Bin Options - Field List

This column shows the Sage 300 Transactions enabled for Bin Tracking.

Note: The configuration row for the O/E Order Entry screen only applies to when you create an OE Shipment from this screen. The Bin Transfer document is only created when you create an OE Shipment (either from the O/E Order Entry screen or O/E Shipment Entry screen), as the bins are only assigned to a document when the movement in/out of the location is posted.

Select if the Bin Transfer will be created manually, or during posting of the source Sage 300 document.  

Set the status of the newly created Bin Transfer document to one of:

• Not ready for picking

• Ready for Pick/Put Away

For “pick” type documents (OE Shipment, I/C Transfer, I/C Assembly, PO Return) you can configure the rules for Auto Picking based on one of

• Bin Setup Pick Order – ie Bin Tracking will fill in the bin numbers based on the bins which have stock, sorted in the Bin Setup Pick Order. If to Bins have stock and the same Bin Setup Pick Order – then the first bin by alphabetical sorting of the Bin Numbers will be suggested

• Most Recent Put Away – ie Bin Tracking will fill in the bin numbers based on the most recently put away stock. If two Bins have stock with the same Put Away Date, then the first bin by alphabetical sorting of the bin Numbers will be suggested

• Least Recent Put Away – ie Bin Tracking will fill in the bin numbers based on the least recently put away stock. If two Bins have stock with the same Put Away Date, then the first bin by alphabetical sorting of the bin Numbers will be suggested

Select one of the following methods to default the "Pick From" bin

• Bin Setup Pick Order

• Most Recent Put Away

• Least Recent Put Away

For “Put-Away” type documents (PO Receipt, OE Credit Note, I/C Disassembly, I/C Receipt) you can configure Bin tracking Pick Method to one of:

• Manual – ie Bin Tracking will not suggest which bin to put the stock into

• Auto Put-Away - ie Bin Tracking will suggest a bin to put the stock into, based on the Put-Away To rules

• Auto Put-Away and complete- ie Bin Tracking will suggest a bin to put the stock into, based on the Put-Away To rules. Additionally Bin Tracking will set the status of the Bin Transfer to Completed (if the stock has been allocated to a bin)

For “Put-Away” type documents (PO Receipt, OE Credit Note, I/C Disassembly, I/C Receipt) you can configure the rules for Auto Put-Away to on one of

• Blank – ie no Bin will be suggested

• Last Bin Picked From – ie Bin Tracking will fill in the bin numbers based on the most recently picked stock. If two Bins have stock with the same pick Date, then the first bin by alphabetical sorting of the bin Numbers will be suggested

• Last Bin Put Away To – ie Bin Tracking will fill in the bin numbers based on the most recently put away stock. If two Bins have stock with the same Put Away Date, then the first bin by alphabetical sorting of the bin Numbers will be suggested

• Bin Setup Put Away Order – ie Bin Tracking will fill in the bin numbers based on the bins which have a put away order of 1, sorted in the Bin Setup Pick Order. If to Bins have stock and the same Bin Setup Pick Order – then the first bin by alphabetical sorting of the Bin Numbers will be suggested

Select:

• Yes to force the Bin Transfer document to be shown on the screen immediately as the source Sage 300 document is posted.  

• No if you do not want the Bin Transfer document to be shown on the screen as the source Sage 300 document is posted

• "Only if binned" to force the Bin Transfer document to be shown on the screen immediately as the source Sage 300 document is posted if

• The location is bin tracked

• At least one item on the source document is bin tracked  

If the locations on the generated Bin Transfer are not "Bin Tracked" and/or none of the items on a Bin Transfer are bin tracked, you can select this option to auto-complete the document.

Select one of:

Default: Use the option as defined in BT Setup > Options > Processing Tab.

No: Never include non-stock items

Yes: Always include non-stock items on Bin Transfers originating from the selected transaction type

If there is not enough stock available to pick, select Warn to Warn or Don't Warn the operator when posting the source transaction.

Type the prefix you use in your existing document numbers, or use the default prefix you see on this page. Each prefix can be up to six alphanumeric characters.

The maximum length of the Bin Transfer numbers is 22 characters.

If you do not want to use the default starting number for bin transfers, type over it. The program increases the number by 1 each time you create a bin transfer, but you are not forced to use the numbers assigned by the program.

Set this to “No” if you do not allow negative bin quantities. Set this to “Yes” if you do allow negative bin quantities. 

If you do not allow Bin Transfers in the stocking unit of measure, then use this option to enforce the system to Allow/Disallow or Warn you if the Stocking Unit of measure is used. Options – Yes, No and Warn. 

Determines which finder to show for item bins when processing Bin Transfer documents

Show all bins - This shows all bin codes and is generally faster.

Only show bins available for the item: The finder will show the bins and follows the Bin Tracking rules. It only shows the bins where the item is available, and also displays quantities for the item in all available bins.

There is no source Document: Yes/No

There is a source document: Yes/No/Warn

Select Yes if you allow bin transfer documents to be completed when the Bin Transfer Item quantities do not match the associated source document item quantities.

Select No if you don't allow bin transfer documents to be completed when the Bin Transfer Item quantities do not match the associated source document item quantities.

Select Warn to warn the operator when the item quantities don't match.

"Include non-stock items" option. It defaults to Yes.

If set to no then non-stock items are not copied to the Bin Transfer document.

Select this option to allow all items to be bin tracked, except the items in the list below

Select this option to turn off bin tracking on all items except those items in the list below

Enter an item number or a mask for a range of item numbers to include in bin tracking or exclude from bin tracking, depending on the selection above.

Example mask :

Z1-???-? would mean all items with a structure ZZ-ZZZ-Z and which

• Start with Z1

• Have any three characters/digit as the second segment

• Have any character/digit as the last segment