Set Inventory Options for your Login Branch

When you select Inventory Control Options and click Branch settings, you can set these options, which will override those set for your enterprise and manufacturing branch.

  1. Set these options for your login branch:

Field Name

Type / Max Length

Action / Description

Disable branch transfer firewall?

Optional

Select to create a transfer or leave blank to create a transfer requisition when an order entry operator uses manual obligation or clicks Obligate and then selects items from another branch.

If you select the option, the system releases a branch transfer.

If you leave the option blank, the system creates a transfer requisition. You have to use the Requisition Maintenance (IRM) program to release the requisition and create the transfer.

The firewall is between the program that creates requisitions and the program that releases orders.

Dflt xfer receiving loc from shipment?

Optional

Select if you want the location to default from the sending branch when a transfer is received. Leave blank if you want the default location to be the item's primary warehouse and bin.

Include floor stock in cost rollup?

Optional

Select to include floor stock items in a cost rollup or leave blank to exclude floor stock from a cost rollup.

Grace period for transfer req release

Optional
4 numeric

If you selected Disable branch transfer firewall?, enter a number of calendar days to use as a grace period for creating a transfer.

For example, suppose that you enter a sales order for an item that you make or stock at another branch and your grace period is 30 days. If the order's Expected ship date is more than 30 days in the future, the system creates a transfer requisition. If the order's Expected ship date is less than 30 days in the future, the system creates a branch transfer.

Default warehouse for LWM transactions

Optional
2 alphanumeric

Enter the warehouse where you want to move a Bulk Movement Inventory (BMI) item to be consumed. The operator can override the warehouse that you enter.

Default bin location for LWM transaction

Optional
8 alphanumeric

Enter the bin location where you want to move a Bulk Movement Inventory (BMI) item to be consumed. The operator can override the bin that you enter.

Create shipment for demand transfer?

Optional

For future use

MDI required for transfer confirmation

Optional
1 alphanumeric

For future use

Disable intra-branch transfers?

Optional

For future use

Validate Kanban refill to mfg order?

Optional

For future use

Fill Kanban request at creation?

Optional

For future use

Process Kanban in one-step?

Optional

For future use

Validate bin exists for Kanban refill?

Optional

Select if you want to receive validation that a bin exists for a Kanban refill or leave blank if you do not.

Receiving method for transfers

Optional
1 alphanumeric

Select S for stock immediate (direct-to-stock receiving) or select D for dock-to-stock receiving of inter-branch transfers. This option does not apply to intra-branch transfers.

If you select S, you run the Receiver Maintenance (IRC) program to receive items directly into inventory. You run the Receiving and Inspection (IRI) program only if inspection is required.

If you select D, you run Receiver Maintenance (IRC) to receive into your branch and Receiving and Inspection (IRI) to receive into your stockroom.

Caution
You can change your receiving method from S to D in this program. However, if you want to change from D to S, you must use the Receiving Method Conversion (XUI) program.

Use barcode scanning during IBT request?

Optional

For future use

Use barcode scanning during IBT request?

Optional

For future use

Use barcode scanning during IBT request?

Optional

For future use

IBT barcoded label name

Optional
10 alphanumeric

For future use

  1. Choose the appropriate options:

To

Do This

Change an option

Click on the field and make required changes.

Exit without saving these options

Click Cancel.

Print these options

Click Print. See Print an Inquiry.

Accept these options and exit

Click OK.

  1. Choose the appropriate options when you click OK or Cancel:

To

Do This

Change an option

Click on the field and make required changes.

Display additional options

Click Other info.

Exit without saving these options

Click Cancel.

Print these options

Click Print. See Print an Inquiry.

Enter overrides at the manufacturing branch level

Click Mfg branch. See Set Inventory Options for your Manufacturing Branch.

Enter overrides at your login branch level

Click Branch settings.

Accept these options and exit

Click OK.

  1. Choose the appropriate options when you click OK or Cancel:

To

Do This

Display a category of options

Highlight the line and click Select or double-click the line.

Exit the program

Click Exit.