The Inventory functional area is used to manage inventory balances, lot tracing, and inventory movement. The main tasks performed include maintaining the Item Master and importing and/or entering all inventory transactions. The Inventory functional area integrates with the Financial, Fisherman Accounting, Sales and Sales Program functional areas. The purpose of the Inventory Preference Page is to configure how these features work. From here, users can set defaults, identify which features are used, and how the enabled features perform.
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| Fields | Description | ||||||||
| Preference Name | Identifies the Preference that is being setup. | ||||||||
| Value | A text box or lookup to set the value of the preference. Preference values are always editable and can be changed at any time, unless otherwise specified. | ||||||||
| Preferences | Description | ||||||||
| BOM | |||||||||
| Next BOM ID | BOM Rounding Precision | ||||||||
| Default | Default Shipping UOM | Default Attribute Class from Item Class for new Items | Default Production Batch Attribute Class | Default Owner | Use the Host System's lot tracking capability | Default Gross Weight from Item Setup on Transfer Transactions | |||
| Setup | Require Reason Codes for all Adjustment lines | ||||||||
| Checkbox | Used to select one or more records. | ||||||||
| Date Field | The date of the (what is the date for) that was created by the transaction. | ||||||||
| Hyperlink | A hyperlink show the (Field Name) of the transaction. Clicking on the link opens the record view of the transaction. This field is not editable. | ||||||||
| Lookup (from an Enumeration) | A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. This lookup contains all the values in the (EnumerationClassName) Enumeration Class. | ||||||||
| Lookup (non Enumeration) | A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. This lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include). | ||||||||
| Text box | A text box to... . This defaults to (blank) and is (always, never, or conditionally) required. This must be <= (how many) characters and must be formatted as.... | ||||||||
| Yes/No lookupA text box to assign the next ID that will assigned to a new Bill of Material record. When a new Bill of Material is added, the BOM ID is auto-assigned from this preference value and then the value is incremented by 1. This defaults to 1000 and is always required and editable. | |||||||||
| BOM Rounding Precision | A text box to indicate the # of decimals for BOM Costs. This defaults to 2 and is always editable. It is required to be a whole number between 0 and 5. If not, the message "BOM Rounding Precision must be between 0 and 5." will be displayed on Save. | ||||||||
| Default | |||||||||
| Default Shipping UOM | A single select lookup to assign the default Weight Unit of Measure used for Inventory Shipments. This defaults to 'Lbs' but can be changed at any time to any "Weight" unit of measure. This field is always enabled. This lookup contains a list of all the Weight UOM's. | ||||||||
| Default Attribute Class from Item Class for new Items | |||||||||
| Default Production Batch Attribute Class | A single select standard lookup to assign a default 'Production Batch Attribute Class' to be assigned to new Inventory Items. This defaults to blank and can be changed at any time. This is typically used in companies that have different Production Batch Attributes defined for different types of items or in companies that want all Production Batches to have the same list of Attributes. This lookup contains a list of all the 'Attribute Types' assigned to the Production Batch Attribute Class. | ||||||||
| Default Owner | A single select standard lookup to assign a default 'Owner' to be assigned to new Inventory Lots. This defaults to "Default Owner" and can be changed at any time. This lookup contains a list of all the Owners in the Lot Owners master file. | ||||||||
| Use the Host System's lot tracking capability | |||||||||
| Default Gross Weight from Item Setup on Transfer Transactions | A Yes/No lookup to identify whether or not Transfer transactions calculate the Gross Weight for each transfer line item or always set the Gross Weight to 0.00. The value defaults to "No" but can be changed at anytime. A value of "No" means that the 'Gross Weight' for each transfer line will be set to 0.00 and will require manual input to be updated. A value of "Yes" means that the 'Gross Weight' for each transfer line will be calculated (but can be overwritten) based on the Items "Manage Items By" property value as follows:
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| Setup | |||||||||
| Require Reason Codes for all Adjustment lines | A Yes/No lookup to identify whether or not the feature is turned onAdjustment transactions can saved to a Status of "Approved" or "Ready to Post" if they contain transaction lines without a 'Reason Code'. The value defaults to "YesNo" but can be changed at anytime. A value of "Yes" means that every Inventory Adjustment transaction line must have a 'Reason Code' assigned. If they do not, the message "Reason Codes are required for all Adjustment transaction lines." will be displayed on Save. A value of "No" means that ..Inventory Adjustment transaction lines are not required to have a 'Reason Code' specified. | ||||||||
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Page Definitions |
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