Warehouse and stock orders

In G5 the Warehouse and stock order is an option in the same way as Warehouse Management is a supplement in G4.

The Warehouse feature in G5 is very similar to G4, except for the handling of stock orders between warehouses. Instead of handling this in a separate order flow using a sending and receiving warehouse, the stock order is now handled in the regular order flow in G5. For the warehouses which should be handling stock orders you create internal customer and suppliers and tie these to the warehouses. Stock orders are created in the two new procedures called Register stock order – Purchase and Register stock order – Sales in the Purchase and Sales modules, but are handled as regular purchase orders and customer orders with a separate order type. A stock order purchase is always linked to a corresponding stock order sales. The corresponding order is automatically created regardless which of these stock orders was created first.

The advantage with this setup is that stock orders are monitored, reported, and handled in the same procedures as regular purchase orders and customer orders. You arrival report and delivery report the stock orders in the regular procedures, you can clear and print pick lists, you can measure delivery reliability etc. It is possible to select by order type in all procedures which makes it easy to filter out these types of orders, or the opposite, to only look at such orders.

The procedure Stock value between warehouses is new in G5. There you can value the parts which at the moment is "in transit" (being transported) between the warehouses. These parts are delivery reported but have not yet been arrival reported and therefor they are not placed in any location making it impossible to value these in the regular stock value procedure.

Details about the warehouse option:

• In comparison to G4, more fields in the registers are now saved per warehouse. New fields saved per warehouse are:
  • Administrator in the Part register
  • Default supplier in supplier link in the Part register
  • Delivery method, Delivery terms, Transport time Transport time is the number of work days that it takes to send a shipment from sender to a receiver., and Place of terms of delivery, in both the Customer register and the Supplier register.
• As before, warehouse can be selected on procedure level and when you have selected to use another warehouse than the default, the warehouse selector will be shown in orange to indicate this.
• The net requirement calculation is always run on all warehouses.
• The stock value list can contain one or multiple warehouses at the same time (in G4 it could only show one or all).
• A part can be manufactured in one warehouse and be in stock in another warehouse. This is possible since manufactured and stock driven parts have been merged into the type Manufactured in G5. For that there is the Control method in the planning settings. It can be Order oriented or Stock driven, and in its turn this determines the structure explosion.
• The warehouse of the work center is entered directly on the work center. In G4 you entered this on the department which was then linked to the work center.
• The Recording terminal procedure is no longer warehouse sensitive.
• The procedures Move stock balance and Move stock balance between warehouses are now merged into one single procedure: Move stock balance. This also makes it possible to comment a transaction/move between warehouses.