Inventory Maintenance

BOM Groups System Navigation Edit BOM Group Categories System Navigation Edit Category General tab Units tab Features (requires Sales Configurator) Edit Feature Feature Endpoints Pricing tab (Edit Feature) Availability tab (Edit Feature) Commissions tab (Edit Feature) Item Search 1–5 System Navigation Edit Item Search Sub-Categories System Navigation Edit Sub-Category Dangerous Goods System Navigation Edit Dangerous Goods General tab Classification tab Docks System Navigation Edit Dock Facilities Use Cases System Navigation Edit Facility General tab APIs tab (requires TAX API) Sales tab Production tab Facility Groups System Navigation Edit Facility Group Formulators System Navigation Edit Formulator Item Pictures System Navigation Edit Item Picture Item Planners System Navigation Edit Item Planner Location Types System Navigation Edit Location Type Locations System Navigation Edit Location Part Exclusions System Navigation Edit Part Exclusion Put Away Rules Put away location suggestion logic System Navigation Edit Put Away Rule form Reason Codes System Navigation Edit Reason Code Units of Measure System Navigation Edit Unit of Measure Conversions Zones System Navigation Edit Zone Locations in Zone

Covers BOM Groups, Categories, Dangerous Goods, Docks, Facilities, Facility Groups, Formulators, Item Pictures, Item Planners, Item Search 1–5, Location Types, Locations, Part Exclusions, Reason Codes, Sub-Categories, Units of Measure, and Zones.

BOM Groups

Bill of Material (BOM) Groups, selectable on BOM Lines within Bills of Material, allow users to distinguish different BOM lines by group and are used for end-user organizational and sorting purposes. Users with access to the Inventory — Maintenance setting can create or modify BOM Groups.

System Navigation

• Inventory > Maintenance > BOM Groups

Edit BOM Group

Opened via the New or Modify buttons on the BOM Groups form.

Field/Flag	Description
Name	Unique name of the BOM Group.
Active	If checked, this record is active. Only active records may be used.

Categories

Inventory Categories group items that share similar characteristics and are useful for inventory reporting. Categories are also criteria for Deal Pricing, Promotions, and Commissions in Sales Maintenance. Only one Category may be assigned to an inventory item. The list can contain an unlimited number of entries.

System Navigation

• Inventory > Maintenance > Categories

Edit Category

Opened via the New or Modify buttons on the Categories form.

General tab

Field/Flag	Description
Features (requires Sales Configurator)	Opens the Features form to manage sales features for this Category. Features are option groups used by the Product and Sales Configurator.
Name	Unique name of the Category.
Sales Quota	Planned annual sales in dollars; available in Sales > Order Reporting Ranking.
Active	If checked, this record is active.
Default	If checked, used as the default when creating new items.
Restricted Selling	If checked, marks this as a restricted Category. (Inventory Sub-Categories and Item Search 1–5 can also be restricted.)

Units tab

Define minutes required per unit to receive/ship items in this Category; used with the Dock calendar for scheduling.

Note: Unit minutes can also be defined on Units of Measure, Item Masters, and Sub-Categories; the system applies a hierarchy.

Field/Flag	Description
Unit of Measure	Select the UOM.
Receiving Minutes	Minutes required to receive the UOM for items in this Category.
Shipping Minutes	Minutes required to ship the UOM for items in this Category.

Features (requires Sales Configurator)

Opened via the Features button on Edit Category. Lists Features added to the Category.

Control	Description
Add	Open Edit Feature to add a Feature to the Category.
Remove	Remove the selected Feature.
Move Up/Down	Change the listed order as shown on Sales Orders using the Configurator.

Edit Feature

Field/Flag	Description
Name	Unique name of the Feature.
Description	Optional text description.
Active	If checked, the Feature is active.
Sequence	Numeric order on the Sales Order (lower numbers show first).
Default	Set as default selection for this Category (one default per Category).
Pricing Factor	Numeric value used in price calculation when configured.
Commissionable	If checked, commissions can be earned.
Picture / Select Picture / Remove Picture	Manage an associated image (JPG or PNG).
Feature Endpoints	Manage specific selectable options (e.g., color “Red”, “Blue”). Use Add/Remove.

Feature Endpoints

Field/Flag	Description
Name	Unique within the Feature.
Active	If checked, endpoint is active.
Default	Default endpoint for this Feature (one allowed).
Price	Specific price for this endpoint when configured.
Active From/To	Optional active date range.
Commissionable	If checked, eligible for commission.
Active Code	Optional code and date range.
Color	Color value, if applicable.

Pricing tab (Edit Feature)

Field/Flag	Description
Price	Base/override price for the Feature.
Price Adjustment Method	How the Price affects order pricing (e.g., Add, Override, Discount).
Commission %	Commission percentage, if applicable.
Endpoint Pricing	Per-endpoint pricing table.

Availability tab (Edit Feature)

Field/Flag	Description
Availability Group	Restrict availability by group.
Availability Dates	Optional start and end dates.
Dependencies	Rules/requirements for selection.

Commissions tab (Edit Feature)

Field/Flag	Description
Commissionable	Marks Feature as commission-eligible.
Commission Code	Commission code if used.
Commission Exemption	Exclude from standard commissions.

Item Search 1–5

Item Search fields (1–5) provide additional categorization beyond Categories and Sub-Categories for custom grouping, filtering, and searching. Users with Inventory Maintenance access can create and modify selections for Item Search 1–5.

System Navigation

• Inventory > Maintenance > Item Search 1–5

Edit Item Search

Field/Flag	Description
Name	Unique name of the Item Search entry.
Active	If checked, this record is active.
Default	Default selection for its Item Search field on new items.
Restricted Selling	If checked, this Item Search field is restricted. (Sub-Categories and Item Search fields may also be restricted.)

Sub-Categories

Sub-Categories provide additional grouping within a Category. Only one Sub-Category may be assigned per item. Users with Inventory Maintenance access can create and modify Sub-Categories.

System Navigation

• Inventory > Maintenance > Sub-Categories

Edit Sub-Category

Field/Flag	Description
Name	Unique name of the Sub-Category.
Active	If checked, this record is active.
Default	Default Sub-Category for new items.
Restricted Selling	If checked, this Sub-Category is restricted. (Sub-Categories and Item Search 1–5 may also be restricted.)

Dangerous Goods

Designate items as dangerous/hazardous and provide classifications for handling, shipping, and compliance.

System Navigation

• Inventory > Maintenance > Dangerous Goods

Edit Dangerous Goods

General tab

Field/Flag	Description
UN Number	Official UN identifier.
Proper Shipping Name	Official shipping name.
Hazard Class	Hazard class (e.g., Class 3).
Packing Group	Packing group (I, II, III), if applicable.
Quantity Limitations (Passenger)	Limits for passenger aircraft/rail.
Quantity Limitations (Cargo Only)	Limits for cargo aircraft.
ERG Number	Emergency Response Guide reference.
Active	If checked, record is active.
Default	Default Dangerous Goods entry on new Item Masters when applicable.

Classification tab

Field/Flag	Description
Class Code	Additional classification code.
Subsidiary Risk	Additional risk classes.
Marine Pollutant	If checked, marked as marine pollutant.
Reportable Quantity (RQ)	Reportable quantity threshold.
Technical Name	Technical name if required.

Docks

Dock records define doors/bays for receiving and shipping. Docks can be associated with Facilities and scheduling parameters.

System Navigation

• Inventory > Maintenance > Docks

Edit Dock

Field/Flag	Description
Name	Unique name of the Dock.
Facility	Facility to which the Dock belongs.
Dock Calendar	Calendar controlling scheduling availability.
Active	If checked, record is active.
Default	Default Dock for the associated Facility.

Facilities

Facilities represent physical or logical locations (plants, warehouses, DCs) where inventory is stored, produced, or shipped. Facility records store addresses and settings that affect transactions and processes.

Use Cases

• Transfer Facilities — For Inter-Company Transfers. If specified on a Ship-to Company, new Sales Orders default to Order Type “Inter-Company Transfer”.
• Hold Facilities — Used in transfer-and-hold purchasing; may be specified on a Ship-to Location.
• Invoicing Facilities — For Cross-Facility Orders. If specified on a Ship-to Company, new Sales Orders default to Order Type “Cross-Facility”.
• When running a facility-filtered MRP: if an item is not manufacturable in the facility, Deacom will not explode its BOM for that facility’s run.

System Navigation

• Inventory > Maintenance > Facilities

Edit Facility

Opened via the New or Modify buttons on the Facilities form.

General tab

Field/Flag	Description
Validate Address	Validates the Facility address (used with FedEx/UPS). Saving triggers validation if enabled in Sales > Options (Automatically Validate Address). Added in 17.03.009.
Name	Unique Facility name.
Street/Street 2	Address lines.
City, State, Zipcode, Country	Location details.
Phone	Required for FedEx with address fields.
Country Code	Phone mask selection if required.
Global Location Number	GLN (GS1 13-digit) if required.
Currency	Override Facility currency for booking transactions (inventory, labor, burden, etc.). Also adds currency context to Item/Ffacility costs, rollups, transactions, warnings on cross-currency postings, and currency filters on reporting.
Fax	Facility fax, if applicable.
Emergency Contact	Contact name for emergencies.
Negative Inventory	Overrides Item Master setting for this Facility: Always — Inventory may go negative; MPC availability shows green. Follow Part — Use Item Master setting. Never — Never allow negative. Once — Allow once until resolved.
Print Substitutions	Select a Print Substitution Group for forms printed when this Facility is used.
Active	Marks the Facility as active.
Default	Default Facility where a Facility field exists.
Prevent Inventory Transactions	Prevents transactions other than physical inventory postings (use during counts). Also exists on Item Master, Item Master Facility, Location Type, and Location. Note: the Physical Inventory Forms option “Automatically Prevent Included Item Transactions” can bulk-prevent transactions faster than item-by-item flags.
Transfer Hold Lot Control	Enforces lot control on second receipt of a Transfer Hold PO; maintains QC tests and allows catch weight on initial receipt when used.

APIs tab (requires TAX API)

Note: Starting in 17.03, API profiles are managed via the API Profiles form (FedEx, UPS, EasyPost, sales tax, QuickBooks Online, USPS).

Sales tab

Field/Flag	Description
IC Xfer Markup Type	Determines costing for Inter-Company Transfer receipts into this Facility and for Cross-Facility invoicing: Cost Plus % — Lot cost plus markup %. Current Price Minus % — Item Master “Current Total” less %. Current Price Plus $ — Item Master “Current Total” plus $. Dollars Per Unit — Use factor per unit. List Minus % — Order/List price less % (context dependent). List Plus $ — Order/List price plus $ (context dependent). Ship and Hold — Write off COGS at shipment. Transfer Cost — Uses System > Options “Transfer Cost Expression”, else Item Master “Transfer Cost”. For ICTs, invoice date populates with receipt date for types other than Ship and Hold.
Markup Factor	Percentage or dollar amount applied with the selected Markup Type. Additive with Item Master “IC Trans Markup %”. A factor of 0% transfers at cost.
Incremental Reserve	Controls incremental reserving/staging in WMS: Both, None, Reserve, Staging.
ICT Receipt Qty	Lot — Receive each lot individually. Part — Receive summed quantity across lots.
Automatically Receive ICT	Auto-receive ICTs to this Facility. Put-away logic checks: Item Master Facility Default Location > Item Master Default Location > Facility’s default LocationType/Location. Prompts if setup is missing.
Allow Inter-Co. Transfer To Facility	Allows this Facility to receive ICT shipments.
Retain Inter-Co. Transfer Location	Keeps Location/Type from shipping Facility if they exist; else uses receiving defaults. Useful for “customer-owned” Facilities.
Custom Part First When Reserving ICT in WMS (requires WMS)	Auto-opens lot picker for custom parts when reserving ICTs in Reserve SO.
Finish Linked Job Upon Shipment	Automatically finishes quantities on linked Jobs when shipping SOs, Cross-Facility Orders, and ICTs. Requires Allow Inter-Co. Transfer To Facility and appropriate co-packer setup. Generates user lots for shipped lot-tracked items.
Ship on Save (requires WMS)	Default value for the WMS Reserve SO “Ship on Save” flag.
Don’t Require Lot Tracking on DSD	Skips specific lot selection for DSD shipments; uses FIFO for lot-tracked items.
POS Default Bill-to (requires POS)	Default Bill-to Company for POS at this Facility.
CC Processor (requires NET1)	Select credit card processor used for this Facility. Hierarchy: System Default > Facility > Bill-To Company.
Default Shipping Qty	Facility-level default shipping quantity (overrides System Options, below Item level): Follow Sales Options (default) As Reserved Full Zero — Required for FedEx workflows. Note: Item Master General 2 also has a Default Shipping Qty; “Default” there defers to this Facility setting.
Retain Lot Costs on IC Xfer	Receive lots at current cost (no markup to inventory). Markup posts to revenue and is balanced to a markup account.
Override TaxJar Address with Facility	Swaps Facility and ship-to addresses when both are in the same state (TaxJar).
Prompt When Over Reserving	Always prompt yes/no when over-reserving/staging. Checked by default; applies to main app and WMS.

Production tab

Production-specific Facility settings (fields vary by implementation).

Facility Groups

Group multiple Facilities for reporting or processes (e.g., regional groups or by function).

System Navigation

• Inventory > Maintenance > Facility Groups

Edit Facility Group

Field/Flag	Description
Name	Unique name of the Facility Group.
Active	If checked, record is active.
Facilities in Group	Add/remove Facilities; a Facility can belong to multiple groups.

Formulators

Designate individuals/entities responsible for formulations (useful in regulated industries).

System Navigation

• Inventory > Maintenance > Formulators

Edit Formulator

Field/Flag	Description
Name	Unique name.
Active	If checked, record is active.
Default	Default selection on new formulations/product records.

Item Pictures

Manage images associated with inventory items (e.g., display on Sales Orders or picking tickets).

System Navigation

• Inventory > Maintenance > Item Pictures

Edit Item Picture

Field/Flag	Description
Item	Select the inventory item.
Picture	Displays current picture (if any).
Select Picture	Upload image (JPEG/PNG).
Remove Picture	Remove current image.
Description	Optional notes.
Active	If checked, record is active.

Item Planners

Assign planning responsibility (purchasing/production) to a person/role; useful for filtering reports/workflows. Users with Inventory Maintenance access can add/modify Item Planners.

System Navigation

• Inventory > Maintenance > Item Planners

Edit Item Planner

Field/Flag	Description
Name	Unique planner name (person or role).
Active	If checked, record is active.
Default	Default planner on new Item Masters.
User ID	Link to system user, if applicable.

Location Types

Define categories of storage locations (e.g., Warehouse, Production Floor, In-Transit) to apply rules/defaults. Names can be changed without breaking links (the system uses internal IDs).

System Navigation

• Inventory > Maintenance > Location Types

Edit Location Type

Field/Flag	Description
Name	Unique name of the Location Type.
Active	If checked, record is active.
Default	Default type when creating new Locations.
Prevent Inventory Transactions	Prevents transactions (other than physical inventory postings) for Locations of this type. Use during counts. Also exists on Item Master, Facilities, Locations, and Zones.

Locations

Define specific storage places within a Facility (warehouse, aisle, bin, etc.). Each Location is tied to a Location Type and a Facility. Names can be renamed safely (links use IDs).

System Navigation

• Inventory > Maintenance > Locations

Edit Location

Field/Flag	Description
Name	Unique within the Facility context.
Facility	Facility to which this Location belongs.
Location Type	Classification for the Location.
Default Location	Marks as default for its Location Type in the Facility (one per type per facility).
Active	If checked, record is active.
Prevent Inventory Transactions	Prevents transactions (other than physical inventory postings) for this Location. Used during counts.

Part Exclusions

Restrict items from being sold to certain customers/groups or regions. The security setting Sales orders — override restricted selling allows viewing/selecting restricted items with a prompt.

System Navigation

• Inventory > Maintenance > Part Exclusions

Edit Part Exclusion

Field/Flag	Description
Name	Unique name of the exclusion rule/group.
Active	If checked, record is active.
Default	Default exclusion where applicable.
Excluded Parts	List of parts/items excluded by this rule.
Excluded Customers	Customers or groups to which this applies (if applicable).
Notes	Optional notes.

Put Away Rules

Companies can use Put Away Rules to dictate how inventory can be physically put away in a warehouse. These rules may then be used for a company to automatically determine the nearest suitable Location in which they can put away a given item. Utilizing the Put Away Rule framework, companies will be able to create a rule for a given Part Number, choose specified Location overrides (if they need to stack an item lower than a Location would normally allow, for instance), specify the sort methodology they wish to use, set Existing Inventory to Same Part Number so that only like parts may go together in a non-empty Location, set Lot Number to Same so that only like Lots may go together in a non-empty Location, etc.

Additional features allow companies to apply this rule to not just a single Part, but to a Sub-Category, Category, Item Search 1-5 field, or all Parts for easy setup. There is also the ability to allow/disallow placing an item in a Location based on the Inventory Segment or QC Status of items already in place. These rules will apply real-time in the WMS system and once set up, require no intervention from the user other than an item scan.

Once the fields of the form are set - specifically, the "To Type" and "Facility/Location/Location Type" fields - the Location Sort section of the form will populate with the Locations deemed valid by the warehouse hierarchy defined in the system. For example, if a Put Away Rule is configured for a Facility, then the rule will apply to all Locations that belong to that Facility. If a Put Away Rule is configured for a specific Location, then the rule will only apply to that Location, but not be limited to only that Location within one Facility or Location Type. This is helpful in situations where one Location, such as a Freezer, exists in multiple Facilities, and the same Put Away Rule should apply to all Freezers.

Put away location suggestion logic

Once Put Away Rules are created, the put away location suggestion logic fundamentally consists of checking a Location for suitability with a number of disqualifying tests. Once Deacom finds a Location to potentially use, and if that Location passes all tests, then it is used as the put away location. If it fails any test, then the logic proceeds to the next possible Location and repeats the tests. A visual representation of this process is also included for reference. Note: For all sorting behaviors described below, Locations are first sorted by the Location Sequence number. If there is a tie, they are then sorted by the Location's Name.

Location suitability check

• Check for relevant rule:
  • The system determines if there is a relevant Put Away Rule specifically for the Part Number being put away (i.e. a Put Away Rule with a "For Type" of "Part Number" and "For" with that Part Number's ID). If such a rule exists, it is used.
  • If no such rule exists, the system looks for a Put Away Rule for the Part Number's Item Search 1-5 field (i.e.a Put Away Rule with a "For Type" of one of the Item Search 1-5 fields and with that fields Item Search ID). If such a rule exists, it is used.
  • If no such rule exists, the system looks for a Put Away Rule for the Part Number's Sub-Category (i.e. a Put Away Rule with a "For Type" of "Sub-Category" and "For" with that Part Number's Sub-Category ID). If such a rule exists, it is used.
  • If no such rule exists, the system looks for a Put Away Rule for the Part Number's Category (i.e. a Put Away Rule with a "For Type" of "Category" and "For" with that Part Number's Category ID). If such a rule exists, it is used.
  • If no such rule exists, the system looks for a Put Away Rule for "All Part Numbers". If such a rule exists, it is used.
  • If no such rule exists, the system follows the logic in "Default Behavior" described below.
• Determine starting Location:
  • If the form being used to move/receive material contains a "Location" field that is populated, the Location is used.
  • If no such field exists, the system checks for Locations in the Location Sort section of the Put Away Rule. If one or more are found, the Location with the lowest Sequence number is used.
  • If no such records exist, the system looks for the "Default Location" selected on a Facility Part Cross Reference for the Facility and Part selected, if one exists. If one is found, it is used.
  • If no such records exist, the system looks for the "Default Location" selected on the Part's Item Master General 1 tab. If one is specified and belongs to the current Facility, it is used.
  • If no such default exists, the system looks for the current Facility's default Location Type then looks for that Location Type's default Location. That Location is then used as the starting Location.
• Default Behavior (no applicable Put Away Rule was found):
  • The system finds the closest Location with available capacity. Beginning with the starting Location, the system determines if that Location has enough available capacity. If it does, that Location is used as the recommended put away location.
  • If that Location does not have sufficient capacity, the system checks the Location one below the starting Location. If that Location has enough available capacity, it is used.
  • If that Location does not have sufficient capacity, the system checks the Location one above the starting Location (therefore two above the previous Location checked). If that Location has enough available capacity, it is used.
  • If that Location does not have sufficient capacity, the system continues with the following pattern, where "start" indicates the starting Location: [start], [start] -1, [start] + 1, [start] -2, [start] + 2, [start] -3, etc. until a suitable Location is found and returned.
  • If no suitable Location is found, the system will prompt the user.
• Directed Put Away Behavior (an applicable Put Away Rule was found):
  • The system finds the closest Location with available capacity. Beginning with the starting Location, the system determines if that Location has enough available capacity. If it does, that Location is used as the recommended put away location.
  • If that Location does not have sufficient capacity, the system uses the "Sort" pattern selected on the Put Away Rule (described in the "Sort" field description below) to check each Location from the relevant list of Locations found for sufficient capacity.
  • Determine list of relevant Locations:
    • If there are Locations listed in the Location Sort section of the Put Away Rule being used, those records and corresponding Sequences are used as the list of relevant Locations. If one or more are found, the Location with the lowest Sequence number is used.
    • If there are no Locations listed in the Location Sort section of the Put Away Rule being used, the system uses the list of active Locations, found in Inventory > Maintenance > Locations, and their corresponding "Location Sequence" values.
• When each Location is checked, all of the following disqualifying tests are run. If the Location passes all tests, it is used as the recommended put away Location. If not, the system continues on to the next Location using the above logic.

Disqualifying tests

• "To" test:
  • If this Location resides within the "To" place as defined in "To Type" and "To" fields on the Put Away Rule, then this test passes.
• "Capacity" test:
  • If "Capacity Type" is set to "Amount" on the applicable Put Away Rule, then use the capacity values from that rule for the Location Capacity for the calculation specified below.
  • If "Capacity Type" is set to "Percent", then multiply the "Capacity" defined on the Location record by the "Capacity" value defined on the rule and divide by 100. Use this value for the Location Capacity.
  • If "Capacity Type" is set to "From Location", then use the maximum capacity of the Location for this test, defined by the "Capacity" field on the Location record: Take everything already in this Location, and convert the item quantities to the Location's defined "Capacity Unit", then sum. Location capacity minus this value is remaining capacity. Determine capacity value of quantity to be put away by converting capacity units. If this value is less than or equal to remaining capacity, then the material can be placed in this Location and this test passes.
• "Existing Inventory" test:
  • If "Existing Inventory" is set to "Any" on the applicable Put Away Rule, then this test passes.
  • If "Existing Inventory" is set to "None", then this Location only passes if it has no inventory in it already.
  • If "Existing Inventory" is set to "Same Category", then this Location only passes if (1) all inventory already in it belongs to the same Category as the Part Number being put away or (2) it is empty.
  • If "Existing Inventory" is set to "Same Sub-Category", then this Location only passes if (1) all inventory already in it belongs to the same Sub-Category as the Part Number being put away or (2) it is empty.
  • If "Existing Inventory" is set to "Same Part", then this Location only passes if (1) all inventory already in it is the same Part as the Part Number being put away or (2) it is empty.
• "Inventory Type" test:
  • If "Inventory Type" is set to "Any" on the applicable Put Away Rule, then this test passes.
  • If "Inventory Type" is set to "Same", then this Location only passes if (1) all inventory already in it is part of the same inventory segment as the Part Number being put away (2) it is empty.
• "QC Status" test:
  • If "QC Status" is set to "Any" on the applicable Put Away Rule, then this test passes.
  • If "QC Status" is set to "Same", then this Location only passes if (1) all inventory already in it has the same QC Status as the Part Number being put away or (2) it is empty.
• "Lot Number" test:
  • If "Lot Number" is set to "Any" on the applicable Put Away Rule, then this test passes.
  • If "Lot Number" is set to "Same", then this Location only passes if (1) all inventory already in it has the same Lot Number as the Part Number being put away or (2) it is empty.
• If all tests pass, then return this as the recommended put away location. If not, the system continues on to the next Location using the logic described earlier.

System Navigation

• Inventory > Maintenance > Put Away Rules

Edit Put Away Rule form

Opened via the "New" or "Modify" buttons on the Put Away Rules form.

Button/Field/Flag	Description
Same As	Allows the user to use a previously created Put Away Rule as a base for a new one.
For Type	Pick list used to determine to what the rule applies. Options are: All Part Numbers - Rule applies to all Parts. Category - Rule applies to all Parts that belong to the selected Category. Part Number - Rule applies to the selected Part Number. Item Search 1-5 - Rule applies to the selected Item Search value. Sub-Category - Rule applies to all Parts that belong to the selected Sub-Category.
Category/Part Number/Sub-Category/Item Search 1-5	Search field used to select the applicable Category, Part Number, Sub-Category or Item Search 1-5 that this rule applies to. Field caption changes based on the "For Type" selected.
To Type	Pick list used to determine where the rule applies. All Locations - Rule applies to all Locations. Facility - Rule applies to the selected Facility. Location - Rule applies to the selected Location. Location Type - Rule applies to the selected Location Type.
Facility/Location/Location Type	Search field used to select the applicable Facility, Location, or Location Type that this rule applies to. Field caption changes based on the "To Type" selected.
Capacity Type	Pick list used to determine if the rule is subject to a specific capacity, and if so whether the capacity limit is amount from location, a specific absolute amount for this rule, or a percentage of total location maximum capacity. Amount - The material being received/moved may only occupy the amount of space specified by the "Capacity" field on this form, which is measured in the "Capacity Unit" specified on this form. From Location - The material being received/moved may only occupy the "Capacity" defined on the record of the Location the material is being moved from. None - The material being received/moved is not subject to a specific capacity. Percent - The material being received/moved may only occupy a percent, as specified by the "Capacity" field on this form, of the "Capacity" defined on the record of the Location to where it is being received/moved.
Capacity Unit	The Unit in which the "Capacity" is measured, when "Capacity Type" is set to "Amount".
Capacity	The specific absolute amount or percentage of total location maximum capacity that may be consumed by the material.
Active	If checked, this record is active. Only active records may be used in the system.
Fill Partial Location Prior To Empty Location	If checked, the system will look for and suggest to fill a location that meets both of the two criteria below. Location that already has inventory that matches the Put Away Rule criteria. Location that has capacity In this case, the system will attempt to fill the location to capacity before trying to fill closer locations. This flag is unchecked by default.
Sort	Pick list used to determine how Locations are sorted when the system is iterating through the options to suggest one for use. Options are: Ascending - Locations are evaluated in ascending order based on the Location Sequence defined in the rule (e.g. [start], [start] + 1, [start] + 2, etc.). When highest Location is reached, wrap back to lowest Location and keep checking until all checked. Closest - Locations are evaluated in order using the Location Sequence defined in the rule and based on which one is closest to the starting Location (e.g. [start], [start] - 1, [start] + 1, [start] - 2, [start + 2], [start -3], etc.). Descending - Locations are evaluated in descending order based on the Location Sequence defined in the rule (e.g. [start], [start] - 1, [start] - 2, etc.). When lowest Location is reached, wrap back to highest Location and keep checking until all checked.
Existing Inventory	Pick list used to determine if the material being received/moved can be mixed in with other Parts, or segregated based on Category, Sub-Category, etc. Options are: Any Parts - The destination Location may contain any Parts. None - The destination Location must be empty. Same Category - The destination Location may only contain Parts that belong to the same Category as the Part being received/moved, as defined on the Part's Item Master General 1 tab. Same Part - The destination Location may only contain the same Part that is being received/moved. Same Sub-Category - The destination Location may only contain Parts that belong to the same Sub-Category as the Part being received/moved, as defined on the Part's Item Master General 1 tab.
Inventory Type	Pick list used to determine if the material being received/moved can be mixed in with material classified as a different Inventory segment. Options are: All - The destination Location may contain material in any inventory segment (Inventory, Quarantine, Staging, etc.). Same - The destination Location may only contain material that is classified in the same inventory segment as the material being received/moved.
QC Status	Pick list used to determine if the material being received/moved can be mixed in with material classified as a different QC status. Options are: All - The destination Location may contain material in any QC status (Approved, At-Risk, Pending QC, etc.). Same - The destination Location may only contain material that is classified in the same QC status as the material being received/moved.
Lot Number	Pick list used to determine if the material being received/moved can be mixed in with material labeled with a different Lot Number. Options are: All - The destination Location may contain multiple Lots of material with varying Lot Numbers. Same - The destination Location may only contain material that is labeled with the same Lot Number.
Sort	Allows the user to sort the order in which the available Locations, as listed in the Location Sort section of the form, are suggested when a user is putting away inventory.

Reason Codes

Classify why transactions/adjustments occur (e.g., inventory adjustments, cycle count discrepancies). Users with Inventory Maintenance access can create/modify Reason Codes; the list can be unlimited.

System Navigation

• Inventory > Maintenance > Reason Codes

Edit Reason Code

Field/Flag	Description
Name	Unique name of the Reason Code.
Type	Context (e.g., Adjustment, Scrap, Return).
Active	If checked, record is active.
Default	Default in contexts requiring a reason code.
Description	Optional longer description.

Units of Measure

Define measurement units (each, box, case, kg, lb, etc.) for stocking, purchasing, and selling, and how they convert.

System Navigation

• Inventory > Maintenance > Units of Measure

Edit Unit of Measure

Field/Flag	Description
Name	Unique UOM name (e.g., Each, Box, Case, Pound, Kilogram).
Type	UOM category (e.g., Weight, Volume, Each).
Active	If checked, record is active.
Base Unit	Indicates base unit for conversions (if applicable).
Conversion Factor	Defines conversion to the base (e.g., 1 Box = 12 Each).

Conversions

If supported, define conversions directly in a table/matrix. Actual UI may use pairwise conversion entries rather than a static matrix.

Zones

Group/categorize Locations within a Facility for workflow or picking (e.g., Cold Storage, Bulk Storage, Zone A).

System Navigation

• Inventory > Maintenance > Zones

Edit Zone

Field/Flag	Description
Name	Unique name of the Zone.
Facility	Facility to which the Zone belongs.
Part (Enterprise only)	Associate a specific part/group (if applicable).
Active	If checked, record is active. Note: After inactivating Zones, scanner users must re-log to refresh the list.
Default	Default Zone wherever a Zone field appears.
Prevent Inventory Transactions	Prevents transactions (other than physical inventory postings) for this Zone. Also exists on Item Master, Facilities, Locations, and Location Types. The Physical Inventory Forms option can bulk-prevent transactions faster than item-level flags.

Locations in Zone

Use Add/Modify to assign Locations to the Zone.

Field	Description
Location	Select the Location(s) belonging to this Zone. Blank is not allowed, but a Location named “None” is valid if used as a placeholder.