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Adding an Item to a Warehouse

To make use of the inventory function, you must link items in the resource catalog to a specific warehouse. You can do this by creating warehouse items for each warehouse. When you create a warehouse item, you can enter the locations where the warehouse staff can find the item and a picking method for the item (for example, manual or forklift). This information is included when the item is placed on a pick list. You can also select a count group for each item. You can use count groups to filter warehouse items when creating count sheets.
You can set up replenishment rules for warehouse items. APM uses these rules to determine when you need to get more stock. If the resource is a consignment item, you must select the appropriate consignment inventory group as the inventory group for receiving the replenishment orders.
Warehouse items can also be set to have a manual replenishment review. For example, a manual review would be appropriate when you stock seasonal or high value materials. When an item needs to be replenished, you can set APM to create either a purchase order or a request to transfer stock from another warehouse.
Audit history for a warehouse item such as when the item was created, can be viewed on its History view, By Event tab.
This topic explains how to add a warehouse item to an existing warehouse.

To Add an Item to a Warehouse

1.
In the Site window, select the Resource Management view and then the Inventory tab.
2.
On the Warehouses tab, double-click the warehouse that you want to add items to. The Warehouse window opens displaying the Stocked Items view.
3.
Click New. The Warehouse Item window appears.
4.
On the General tab, complete each of the following sections with the appropriate information.
Setting Name
Description
Resource
The part number for the resource being stocked. If you know the number, you can enter it here. To see the resource catalog, click Browse. The Resource Selector dialog appears. Select the resource you want to add to the warehouse and click OK.
APM fills in the Description and Unit of measure boxes automatically.
Primary location
The primary storage location for this warehouse item. The primary storage location is the first place to look for this item. Use the formatting required by your organization.
Secondary location
The secondary storage location for this warehouse item. The secondary storage location is the second place to look for the item if there are none or not enough at the primary location. Use the formatting required by your organization.
Pick sequence
The pick sequence for this warehouse item. A pick sequence provides the sorting sequence for displaying or printing pick list or count sheet lines.
Determining the sequence provides an orderly view for material to be prepared for a pick list, or for material to be counted for a count sheet. This information is used along with a warehouse item's pick method to guide the picker or counter though the pick/count action in an efficient sequence.
Pick method
The pick method for this warehouse item (for example, manual or forklift). This information will be included when the item is placed on a pick list.
Pack Size
The number of individual items that are in one package for this warehouse item.
The system uses this number to calculate how many bin labels to print for the warehouse item.
Count group
The count group for this warehouse item. Count groups are used to filter items when creating count sheets.
5.
On the Replenishment tab, fill out each of the following sections with the appropriate information.
Setting Name
Description
Method
The method used to replenish this item: Purchase or Transfer.
Purchase: This method creates a resource demand of the type Purchase. The buyer will review the replenishment demand and use the information to create a PO line.
Transfer from: This item will be replenished using a request to transfer stock from another warehouse. This method creates a resource demand of the type Transfer. Transfer demands become warehouse transfer transactions.
Replenishment policy
The policy for replenishing this item: Manual or System.
Manual: Select this option if a manual review will be conducted to determine the need to replenish the item. The item will not be included when the Create a replenishment requisition action is run.
System: Select this option if APM will determine the need to replenish the item when the Create a replenishment requisition action is run for the warehouse.
Replenishment Point
The replenishment point for this item. When the number of available warehouse items falls to this level or lower, then a replenishment demand is created. The replenishment point should include enough stock to satisfy the demand during the lead time required to receive more stock.
Replenishment Quantity Type
This box shows how you want to replenish the stock: with a Fixed Quantity or to a Maximum Level.
Fixed Quantity: The replenishment demand will always request the same number of items or multiples of the number if required to push the available balance above the replenishment point.
Maximum Level: The replenishment demand will calculate how many items to order to reach the maximum stock level.
Replenishment Quantity
The replenishment quantity. This information is used to determine the required quantity on a replenishment demand.
If you have selected Fixed Quantity as the replenishment type, enter the number of items to order. If you have selected Maximum Level as the replenishment type, enter the maximum stock level for this item.
Average monthly demand
If you are replenishing to a maximum level, enter the average quantity of this item that is used each month. Average monthly demand represents an average of the total usage over a predetermined and constant number of months. This would typically be an average of the last three or six months.
APM uses this information to calculate how much stock to order if you select Maximum Level as the replenishment type. However, if the warehouse item can be reserved, the average monthly demand is not used in replenishment calculations. The reserved demand is used instead.
Inventory group
Select the inventory group that will receive replenishment orders. When this item is replenished, its balances will be updated in the selected warehouse inventory group.
Selecting a consignment inventory group sets this item as a consignment warehouse item.
6.
Select the Lead Times tab.
Setting Name
Description
Lead Time to Process Order
The average length of time required to determine that a replenishment order is required and to create the order.
APM uses this information to calculate the number of items to order when the replenishment type is set to Maximum Level.
Lead Time to Procure
The average length of time required to receive an item after the purchase order has been created.
APM uses this information to calculate the number of items to order when the replenishment type is set to Maximum Level.
Lead Time to Put Away
The average length of time required to put the item in its storage location after it arrives from the supplier.
APM uses this information to calculate the number of items to order when the replenishment type is set to Maximum Level.
7.
Select the Message tab.
Replenishment message
The information you want to appear with replenishment orders. You can enter up to 250 characters. This message is included as a comment on the replenishment resource demand and PO line.
8.
On the Description tab you can enter a longer description for the warehouse item.
9.
When you are finished entering information about the warehouse item, click OK. APM adds the item to the warehouse. The warehouse item appears in the list.
10.
To enter information about the current quantity and value of the item, right-click on the item and select Adjust Item. The Adjust Item dialog appears. For detailed information on filling out the adjustment, please see Adjusting Inventory.