Product Warehouse Description Setup - General overview

Product > Setup > Warehouse Description

Use this page to specify general information about a warehouse, such as address and telephone information. The information requires minimal maintenance after it is first established.

Prerequisites

You must complete these setups before you specify warehouse description information:

  • SA Company Setup
  • SA Operator Setup
  • SA All Company Information Setup
  • SA Sales Use Tax Setup

We recommend that you also complete these setups before you specify warehouse description information:

  • SA Table Code Value Setup: Division and Ship Via
  • SA Printer Setup
  • GL Account Setup
  • Vendor Setup
  • Product Warehouse Description Setup: Bill To Warehouse
  • Customer Setup

A warehouse can be a physical location at the company site or a distant location. You can divide one warehouse’s physical space into separate system warehouse entities. Warehouses act as the base of operations for the company and the primary location for each product.

Warehouses can be assigned to individual products, customers, and operators. All prices and discounts that are set up in PD Pricing Setup can be added to an individual warehouse. Orders entered in Sales Order Entry must be for one warehouse. Product transfers are made between warehouses.

The warehouse record that is set up in Product Warehouse Description Setup contains information that applies to all products and orders that are made within the warehouse. All order numbers are based per warehouse for:

  • Sales Order Entry
  • Purchase Order
  • printers
  • GL account codes

By specifying values in the Purchasing Parameters section, an alternative to the standard order quantity calculations at the warehouse level is available for:

  • Product Administration Month End Processing Report
  • PO RRAR replenishment processes

Purchasing parameters can also be defined at the Product Line Setup level.

When purchasing parameters are defined on both records, the line record overrides the warehouse record. Usage/Ord Qty Override reasons are set up in SA Table Code Value Setup and are limited to Human, Minimum Weeks Supply, and Maximum Weeks Supply. When the Product Administration Month End Processing Report is generated and the purchasing parameter record exists, the Override Reason field is automatically changed to Human. The Order Qty field is not changed.

After the setup procedure is complete, print the warehouses through the Product Warehouse Description Master List Report to confirm the information.

Note:  Bank setup records must be set up in CR Bank Setup before a new warehouse can be created. If banks are not defined, this message is displayed: No Banks Set Up in Bank Setup – CRSB.

Additional setup for VA fabrication

Fabrication warehouses are typically set up as a warehouse within a warehouse, similar to a virtual warehouse. A fabrication warehouse is treated as a separate warehouse. The products that are required in the fabrication warehouse for the Value Add builds must be set up in that warehouse record. Select the appropriate option:

  • Auto Rcv: Select this option if the warehouse being used is a shipto warehouse that is set up in Product Warehouse Description Setup as a fabrication warehouse, and you want to auto receive warehouse transfers created to source components on a Value Add work order during the Transfer Shipping Feedback Entry process or the WL Entry Batch Shipping Report if you are shipping from a TWL-controlled warehouse.
  • ARP Lkup: Select this option to default the ARP Whse from the fabrication warehouse’s Product Warehouse Description Setup record in the Whse field when performing a product lookup in VA Order Entry.
  • Back Ties: Select this option to allow back ties to be created or maintained from the VA Order Entry - PO/WT Interface window.