Setting up cart or par locations

You need to set up each par location or exchange cart before you can process inventory. This procedure explains how to set up these locations.

To set up cart or par locations

  1. Access Cart, Par Location (IC81.1).
  2. Define header and line information.

    Use the following guidelines to enter field values:

    Company

    Type or select a company.

    Par Location

    Type the name of the par location.

    Copy from Location

    Select a cart or par location to copy to another cart or par location.

    Location Type

    Select the type of location (exchange cart or par location).

    Single Document to a PO

    Select whether to create one purchase order from one requisition.

    From Company

    Select a From company which is the source of the replenish items.

    From Location

    Select a From location to replenish the items.

    GL Category

    Select a general ledger category for this cart/par location at the header level, if you want to assign a general ledger category for all items. If you do not enter a general ledger category here or at the item level, the general ledger category defaults from the From location.

    Shelf Location

    Type or select the shelf location for the item.

    Item

    Select the item belonging to the par location.

    Par Level

    Type the par level for this location. This level acts as the reorder point.

    UOM

    The default transaction unit of measure for this item at this location.

    Chrg

    Select whether this item at this location is chargeable to the patient.

    GL Cat

    Select a general ledger category for this item. This overrides the general ledger category from the cart/par location or the general ledger category from the From location in the header.

  3. Optional. Click the More button to display cart/par location item detail.
    1. On the Replenish tab, determine the replenishment options.
      Primary Vendor and Purchase From Location

      Select these fields to replenish from a specific vendor and the vendor's purchase from location.

      From Company, From Location, and From Bin

      Select these fields to replenish from a different From company, From location and/or bin.

      Suggested Par Level

      Type the suggested par level. This quantity is calculated by running Par Location Utilization (IC182). Updating suggested par levels

      Minimum Order

      The minimum reorder quantity lets you limit when a replenishment requisition line is created for a par location.

    2. On the User Fields tab, enter user-defined fields for the Item Location file.
    3. On the Miscellaneous tab, use the following guidelines to enter field values:
      Standard Cost

      Type the standard cost for the item at this par location.

      No Charge

      If you select Yes in this field, the item's cost is zero. No charge invoices are not passed to the Accounts Receivable application for collection.

      Status

      Select whether the item at this location is active or inactive. If it is set to Inactive, no transactions can be entered for this item at this location (transactions already in process can be completed).

  4. Optional. Click the Change button to add, change, or delete par locations for a specific item.
  5. Choose the Add form action to add the cart or par location.

    If you have Infor Process Automation, a service is available to add, change, and delete a par location. For information, see the LPA Services for Infor Lawson Reference Guide.

Related topics