Product Extended Warehouse Cross Reference Setup overview

An alternate warehouse is a pre-authorized alternative to an assigned warehouse. The alternate can be a logical warehouse that is not a physically separate location. The alternate may be a showroom display or a counter sale area that is in close proximity. The alternate could also be a separate room in your warehouse. If you have a customer-specific warehouse in Product Warehouse Description Setup, you can select an alternate to automatically split order lines. When there is insufficient stock in the warehouse, you can fill orders. A TWL-controlled warehouse can be set up as an alternate warehouse for another TWL warehouse. If you have integrated with Infor Service Management, alternate warehouse records are used for the truck transfer and pick ticket printing processes.

The record you create in Product Extended Warehouse Cross Reference Setup pre-authorizes the relationship between the Assigned Warehouse and the Alternate Warehouse. This relationship is typically used duringSales Order Entry. You can allow one warehouse to automatically sell stock from another warehouse, such as an alternate warehouse, and automatically process the associated warehouse transfer.

Generally, a warehouse can sell products from another warehouse only if they have authorization from that warehouse and a transfer already exists. During Sales Order Entry, if additional quantities for a product must be obtained from another warehouse, the transfer number of an existing, open transfer must be entered. After the other warehouse receives the transfer, the transfer is processed. The product is sent to you, and you must send the product to your customer.

If you set up warehouse cross-references you can select the product from an alternate warehouse with existing and surplus stock. This occurs during Sales Order Entry when there is not enough product on hand. When an alternate warehouse is available for the product being ordered, the Warehouse Availability section can be accessed through Advanced Line Entry. The pre-authorized alternate warehouses are listed in the grid.

If you sell another warehouse’s stock, that stock is reserved in that warehouse. A warehouse transfer is created after the order is invoice processed. This causes the stock to be transferred into your warehouse, so you are then selling the stock from your own warehouse. You are prevented by the system from partially filling a line from an alternate warehouse. The immediate warehouse transfer that is created to retrieve stock from the alternate warehouse does not back order like a normal warehouse transfer would.

If each of your warehouses can buy from the other warehouses without authorization, create a Product Extended Warehouse Cross Reference Setup record for each warehouse. For example, if whse-01 is an alternate warehouse for whse-02, and whse-02 is an alternate warehouse for whse-01, you must enter two cross reference records. Ensure that you only enter records for warehouses that do not require authorization.

If you are using Third-Party Logistics (3PL) functionality for a customer’s warehouse, you can also use Product Extended Warehouse Cross Reference Setup to create a relationship to alternate distribution warehouses.

The customer’s warehouse would be the Assigned Warehouse and the distribution warehouse, in which the customer’s warehouse resides, would be the Alternate Warehouse. Stock in alternate warehouses is considered when filling the remaining quantity. This occurs when a line is automatically split in SX.API Full Order Maintenance due to insufficient quantity.

If you do not use SX.API Full Order Maintenance to import orders from a third-party application, you must still create Product Extended Warehouse Cross Reference Setup records for alternate warehouses. These records are displayed during Sales Order Entry when the order quantity exceeds the on hand quantity in the customer’s warehouse.

See SX.api OE Full Order Maintenance process.