Warehouse
How to use Warehouse in Warehouses: access, working steps, fields, related records and troubleshooting.
Purpose and access
Build a warehouse tree that reflects physical or operational locations. Group warehouses organize the tree; transaction warehouses hold stock. Check the company and parent warehouse before creating a new location.
This page is a record page in Supply Chain → Warehouses. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Warehouse Name, Company.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Warehouse from Supply Chain → Warehouses, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Warehouse Namewarehouse_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Is Rejected Warehouseis_rejected_warehouse | Check Optional | If yes, then this warehouse will be used to store rejected materials |
Accountaccount | Link Optional | If blank, parent Warehouse Account or company default will be considered in transactions Linked record: Account |
Parent Warehouseparent_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Is Group Warehouseis_group | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Customercustomer | Link Optional | Only to be used for Subcontracting Inward. Linked record: Customer |
Phone Nophone_no | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Mobile Nomobile_no | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Address Line 1address_line_1 | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Address Line 2address_line_2 | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Citycity | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
State/Provincestate | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
PINpin | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Warehouse Typewarehouse_type | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse Type |
Default In-Transit Warehousedefault_in_transit_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.