Creating a customer product warehouse record

  1. Select Setup > Customer Product Warehouse. The Customer Product Warehouse screen is displayed.
  2. Click New.
  3. Specify this information on the General tab:
    Product

    The ERP product from Distribution SX.e. This field value is automatically populated when the Customer Product field value is specified.

    Note: This field is not editable.
    Customer Product

    The customer product number required to associate with a customer warehouse.

    Description

    The description of the selected ERP product. This value is automatically populated from Distribution SX.e and cannot be modified.

    Warehouse

    The warehouse from Distribution SX.e to associate with the customer product in Storeroom.

    Commodity Code 1-2

    The first and second commodity codes to associate with the customer product.

    Machine

    The machine to associate with the customer product.

    Labor Product

    The labor product to associate with the customer product.

    Linked Regrind Product

    The regrind product to associate with the customer product.

    Active

    Select this check box to activate the customer product warehouse. If this check box is cleared, the warehouse is deactivated and cannot be searched in Storeroom.

    Bill on Receipt

    Select this check box to include billing with the delivery of the customer product.

    Customer Owned

    Select this check box to indicate that the customer product warehouse is customer-owned.

    Receive as Unavailable

    Select this check box to allow the customer product to be received as unavailable.

    Critical Product

    Select this check box to indicate that the customer product is critical in the selected warehouse.

    Shelf Life Product

    Select this check box to indicate that the customer product has a shelf life in the warehouse.

  4. Switch to the Bin Locations tab to add the required bin locations to the customer product warehouse.
  5. Click + Add Bin Locations. The Add Bin Location window is displayed.
  6. Specify this information in the Add Bin Location window:
    Bin Location

    The name of the bin location.

    Bin Type

    The type of bin location.

  7. Click OK. The bin location is added to the grid.
    Note: If the selected bin type already exists in the grid, the Duplicate Bin Location Type window is displayed. You can click Yes to replace the existing bin location in the grid with the new name or click No to cancel.
  8. Specify this information on the ERP Ordering tab:
    Line Point
    The maximum stock level at which the application reorders a product to ensure timely replenishment. The application automatically calculates the value based on the six months of usage history and this value can be modified. The formula is, Order Point + Usage during the Review Cycle.
    Order Point
    The minimum stock level required to meet customer demand during the lead time, including a safety allowance. The application automatically calculates the value based on the six months of usage history and this value can be modified. The formula is, Usage * Lead Time + Safety Allowance.
    Status

    Indicates the ordering behavior of a product in the specified warehouse. Possible values:

    • Direct Ship: The vendor ships the product directly to the customer.
    • Order as Needed: The application creates a purchase order based on the quantity ordered by the customer.
    • Stock: The product is available in the selected warehouse of a distributor.
    • Do Not Reorder: The product is not stocked and is not expected to be ordered again.
    Note: 
    • By default, these values are populated from Distribution SX.e application. If these values are modified in Storeroom application, the same are updated in Distribution SX.e, and vice versa.

    • If open purchase orders (POs), warehouse transfers (WTs), or sales orders exist, the Line Point and Order Point values are set to greater than zero, and the Status field value is set to:

      • Order As Needed: The Warning window is displayed with the Warning: Open POs,WTs,or Sales Orders Exist Clear Ordering Controls warning message. You can click Yes to clear the existing ordering controls or click No to retain the previous Status value.
      • Do Not Reorder: The Warning window is displayed with the Clear Ordering Controls? warning message. You can click Yes to clear the existing ordering controls or click No to retain the previous Status value.
    • If open purchase orders, warehouse transfers, or sales orders exist, the Line Point and Order Point values are set to zero, and the Status field value is set to Order As Needed, the Warning: Open POs,WTs,or Sales Orders Exist warning message is displayed.
    • The ERP Ordering tab is displayed only to Storeroom users with the SR.StoreroomMgr or SU.SetupAdmin roles.
  9. Click Save.