Warehouse records

Warehouse records correspond to the Product Warehouse Description Setup records in Distribution SX.e. Warehouse records are automatically created when the initial data load for the Location BOD is sent from Distribution SX.e during integration, or when these conditions are met:

  • A Product Warehouse Description Setup record for a Storeroom-managed is created in Distribution SX.e.
  • The Managed Warehouse option on the Storeroom tab is selected.

If you do not select the Managed Warehouse option before you save a new record, edit the record to select the option. You must then manually create a warehouse record in Storeroom.

On each warehouse record, you can specify the default Inventory Type for distributor-owned products that are processed in these modules:

  • Return
  • Inventory Movement
  • Cycle Count

Users can override the default values. We assume that Customer is the Inventory Type for customer-owned products, including nonstocks.

On each warehouse record, you can also create user-defined fields at the header and line levels to store data that is unique to each warehouse. You can create up to 10 fields on each level. The fields that are created at line level apply to stock and nonstock products.

In Distribution SX.e, the information at the header level is added to the sales order header as a note. It is displayed as a global note in the Notes context application, and stored in an internal header note record. The information at the line level is added to the internal line record. It can be viewed in the Comments section in the Line Details tab in Sales Order Inquiry.

User-defined values are included on the Sales Order Master List Report in the Extra Header Information and Extra Line Information sections. The fields are displayed even if they are not required or do not contain a value.

Note: If you create a required user-defined field, the value is required on backorders even if the backorder was created before the field was required.