Descriptions of the fields and buttons for the Warehouse subfolders (Main, Inventory Management, Purchasing, Logistics, Order Processing, and Warehouse EDI) are provided in the following table. The Warehouse folder is on the System Configuration screen of the Vision Configuration tab.
To create a new warehouse, right-click the Warehouse folder and select Add New Warehouse.
Note: To access the Warehouse maintenance, you must have the proper security privileges. The File Maintenance Warehouse job function needs to be assigned to one of your roles. Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information, refer to About roles and job functions.
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Type a three-digit number to identify the warehouse; the maximum allowed is 999. |
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Select the classification of inventory carried in this warehouse. Valid options are:
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Type a short description of the warehouse here, such as MAIN WAREHOUSE or LAKE STREET WAREHOUSE. Your entry must not exceed 25 characters. |
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Type a three-character abbreviation of the warehouse that should be printed on shipping labels. |
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This is the address of the warehouse. |
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This is the city where the warehouse is located. |
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This is the state where the warehouse is located. |
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This is the ZIP code of the warehouse. |
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This is the phone number of the warehouse. |
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This is the county where the warehouse is located. |
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This is the company to which the warehouse belongs. |
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This is the bank where cash received for this warehouse should be deposited. |
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If this warehouse is supported by a core warehouse, select it from the Core Whse drop-down list. The only available options in this list are warehouses that have already been set up as core warehouses. (In other words, Core is selected in the Inventory Class drop-down list of a warehouse that is considered to be a core warehouse.) The core warehouse receives returned cores, which are processed out to the vendor. For more information, refer to About core return line items. |
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If this warehouse is supported by a warranty warehouse, select it from the Warranty Whse drop-down list. The only available options in this list are warehouses that have already been set up as warranty warehouses. (In other words, Warranty is selected in the Inventory Class drop-down list of a warehouse that is considered to be a warranty warehouse.) The warranty warehouse receives returned warranty parts for processing out to the vendor. For more information, refer to About warranty return line items. |
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If this warehouse is supported by a scrap warehouse, select it from the Scrap Whse drop-down list. The only available options in this list are warehouses that have already been set up as scrap warehouses. (In other words, Scrap is selected in the Inventory Class drop-down list of a warehouse that is considered to be a scarp warehouse.) Scrap items can be transferred to the scrap warehouse for general ledger tracking. |
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If this warehouse is replenished by another warehouse, select the warehouse from this drop-down list. If your system uses the Machines system, this drop-down list indicates the warehouse that service technicians use to conduct any transfer orders to replenish their trucks. This drop-down list is available only if Sellable Inventory is selected the Inventory Class drop-down list. |
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Click this button to save any changes that you have made. |
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Click this button if you do not wish to save the changes that you made, and you wish to revert to your previous information. |
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This identifies the kind of warehouse. Note: You cannot change an existing warehouses process type from pick by product to pick by order (or vice versa) because doing so could cause data corruption. If you need to make such a change, please call The Systems House for assistance. |
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Select this check box if inventory levels should be calculated for this warehouse (or store). If you select this check box, the availability is tracked for each product assigned to this warehouse. Clear this check box if inventory levels should not be calculated. |
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Select this check box if this warehouse uses a laser printer for printing pick tickets. Clear this check box if this warehouse uses a pinfeed printer for printing pick tickets. |
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Select this check box if a barcode of the release number should be printed on pick tickets. Clear this check box if the release number barcode should not be printed on pick tickets. |
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Select this check box if a barcode of the release number should be printed on the packing list during the batch shipping document routine. Clear this check box if the release number barcode should not be printed on the packing list. |
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Select this option if you want parts on pick tickets to be ordered by the part sequence. This is especially useful if the warehouse is not set up with zone or bin locations. |
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Select this option if you want pick tickets to show the quantity of product available in the warehouse. Printing the quantity available can encourage pickers to look further if the product is not readily visible. See Show Quantity Available on Pick Tickets for more information. |
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Select the option that should be used as the default order source for retail orders and/or service shop transfer orders. |
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Select this check box if the zone should be printed in front of the warehouse location on labels and documents for this warehouse. Clear this check box if the zone should not be included. |
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Select this check box if this warehouse uses a laser printer to print invoices. Clear this check box if this warehouse uses a pinfeed printer to print invoices. |
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Select this check box if this warehouses uses a laser printer to print retail invoices. Clear this check box if this warehouse uses a pinfeed printer to print invoices. |
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This field identifies which printer is being used for printing if a laser printer is not available. This field, which is linked to stored printer programs, ensures that the correct instructions are sent to the printer. |
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If putaway labels should be printed, select this check box. A putaway label identifies a packages contents and where the package is to be stored. |
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If the Summary Picker Report should be printed, select this check box. This report consolidates all of the picking information for releases in one place for pick-by-order warehouses. The report is printed during the batch order processing before the individual release pickers are printed. |
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If the Summary Picker check box is selected, you can type in this field the maximum number of orders allowed on a Summary Picker Report. |
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If the Summary Picker check box is selected, you can type in this field the maximum number of lines allowed on a Summary Picker Report. |
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This drop-down list identifies which zone sequencing method is used in this warehouse. Valid options are:
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This drop-down list indicates how pick tickets should be sorted. Valid options are:
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This drop-down list identifies the type of diverters used in this warehouse. Valid options are:
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This drop-down list identifies how the pinfeed printer should print the packing slips. Valid options are:
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Pick-by-product receiving requires that all products be assigned to a location when they are received. The location named in this field is used as a staging location for stock or temporary items received from a wrap-and-label vendor. Pre-receive is used so that paperwork and system updates can be completed prior to the products receipt. After invoicing, it is removed. The default for this field is EDISTK. |
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This field indicates the average number of days there is inventory in the primary location. |
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Select this check box if this warehouse replenishes the primary location of a product or part during the receiving process. Clear this check box if this warehouse replenishes the overstock location of a product or part during the receiving process. |
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If putaway confirmation scanning from receiving is performed in this warehouse, select this check box. This indicates that the system should create barcode putaway labels that can be scanned when merchandise is put away in the proper location. |
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Select this check box if confirmation scanning is performed for replenishment in this warehouse. Clear this check box if it is not performed. When replenishment occurs for a product or part, if this check box is selected, the quantity is in-transit to the new location and not available until replenishment confirmation scanning is performed. If this check box is cleared, when replenishment occurs, the quantity is considered on-hand and available right away. |
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Select this check box if you would like to scan both the full-case picking label and the UPC code of the picked product during full-case verification. Otherwise, clear this check box; only the full-case picking label of the picked product needs to be scanned during full-case verification. |
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Select this check box if you would like pick tickets to be generated for wholesaler complete ship orders before running the electronic data interchange (EDI) process for those orders. This produces a 001 release record, as well as a 999 release record. When wholesaler EDI is run, the wholesaler release processing updates the 001 release record with the wholesaler items and deletes the 999 record. |
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If the wholesalers verify the wholesaler goods for the warehouse off-site, select this check box. |
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Select this check box if verification is performed for credit returns in this warehouse. Clear this check box if it is not performed. When a product or part is returned, if this check box is selected, the quantity is in-transit to the new location and not available until verification is performed. If this check box is cleared, when a product or part is returned, the quantity is considered on-hand and available right away. |
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Click this button to save any changes that you have made. |
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Click this button if you do not wish to save the changes that you made, and you wish to revert to your previous information. |
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Select this check box if excess stock can be received without the need for special manual processing through Inventory Adjustments. Clear this check box if special manual processing through Inventory Adjustments must be done to receive excess stock. This setting applies to stock items only; non-stock items, which are committed to orders, are never over-received. |
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Select this check box if stock products are to be purchased from the preferred wholesaler if a stock product is backordered. |
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Select this check box if the system should create separate purchase orders for customer orders that have backorders. This sets the warehouse's initial default for the separate PO indicator in furniture quote entry and in order entry. In furniture quote entry, the default can be overridden; it cannot in order entry. Clear this check box if the system should create a consolidated purchase order for each vendor. |
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Select this check box if the system should automatically activate purchase orders for furniture line items that are backordered. Clear this check box if the system should only create a pending purchase order for furniture line items that are backordered. Then your purchasing agent can activate pending purchase orders as appropriate. |
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If lost sales should be tracked for this warehouse, select this check box. If you select this check box, you can gather data about sales opportunities that were missed for the following reasons:
The Product screen on the Customer Service tab is where you identify a lost sales opportunity. For more information, refer to Identify Lost Sales. You can use the Lost Sales Report and Update option, available in Vision Back Office, to generate reports that list sales opportunities that were missed during order entry using the Vision graphical user interface (GUI). For more information, refer to Lost Sales Report and Update. |
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Select the pricing model that should be used for this warehouse. Pricing models consist of different pricing rules based on manufacturer, product class, product type, and ABC code. Each pricing rule is associated with a calculation for each price level. Pricing models are set up on the Pricing Model screen of the Pricing tab. Note: The Pricing Model drop-down list is available for a warehouse only if the inventory class for the warehouse is set to sellable inventory. The inventory class is established in the Inventory Class drop-down list on the Main screen of the Warehouse maintenance. |
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If ABC classification should be performed for the products in this warehouse, select this option. Note: This check box is available for a warehouse only if the inventory class for the warehouse is set to sellable inventory. The inventory class is established in the Inventory Class drop-down list on the Main screen of the Warehouse maintenance. |
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If an ABC model should be used to perform ABC classification for this warehouse, select the appropriate model from this drop-down list. This field is available only if the Perform ABC Classification check box is selected. |
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If the ABC classification performed in this warehouse should include sales data from one or more other warehouses, select the appropriate warehouse(s) from this list. This field is available only if the Perform ABC Classification check box is selected and if an ABC model is selected in the ABC Model drop-down list. |
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Select this check box if the reorder point factors should be automatically recalculated for this warehouse during the End-of-Month (EOM) jobstream. The factors that are recalculated are safety stock multiple, reorder point, safety stock quantity, linepoint, and economic order quantity (EOQ). Clear this check box if the reorder point factors should not be automatically recalculated. If this check box is cleared, the Calculate Upon Purchase Order Receipt option is automatically selected in the Manufacturer Lead Time area, and it cannot be changed. For detailed information about ROP calculations, refer to Overview of inventory replenishment. Note: This check box is available for a warehouse only if the inventory class for the warehouse is set to sellable inventory. The inventory class is established in the Inventory Class drop-down list on the Main screen of the Warehouse maintenance. |
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If an ROP model should be used to perform reorder point (ROP) calculations for this warehouse, select the appropriate model from this drop-down list. This field is available only if the Perform ROP Calculation check box is selected. |
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This check box is used for the furniture system only. If the contact from each furniture quote should be printed on the purchase orders, select this check box. |
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This field identifies the file name — without the dot and file extension (.eps) — of the company logo image that your system uses when it generates laser-quality purchase orders for faxing. If the logo file name is not identified for the warehouse in this field, the system uses the file identified in Company Master File Maintenance in Vision Back Office. Please speak with your account representative at The Systems House if you have questions about the logo. |
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This field identifies the file name — without the dot and file extension (.pcx) — of the company logo image that your system uses when it generates laser-printed purchase orders. These purchase orders do not use preprinted forms. If the logo file name is not identified for the warehouse in this field, the system uses the file identified in Company Master File Maintenance in Vision Back Office. Please speak with your account representative at The Systems House if you have questions about the logo. |
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If the manufacturer average lead time for a product or part should be updated in real time as the purchase order is received, select this option. |
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If the manufacturer average lead time for a product or part should be calculated during End-of-Month processing using a set number of purchase orders, select this option. Note: This option is not available if the Perform ROP Calculation check box is cleared. |
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This field is available only if the Calculate Monthly option is selected. This field indicates how many purchase orders should be used to calculate the manufacturer average lead time for a product or part. The default is 10. |
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Select a vendor from this drop-down list if you would like to add it to the vendor transmission sequence. This field, as well as the other fields in the Vendor Transmission Sequence area, enable you to set up the vendor sequence for electronic transmission of wholesaler orders. The sequence is usually based on the geographic proximity of the wholesaler facilities, the availability of the same day delivery, the cost of freight charges from the facilities, and the timing of inter-facility shuttles. |
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If you have multiple facilities from which you can place orders with this wholesaler, select the facility that is closest to the location of the warehouse to which you want the merchandise shipped. |
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If the wholesaler should deliver to another location other than your main warehouse, type the EDI ship to account number in this field. The wholesaler maintains this information on its system. |
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This the wholesaler EDI order taker code, which is used in transmissions for United Stationers. |
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To add a vendor to the transmission sequence for this warehouse, complete the Vendor, Facility Code, Account, and Order Taker fields as needed and click the Add button. |
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To remove a vendor from the transmission sequence for this warehouse, select the vendor in the listing and then click the Remove button. |
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Click this button to save any changes that you have made. |
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Click this button if you do not wish to save the changes that you made, and you wish to revert to your previous information. |
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This is the default for the product class that is used whenever you create a special item during order entry on the Customer Service tab. This is a required field. |
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This is the default for the pricing class that is used whenever you create a special item during order entry on the Customer Service tab. This is a required field. |
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This field contains a mask that controls the format of warehouse locations printed on shelf labels. This mask is also used to assure that warehouse locations created by Supply Warehouse Location Maintenance contain the appropriate number of characters to satisfy the mask. The mask has a maximum length of 12 characters and consists of X characters and dashes (-); one example is XX-XX-XXX. The mast can contain a maximum of 8 X characters. If this field is left blank, no editing or formatting of location codes is done when they are printed on shelf labels; they are printed as entered. Note: This field cannot be left blank if aisle character position information is entered in the Start With field and the Length field. This field is available only if the warehouse is set up as a pick-by-product warehouse in the Process Type field on the Inventory Management screen. Note: Warehouse locations throughout the entire system are entered without the embedded dashes. This mask applies only to the printed characters on the shelf label. |
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In the Start With field, type the number of the starting character for the aisle position portion of the shelf labels. In the Length field, type the number of characters that make up the aisle position. For example, if a shelf label is 001B1PO, and the aisle position is B1 (the fourth and fifth characters of the label), you would type 4 in the Start With field and 2 in the Length field. These fields are used to print the correct aisle on the Cycle Count Report. This field is available only if the warehouse is set up as a pick-by-product warehouse in the Process Type field on the Inventory Management screen. Note: These fields cannot be left blank if a mask is entered in the Shelf Label Format field. |
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If radio frequency (RF) scanning is available for scanning outbound products or parts, select this check box. |
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To enable matching of delivery routes with the scanning of products or parts to prevent incorrect shipments, select this check box. This scan would be performed as products and parts are being loaded into a truck to confirm that the driver has everything he or she needs. This is also sometimes referred to as double scanning. |
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This setting is currently under development. |
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If this warehouse uses wholesaler complete ship logic, select this check box. With wholesaler complete ship logic, the system builds a pending release that is not shipped until one of the following conditions is met for every single line item of the order:
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If all routes are shipped on all days for this warehouse, select this check box. |
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If the system should track, on a daily basis, which employees are working in which warehouse zones, select this option. This information is gathered by warehouse and can be used for your warehouse picking incentive plan. |
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Type the directory location of the UPS shipment tracking files on the warehouse PC. The two files are called upsdnl.csv (for the download process) and default.csv (for the upload process). If you ship customer orders via UPS and you would like to be able to link customer orders with UPS tracking numbers, specify the file location in this field. For more information, refer to Set up UPS shipment tracking for a warehouse. |
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This is the print queue used to print transfer orders created during line item sourcing. In addition, if you are using the Auto flavor of Vision for the automotive parts industry, a separate pick ticket is printed automatically to the picker print queue selected in this drop-down list. This drop-down list consists of an option called <None>, as well as all of the print queues set up in System Spooler Defaults Maintenance in Vision Back Office. If the <None> option is selected, the pickers are sent to the hold file. To access the System Spooler Defaults Maintenance, at the main menu in Vision Back Office, select System Administration, then Printer Administration, and then System Spooler Defaults Maintenance. The print queues that can be accessed are entered in the Print Queue Access field. |
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This is the print queue used to print invoices for pick-from-invoice warehouses. This drop-down list consists of an option called <None>, as well as all of the print queues set up in System Spooler Defaults Maintenance in Vision Back Office. If the <None> option is selected, the invoices are sent to the hold file. To access the System Spooler Defaults Maintenance, at the main menu in Vision Back Office, select System Administration, then Printer Administration, and then System Spooler Defaults Maintenance. The print queues that can be accessed are entered in the Print Queue Access field. |
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This is the print queue used to print purchase orders created during line item sourcing. This drop-down list consists of an option called <None>, as well as all of the print queues set up in System Spooler Defaults Maintenance in Vision Back Office. If the <None> option is selected, the purchase orders are sent to the hold file. To access the System Spooler Defaults Maintenance, at the main menu in Vision Back Office, select System Administration, then Printer Administration, and then System Spooler Defaults Maintenance. The print queues that can be accessed are entered in the Print Queue Access field. |
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This is the default print queue used to print putaway labels during the Receive by Shipment process. In addition, if you are using the Auto flavor of Vision for the automotive parts industry, the Emergency Replenishment Labels are printed to this print queue if inventory needs to be moved into the primary location to fill a customer order. This drop-down list consists of an option called <None>, as well as all of the print queues set up in System Spooler Defaults Maintenance in Vision Back Office. If the <None> option is selected, the putaway labels are sent to the hold file. To access the System Spooler Defaults Maintenance, at the main menu in Vision Back Office, select System Administration, then Printer Administration, and then System Spooler Defaults Maintenance. The print queues that can be accessed are entered in the Print Queue Access field. |
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Click this button to save any changes that you have made. |
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Click this button if you do not wish to save the changes that you made, and you wish to revert to your previous information. |
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If order entry operators should be able to create special items on the fly during order processing in Vision Back Office, select this option. If an operator enters an item with a last cost change date (in the Product Detail record) older than 120 days, a warning message that the cost on the items has not been reviewed since xx/xx/xx date appears. If this option is not selected, and the cost change is older than 120 days, the operator is allowed to enter the item after getting the same warning. |
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Select this check box if you would like to be able to create warehouse product records (based on the corresponding global product records) for this warehouse on the fly during order entry on the Customer Service tab. (For more information on how such products are created during order entry, refer to Add a product to the active warehouse.) |
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Select this check box if users should be able to override costs on stock furniture products through Quote Entry in Vision Back Office and treat them as special items. |
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If this warehouse or store does not perform pick verification, you may want to select this check box. If you select this check box, the invoices printed for this warehouse include pick locations, enabling you to use the invoice to pick the order. In addition, pick tickets are not printed for this warehouse. Standard orders entered on the Customer Service tab are treated like one-step orders, and the orders are in a verified/invoiced state. Whenever releases are created with shippable line items (in order entry or backorder release processing), the release is verified as shipped by the system, and customer documents are printed. An invoice that shows the pick locations is printed automatically to the default invoice printer. This default invoice printer is identified in the Invoice Print Queue field, which is on the Logistics screen of the Warehouse maintenance on the Vision Configuration tab. If you clear this check box, the invoices do not include pick locations. In addition:
For more information on what happens when an order is accepted on the Customer Service tab, refer to Accept the order. |
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Select this check box if this warehouse should prohibit backorders so that you can take advantage of the line item sourcing features on the Customer Service tab. Line item sourcing enables you to:
If you clear this check box, line item sourcing is not available on the Customer Service tab. For more information, refer to Overview of line item sourcing. |
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This field indicates how many days supply quotes should remain in the system for this warehouse if they have not been converted into a standard order or canceled. Supply quotes that are still open for this specified number of days are canceled and purged automatically during End-of-Day processing. |
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This is the latest time that an order can be entered so that is will be processed the same day. If the order is entered after the cutoff time, any EDI transmissions needed for the order will not be sent until the next day. If the company or warehouse cutoff time is approaching within the next 15 minutes and you are accepting a new order or maintaining an existing one on the Customer Service tab, a pop-up window includes a message to inform you of the approaching cutoff. For a 5:00 p.m. warehouse cutoff, for example, the warning message states, "***Warehouse Cutoff 05:00PM approaching.***" If the company or warehouse cutoff time has passed and you are entering a standard order, the pop-up window includes a warning message to alert you to the cutoff. For a 5:00 p.m. warehouse cutoff, for example, the warning message states, "***Warehouse Cutoff 5:00PM has passed.***" You can use this information to inform the customer that the order will be processed the next business day. You can set up the cutoff time at the warehouse level and/or at the company level. Setting the cutoff time at the warehouse level is especially helpful if you have warehouses that are in different time zones, necessitating different cutoff times. If cutoffs are set at both the warehouse level and the company level, the warehouse cutoff takes precedence over the company cutoff. The cutoff time for the company level is set up in Vision Back Office. For more information on how cutoff times, refer to Accept the order. |
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This is the print queue used to print order acknowledgments. This drop-down list consists of an option called <None>, as well as all of the print queues set up in System Spooler Defaults Maintenance in Vision Back Office. If the <None> option is selected, the order acknowledgments are sent to the hold file. To access the System Spooler Defaults Maintenance, at the main menu in Vision Back Office, select System Administration, then Printer Administration, and then System Spooler Defaults Maintenance. The print queues that can be accessed are entered in the Print Queue Access field. |
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You can type free-form text in this field to print on all of your customers' invoices for this warehouse. |
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Click this button to save any changes that you have made. |
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Click this button if you do not wish to save the changes that you made, and you wish to revert to your previous information. |
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This drop-down list indicates how you electronically transmit your wholesaler orders. Valid options are:
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This field relates to and qualifies the sender's interchange ID. The default is ZZ, which means mutually defined. |
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This field indicates the sender's interchange identifier address, which identifies the origin warehouse of the transmission for the receiver. |
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This field indicates the code of the sender of the transmission. Typically, this code is the same used in the Sender's Interchange ID field. |
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This field relates to and qualifies the receiver's interchange ID. The default is ZZ, which means mutually defined. |
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This field indicates the receiver's interchange identifier address, which identifies the destination warehouse of the transmission for the sender. |
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This field indicates the code of the receiver of the transmission. Typically, this code is the same used in the Receiver's Interchange ID field. |
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This field requires the Interchange Control Standards Identifier, which must be U. The U represents U.S. EDI Community of ASC X12 TDCC, and UCS. |
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This version number encompasses the interchange control segments and functional group control segments. The default value is 00301. |
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If you would like to send an interchange acknowledgment, select this check box. |
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Click this button to save any changes that you have made. |
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Click this button if you do not wish to save the changes that you made, and you wish to revert to your previous information. |
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