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 on the User Preferences form, 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 on the Defaults tab on the Inventory Item Maintenance form) is used.
• The item has no stocking locations defined, the default location on the Module Control form 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 is 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 on the IN Item Defaults form, 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 on the IN Item Defaults form) in that warehouse is used.
• Use the item's first stocking location (defined on the IN Item Defaults form).
• If the item has no stocking locations defined on the IN Item Defaults form, the location from the previous line is used.

Note: The Module Control options Use Primary Location as Default and Validate Locations do not interface with these hierarchies. The hierarchies take effect based on which locations have been defined for the item in IN Item Defaults.

SO Entry and SO Packing Slip Maintenance

• If there is a location specified for the user on the SO Preferences form, this defaults to the sales order 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 a primary location default option is set on the Inventory Module Control form, the sales order line location is blank.
• If the option to use the primary location as a default is not set on the Inventory Module Control form, 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 on the PO Preferences form, this defaults to the purchase order header. Otherwise, the default location specified on the Inventory Module Control form defaults to the header.
• The item has multiple primary locations defined, the first primary location is used for the purchase order line.
• No primary location is defined, but a primary location default option is set on the Inventory Module Control form, the purchase order line location is blank.
• The option to use the primary location as a default is not set on the Inventory Module Control form, the purchase order line location defaults to the header location.

• Inventory Module Control
• Defaults Tab
• SO Preferences
• SO Module Control
• PO Preferences