Defining a Storeroom-managed product

  1. Select Product > Setup > Warehouse Product.
  2. Create a new record, or open an existing record.
  3. If the product is serial- or lot-controlled, specify this information:
    1. Select Serial or Lot in the Control field.
    2. For a serial-controlled product, select AO Default, Receive, or Sales in the Serial Receiving field.
      Note: If you select AO Default, serial number assignment is based on the Assign Serial # During Receiving option in SA Administrator Options-Products-Default.
  4. If the product is customer-owned, specify Vendor in the Type field, and then specify the vendor and product line.
  5. Specify bin location information.
  6. Click the Storeroom tab, and then specify this information:
    Count Unit

    Specify a counting unit of measure (UOM) if it differs from the Counting unit in Product Setup.

    Note: If you leave this field blank, the Counting UOM in Product Setup is used for the Product Entry Storeroom Count Report. If a Counting UOM is not specified, the Stocking UOM is used.
    Bill on Receipt
    Select this option if these conditions are true:
    • The product is always customer-owned.
    • The customer should be billed immediately when the product is received on a purchase order or warehouse transfer.
    Customer Owned
    Select this option if this product is only owned and replenished by the customer. This setting identifies the product as a permanent C product.
    Receive as Unavailable

    Select this option to require an inspection before the product is available.

    Note: If you select this option, a Reason Unavailable record with an Unavailable Reason Type of Inspection must be set up in SA Table Code Value Setup.
    Critical Product
    Select this option to designate the product as a critical product for counting purposes. Critical products are products that impede production if they are not in stock. You can include critical products on count reports.
    Shelf Life
    Select this option to designate the product as having a limited shelf life or expiration date. You can include shelf life products on count reports to ensure that these conditions are met:
    • The products are turned over as required.
    • Adequate quantities of fresh items are in stock.
  7. If you selected Receive as Unavailable, indicate if the recommended replenishment reports should include unavailable quantities that are marked for inspection in the recommended order quantity.
    1. Click the Ordering tab.
    2. Select a value in the Include Unavailable Reason Quantity field.
  8. Click Save.