Warehouse Locations and Single-Step Transfers: Implementation Activity

In the following implementation activity, you will learn how to create warehouse locations.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that the SweetLife Fruits & Jams company has organized separate storage areas for spices and write-off items (such as items that are damaged or past their sell-by dates) in the retail warehouse and needs to track these items by warehouse locations. Further suppose that you are an implementation manager. You will create two warehouse locations for spices and write-off items.

Tip: A third location of the warehouse is the default location, MAIN, which is where items are initially received and items not stored in the other areas are stored.

Process Overview

In this activity, as you create locations for spices and write-off items for the retail warehouse by using the Warehouses (IN204000) form, you will specify a location identifier and appropriate settings for each location.

System Preparation

Before you start creating warehouse locations, you should launch the MYOB Acumatica website with the U100 dataset preloaded, and sign in as implementation manager Kimberly Gibbs, by using the gibbs username and the 123 password.

Step: Creating Warehouse Locations

You will leave the settings of the MAIN location as they are because MAIN is a default location for all stock items in the retail warehouse. To create locations for spices and write-off items, do the following:

  1. On the Warehouses (IN204000) form, open the RETAIL record.
  2. On the Locations tab, create a location for spices as follows:
    1. On the toolbar of the Locations table, click Add Row.
    2. In the Location ID column, type SPICES.
    3. In the Description column, type Location for spices.
  3. Create a location for write-off items as follows:
    1. On the toolbar of the Locations table, click Add Row.
    2. In the Location ID column, type WRITEOFF.
    3. In the Description column, type Location for write-off items.
    4. In the Include in Qty. Available column, clear the check box, because items stored in this location will not be sold (thus should not be considered available).
    5. In the Sales Allowed column, clear the check box.
  4. On the form toolbar, click Save.

Now that you have created warehouse locations, you can transfer items between locations in the retail warehouse, as described in Warehouse Locations and Single-Step Transfers: Process Activity.