T Ilc 01

BAAN IV
Location Control (ILC)
Baan Training & Documentation department - Copyright 1996

BAAN IV Location Control
Document Information
Document
Name . . . . . . . . . . . . . . . . . . . . . . . . . . Location Control (ILC)
Revision . . . . . . . . . . . . . . . . . . . . . . . . 10/06/1996
Package
Name and Code . . . . . . . . . . . . . . . . . . BAAN IV Distribution (td)
BAAN IV Version . . . . . . . . . . . . . . . . . . .
ã Copyright Baan Training & Documentation department 1996

All rights reserved. No part of this publication may be reproduced and/or published by print,
photocopy, microfilm, audio-tape, electronically, mechanically, or any other means, or stored in an
information retrieval system, without prior written permission from the copyright owner.
Because of the continuous development of the products of Baan Development b.v. it is quite
conceivable that this documentation is incomplete or inadequate. Hence, all information contained
herein is of general nature and can never fall under any contractual obligation.
2
Table of Contents
LOCATION CONTROL.........................................................................................................................................
MASTER DATA.......................................................................................................................................................
GENERATE LOCATION SYSTEM............................................................................................................................
CHANGE LOCATION SYSTEM BY WAREHOUSE......................................................................................................
TABLES..............................................................................................................................................................
ITEM DATA.........................................................................................................................................................
OUTBOUND SYSTEM BY ITEM..............................................................................................................................
EXERCISES - MASTER DATA.............................................................................................................................
EXERCISE 1 - NEGATIVE INVENTORY...................................................................................................................
EXERCISE 2 - GENERATE LOCATION SYSTEM.......................................................................................................
EXERCISE 3 - WAREHOUSES................................................................................................................................
EXERCISE 4 - ITEM CONTROL..............................................................................................................................
EXERCISE 5 - PARAMETER SETTINGS...................................................................................................................
INVENTORY LOCATIONS...................................................................................................................................
COPY LOCATIONS...............................................................................................................................................
BLOCKING LOCATIONS........................................................................................................................................
RECALCULATE LOCATION OCCUPATION...............................................................................................................
EXERCISES - INVENTORY LOCATIONS.........................................................................................................
EXERCISE 6 - RECEIPT LOCATION.......................................................................................................................
EXERCISE 7 - INSPECTION LOCATION...................................................................................................................
EXERCISE 8 - ATTACH RECEIPT & INSPECTION LOCATIONS....................................................................................
EXERCISE 9 - NORMAL LOCATIONS.....................................................................................................................
EXERCISE 10 - COPY LOCATIONS........................................................................................................................
EXERCISE 11 - DISPLAYING LOCATIONS...............................................................................................................
EXERCISE 12 - PRINTING LOCATIONS...................................................................................................................
EXERCISE 13 - CAPACITY LOCATION...................................................................................................................
EXERCISE 14 - COPY LOCATIONS........................................................................................................................
EXERCISE 15 - RECORD REASON CODES FOR BLOCKING.......................................................................................
EXERCISE 16 - BLOCK A LOCATION FOR ALL TRANSACTIONS................................................................................
EXERCISE 17 - FIXED LOCATION.........................................................................................................................
LOCATION INVENTORY TRANSACTIONS.....................................................................................................
AUTHORIZATIONS...............................................................................................................................................
LOCATION INVENTORY TRANSACTIONS................................................................................................................
BLOCKING INVENTORY.......................................................................................................................................
EXERCISES - INVENTORY TRANSACTIONS.................................................................................................
EXERCISE 18 - DEFINE AUTHORIZATIONS.............................................................................................................
EXERCISE 19 - ENTERING INVENTORY TRANSACTIONS.........................................................................................
EXERCISE 19.1 - CAPACITY LOCATIONS...............................................................................................................
EXERCISE 20 - ENTER STOCK TRANSFERS............................................................................................................
EXERCISE 21- DISPLAYING INVENTORY TRANSACTIONS.......................................................................................
EXERCISE 22 - BLOCK INVENTORY......................................................................................................................
EXERCISE 23 - PRINT THE INVENTORY ON HOLD.................................................................................................
3
EXERCISE 24 - (UN)BLOCK STOCK POINT.............................................................................................................

LOCATION INVENTORY INQUIRIES & REPORTS.......................................................................................
REPLENISHMENT LISTS........................................................................................................................................
EXERCISES - LOCATION INVENTORY INQUIRIES & REPORTS............................................................
EXERCISE 25 - DISPLAYING INVENTORY..............................................................................................................
EXERCISE 26 - INVENTORY REPORTS...................................................................................................................
EXERCISE 27 - REPLENISHMENT LISTS.................................................................................................................
LOCATION INVENTORY HISTORY..................................................................................................................
EXERCISES - LOCATION INVENTORY HISTORY........................................................................................

EXERCISE 28 - DISPLAY INVENTORY HISTORY.....................................................................................................
EXERCISE 29 - PRINT INVENTORY TRANSACTIONS...............................................................................................
STORAGE CONDITIONS......................................................................................................................................
EXERCISES - STORAGE CONDITIONS............................................................................................................

EXERCISE 30 - RECORD STORAGE CONDITIONS...................................................................................................
EXERCISE 31 - LINK STORAGE CONDITION...........................................................................................................
EXERCISE 32 - LINK A STORAGE CONDITION TO AN ITEM(S).................................................................................
EXERCISE 33 - PRINT STORAGE CONDITIONS.......................................................................................................
EXERCISE 34 - TEST STORAGE CONDITIONS.........................................................................................................
LOCATION CYCLE COUNTING........................................................................................................................
CYCLE COUNTING..............................................................................................................................................
ABC ANALYSIS..................................................................................................................................................
GENERATE CYCLE COUNTING ORDERS................................................................................................................
PRINT CYCLE COUNTING ORDERS.......................................................................................................................
ENTER LOCATION CYCLE COUNTING DATA.........................................................................................................
PRINT CYCLE COUNTING REPORT........................................................................................................................
PROCESS CYCLE COUNTING DATA.......................................................................................................................
DELETE CYCLE COUNTING ORDERS....................................................................................................................
EXERCISES - CYCLE COUNTING.....................................................................................................................
EXERCISE 35 - PERFORM AN ABC ANALYSIS.......................................................................................................
EXERCISE 36 - GENERATE CYCLE COUNTING ORDERS.........................................................................................
EXERCISE 37 - PRINT CYCLE COUNTING ORDERS................................................................................................
EXERCISE 38 - ENTER LOCATION CYCLE COUNTING DATA...................................................................................
EXERCISE 39 - PRINT CYCLE COUNTING REPORT.................................................................................................
EXERCISE 40 - PROCESS CYCLE COUNTING DATA................................................................................................
INBOUND MOVEMENTS.....................................................................................................................................
GENERATE INBOUND ADVICE..............................................................................................................................
MAINTAIN INBOUND DATA..................................................................................................................................
RELEASE INBOUND DATA....................................................................................................................................
DELETE INBOUND DATA......................................................................................................................................
OUTBOUND MOVEMENTS.................................................................................................................................
GENERATE OUTBOUND ADVICE...........................................................................................................................
MAINTAIN OUTBOUND DATA...............................................................................................................................
RELEASE OUTBOUND DATA.................................................................................................................................
DELETE OUTBOUND DATA..................................................................................................................................
4
Location Control
The following matters can be established through the “Inventory Location Control” module:
· Registration of inventory over various locations. This can imply that a specific item has a fixed
location, but it may also imply that it is stored at different locations.
· Efficient management of the available storage room. By using capacity locations, the system
recommends, based on the available space, where the goods should be stored.
· Working with storage conditions. Because of their properties, certain items cannot be stored just
anywhere.
· Central registration of all inventory items. Inventory Location Control allows you to retrieve all
inventory, independent of item properties (standard as well as customized) and location.
Once you have implemented the Inventory Location Control module, all inventory transactions will be
handled through this module. In this case, you cannot opt for processing through the Inventory
Control module in combination with the Inventory Location Control module.
The following shows the relationship the Location Control module has with other BAAN IV modules:
Tables Inventory Control
Purchase
Item Control
Control
Project Control Sales Control
Shop Floor Replenishment

Control Order Control
TRITON Service
Master Data
Inventory Location
Control
5
Master Data
In order to implement the location control module you must run the session Generate Location
System. The parameter “Inventory Location Control Implemented” Yes/No is only an informative
function for the user.
Note: Negative stock is not allowed when Location Control has been implemented
Generate Location System

The session “Generate Location System” (tdilc0000m000) can be used to start working with location
control directly during implementation, but it can also be used to switch from a non-location system to
a location system at any point.
Change Location System by Warehouse

This session can be run to change the selections made to the location system. There are three
possibilities:
1. Warehouses with locations are changed into warehouses without locations, the following steps are
carried out:
· For each warehouse the stocks are transferred from the locations to the warehouse
· Project stocks are transferred from the locations to the warehouse
2. Warehouse without locations are changed into warehouse with locations, the following steps
will be executed:
· For each warehouse the stocks are transferred to the receipt or inspection location, if applicable,
within the warehouse
· Project stocks are transferred from the warehouse to the receipt or inspection location, if
applicable, within the warehouse.
3. Changing the receipt location and/or the receipt-inspection location
Tables
The tables contain one or more (alphanumeric codes to which data is linked consisting of descriptions
and values. As this information is frequently used in the system it must be fully and carefully defined.
Warehouses
Companies with a single warehouse must define at least 1 warehouse, otherwise orders cannot be
processed.
Warehouses are places where goods are kept in store. For each warehouse you can enter address
data and data relating to its type.
Warehouse Types:
6
· Normal - Normal warehouses with or without a location system used for storing goods.
· Work-in-Process - Warehouses used to store intermediate inventory used to supply production

lines/work centers.
· Transit - Warehouses for registering inventory in transit. These warehouses are used in the
module “Replenishment Order Control (RPL)” to trace inventory during transportation.
The re-supply for a non-nettable warehouse is planned with DRP in the module “Distribution
Requirements Planning (DRP)”.
The replenishment of the inventory for a nettable warehouses is planned using MRP and SIC in the
modules “Material Requirements Planning (MRP)” and “Inventory Control (INV)”. An exception is a
“Nettable” “Work-in-Process” warehouse, because it can also be re-supplied by DRP.
Item Data
If you have set the parameter “Location Control Implemented” to “Yes” you may have access to the
following inventory data in the session “Maintain Item Data”:
· Storage Unit - The unit in which the item is stored. A conversion factor must be identified to
convert the inventory unit to the storage unit.
· Lot Control - Lot control is applicable when the item belongs to a quantity of goods that is to be
recorded and traced with the module Lot Control (LTC).
· Outbound Priority - The outbound priority for the issuance from inventory.
· Period for Shelf Life - The period for shelf life is the unit of time in which the item’s shelf life is
expressed.
· Shelf Life [Periods] - The shelf life indicates the number of periods that the item may be held in
inventory.
Outbound System by Item

If there is Inventory data registered for an item the session “Maintain Outbound System by Item” must
be used to change the outbound priority.
7
Exercises - Master Data

Exercise 1 - Negative Inventory
Menu - Distribution \ Parameters
Session - Maintain INV Parameters (tdinv0100m000)
Negative Inventory allowed should be set to “No”

If necessary adjust the inventory so there are no negative balances.
Exercise 2 - Generate Location System

Menu - Distribution \ Location Control \ Inventory Locations \ Miscellaneous
Session - Generate Location System (tdilc0230m000)
Note: If the location control module is already implemented, you will not be able to complete
exercise 1.
To start processing enter “Y” at “Choice”

Warehouse 001 will be the only warehouse that has locations at this time.
Locations : Yes
Receipt location : REC
Inspection location : INSP
O.K. : Yes
For locations answer “No” to each of the other warehouses and at O.K. answer “Yes” until you are
allowed to return to “Choice”.
End
8
Exercise 3 - Warehouses
Menu - Distribution \ Tables \ Maintain Logistics Tables
Session -Maintain Warehouses (tcmcs0103m000)
Go to the Logistic Tables to create a new warehouse which would be located in barneveld.
Warehouse Code : 700

Description : (nettable warehouse Barneveld))
Name : Main Warehouse
Address : (Make up a street address)
Zip : (Make up a zip code)
City : (Your choice)
Country : NL.
Finance Company : same as home company
Warehouse Type : Normal
Nettable Warehouse : Yes
Locations : Yes
Receipt Location : Leave blank
Inspection Location : Leave blank
Multi-Item location : yes
Multi-Lot by Item locations : Yes
Min % free for Inbound Advice : 100.00
Exercise 4 - Item Control

Menu - Distribution \ Item Control \ Item Data
Session -Maintain Item default Data (tiitm0110m000)
We are going to define the following 4 items; tomatoes, bananas, apples and melons.
Therefore we will first set up the default item data as described below.
Item Type purchased

Item Group 111 Fruit & Vegetables
Product Type 222 Trade Items
Process Item no
Rev-controlled no
Cost Price Component 100 Compound
Inventory Valuation FTP
Unit Set (use an extensive one)
Inventory Unit box
Storage Unit box
Warehouse 700 Nettable Warehouse Barneveld
Lot Control not applicable
Outbound Priority FIFO
Period for shelf life days
Shelf Life (periods) 10
9
Service level 80
Safety stock 25
Inv. Carrying Costst 2.5
Purchase/ Sales unit box
Price unit box
Price/ Statistic group not applicable
Currency usd us dollar
Direct Delivery from 99999
Order Policy anonymous
Order System SIC
Order Method economic order quantity
Order Qty multiple of 1
Minimum Order Quantity 5
Maximum Order Quantity 500
Economic Order Quantity 25
Re-Order Point 50
Order Interval 0
Order Lead Time 2
Safety Time 0
Update Inv./order Data Yes
Give an explanation of the meaning of the fields which are shaded.
Menu - Distribution \ Item Control \ Item Data

Session -Maintain Item Data (tiitm0100m000)
Define the 4 items; TMT = tomatoes, BNN = bananas, PPL =apples and MLN = melons. Note: When
you enter the fields Item Type and Item Group the system will come up with the default values as
defined in the previous session.
Note: You can use “Maintain Outbound System by Item” (tdilc0232m000) which is located on
the Misc. Menu of Inventory Locations to change the outbound priority.
10
Exercise 5 - Parameter Settings

Menu - Distribution \ Parameters
Session - Maintain ILC Parameters (tdilc0100m000)
Change the ILC parameter settings so that:
· Storage conditions are tested at Inbound for items, item groups, locations, and warehouses.
· When generating inbound advice, occupied and unoccupied locations with available capacity may
be advised.
· When generating inbound advice, fixed and free locations may be advised.
· The inbound advice steps are not logged.
· Locations are blocked during cycle counting.
· History is kept for physical inventory locations.
· A report is printed with the issued and blocked items when releasing outbound.
· The calculated quantity in the storage unit is rounded off to whole numbers during inbound
advising.
· The default data is binding for RPL-orders while generating outbound and inbound advice.
11
Inventory Locations
The object of inventory locations is to form a basis for the further use of a location system. Locations
will have to be set up for each warehouse, with specific data by item if desired. Another objective of
this business object is to be able to block locations.
Before you can control a warehouse with locations, you have to implement the location system in the
warehouse. That is:
· change the warehouse location system for the warehouse
· assign RECEIPT and INSPECTION location
· define the other locations
Locations:
· Receipt Location - an arrival location for production and purchased items. All goods that arrive
are registered through a receipt location.
· Receipt Inspection Location - an arrival location for pre-defined inspected items.
· Inspection Location - a location where inspection items are booked awaiting inspection.
· Free Location - a location where all items are allowed to be stored.
· Fixed Location can in principle only contain one or a few items. Items are thus given a fixed
location where, in principle, only these items are allowed to be stored.
· Capacity Location - a location with a limited space. A capacity location therefore has a unit in
which the available space is indicated.
12
Copy Locations
This session will allow you to copy one location to a range of locations
Blocking Locations
In the Location Control module, blockings can be made on various levels:
· Blocking an entire location

· Blocking for outbound
· Blocking for inbound
· Blocking for transshipment (inward)
· Blocking for transshipment (outward)
Entire blockings are stored by login code and can only be modified or removed by that same login
code. The session “(un)block locations” can be regarded as a super user, since this session can
release locations independent of the login code.
The session “Block/Release Ranges of Locations” can be used to create a complete blocking for a
range of locations (with a reason) or to release it (with reason)
A following level where blockings can be made is by transaction type. These are not recorded by
login code and can therefore be altered by anybody who has access to this session.
Finally you can always display the various blocking types by location level.
Recalculate Location Occupation

When using capacity locations, a location has a finite capacity, then during inbound advice
conversions are made from the Storage/iInventory unit to the capacity unit by location. After the
inbound advice the field expected occupation increase is updated. When a conversion factor or a unit
has been changed, then the location occupation will have to be recalculated, the stocks by location
have to be read, and the available capacity is recalculated based on the new units and /or new
conversion factors. It is therefore important that you establish a proper procedure for this session, so
that the calculations on capacity locations will always be up to date.
13
Exercises - Inventory Locations

Exercise 6 - Receipt Location
Menu - Distribution \ Location Control \ Inventory Locations
Session - Maintain Locations (tdilc0110m000)
Warehouse 700
Location REC
Description Receipt Location
Search Key RECEIPT LOCA
Row
Level
Bin
Fixed Location no
Inspection Location no
Multi-Item Location yes
Multi-Lot by Item yes
Inbound Priority 999
Sequence on Picking List 999999
Message
Date of Last Status Change
Infinite Capacity Yes
Total Capacity
Available Capacity
Expected Increase in Occupation
Expected Decrease in Occupation
Location Occupied
Block When Exceeding Capacity
Warning When Exceeding Capacity
Inbound yes Blocked no
Outbound yes Blocked no
Transshipment (out) yes Blocked no
Transshipment (in) yes Blocked no
Blocked for All Transactions no
14
Exercise 7 - Inspection Location

Session - Maintain Locations (tdilc0110m000)
Warehouse 700
Location INSP
Description Inspection Location
Search Key INSPECTION L
Row
Level
Bin
Fixed Location no
Inspection Location yes
Message
Total Capacity
Available Capacity
Location Occupied
Outbound no Blocked no
15
Once the receipt and inspection locations have been recorded as locations, it is necessary to return to
the logistic tables to attach them to the warehouse. When goods arrive, normal goods will default to
the receipt location recorded here and goods requiring inspection will default to the recorded
inspection location.
Exercise 8 - Attach receipt & inspection locations

Menu - Distribution \ Tables \ Maintain Logistics Tables
Session - Maintain Warehouses (tcmcs0103m000)
Find warehouse 700 and add the receipt and inspection locations to the warehouse record.
16
Exercise 9 - Normal Locations

Session - Maintain Locations (tdilc0110m000
Enter the data based on the following:
Warehouse 700
Location A001
Description Normal location
Search Key NORMAL LOCAT
Row A
Level 0
Bin 01
Fixed Location no
Multi-Lot by Item no
Message
Total Capacity
Available Capacity
Location Occupied
17
Exercise 10 - Copy Locations

Session - Copy Ranges of Locations (tdilc0210m000)
Warehouse : 700
Source Loc : A001
Target Locations in the Same Warehouse:
From To Start Position End Position

Position 1:
2: Row 5 5
3: Level 6 6
4: Bin 7 8
5: A B
6: 0 0
7: 0 0
8: 1 5
Interactive Process [y/n] : y
Copy Storage Conditions [y/n] : no
Maximum Number of New Locations : 8
Choice: Y (to process)
Exercise 11 - Displaying locations

From the Inventory Locations menu arrow over to the Inquiries menu.
Session - Display locations (tdilc0510m000)
Enter warehouse 700 to view all the locations in warehouse 700.
Exercise 12 - Printing Locations

At times it may be necessary to print the locations.
Menu - Distribution \ Inventory Locations \ Reports
Session - Print Locations (tdilc0410m000)
Print the locations to display for all of warehouse 700.
18
Exercise 13 - Capacity Location

Create a location defining the capacity. But first, enter an alternative unit, plt =pallet, in the session
maintain conversion factors.(tiitm0120m000) On each pallet you can store 25 boxes. Enter the data
based on the following:
Warehouse 001
Location C001
Description Capacity Locations
Search Key CAPACITY LOC
Row C
Level 0
Bin 01
Fixed Location no
Message Zoom to maintain messages
Insert 2 new messages:
LIM Limited Capacity

HAZ Hazardous Materials
Choose the Message code LIM for this location.

Infinite Capacity No
Total Capacity 2
Unit plt
Available Capacity
Location Occupied
Block When Exceeding Capacity yes
Warning When Exceeding Capacity 90%
19
Exercise 14 - Copy Locations

Session - Copy Ranges of Locations (tdilc0210m000)
Warehouse : 800
Source Loc : C001
Target Locations in the Same Warehouse:
From To Start Position End Position

Position 1:
2: Row 5 5
3: Level 6 6
4: Bin 7 8
5: C C
6: 0 0
7: 0 0
8: 1 9
Interactive Process [y/n] : no
Copy Storage Conditions [y/n] : no
Maximum Number of New Locations : 8
Choice: Y (to process)
Exercise 15 - Record reason codes for blocking

Session - Maintain Reasons for blocking
Record 3 reasons for blocking locations or inventory.
Example:
101 Area under repair
102 Not released
103 Need Authorization for use
20
Exercise 16 - Block a location for all transactions

Session - (Un)block Locations for All Transactions (tdilc0120m000)
Choose warehouse 007, block location C002, and attach a reason code (101)
Notice you can also block a range of locations if so desired.
Exercise 17 - Fixed Location

Session - Maintain Locations by Item (tdilc0130m000)
Step 1
Record a fixed location for the item MLN = melons with no minimum Inventory level or Replenishment
quantity.
Choice “s” to search for the item

Project :
Item : MLN = melons
Warehouse : 700
Choice “I” to insert
Location Fixed Inbound Minimum Minimum

Priority Inventory Replenishment
B005 Yes 1 0 0
Step 2
Record a fixed location for the item TMT = tomatoes, with a minimum Inventory level and
Replenishment quantity.
Choice “s” to search for the item
Project :
Item : TMT
Warehouse : 700
Choice “I” to insert a line
Location Fixed Inbound Minimum Minimum

Priority Inventory Replenishment
002 B002 1 1000 5000
21
Location Inventory Transactions

Inventory transactions of items comprise receipts, issues and inventory adjustments for a particular
item. Stock transactions can only be performed by authorized users and can only concern standard
items defined in the session “Maintain Item Data” (itm0101m000).
The inventory level of a particular item can be changed by six different causes:
· Purchase orders
· Sales orders
· Production issues
· Production receipt
If the Purchase Control, Sales Control and Shop Floor Control modules of BAAN IV are implemented,
you will, in principle, not have to use the four transaction types mentioned above. The issuing and
allocation of items is, in that case, controlled from these modules.
· Inventory adjustments
· Inventory transfers
These last two transactions are controlled from the Inventory Location Control module.
Authorizations
This session enable you to have different stock transactions performed by different persons. The
login code of each user is linked to the transaction types they are authorized to use.
If a user is not authorized for a particular type of inventory transaction, the system blocks the input,
and gives a message.
Location Inventory Transactions

In this session you can enter inventory transactions by item by warehouse. When it concerns
purchase and sales transactions, you must state the trade relation (customer or supplier). Stock
transfers will require you to include the warehouse being transferred to and from.
When leaving this session, the system automatically links a transaction date and a warehouse order
number to each transaction line entered.
Blocking Inventory
When a location is blocked, inventory transactions are no longer possible for this location. Release
Inventory blocking will remove blockings independently of the login code. These blockings can only be
lifted if the login code matches otherwise.
22
Exercises - Inventory Transactions

Exercise 18 - Define Authorizations
Menu - Distribution \ Inventory Location Control \ Location Inventory Transactions
Session - Maintain User Authorizations for Stock Transactions (tdilc1110m000)
Using your assigned login code, give yourself authorization for all 6 warehouse transaction types.
Login Code : your login code

Stock Transaction Type
Purchase Orders : yes
Sales Orders : yes
Production Issues : yes
Production Rec. : yes
Stock Adjustments : yes
Stock Transfers : yes
Exercise 19 - Entering Inventory Transactions

Session - Enter Stock Transactions (tdilc1120m000)
Insert a new record. (Choice [I])
Item : PPL = apples

Warehouse : 700
Sequence : 1
Trans. Type : Inventory Adjustment (space bar for choices)
Order date : Today’s date
Planned Qty : 50
Choice : Y (to maintain deliveries)
Sequence : 1
Location : A001
Storage Unit : Box
Quantity : 25
Locate the remainder in location A003.
23
Exercise 19.1 - Capacity locations

Insert a new record. (Choice [I])
Item : MLN = mellons

Warehouse : 700
Sequence : 1
Trans. Type : Inventory Adjustment (space bar for choices)
Planned Qty : 65
Choice : Y (to maintain deliveries)
Sequence : 1
Location : C001
Storage Unit : Box
Quantity : 65
When exiting a message should display to warn you that you are over the capacity limit for that
location.
You should only be able to place 50 boxes in this location, place the other 15 boxes in location C002.
Exercise 20 - Enter stock transfers

Session - Enter Stock Transactions (tdilc1120m000)
Insert a new record.
Item : PPL = apples
Warehouse : 700
Sequence : 2
Trans. Type : Inventory Transfer (space bar for choices)
Planned Qty : 20
To Warehouse: 700
Choice “Y” to proceed
From location : A001

To location : A002
24
Exercise 21- Displaying Inventory Transactions
Check the results of Exercises 19 - 20 with the session “Display Inventory Transactions by Item”
(tdilc1521m000) and “Display Inventory Transfers by Item and Warehouse” (tdilc1522m000)
Print the Transactions to screen by using the session “Print Inventory Transactions by Item”
(tdilc1421m000) and “Print Inventory Transfers by Item” (tdilc1422m000).
The inventory transactions can also be viewed in inventory history. However, this topic will be
discussed later.
Exercise 22 - Block inventory

Menu -Distribution \ Location Control \ Location Inventory Transactions
Session - Block Stock Point for all Transactions (tdilc1141m000)
Choice “s” to select an item

Item : PPL
Lot : Skip
Choice “I” to insert
Date : Skip
Wrh : 700
Location : A002
Stor. Unit : pcs
Reason : (choose a reason code recorded in an earlier session)
Exercise 23 - Print the Inventory on Hold

Menu - Distribution \ Location Control \ Location Inventory Transactions
Session - Print Inventory on Hold (tdilc1141m000)
Take all ranges and at the choice “y” to print to display.
25
Exercise 24 - (Un)block stock point

Session - (Un)block Stock Point (tdilc1142m000)
Enter in the warehouse, location and item blocked in step 1.

Removing the lines lifts the blocking.
Choice “d”
Enter “y”, Escape
Delete records? Yes
26
Location Inventory Inquiries & Reports

Stock data can be displayed using seven key fields:
· Project number
· Item number
· Lot number
· Stock date
· Warehouse
· Location
· Storage unit
Key fields can serve as search criteria. There are several display or print sessions to find where stock
is located.
Replenishment Lists
When the minimum stock has been recorded for a item and location, lists can be printed to replenish
the location stocks. Advice is only generated if a minimum inventory has been recorded for both the
item and the location.
27
Exercises - Location Inventory Inquiries & Reports

Exercise 25 - Displaying Inventory
Step 1
Menu - Distribution \ Location Control \ Inventory Reports
Session - Display Inventories by Item/Storage Unit/Location (tdilc1515m000)
Choice “s”
Project
Item : 05103
Unit : pcs
Step 2
Session - Display Inventories by Warehouse and Item (tdilc1513m000)
To display all items in inventory by warehouse
Exercise 26 - Inventory Reports

Step 1
Session - Print Inventories by Item and Lot (tdilc1410m000)
Print to display all the items in stock for warehouse 700.
Exercise 27 - Replenishment Lists

Session - Print Replenishment Lists (tdilc2410m000)
Print to display a replenishment list for warehouse 700.
28
Location Inventory History

A parameter enables you to choose whether stock transactions are logged or not.
This parameter is located in the session - Maintain ILC Parameters (tdilc0100m000). Log Physical
Inventory Transactions by Location. Before beginning the exercises, check to see that this parameter
is set to “Yes” so all stock transactions will be saved.
Exercises - Location Inventory History

Exercise 28 - Display Inventory History
Menu - Distribution \ Location Control \ Location Inventory History
Session - Display Inventory History by Location (tdilc3510m000)
Check inventory transactions. View both screens. If you have questions about the information
displayed please ask the instructor.
Exercise 29 - Print Inventory Transactions

Menu - Distribution \ Location Control \ Location Inventory History
Session - Print Inventory History by Location (tdilc3410m000)
Print all the transactions taking place up until today.
29
Storage Conditions
Storage conditions are used to prevent the storage of items in unsuitable locations.
A condition can be placed on the item, and unsuitable locations can be excluded. Or, the condition
can be placed on the location and the undesirable item can be excluded. Thus, storage conditions
can be defined by: location, warehouse, item, and item group.
When entering inventory transactions or generating inbound advice, storage conditions are consulted.
Conditions placed on locations have a higher priority than those placed on warehouses, and
conditions placed on Items have a higher priority than those placed on Item groups.
A storage condition comprises a code and a description and specifies the conditions under which
specific items are to be stored. Such conditions may be the temperature at which goods must be
stored: cool, dark, etc. If a certain location does not meet the storage conditions required of an Item
BAAN IV will search for another location which does meet these conditions.
The field “Condition Type” may have one of the following values:
· Present - the condition is present

· Absent - the condition is absent
· Common - neither present or absent
If the condition type is present for the item it must also be present or common for the location.
THERE IS NO CHECK IF THE CONDITION TYPE IS “COMMON”.
30
Exercises - Storage Conditions

Exercise 30 - Record Storage Conditions
Menu - Distribution \ Location Control \ Storage Conditions
Session - Maintain Storage Conditions (tdilc0150m000)
Record 2 storage conditions using the following data:
001 To Cool
002 Maturing
Exercise 31 - Link storage condition

Session - Maintain Warehouse and Location by Storage Conditions (tdilc0152m000)
It is necessary to link the storage conditions to a warehouse and or location.
Select:
Storage Condition: 001
Add:
Warehouse Location Condition Type Mandatory

700 B001 Present Yes
Exercise 32 - Link a storage condition to an item(s)

Session - Maintain Items by Storage Condition (tdilc0155m000)
Select:
Storage Cond: 001 To Cool
Add:
Project Description Item Description Condition Mandatory

Type
TMT Tomatoes Present Yes
31
Exercise 33 - Print Storage Conditions

Session - Print Storage Conditions by Warehouse and Location (tdilc0451m000)
Print all the storage conditions that are in warehouse 700.
Exercise 34 - Test Storage Conditions

Session - Enter Inventory Transactions (tdilc1120m000)
You need to add 10 boxes of Tomatoes (Item TMT) to Warehouse 700. So, choose the transaction
type “Inventory Adjustment”.
Try to locate the tomatoes in location A004. What is the message? ___________________
Zoom at the location, to display the storage condition by warehouse and location to find a location
with the required storage condition. (You may need to use the <Ctrl> “N” function to view the
location). Place the item in the proper location
32
Location Cycle Counting

The Cycle Counting of item inventory is done to determine the current, physical stock level of items.
The importance of cycle counting is therefore to match the stock on hand as recorded in the system
with actual quantities on hand (the result of the physical count).
Location Cycle counting orders are used to manually count (physical) items inventory by stock point
and subsequently enter the counted quantities into the computer system. The location cycle counting
order shows the inventory as registered in the system. Cycle Counting will show if the quantities of
inventory in the system and those at the locations are different.
The item’s counting frequency depends on the ABC classification and the associated counting interval
defined in the INV Parameters (tdinv4100m000)
Cycle Counting
For various reasons, the inventory as registered in the system may differ from the physical inventory
on hand in the warehouse. In the cycle counting procedure, cycle counting orders are generated
listing the items to be counted. These orders can be printed, and the actual quantities present in the
inventory location recorded on them. These quantities can then be entered into the computer system,
and the inventory as registered in the system corrected on the basis of the quantities counted, if
desired, a check report can be printed.
ABC Analysis
The ABC code is an indication of the importance of the item for the turnover. The ABC analysis can
be based on cost price, sales price or quantity. Each class (A, B, C) is assigned a counting interval
which is used for cycle-counting the inventory on hand.
Generate Cycle Counting Orders

This session allows you to define the cycle counting orders, which must exist before you can actually
start cycle counting.
The cycle counting order is created based on: the counting data for each item (based on its ABC-
code), the selected data (warehouse, location aisle, level and bin) and the maximum number of
locations to be counted.
33
Print Cycle Counting Orders

The cycle counting order is also called a counting list. After generating the cycle counting orders,
these must be printed.
If desired the system stock levels can be printed on the counting lists, and multiple copies can be
printed.
Enter Location Cycle Counting Data

Once the orders have been printed, and the physical stock counted, the physical quantities are
entered into the system. If the physical quantity matches the system quantity it can be collectively
accepted by pressing <Ctrl> [G]
Print Cycle Counting Report
The check report shows the system stocks, the counted stocks and the differences.
Process Cycle Counting Data

After the counted stock has been entered, it must be processed in the system. This implies that
inventory adjustments, if any, are carried through. After processing, the date is retained in the item
file. This ensures that when the cycle counting is performed again, it is compared with the last date
on which the cycle count has been recorded.
Delete Cycle Counting Orders

This session is intended to remove a part from a cycle count order or the entire order after generating
the cycle count
34
Exercises - Cycle Counting

Exercise 35 - Perform an ABC Analysis
Menu - Distribution \ Inventory Control \ Warehouse Inventory Analysis
Session - Perform ABC Analysis by Item (tdinv6210m000)
Perform an ABC analysis on all items based on the Standard cost
Exercise 36 - Generate Cycle Counting Orders

Menu - Distribution \ Location Control \ Location Cycle Counting Orders
Session - Generate Cycle Counting Orders (tdilc5210m000)
Generate cycle count orders based on the following:
Warehouse 700 - 700

Location ________ - ZZZZZZZZ
Row __ - ZZ
Level ____ - ZZZZ
Bin ____ - ZZZZ
Max. Number of Locations to be Counted per Order 2
Max. Number of Locations to be counted 10
Choice: Y
35
Exercise 37 - Print Cycle Counting Orders
Menu - Distribution \ Inventory Location Control \ Location Cycle Counting

Session - Print Cycle Counting Orders (tdilc5410m000)
Print the cycle counting orders to display with inventories.
Exercise 38 - Enter Location Cycle Counting Data

Session -Enter Location Cycle Counting Data (tdilc5110m000)
Use the <Ctrl> [G] to set counted inventory to the system inventory.
Pick one item to change the system stock.
Do not process the cycle counting data now.
Exercise 39 - Print Cycle Counting Report

Session - Print Cycle Count Check Report (tdilc5411m000)
Print the check report and notice the variances.
Exercise 40 - Process Cycle Counting Data

Session - Process Cycle Counting Data (tdilc5211m000)
Process the cycle counting data now.

.
36
Inbound Movements
The objective of the inbound procedure is to place the items that arrive in the right location, based on
space, storage conditions and item data. During “Maintain Receipts” goods received are put to either
the receipt location or to the inspection location. An inbound advice needs to be generated or entered
manually to move the goods to the storage locations. This advice can then be modified or used as is,
to locate the items in the proper storage place.
Generate Inbound Advice

The Generate Inbound Advice session (tdilc4203m000) will advise a location for each receipt. The
inbound advise steps can be logged depending on a parameter setting. If logged the system records
the sequence in which locations are considered and why they were not suitable. Via the session
“Print Inbound Advice Steps (tdilc4404m000)” you can print an inbound advice steps report.
Note: Logging inbound advice steps has a negative effect on the calculation time for the
session “Generate Inbound Advice (tdilc4203m000)”.
The following checks take place when generating inbound advise:
· Check to see if the location is blocked

· Check to see if the location is defined as an inbound location and not blocked for inbound
· Check the location type (do not advise the receipt location)
· Check on the Multi-Item condition
· Check on the Multi-Lot location
· Check to see if only unoccupied locations can be advised.
· Check on minimum percentage free
· Check on conversion factor unit
· Check on storage conditions; item, item group, location, and warehouse.
· The advise is stored under a run number (batch number).
Maintain Inbound Data

Allows you to modify an existing inbound advise or manually input the information.
Release Inbound Data

Releases the items to the advised locations.
Delete Inbound Data

Used to globally delete one or more inbound recommendations or manual inbound movements that
have not yet been released.
37
Outbound Movements
The objective of the Outbound procedure is to issue inventory from location. based on priorities
defined by the user. The Outbound Movement may take place for:
· Sales Orders
· Production Orders
· Service Orders
· Replenishment Orders
· PRP warehouse orders.
An outbound advice needs to be generated or manually entered in order to issue the inventory. This
advice can be modified or used as is to retrieve the inventory from the proper locations. Retrieval
takes place on the basis of the outbound system assigned to the item (LIFO, FIFO, or by location).
Each item is retrieved from the warehouse stated on the order line or warehouse stated on the bill of
material.
Generate Outbound Advice

The Generate Outbound Advice session will advise a location for each item on hand that has to be
delivered. Upon selection an allocation occurs at the location level.
The following procedure is used:
· Check to see if item is on hand in the warehouse that is stated on the order.
· Check to see if the location is an outbound location and not blocked.
· Check the outbound priority of the item.
Maintain Outbound Data

Maintain Outbound Data allows you to modify an existing Outbound advise or manually input the
information.
Release Outbound Data

By using this session an outbound advice is released. This implies that the inventory is issued and
registered as delivered items.
Delete Outbound Data

This session can be used to globally delete one or more outbound recommendations that have not
yet been released.
38

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BAAN IV

Location Control (ILC)

Baan Training & Documentation department - Copyright 1996

ã Copyright Baan Training & Documentation department 1996

EXERCISE 23 - PRINT THE INVENTORY ON HOLD.................................................................................................

EXERCISE 24 - (UN)BLOCK STOCK POINT.............................................................................................................

EXERCISES - LOCATION INVENTORY HISTORY........................................................................................

EXERCISES - STORAGE CONDITIONS............................................................................................................

Tables Inventory Control

Project Control Sales Control

Shop Floor Replenishment

Generate Location System

Change Location System by Warehouse

3. Changing the receipt location and/or the receipt-inspection location

· Work-in-Process - Warehouses used to store intermediate inventory used to supply production

Outbound System by Item

Exercises - Master Data

Negative Inventory allowed should be set to “No”

Exercise 2 - Generate Location System

To start processing enter “Y” at “Choice”

Warehouse Code : 700

Exercise 4 - Item Control

Item Type purchased

Give an explanation of the meaning of the fields which are shaded.

Menu - Distribution \ Item Control \ Item Data

Exercise 5 - Parameter Settings

Change the ILC parameter settings so that:

· Blocking an entire location

Recalculate Location Occupation

Exercises - Inventory Locations

Exercise 7 - Inspection Location

Exercise 8 - Attach receipt & inspection locations

Exercise 9 - Normal Locations

Enter the data based on the following:

Exercise 10 - Copy Locations

Target Locations in the Same Warehouse:

From To Start Position End Position

Choice: Y (to process)

Exercise 11 - Displaying locations

Enter warehouse 700 to view all the locations in warehouse 700.

Exercise 12 - Printing Locations

Print the locations to display for all of warehouse 700.

Exercise 13 - Capacity Location

Insert 2 new messages:

LIM Limited Capacity

Choose the Message code LIM for this location.

Date of Last Status Change

Exercise 14 - Copy Locations

Target Locations in the Same Warehouse:

From To Start Position End Position

Choice: Y (to process)

Exercise 15 - Record reason codes for blocking

Record 3 reasons for blocking locations or inventory.

Exercise 16 - Block a location for all transactions

Exercise 17 - Fixed Location

Choice “s” to search for the item

Choice “I” to insert

Location Fixed Inbound Minimum Minimum

Choice “s” to search for the item

Choice “I” to insert a line

Location Fixed Inbound Minimum Minimum

Location Inventory Transactions

Location Inventory Transactions