Define Sites

OBJECTIVE

The Define Sites function is used to create various sites to facilitate inventory management. These sites are used in all transaction screens that involve catalogue items.

The site can be a site or specific locations on a given site. In the service sector, a site can be a service truck.

A default site code can be defined in Configuration for inventory, be linked to an item in Catalogue Management or in Catalogue Item Procurement.

Steps

maestro* > Purchasing > Maintenance > Purchasing > Define Sites

Create a site

Enter the required information:

The Configuration icon is used to define entry options for the Code field.

Field

Description

Site Code*

Code that identifies the site.

Prefix

Prefix of the company.

NOTES: The prefix is used to make the site available only to the specified company. If no prefix is entered, the site is available to all companies.

Available in multidimensional mode only.

French Description*

French description of the site code.

English Description

English description of the site code.

Site Source

Used to create site transfers rather than inventory orders in Purchase Planning (MRP 1), if a site source is specified.

Drop Ship

If this site is selected on a Customer Order, used to automatically create a catalogue order on transferring the customer order, if the box is checked.

NOTE: The Manage Procurements function must be enabled in Customer Order.

Permanent Inventory

Used to indicate that the site represents permanent inventory if the box is checked.

NOTE: If checked, the quantities available by site are displayed in Procurement Management (MRP 1).

Supplier

Name of the default supplier linked to the site.

NOTE: This field is linked to the Drop Ship function. The catalogue order created is identified with this supplier.

Type for Equipment Management

Used to identify sites based on how they are used in the Equipment Rental module.

To properly understand the implications of this field, you must know that when equipment is allocated (to a project, customer or supplier), the equipment remains in inventory, but is transferred to different sites and they each represent a specific type of allocation.

This makes it easy to identify equipment that is available because they are in the Inventory location. Equipment in other locations is not available because it has not been allocated.

Available values:

Inventory

Indicates that the site is used to maintain an inventory of tools.

Internal Location

Indicates that the site is used to identify equipment that can be rented on projects.

External Location

Indicates that the site is used to identify equipment that can be rented for customers.

Internal Repair

Indicates that the site is used to identify equipment being repaired internally at the company, such as in a workshop or garage.

External Repail

Indicates that the site is used to identify equipment being repaired externally, such as at a supplier or sub-contractor location.

NOTE: When you use the Equipment Allocation option, sites are proposed based on the transaction type.

User in Charge

Name of the user in charge of this site.

Status

Select in the dropdown menu if the site is Active or Inactive.

NOTES: The site’s status is Active by default.

If the site’s status is Inactive and the Site Validation checkbox is checked in the Inventory’s Configuration window, no transaction can be created with this site.

Inventory section:

This section is used to enter a Project-Activity-Group by site for transactions affecting the inventory value instead of using the PAG from the configuration (Inventory sub-section, Purchasing section). When transferring a transaction, the PAG entered here will be prioritized over the PAG entered in the configuration.

Note that it is possible to enter an "Inventory Activity" in the catalogue management (same value for all prefixes). The catalogue’s activity is prioritized over the configuration’s AND site’s activity.

Click Save.

Define Sites

OBJECTIVE

Steps

Create a site

See also