Description: The NorthScope Sites master file allows the user to add and edit Inventory Items. Sites can be assigned to Inventory and Sales Order transactions and Logistics Loads.
Header Section
Toolbar
| Toolbar Icons | Description |
|---|---|
| Grid Layout | Error rendering macro 'excerpt-include' : No link could be created for 'Toolbar Icon - Grid'. |
| New | Error rendering macro 'excerpt-include' : No link could be created for 'New - Record View Header'. |
| Save | Error rendering macro 'excerpt-include' : No link could be created for 'Save - Record View Header'. |
Home Tab
| Fields | Description |
|---|---|
| Site | Displays a drop-down menu of all sites by Site ID. Selecting a site from this drop-down menu will open that site's record view for edits. |
Grid Section
Toolbar
| Toolbar Icons | Description |
|---|---|
| Excel | Error rendering macro 'excerpt-include' : No link could be created for 'Excel - Grid'. |
Properties Tab
| Property Name | Description |
|---|---|
| Auto fill Whse Lot on 2-part Transfer Receipts | This property determines if the To Warehouse lot is auto populated on Transfer Receipt records. When the property is set to Yes, the To Warehouse lot is automatically populated to allow Sales Order allocations while the item is still in transit. The To Warehouse lot populates as INTR:FromSiteID:TransactionID e.g. INTR:NORTH:XFR1234. The property defaults to No and is always editable. |
| Inactive | This field displays a drop-down menu with the options Yes and No for the user to identify whether or not the site is inactive.If a site is inactive, it will not display in any Site lookups, regardless of which modules it is visible to. Selecting Yes from this field will save the site as inactive. This field defaults to No and is required. This field is always editable. |
| In Transit | This field displays a drop-down menu with the options Yes and No for the user to identify whether or not the site is an in transit site.If a site is In Transit, it will display in Site lookups. However, if a site is In Transit, it will only display in the Via Site lookup on a Transfer Inventory transaction and will NOT display in the transfer's From Site and To Site lookups. This field defaults to No and is required. This field is always editable. |
| Next Production Batch # | This field displays a text box for users to enter the numeric value that will determine the production batch number of the next production batch created at the corresponding site, if the production batch is set to '(Use Next Number)'. This value will be combined with the Product Batch Prefix, if entered, to create the Production Batch ID. If no value is entered, this field will display 0 and will assume that users must manually enter the production batch ID. For new sites, this field defaults to 1000 but is always editable. After a number is used on a production batch, this field will automatically increment by one to create the next number. This field is not required but must only contain numbers. |
| Production Batch Prefix | This field displays a text box for users to enter the prefix for the production batch IDs created for production batches at the corresponding site. This prefix will be combined with the site's Next Production Batch number to create the next production batch ID, if both are entered. For new sites, this field defaults to 'Site ID -', which would result in the next production batch ID being 'Site ID - Next Production Batch #'. This field is not required and is always editable. |
| Registration | This field displays a text box for the user to enter the registration number for the site. This field defaults to blank and is not required. This field is always editable. |
| Site ID | This field displays a text box for the user to enter the site ID. The value entered in this field must be unique. This field defaults to blank and is required. This field is editable only until the Site is initially saved. Upon save, this field becomes disabled. |
| Site Name | This field displays a text box for the user to enter the name of the site. This value is what will display in all Site lookups. This field defaults to blank and is required. This field is always editable. |
| Vendor | This field displays a drop-down menu of all active vendors for the user to identify a specific vendor the site belongs to. This field defaults to blank and is not required. This field is always editable. |
| Visible to Logistics | This field displays a drop-down menu with the options Yes and No for the user to identify whether or not the site is visible to the Logistics module. If a site is visible to logistics, it will display in the Site lookup on Loads. Otherwise, it will not. To make the site visible to logistics, select Yes in this field. This field defaults to No and is required. This field is always editable.
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| Visible to Sales | This field displays a drop-down menu with the options Yes and No for the user to identify whether or not the site is visible to the Sales Order module transactions. If a site is visible to Sales, it will display in the Site lookup on Sales Order transactions. Otherwise, it will not. To make the site visible to sales, select Yes in this field. This field defaults to No and is required. This field is always editable. |
| Visible to WMS | This field displays a drop-down menu with the options Yes and No for the user to identify whether or not the host warehouse management system can see the site.To make the site visible to the warehouse management system, select Yes in this field. This field defaults to No and is required. This field is always editable. |
| Warehouse Lot Tracked | This field displays a drop-down menu with the options Yes - Allow multiple items in single lots, Yes - Limit Warehouse Lots to single items, and No for the user to identify whether or not the site is warehouse lot tracked and whether or not the site's warehouse lots are limited to a single item type or allow multiple item types. To make the site warehouse lot tracked, select the Yes option that correlates to whether the warehouse lots at this site can have more than one item type within a single lot or not. If a site is warehouse lot tracked, a warehouse lot will be required on inventory transactions on which the site exists. This field defaults to No and is required. This field is always editable.
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The list of Sites also exists in the Logistics module, allowing Logistics users to determine whether or not a Site is available to them for placement on Loads. Because of this, the Site record view Visible to Logistics field corresponds with the Logistics Sites list view Visible to Logistics checkbox. Therefore, if the Site's visibility to logistics is edited from either location, the site will be updated in both locations.Address Tab
| Column Headers | Description |
|---|---|
| Address 1 | This field displays a text box for the user to enter the first address line for the Site. This field defaults to blank and is not required. |
| Address 2 | This field displays a text box for the user to enter the second address line for the Site. This field defaults to blank and is not required. |
| City | This field displays a text box for the user to enter the city in which the Site is located. This field defaults to blank and is not required. |
| Phone | This field displays a text box for the user to enter the phone number of the Site. This field defaults to blank and is not required. |
| State | This field displays a text box for the user to enter the state in which the Site is located. This field defaults to blank and is not required. |
| Zip | This field displays a text box for the user to enter the zip code in which the Site is located. This field defaults to blank and is not required. |
Contacts Tab
| Column Headers | Description |
|---|---|
| Contact Type | This field displays the contact type. The default Contact Type is Shipping and it cannot be edited. |
This field displays the email address of the contact. This field defaults to blank and is not required. | |
| Fax | This field displays the fax number of the contact. This field defaults to blank and is not required. |
| Name | This field displays the name of the contact. This field defaults to blank and is not required. |
| Note | This field displays a note added to the contact. This field defaults to blank and is not required. |
| Phone | This field displays the phone number of the contact. This field defaults to blank and is not required. |
Lines Tab Toolbar
| Toolbar Icons | Description |
|---|---|
| Delete | Error rendering macro 'excerpt-include' : No link could be created for 'Delete - Grid'. |
| Excel | Error rendering macro 'excerpt-include' : No link could be created for 'Excel - Grid'. |
| New | Error rendering macro 'excerpt-include' : No link could be created for 'New - Grid'. |
Lines Tab Columns
| Column Headers | Description |
|---|---|
| Line | This field displays a text box for the user to enter the line name for the site. This field defaults to blank and is not required. |
| Select Box | This field displays a check box for the user to select items for deletion |
Shifts Tab Toolbar
| Toolbar Icons | Description |
|---|---|
| Delete | Error rendering macro 'excerpt-include' : No link could be created for 'Delete - Grid'. |
| Excel | Error rendering macro 'excerpt-include' : No link could be created for 'Excel - Grid'. |
| New | Error rendering macro 'excerpt-include' : No link could be created for 'New - Grid'. |
Shifts Tab Columns
| Column Headers | Description |
|---|---|
| Shift | This field displays a text box for the user to enter the shift name for the Site. |
| Select Box | This field displays a checkbox for the user to select items for deletion |
Certifications Tab
| Column Headers | Description |
|---|---|
| Certification | Displays the read-only name of the valid certifications to assign to the Site. Eligible certifications to assign to the site are those marked as Site Only or Item & Site in the Lot Certifications list view. To assign a certification to a site, simply check the certifications select box and save. All assigned certifications will filter to the top of the certifications list. |
| Select | Displays a checkbox for the user to check in order to assign the corresponding certification to the site. |