The Warehouse table is one of the master tables used in the Inventory module. This table allows users to search, register, maintain, and group warehouses.
Users access the Warehouse Management page from Page Search. This page provides links to the Warehouse Group page and Inventory Inquiry page, thus providing one 'navigational page' from which you can access warehouse and stock item information. The purpose of this navigational page is to provide one area where the user can go to register and maintain information about the warehouse and the stock items contained within it.
The information on the Warehouse page is used throughout the system to validate against and get specific operation conditions for inventory processes. The page itself is comprised of five sections: General Information, Management Control, Warehouse Fund Accounting, Warehouse Detail Accounting, and Default Event Types. Searching is allowed on the following fields: Warehouse Code, Warehouse Description, Parent Warehouse Code, Parent Warehouse Description, and Warehouse Location. Each of these sections is discussed in the bullet points below.
Registering a warehouse requires, at a minimum, a unique Warehouse Code, Description, Location, Account codes, Event Types, and an Accounting Method (Consumption or Purchase Method).
The General Information section records the Warehouse Code (must be unique), Description, and Location. In the case of a Child Warehouse, the Parent Warehouse Code field can also be entered. While this identifies a relationship between a child warehouse and its parent, an entry is also required on the Warehouse Group page to complete the Parent/Child relationship). Both the Location and Parent Warehouse fields provide a pick for the user, which allow you to choose valid values from the associated tables. For example, the Location pick allows the user to select a valid warehouse location from the Procurement Location page and only displays locations with a Location Type equal to Warehouse. The Parent Warehouse pick allows the user to select a valid warehouse from the Warehouse page.
If Maximo is being integrated, then the following fields must be set to indicate that inventory for this warehouse is being tracked in Maximo:
Source System – this field defaults to Advantage but needs to be set to Maximo for those warehouses that will have their inventory controlled by Maximo.
External Site – The External Site ID identifies the site associated with the external application being integrated with Advantage.
Is required if the Source System is set to Maximo.
Must be blank if the Source System is Advantage.
The Management Control section contains multiple user controls, each unique to the operation of each warehouse. These functions include:
Fields that are used to determine the minimum length of time the client wishes to retain inventory documents (Stock Requisition, Over-the-Counter, Transfer, and Inventory Adjustment) on the Document Catalog after they are closed.
The number of purchase orders used to calculate lead times for inventory replenishment.
A check box to determine if transfer issues should be included in forecasting formulas for inventory replenishment.
Additional fields in this section allow the warehouse management to determine if Backorders are accepted, or if they wish to charge for returned items and how to apply those charges, percentage or fixed amount.
Finally, this section of the page is used to record what document will be used to process Stock Issue Confirmation documents, as well as where Pick Tickets will be printed.
The Default Event Type Section contains fields that are used to determine the default event type to be used on a Requisition, Purchase Order, or Payment Request document; when a warehouse is selected on one of the previously mentioned documents, is inferred.
The Warehouse Fund Accounting Section records the seller’s (warehouse’s) information that is inferred on various inventory documents. The following COA elements are required when saving a warehouse entry: Fund, Default Object, Revenue, Department, Unit, and Default Balance Sheet Account (BSA).
The Warehouse Detail Accounting Section contains additional accounting fields that can be used within Advantage when establishing budgets.
The Warehouse Group is a separate page that is accessed by clicking on the Warehouse Group link on the Warehouse page. When the Parent Warehouse field on the General Information Section of the Warehouse table is populated for a Child Warehouse, a Warehouse Group record is automatically created. Likewise if the Parent Warehouse field is removed or modified, the corresponding Child record on the Warehouse Group page will be deleted/updated (deleted and re-added with the new relationship). When a record is highlighted on the Warehouse Group page, the user can transition back to the Warehouse table by clicking on the Warehouse link, which will display the Parent Warehouse record.