Creating Item Stockroom Locations

  1. Open the Item Stockroom Locations form.
  2. Specify this information:
    Warehouse
    Select the warehouse where the item is to be located.
    Name
    The name of the warehouse is displayed.
    Item
    Select the item for which you are creating the record.
    Description
    A description of the item is displayed.
    Total Quantity On Hand
    The total quantity of the item in all nettable stockroom locations is displayed.
    U/M
    The unit of measure used for the item is displayed.
    Lot Track
    If the item is lot tracked, this check box is selected.
    S/N Track
    If the item is serial tracked, this check box is selected.
    Issue By
    The method used to issue the item is displayed.
    Rank
    Specify the rank of the new stockroom location. The primary location has a rank of one.
    Location
    Select the stockroom location for the item.
    Description
    A description of the location is displayed.
    Location Type
    The location type is displayed: stock or transit.
    Non-Nettable
    Select this check box to identify the item as non-nettable at this location. Non-nettable stock has these restrictions:
    • You cannot ship from a non-nettable location.
    • If you attempt to withdraw from a non-nettable location using a negative value for a Purchase Order Receiving transaction or a negative value for a RMA Return Transaction, a warning message is displayed, but you can still process the transaction.

      You cannot process other attempts to withdraw from a non-nettable location.

    • MRP and APS do not use the non-nettable quantity in calculating requirements.
    Permanent
    Select this check box to identify a location as permanent.
    Rental Inventory
    Select this check box if inventory in this location should be available to be placed on rental contracts.
    On Hand
    Specify a beginning quantity on hand.
    (U/M)
    Select the unit of measure for the quantity on hand.
    On Rent
    The total of the quantity on the Contract Lines form for the current item, warehouse, and location combination that are checked out for rent.
    Available to Rent
    The total quantity available to rent is displayed. This amount is found by subtracting the quantity on rent from the quantity on hand.
  3. On the Costs tab, these fields are populated based on the item:
    • Cost Type
    • Cost Method
    • Unit Cost
    • Total Cost
    • Material Cost
    • Labor Cost
    • Fixed Overhead Cost
    • Variable Overhead Cost
    • Outside Cost
  4. On the Material Transaction tab, specify this information:
    Transaction Date
    Select a date for the transaction, or use the current date.
    Transaction Type
    The transaction type code and description that identify the stockroom location function being performed is displayed.
    Reason
    Select the reason code for the transaction.
    Description
    The reason code description is displayed.
  5. On the Accounts tab, the account codes are populated based on the product code. Optionally, select different codes for these accounts:
    • Material Account
    • Labor Account
    • Fixed Overhead Account
    • Variable Overhead Account
    • Outside Account
  6. The Totals tab shows these derived totals for the item across all locations:
    • Total Reserved Orders
    • Total Non-Nettable Stock
    • Total Rental Stock
    • Total On Rent
    • Total Available to Rent
  7. Save the record.
Note: The Permanent check box marks a location as permanent or temporary. If the location is temporary, the item stockroom location is automatically deleted when the On Hand quantity becomes zero through any of these transactions:
  • Sales Order Shipping
  • Purchase Order Receiving
  • Warehouse Transfers: Ship, Receipt, or Combined
  • Quantity Move
  • Quantity Adjustment
  • Miscellaneous Issue
  • Miscellaneous Receipt
  • SRO Receipt
  • SRO Material Issues
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