Overview
Inventory Location ID’s are used to identify specific locations within a Division/Site where inventory is received, held, and issued from. Location IDs are defined by a Location Code, Description, and Type. The type of location determines whether Material is seen as available for Work Orders, Sales Orders, and Subcontract Purchases. Locations can be established for Vendor-managed Material, Outside Operations, or Consigned.
The Inventory Location ID works in conjunction with Location Numbers to provide a complete 'location identifier' for inventory items.
Terminology
Backflush: Auto-issuing components based on receipt transactions – WO Receipts or PO Receipts of Subcontract Items. Items established as 'backflush' items will be issued in quantities based on the Engineering quantity per times the quantity being received (WO Receipt or PO Receipt of Subcontract Item). Backflushing is often used for lower-cost items, such as hardware, to avoid the need for manual issuing.
Consigned: Customer-owned material. Customers may, at times, supply material to be used for rework or manufacturing items they purchase. This material holds no value for the Company/Division as it belongs to the Customer. However, it may be planned by MRP, tracked in inventory, and issued to Work Orders. Rootstock handles this situation through the use of Consigned Inventory locations.
Application
A Site may be separated into multiple Stock Locations for a more defined view and increased level of control of the physical inventory within a Site. At least one Stock Location ID defined as "On Hand Inventory" must be defined.
Division / Site Relationship
A Stock Location ID represents a physical location within a Site.
Vendor Location
Select if this Inventory Location ID represents inventory stored at a Vendor Location.
Backflush Location
Select to enable backflush transactions to be processed from this Inventory Location ID.
Navigation
Inventory Location IDs
This path takes the user to the List View screen, displaying all current Location IDs in the system.
From here, the user may edit existing Location ID's by clicking 'Edit', or create a new Location ID record by clicking ‘New Inventory Location ID'.
Fields
Division: Defaults to user's current Division. To change the Division, change the 'Current' Division on the Manufacturing User record.
Site: The Site within the designated Division where this Location ID is found. Must be a valid Site for this Division.
Inventory Location ID: A user-defined Location ID that identifies this specific location, and can be up to four alphanumeric characters.
Inventory Location Type: Determines how MRP reacts to material in this Location ID. The options available are:
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Consigned: Customer owned material held in Company/Division location at $0 cost. Used for stocking of Inventory provided to you by your customer.
NOTE Additional information and rules governing Consigned locations:
There may be times when Material must be held in a Company/Division location at $0 cost. For example, Material may at times be supplied by Customers for use on their purchased products or repairs. This material has no value for the Inventory Company/Division because it belongs to the Customer. Rootstock refers to this type of Material as Consigned. Consigned Material may be issued to Work Orders and is considered during MRP planning.
The Consigned designation on an Inventory Location ID provides the ability to use that location for Customer-owned material held at no value. Material may be moved into a Consigned location using Inventory Location Add. To adjust the quantity of material in a Consigned location, the material may be directly issued to a Work Order or the Adjust Up or Adjust Down functions can be utilized.
Consigned Material cannot be 'Purchased' and moved upon receipt to a Consigned Location ID. Material transfers from Onhand or Non-Nettable to Consigned are not allowed or supported.
Description: A user-defined description of this Location ID.
Backflush Location: If checked, this location will be considered during the backflush process for Work Orders and Subcontract Purchase Orders.
NOTE If the backflush location box is checked, the Stock Location Type must be ‘On-Hand’ and ‘Default Available for Picking Indicator’ must be checked in order for the backflush to occur.
Default Available for Picking Indicator: If checked, the material in this location will be set to available for picking and allocating on the Item/Location record. This enables the ability to issue Inventory from a location using this Location ID to Work Orders and/or Sales Orders.
Vendor Location: If checked, the material in this location is viewed as residing at a Vendor location rather than the user’s facility.
Issue Sequence for Backflush: When an Inventory Location using this Location ID is established as a Backflush location, the user may set the sequence (order) in which such locations are issued from. Blank is acceptable and indicates this location is the first location attempted. If there is no material (or insufficient material) in this location, the system will move on to the next sequential location, starting with the lowest number it finds in this field. Using this field overrides the standard method for determining the backflush location, alpha-numeric order by Location ID.
Do Not Delete Zero-Qty Location: If checked, when the Item/Location record quantity goes to zero (0), the system will not delete the location. If not set, Inventory Locations using this Location ID will be deleted when inventory in that location reaches zero (0).
SEE ALSO
Inventory Location Numbers
Inventory by Location
