Locations (RSIL)

The sum of all the locations for a product is displayed automatically in the Quantity On Hand field in Sales Inventory and Rental Inventory. This window on the Quantity On Hand opens this window showing the breakdown of that quantity by location and be current quantity in use

Alternatively, use the Product Quantity Adjustment or the Update On Hand Quantity by Product# utilities or the Update Product Quantities to add the quantity on location later.

Security and Audit Controls:

• This window becomes display only if the operator does not have role permission to "Add Inventory Quantities" as defined by the Security Roles that is assigned in the Operators.
  Note: Access to the inventory quantity fields is also available from other menu options such as the Update Product Quantities utilities, so additional password and access security may be required on the other menu options.
• Only locations for which the operator has security access as setup in Operators, can be added.
• An Inventory Adjustment record is automatically written, noting any operator who makes a change.
  A record is also written to Review Location Qty Changes.
• A Location record cannot be deleted from this table if the Cost by Location feature is enabled or if there are any quantities for this product "On Hand", "On Contract", "On Reservation", "On Sales Order", "On Purchase Order", "On Work Order", "On Work Order Back-Order", or if there is Cost quantity or a MIN, MAX quantity in the Inventory Re-Order Information window, or if there is a Cost Calculation Quantity (CCQ) on the product that is required to track cost per quantity changes.
• After any changes to product quantities are made directly to the location count, use Post Inventory Adjustments to print an audit report and to generate the postings to balance the change to the Inventory value in the G/L.
• Product searches in the Inventory Search tool will return records if there is a location (RSIL) record in this 'Locations' window even if that Location is flagged as Type "G/L Division" only or "Neither" in the Divisions table.
  Group searches will not return records for Locations flagged as Type "G/L Division" only or "Neither" in the Divisions table.

The prompts in the inventory location records include:

LOCATION

Enter in the Location (Branch or Division) where this sales item is stored, or select it from the drop-down list.
Only locations for which the operator has security access as setup in Operators, can be added.

Note: If there is no location record for a product, the product may not be reflected in inventory searches and location reporting, so if required the Add Product to Location utility can be run to create a location record with zero quantity for these products.

Location records are created as inventory is transferred or returned to and from various locations which can cause a location record to display with zero current quantity.
Locations with zero quantity can be removed by the Remove Quantity 0 From Locations utility.

ON HAND

Type in the quantity at this location only.
Window to view change details of inventory quantities for this location, as outlined in View Inventory Quantity Changes.

Note: If quantity is added manually for a Rental Inventory in this window, the associated Fixed Asset Tag must also be added/updated manually in the Asset Tag Detail window.

BIN #

This can represent the yard, location, or shelf in your storage area where this item is normally kept.
It defaults to the location Name but can be over-typed to be more specific as required.

This value can also be updated by the Inventory Clean-Up utility.

INVENTORY ADJUSTMENT Window

This window is triggered once if changes are made to the quantity in the Locations window.
The information in this window captures when and why inventory quantity changes are made, as outlined in Inventory Adjustment.

Document Quantities

Product quantities currently on Contract, Reservation, Sales Order, Purchase Order, Work Order and backordered on Work Order, are displayed.

Note: The total count in the On P.O. and the On Order fields displayed on the main screen for the product, may not match the location quantities shown as On P.O. and On Order in this Locations window, as the location quantity needs to include product Transfer quantities in order to reconcile availability and re-order requirements.

Expanded Record

Click the EXP/CON button to view the location name.

Finished?

Click ACCEPT Key twice (once for the detail line and once for all Locations).

SERIALIZED ITEMS Window

This window opens automatically for Sales Inventory to capture serial numbers only if this is a serialized sales part that is not set to record the serial numbers at Time of Sale.
Enter serial numbers to equal the quantity on the locations as outlined in Serial Numbers.
e.g. If quantity of 3 is added to location 1, record 3 serial numbers to match.

Quantity Discrepancy:

On exiting the location window, for Rental Inventory if the quantity total on a the Fixed Asset tags for the product does not match the current Quantity On Hand for the product, the Quantity Discrepancy warning window is triggered.

Note: If Sales Item Average Cost by Location processing has been activated in the Support Application Parameters, location records cannot be deleted here.