Product Warehouse Description Setup - General field descriptions
Fields are presented in alphabetical order within each section.
Click a link to access field descriptions for that section:
General
- Address
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Three lines of address are allowed but not required. If only one line is needed, specify it on the first line. The address appears on all warehouse transfers.
Note: The default length of Address 1, 2, and 3 is 30 characters. If you require larger address fields you can increase the size to 60 characters. Select the Allow Expanded Name/Address Length option in SA Administrator Options-System-Options.When you select this option, the actual displayed length of the field is not changed. If a name or address is specified that is greater than 30 characters, the field is enabled for scrolling so you can view the entire value.
- Address Override
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The Address Override setting is not editable unless you click the button. The Address Override setting is part of the Address Validation feature that ensures the address is valid for taxing. The Address Override setting is selected from the Address Validation pop-up. The pop-up window is automatically displayed from the tax-related address sections of this function if there are errors or differences. The Address Validation pop-up shows the current address side-by-side with the suggested third-party address. Third-party address is available with AvaTax and Vertex Cloud.
From the pop-up window, you can update the address. You can also select the Address Override option. This override accommodates a General Delivery address, which overrides the default behavior of the third-party's calculation. For example, AvaTax instead makes the tax calculation from the General Delivery address and avoids an error. This is beneficial when the address is not in the United States Postal Service (USPS) database yet, such as with new construction.
- City
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Specify the city in which the warehouse is located.
- Fax Phone
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The warehouse’s fax number. The fax number is free format; there are no parentheses or hyphens. If the number is long distance, specify
1before the phone number. The system does not automatically place a 1 in front of a 10-digit fax number. If the fax number is a local number, you can also specify the letter L in front of the number to indicate a local number. - Geo Code
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Specify a two-digit GeoCode if you are using Sovos GTD and VeraZip. The code is compared to the warehouse's city, state and postal code and verified by the VeraZip third party application. You can also let VeraZip load the GeoCode automatically, based on the city, state and postal code you specify. If there are multiple GeoCodes for this postal code, the lookup window is displayed for you to select the proper code.
If you use Vertex Cloud, this field is used to specify Tax Area IDs, which is the term Vertex uses for this type of information. Tax Area IDs can be more than two digits. This ID associates the address with a tax jurisdiction. If you select the lookup button on the field, the entered address information is passed to the Vertex Address Lookup call. The Tax Area ID returned is then loaded in the this field.
- Language
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Indicate if you want to define different terminology if you have warehouses in different countries. Leave this field blank to signify standard language. All other language codes are defined in SA Table Code Value Setup.
- Modem Phone
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The warehouse’s modem number. The modem number is free format; there are no parentheses or hyphens.
- Name
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The full descriptive name of the warehouse, which may relate to an actual site, building description, yard, area within a warehouse, and so on. This name is displayed on all warehouse transfers.
Note: The default length of the Name field is 30 characters. If you require a larger Name field you can increase the size to 60 characters. Select the Allow Expanded Name/Address Length option in SA Administrator Options-System-Options.When you select this option, the actual displayed length of the field is not changed. If a name or address is specified that is greater than 30 characters, the field is enabled for scrolling so you can view the entire value.
- Out of City
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This option is only used by the Sovos GTD interface.
Specify whether the location is outside of the city limits. It defaults based on the Geo code selected.
Geo codes are used to exactly pinpoint a particular address to determine a location’s taxing jurisdiction. A location’s full street address, city, state, postal code, and country are used together to determine the exact Geo code. Additionally, if a location falls outside of the city limits, you can indicate that by setting the Out of City option. This is used to determine if the location resides in any additional taxing districts.
- Phone
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Specify the warehouse's telephone number. The cursor is initially positioned on the first parenthesis, but as the first number is specified, it is automatically placed in the first available position within the parentheses. This is true for specifying the remainder of the telephone numbers as well. The numbers are automatically placed in the correct positions.
The last four characters are designated for an individual's extension, or a speed dial code. The phone number field uses the format you set up at the company level in SA Administrator Options-System. The default for the setting enables U.S. and Canadian companies to use the existing default format.
- State
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The state in which this warehouse is located.
- Zip Code
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Specify the postal code. It can accommodate ten digit numbers.
You can cross reference the postal code to the tax table defined in SA Local Taxes Setup or Tax Interface if you have purchase that integration. The Tax Table is designed to reduce the number of keystrokes required when you are setting up new warehouse records. As you specify the postal code here, it is automatically cross referenced to the SA Local Taxes Setup or validated within Tax Interface. If the proper postal code is specified, it automatically populates the City and State fields as well.
Settings
- Allow Sales
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Select this option if direct sales to customers are allowed. Generally, the products in bonded warehouses are shipped out via warehouse transfers to distribution centers and then sold to customers.
If this option is not selected, direct sales to customers cannot be made from this warehouse. When this option is not selected and an order is entered for this warehouse, the following message is displayed:
Cannot Sell Out of This Warehouse (5683)
- Authorized Replenishment Path Lookup
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The ARP Lkup option applies a) to fabrication warehouses only, and b) the warehouse cannot be a TWL-controlled warehouse [that is, the WL Live option in Product Warehouse Description Setup - General is Yes].
Select this option to default the ARP warehouse from the fabrication warehouse’s Product Warehouse Description Setup record into the Whse field when performing a product lookup in VA Order Entry.
This also opens the Whse field for entry; if it is blank, you can view product availability across all warehouses. Any product selected in the lookup must have a Product Warehouse Product Setup record in the fabrication warehouse. If not, the message Product/Warehouse Not Set Up in Warehouse Products - ICSW (4602) is displayed. You must create the product record in the fabrication warehouse, or enter it as a nonstock item.
If you do not select this option when you set up a fabrication warehouse, then, when you perform a product lookup in VA Order Entry, the fabrication warehouse defaults in the Whse field on the WhseProd lookup and cannot be changed.
- Auto Merge
- Select the Auto Merge option to generate the Transfer RRAR report for the warehouse as the receiving warehouse. This allows the Transfer Entry RRAR Merge Process Report to convert the RRAR to a transfer without you manually setting the Merge option in Transfer Demand Center Entry.
- Auto Receive Warehouse Transfers
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Select the option if this is a ship to warehouse that is set up as a fabrication warehouse, and you want to automatically receive the warehouse transfers that were created to source its components on a VA work order during Transfer Shipping Feedback Entry [or WL Entry Batch Shipping if you are shipping from a TWL-controlled warehouse].
This option is only limited to WT ties created for work orders built in the fabrication warehouse. If this option is selected, you do not need to run WT Entry Receipt of Inventory in the fabrication warehouse after the fabrication components are shipped from the distribution warehouse using Transfer Shipping Feedback Entry or WL Entry Batch Shipping. It is run automatically in WL Entry Batch Shipping Report, and Auto Rcv WTs can be selected in Transfer Shipping Feedback Entry by selecting Ship, or Ship All; AutoRcvWTs.
The fabrication warehouse cannot be a TWL-controlled warehouse [that is, the WL Live option in Product Warehouse Description Setup - General is Yes] in order to select this option.
Note: This option does not control the Auto Rcv Directs option on the Transfer Shipping Feedback Entry Ship window. You can still auto receive Direct Orders (DO) if this option is or is not selected. - Back Ties
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The Back Ties option applies a) to fabrication warehouses only, and b) the warehouse cannot be a TWL-controlled warehouse [that is, the WL Live option in Product Warehouse Description Setup - General is Yes].
Select this option to allow a back tie to be created or maintained from the VA Order Entry PO/WT Interface window. A Back tie is an additional tie to a purchase order or warehouse transfer from a warehouse transfer created to source a Value Add work order in a fabrication warehouse.
For example, if there is insufficient stock in the main distribution warehouse to fill a warehouse transfer tied to a VA work order, you can automatically create a purchase order or warehouse transfer that is tied to the original warehouse transfer. Normally, you would depend upon PO RRAR or WT RRAR processing to identify and meet this demand. However, there may be situations when you want to control where the demand is filled from and expedite the replenishment and create a second tie.
Note: Back ties can only be created for components of an Inventory Component (IN) section in VA Order Entry - Line Items. - Bank #
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Choose the bank that you want to assign to each payment type for the warehouse you have selected. Banks are set up in CR Bank Setup.
- Bill To
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Defaults to the warehouse currently being set up. Designate a bill to if the vendors were instructed to send the invoices to another warehouse. The bill-to warehouse must be previously established as a warehouse in Product Warehouse Description Setup.
For example, a home office might control payment to all vendors. Invoices should be sent to the home office rather than the branch warehouse. The bill-to address is printed on each purchase order placed from this warehouse. The bill-to warehouse automatically defaults on all purchase orders when you specify the ship-to warehouse.
- Bonded
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Select this option if this warehouse is bonded. A bonded warehouse may be a holding warehouse for international or domestic products. International products may be held in this warehouse until they pass inspection through customs. Once the products are approved through customs, they can be shipped to distribution centers or sold directly to customers. The most common usage is to ship to a distribution center and sell to customers from there.
Bonded warehouses are usually insured whether the products are international or domestic. The owner of the bonded warehouse is responsible for the products until they are shipped out. The owner may or may not be your company if the products are international. Therefore, your company is not responsible for the safety of the products until they are approved through customs and released to your company.
The personnel employed by the bonded warehouse are generally insured as well. Any damages or loss of products incurred while the products are contained within the bonded warehouse may be covered by the respective insurance company.
If you select the Allow Sales option, your company may have a city counter, cash & carry, or some means for customers to walk in and make purchases. If you are allowed to sell out of a bonded warehouse, during order entry, Bonded Warehouse is displayed at the bottom of the Sales Order Entry banner.
- Buy Group
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A buying group is a method of grouping several warehouses together for purchasing purposes. The PO RRAR allows you to generate purchase orders for one warehouse or buying group at a time. If a buyer is responsible for multiple warehouses, the PO RRAR should be generated for the buying group that may encompass several warehouses.
- Country
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Use to assign the Country of Origin; that is, where a product was manufactured, produced, or grown. You can set up Country codes in SA Table Code Value Setup.
- Customer #
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If you specify a customer number, this limits the warehouse to only the customer entered. This field allows you to set up a warehouse space either within your physical warehouse or at your customer’s that stores products for the assigned customer.
If you use 3PL functionality, you must specify a customer for this record.
- Storeroom
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This field is required if you are setting up a Storeroom-managed warehouse. Storeroom-managed warehouses are designated as such by selecting the Managed Warehouse option on the Storeroom view.
- Division
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If the Divisional option is selected in SA Company Setup, this field is required. The division numbers are set up in SA Table Code Value Setup and can designate actual company divisions or company departments.
The division on a warehouse may determine the division of a sales order depending on the selection made in SA Administrator Options-Documents-Sales Orders. Warehouses can be grouped into specific divisions on the Product trial balance reports (Product Trial Balance of Stock Inventory Report, Product Trial Balance of Non Stock Inventory Report, Product Trial Balance of Direct Orders Report) and Product Transaction Activity Report.
- Duns #
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The number assigned by Dun and Bradstreet. Used to identify the warehouse for both inbound and outbound EDI documents.
- Instructions
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The standard shipping instructions. This is a user-defined field and is useful if there is a standard set of shipping instructions for this warehouse (for example, deliver freight to north entrance). This field may be overridden during entry in Purchase Order or Warehouse Transfer.
- Price/Rebate Region
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To apply region-based pricing and rebate records to this warehouse in functions throughout Distribution SX.e, specify the region in which this warehouse is located. This setting is optional.
If specified, the Price/Rebate Region for each warehouse is included on the Product Warehouse Description Master List Report.
Pricing and rebate regions are set up in SA Table Code Value Setup - Pricing Rebate Regions. To enable the pricing and rebate records by region functionality, select the Pricing by Region and Rebate by Region in the Pricing and Rebates sections of SA Administrator Options-Product.
- Region
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Specify a region if you are grouping warehouses by geographical region. The region is user-defined. The value you specify is not validated.
The region is used to determine if regional Sell First restrictions, which can be specified on supersede and substitute records in Product Extended Product Cross Reference Setup, should be imposed on sales orders. If a region is specified on a warehouse record and that warehouse is specified on a sales order, the regional Sell First restriction requires that the available inventory of supersede and substituted products in all warehouses within the same region must be depleted before a superseded or substitute product can be sold.
The region can be used to group warehouses for reporting reasons in these reports:
- Accounts Payable
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- Vendor Purchase History Master List Report
- Vendor Service Level Analysis Report
- Vendor Margin Analysis Report
- Accounts Receivable
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- Customer Period Analysis Report
- Inventory Control
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- Product Budget Report
- Product Needs Analysis Report
- Product Return On Investment Report
- Product Surplus Stock Report
- Product Inventory Analysis Report
- Product Turnover Analysis Report
- Order Entry
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- Sales Exceptions Report
- Sales Order Register Report
- Purchase Order
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- Purchase Expedite Report
- Purchase Order Register Report
- Sales Manager
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- SM Extended Totals Product Category by Customer Report
- SM Extended Totals Warehouse/Product by Customer Report
- SM Product Category Sales History Report
- SM Warehouse/Product Sales History Report
- SM Extended Product Category Sales History Report
- SM Extended Whse/Product Sales History Report
- SM Non-stock Sales Report
- SM Rebate Report
- SM Service Level Analysis Report
- SM Sales Analysis Report
- Warehouse Transfer
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- Transfer Exception Report
- Resale #
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The resale number for this warehouse. This must be provided to vendors if the products purchased by this warehouse are resold to customers. Items being resold to customers are not charged sales tax when you purchase them. The resale number entered in this field will default on orders entered through Purchase Order Entry for this warehouse. This can be overridden if the products being purchased are not for resale.
If the products are used only for internal purposes, a resale number does not have to be provided and the vendors will charge you sales tax on those items.
- Review International Sales
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This option is part of the setup process if you are using the International export hold feature. This feature provides a simple way to ensure that sales orders that may be subject to export controls are approved by a qualified reviewer prior to being processed. Orders on International export hold are prevented from printing (on a pick ticket), shipping, and invoice processing.
- Ship To
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If you specify a customer ship to in this field, this limits the warehouse to only the customer ship to specified. Use this field to assign a warehouse space either within your physical warehouse or your customer ship tos that stores products for the assigned customer ship to.
- Ship Via
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Select the ship via for this warehouse. The ship via should be the most common form of transportation used by the vendor or another warehouse when they are shipping products to you.
The ship via defaults on each purchase order or warehouse transfer created for this warehouse but can be overridden. The ship vias are set up in SA Table Code Value Setup.
- WL Live
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Determines whether the warehouse is set up, configured, and ready for live data to be transmitted between the system and the database. Choose No during implementation and setup. When the site is ready for live processing, choose Yes to activate the interface between TWL and the system.
Select Yes if this is a live TWL warehouse.
Select No if it is not live.
Select Receiving Only to implement the RF receiving portion of the TWL module. This enables you to use the RF to receive inventory and Distribution SX.e functionality for all other processing. This setting determines what is displayed in Sales Order Inquiry, Purchase Order Inquiry, Transfer Inquiry, KP Work Order Inquiry, and VA Order Inquiry on the Warehouse Logistics view. If the warehouse is set to Rcv Only and the inquiry attempting to run the TWL connection is not a receipt, this error is displayed:
WL Interface Failed; Whse is Not Setup as Whse Logistics in ICSD (6487)
Leave blank for any other type of warehouse.
- WL Location
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Specify your TWL warehouse location. Each TWL warehouse must be associated with a location, which is configured in SA Administrator Options-Logistics-WL Locations. Set up the WL location in SA Administrator Options and assign it to a warehouse here.
- Zone
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User-defined field and for informational purposes only. Use zones to group warehouses that are close together. The PO RRAR shows surplus quantities of warehouses found in the same zone as the warehouse for which the report is being processed.
Purchasing Parameters
- Carrying Cost - Transfer
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Used if the order method for this product is economic order quantity (EOQ). EOQ compares the cost of carrying inventory with the cost of going through a warehouse transfer replenishment cycle, thereby finding the quantity to purchase that will develop the lowest outgoing cost for the item. Carrying costs defined at the product line level in Product Setup override the carrying cost specified on this record. Also known as the K cost, it is the amount of overhead expense that an average base unit accumulates during the time it sits on the shelf.
The value in this field is used by Product Administrator Month End Processing Report and by the warehouse transfer replenishment processes.
- Carrying Cost - Vendor
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Used if the order method for this product is economic order quantity (EOQ). EOQ compares the cost of carrying inventory with the cost of going through a purchase order replenishment cycle, thereby finding the quantity to purchase that will develop the lowest outgoing cost for the item.
The value in this field is used by Product Administrator Month End Processing Report and by the purchase order replenishment processes.
- Last Merge
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Indicates the last time history for the products in this warehouse were merged through Product Administrator Month End Processing Report.
- Max Weeks Supply - Transfer
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Use this field and the corresponding Min Weeks Supply to adjust the calculated EOQ quantity, if needed.
- Max Weeks Supply - Vendor
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Use this field and the corresponding Min Weeks Supply to adjust the calculated EOQ quantity, if needed.
- Min Weeks Supply - Transfer
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Use this field and the corresponding Max Weeks Supply to adjust the calculated EOQ quantity, if needed.
- Min Weeks Supply - Vendor
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Use this field and the corresponding Max Weeks Supply to adjust the calculated EOQ quantity, if needed.
- Replenish Cost - Transfer
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The cost of going through the replenishment cycle using warehouse transfers. It is calculated to a cost per base unit. If you define a replenishment cost at the product line level, it will override the replenishment cost specified on this record.
- Replenish Cost - Vendor
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The cost of going through the replenishment cycle using purchase orders. It is calculated to a cost per base unit. If you define a replenishment cost at the product line level, it will override the replenishment cost specified on this record.
- Replenish Cycle
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The number of days used to calculate the line point during Product Administrator Month End Processing Report if the ARP type is Warehouse. This is calculated as:
Line Point = Order Point + [Usage Rate * (Replenish Cycle¸ 28)]The replenishment cycle, also known as the review cycle, refers to the frequency with which a product is scanned to determine whether a transfer should be initiated with a supplying warehouse. In warehouse replenishment, this might coincide with how often a truck run is scheduled from the supplying warehouse to the receiving warehouse.
If you do not want to use this setting, leave the default as zero. Be aware, however, that the order point will be the same as the line point in this case, which could result in a stockout situation for the receiving warehouse.