Transaction Locations

Here is the hierarchy used to determine the location that defaults to inventory transaction lines for various transaction types:

IN Transaction Entry, AR Invoice Entry, AP Invoice Entry

For the first transaction line, if:

• There is a default location assigned to the user in User Preferences, this is used.
• The item has a primary location in the same warehouse as the location of the transaction type, this location is used.
• The item has multiple primary locations defined, the first primary location is used.
• The inventory item has no primary location defined, the item's first stocking location (defined in IN Item Defaults) is used.
• The item has no stocking locations defined, the IN Control default location is used.

For subsequent transaction lines:

• If the item has a primary location in the same warehouse as the location of the transaction type, this location will be used.
• If the item has multiple primary locations defined, the first primary location is used.
• If the location in the previous line is defined for the new line item in IN Item Defaults, the location from the previous transaction line is used.
• If the location in the previous line belongs to a warehouse, the item's first stocking location (defined in IN Item Defaults) in that warehouse is used.
• Use the item's first stocking location (defined in IN Item Defaults).
• If the item has no stocking locations defined in IN Item Defaults, the location from the previous line is used.

SO Entry and SO Packing Slip Maintenance

• If there is a location specified for the user in SO User Preferences, this defaults to the SO Header. Otherwise, the default location specified in IN Module Control defaults to the header.
• Locations defaults to sales order lines only if the SO Module Control option Default Locations is selected.
• If the item has multiple primary locations defined, the first primary location found in the warehouse of the header location is used, otherwise the first primary location is used, regardless of warehouse.
• If no primary location is defined (but primary location default option is set in Inventory Module Control), the sales order line location will be blank.
• If the option to use the primary location as a default is not set in Inventory Module Control, the sales order line location defaults to the header location.

PO Entry, PO Receipt Entry, and PO Shipment Entry

• If there is a location specified for the user in PO User Preferences, this defaults to the PO header. Otherwise, the default location specified in Inventory Module Control defaults to the header.
• If the item has multiple primary locations defined, the first primary location is used for the purchase order line.
• If no primary location is defined (but primary location default option is set in Inventory Module Control), the purchase order line location will be blank.
• If the option to use the primary location as a default is not set in Inventory Module Control, the purchase order line location defaults to the header location.

• IN Item Defaults