Remote Warehouse Assortment Creation—Exercises

Basic Data Setup

Site

Purpose: The purpose of this exercise is to create a site to be used in the main exercise.

Windows:
Site
Sites per User

  1. Create site XX-SITE1, replacing XX with your initials.
  2. Connect the site to your user ID.

General exercise for Entering Site

Enter Warehouse Structure

Purpose: The purpose of this exercise is to create a remote warehouse to be used in the main exercise.

Windows:
Warehouse Navigator

  1. Create warehouse XX-REMOTEWHS1, replacing XX with your initials.
  2. Select the Remote check box to set it to a remote warehouse.

General exercise for Enter Warehouse Structure

Inventory Part

Purpose: The purpose of this exercise is to create a inventory part to be used in the main exercise.

Windows:
Inventory Part

  1. Create inventory part XX1 on site XX-SITE1, replacing XX with your initials.

General exercise for Purchased Inventory Part
General exercise for Manufactured Inventory Part

Main Exercise

Purpose: The purpose of this exercise is to create a remote warehouse assortment.

Windows:
Remote Warehouse Assortment

Create Remote Warehouse Assortment

  1. Open the Remote Warehouse Assortment window.  
  2. In the Assortment field enter XX1, replacing XX with your initials.
  3. In the Description field enter an appropriate description.
  4. Click the General tab.
  5. In the Priority field enter an appropriate priority where 1 is of highest priority.
  6. Click the Parts tab.
  7. Create a new record (F5).
  8. Select inventory part XX1 in the Part No field by entering it or using List of Values (F8).
  9. Enter appropriate values in the Refill Point Qty and Refill To Qty fields.
  10. Enter an appropriate refill source in the Refill Source field.
  11. Click the Sites tab.
  12. Create a new record (F5).
  13. In the Sites field, select site XX-SITE1 by entering it or using List of Values (F8).

Note: You can also set the assortment as valid for all sites by selecting the Valid for all Sites check box.

  1. Save the record (F12).
  2. Click the Remote Warehouses tab.
  3. Create a new record (F5).
  4. In the Sites field, select remote warehouse XX-REMOTEWHS1 by using List of Values (F8).

Note: You can also connect your assortment to all remote warehouses by right-clicking and clicking Connect to all Remote Warehouses, on the header.

  1. Save the record (F12).