Locations

In this box you can, in a table, add and delete locations per part and warehouse. However, you can only delete a location if its balance is zero. If there is a negative balance on any of the part’s locations, then you cannot activate traceability.

When a part has traceability and a batch number or serial number has been registered on a location, there are sub-rows on the locations that you can expand by using the arrow button to the left in the location table. On the sub-rows you see which serial number/batch number and charge number have been registered on the location.

In MONITOR G5, the following rules apply regarding how locations are suggested and displayed during withdrawal to customer order. The locations are sorted according to the following rules. No consideration is taken to the work centers on the manufacturing order.

  1. Locations with cleared balance.
  2. Locations which are pick locations (provided that the system setting for pick location has been activated). Then comes locations which are not pick locations, and finally locations which are pick locations for work center.
  3. Best-before date (provided that it has been activated). Shortest best-before date will be consumed first.
  4. The location's priority (ascending by priority).
  5. Last arrival date. For locations with the same or no priority, the locations are sorted by age in ascending order. That is, the oldest Last arrival date at the top.
  6. Location's ID (if the part has been arrival reported to several locations at the same time).

Type

In this column you see a symbol representing which type of location is concerned: pick location, pick location for work center, or arrival location. A location can be a combination of all three types.

Location

In this column you see the name of the location. For a new location, ******** will be entered by default as name, but you can change it as you please. However, you can only use 20 characters.

It is not possible to rename a location which already has a balance.

Priority

The order of the locations are according to age analysis. That is, the oldest Last arrival date at the top. However, you can override the age analysis by using priority; a location with priority 1 will be placed above a location with priority 2 etc. If the location is a pick location, this will override the priority, that is, the pick locations will always be placed at the top of the table. Read more above about rules that apply for sorting of locations during withdrawal.

Current balance

In this column you see the current balance of the location.

Serial number/Batch number

For locations where the balance is greater than zero you will see serial number/batch number under the button . This button is only available if you have activated traceability for the part in question (see below). By clicking this button you access information about which serial number/batch constitutes the balance on the location. You also see information about quantity and arrival date.

Pick location

The system setting Apply pick location has to be activated in order for you to be able to check this setting. This setting determines if the location should be a pick location for withdrawal of a part to manufacturing order or customer order. Only one location can be pick location for the part.

If pick location is activated for the location, it is also possible to enter the reorder point in the next field and refill quantity in the following field.

Pick location for work center

The system setting Apply pick location has to be activated in order for you to be able to check this setting. This setting determines if the location should be a pick location for work center for withdrawal of a part to manufacturing order. Several locations can be pick location for work center for the part.

If pick location for work is activated for the location, it is also possible to enter a reorder point and a suggested refill quantity in the following fields.

Pick location for work center is primarily intended to supply the manufacturing order/work center. Therefore, these will be placed last in the list over locations from which withdrawal should take place when needing quantity for e.g. customer order rows. Settings and search criteria for Default location in the work center register determine if the pick location for work center should be suggested when it fulfills your search criteria.

Reorder point

Here you can enter a reorder for the pick location.

Refill quantity

Here you can enter a default refill quantity for the pick location.

Arrival location

The system setting Apply arrival location has to be activated in order for you to be able to check this setting. This setting determines if the location should be an arrival location. Only one location can be arrival location for the part.

Last arrival date

This column shows the date when the most recent arrival was made.

Warehouse

Here you see/enter in which warehouse the location is registered. You select which warehouses you want to see by using the warehouse selector in the toolbar of the procedure. Only one warehouse is selected by default.

Count status

In this column you can see if the part is under stock count or under stock count with saved balance. If the part is not being stock counted at the moment the field is empty.

Revision

This field shows the revision, if any, for the location.

Exclude balance

Here you determine if the balance should be excluded during net requirement calculation, requirement calculation, and check delivery times. This is useful if for example the location contains overflow or wastage material that can be used but should not be considered as supply during requirements planning.

Please note! Excluded balance does not apply to clearance, picking, stock count, and stock valuation. If, for example, a user registers a manufacturing order, the quantity on the order will be reserved against the balance even though this setting has been configured.

Best-before date

If traceability on Batch and Apply best-before date have been activated, the best-before date is shown for the location's balance.

For parts which use best-before date, the locations with the shortest best-before date appear at the top in connection with stock withdrawals.

The More information button

Under the button More info , charge number is displayed by default.