Convert Existing Locations to Warehouse Locations

You can enable an existing inventory location to use zones and bins and to operate as a warehouse location.

The batch job to enable a location for warehouse operation creates initial warehouse entries for the warehouse adjustment bin for all items that have inventory in the location. These initial entries will be balanced when warehouse physical inventory entries are entered after the batch job is run.

You can create zones and bins either before or after the conversion. The only bin that you must create before the conversion is the one that is to be used as the future adjustment bin.

Important

To clear all negative inventory and any open warehouse documents before you convert the location for warehouse handling, run a report to identify the items with negative inventory and open warehouse documents for the location. For more information, see Check on Negative Inventory.

To enable an existing location to operate as a warehouse location

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Create Warehouse Location, and then choose the related link.

  2. In the Location Code field, specify the location that you want to enable for warehouse processing.

  3. In the Adjustment Bin Code field, specify the bin at the location where unsynchronized warehouse entries are stored. For more information, see the To synchronize the adjusted warehouse entries with the related item ledger entries.

    Using the open item ledger entries for the specified location, warehouse journal lines are created that sum up every combination of Item No., Variant Code, Unit of Measure Code, and, if necessary, Lot No. and Serial No. in the item ledger entries. The warehouse journal lines are then posted. This posting creates warehouse entries that place the inventory in the warehouse adjustment bin. The Adjustment Bin Code on the location card is also set.

  4. To see which items were added to the adjustment bin during the batch job, run the Warehouse Adjustment Bin report.

  5. When the Create Warehouse Location batch job has completed, perform and post a warehouse physical inventory. For more information, see Count, Adjust, and Reclassify Inventory Using Journals.

Note

Note:
It is recommended that you run the Create Warehouse Location batch job at a time when it will not impact the daily work in the system. This job processes each entry in the Item Ledger Entry table, and if there are a large number of item ledger entries, the job can last several hours.

For those locations that did not use warehouse management documents before the conversion, you must re-open and release any source documents that were partially received or partially shipped before the conversion.

See also

Warehouse Management Overview Inventory
Setting Up Warehouse Management
Assembly Management
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