Backup Warehouses

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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.

Create a New Warehouse Facility

(This step requires your System Administrator's assistance.)

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:

 /facility/control/login
 (Example of the address might be this type of URL: 
     https/your_server_name:port_number/facility/control/login).

To create a new warehouse facility proceed as follows,

*  Using your system URL, open the /facility/control/login page and log in to the system 
*  The "Facility Manager Application" screen opens
*  The screen displays the Facilities List of all your current facilities 
     (stores and warehouses).
*  Click: [Create New Facility] the Facility (ID:) screen opens with a blank ID 
**  Select the Facility Type ID from the drop down box = "Warehouse"
**  Enter or look up the Owner = a unit of your company, or a Supplier
     who is listed in your system under Purchasing > Suppliers Tab
** Optionally enter a Default Weight Unit
** Select Default Inventory Item Type either serialized on non-serialized
** Supply a Name for your new facility
** Optionally enter a Square Footage value for the facility
** Enter a Description if desired
** Enter the Default (lead time) Days To Ship from this facility after a request.
*  Click: [Update] to create the facility

No other entries are required in this section of the system, at this time.

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 Backup Warehouses#Creating a New Warehouse Facility
    Create the backup warehouse 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

Follow the steps provided on the Configure Warehouses Screen.