Maintaining Warehouses

When you first set up your system, the installation process automatically creates a default warehouse called MAIN. You can use the Warehouses form to add records for other warehouses in your system.

After warehouses are added using this form, you can assign locations for inventory within them, using the Item Stockroom Locations form.

Note: When MRP allocates inventory to a demand, it considers the combined total of all inventory at all warehouses (at a given site) in which the Dedicated Inventory field is not selected on this form. It does not allocate inventory from any specific warehouse.

To see a list of all the inventory maintained at a particular warehouse, first select the warehouse for which you want to see the list, and then access the Where Used report from the Actions menu.

Follow these steps to add a warehouse:

On the Warehouses form, select Actions > New.
Specify these Header fields:

Warehouse

Specify the first four letters of the name of the warehouse.

Warehouse Name

Specify the full name of the warehouse.

Service Owned

Select this check box if the warehouse is specific to service and is owned by Service Management in the case of an ERP integration.
On the General tab, specify the address fields for the warehouse location.

Specify a contact for the warehouse and the phone and fax numbers for the contact.
Specify this cycle information:
Cycle Freq

Specify a default cycle count frequency for newly created Item/Warehouse records. When a new Item/Warehouse record is added, this value is copied to it.

Cycle Type
Select the appropriate inventory activity to use to trigger a cycle count at this warehouse. Valid cycle types are:
- Day Frequency
- Zero Quantity
- Receipt
- Issue
Optionally, specify a value in the Dealer ID field. This value is provided by the vendor and displayed on the warranty claim paperwork.
The fields on the User Defined tab are hidden by default. If you upgraded from a previous version of Service Management, any user-defined fields implemented in the earlier version are implemented on the tab but are hidden. Your system administrator can display the fields and label them as appropriate.
Save the new record.