Managing Warehouses

Creating a Warehouse

1. Open the Warehouses (IN204000) form.
   To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
2. On the form toolbar, click Add New Record.
3. Type the unique identifier for the warehouse in the Warehouse ID box.
4. If your company uses multiple branches, in the Branch box, select the branch to which the warehouse will belong.
5. Make sure that the Active check box is selected.
6. If needed, in the Description box, type a brief description of the warehouse.
7. If needed, on the GL Accounts tab, select warehouse-specific general ledger accounts and subaccounts.
8. In the Country box of the Address tab, select the country where the warehouse is located.
9. If needed, on the Address tab, enter information about the company and the detailed address of the warehouse.
10. On the form toolbar, clickSave.

Creating a Warehouse Location

1. Open the Warehouses (IN204000) form.
   To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
2. On the form toolbar, click Add New Record.
3. In the Warehouse ID box, select the warehouse for which you want to create a location.
4. On the Locations tab, do the following for each location you need to create in the selected warehouse:
   1. On the table toolbar of the Location Table, click Add Row.
   2. Type the unique location identifier for this location in the Location ID column of the added row.
   3. If needed, in the Description column, type a brief description of the location that will help users identify it.
   4. Make sure that the Active check box is selected.
   5. In the other columns, check the default location settings and change them if needed.
5. On the form toolbar, click Save to save your changes.

Using Warehouse General Ledger Accounts and Subaccounts in a Posting Class

1. Open the Warehouses (IN204000) form.
   To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
2. On the form toolbar, click Add New Record.
3. On the form, do the following:
   1. In the Warehouse ID box, select warehouse that you will use as a source of accounts and subaccounts for a posting class.
   2. On the GL Accounts tab, specify the accounts and subaccounts that the system should use from the warehouse in the posting class.
   3. On the form toolbar, click Save to save your changes.
4. Open the Posting Classes (IN206000) form.
5. In the Class ID box of the Summary area, select a posting class for which you want to specify a warehouse as a source of general ledger accounts and subaccounts.
6. On the General tab, select Warehouse in each box related to an entity for which you want to use general ledger accounts and subaccounts from the warehouse (such as the Use Inventory/ Accrual Account from box).
7. On the form toolbar, click Save to save your changes.