Setting up Inventory Locations (ILC) - General

  1. Specify this information:
    Location Code
    An identifying code for the location. This might include part of the address, the description of the type of items it holds, or its storage characteristics. For example, BLACK3 may store the color black of the product in size 3 containers.
    Short Heading
    The short heading, which is used where space is limited. If this is blank it defaults to the first characters of the description.
    Status
    Each static data record contains a status code that determines the current processing status of the record. A status is assigned to each static reference record, for example to every account, asset, customer and supplier. It determines the current processing status of the record.
    • Open - this status is set automatically when you add a new record, for example, if you create a new account. Open items are available for input, inquiry, processing and reporting.
    • Hidden - a record with a hidden status does not appear on any inquiries but is available for input, processing and reporting.
    • Suspended/Held - a suspended record.
    • Closed/Completed - a closed record cannot be used for input or processing. For example, you cannot post transactions to a closed account or analysis code.
    You can alter the status of a record at any time. You must use the options on the Action menu to change the status.
    Description
    The full name or description of the data item or record. This is used to identify it on reports and inquiries.
    Lookup Code
    A lookup code can be used to find a record, as an alternative to the record code. It is often set to a shortened version of the description. It is particularly useful if a record is often referred to using different codes. For example, the Chart of Accounts code for Fuel Expenses is 75201 and the Lookup Code is set to FUELEXP.
    Warehouse Code
    If required, you can link a warehouse to this location by entering its code in this field. If you want to do this, the warehouse must already have been set up in Warehouse Setup (WHS). When the warehouse code is entered, its description is shown automatically.
    Zone Code
    If required, you can link a zone to this location by entering its code in this field. If you want to do this, the zone must already have been set up in Inventory Zones (IZN). When the zone code is entered, its description is shown automatically.
    Location Name
    A name to identify the location.
    Data Access Group Code
    The data access group code.
    Location Locked
    If this box is checked the location is locked.
    Reason Code
    The reason why the location is locked. The reason code must already have been set up in Reason Codes (RSC). When the reason code is entered, its description is shown automatically.
    Quarantined
    If this box is checked the location is quarantined, which prevents allocation but allows transfers, and is included in the unlocked balance.
    Suppressed
    If this box is checked suppressing items is allowed, which means they are ignored in inventory counts.
  2. Save your changes.