Changing Product Quantities

When you move product from one location to another, such as from the warehouse to the sales floor, use Product Location Maintenance to track the reallocation. For example, reallocate product if a salesperson on the showroom floor has just sold the last item of a product and needs to replenish that item on the floor.

Adjust product quantity if, for example, the system indicates that 15 items are on Shelf A, but only 10 items are actually on Shelf A. Add this product to the next cycle count to reverify the product's quantity.

Note: The system deducts any outgoing inprocess quantities from the location onhand quantities displayed.

Always make adjustments in Product Location Maintenance so that your inventory counts stay accurate and current. If you create new locations in Product Location Maintenance, press Esc to save the new location.

You cannot increase tagged quantities using Product Location Maintenance. To increase tagged quantities in locations, either use the RF Move Product functionality to move additional quantity into the location or increase the sales order quantity for the tagged item to generate a pick request. If you perform any other update to a location holding tagged product, the system copies the update to the purchase or transfer order on which the product was originally received.

Through the PRD.LOCATION.MAINT authorization key, you are assigned one of three levels of authority for changing product locations:

Level 1 authority is view-only mode. You cannot make changes.
Level 2 authority allows reallocation of product between locations, without changing the total on-hand quantity. Users with level 2 authority cannot adjust customer consignment quantities. However, level 2 authorized users can move quantities between same vendor consignment locations.
Level 3 authority allows reallocation of the product and adjustment of the total on-hand product quantity.

Use Warehouse Location Maintenance to view all the products in a warehouse location.

This topic discusses how to update product quantities in the following circumstances:

If you have level 2 authority.
If you have level 3 authority.
By editing the purchase order.

To change product quantities with level 2 authority:

From the Whse Mgt menu, select Product Location Maintenance to display the Product Location Maintenance screen.
In the Branch field, enter the branch or territory for which you want to view product location information.
In the Product field, enter the product name or ID for the product for which you want to view location information.

The system displays the product's locations and on-hand quantities. In addition, you can use the View hot key to change the columns displayed.

In the Location field, identify the location from which you are moving the product.

Note: If you perform any update to a location holding tagged product, the system copies the update to the purchase or transfer order on which the product was originally received.

In the On Hand field next to the location from which you are moving product, enter the number of items that remain in that location.

For example, if the original quantity in the location was 100 and you move 20 items from the location, enter 80 in the On-Hand field for the location.

Note: If the Enable Product Location UOM control maintenance record is set to Y, you can edit the value in the UM column for the quantity as needed. If the Enable Product Location control maintenance record is set to N, the system populates the UM column with the unit of measure defined for the product in Product Maintenance, and you cannot edit the value in the UM column.

Place the cursor on the location to which you are moving the product and press Enter.

The system adjusts the numbers accordingly in the locations.

Press Esc to save your changes.

To change product quantities with level 3 authority:

From the Whse Mgt menu, select Product Location Maintenance to display the Product Location Maintenance screen.
In the Branch field, enter the branch or territory for which you want to view product location information.
In the Product field, enter the product name or ID for the product for which you want to view location information.

The system displays the product's locations and on-hand quantities. In addition, you can use the View hot key to change the columns displayed.

In the Location field, identify the location from which you are moving the product or adjusting the product quantity.

Note: If you perform any update to a location holding tagged product, the system copies the update to the purchase or transfer order on which the product was originally received.

In the On Hand field next to the location from which you are moving product, enter the number of items that remain in that location.

For example, if the original quantity in the location was 100 and you move 20 items from the location, enter 80 in the On-Hand field for the location.

Note: If you are moving the quantity from a different location, identify where you are moving product in the Location field.

In the On Hand field next to the location to which you are moving product, add the number of items that you are moving to that location to the existing quantity.

For example, if you are moving 20 items to a location with 40 items, enter 60.

Add the product to the next cycle count to make sure your inventory stays accurate.

Press Esc to save your changes.

To change product quantities by editing the purchase order:

From the Purch menu, select Purchase Order Entry to display the Purchase Order Entry screen.
In the Ship From field, enter the purchase order number and select the generation, if necessary.
Place your cursor on the product for which to change the location and use the Sched-Off or Sched-On hot key to display the Scheduler screen.
Select the received date for which you want to change the product location.
Use the Split Location hot key to display the Split Locations screen.
In the Qty field for the original location, enter the number of items that remain in that location.

For example, if the original quantity in the location was 100 and you move 20 items from the location, enter 80 in the On-Hand field for the location.

In the Location field on a new line, enter the new location for the product.
In the Qty field for the new location, enter the number of the item you are relocating.

Note: The total quantity entered must equal the received quantity.

Repeat steps 6 through 8 for additional locations for this product.
Press Esc to save the split locations information and return to the Scheduler screen.