Enter a code of up to six characters to identify the location. The code can include letters and numbers, but no spaces.
Enter the location's street address in the spaces provided.
Enter the name of the city where the inventory location is found.
Enter the name of a contact person or a position at the inventory location.
Enter the name of the country for the location.
Enter the e-mail address for the location.
Select this option if you do not want to assign this location to any inventory items.
If you make a location inactive, you are still allowed to add items to it, however, you cannot post transactions for items that have been assigned to an inactive location.
You would primarily use the option when you decide to delete a location, and want to ensure no further inventory records are assigned to it.
You can change the option from Inactive to Active at any time.
This is an information field in which Inventory Control automatically inserts the date of the last change made to the record. You do not fill in this field.
Choose whether this is a physical or logical inventory location. (A logical location cannot receive or ship goods. It can only be used as a goods-in-transit location.)
Enter the name of the state or province for the location.
Enter the telephone and fax numbers for the location.
Enter the location's zip code or postal code.
Select this option to specify that all the items you are adding to the location can be used in transactions at the location.
You must assign an item to a location before you can:
- Add (receive) the current quantity and cost for the item at the location.
- Transfer any goods to that location or use the location for goods in transit.
Before you can post transactions involving an item at a location, such as receive the item at the location, you must do one of the following:
-
Select the Allow Items At All Locations option in the I/C Options screen.
-
Assign the item to a location (an item can be assigned to more than one location).
From. Enter the first item code or use the Finder to select the beginning of the range of items to assign to the location.
To. Enter the last item code or use the Finder to select the end of the range of items to assign to the location.
Use this option to indicate the type of range you want to specify in the From and To fields when you select items to be assigned to the location.
Item number. You must specify a range of item numbers.
Category code. You must specify a range of category codes.
Item segment. You must specify a range of item segments.
Picking sequence. You must specify a range of picking sequence numbers.
Optional field. If you added any optional fields to the Items tab of the Options screen, the titles of these fields appear in this list for you to select. If you select an optional field, then you must specify a range appropriate for the field.
Use this column to specify whether an item is allowed to be used in transactions at the location. Press any key in the field or double-click the field to toggle the response between Yes and No.
This column displays the description entered in the Items screen for the item number.
Enter the item number to add to the list or select the number from the Finder.
Select this option if you want to replace (override) segments in general ledger accounts when you generate Inventory Control transactions involving items stocked at this location.
Enter a code or use the Finder to select the general ledger segment code with which to replace each general ledger account segment.
Inventory Control lets you replace (override) segments in general ledger accounts when you generate Inventory Control transactions involving items stocked at this location.
Select each account segment that you want to replace in the general ledger account references when you post transactions for items at this location.
Overview
You use the I/C Locations screen to:
- Set up a record for each location where you stock inventory items.
- Designate locations as physical or logical (that is, used as goods-in-transit locations).
- Override general ledger account segments for an item's category and account set with General Ledger segment codes (typically to indicate the location of the item).
- Assign items to locations (if you do not use the Allow Items At All Locations option).
Address Tab
Use the Address tab to enter the name, address, phone and fax numbers of the location, and to set the location's status to inactive.
You also use this tab to specify whether an inventory site is a physical or logical location. (A logical location cannot receive or ship goods. It can only be used as a goods-in-transit location.)
Contact Tab
On this tab, you specify the name, telephone number, fax and e-mail address of the main contact person at this location.
Integration Tab
On this tab, you specify whether to replace (override) segments in general ledger accounts when you generate Inventory Control transactions involving items stocked at a location.
Items Tab
This tab appears only if you do not use the Allow Items At All Locations option on the I/C Options screen.
On this tab, you assign item numbers to a location and specify which of the assigned items can be used in transactions at the location.