Adding a New Warehouse

The following procedure details the steps required in order to add a new Sales Office/Warehouse to your system:

  1. CC96 - Create record for the new Sales Office/Warehouse location. CC96 will automatically add to the string of secondary locations as displayed in CC00/Inventory Control.

  2. CC00/Invoicing/General Ledger - Build GL Distribution table for Invoicing. This table is read to extract the correct Sales, COS and Inventory accounts to be updated for Customer sales (IN44). The key to the table is: Sales Office (Whse) + Product's GL Code + Customer's Type.

  3. CC00/Purchasing/General Ledger - Build GL Distribution table for PO Receiving (only if Receipts Accrual option is ON). This table is read to extract the correct Inventory account to debit for stock received (PO64). The key to the table is: Whse + Product's GL Code.

  4. IM44 - Build GL Distribution table for Inventory Adjustments. This table is read to extract the correct Inventory Adjustment and Inventory Control accounts to be updated for Inventory Adjustments (IC51).

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
    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 not required then transfers may simply be processed as Inventory adjustments using Enter Inventory Adjustments (IC50/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:

Customer Code - Assign as '#' + Sales Office/Whse Number (e.g. #01 for whse 01)
Class of Trade - Must be WHS or STO
Sales Office - Must match the Customer Code (e.g. 01)
Customer Type - Set to '9'

    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.

Update Bookings - (Client Decision)
Update Unit Sales - N
Update $ Sales - N (triggers 100% discount on detail line)
Update COS - Y (Must be set to 'Y' even though COS account is not updated)
Update Qty On Hand - Y

    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.

 
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