Creating item locations

Company

Select a company number.

Location

Select a location. If the location is specified, then this field includes only the assigned items to this location.

Active

Select this check box if this item location is active.

Discontinued

Select this check box if this item location is discontinued.

Item

Select an item number.

Inventory Location Account Group

Select an account group for the inventory location.

Date Added

Select the date that the item is added to the item location file. If this field is blank, then the current system date is used.

Default Transaction UOM

Select the inventory transaction UOM if the item UOM differs from the UOM in which the item is stocked. This is for inventory transactions such as adjustments, receipts and issues.

Default Source UOM

Select a valid UOM for this item to use as the default on requisitions and purchases that replenish this location.

Manufacturer Code and Division

Select the code indicating which division of a manufacturer is tied to an item.

Manufacturer Number

Specify the manufacturer number.

Buyer

Select a buyer code. The buyer is the person responsible for maintaining item stock at this location.

Supplemental UOM

Select a supplemental UOM to show the item's cost and balance in a UOM in addition to the stock UOM.

Maximum Requisition Quantity

Specify the maximum item quantity that you can request in Requisitions.

Inventory Tracked

Select this check box if the stock-on-hand and related quantities for this item are tracked. This field works with the tracking field on the Unit Of Measure tab of Manage Items to determine which units of measure are individually quantity tracking.

Inspection Required

Select this check box if a receipt inspection for the item is required at this location. If an inspection is required, then a message is printed.

Allow Receipt

Select this check box if receipts are allowed at this location.

No Charge

Select this check box if there is no charge for this item.

Allow Issue

Select this check box if item issues are allowed at this location.

Consignment

Select this check box if the item at this location is part of consignment inventory.

Serial Tracked

If the serial number is only required at the time of issuing, then select Serial Required At Issues. If the serial number is required at the time of receiving the item and for all transactions after, then select Serial Required At Receipts.

Lot Tracked

Select Lot Required At Issues if the lot number is only required at the time of issue. Select Lot Required At Receipts if the lot number is required at the time of receiving the item and for all transactions after.

Bin Tracked

Select this check box if bin tracking is required for the item.

Storage Code

If the Bin Tracking box is selected, then you can select a bin storage code. Storage codes are used to define bin limitations.

Preferred Hold Bin

Select a preferred hold bin.

Preferred Bin

If the Bin Tracking box is selected, then you can select a preferred bin. The preferred bin is used as the default bin when you process item transactions.

Movement Class

Select the item's movement class. Movement classes are used to define item use by volume. You can select items for count by movement class in Select Ids. Typically, items that are assigned to Movement Class 1 are controlled more tightly than items that are assigned to Movement Classes 2 and 3.

Count Accuracy

Specify a count accuracy percentage. Count accuracy is a number, expressed as a percent, that indicates how accurate the physical inventory account should be.

Select For Special Cycle Count

Select this check box if the item requires a special user-defined physical inventory cycle count. For example, you can count a certain group of items every 15 days.

Purchase Taxable

Select whether the item is taxable or exempt when purchased. Select Default To Next Level to make the item taxable at the next level.

Taxable When Sold

Select this check box if this item is taxable when sold.

Sell Tax Code

Select a sell tax code. This code determines the tax table from which to extract tax data.

Purchase Tax Code

Select a tax code. The purchasing tax code can be defined in the item master. This field indicates the tax table from which to extract tax data.

Date

Specify the date on which a Material Safety Data Sheet (MSDS) must be received from the item's vendor.

Document

Specify the document number from the most recent MSDS that was received.

Version

Specify the version number of the most recent MSDS that was received.

Forecast Number

Select a forecast number.

Patient Chargeable

Select this check box if this item is chargeable to a patient.

Charge Number

Specify a charge number.

UDI / DSCSA Tracked

Select whether to track inventory details for UDI data.

Standard Cost

Specify the standard cost for the item if you selected the Standard Costing method when setting up your company.

Future Standard Cost

Specify the future standard cost for the item that can replace the standard cost at this location.

Market Price

Specify the market price, or the price that a purchaser is willing to pay for the item without add-on costs or taxes.

Overhead Cost

Specify the overhead cost that is associated with the item, such as renting storage space, insurance, and warehouse utilities. Overhead costs can be prorated for a range of items or specifically assigned to one item.

Create Purchase Order For Customer Order Line

Select this check box if all sales order lines for this item location create purchase orders. Sales order lines for this item at this location are added as a non-inventoried type.

Dropship Purchase Order For Customer Order Line

Select this check box if all of the order lines for this item location are dropship orders.

Minimum Quantity

Specify the minimum quantity in the stock unit of measure that can be defined on an order line for this item location.

Maximum Quantity

Specify the maximum quantity in the stock unit of measure that can be defined on an order line for this item location.

Allow Customer Order Returns

Select whether returns are allowed, allowed but limited, or not allowed.

Return Date

If your billing company is set up to limit return days by a specific date, then specify the date when return authorizations cannot be generated. You cannot generate return authorization on or after this day.