Default - When adjusting inventory into the transfer-to location, use the cost for the transfer-from location. This is the GAAP recommended method.

• To Location - When adjusting inventory into the transfer-to location, use the cost for the transfer-to location. This is not compliant with GAAP.

Propagate Updates Across All Locations

Select how changes to products are copied to product/location records. You can select one of the following:

• Yes - Changes to products are automatically copied to all product/location records. Product Location Selection does not appear.

• No - Changes to products are not copied to product/location records. Product Location Selection does not appear.

• Prompt With Defaults - When making changes to products, Product Location Selection appears with all changes and locations selected by default. If the user does not make any changes in Product Location Selection, and clicks the OK button in the ribbon, all changes are copied to all locations.

• Prompt With No Defaults -  When making changes to products, Product Location Selection appears, and users must manually select which changes to copy to product/location records. This option is selected by default.

Propagate Updates Across All Products

Select how changes to products are copied to other products in the same style. You can select one of the following:

• Yes - Changes to products are automatically copied to all products in the same style. Product Style Selection does not appear.

• No - Changes to products are not copied to products in the same style. Product Style Selection does not appear.

• Prompt With Defaults - When making changes to products, Product Style Selection appears with all changes and products in the same style selected by default. If the user does not make any changes in Product Style Selection, and clicks the OK button in the ribbon, all changes are copied to all products in the same style.

• Prompt With No Defaults -  When making changes to products, Product Style Selection appears, and users must manually select which changes to copy to products in the same style.

• Style Default - Changes to products are copied or not copied to products in the same style based on the Propagate Updates Across All Products option selected for each style in Style Maintenance. This option is selected by default.

Current Period

Enter the current default period for the Warehouse Management and Purchasing modules.

Current Year

Enter the current default year for the Warehouse Management and Purchasing modules.

Delete Inventory Record When All Quantities Equal Zero

Select this check box to delete inventory bin records for bins that have zero quantities. If you clear this check box, bins that have zero quantities are not deleted.

Note Generally, you would not want to delete them so there is an audit trail of bins in which a product was previously stored. To view zero quantities, you can select the Include Zero Balance check box in Inventory Matrix Inquiry.

Users Can View Costs

Select this check box to allows users to view costs by default when setting up new users in User Profile Maintenance.

Allow Unallocated Quantity on Planned BOL

Select this check box to allow unallocated sales order lines to be selected in Planned Bill of Lading Management.

Allow Automatic Order Deallocation on Inventory Adjust

Select this check box to automatically de-allocate relevant orders on Inventory Adjust, so that the quantity allocated is in agreement with the new quantity on hand.

Allow Automatic Order Deallocation on Bin Move

Select this check box to automatically de-allocate relevant orders on Bin Move, so that the quantity allocated is updated to be in agreement with the quantity on hand.

Store Inventory and Cost History

Select this check box to store inventory and cost history data. If you select this check box, users can view inventory levels and product costs for a specific past date in reports and inquiries, such as Inventory Valuation Report and Inventory and Cost History. This check box is selected by default.

NOTE History is stored in the database only after this check box is selected. Reports and inquiries do not display historical data from before this check box was selected.

Store FIFO and LIFO Cost History

Select this check box to store history data for FIFO and LIFO costs of products. This check box is only enabled if you select the Store Inventory and Cost History check box. This check box is selected by default.

Post Inventory Rounding Differences

Select this check box to post inventory rounding difference amounts. These amounts are posted automatically in Inventory Adjustment Post during posting when rounding amounts of more than two decimals accumulate over time.

Inventory Rounding Account

Enter a general ledger account to which to post inventory rounding differences, or click the Lookup button to select an account. This field is only enabled if the Post Inventory Rounding Differences check box is selected.

Dflt Dimension U/M

Enter the default unit of measure for height, length, and width dimensions, or click the Lookup button to select a unit of measure. This is used as the default dimensional unit of measure for new products, and as the default dimensional unit of measure in Pick Demand Confirm.

Dflt Weight U/M

Enter the default unit of measure of the weight fields, or click the Lookup button to select a unit of measure. This is used as the default weight unit of measure for new products.

Dflt Cube U/M

Enter the default volume unit of measure, or click the Lookup button to select a unit of measure. This is used as the default volume unit of measure for new products.

Product Image Label 1

Enter the label for the first product image label field in Product Maintenance and Product Inquiry. This label is also used for the first product image ribbon button in O/E Line Item Entry and the first product image button in PO Line Item Entry.

Product Image Label 2

Enter the label for the second product image label field in Product Maintenance and Product Inquiry. This label is also used for the second product image ribbon button in O/E Line Item Entry and the second product image button in PO Line Item Entry.

Product Image Label 3

Enter the label for the third product image label field in Product Maintenance and Product Inquiry. This label is also used for the third product image ribbon button in O/E Line Item Entry and the third product image button in PO Line Item Entry.

Lot Detail Label 1-4

Enter up to four  labels for manufacturer lot detail fields. These labels are used in Container Lot Entry and Additional Lot Information.

Automatic UPC Generation

Select this check box to enable and select the Generate UPC Code and Generate UPC at U/M Level check boxes in Product Maintenance. The UPC Code field can be entered when adding a product in New mode but it cannot be edited in Update mode. The UPC column in the Product Units of Measure grid on the Unit of Measure tab can be entered if it is blank, but cannot be subsequently changed.

NOTE If the Allowed to Update UPC/GTIN check box is selected for a user in User Profile Maintenance, the user can still edit UPCs.

Clear this check box to disable the Generate UPC Code and Generate UPC at U/M Level check boxes in Product Maintenance and allow the UPC fields to be edited without restriction.

UPC Number System Character and Manufacturer Code

If you use 12-digit UPCs, enter a one-character Number System Character (NSC) followed by a manufacturer’s code. If you use 13-digit UPCs, enter a GS1 prefix followed by a manufacturer's code. If automatic UPC generation is enabled, the value in this field is used as the first six to ten digits of the generated UPC. For more information, see UPC Automatic Generation FAQ. This field is only enabled if the Automatic UPC Generation check box is selected, and if that check box is selected, this is a required field.

Automatic GTIN Generation

Select this check box to enable and select the Generate GTIN and Generate GTIN at U/M Level check boxes in Product Maintenance. The GTIN field can be entered when adding a product in New mode but it cannot be edited in Update mode. The GTIN column in the Product Units of Measure grid on the Unit of Measure tab can be entered if it is blank, but cannot be subsequently changed.

NOTE If the Allowed to Update UPC/GTIN check box is selected for a user in User Profile Maintenance, the user can still edit GTINs.

Clear this check box to disable the Generate GTIN and Generate GTIN at U/M Level check boxes in Product Maintenance and allow the GTIN fields to be edited without restriction.

GTIN Number System Character and Manufacturer Code

Enter a one-character Number System Character (NSC) followed by a manufacturer’s code. If automatic GTIN generation is enabled, the value in this field is used for generated GTIN's. This field is only enabled if the Automatic GTIN Generation check box is selected, and if that check box is selected, this is a required field.

UPC Code Must Be Unique

Select this check box if the UPC must be unique for each product. If this check box is cleared, and a product is copied, the product UPC and product unit of measure UPCs are copied to the new product. This check box is selected automatically if the Use Product UPC/GTIN Codes check box is selected for a trading partner in EDI Trading Partner Maintenance.

UPC Code Length

Enter the length of the UPC for products. If you enter a value in this field, the software validates that all product UPC's have a length of 0 or the entered value.

Note If you select the Automatic UPC Generation check box, this must be 0, 12, or 13.

Item Code Generation

Select one of the following methods for generating UPC's and GTIN's in the Product Lifecycle Management module.

• Product Project Code - Use the product project code as the 5-digit sequential value in generated UPC's and GTIN's.

• Next Available Sequence - Use the next available sequence number as the 5-digit sequential value in generated UPC's and GTIN's.

• Task - Use the value entered for a specific task as the 5-digit sequential value in generated UPC's and GTIN's. If you select this option, enter the task in the Item Code Generation Task field.

This option only affects the 5-digit sequential value in UPC's and GTIN's. This value is just before the check digit at the end of each UPC and GTIN.

Item Code Generation Task

Enter a task in which users will enter the 5-digit sequential value for UPC's and GTIN's generated in the Product Lifecycle Management module, or click the Lookup button to select a task. This task must be associated with the Product Project workflow type and the Product workflow level. This field is only enabled if you select the Task radio button for the Item Code Generation radio set. For information on creating product lifecycle management tasks, see Creating Product Lifecycle Management Tasks.

Simple UPC Code Task

Enter a task in which UPC's generated for products in the Product Lifecycle Management module will display, or click the Lookup button to select a task. This task must be associated with the Product Project workflow type and the Product workflow level. For information on creating product lifecycle management tasks, see Creating Product Lifecycle Management Tasks.

Simple GTIN Code Task

Enter a task in which GTIN's generated for products in the Product Lifecycle Management module will display, or click the Lookup button to select a task. This task must be associated with the Product Project workflow type and the Product workflow level. For information on creating product lifecycle management tasks, see Creating Product Lifecycle Management Tasks.

Unit of Measure Grid Task

Enter a grid task in which UPC's and GTIN's generated for product units of measure in the Product Lifecycle Management module will display, or click the Lookup button to select a task. This task must be associated with the Product Project workflow type and the Product workflow level.

Note This task must contain columns with the following column labels: UM Code, UPC, and GTIN.

For information on creating product lifecycle management tasks, see Creating Product Lifecycle Management Tasks.

Item Override Code Column

Enter a column sequence number for a column in the grid entered in the Unit of Measure Grid Task field in which you want users to enter an override 5-digit sequential value for  UPC's and GTIN's, or click the Lookup button to select a column. This field is only enabled if you enter a grid task in the Unit of Measure Grid Task field.

When a user enters an override value in this column for the Each unit of measure, the generated GTIN for the Each unit of measure and UPC's for all units of measure will use the override value for the 5-digit sequential value.

Accounts

This grid displays accounts for account resolution. Select an account for setting up the account resolution. For more information, see Warehouse Management Account Resolution.

Mask List

This grid displays masks for the selected account. Select a mask, and then click the up or down arrow to set the account resolution. For more information, see Warehouse Management Account Resolution.

Aging Bucket #

These fields display the aging bucket numbers.

Bucket Days

Enter the default number of days for inventory aging buckets. These days are used as default values in Inventory Aging Report.

Example if the first bucket is 1-30 days, enter 30 in the first field. If the second bucket is 31-40 days, enter 10 in the second field.

Bucket Range Start

These fields display the first day for each of the aging buckets for the Inventory Aging Report.

Bucket Range End

These fields display the last day for each of the aging buckets for the Inventory Aging Report.

Aging Bucket Label

Enter the default column labels for inventory aging buckets. These days are used as default values in Inventory Aging Report.