Difference between revisions of "Add New Backup Warehouse Screen"
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This screen will create a new warehouse and set it up as a [[Backup Warehouses|Backup Warehouse]] for an existing warehouse. Note that the primary warehouse facility cannot be created with this screen. | This screen will create a new warehouse and set it up as a [[Backup Warehouses|Backup Warehouse]] for an existing warehouse. Note that the primary warehouse facility cannot be created with this screen. | ||
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Prerequisites: | Prerequisites: | ||
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* The Backup Warehouse manager is designated and assigned the Role of Warehouse Manager, refer to [[Create Users and User Profiles]] | * The Backup Warehouse manager is designated and assigned the Role of Warehouse Manager, refer to [[Create Users and User Profiles]] | ||
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| − | * '''Owner''': Internal ID of the organization (a Party Group ID) which owns the inventory of this warehouse. It could be a unit of your company, or one of your vendors, or a special third party inventory warehouse company. | + | To create a new Backup Warehouse proceed as follows: |
| − | + | * '''Name''': Name of your new warehouse | |
| − | * '''Currency''': Currency of the inventory held in this warehouse. | + | * '''Owner''': Internal ID of the organization (a Party Group ID) which owns the inventory of |
| − | + | this warehouse. It could be a unit of your company, or one of your vendors, or a special third | |
| − | * '''Inventory Item Type''': Specifies whether the inventory is serialized or non-serialized. By default, it will be the same as that of the existing primary warehouse. | + | party inventory warehouse company. |
| + | * '''Currency''': Currency of the inventory held in this warehouse. | ||
| + | * '''Inventory Item Type''': Specifies whether the inventory is serialized or non-serialized. | ||
| + | By default, it will be the same as that of the existing primary warehouse. | ||
| + | * '''Initial Manager''': The party who will be the initial manager of this warehouse, for receiving | ||
| + | inventory and such. This user should have been configured already as a warehouse manager. | ||
| + | * '''Priority''': Priority sequence of this warehouse versus other backup warehouses, 1 being the | ||
| + | first backup warehouse to pull inventory from. | ||
| + | * '''From Date''' and '''Thru Date''' are the dates when this warehouse will be active as a backup | ||
| + | warehouse. | ||
| + | * When the entries are complete, Click: [Add New] | ||
| − | + | The following explains what is configured by this procedure: | |
| − | * ' | + | * The system will create a new warehouse, and set it as backup to your selected primary warehouse. |
| + | * It's inventory will be owned by the new Owner party you specified, and | ||
| + | * Your current organization well be configured as a "receive inventory for" party of this new warehouse. | ||
| + | * The initial manager you identified will be the manager of the new warehouse. | ||
| + | * If the owner has a Shipping Location address specified, the system will make that the initial shipping origin and destination location of the warehouse. If not, it will look for a General Location business address in the Owner profile. | ||
| − | + | You must now edit the addresses, contact information, and other details of your new warehouse using the Warehouse application located at: | |
| − | + | * Warehouse > Configuration Tab > [View Warehouse] button which supports [Update] of | |
| + | all the data. | ||
Latest revision as of 22:08, 10 November 2009
This screen will create a new warehouse and set it up as a Backup Warehouse for an existing warehouse. Note that the primary warehouse facility cannot be created with this screen.
Prerequisites:
- The primary warehouse was selected on a previous screen, refer to Configure Warehouses Screen
- The Backup Warehouse manager is designated and assigned the Role of Warehouse Manager, refer to Create Users and User Profiles
To create a new Backup Warehouse proceed as follows:
* Name: Name of your new warehouse * Owner: Internal ID of the organization (a Party Group ID) which owns the inventory of this warehouse. It could be a unit of your company, or one of your vendors, or a special third party inventory warehouse company. * Currency: Currency of the inventory held in this warehouse. * Inventory Item Type: Specifies whether the inventory is serialized or non-serialized. By default, it will be the same as that of the existing primary warehouse. * Initial Manager: The party who will be the initial manager of this warehouse, for receiving inventory and such. This user should have been configured already as a warehouse manager. * Priority: Priority sequence of this warehouse versus other backup warehouses, 1 being the first backup warehouse to pull inventory from. * From Date and Thru Date are the dates when this warehouse will be active as a backup warehouse. * When the entries are complete, Click: [Add New]
The following explains what is configured by this procedure:
- The system will create a new warehouse, and set it as backup to your selected primary warehouse.
- It's inventory will be owned by the new Owner party you specified, and
- Your current organization well be configured as a "receive inventory for" party of this new warehouse.
- The initial manager you identified will be the manager of the new warehouse.
- If the owner has a Shipping Location address specified, the system will make that the initial shipping origin and destination location of the warehouse. If not, it will look for a General Location business address in the Owner profile.
You must now edit the addresses, contact information, and other details of your new warehouse using the Warehouse application located at:
* Warehouse > Configuration Tab > [View Warehouse] button which supports [Update] of all the data.
