Data Files > Inventory Information > Locations

Locations

Related Topics

Location records define the warehouse locations and sublocations for storing inventory items. Material added to inventory is assigned to specific storage locations, such as during receiving. Material removed from inventory is committed from specific storage locations, such as during picking.

For each item, you can assign one default inventory location and multiple permanent inventory locations. Typically, the default location is also a permanent location. Permanent inventory locations work in conjunction with the Auto Delete Zero Balance Inventory Records function, which allows you to automatically delete non-permanent location records once quantity on the inventory record has been depleted.

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Recommendation: To save time while picking and receiving material, assign a default location to every item record.

Defining permanent locations and auto deleting zero quantity inventory records helps keep the inventory file current and makes the reviewing of on hand inventory less tedious for items carried at multiple levels (i.e. location, lot, tag and content).

Setup Information

The key field on the Location Maintenance screen is Location, a 6-position user-defined field.

If you carry sheet good or specific length lumber type items processed in UNITs and you want to auto commit quantity from full and broken units, set Broken Unit Location to flag the locations used to store broken units. Refer to the Inventory Commit Settings and Rules heading for details about auto committing material.

If you carry non-stock items or if the Sales Order Parameters screen is set to physically stage sales orders at receiving, flag one location as the sales order staging and default non-stock location. This location is typically an open staging area in the warehouse and not a specific bin location.

Only one location can be flagged as the sales order staging/non-stock default location.

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Defining a default location for non-stock items saves time during transaction entry and returns processing.

For items you ship to a specific customer shortly after receiving, you can save time by placing the material in the staging area rather than in the bins with stock items.

Question

Do you use mobile processing functions, such as Mobile Picking?

Consider

To reduce keystrokes when manually entering locations within mobile processing and to display full location/sublocation values on hand held devices, assign locations in a logical manner using the fewest number of characters possible.

You can define permanent locations at any level quantity is carried for the item. DMSi recommends you define permanent locations only for inventory carried at the location or lot level.

To print permanent inventory locations on picking or delivery forms, set the Print Permanent Locations field on the Forms Assignment screen for each form type.

For lumber type items, the system prints permanent locations specified to the content level only if both of the following conditions apply.

The dimensions ordered on the sales order match the dimensions specified in the content field on the permanent inventory location record.

The Content field on the permanent inventory location record utilizes the TXWXL format (for example 02X04X08, with upper case "X") or contain only the length, such as 10.

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If you enter the TXWXL format in the Content field for lumber type items, you must use upper case "X". If you use lower case "x", the permanent inventory location does not print.

Refer to Pick and Delivery Forms for additional details and an example of permanent inventory locations printed for lumber type items.

training_icon.gif Demo: Setting up Location Records

Key Functions

J:\Learning Systems\Agility Help Compiles\Test Compiles\Bitmaps\path_icon.gif Access Location Maintenance: Data Files Item Information Locations

Notes:

To avoid inventory tracking problems due to missing locations, the Agility system prevents you from deleting location records.

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Prior to entering a location record, verify all of the settings. If you need to remove an invalid record from the system, contact DMSi Support.

Temp location reserved for system-defined item tally records. This location may display on records which store location, lot, tag, or content. However, the Temp location cannot be defined on the Location Maintenance screen or entered as a valid location.

If SO Staging Location/Non-Stock Default is set when you partially receive a purchase order linked to multiple sales orders and you select one or more sales orders on the Commit Partial Received Quantities screen, the system commits the received quantity first from the SO staging location to the selected linked orders. Refer to Commit Process During Receiving and Reman Completion for details about the commit process.

You can print the miscellaneous location fields on the Inventory Valuation Report if the report is set to sort by location.

Right click within the grid to access export and display options. Refer to Customize/Review Records Displayed in Tables for information about available options, including customizing the grid layout and updating custom layouts when new fields are added to a screen.

J:\Learning Systems\Agility Help Compiles\Test Compiles\Bitmaps\path_icon.gif Access Item Maintenance: Data Files Item Information Items Default Location/Subloc field

J:\Learning Systems\Agility Help Compiles\Test Compiles\Bitmaps\path_icon.gif Access Inventory Locations: Stock Status BITMAPS\PERM LOCATIONS.gif Default location field

J:\Learning Systems\Agility Help Compiles\Test Compiles\Bitmaps\path_icon.gif Access Inventory Locations:

Data Files Item Information Items BITMAPS\PERM LOCATIONS.gif

Stock Status BITMAPS\PERM LOCATIONS.gif

Notes:

Branch selection is based on your security access.

The level for carrying an item determines which levels are available for defining permanent inventory locations.

When you define a permanent inventory location, the system creates an item tally record for the lowest level record defined on the record. If you delete a permanent location, the item tally record remains on file.

When you add or delete permanent location records, the system writes an audit record to the HISTORY table. Refer to the Inventory Location Audit Records heading for information on these history records.

See Also

Item Records

Non-Stock Item Processing

Branch Groups

Branch Selection


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17002 Marcy Street
Omaha, NE 68118