Setting up item locations

Inventory Tracking

This field indicates whether stock-on-hand and related quantities for this item are kept. This field works in conjunction with the tracking flag on the item Unit-of-measure Tab of the Item form to determine which units-of-measure are individually quantity tracking.

Allow Receipts

Specify this field to allow item receipts at this location.

If you select No, then you cannot receive in Receipts (IC20.1) or create purchase orders in Purchase Order.

Allow Issues

Specify this field to allow item issues at this location.

Patient Chargeable

Select if this item is chargeable to a patient. Select Yes to charge this item to a patient when issued to a patient in a healthcare environment.

Serial Tracking

Decide if serial number tracking is required for this item. If it is required, then select one of these options:

• Select Receipts if serial number is required at the time of receiving the item and for all transactions after.

• Select Issues if a serial number is required at the time of issuing.

• Select No if the item is not serial number tracked.

UDI tracking

Decide if UDI tracking is required for this item. If it is required, then select one of these options:

• Select Receipts if UDI details are required when receiving the item.

• Select Issues if UDI details are required at the time of issuing.

Status

Select the item's status at this location.

If you change the status to Inactive, then you cannot add new transactions for this item at this location.

If you set the item location status to Discontinued, then you cannot add new item replenishment POs and IC receipts at this location, while allowing the remaining stock on hand to deplete and open POs and IC receipts to proceed.

Date Added

Specify the date that the item was added to the Item Location file. If left blank, then the current system date is used.

Consignment

Select if this item is a consignment item at this location. Consignment items are not part of the owned inventory.

If you previously identified an item as consignment on Item Master (IC11.1), then that value for the item is used in this field.

No Charge

Select if the item is a no-charge item. The default setting is No. You can use this field to define an item for inventory processing and purchasing for zero cost. The item is displayed on purchase orders and requisitions as free (no cost). You can change an item’s charge status as long as there is no stock-on-hand at the location.

Lot Tracking

Specify this field if lot tracking is required for this item. The default setting is No. If it is required, then select one of these options:

• Select Receipts if the lot number is required at the time of receiving the item and for all transactions after.

• Select Issues if the lot number is required at the time of issuing.

You can select only one other tracking method (serial number or lot) in addition to inventory and bin tracking.

The values for lot tracking and serial number tracking default from the item master, but you change them for a specific item location.

Bin Tracking

Specify this field to define bin tracking for the item.

You can assign a preferred bin and storage code to bin-tracked items.

Preferred Bin

If the Bin Tracking flag is set to is set to Yes, then you can select a preferred bin. The preferred bin is used as the default bin when you process item transactions.

Storage Code

If the Bin Tracking field is set to Yes, then you can select a bin storage code. Storage codes, which are defined in Storage Codes (IC15.1), define bin limitations.

Purchase Taxable

Select Yes to indicate that tax is added to the item at the time of purchase at this location. If this field is blank, then the default value is defined on the purchase order: Item Master (IC11.1).

Purchase Tax Code

Select a tax code if the item is taxable. Tax codes and tables are set up in Tax. You can specify the purchasing tax code in Item Master (IC11.1). This field indicates the tax table from which to extract tax data. The tax code defined in Item Master (IC11.1) is the default setting of this field, which you can override for this location.

Sell Taxable

Select if the item sales are taxable. The default setting is No.

Sell Tax Code

Select a sell tax code. The tax codes are defined in Tax. The sell tax code determines the tax table from which to extract tax data.

Buyer

Select a buyer code defined in Buyer (PO04.1). The buyer code represents the person responsible for maintaining item stock at this location.

You can print the Inventory Reorder Advice (IC225) for a single buyer or in buyer sequence. This report shows any item that has an available quantity that is less than the reorder point defined in Item Location (IC12.1).

Movement Class

Select the item's movement class. Movement classes define item use by volume. You can select items for count by movement class in Select Ids (IC70.1). Usually, items assigned to Movement Class 1 are more controlled than items assigned to Movement Classes 2 and 3. You can analyze items by movement class on several reports.

Inspection Required

Select whether inspection is required. The default setting is No.

Select Yes if the item requires a receipt inspection at this location. If required, a message is printed to indicate the requirement. The message is printed on the Receiving Document (PO130) when the item is received on a purchase order in Purchase Order.

Forecast Number

Select the item's forecast number defined in Forecasts (IC19.1). You can print item forecasts in Forecast Listing (IC219).

Special Cycle Count

Specify the value X if the item requires a special user-defined physical inventory cycle count. For example, you may want to count a certain group of items every 15 days. For items that are flagged for special cycle counts, you can do a selection in Select Ids (IC70.1).

Date

Specify the date on which a Material Safety Data Sheet (MSDS) must be received from the item's vendor. This date is updated and calculated one year after the last MSDS is received in Purchase Order. This date is used if the MSDS Required field is set to Yes in Item Master (IC11.1).

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.

If you replenish an item from another bin, then use Bin Reorder Policy (IC38.1) to define the bin reorder information.

Specify this information:

Reorder Policy

Select the method of reordering.

Fixed Order Point (FOP) replenishes inventory when an item's available quantity falls below a reorder point.

Reorder Document

Select the manner in which this item is reordered. Before you run Finished Good Replenishment (IC143), select W-Work order.

Reorder Point Code

Select the way in which the reorder point quantity is determined. This field is used only if the Reorder Policy field is FOP (Fixed Order Point).

Reorder Point

Specify a reorder point if you selected Fixed Reorder Point in the Reorder Point Code field.

Transaction Default UOM

If the unit of measure differs from the unit of measure in which the item is stocked, then you must specify the transaction unit of measure. This unit of measure is for transactions that do not produce a purchase order. For those transactions that do produce a purchase order, a buy unit of measure is used.

Source UOM

Specify a valid UOM for this item to be the default on requisitions and purchases that replenish this location. The Source UOM is enforced on requisitions, except when overrides are allowed on the IC Company (IC01.1), and provide a default for POs. The Source UOM overrides any Item Master (IC11.1) or Vendor Item at this location. If a Vendor Agreement Buy UOM (PO13) is also used,then the Source UOM must match.

Reorder Quantity Code

Select the way in which to determine the quantity ordered.

F (Fixed Reorder Quantity) orders a fixed quantity that you specify.

E (Economic Order Quantity) balances the cost of ordering against the cost of stocking an item. This quantity is calculated by Economic Order Quantity and Reorder Calculation (IC120).

D (Difference Quantity) orders the difference between the available quantity and a specified reorder point.

M (Maximum) orders the difference between the available quantity and a maximum order quantity.

Reorder Quantity

Specify the reorder quantity if you selected the Fixed Reorder Quantity in the Reorder Quantity Code field.

Order Multiple

Specify the order multiple. The reorder quantity should be a multiple of this quantity.

Maximum Order

Specify the maximum order quantity.

Minimum Order

Specify the minimum order quantity.

Safety Stock

Specify the quantity of stock that you always want on hand. Use this field with the TPO reorder policy.

Economic Order Quantity

Specify the EOQ (Economic Order Quantity). To have the system make this calculation, select Yes in the EOQ Update field of Economic Order Quantity and Reorder Calculation (IC120). This is a calculation that checks the cost of carrying the item in inventory to determine the ideal quantity to order.

Replenishment button

Specify multiple sources of replenishment and assign each a priority.

Manufacturer Information

Select the code defined in Manufacturer Code (IC14.1) for the manufacturer of an item.

In the second field box, specify the user-defined code indicating which division of a manufacturer is tied to an item.

Specify the identifier that the manufacturer has assigned to an item in the third field box.

Automatic Purchasing

Select Yes to automatically create a purchase order to replenish this item.

Receiving Days

Specify the number of days to it takes to process receivings until they are ready for shipment.

Average

Specify the average leadtime days. This value is the average of the last and previous leadtime days if this field is system-calculated.

Control

Select the code that determines how the leadtime number of days is maintained.

Standard Cost

Specify the standard cost for the item, if you selected the Standard Costing method when setting up your company in Company (IC01.1).

Future Standard Cost

Specify the future standard cost for the item, which can replace the standard cost at this location by running Standard Cost Valuation (IC125).

Market Price

Specify the price that the item goes for on the open market, 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.

Specify this information:

Minimum Quantity

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

Maximum Quantity

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

Create PO

Select whether all order lines for this item location are to create purchase orders.

Select Yes to have order lines added for this item at this location added as non-inventoried items.

Select No to have no value default to the order.

Drop Ship

Select whether all order lines for this item location are to be flagged as drop ship orders.

You must set the Create PO field to Yes to enable this option. Select No to have no value default to the order.

Allow Returns

Specify this field to allow item returns in the Order Entry application. When adding a new item location and the field is left blank, other programs interpret the value as Y (Yes). If the item group to which this field is associated is set to audit changes, then any change to the value of field prompts the system to audit the field.

Return Date

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

If the item group to which this field is associated is set to audit changes, any change to the value of field prompts the system to audit the field.

If you have Infor Process Automation, then a service is available for notification of an add, change, and deletion of item locations. See the LPA Services for Infor Lawson Reference Guide.