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). The bolded view is the default view, which will determine the view will automatically display in when opened.
Help	Opens the online WIKI help page for the current page. This icon is only visible on pages that are documented in the online help.
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. 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.
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.

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: The Site's 'Warehouse Lot Tracked' property is set to either: "Yes - Allow multiple items in single lots" or "Yes - Limit Warehouse Lots to single items" The Site's 'Auto Generate Warehouse Lots on Transfer Receipts' property is set to Yes 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: INTR:[SiteID]:[Reference Number] - for example INTR:BCS:12345 [Item ID]-[Production Batch Date MM][Production Batch Date YY] - for example 10015-0519 [Production Batch Date MM][Production Batch Date YY]-[Item ID] - for example 0519-10015 This lookup contains all the values in the WarehouseLotTemplateEN Enumeration Class. This should only be used for Sites that allow you to specify the Warehouse Lot numbers you want them to use. If the Warehouse Lot numbers are assigned by the Site, this should not be used. 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. This should only be used for Sites that allow you to specify the Warehouse Lot numbers you want them to use. If the Warehouse Lot numbers are assigned by the Site, this should not be used. 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 Site being edited is NOT an In Transit Site (it's 'In transit' property is set to "No") The Site being edited is visible to WMS (it's 'Visible to WMS' property is set to "Yes") 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. If "Yes', the site can be added as the "Ship Via" site on a two-part transfer and on other transactions. If "No", the site will not be included in the "Ship Via" lookup on Transfer Transactions but can be assigned on other transactions. 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. If "Yes', transactions shipping from the Site (that are also being shipped by a Carrier that is "Visible to Logistics") will be visible to the "Build Loads" process in Load Management. If "No', transactions shipping from the Site the Site will be visible/accessible in Load Management The list of Sites also exists in the Load Management functional area, allowing 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. 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. If "Yes', the Site will be included in the Site lookups on Sales Orders, Price Adjustment, and Return transactions. If "No', the Site will not be included in the Site lookups on Sales Orders, Price Adjustment, and Return transactions. 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. If "Yes', transactions shipping from the Site (for each Item that is also visible to WMS) will be visible/accessible to the Warehouse Management system. If "No', transactions shipping from the Site will not be visible/accessible to the Warehouse Management system. This setting is only applicable for NorthScope installations that are integrated with a Warehouse Management system. 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: No. Used for Sites that do not track/store Warehouse Lots. The Warehouse Lot property is disabled for all Items and/or Lots within the Site. Yes - Allow multiple items in single lots. Used for Sites that track/store Warehouse Lots and that you allow Warehouse Lots to contain multiple Item IDs. Yes - Limit Warehouse Lots to single items. Used for Sites that track/store Warehouse Lots that are limited to a single Item ID. This is a default for all Warehouse Lots for this Site, but it can be overridden on specific Warehouse Lots in the Warehouse Lots List View. If this property is changed from 'No' either of the Yes options on a Site that contains Item/Lot history, a new Warehouse Lot will be auto created (as [SiteID]-Default) and assigned to all Inventory Lots for the Site and the message "The Warehouse Lot ID on all existing transactions for this Site has been updated to SITEID-Default" will be displayed on Save. 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	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.
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
Email	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	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.
Fields	Description
Contact Type	This field displays the contact type, this cannot be edited. Database Field: ERPx_MFSiteContact.ContactTypeSK
Email	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	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.
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	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.
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	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.
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

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