Add a Branch

Field Name

Description

Br

Branch code

Branch name

Branch name

City

City in which the branch is located

State/Province

The state or province in which the branch is located (the field label is defined by country in Country Codes Maintenance).

Zip/Postal code

The branch's zip or postal code (the field label is defined by country in Country Codes Maintenance).

Country

The country code

Phone no

The branch's main phone number

To

Do This

Add a branch

Click Add.

Copy the selected branch

Click Copy. See Copy.

Note
When you copy a branch, demand and inventory groups are not copied.

Display branch information

Click Select or double click the desired line.

Print the branch listing

Click Print. See Print.

Exit the program

Click Exit.

Field Name

Type / Max Length

Action / Description

Branch

Required
4 alphanumeric

Enter a unique identifier for the branch you want to add. The program prompts for address fields. See Enter or Change an Address.

This field cannot be changed once the branch is added.

Date format

Required
10 date

Select the date format this branch uses or leave blank to use the format selected for your enterprise:

This display format overrides the one selected for your enterprise in the System Options Maintenance (XM) program (Enterprise Options).

Select a date format in this field if users at this branch are accustomed to seeing or entering dates in a different format. This field has no affect on how the system stores dates.

Mfg branch

Required
4 alphanumeric

Select the branch that manufactures or assembles items for this branch.

Pricing branch

Required
4 alphanumeric

Select the branch that establishes pricing for this branch.

Purchase branch

Required
4 alphanumeric

Select the branch that purchases for this branch.

PO drop ship branch

Optional
4 alphanumeric

Select the branch where purchasing drop shipments for this branch are tracked.

Note
This branch must be in the inventory group of the AP clerk who enters invoices for drop shipments.

Transfer drop ship branch

Required
4 alphanumeric

Select the branch where transfer drop shipments for this branch are tracked.

PO ship-to branch

Optional
4 alphanumeric

Select the default ship-to branch for purchase orders.

If you select B (Branch) for the Ship-to type field in the PO Maintenance (VOE) program, this branch displays in the Ship-to field. The purchasing agent can select a different branch.

GL org code

Required
2 alphanumeric

Select the GL organization code for this branch. The system uses this code for these programs under these circumstances:

Tax company code

Optional

Enter the company code, from the tax software setup, to use for this branch. The name must match the credentials created on the processor’s database.

If left blank, the company code (set up in System Options Maintenance - Sales Tax Interface Options) is used.

Base weight UOM

Required
3 alphanumeric

Select lbs or leave blank if this branch is in the United States or select kgs if this branch is in a country that uses kilograms.

Your entries for the Package weight, Pal/Cntnr wt, and Weight per UOM fields in records in the Branch Item Maintenance (IMB) program use this unit of measure.

Ship via

Optional
3 alphanumeric

Select the code of the preferred carrier for this branch.

Note
The Warehouse Management System Interface sorts branch transfers sent to the warehouse based on your selected shipping method.

Incoterms code

Optional
3 alphanumeric

Select the incoterms code for branch transfers received by this branch. It will be used as the default when creating transfer bills of lading.

Special instructions

Optional
42 alphanumeric

Select a standard special instruction or enter special instructions.

Note
The Warehouse Management System Interface includes these instructions for branch transfers sent to the warehouse.

Supply group

Conditional
8 alphanumeric

For a manufacturing branch only, select the supply group for this branch.

Leave blank if this is not a manufacturing branch or if you have not set up supply groups. See Add a Manufacturing Branch to a Supply or Demand Group.

Note
You can only select planning groups in this field; that is the Planning group? field must be selected for the branch group record in the Branch Groups Maintenance (TGM) program.

Demand group

Conditional
8 alphanumeric

For a manufacturing branch only, select the demand group for this branch.

Leave blank if this is not a manufacturing branch or if you have not set up demand groups. See Add a Manufacturing Branch to a Supply or Demand Group.

Notes
You can only select planning groups in this field; that is the Planning group? field must be selected for the branch group record in the Branch Groups Maintenance (TGM) program.

When you copy a branch, this group is not copied.

Inventory group

Conditional
8 alphanumeric

Select the inventory group for this branch.

Users can perform transactions that affect inventory only in the inventory group to which they are assigned in the User Maintenance (UIM) program. Users may also be able to view inventory only in their assigned inventory group.

Note
When you copy a branch, this group is not copied.

Image type

Optional
4 alphanumeric

Select the type of graphic file for this branch. For example, you can store a picture of this branch's building, a map that shows its location, or a web page for the branch.

The image must be in the location specified in the Base path option in the System Options Maintenance (XM) program (Help and Other Path Options).

Consignment branch?

Optional

Select if this is a consignment branch or leave blank if it is not.

If you select this field, inventory in this branch can be obligated for sales orders only for this branch. Therefore:

• You must process sales orders with the One-Step Invoice Entry (RE) program. You cannot enter a sales order in the Sales Order Maintenance (OE) program for this branch.

• You must select the consignment branch as the shipping branch in the order header.

• You can sell inventory only from this branch; you cannot mix inventory from other branches on the same order.

• You cannot enter an order with the Sales Order Maintenance program for a non-consignment branch and obligate inventory from the consignment branch.

Whether or not a branch is a consignment branch does not affect the transfer of inventory when you use the Branch Transfer Maintenance (ITM), Branch Transfer Confirmation (ITS), and Receiver Maintenance (IRC) programs.

WMS interfaced?

Optional

Select if you want this branch controlled by the warehouse management system or leave it blank you do not.

System Options Maintenance (XM) Warehouse Management System Options Warehouse Mgt System interface active? option must be active.

MES interfaced?

Optional

Select if this branch has a manufacturing execution system interface for automated inventory adjustments or leave blank if it does not.

Whse map active?

Optional

Select if you want to activate validation of the warehouse/bin location to the warehouse map or leave blank if you do not. See Warehouse Mapping.

When warehouse mapping is active:

• the default warehouse and bin location is used  for all programs that receive inventory.

• the Branch Item Maintenance (IMB) entries for Primary whse and Primary bin loc  are only validated against the warehouse map if they are not blank.

Federal ID number

Optional
15 alphanumeric

Enter the Federal ID number used by this branch. The 1099 Print (N99P) program prints this number on 1099 tax reporting forms.

Sales tax license 1 and 2

Optional
25 alphanumeric

Enter the tax resale license for this branch.

Note
This field may have a different label based on the Sales tax license desc 1 and Sales tax license desc 2 options in the System Options Maintenance (XM) program (Enterprise Options).

EORI number

Optional
15 alphanumeric

Enter the Economic Operators' Registration and Identification number for this branch. EORI number is printed on commercial invoices when shipping to a country that is different from the branch's country.

Upd costs in branch copy?

Optional

This field controls whether an item's cost information for this branch is copied when a new branch item record is created via copy if the Copy item costs in branch item copy? in Inventory Control Options is selected.

Upd costs in cost roll?

Optional

This field controls whether cost information for items in this branch are updated when costs are rolled up if the Copy new costs to branches in cost roll? in Inventory Control Options is selected.

Field Name

Type / Max Length

Action / Description

Shipping contact

Optional
20 alphanumeric

Enter the name or phone number for the contact for the shipping department at this branch.

Receiving contact

Optional
20 alphanumeric

Enter the name or phone number for the contact for the receiving department at this branch.

Stockroom contact

Optional
20 alphanumeric

Enter the name or phone number for the contact for the stockroom at this branch.

Accounting contact

Optional
20 alphanumeric

Enter the name or phone number for the contact for the accounting department at this branch.

Sales contact

Optional
20 alphanumeric

Enter the name or phone number for the contact for the sales department at this branch.

Purchasing contact

Optional
20 alphanumeric

Accept the displayed name or enter the name or phone number for the contact for the purchasing department at this branch.

Note
If you entered a name in the Attention field of the branch address, it displays in this field.

To

Do This

Change a field

Move the cursor to the field and make changes. Click Apply to accept the changes or click Cancel to reject them.

Display/maintain additional information

Click Other info.

Enter notes for this branch

Click Notes. See Enter Notes.

Go to a related program

Click Jump. See Jump.

Change address information for this branch

Click Address. See Enter or Change an Address.

Define how you output documents for this branch

Click Documents. See Add a Branch Document Profile. Click OK to return to this program.

Define UPC/GTIN code parameters for this branch

Click UPC codes. See Add UPC Codes. Click OK to return to this program.

Maintain the list of warehouses that are valid for this branch

Click Wh map. See Branch/Warehouse Maintenance.

This button is available if Whse map active? is selected.

Return to the list of branches

Click OK. See step 1.

Exit the program

Click Exit.