Related topics
- About IBS Warehouse Management
- Setting up IBS Warehouse Management
- Setting up the basic data and warehouses for IBS Contract Managed Inventory (CMI)
- Setting up the stock ownership functionality
This panel displays information related to IBS Warehouse Management. You can add, change or delete information.
Function keys
General information
In the fields below, define general information for the item/warehouse combination.
- Activate WHM
- Indicate if the item/warehouse should be active in IBS Warehouse Management processing. This code cannot be changed to NO if IBS Warehouse Management activity currently exists for this item/warehouse. Note: This field cannot be set to YES if the item is fictitious, or if the item is of cost type 4 (serial number cost).
- Location group
- Optional entry. Enter a code from Work with warehouse location groups indicating if you want to associate the item with a location group. If this field is completed, then the item will be put to locations with the same location group.
- Assign to group only
- If a location group is associated with this item, the Location group field is YES, then indicate if the system should only suggest locations with the same location group. If you enter NO, and all locations with the same location group are full, then the system will suggest the best available location without any location group assigned to it.
- Put to one location
- Indicate if the system should put away items to one location. If YES, the put away suggestion will try to find one location for the put away. If NO, the put away suggestion is more likely to split the put away to several locations for a single item.
- Put to existing loc.
- Indicate if items should be put away to an existing location for the item. If NO, the put away will never be suggested to a location where this item already exists, unless the location has been assigned by item or it is a bulk location.
- Put to occupied loc.
- Indicate if items should be put away to an occupied location. If NO, the put away will never be suggested to a location where another item exists unless it is a bulk location.
- Default put unit
- Enter the put away (reception) and put away from bulk unit that should be used as a default when storing the item. The default put away unit is printed on the suggestion printout and will be used to find the best suitable location in the warehouse. If you access the Location types panel in the Item file, then you are able to view which location types are considered for put away.
- Pick rule
- Enter the pick rule to be used when pick suggestions have been created.
Value Description 1 Pick priority sequence 2 FIFO sequence 3 Quantity sequence 4 Pick priority, overreservation. This pick rule allows reservations in item assigned locations even if the specified quantity is not available. The quantity must, however, be available in the warehouse or be suggested for replenishment. Note: The Overreserv allowed field must be set to YES in Work with warehouse locations.
Note: For batch controlled items, the Batch selection rule field on the Item file maintenance, Inventory information panel controls if and how to select batches during picking.
- Partial repl unit
- Indicate if full pallets should be picked when replenishment suggestions have been created.
- Max overstock loc
- Enter the maximum number of overstock locations that should hold stock for this item. When the primary locations defined for the item are occupied, remaining quantities will be put away to overstock locations. Put away suggestions will only be created for overstock locations until the maximum value defined in this field is reached.
- Location/int owner
- This field is only displayed if the STKOWNER (Stock Ownership) functionality is activated in the Function control file.
When you have several internal owners of the items that are included in your standard stock at your warehouse site, which requires that a physical warehouse is set up, and you use locations in your physical warehouse, you can set the system up as you see fit when it comes to the owner of the locations in your warehouse, choosing from the following three possibilities:
- No owner per location
This is the easiest and most efficient way to run stock ownership, and is the advantage with stock ownership. This kind of setup is applicable when you do not wish to keep track of the location owners and, thus, be able to just place the items in any location. The physical warehouse will hold the total quantity for all logical warehouses that are linked to the physical. You do not want to keep control over which location in the warehouse belongs to which owner. - Owner per location, but no owner restriction
This kind of setup would be applicable if you do not want to mix the owners of goods in locations and you do not care in which location the goods are placed, but you do want everything that is placed in one location to be owned by one owner, regardless of the owner. - Owner per location, with owner restriction
If you want to place stricter control over the owners of your locations, you can set the system up with location owner groups. It will still only be possible to have goods belonging to one owner in one location, but you can control which owner will be allowed to store the items in that location.
If you want to have control over the owner per location (2 or 3) on item/warehouse level, which would override any setting on warehouse level (in the Work with warehouses file), set this flag to YES here.
- No owner per location
- Location/ext owner
- This field is only displayed if the STKOWNER (Stock Ownership) functionality is activated in the Function control file and is applicable for the Contract Managed Inventory functionality (if the IBS Contract Managed Inventory (CMI) application is activated).
If you plan on storing/selling items for the following types of Inventory contracts:
- Customer Deposit Stock (CDS) at your (the wholesaler) warehouse site
- Supplier Consignment Stock (SCS) at your (the wholesaler) warehouse site
and you have several external owners of the items in your stock, and you allocate your stock into locations in your physical warehouse, you can set the system up as you see fit when it comes to the owner of the locations in your warehouse, choosing from the following three possibilities:
- No owner per location
You do not wish to keep track of the location owners and the items will just be placed in locations. The physical warehouse will hold the total quantity for all logical warehouses that are linked to the physical. You do not want to keep control over which location in the warehouse belongs to which owner. - Owner per location, but with no owner restriction
This kind of setup would be applicable if you do not want to mix the owners of goods in locations and you do not care in which location the goods are placed, but you do want everything that is placed in one location to be owned by one owner, regardless of the owner. - Owner per location, with owner restriction
If you want to place a more strict control over the owners of your locations, you can set the system up with location owner groups. It will still only be possible to have goods belonging to one owner in one location, but you can control which owner will be allowed to store the items in that location.
If you want to have control over the owner per location (2 or 3) on item/warehouse level, which would override any setting on warehouse level (in the Work with warehouses file), set this flag to YES here. Note: An equivalent flag exists on business partner level, which takes precedence. If that flag is set for the customer or supplier, it will override any setting here or on warehouse level.
- Stock take/owner
- This field is only displayed if the STKOWNER (Stock Ownership) functionality is activated in the Function control file and is applicable for both the Stock ownership functionality and the Contract Managed Inventory functionality (if the IBS Contract Managed Inventory (CMI) application is activated).
This flag determines how you want to apportion any stock count difference among the internal and external owners. It is strongly recommended that you set this flag to YES when you have external goods in your physical warehouse. This is due to the fact that if you have the same item, that is internally owned, in the physical warehouse you would most likely not want any external owner to take the loss in the event that the counted quantity is less than what the files indicate.
Storage
In the fields below, you define where items should be stored in the warehouse.
- Receiving location
- This field is used as a default when items are placed in the warehouse using the put away. This receiving location can be overridden at the time of goods reception document printout. The receiving location can also be entered on warehouse level. If receiving location is not used, then the items will be put away using the put away rules.
- Process location
- This field is used if the item should be put to a process location before being put out to the “normal” stock (e.g. labelling/repack, etc). When a put away from bulk is done from the receiving location, items that have a process location will be suggested to be put to this location.
- QC rec location
- This field is used for items using the quality control function. Enter the QC receiving process location. This QC location can be overridden at the time of goods reception document printout. The QC receiving location can also be entered on warehouse level.
- Cust return location
- Enter the zone and location that are used to store goods that have had Non-conformity certificates (NCC) issued to them and all other goods that have been either rejected by quality control inspections or returned by your customers. NCC zone and location information is defined on the NCC locations panel in Work with warehouses.
- Transit location
- Only shown if BtB feature is set to YES in the DIS control file. Enter the transit zone/location that has been defined for this record. A transit location is defined via two programs:
- Work with quantity types, and
- Work with stock category/quantity types.
Some quantity types are preloaded. To be valid a transit location must be defined with a stock category connected to a quantity type set to 9.
- Cross docking
- Indicate if you want cross docking for this item.
- Only at stock out
- Mandatory entry if Cross docking is YES. Indicate if cross docking should be processed only at stock out or always.
- If you set this field to YES, and the item balance > zero, and there are open sales orders within the cross docking days, then the cross docking put away will not be processed.
- If you set this field to YES, and the item balance = zero, and there are open sales orders within the cross docking days, then the cross docking put away will be processed.
- If you set this field to NO, then the cross docking will always be processed when there are open sales orders within the cross docking days.
Note: For batch controlled items, this field must be set to YES.
- Cross dock process
- Mandatory entry if Cross docking is YES. Indicate how the cross docking should be processed.
Panel value Description Additional information 1 Staged cross docking A check whether cross docking is needed is performed after goods reception during the put away from bulk process. Cross docking locations are suggested for the needed quantity. 2 Direct cross docking A check whether cross docking is needed is performed first and the requested quantity is suggested into a cross docking location, whereas the remainder is suggested into a stock location according to the put away rules. Cross docking can be received into the cross docking receiving area and from there the put away will take the goods into a forward picking area (random cross docking) or into the normal picking area based on the warehouse setup. The cross docking receiving area can be skipped and the put away is processed directly into a forward picking area.
Note: The put away priority in combination with whether cross docking is allowed or not, determine if the location is valid for the cross docking put away. See Cross docking scenarios for more information.
- Cross dock location
- Optional entry. Enter the location where you want this item stored during cross docking. The location must exist in Work with warehouse locations. If you complete this field, then it will override the cross docking location entered in Work with warehouses. In turn, the cross docking location entered in this field can be overridden if entered on the Replenishment order line reception, Reception note printout, or Create reception note panels. Note: The cross docking location must be a bulk location.
- Cross docking days
- Optional entry. Enter the number of days you want for cross docking for this item. If you complete this field, then it will override the cross docking days entered in Work with warehouses. The number of cross docking days entered in this field can be overridden if entered on the Replenishment order line reception, Reception note printout, or Create reception note panels.
Item file maintenance, Warehouse management (WMR00502)
This is the second panel for defining parameters concerning IBS Warehouse Management.
Function keys
Size & storage
In the fields below, define size and storage information for the item/warehouse combination.
- Dimension 1
- Enter the measure for the product’s Dimension 1 (e.g. Width).
- Dimension 2
- Enter the measure for the product’s Dimension 2 (e.g. Depth).
- Dimension 3
- Enter the measure for the product’s Dimension 3 (e.g. Height).
- Location Width
- 1 1 2 2 3 3
The three Location fields indicate the possible way to store an item with 3 dimensions (rotating the items) in a location.
- Location Depth
- 2 3 1 3 1 2
The three Location fields indicate the possible way to store an item with 3 dimensions (rotating the items) in a location.
- Location Height
- 3 2 3 1 2 1
The three Location fields indicate the possible way to store an item with 3 dimensions (rotating the items) in a location.
- Valid storage
- If you set any of the fields to YES, then the item can be stored in this location according to the width, depth and height relation defined for Dimensions 1-3. If you set any of the fields to NO, then storage is not possible for the combination.
This information can be used to indicate, for example, if a box should be stored standing up rather than laying down. This will later be used when calculating the number of items that will fit in different locations.
- Min. loc capacity
- This field is used when auto assigning location sizes. Enter the minimum location capacity indicating the minimum number of items that should be stored in this location. The auto assignment will not activate location sizes for a location where less items, than entered here, can be stored.
- Max. loc capacity
- This field is used when auto assigning location sizes. Enter the maximum location capacity indicating the maximum number of items that should be stored in this location. The auto assignment will not activate location sizes for a location where more items, than entered here, can be stored.
- Aut pallet creation
- Indicate if pallets should be automatically created when a put away suggestion is generated.
- Pallet type
- Enter the default pallet type to be used when pallets are automatically created. Note: The pallet type must exist in Work with pallet types and must have the same Unit of measure as set up for this warehouse.
- Quantity in pallet
- Only mandatory if the Aut pallet creation field is set to YES. Enter the number of stock units in the default pallet.