| Item - Warehousing Defaults (whwmd4101s000) |  |
| Use this session to change or view the default warehousing data for items. The defaults you enter in this session are used when inserting a new item in the Items - Warehousing (whwmd4500m000) session.
Fields | Description
General
Item Type | The item type for which the default is defined. The item type places the item in a group of items, so that certain functions of the package will only apply to that item.
Item Group | The code of the item group to which the defaults apply.
General
Item Valuation Group | An entity that is used to group items for inventory valuation purposes. To define an item valuation group, you must link an item valuation group code to the items that you want to include in the warehouse valuation group. Item valuation groups and warehouse valuation groups are linked, for example, to inventory valuation methods to valuate the item-warehouse combinations included in the warehouse and item valuation groups.
Allocation Level | The inventory allocation level for the current item stored in the current warehouse. Related topics Inventory allocation levels Allocation and hard pegging in Warehouse Management
Packing Instructions | If this check box is selected, packing instructions are available. To view or edit packing instructions, press Ctrl-T and in the dialog that appears, select Packing Instructions.
Exclude from Cycle Counting | The default value of the Exclude from Cycle Counting field in the Items - Warehousing (whwmd4500m000) session.
Hazardous Material | If this check box is selected, the item is hazardous. This can be important information for storage and transport.
Class of Risk | The class of risk that applies to the hazardous material. This field is only accessible when the Hazardous Material check box is selected. This field is used to select data to print national bills of lading, CMRs, freight documents, and inventory data in the Inventory Handling module.
Item Text | If this check box is selected, item text is available. To view or edit item text, press Ctrl-T and in the dialog that appears, select Item Text.
Ownership
Registration Level | Ownership Registration Level The default value in this field is Warehouse. The value that you select in this field is taken as the default value for the Registration Level field in the Item - Warehousing (whwmd4100s000) session. The following constraints apply to the values of this list: List value Location is available if location control is enabled for the item type or item group of the current item. List value Physical Item is available if handling units are used the Warehouse Management package, that is, if the Handling Units in Use check box is selected in the Master Data Parameters (whwmd0100s000) session. List value Physical Item and Location is available if the current item is location controlled and the Handling Units in Use check box is selected in the Master Data Parameters (whwmd0100s000) session. Related topics Ownership registration setup in Warehousing
Issue Priority | Ownership Issue Priority The default value for this field is Free. However, this value is not available if the value in the Registration Level field is Warehouse. The value that you select in this field is taken as the default value for the Registration Level field in the Item - Warehousing (whwmd4100s000) session. List value Not Owned Inventory First is applicable to manufactured items, purchased items, and generic items. Related topics To determine the stock to be issued Ownership registration setup in Warehousing
Ownership for Return to Warehouse | This field determines how to handle the ownership for production return orders. On a production order, a business partner is not known. As a result, Manufacturing cannot read an agreement. Instead, Manufacturing obtains a default value from the Ownership for Return to Warehouse field of the Item - Warehousing (whwmd4100s000) session. The following values are available: Ownership. The default value in this field is Company Owned.
Variances
Process Inventory Variances Automatically | If this check box is selected, ERP LN processes inventory variances automatically.
Use Fulfillment Plan | This field provides the default value for the Use Fulfillment Plan check box in the Items - Warehousing (whwmd4500m000) session. Related topics Integration with Fulfillment Planning
Inventory
Storage Data
Location Controlled | If this check box is selected, the item is location-controlled If this check box is cleared, the item is not location-controlled
Floor Stock | If this check box is selected, the item originates from floor inventory. Items can be stored as floor inventory if: Their associated inventory carrying costs are low. They are present on the shop floor. Issues may not be entered manually. The item originating from the floor stock can appear as a component in the production bill of material or as material in the formula. In the case of a production order containing floor stock items, the estimated and actual data are the same. This means that the estimated quantities are automatically issued from inventory. With backflushing these are the quantities, calculated on the basis of the output of the production order or the quantity in the production batch. If this check box is cleared, the item does not originate from the floor stock and costing is based on the actual usage.
Inventory Carrying Costs | The inventory carrying costs constitute the cost of storing one inventory unit of an item for one year: these costs include interest, storage space, and risk. Allowed values 0 - 9999999.9999 Default value 0000 Note Inventory costs are used in the Calculate Economic Order Quantity (Camp) (whina2201m000) session.
Inventory Carrying Costs | The currency in which carrying costs are expressed.
Frequency for Storage Inspection | The frequency of the cycle counts of this item in days. Allowed values 0 - 999 Default value 0 You can generate regular cycle counts. For these counts, only those items are considered for which the value of this field is not equal to zero.
Issue Data
Expected Annual Issue | The quantity of items which is expected to be used (issued) per year. Allowed values 0 - 999999999.9999 Default value 0 Note For the ABC analysis of items with a historical usage spanning no more than 3 periods, the expected annual issue is used in the Perform ABC Analysis (whina6210m000) session. The expected annual issue is also used in the Calculate Economic Order Quantity (Camp) (whina2201m000) session. The expected annual issue is updated through the Calculate Demand Forecast (whina2202m000) session.
Forecast Method | The forecast method determines how the expected demand for the item group in the next period is forecast. moving average exponential smoothing Previous Year's Calculation, using the calculation of the previous year as an estimate for the demand. Last Period's Demand, using the demand in the previous period as a forecast for the consecutive period. These methods must be predefined in the Forecast Methods (whina2100m000) session. The forecast method is only used in the Calculate Demand Forecast (whina2202m000) session, which serves to compute: The demand forecast for the next period The safety stock The reorder point The expected annual issue for each item
Consignment Priority | The consignment priority for replenishment of the item. If this check box is selected, consignment inventory is used before own inventory. If this check box is cleared, own inventory is used before consignment inventory. The consignment inventory is used as a buffer.
Outbound Method
Outbound Method | The outbound priority for the issuing from inventory. If the item is of type Service or Cost, the outbound priority By Location is mandatory. Allowed values LIFO Using the LIFO system to determine demand, the inventory with the latest inventory date will be the first inventory to be issued. FIFO Using the FIFO system to determine demand, the inventory with the earliest inventory date will be the first inventory to be issued. By Location Using the outbound system By Location to determine demand, the inventory will be issued from inventory based on the outbound priority of the locations. The inventory date will not be taken into account. Note that you can use the By Location method for warehouses with and without locations. Performance aspects Using the outound methods may result in a considerable increase of records in your system and may impact system performance. For information on using outbound methods while limiting data growth and the use of system resources, see Outbound methods
Period for Shelf Life
Period for Shelf Life | The unit of time in which the item's shelf life is expressed.
Shelf Life [Periods] | The shelf life indicates the length of time that the item can be held in inventory. Allowed values Minimum: 0 Maximum: 999
Advanced Negative Inventory
Create Outbound Advice Despite Inventory Shortage | If this check box is selected, ERP LN creates outbound advice, even if insufficient inventory is available. Note This option is only available if, in the Inventory Handling Parameters (whinh0100m000) session, the Advanced Negative Inventory check box is selected.
Allow Negative Inventory without On Order | If this check box is selected, ERP LN will not block confirmation of the picking list line if insufficient inventory is available or on order. Note This option is only available if, in the Inventory Handling Parameters (whinh0100m000) session, the Advanced Negative Inventory check box is selected.
Identification
Lots
Lot Tracking | If this check box is selected, the item's lots are tracked in Warehouse Management. You can only select this check box if the item is lot controlled. An item is lot controlled if for the item the Lot Controlled check box in the Item - General (tcibd0101s000) session is selected. Related topics Lot tracking
Lots in Inventory | If this check box is selected, the full lot-control functionality is available. If this check box is cleared, ERP LN does not record the inventory for each combination of lot and warehouse, and location. For more information, refer to Lot control (not in inventory). You can only select this check box if the item is lot controlled. An item is lot controlled if for the item the Lot Controlled check box in the Item - General (tcibd0101s000) session is selected. If this check box is selected, the following fields, which are used in the high volume scenario, are set to read-only and have the Not Applicable value: Lot Entry for Direct Delivery Lot Entry During Receipt Lot Entry During Transfer Register Lot Issue During As Built Related topics Lot control (not in inventory)
Lot Price | The default value of the Lot Price field in the Items - Warehousing (whwmd4500m000) session.
Lot Price | The default value of the Lot Price field in the Items - Warehousing (whwmd4500m000) session. You can only select this check box if the following apply: The item is lot controlled. The Lots in Inventory check box is selected. After any inventory has become present for the item or after any issues have been made, you can no longer change the setting of this check box. In that situation, you can change the inventory valuation method by using the Change Valuation Method (whina1232m000) session. Related topics Lot pricing
Lots Not in Inventory
Lot Entry for Direct Delivery | If the value of this field is Yes, and the order line on the ASN is a direct delivery purchase line, you must register the lot code in the ASN Line Lots and Serials (whinh3105m000) session. Note If you enter a template in the Registration Template field, the settings of that field can overrule this field. Related topics Lot registration Lot control (not in inventory)
Lot Entry During Receipt | The default value of the Lot Entry During Receipt field in the Items - Warehousing (whwmd4500m000) session. If the Lots in Inventory check box is selected, this field has the value Not Applicable and cannot be changed. If the value of this field is No, the option to register lot codes of received items during receipt is not available. Related topics Lot control (not in inventory)
Lot Entry During Transfer | The default value of the Lot Entry During Transfer field in the Items - Warehousing (whwmd4500m000) session. Important! Leaving this field set to No can adversely affect lot tracking. Related topics Lot tracking Lot control (not in inventory)
Register Lot Issue During As Built | The default value of the Register Lot Issue During As Built field in the Items - Warehousing (whwmd4500m000) session. This field can have the following values: Not Applicable The Lots in Inventory check box is selected, and this field is read-only. Yes If a component is issued for the production of a serialized item (order origin is SFC Production ), registration of lot codes for is mandatory. You can enter the lot codes in the Serial End Item - As-Built Components (timfc0111m000) session. If lot tracking is required, this entry will also result in an entry for lot tracking. If the component is not a serialized item, you must register the lot during outbound or during shipment. No You cannot register lots in the as-built process. In this case you must register lots before confirm shipment, either in the Outbound Advice Lots and Serials (whinh4126m000) session or the Shipment Line Lots and Serials (whinh4133m000) session.
Register Lot Issue in Service & Maintenance | This field determines whether you must fill lot distribution tables for items issues in Warehouse Management or in Service. The values of this field determine at which point you must register lot numbers for lot items whose issue from the warehouse is initiated by orders of the following origin: Maintenance Work Maintenance Work (Manual) Service Service (Manual) Maintenance Sales Maintenance Sales (Manual) For this field, the following values are available: If the Lots in Inventory check box is cleared and the value of the current field is No, the registration of issued lot numbers is carried out by Warehouse Management. The lot information is passed to Service when the warehouse order is shipped.. If the Lots in Inventory check box is cleared and the value of the current field is Yes, the registration of lot numbers used in maintenance is carried out by Service. If the Lots in Inventory check box is selected, in which case the low volume scenario is used, the value of the current field is Not Applicable.
Serials
Serial Tracking | If this check box is selected, the item's serial number is tracked in Warehouse Management, which enables you to view the following information on serialized items: The inbound or outbound orders for which serial numbers are registered. This information is displayed in the Serial Tracking - Overview (whltc5515m000) session. The outbound orders for which serial numbers are registered. This information is displayed in the Item - Serials - Issues (whltc5510m000) session. The inbound orders for which serial numbers are registered. This information is displayed in the Item - Serials - Receipts (whltc5511m000) session. The serial number, the originating order, and other data by item for inbound items in the Order - Serials (whltc5512m000) session. You can only select this check box if the item is a serialized item. An item is serialized if, in the Item - General (tcibd0101s000) session, the Serialized check box is selected for the item. Related topics Serialized items in Warehouse Management Overview of serialized items To set up serialized items
Serials in Inventory | If this check box is selected, the low volume scenario is used, which means that serial numbers are individually stored in inventory. You can view the serial numbers in inventory in the Item - Serials and Warehouses (whltc5100m000) session. Note Select this check box for low volume environments in which intensive tracking of serialized items, throughout the goods flow, is required and where each serialized item must be handled individually. Clear this check box for high volume environments in which serialized items do not require tracking throughout the goods flow, individual handling, and storage in inventory. If serials are stored in inventory, you cannot enable backflushing in Manufacturing. For more information, refer to Backflush Materials. You can only select this check box if he Assembly Control module is not implemented. Important! If this check box is unavailable, make sure the Direct Process Warehouse Order line check box in the Items - Production (tiipd0101m000) session is cleared. If this check box is selected, you can convert the serialized item to not being recorded in inventory. For this purpose, choose Convert to not in Inventory if inventory is present for the item. As a result, this check box is cleared and the serial number in inventory records that are stored in the Lot Control module are deleted. If this check box is selected, the following fields, which are used in the high volume scenario, are set to read-only and have the Not Applicable value: Serial Number Entry for Direct Delivery Serial Number Entry During Receipt Serial Number Entry During Transfer Register Serial Issue During As Built Register Serial Issue in Service & Maintenance Related topics Serialized items in Warehouse Management Blanket warehousing orders
Serial Price | If this check box is selected, the serial price and valuation method serial price is maintained by default. You can select this check box if: The Serials in Inventory check box is selected for the item. The item type of the item is either of the following: Purchased Manufactured Generic Related topics Serialized items in Warehouse Management Overview of serialized items To set up serialized items
Serials Not in Inventory
Serial Number Entry for Direct Delivery | This field is available if the high volume scenario is used. The high volume scenario is used if the Serials in Inventory check box is cleared. If the Serials in Inventory check box is selected, the low volume scenario is used. As a result, the current field is read-only and the value is Not Applicable. If the value of this field is Yes, and the order line on the ASN is a direct delivery purchase line, you must register the serial number in the ASN Line Lots and Serials (whinh3105m000) session. Related topics Overview of the high volume serial registration settings Serialized items in Warehouse Management To set up serialized items
Serial Number Entry During Receipt | This field is available if the high volume scenario is used. The high volume scenario is used if the Serials in Inventory check box is cleared. If the Serials in Inventory check box is selected, the low volume scenario is used. As a result, the current field is read-only and the value is Not Applicable. If the value of this field is Yes, you must register the serial numbers of received serialized items in the Receipt Line Lots and Serials (whinh3123m000) session. If the value of this field is No, the option to register serial numbers of received serialized items during receipt is not available. Registration of received serial numbers can be useful in tracking what happens to which serial, for example, during inspection. If you access the Receipt Line Lots and Serials (whinh3123m000) session from the Warehouse Inspections (whinh3122m000) session, you can view and maintain serial numbers for items that must be rejected or destroyed. You can change the setting of this check box, but if inventory exists for for the current item, a warning to that effect appears. Related topics Overview of the high volume serial registration settings Serialized items in Warehouse Management To set up serialized items
Serial Number Entry During Transfer | This field is available if the high volume scenario is used. The high volume scenario is used if the Serials in Inventory check box is cleared. This field can have the following values: Not Applicable The Serials in Inventory check box is selected, and this field is read-only. Yes Registration of serial numbers for transfer orders is mandatory. However, the impact of this value depends on the value of the Serial Number Entry During Receipt field: If the value of the Serial Number Entry During Receipt field is Yes, serial number registration for both the inbound and outbound lines of transfer orders is mandatory. If the value of the Serial Number Entry During Receipt field is No, serial number registration is not available for the transfer order receipt lines. No Serial number registration is not available for transfer order outbound or receipt lines. Related topics Overview of the high volume serial registration settings Serialized items in Warehouse Management To set up serialized items
Register Serial Issue During As Built | This field is available if the high volume scenario is used. The high volume scenario is used if the Serials in Inventory check box is cleared. The values of this field determine at which point you must register serial numbers for component items that are issued from the warehouse to the shop floor to manufacture end items listed on production orders in Manufacturing. To issue component items, the following methods are available: backflushing ERP LN allocates the component items to the production order without performing a warehouse issue procedure, therefore no outbound order lines are created to issue the components. Automatic warehouse processing After you release the production order, ERP LN creates an automatically processed warehousing order of the Issue and SFC Production origin. Manual warehouse processing The same as the previous method, except that the warehousing order is processed manually. The values in this field relate to the third method, Manual warehouse processing. This field can have the following values: Not Applicable The Serials in Inventory check box is selected, and this field is read-only. Yes After the production order is released, register serial numbers for the component items to be issued in the Serial End Item - As-Built Components (timfc0111m000) session of Manufacturing. No When you process the outbound order to issue the component items, you must register serial numbers for the outbound advice related to the outbound order lines. Note that if you select this value, you cannot select the Backflush Materials and Direct Process Warehouse Order line check boxes in the Items - Production (tiipd0101m000) session. The settings of these check boxes determine which of the methods to issue components for production orders is used. However, if the Backflush Materials and Direct Process Warehouse Order line check boxes are selected in Manufacturing, you cannot select this value. Related topics Overview of the high volume serial registration settings Serialized items in Warehouse Management To set up serialized items Overview of material issue
Register Serial Issue in Service & Maintenance | This check box is available if the high volume scenario is used. The high volume scenario is used if the Serials in Inventory check box is cleared. The values of this field determine at which point you must register serial numbers for serialized items whose issue from the warehouse is initiated by orders of the following origin: Maintenance Work Maintenance Work (Manual) Service Service (Manual) Maintenance Sales Maintenance Sales (Manual) For this field, the following values are available: If the Serials in Inventory check box is cleared and the value of the current field is No, the registration of issued serial numbers is carried out by Warehouse Management. If the Serials in Inventory check box is cleared and the value of the current field is Yes, the registration of serial numbers used in maintenance is carried out by Service. If the Serials in Inventory check box is selected, in which case the low volume scenario is used, the value of the current field is Not Applicable. Related topics Overview of the high volume serial registration settings Serialized items in Warehouse Management To set up serialized items
Lots and Serials
Registration Template | The lot and serial registration template. To select a template, zoom to the Lot and Serial Registration Templates (whwmd4102m000) session. Related topics Lot and serial registration templates How to define lot and serial registration templates Serialized items in Warehouse Management Lot registration
Print Lots and Serial Numbers on Shipment Reports | The default value of the Print Lots and Serial Numbers on Shipment Reports field in the Items - Warehousing (whwmd4500m000) session. Related topics Serialized items in Warehouse Management
Handling Units
Handling Units in Use | If this check box is selected, the use of handling units is enabled for the item. This checkbox is automatically selected if the value of the Registration Level field is Physical Item and Location or Physical Item. Related topics Handling units Allocation and hard pegging in Warehouse Management Inventory allocation levels
Handling Unit Version Controlled | If this check box is selected, handling units used for the current item are version controlled. Handling units for which splitting is enabled can be defined as version controlled. If a handling unit is version controlled, you can use the handling unit after it has been split. For each split-up handling unit, a new version code is generated. Handling units can be split up into two or more handling units, for example, as a result of inbound advice to different locations. A version-controlled handling unit is modified and kept active after activities such as adding or taking out inventory.
Log Version History | If this check box is selected, history records are maintained for the versions of version-controlled handling units of the item. Handling unit version history is displayed in the Handling Unit Version History (whwmd5531m000) session.
Track Handling Unit Status | If this check box is selected, a history record is generated for each status change of a handling unit. Handling unit history is displayed in the Handling Unit Version History (whwmd5531m000) session.
Dynamic Cross-docking
Dynamic Cross-docking | If this check box is selected, dynamic cross-docking is possible for this item. Related topics Dynamic cross-docking
Minimum Cross-dock Quantity | No cross-dock orders will be generated for quantities less than this value. Note The value defined in this field serves as default for the corresponding field in the Warehouse - Item (whwmd2110s000) session. You can always manually create cross-dock orders that do not comply with the values of the quantity fields. These fields only apply to the generation of cross-dock orders during release to warehousing and the Generate Cross-dock Orders and Cross-dock Order Lines (whinh6200m000) session.
Maximum Cross-dock Quantity | No cross-dock orders will be generated for quantities more than this value. Note The value defined in this field serves as default for the corresponding field in the Warehouse - Item (whwmd2110s000) session. You can always manually create cross-dock orders that do not comply with the values of the quantity fields. These fields only apply to the generation of cross-dock orders during release to warehousing and the Generate Cross-dock Orders and Cross-dock Order Lines (whinh6200m000) session.
Create Cross-dock Order for Maximum | This field indicates whether a cross-dock order will be generated for the maximum cross-dock quantity if the ordered quantity of the outbound order line is more than the quantity defined in the Maximum Cross-dock Quantity field.
Maximum cross-dock qty | Issue order released to WH | Resulting cross-dock order if this check box is...
...selected | ...cleared
100 pcs | 120 pcs | 100 pcs | -
100 pcs | 80 pcs | 80 pcs | 80 pcs
Note The value defined in this field serves as default for the corresponding field in the Warehouse - Item (whwmd2110s000) session. You can always manually create cross-dock orders that do not comply with the values of the quantity fields. These fields only apply to the generation of cross-dock orders during release to warehousing and the Generate Cross-dock Orders and Cross-dock Order Lines (whinh6200m000) session.
Direct Material Supply (DMS)
DMS Supplied | If this check box is selected, the item is DMS supplied. Related topics Direct material supply (DMS)
DMS upon Receipt | Indicates whether DMS will be carried out for this item after confirm receipt.
DMS upon SFC Receipt | Indicates whether DMS will be carried out for this item after confirm receipt of an SFC order.
DMS on Inventory | Indicates whether DMS will be applied to the inventory for this item.