Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances. The purpose of this page is to add new Sites and/or update properties on existing Sites.
Page Header
| Toolbar Icons | Description |
|---|---|
| Delete | Deletes the transaction or master file record. When clicked, users will be prompted with: "Are you sure you want to delete this record?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Grid Layout | Error rendering macro 'excerpt-include' : No link could be created for 'Toolbar Icon - Grid'. |
| New | Allows the user to create a new master file record or transaction by opening a blank record view page. This icon is always enabled. |
| Notes |  Opens the Notes dialog, filtered for the appropriate Note Type(s), allowing the user to enter Notes for the selected line item. From here, users can add, review, or edit Notes associated with the line item. If no line items are selected, entered Notes will apply to all line items and be appended to any existing Notes. This toolbar icon is always enabled. |
| Save | Saves the changes made to the record.
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| Fields | Description |
| Site | Identifies the name of the Site (warehouse) the transaction, shipment, or master file is associated with. This is a single select lookup that is required. The lookup contains the list of all sites. Selecting a different Site, reloads the page with data for the selected Site. |
It is only necessary to click the Save button when a change is detected on the page. When a change has been made, a ‘ + ‘ character is displayed prior to the page name in the page title bar (light blue bar in the upper left corner of the page). Clicking Save reloads the page.Properties Tab
| Toolbar Icons | Description |
|---|---|
| Excel |  Clicking the Excel toolbar icon exports the current contents of the grid to an Excel file that is automatically downloaded. The contents that export are only those currently visible. If the grid is filtered, only the filtered contents will be exported. |
| Property Name | Description |
| Auto Generate Warehouse Lots By | |
| Auto Generate Warehouse Lots on Transfer Receipts | Identifies whether or not the Warehouse Lot Numbers are auto-generated for applicable transfer line items. This is only visible for Sites where the 'Warehouse Lot Tracked' property is set to either: "Yes - Allow multiple items in single lots" or "Yes - Limit Warehouse Lots to single items". This value is required if the Site is warehouse lot tracked and there is a value in the "Auto Generate Warehouse Lots By" property. If these conditions are true and the value is missing, the message "Unable to set "Auto Generate Warehouse Lots By" if "Auto Generate Warehouse Lots on Transfer Receipts" is not enabled on Save. When this feature is enabled for the 'To Site' (the receiving Site) on an inventory Transfer transaction, the system will automatically populate the warehouse lot values in the 'To Warehouse Lot' , on Save. The values will be populated as either:
Linked Database Field: ERPx_MFSite.AssignWarehouseLotsOnTransferReceipts This lookup contains options for either "Yes" or "No". |
| Default Via Site for Integrated Transfers | |
| Inactive | |
| In Transit | A Yes/No lookup to identify whether or not the site is an "in transit" site. This defaults to "No", is required, and is always editable.
In Transit Sites are used to store perpetual Item & Lot balances for product that is moving (in transit). These are most often used for product that being transferred between two physical locations. These can represent trucks, shipping containers, ocean vessels, or any other virtual (non-physical building). Database Field: ERPx_MFSite.IsInTransit |
| Next Production Batch # | |
| Production Batch Prefix | |
| Registration | |
| Site ID | Identifies the unique Site ID (warehouse ID) of the Site the transaction, shipment, item, or lot is associated with. This is a text box that defaults as blank, is required, must be unique, and must be <= 25 characters. If missing, the message "Site ID is required." will be displayed on Save. If not unique the message "Duplicate Site ID's are not allowed." will be displayed on Save. This field is always editable. Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances. Database Field: ERPx_MFSite.SiteID |
| Site Name | Identifies the name of the Site (warehouse) the transaction, shipment, or master file is associated with. This is a text box that defaults as blank, is required, and must be <= 35 characters. If missing, the message "Site Name is required." will be displayed on Save. This field is always editable. Database Field: ERPx_MFSite.SiteName |
| Vendor | |
| Visible to Logistics | A Yes/No lookup to identify whether or not the site is visible in the "Load Management" functional Area. This defaults to "No", is required, and is always editable.
Database Field: ERPx_MFSite.IsVisibleToLogistics |
| Visible to Sales | A Yes/No lookup to identify whether or not the site is visible for use on Sales Orders, Price Adjustment, and Return transactions. This defaults to "No", is required, and is always editable.
Database Field: ERPx_MFSite.IsVisibleToSales |
| Visible to WMS | A Yes/No lookup to identify whether or not transactions shipping for the site are visible to a 3rd party Warehouse Management system. This defaults to "No", is required, and is always editable.
Database Field: ERPx_MFSite.IsVisibleToWMS |
| Warehouse Lot Tracked | This is a single select lookup to Identify whether or not the Site manages 'Warehouse Lots' and if so, do you allow multiple Item IDs to be stored within the same 'Warehouse Lot'. This defaults to "No", is required, and is always editable. The lookup contains the following values:
A Warehouse Lot (aka Storage Lot) is used by 3rd party distribution sites to identify a unique quantity of product they are storing. Unlike a Production Batch number that never changes, Warehouse Lots will change as product is transferred to other Sites and/or transferred into exiting Warehouse Lots within the same Site. The 'Warehouse Lot' is one of the 5 components that make up a unique Inventory Lot and it is required when entering a transaction line on a transaction for a Warehouse Lot Tracked Site. This value will be blank and/or disabled for all non-Warehouse Lot Tracked Sites on screens that include a Warehouse Lot field. Database Field: ERPx_MFSite.IsSiteWarehouseLotTracked |
Grid: Properties Tab Properties
| Property Name | Description |
|---|---|
| Auto Generate Warehouse Lots By | Identifies how Warehouse Lot Numbers are auto-generated for applicable transfer line items. This is not visible for new Sites and is only required and editable for Sites where the following conditions are both true:
If these conditions are true and the value is missing, the message "[SiteID] has the "Auto Generate Warehouse Lots on Transfer Receipts" option turned on but is missing a selection for "Auto Generate Warehouse Lots by"" will be displayed on Save. When this feature is enabled for the 'To Site' (the receiving Site) on an inventory Transfer transaction, the system will automatically populate the warehouse lot values in the 'To Warehouse Lot' , on Save. The values will be populated as either:
Linked Database Field: ERPx_MFSite.WarehouseLotTemplate This lookup contains all the values in the WarehouseLotTemplateEN Enumeration Class. |
| Auto Generate Warehouse Lots on Transfer Receipts | |
| Default Via Site for Integrated Transfers | |
| 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. |
| 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. |
| 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. |
Address Tab
| Toolbar Icons | Description |
|---|---|
| Excel |
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| Fields | 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. Database Field: ERPx_MFSite.AddressLine1 |
| 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. Database Field: ERPx_MFSite.AddressLine2 |
| 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. Database Field: ERPx_MFSite.City |
| Country | Database Field: ERPx_MFSite.Country |
Database Field: ERPx_MFSite.Email | |
| Fax | Database Field: ERPx_MFSite.Fax |
| 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. Database Field: ERPx_MFSite.Phone1 |
| 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. Database Field: ERPx_MFSite.State |
| 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. Database Field: ERPx_MFSite.Zip |
Contacts Tab
| Toolbar Icons | Description |
|---|---|
| Excel |
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| Fields | Description |
| Contact Type | This field displays the contact type. The default Contact Type is Shipping and it cannot be edited. Database Field: ERPx_MFSiteContact.ContactTypeSK |
This field displays the email address of the contact. This field defaults to blank and is not required. Database Field: ERPx_MFSiteContact.Email | |
| Fax | This field displays the fax number of the contact. This field defaults to blank and is not required. Database Field: ERPx_MFSiteContact.Fax |
| Name | This field displays the name of the contact. This field defaults to blank and is not required. Database Field: ERPx_MFSiteContact.Name |
| Note | This field displays a note added to the contact. This field defaults to blank and is not required. Database Field: ERPx_MFSiteContact.Note |
| Phone | This field displays the phone number of the contact. This field defaults to blank and is not required. Database Field: ERPx_MFSiteContact.Phone |
Lines Tab
| Toolbar Icons | Description |
|---|---|
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| Delete | Deletes the selected line(s) from the transaction or master file. This icon is only enabled for transactions with a Status of 'New'. |
| Excel |
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| New | Inserts blank lines that allow adding multiple new records. |
| Fields | 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. Database Field: ERPx_MFSiteLine.SiteLineName |
Shifts Tab
| Toolbar Icons | Description |
|---|---|
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| Delete | Deletes the selected line(s) from the transaction or master file. This icon is only enabled for transactions with a Status of 'New'. |
| Excel |
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| New | Inserts blank lines that allow adding multiple new records. |
| Fields | Description |
| Shift | This field displays a text box for the user to enter the shift name for the Site. Database Field: ERPx_MFSiteShift.SiteShiftName |
Certifications Tab
| Toolbar Icons | Description |
|---|---|
| Excel | Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view only the filtered contents will be exported. |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| 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. |
Related Sites Tab
| Toolbar Icons | Description |
|---|---|
| Excel |
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| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| Site Address Line 1 | Database Field: ERPx_MFSite.AddressLine1 |
| Site Address Line 2 | Database Field: ERPx_MFSite.AddressLine2 |
| Site City | Database Field: ERPx_MFSite.City |
| Site Country | Database Field: ERPx_MFSite.Country |
| Site ID | Database Field: ERPx_MFSite.SiteID |
| Site Name | Database Field: ERPx_MFSite.SiteName |
| Site State | Database Field: ERPx_MFSite.State |
| Site Zip | Database Field: ERPx_MFSite.Zip |