Maintaining storage allocation details

This page allows you to define the method to be adopted while allocating the part to the warehouse. Tell me more

Select the “Maintain Storage Allocation” link in the “Select Warehouse” page.

The “Maintain Storage Allocation” page appears.

The system displays the following in the “Warehouse Information” group box:

Warehouse #	The number identifying warehouse.
Description	The textual description of the warehouse.
	Zoom facility available.
Warehouse Type	The type of the warehouse to be allocated, which could be “Normal” or “Free”.
Warehouse Category	The category to which the warehouse belongs.
Capacity Constraint	The capacity of the stock accommodated in the warehouse, which could be “Volume”, “Weight”, “Quantity” or “Not Applicable”.

Enter the following in the “Default Values” group box:

WH – Zone #	The number identifying the zone of the warehouse (Alphanumeric, 10). Ensure that the zone is associated to the warehouse of type “Normal” and must be in “Active” status. This field is left blank, if the warehouse attached is of type “Free”.
Bin #	The number identifying the bin of the zone (Alphanumeric, 10). Ensure that the bin is associated to the zone of type “Normal” and must be in “Active” status. This field is left blank, if the associated zone is of type “Free”.
Storage Category	Use the drop-down list box to select the category of storage allocation .The system lists the values as “Exclusive”, “Shared”, “Not Applicable” or “Blank”. The system displays “Exclusive” by default.
	Exclusive – Select this option to store only specific part in the storing address (warehouse/zone/bin).
	Shared – Select this option if any part can be stored in the storing address (warehouse/zone/bin).
Storage Rule	Use the drop-down list box to specify the storage rule. The system lists the options as “Only At” or “Also At” or “Not Applicable” or “Blank”. The system displays “Only At” by default.
	Only At – Select this option, if all the parts entered in the multiline, can be stored only in this warehouse.
	Also At – Select this option, if all the parts entered in the multiline, can be stored in this warehouse and also at other warehouses.

Enter the following in the “Storage Allocation Information” multiline:

Part #	The number identifying the part to be allocated to the specified warehouse (Alphanumeric, 40). Mandatory. The part must be in “Active” status, as defined in the “Create Parts Main Information” activity of the “Part Administration” business component.
	Ensure that “All Part Types Allowed” is checked in the “Create Warehouse Information” activity of the current business component.
	Help facility available.

Note: Ensure that the conversion between the stock UOM and the volume UOM or the weight UOM is already defined for the part in the “Part Administration” and the “Unit of Measurement Administration” business components.

The system displays the following:

Part Description

The textual description of the part.

Enter the following:

WH – Zone #	The number identifying the zone of the warehouse in which the part must be stored (Alphanumeric, 10). To have an “Exclusive” part in the zone, ensure that the stock balance is ‘nil’ in the zone, as defined in the “Stock Maintenance” business component.
	Help facility available
Bin #	The number identifying the bin of the zone where the part must be stored (Alphanumeric, 10). To have an “Exclusive” part in the bin, ensure that the stock balance is ‘nil’ in the bin, as defined in the “Stock Maintenance” business component.
	Help facility available
Storage Category	Use the drop-down list box to specify whether a storage address (warehouse/zone/bin) has to be exclusively used for storing a part or can be used for the storage of other parts or its not applicable .The system lists the values as “Exclusive” or “Shared” or ”Not Applicable” or “Blank”.
	Exclusive – Allows only selected category of parts to be stored in the storage address (warehouse/zone/bin). For example, hazardous parts such as flammable materials or chemicals will be allowed to store only in an exclusive warehouse to avoid accidents.
	Shared – Allows the storage of all types of parts in the storage address (warehouse/zone/bin).
Storage Rule	Use the drop-down list box to specify whether a part can be stored in a particular address or also in a different address or its not applicable., The system lists the values as “Only At” or “Also At” or “Not Applicable” or “Blank”.
	Only At – Select this option if this part can be stored only in this storage address.
	Also At – Select this option if this part can be stored in this storage address and in any other storage address also.

Note: Ensure that the stock balance is ‘nil’ in the warehouse other than the selected warehouse, if the “Only At” rule is selected, as defined in the “Stock Maintenance” business component.

Capacity – Maximum Quantity

The maximum quantity of the part that can be accommodated in the warehouse, zone or bin (Decimal). It is mandatory to enter the quantity, if the “Capacity Constraint” field is selected as “Quantity”, as defined in the “Create Warehouse Information” activity of the current business component. The value entered here must be greater than zero.

Note: Fractions can be entered, only if the UOM has been set to “Allow fractions” in the “Create UOM” activity of the “Unit of Measurement Administration” business component.

The system displays the following:

Stock UOM	The unit of measurement in which the part is stocked in the warehouse. This measurement should have been defined in the “Create Part Main Information” activity of the “Part Administration” business component.
	If the “Capacity Constraint” is “Volume” or “Weight” for the warehouse, ensure that the conversion factor for “Volume UOM” or “Weight UOM” to “Stock UOM” is specified in the “Maintain UOM Conversion” activity of the “Part Administration” business component.

Note: Ensure that “Storage Allocation Mandatory” is enabled in the “Maintain Planning Information” activity of the “Part Administration” business component to set the “Storage Category” and “Storage Rule”.

Check the box in the “Select” column of the multiline to mark the part number for deletion.

Click the Delete icon in the toolbar above the multiline, to delete the part number from the warehouse.

Click the “Maintain Storage Allocation” pushbutton, to update the allocation details.

To proceed, carry out the following

Select the “Maintain Storage Strategies” link at the bottom of the page to specify the storage strategies.

To view other details

Select the “View Parts Information” link at the bottom of the page, to view the part details.

Select the “View Zone Information” link at the bottom of the page, to view the zone details.

Select the “View Bin Information” link at the bottom of the page, to view the bin details.

Maintaining storage allocation details - An overview

This page allows you to define the method to be adopted while allocating the part to the warehouse.

For a given part, the storage allocation can be of "Exclusive" or "Shared" or "Not Applicable". “Exclusive” indicates that only a specified category of parts can be allocated in the warehouse. “Shared” denotes that parts of all types can be stored in the warehouse. This means that the warehouse can be either exclusively reserved for storage of a specific part, or be ‘general’ in nature, where parts of all types can be stored. This proves useful while storing hazardous parts such as flammable materials or chemicals, which can be kept in an exclusive warehouse, to avoid accidents.

The storage allocation method will be applicable for all transactions such as receipts, issues, and returns.

You can also define rules for storing of parts. The "Only At" rule indicates that the part can be stored only at the specified warehouse. “Also At” rule indicates that the part can be stored in additional locations other than the warehouse mentioned.

If the storage category is "Exclusive" and the storage rule is "Only At", the part must not be allocated in any other location.

What you can do in this page

Categorize the warehouse for storage of specific parts

Specify the Storage Rule

Categorize the warehouse for storage of specific parts

You can categorize the warehouse as “Exclusive” or “Shared” or "Not Applicable"..

Set the “Storage Category” field to “Exclusive”, to allow the allocation of only a selected category of parts in the warehouse.
Set the “Storage Category” field to “Shared”, to store parts of all types in the warehouse.
Set the “Storage Category” field to “Not Applicable”.

Specify the Storage Rule

You can set the rule for the storage of parts in the warehouse.

Set the “Storage Rule” field to “Only At”, to store the part only in the specified warehouse.
Set the “Storage Rule” field to “Also At”, to allow the storage of the part in any other warehouse.
Set the “Storage Rule” field to “Not Applicable”.