TABLE OF CONTENTS

Common Visual Integrator and Reporting Files Overview

Common Visual Integrator Imports

 Bin Locations

Physical Counts

Primary Pick Locations for Items

Quantity on Hand

Inventory Transfers

Inventory Transfers  - (Bin to Bin)

S/O Invoices

P/O Receipts

Vendor Lot Serial Numbers and Lot Expiration Dates

Auto Allocate Inventory to Sales Orders

Designate Last Received Date and Time

Build License Plate Pallet ID’s from Inventory

Item Overrides for Picking and Put-Away

Custom Crystal Reports 

To Report Multi-Bin Quantity On Hand Information

To Report Multi-Bin Detailed History

To Report Multi-Bin from Distribution Files

 

 

Common Visual Integrator and Reporting Files Overview

 Multi-Bin and WMS uses the same ODBC and other connectivity as standard MAS files. This makes it easy for you and your reseller to import information, create custom reports using crystal reports and connect with the data and objects the standard Sage 100 ERP tools and BOI. Below, you will find a listing of the most common files and functions to work with. Also review the appendix for BOI and custom office files and fields.

Common Visual Integrator Imports 

 

Bin Locations

Select Table: IM404_BinLocation

Required fields are: Warehouse Code and Bin Location

 

Note: Bin location type is defaulted to P for Pick.

Other bin location types are V=Overflow, S=Staging, F=Floor, O=Other

PrimaryBinLocation is Y/N. Select primary bin locations if the location is in a primary location area and the Auto Assign Primary bin location is ON. This field does not need to be set if only the items selected as primary will make the location primary.

 

Physical Counts

Select Table: IM404_Physical

Required fields are: Item Code, Warehouse Code and Quantity Counted. LotSerialNo is required if the item is Lot Serial valuation.

Bin Location is required if enabled for Multi-bin and WMS.

Bin Location should be blank (null) if disabled from Multi-Bin and WMS. PalletID field is required to assign to License Plate ID’s.(*P)

- PalletType field is required when creating new Pallet ID’s during import. Also turn ON Multi-bin and WMS Option Create Pallet ID Not On File Import Physical Counts.

 

Primary Pick Locations for Items

Select Table: IM404_ItemLocation

Required fields are: Item Code and Warehouse Code.

Note: Selected bin locations will validate the location types. Import Primary pick locations and Primary Overflow bin locations.

 

Quantity on Hand

Select Table: IM404_ItemLocationQuantity

Note: It is preferred to import to the physical count file (IM404_Physical) or inventory transfers rather than this file.

Inventory Transfers 

Select Table: IM_TransactionHeader

V/I to the IM_TransactionHeader will do transfers between different warehouses and the same warehouses and to move inventory between locations.

Notes: Multi-Bin and WMS fields are the LL fields. Select bin locations from and to locations as they are validated.

 

Inventory Transfers  - (Bin to Bin)

Select Table: IM404_TransferItemDetail

V/I to the IM404_TransferItemDetail will transfer inventory between locations in the same warehouse.

Select any value for SessionID. Required fields are ItemCode, WarehouseCode, LotSerialNo for those valuations, BinLocation, QuantityPicked is the quantity to transfer and the ToBinLocation. For License Plate transfers Pallet ID(*P) select the PalletID and the ToBinLocation fields. Leave ToPalletID, ItemCode, BinLocation and LotSerialNo null.

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S/O Invoices

Select Table: SO_InvoiceHeader

Notes: Multi-Bin and WMS fields are the LL fields. Select multi-bin location field which is validated.

 

 

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P/O Receipts

Select Table: PO_ReceiptHeader

Notes: Multi-Bin and WMS are the LL fields. Select multi-bin location field which is validated.

 

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Vendor Lot Serial Numbers and Lot Expiration Dates

Select Table: IM404_VendorLotSerial

Required fields are: Item Code and Lot Serial Number

 

Note: Import Vendor Lot Numbers and Expiration Dates. No warehouse code is required.

 

Auto Allocate Inventory to Sales Orders

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Select Table: SO_SalesOrderHeader

Required fields are: SalesOrderNo and

D404_AllocateOrder = “Y”

Note: V/I will auto allocate inventory according to the full directed picking options designated in Inventory  - setup- Multi-bin Options - Directed Picking and any overrides designated in product line and item code maintenance's.

The system will never actually save the D404_AllocateOrder value of “Y”. It will always remain “N” or null.

 

Designate Last Received Date and Time

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To override the last received date and time add UDF fields LastReceivedDate and LastReceivedTime to the Multi-bin Tier files.

 

Tables:

P/O: PO404_ReceiptTierDistribution, PO404_MaterialReqTierDist

S/O: SO404_OrderTierDist, SO404_InvoiceTierDist

I/M: IM404_TransactionTierDist B/M: BM404_ProductionTierDist, BM404_DisassemblyTierDist R/A: RA404_ReceiptsTierDist

 

Build License Plate Pallet ID’s from Inventory

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Select Table: IM404_PalBld

This utility builds license plate inventory from multi-bin inventory.

Required fields are ItemCode, WarehouseCode, LotSerialNoHeader for those valuations, BinLocation, PalletIDtype, QuantityToDistribute and QuantityPerPallet

 

Note: Quantity available is validated.

 

Item Overrides for Picking and Put-Away

Select Table: IM404_ItemPickPut Required field is: Item Code.

 

Note: Item settings for directed picking and directed putaway supersede multi-bin options and product line maintenance overrides.

 

Custom Crystal Reports 

To Report Multi-Bin Quantity On Hand Information

Select Table: IM404_ItemLocationQuantity

Notes: Use the Multi-bin QOH and Valuation Report where possible.

 

To Report Multi-Bin Detailed History

Select Table: IM404_BinLocationHistory

Notes: Use the Multi-bin Detail Report where possible.

 

To Report Multi-Bin from Distribution Files

Purchase Order: Receipts PO404_ReceiptTierDistribution, PO404_MaterialReqTierDist Sales Order: SO404_OrderTierDist, SO404_InvoiceTierDist

Inventory: IM404_TransactionTierDist

Bill of Materials: BM404_ProductionTierDist, BM404_DisassemblyTierDist Work Order: WOU and WO_AU

 

 

(*E) Feature for Add-on for Expiration Date and Vendor Lot Traceability

(*P) Feature for Add-on for License Plating - Case Packs, Pallets, and Containers

(*W) Feature for Add-on for Wave Batch Picking