Creating inventory locations

  1. Select Supply Management > Supply Management Setup > Inventory Control > Inventory Location Information > Inventory Locations.
  2. Click the Create Menu and select Create Inventory Location.
  3. Specify this information:
    Company
    Specify a company.
    Location
    Specify a location.
    Description
    Provide a description.
    Status
    Select Inactive or Add Inactive to prevent the location from being used as a Ship To location for any reordering or replenishment process.
    Health Industry Number
    HIBC (Health Industry Bar Code) is designed so that users can assign identifiers to their items. Both alphanumeric and variable length formats are allowed.
    Address
    Select a country, then specify an address and contact information for the inventory location.
  4. In the Purchase Order Ship To section, specify the address to which vendors will ship purchase orders.
  5. In the Purchase Order Bill To section, specify additional information about the billing address, contact person, and other billing details. Use it as default information for the purchase order.
  6. On the Options tab, specify this information:
    Returns Suspense
    Specify the default account for inventory items that are returned to the vendor.
    Inspection Hold
    Specify the default account for inventory items that are put on inspection hold.
    Freight
    Specify the default account for inventory items that are returned to the vendor for freight credit.
    Handling
    Specify the default account for inventory items that are returned to the vendor for handling charge.
    Scrap
    Specify the default account for inventory items that failed inspection and the vendor refuses the return; in other words, items that must be scrapped and cannot be placed back into inventory.
  7. In the Defaults section, specify this information:
    Disable Overshipment Messages
    Select this check box to turn off overshipment notifications.
    PO Process Level
    The PO Process Level is the reporting hierarchy below the company.
    PO Code
    This is the purchase order code that is used as the default on a purchase order from the inventory location.
    Dropship Purchase Order
    Select this check box to set the dropship field on a purchase order line. Use when this location is used as the ship-to location on the purchase order header.
    Sell Tax Code
    Select a sell tax code. Tax codes are defined in Tax. The sell tax code determines the tax table from which to extract tax data.
    Purchasing Tax Code
    Select a tax code if the item is taxable. The purchasing tax code can be specified in Item Master.
    Receiving Days
    The number of days it takes to process receipts until they are ready to be shipped.
    Vendor
    Select the vendor code.
    Purchase From
    Select an active Purchase From location.
    Customer
    Select the customer number.
    Ship To
    Select the customer's ship to number.
    Requester
    Select a requester ID.
    Pricing Group
    Select a pricing group.
    ERS Capable
    Select the check box if the vendor location can process receipts for Evaluated Receipts Settlement (ERS).
    Purchase Order Approval Type
    Specify a purchase order approval type.
    Allocation Purpose
    Select how bin-tacked items are allocated by Warehouse. If you select consolidate bins, the bins with the smallest quantities are allocated first. If you select speed picking, the bin with the largest quantity is allocated first.
    Receiving Allocation
    Use this field to automate the allocation of back orders for items that are ordered on purchase orders. Select PO Line Source Allocation to have immediate online allocations take place against PO line source records. Select PO Line Source Standard Allocation to have allocations taken from PO Line Source records and any back orders for the item being received.
    Print Charge Labels
    Select when to print the patient charge labels.
    Process Type
    The process type dictates which shipment processing steps are required for inventory requisitions.
    Use Account Group Issue <Dimension> as Default
    Select whether to default on issues from the "From" location for this location.
    Single Document to a PO
    Select the method to use to create purchase orders.
    • One Requisition To One PO
    • One Sales Order To One PO
    • Requisition And Sales Order To One PO
    Location Type
    Select a location type.
    Retail Location Type
    Select a store or warehouse location type.
    MSCM Delivery
    Select this check box to for MSCM delivery.
    Default Preferred Bin
    Select this check box if this is the preferred bin.
    Default Preferred Hold Bin
    Select this check box if this is the preferred hold bin.
    Item Sync Options
    Select a sync option:
    • Check IC Company Value
    • Only Matching Values
    • Blank Values
    • Update If Different
    • All Values
    • Do Not Update
  8. Click Save.