Adding a New WarehouseThe following procedure details the steps required in order to add a new Sales Office/Warehouse to your system:
For programs that are Warehouse applicable (e.g. IC45, PO40, PO60) the new Warehouse will automatically begin displaying in the Warehouse selection window. You can select the desired Warehouse via 'Options - Warehouse' in these programs.
Warehouse Selection window
You can set the default Warehouse by Operator by selecting the desired Warehouse and then clicking on Make Default on this window.
Upon entry into the Order Entry/Invoicing programs, a window is automatically displayed for selection of the desired Sales Office. The default Sales Office can be set by Operator in program CC03.
Set Up Related to Warehouse Transfers:
Three options are available when processing stock transfers:
If a Picking Slip is required, then the transfer is processed through Order Entry/Invoicing. Each Warehouse is set up as a Customer. When the no-charge Invoice is processed, Inventory is reduced in the sending Warehouse. Depending on the stock transfer method used, Inventory is either updated immediately in the receiving Warehouse (direct transfer method) or it is put in-transit until the shipment is confirmed by the receiving Warehouse (in-transit transfer method). For more information on Inventory Transfer Methods, click here.
SU13 - If a Picking Slip is required for stock transfers between locations, each location must be set up as a Customer. The following rules must be followed:
IN02 - Set up Special TAT Codes. Two TAT codes trigger special transfer logic if they are assigned to an Order/Invoice detail line. Code WHS considers goods 'in-transit' until they are posted as received by the destination Warehouse. Code TRN updates quantity on hand in the destination Warehouse at the same time as reducing quantity on hand in the sending Warehouse.
Note: Direct vs In-transit Method of Transfer: If the Customer's COT code = WHS, then the TAT code on all Order detail lines will be automatically set to WHS, which invokes the In-Transit transfer method. If the Customer's COT code = STO, then the TAT code on all Order detail lines will be automatically set to TRN, which invokes the Direct Transfer method.
Set Up Related to Order Management:
If you intend to ship out of the new location and you are using Order Management, then you must set up the Threshold Percent Table for the new location in CC00/Order Entry/Order Management Parameters.
Set Up Related to Multi-Bin Environments:
If you intend to use the Multi-Bin Functionality in the new location, then you must initialize multi-bin in CC00/Options/Multi Bin Warehouse Control and then create bins in program WH10.
Set Up Related to Service:
If the new location is to be set up for Service and Repair, add it in Sales Office SE01.