Product Warehouse Product Setup overview

Product > Setup > Warehouse Product

Function acronym: ICSW

Use this function to create, maintain, and delete warehouse product records.

Note:  If you specify an existing cross-referenced product, the Interchange, Barcode, or Trade Service product is displayed in the Product field.

When you copy an existing record to another warehouse, the product line is validated in the warehouse you are copying the record to. The Message list of already existing records and errors field on the Add Record window must be selected to receive messages.

To delete a warehouse product, all balance information must be zero. If a product is in a cycle/physical count run, the product cannot be deleted. This message is displayed and the deletion is not allowed: Cannot Delete Whse Products While it is Selected in Physical/Cycle Count .

These records are deleted when you delete a product record:

  • Product Warehouse Product Setup-General
  • Product Warehouse Product Setup-Ordering
  • Product Warehouse Product Setup-Cost and Pricing
  • Product Maintain Balance Entry
  • IC Entry Transactions (internal)
  • Product Extended Lot Number Setup
  • Product Extended Serial Number Setup
  • PD Pricing Setup - Customer Pricing
  • PD Pricing Setup - Rebates
Note: When you delete a product, all history records for that product and warehouse product record are deleted. All Product Maintain Balance Entry quantities must be zero to delete product records. If the product is a kit component, the corresponding record in KP Substitute Component Setup is also deleted. The associated rebate records in PD Pricing Setup are deleted if the Pricing by Warehouse option is selected in SA Administrator Options-Products-Pricing. If notes exist on a warehouse product record and that record is deleted, the notes still exist on the Product Setup record.

You can select a warehouse product in the grid and add it to a product list. Select one or more products, then click Product List. Select Add To Product List to add the product to an existing list, or Create New to add it to a new list. Use this function to create and maintain product lists that are used during Sales Order Entry. You can specify default quantities and the unit of measure used for each product on the product list.

Division security

If you have multiple divisions in your company, warehouse records can be assigned to a division. Based on security settings in SA Operator Setup-Other Options, users can be restricted to viewing and maintaining data for their allowed divisions only. They are also prevented from selling products in warehouses that are assigned to a division that is not on their list of allowed divisions.

These restrictions apply to all searches and lookups performed against a warehouse. When you perform a lookup on a Warehouse field, the results are limited to only those warehouses assigned to divisions in the user’s allowed list of divisions and where the Restrict Data Access for IC is Yes in SA Operator Setup-Other Options.

If you transfer product from one division’s warehouse to another division’s warehouse, you can open the Ship To Warehouse lookup in Transfer Entry to show all warehouses, regardless of division. Set the Restrict Data Access For WT-Allow Across Divisions option to No in SA Operator Setup.

If your company consists of multiple divisions, evaluate how you want to limit access to users to records in the division. If you want to prevent employees in one warehouse location from viewing data in another warehouse, assign different divisions to each warehouse. If you assign a single division to multiple warehouses, employees who are allowed to see data in that division can see warehouse records for all warehouses.
Note: If you must change a division number for a warehouse at a later time, existing transaction data is not updated with the new division number. This protects the audit trail of transactions that may update General Ledger.

Service Management integration

If you have integrated with Infor Service Management , you can view rental products or equipment, including serial products, that are available or currently rented. If you specify a rental warehouse and a rental product in the Search function, then a Service Management API call is made to Service Management to verify the quantity and status of the rental product or serialized rental product. The quantity and status that are returned in the API call are displayed in the grid, in these column values:

  • Quantity Available: The quantity is decreased by the quantity currently rented.
  • Rental: The check box is selected if the warehouse inquired on is designated as a rental warehouse in Product Warehouse Description Setup.

Drill down into the product record. Additional rental visibility is shown in the Product Warehouse Product Setup-Costs tab.