Creating Item Stockroom Locations When Entering Transactions

You can use the Item Stockroom Locations form to create a record of every location where an item is kept. However, you can also create stockroom locations for an item when you are entering transactions. For example, you may be in the middle of a receiving transaction and decide you want to receive an item to a location that does not currently exist on the system. The system supports you in adding locations during the following transactions:

NOTE: The same logic also applies to data collection transactions. You can also create locations when entering transactions from the list above.

The system does not allow you to add locations for the following transactions at the time of entry:

Logic Used by the System When Creating Item Stockroom Locations Automatically

With Lot Tracking

If you enter a location and lot that does not exist on the Item Stockroom Locations form but for which the stock location code is valid, you are prompted to confirm the new stockroom location/item combination. The record is then created using the defaults from the item's product code or the G/L account numbers. The Permanent check box is cleared. The settings for the Non-nettable and Type fields default from the stock location code.

If the item stockroom location exists for the location but the location/lot does not, then the defaults used for creating the new location are taken from the first item stockroom location record. These include the G/L account numbers, Permanent flag, Non-nettable flag, and Type. You are asked to confirm the new item stockroom location.

Without Lot Tracking

You can create item stockroom locations when entering transactions if you are not using lot tracking. You can key this new location and it will be created using the defaults from the product code of the item for the G/L account numbers. The Permanent check box is cleared. The settings for the Non-nettable and Type fields default from the stock location code. You are asked to confirm the new item stockroom location.


Related Topics

Item Stockroom Locations