Default warehouse and selecting alternatives

Hi all, Long time lurker and first time poster here.

I am trying to set up single site but multiple warehouses on our test system to prove a theory to my teams but I am running into an issue. I have created a few different warehouses and their respective Bin locations which all went fine.

I have set some parts at part level to go to one of the alternative warehouses, and also tried doing this at PO stage also which all seems fine, but when booking in the materials in Mass receipt entry, they default back to the “default warehouse” with no indication where they were intended to go and the stores persons wouldn’t know what warehouse they would need to go to at that stage.

I cannot figure out if this is normal, as the site where the mass receipt entry is being run is the “default warehouse” therefore any good being booked in are intended to go there, or if this is a bug.

Ideally, I need it to go to the warehouse I selected at part stage as then I can have project materials go to the project warehouse on the same site.

Thanks in advance for any guidance you can give.

How far removed is the physical receipt of the goods, from the receipt transaction in Epicor?

Is the person physically receiving the goods also performing the receipt in the system in real-time with a handheld? Is the Epicor transaction taking place some time after the physical receipt, by a different person, in a different location, behind a desk based on paperwork?

Hi, goods come into the building and are immediately booked into our system manually with the paperwork at one of the booking in stations.

Well wouldn’t the person doing the receiving in Epicor know what warehouse to receive into because it’s the building they’re standing in?

Well yes.

Maybe I didn’t explain very well. I need multiple warehouses on the same site. The address is the same and the same building. All goods come into the same team. What I want to do is have a separate warehouse for some of our projects. Same location (site) but ringfencing the materials so a separate warehouse to other jobs.

Unsolicited advice… I would also caution on making more warehouses than you need. Different warehouses are intended to segregate things, so you will have to transfer things from warehouse to warehouse if you have material in one warehouse, but the job is happening in another warehouse. So if it’s physically easy to just go over to the other warehouse and grab something, I probably would make those two areas a single warehouse. I would only make other warehouse if they are physically different addresses.

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Thanks, I was hoping that I could use multiple warehouses on a single site as our project materials are starting to get out of hand.

we have project runs and some materials will never be used again, have been costed as part of the budgeting but not allocated to jobs. For instance a 100m roll of cable. It has been costed and paid for, and the entirety of the job uses 40m, so 60m left over at the end of the job. I need a quick and easy way to identify any left over materials that have been paid for already. We run an obsolete and slow moving inventory report and sometimes its difficult to recall the story behind why we still have the material on hand. if I can quickly run a report on a single warehouse and see if anything has not been used in 2-3 years I can dispose of it with little enquiry. We are seeing more and more bespoke project based jobs coming our way and some of them are huge with thousands of lines of materials which have MOQs and may or may not be paid for by the end users.

My thoughts were if we could move the excess materials at the end of the project to another warehouse they would be a lot easier to keep an eye on. That and we could have used warehouses for other common issues like mis-spec parts which we cannot return.

You could do the same thing with a range of bins. I’m assuming (hoping) that when you say different warehouse, you do actually mean a physically segregated location. If you mean, you just want to have a duplicate bin structure in another “virtual” warehouse, that’s gonna get ugly.

If you want to segregate things by “project” (not projects in the epicor sense, just a group of things), take a look at planning contracts. It might be more than you are looking for, but it’s a way to segregate things into groups that separates things all the way down to the MRP level. It’s going to be a bit of a paradigm shift but it might be what you are looking for.

Yeah I did mean same location with virtual warehouses.

I have seen planning contracts but no idea how they are used. Guess I better start testing.

They basically make little mini warehouses for you. That separates planning for the parts that use them which can be handy. The one downside is that you have to make new bins for the planning contracts specifically. If you’re still on 10, then you’ll only have one bin per contract, which is kinda crappy. In the newer versions they added multiple bins per contract.

Thanks, I am just looking at it now but I think I will need to read into it a lot more. Our projects are pretty heavy, some large defence contracts which have huge muti tier bills of materials with multiple sales orders and jobs associated and at a quick glance the planning contract has one planner, one buyer and is line driven when we have multiples.

Not every part has to use the planning contracts. You specific by part number in the master which parts should use the planning contracts. So it would probably only be your large, high dollar parts. The rest would just go through the system normally.

But I would agree, this solution is a but setup heavy, and takes some time to understand how to work with it.