Change Location Levels

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You can apply this process to change the hierarchical structure of locations that have previously been set up in Location Maintenance, and transfer inventory on-hand quantities, using the changes.

There are two options: Contract and Expand.

Contract

Use this option to contract locations from lower levels, up to a higher (parent) level, and transfer inventory at lower level locations to the parent location that is specified.

Change to level

Enter or select the location to which you want to transfer all inventory from lower levels. When you click the Process button, Greentree creates the adjustment transactions, using the positive and negative adjustment options entered on the form before processing.

Positive Adjustment Options - Reference/Trans Type/Tax Code

These options apply to the positive adjustment of inventory into the parent location. Enter a unique reference for the transaction (up to 20 characters), the transaction type, and the tax code that is applicable.

Negative Adjustment Options - Reference/Trans Type/Tax Code

These options apply to the negative adjustment of inventory out of the lower locations. Enter a unique reference for the transaction (up to 20 characters), the transaction type (you can select from one previously defined in Transaction Type Maintenance, which decreases inventory), and the tax code that is applicable.

Process

Click this button to run the process. Greentree generates the adjustment transactions. If the nominated parent location is not already a stocking location, the system updates the location status to make it a stocking location.

Cancel

Click this button to close the form.

Location Table

The table on the left side of the form displays all the current locations. You can expand (click +) or contract (click -) locations to view different location levels. The colour of the location reflects it's status, based on how the location is set up in Location Maintenance. A colour legend displays at the base of the form.

Expand

Use this option to expand locations from a level, up to a lower level, and transfer inventory from the high level location to the lower level that is specified.

Change From Level

Enter or select the high level parent) location from which you want to transfer inventory to the lower level specified in the Change To Level. You can, for example, enter location A01 to move inventory from location A01 into one of the lower level locations — like B12, d14, or s12.

Change To Level

Enter or select the lower level location that the inventory currently located in the Change From Level location will be transferred to. This location must be a sub-branch of the Change From Level location.

Positive Adjustment Options - Reference/Trans Type/Tax Code

These options applies to the positive adjustment of inventory into the Change To Level location. Enter a unique reference for the transaction (up to 20 characters), the transaction type (you can select from one previously defined in Transaction Type Maintenance, which increases inventory), and the tax code that is applicable.

Negative Adjustment Options - Reference/Trans Type/Tax Code

These options applies to the negative adjustment of inventory out of the Change From Level location. Enter a unique reference for the transaction (up to 20 characters), the transaction type (you can select from one previously defined in Transaction Type Maintenance, which decreases inventory), and the tax code that is applicable.

Process

Click this button to run the process. Greentree generates the adjustment transactions. If the nominated lower level location is not already a stocking location, Greentree updates the location status to make it a stocking location.

Cancel

Click this button to close the form.

Location Table

The table on the left hand of the form displays all the current locations, previously defined in Location Maintenance. You can expand (click +) or contract (click -) locations to view different location levels. The colour of the location reflects it's status, based on how the location is set up in Location Maintenance. A colour legend displays at the base of the form.

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