Difference between revisions of "Backup Warehouses"

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(→‎Configure a Backup Warehouse)
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Your backup warehouses could be owned by your company or by one of your suppliers.  If a warehouse is owned by a supplier, the general ledger will account for the cost of the inventory located there when you transfer some of it to your own facility.
 
Your backup warehouses could be owned by your company or by one of your suppliers.  If a warehouse is owned by a supplier, the general ledger will account for the cost of the inventory located there when you transfer some of it to your own facility.
  
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==Create a New Warehouse Facility==
 
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'''(This step requires your System Administrator's assistance.)'''
 
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Creating your facilities is part of the configuration performed by a System Administrator for you '''opentaps''' system.  Creation of a new warehouse facility is accomplished using a section of the system which is located at the following address on your opentaps server:
 
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  /facility/control/login
 
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  (Example of the address might be this type of URL:
 
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      https/your_server_name:port_number/facility/control/login).
 
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To create a new warehouse facility proceed as follows,
 
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*  Using your system URL, open the /facility/control/login page and log in to the system
 
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*  The "Facility Manager Application" screen opens
 
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*  The screen displays the Facilities List of all your current facilities
 
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      (stores and warehouses).
 
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*  Click: [Create New Facility] the Facility (ID:) screen opens with a blank ID
 
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**  Select the '''Facility Type ID''' from the drop down box = "Warehouse"
 
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**  Enter or look up the '''Owner''' = a unit of your company, or a Supplier
 
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      who is listed in your system under Purchasing > Suppliers Tab
 
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** Optionally enter a Default Weight Unit
 
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** Select '''Default Inventory Item Type''' either serialized on non-serialized
 
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** Supply a '''Name''' for your new facility
 
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** Optionally enter a Square Footage value for the facility
 
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** Enter a Description if desired
 
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** Enter the Default (lead time) Days To Ship from this facility after a request.
 
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*  Click: [Update] to create the facility
 
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No other entries are required in this section of the system, at this time.
 
  
 
==Configure a Backup Warehouse==
 
==Configure a Backup Warehouse==
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To configure a backup warehouse for use with Material Resource Planning (MRP) and other Inventory operations, proceed as follows:
 
To configure a backup warehouse for use with Material Resource Planning (MRP) and other Inventory operations, proceed as follows:
  
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  *  Using the procedure in the last section of this page, Create the primary warehouses
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  *  Using the procedure in [[Create New Facility#Warehouse Setup|Warehouse Setup]], name and Create the warehouses you use both primary and backup.
 
     required before starting this configuration step.
 
     required before starting this configuration step.
 
  *  Open this page from Main Navigation screen: Purchasing Icon > Planning Tab
 
  *  Open this page from Main Navigation screen: Purchasing Icon > Planning Tab

Revision as of 16:48, 14 November 2009

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Introduction to Backup Warehouses

opentaps allows you to configure backup warehouses, so that during Material Resources Planning, if a part is out of stock in the main warehouse, the system will automatically create inventory transfers from a backup warehouse to fulfill the shortfall.

You can configure as many backup warehouses as you need and create purchase orders which are shipped to the backup warehouses. Then you receive inventory into them, and transfer inventory from them to a main warehouse or another backup warehouse.

Your backup warehouses could be owned by your company or by one of your suppliers. If a warehouse is owned by a supplier, the general ledger will account for the cost of the inventory located there when you transfer some of it to your own facility.


Configure a Backup Warehouse

To configure a backup warehouse for use with Material Resource Planning (MRP) and other Inventory operations, proceed as follows: 

*  Using the procedure in Warehouse Setup, name and Create the  warehouses you use both primary and backup.
   required before starting this configuration step.
*  Open this page from Main Navigation screen: Purchasing Icon > Planning Tab
*  Click: [Configure Warehouses] button, the Configure Warehouses Screen opens

Next, follow the steps provided on the Configure Warehouses Screen.

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