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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.

Software Version: 2019.09.03 and newer

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Toolbar IconsDescription
Excel
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SaveSaves all changes.
FieldsDescription
Preference NameIdentifies 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. 
PreferencesDescription
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








CheckboxUsed to select one or more records.
Date FieldThe date of the (what is the date for) that was created by the transaction.
HyperlinkA 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 lookup

A Yes/No lookup to identify whether or not the feature is turned on. The value defaults to "Yes" but can be changed at anytime. 

A value of "Yes" means that...

A value of "No" means that...

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