The following fields appear for the grid that displays when you select the menu option.

Header

Add Warehouse

Click the button to add a new Warehouse. The Add/Edit Warehouse page appears. Refer to instructions later in this topic for information on how to add or edit a Warehouse.

Grid

Notes

To change what you see in the grid, for some columns you can do the following.

Click the column title to sort the list.

Click the Filter button to filter the grid by this column.

Warehouse ID

The Warehouse identification that appears on lists and in reports.

Click the Warehouse ID link to display the Add/Edit Warehouse page to view or edit Warehouse Item information.

Description

The description of the Warehouse that appears on lists and in reports.

Documents

One of the following icons appears in this column:

No documents are currently stored for the Warehouse. Click the icon to upload documents for the Warehouse.

At least one document is currently stored for the Warehouse. Rest your mouse pointer on the icon to see the number of documents stored. Click the icon to view, add, or delete documents.  

For more information, refer to the Documents Tab instructions.

Delete  

Use the Delete button to delete a Warehouse. Only Warehouses with no transactions have the Delete icon available.

If any transactions have been tied to the Warehouse, the delete icon does not appear. To delete these Warehouses, use the Delete Warehouses functionality.

Add or edit information about the Warehouse.

Warehouse ID

The Warehouse identification that appears on lists and in reports.

The Warehouse ID can be up to 10 characters in length.

Description

The description of the Warehouse that appears on lists and in reports.

The description can be up to 255 characters long.

Overhead Percentage

The overhead percentage for the Warehouse in the format 0.0000.

Calculate and accrue use tax on inventory transactions

Select this check box to calculate and accrue use tax for inventory shipments.

Charge items using

Select the method for determining how inventory items are charged to jobs:

Average Cost (default)

Standard Cost.

Method of inventory valuation

Select the valuation method that is applicable to your company's needs:

FIFO - First In, First Out.

LIFO - Last In, First Out.

Average Cost (default)

Update standard cost from

Select an option to tell the system what source to use to update the standard cost from for this warehouse. Options include:

Purchase Orders - The source of information used to update the standard cost for this warehouse is purchase orders.

Receipts - The source of information used to update the standard cost for this warehouse is receipts.

None (default) - Do not update the standard cost for this warehouse.

Warehouse Accounts

The expense codes selected below define the general ledger automatic posting codes for transactions that include items associated with specific warehouses. Class codes can be used to further classify and identify items, and these codes can be used for grouping items for reporting purposes.

Property Company ID

The PropertyCompany Identification for the Warehouse.

A PropertyCompany can only be listed one time, one PropertyCompany per class.

Class

The general ledger Class Code for the Item that appears on lists and in reports.

Click the Lookup icon to display the Select pop-up and select a Class.

Inventory Expense

The general ledger account to receive the posting for inventory expense.

Click the Lookup icon to display the Select Inventory Expense Code pop-up and select the Expense Code to charge the inventory expense to.

Asset Expense

The general ledger account to receive the posting for inventory asset expense.

Click the Lookup icon to display the Select Asset Expense Code pop-up and select the Expense Code to charge the inventory asset expense to

Liability Expense

The general ledger account to receive the posting for inventory liability expense.

Click the Lookup icon to display the Select Liability Expense Code pop-up and select the Expense Code to charge the inventory liability expense to.

Overhead Expense

The general ledger account to receive the posting for inventory overhead expense.

Click the Lookup icon to display the Select Inventory Expense Code pop-up and select the Expense Code to charge the inventory overhead expense to.

The EntityCompany Policy Group settings in eFinancials for Post to closed Jobs - Inventory Entry and Post to non-existent Phase and Cost Codes - Inventory Entry are checked by the system (allow, not allow, and allow with warning).

Permissions must be set in the System module to access the Warehouses menu item. Separate add, edit and delete permissions are available.

System module—Security—Users—Inventory—Setup—Global Setup—Warehouses