Site Record View: Fisherman Accounting

Description:

[ 1.1 Header Toolbar ] [ 1.2 Header Fields ] [ 1.3 Grid: Properties Tab Toolbar ] [ 1.4 Grid: Properties Tab Properties ] [ 1.5 Grid: Address Tab Toolbar ] [ 1.6 Grid: Address Tab Columns ] [ 1.7 Grid: Contacts Tab Toolbar ] [ 1.8 Grid: Contacts Columns ] [ 1.9 Grid: Lines Tab Toolbar ] [ 1.10 Grid: Lines Tab Columns ] [ 1.11 Grid: Shifts Tab Toolbar ] [ 1.12 Grid: Shifts Tab Columns ] [ 1.13 Grid: Certifications Toolbar ] [ 1.14 Grid: Certifications Columns ] [ 2 Related Topics ] [ 2.1 Page Definitions ] [ 2.2 Technical Details ]

Header Toolbar

Toolbar Icons	Description

Toolbar Icons	Description
Delete
Grid Layout
New
Save

Header Fields

Field Names	Description

Field Names	Description
Site	Displays a drop-down menu of all sites by Site ID. Selecting a site from this drop-down menu will open that site's record view for edits.

Grid: Properties Tab Toolbar

Toolbar Icon	Description

Toolbar Icon

Description

Excel

Grid: Properties Tab Properties

Property Name	Description

Property Name	Description
Auto Generate Warehouse Lots By	Identifies how Warehouse Lot Numbers are auto-generated for applicable transfer line items. This is not visible for new Sites and is only required and editable for Sites where the following conditions are both true: The 'Warehouse Lot Tracked' property is set to either: "Yes - Allow multiple items in single lots" or "Yes - Limit Warehouse Lots to single items" The 'Auto Generate Warehouse Lots on Transfer Receipts' property is set to Yes If these conditions are true and the value is missing, the message "[SiteID] has the "Auto Generate Warehouse Lots on Transfer Receipts" option turned on but is missing a selection for "Auto Generate Warehouse Lots by"" will be displayed on Save. When this feature is enabled for the 'To Site' (the receiving Site) on an inventory Transfer transaction, the system will automatically populate the warehouse lot values in the 'To Warehouse Lot' , on Save. The values will be populated as either: INTR:[SiteID]:[Reference Number] - for example INTR:BCS:12345 [Item ID]-[Production Batch Date MM][Production Batch Date YY] - for example 10015-0519 [Production Batch Date MM][Production Batch Date YY]-[Item ID] - for example 0519-10015 Linked Database Field: ERPx_MFSite.WarehouseLotTemplate This lookup contains all the values in the WarehouseLotTemplateEN Enumeration Class.
Auto Generate Warehouse Lots on Transfer Receipts	Identifies whether or not the Warehouse Lot Numbers are auto-generated for applicable transfer line items. This is only visible for Sites where the 'Warehouse Lot Tracked' property is set to either: "Yes - Allow multiple items in single lots" or "Yes - Limit Warehouse Lots to single items". This value is required if the Site is warehouse lot tracked and there is a value in the "Auto Generate Warehouse Lots By" property. If these conditions are true and the value is missing, the message "Unable to set "Auto Generate Warehouse Lots By" if "Auto Generate Warehouse Lots on Transfer Receipts" is not enabled on Save. When this feature is enabled for the 'To Site' (the receiving Site) on an inventory Transfer transaction, the system will automatically populate the warehouse lot values in the 'To Warehouse Lot' , on Save. The values will be populated as either: INTR:[SiteID]:[Reference Number] - for example INTR:BCS:12345 [Item ID]-[Production Batch Date MM][Production Batch Date YY] - for example 10015-0519 [Production Batch Date MM][Production Batch Date YY]-[Item ID] - for example 0519-10015 Linked Database Field: ERPx_MFSite.AssignWarehouseLotsOnTransferReceipts This lookup contains options for either "Yes" or "No".
Default Via Site for Integrated Transfers
Inactive	This field displays a drop-down menu with the options Yes and No for the user to identify whether or not the site is inactive.If a site is inactive, it will not display in any Site lookups, regardless of which modules it is visible to. Selecting Yes from this field will save the site as inactive. This field defaults to No and is required. This field is always editable.
In Transit	This field displays a drop-down menu with the options Yes and No for the user to identify whether or not the site is an in transit site.If a site is In Transit, it will display in Site lookups. However, if a site is In Transit, it will only display in the Via Site lookup on a Transfer Inventory transaction and will NOT display in the transfer's From Site and To Site lookups. This field defaults to No and is required. This field is always editable.
Next Production Batch #	This field displays a text box for users to enter the numeric value that will determine the production batch number of the next production batch created at the corresponding site, if the production batch is set to '(Use Next Number)'. This value will be combined with the Product Batch Prefix, if entered, to create the Production Batch ID. If no value is entered, this field will display 0 and will assume that users must manually enter the production batch ID. For new sites, this field defaults to 1000 but is always editable. After a number is used on a production batch, this field will automatically increment by one to create the next number. This field is not required but must only contain numbers.
Production Batch Prefix	This field displays a text box for users to enter the prefix for the production batch IDs created for production batches at the corresponding site. This prefix will be combined with the site's Next Production Batch number to create the next production batch ID, if both are entered. For new sites, this field defaults to 'Site ID -', which would result in the next production batch ID being 'Site ID - Next Production Batch #'. This field is not required and is always editable.
Registration	This field displays a text box for the user to enter the registration number for the site. This field defaults to blank and is not required. This field is always editable.
Site ID	This field displays a text box for the user to enter the site ID. The value entered in this field must be unique. This field defaults to blank and is required. This field is editable only until the Site is initially saved. Upon save, this field becomes disabled.
Site Name	This field displays a text box for the user to enter the name of the site. This value is what will display in all Site lookups. This field defaults to blank and is required. This field is always editable.
Vendor	This field displays a drop-down menu of all active vendors for the user to identify a specific vendor the site belongs to. This field defaults to blank and is not required. This field is always editable.
Visible to Logistics	This field displays a drop-down menu with the options Yes and No for the user to identify whether or not the site is visible to the Logistics module. If a site is visible to logistics, it will display in the Site lookup on Loads. Otherwise, it will not. To make the site visible to logistics, select Yes in this field. This field defaults to No and is required. This field is always editable. The list of Sites also exists in the Logistics module, allowing Logistics users to determine whether or not a Site is available to them for placement on Loads. Because of this, the Site record view Visible to Logistics field corresponds with the Logistics Sites list view Visible to Logistics checkbox. Therefore, if the Site's visibility to logistics is edited from either location, the site will be updated in both locations.
Visible to Sales	This field displays a drop-down menu with the options Yes and No for the user to identify whether or not the site is visible to the Sales Order module transactions. If a site is visible to Sales, it will display in the Site lookup on Sales Order transactions. Otherwise, it will not. To make the site visible to sales, select Yes in this field. This field defaults to No and is required. This field is always editable.
Visible to WMS	This field displays a drop-down menu with the options Yes and No for the user to identify whether or not the host warehouse management system can see the site.To make the site visible to the warehouse management system, select Yes in this field. This field defaults to No and is required. This field is always editable.
Warehouse Lot Tracked	This field displays a drop-down menu with the options Yes - Allow multiple items in single lots, Yes - Limit Warehouse Lots to single items, and No for the user to identify whether or not the site is warehouse lot tracked and whether or not the site's warehouse lots are limited to a single item type or allow multiple item types. To make the site warehouse lot tracked, select the Yes option that correlates to whether the warehouse lots at this site can have more than one item type within a single lot or not. If a site is warehouse lot tracked, a warehouse lot will be required on inventory transactions on which the site exists. This field defaults to No and is required. This field is always editable. If the 'Warehouse Lot Tracked' property is changed from 'No' to 'Yes - Allow multiple items in single lots' or 'Yes - Limit Warehouse Lots to single items' and the site has been used on transactions, a new default Warehouse lot 'SITEID-Default' is created and assigned to all existing transactions and lot balances. A message 'The Warehouse Lot ID on all existing transactions for this Site has been updated to SITEID-Default' is displayed on save to inform the user.