Warehouses

A Warehouse stores Catalog Items used in maintenance and repair of Equipment.

Key Features

  • Warehouses store an inventory of Catalog Items available for Work Orders.

  • A Catalog Item at a specific Warehouse is a Stock Item.

  • Stock Items are located in the Warehouse in Bins, which are the lowest level of a Row → Section → Level → Bin hierarchy.

  • Stock Items may be located in more than one Bin.

    Example: A Stock Item may be stored in both an easy-access location and an overstock location.

  • An inventory manager can see Planned Stock for insight into what Stock Items need replenishment.

  • Replenish a Stock Item with a Purchase Order from a vendor or by Transfer request from another Warehouse.

How EAM Warehouses Work

Stocking Items in a Warehouse

Flow Chart showing connection of Catalog Items

Office Lookup on Warehouse

Starting in FieldFX 26R1, an optional Office lookup is available on the Warehouse object.

A new optional Office lookup is available on the Warehouse object.

Field label:

Office

Optional. Select an Office Account if applicable associated with the Warehouse. Only accounts with the Office record type can be selected.

Field type:

Lookup to Account

Record type restriction:

Optional. Only Office record type Accounts can be selected.

Validation:

If a user attempts to reference a non‑Office Account (for example, via UI, import, or API), the Warehouse record will not save and a validation error will be displayed.

Existing data:

Existing Warehouse records are not modified. The new Office lookup is initially blank and is not required.

This field allows a Warehouse to be associated with an Office Account for reporting and integrations.

Step-by-Step Guide

  1. Add a New record to the Warehouse object.

    Warehouses can also be created while adding Stock Items.

  2. Make the following entries in the Details tab:

    Field Entry

    Warehouse Name
    (required)

    Enter a unique name for the Warehouse.

    Default Buyer

    Select the User record responsible for purchase orders for the Warehouse.

    Warehouse Status

    Select Active.

    Office

    Optionally, select the Office Account associated with the Warehouse.

    Only Accounts with the Office record type can be selected. If a non-Office Account is referenced, the Warehouse record cannot be saved.

  3. Add address and contact information as needed.

    Address and contact information can be used when creating transfer requests and purchase orders, but aren’t required.

  4. Optionally, make entries in the Accounting Details section as needed.

    See Accounting Overview for information about the accounts to add in each field.

  5. Click Save.

For more information, see:

FieldFX Documentation PTC ServiceMax Help Center Salesforce Documentation

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