Site Record View
- Tom Williams
- Emma Greenwood
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.
Software Version: 2022.03.18 and newer
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 | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
|
| Help | Opens the online WIKI help page for the current page.
|
| 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.
|
| 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. |
The bolded view is the default view, which will determine the view will automatically display in when opened. 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 | Identifies how Warehouse Lot Numbers are auto generated for this Site when it is assigned as the 'To Site' (the receiving Site) on an inventory Transfer. This 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 a Site assigned as the 'To Site' (the receiving Site) on an inventory Transfer, the system will automatically populate the Warehouse Lot values in the 'To Warehouse Lot' filed, on Save. The values will be populated as either:
This lookup contains all the values in the WarehouseLotTemplateEN Enumeration Class.
Database Field: ERPx_MFSite.WarehouseLotTemplate |
| Auto Generate Warehouse Lots on Transfer Receipts | A Yes/No value to identify whether or not Warehouse Lot Numbers are auto assigned for this Site when it is assigned as the 'To Site' (the receiving Site) on an inventory Transfer. 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". 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 based on the settings in the 'Auto Generate Warehouse Lots by' property.
Database Field: ERPx_MFSite.AssignWarehouseLotsOnTransferReceipts |
| Default Via Site for Integrated Transfers | Used to assign the default 'In Transit' Site that will be used for Transfers that are imported/integrated from a 3rd party Warehouse Management System. This defaults to blank, is not required, and is always editable. This property is only visible and editable if the following conditions are both true:
The Lookup contains a list of all 'Active' "In Transit" Sites. If there is a Site specified, imported Transfers sent from this Site will create 2-part transfers using the assigned 'In Transit' Site. If there is not a Site specified, imported Transfers sent FROM this Site will create 1-part transfers. Database Field: ERPx_MFSite.IntegratedTransferDefaultViaSiteSK |
| Inactive | Identifies if the record is "Inactive". If inactive (set to "Yes"), it will not be included in look-ups for transactions or other master files. If set to "No" or blank, the record is active and can be freely used. This is a Yes/No lookup that is required. It defaults to "No" and is always editable. Database Field: ERPx_MFSite.IsInactive |
| 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 # | Specifies the next Production Batch number that will be auto assigned in the system. This is a text box that is required, defaults to "1000", and is always editable. It must be a positive whole number, else the message "Next Production Batch Number cannot be negative", "Next Production Batch Number cannot contain commas or decimals.", or "Next Production Batch Number must be a Number." will be displayed on Save. This field will auto increment by 1 for every new Production Batch that is auto created. The 'Production Batch Prefix' is used in conjunction with the 'Next Production Batch #' to determine the auto assigned Production Batch ID. Production Batch IDs are created by stringing together the [Production Batch Prefix] + [Next Production Batch #]. Database Field: ERPx_MFSite.NextProductionBatchNumber |
| Production Batch Prefix | Used to set a prefix for Production Batches that are auto assigned in the system. If a prefix exists, it will be used prior to the site's 'Next Production Batch #' to auto create the Production Batch ID. This is a text box that defaults to '[Site ID] -', it must be <= 25 characters, it is not required, does not need to be unique, and is always editable. The 'Production Batch Prefix' is used in conjunction with the 'Next Production Batch #' to determine the auto assigned Production Batch ID. Production Batch IDs are created by stringing together the [Production Batch Prefix] + [Next Production Batch #]. Database Field: ERPx_MFSite.ProductionBatchPrefix |
| Registration | Used to enter the Registration # for the Site (typically an FDA Registration #). This is a text box that defaults as blank, is not required, must be <= 50 characters, and is always editable. Database Field: ERPx_MFSite.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 <= 20 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. Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances. Database Field: ERPx_MFSite.SiteName |
| Vendor | A lookup to identify the Vendor that is linked to the Site displayed as [Vendor Name] ([Vendor ID]). This is informational only and is typically only assigned to 3rd party sites (cold storages, re-packers, etc.). This defaults as blank, is not required, and is always editable. The lookup contains a blank value, the current assigned value and the list of all 'Active' Vendors with a VendorTypeEN = 1 and is sorted alphabetically. Database Field: ERPx_MFSite.VendorSK |
| 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 |
Address Tab
| Toolbar Icons | Description |
|---|---|
| Excel |
|
| Fields | Description |
| Address 1 | A text box to assign the street address for the Site. This defaults to blank, is not required, and is always editable. Address Line 1 typically contains the primary address information such as the street address. Database Field: ERPx_MFSite.AddressLine1 |
| Address 2 | A text box to assign additional address information for the Site. This defaults to blank, is not required, and is always editable. Address Line 2 typically contains secondary address information (e.g. floor, suite or mail stop number) related to Address Line 1. Database Field: ERPx_MFSite.AddressLine2 |
| City | A text box to assign the 'City' the Site is located in. This defaults to blank, is not required, and is always editable. Database Field: ERPx_MFSite.City |
| Country | A text box to assign the 'Country' the Site is located in. This defaults to blank, is not required, and is always editable. Database Field: ERPx_MFSite.Country |
A text box to assign the default email address used for the Site. This defaults to blank, is not required, and is always editable. Database Field: ERPx_MFSite.Email | |
| Fax | A text box to assign the default fax number used for the Site. This defaults to blank, is not required, and is always editable. Database Field: ERPx_MFSite.Fax |
| Phone | A text box to assign the default phone number used for the Site. This defaults to blank, is not required, and is always editable. Database Field: ERPx_MFSite.Phone1 |
| State | A text box to assign the 'State' the Site is located in. This defaults to blank, is not required, and is always editable. Database Field: ERPx_MFSite.State |
| Zip | A text box to assign the 'Zip' the Site is located in. This defaults to blank, is not required, and is always editable. Database Field: ERPx_MFSite.Zip |
Contacts Tab
| Toolbar Icons | Description |
|---|---|
| Excel |
|
| Fields | Description |
| Contact Type | This field displays the contact type, this cannot be edited. Database Field: ERPx_MFSiteContact.ContactTypeSK |
This field displays the email address of the contact. This defaults to blank, is not required, and is always editable. Database Field: ERPx_MFSiteContact.Email | |
| Fax | This field displays the fax number of the contact. This defaults to blank, is not required, and is always editable. Database Field: ERPx_MFSiteContact.Fax |
| Name | This field displays the name of the contact. This defaults to blank, is not required, and is always editable. Database Field: ERPx_MFSiteContact.Name |
| Note | This field displays a note added to the contact. This defaults to blank, is not required, and is always editable. Database Field: ERPx_MFSiteContact.Note |
| Phone | This field displays the phone number of the contact. This defaults to blank, is not required, and is always editable. Database Field: ERPx_MFSiteContact.Phone |
Lines Tab
| Toolbar Icons | Description |
|---|---|
| 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 |
|
| New | Inserts blank lines that allow adding multiple new records. |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| 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 |
|---|---|
| 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 |
|
| New | Inserts blank lines that allow adding multiple new records. |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| 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
Related Sites are used to group multiple 'Site' records in NorthScope for the purposes of Lot Allocations. For example, there may be a single "physical" Site and/or campus that is represented by multiple Sites in NorthScope. Assigning all these as related Sites allows users to see product balances summarized across all related sites or single sites. This can also be used to group Sites that are in close proximity to each other.
| Toolbar Icons | Description |
|---|---|
| Excel |
|
| Fields | Description |
| Checkbox | Used to select/unselect a related Site. Database Field: ERPx_MFRelatedSite.SiteSK |
| Site Address Line 1 | A non-editable text box to display the Site Address 1. Database Field: ERPx_MFSite.AddressLine1, ERPx_MFRelatedSite.RelatedToSiteSK |
| Site Address Line 2 | A non-editable text box to display the Site Address 2. Database Field: ERPx_MFSite.AddressLine2, ERPx_MFRelatedSite.RelatedToSiteSK |
| Site City | A non-editable text box to display the Site City. Database Field: ERPx_MFSite.City, ERPx_MFRelatedSite.RelatedToSiteSK |
| Site Country | A non-editable text box to display the Site Country. Database Field: ERPx_MFSite.Country, ERPx_MFRelatedSite.RelatedToSiteSK |
| Site ID | A non-editable text box to display the Site ID. Database Field: ERPx_MFSite.SiteID, ERPx_MFRelatedSite.RelatedToSiteSK |
| Site Name | A non-editable text box to display the Site Name. Database Field: ERPx_MFSite.SiteName, ERPx_MFRelatedSite.RelatedToSiteSK |
| Site State | A non-editable text box to display the Site State. Database Field: ERPx_MFSite.State, ERPx_MFRelatedSite.RelatedToSiteSK |
| Site Zip | A non-editable text box to display the Site Zip. Database Field: ERPx_MFSite.Zip, ERPx_MFRelatedSite.RelatedToSiteSK |