Inventory - Enterprise |
The Inventory - Enterprise tab enables you to define location-based options that apply to Enterprise Purchasing. To specify how parts data are handled at the system level, use the Data -> Parts Items -> Setup -> Options screen.
Note: Some fields appear on both this tab and the Basic Info tab. This gives you the option to set enterprise purchasing setup options at either the system level or the location level. The fields that appear only on this tab allow you to separate automatically generated orders by product category, or permit repeat orders of parts added to inventory automatically.
Location ID
Identifier of the location currently selected in the grid or that you are defining. This field has a list box. The location name displays to the right of the ID.
Data in the fields in the bottom section of this tab define how parts inventory is managed. All fields are optional.
Supplied by location ID
Identifier of the location that supplies the stock for this location. Examples include the location itself (if managing BY LOCATION) or a centralized warehouse. This field has a list box. The location description displays to the right of the ID.
Any location can supply this location
If this field has a check, the location can be supplied by any location. This allows flexibility with the location by allowing it to be listed as the receiving location from any defined purchasing location.
Use last vendor as default for replenishment if no preferred vendor
If this field has a check, the last vendor is used as the default for replenishment if no preferred vendor exists. If you leave this field blank, you must enter a vendor ID for any replenishment item that does not have a preferred vendor before you can generate requisitions or purchase orders.
Require reason for return to vendor
If this field has a check, users must specify the reason for a return-to-vendor transaction.
Return reasons are defined on the Data -> Enterprise Purchasing -> Setup -> Return Reasons screen.
Allow return to vendor without prior receipt
If this field has a check, you can insert return-to-vendor transactions without a corresponding receipt or purchase order. This field will not show when the option is not enabled.
Tip: If you do not have a purchase order to assign the transaction to, use the Data -> Enterprise Purchasing -> Receipts screen to create one.
Allow receipt against expired vendor contract
If this field is checked, it allows a Receipt using a vendor contract that is expired as long as the line was ordered before the contract expiration date.
Security days for MIN-MAX calculation
Number of days that you can survive without the part if the vendor cannot deliver it within the normal lead time. Used in the MIN-MAX calculation performed on the Data -> Enterprise Purchasing -> Replenishment -> Calculate Replenishment Parameters screen.
Default account ID
Identifier of the default account for the location. When a location ID is entered on the Basic Info tab of an Enterprising Purchasing screen, this value displays in the Account ID field unless an ID has already been specified. This field has a list box. The account description displays to the right of the ID.
Default account IDs by line item type are specified on the More Info tab of the Data -> Enterprise Purchasing -> Setup -> Options screen.
Note: If the Account ID field on the Edit Criteria - General tab of the Data -> Setup -> Options screen specifies either REQUIRED or OPTIONAL, you must enter a valid account ID. If the field specifies NOT REQUIRED, you may enter whatever value you want.
Default purchase type ID
Identifier of the default purchase type for the location. When a location ID is entered on the Basic Info tab of an Enterprising Purchasing screen, this value displays in the Purchase type field unless another value has already been specified. This field has a list box. The purchase type description displays to the right of the ID.
Purchase types are defined on the Data -> Enterprise Purchasing -> Setup -> Purchase Types screen.
Default replenishment generation item
Default purchasing entity (e.g., requisition, purchase order) for replenishment items. This field has a list box.
Default purchase type for replenishment
Default purchase type for replenishment lists. Automatically generated. This field has a list box. The purchase type description displays to the right of the ID. If specified, purchase type must be allowed for requisitions and purchase orders.
Purchase types are defined on the Data -> Enterprise Purchasing -> Setup -> Purchase Types screen.
Default part request purchase type ID
If there is a default set in this field, it is defaulted for the purchase type ID when a request is actioned for a part request purchase type. If empty, it reverts back to using the Enterprise - Setup - Options - Appropriate default purchase type value.
Default commercial request purchase type ID
If there is a default set in this field, it is defaulted for the purchase type ID when a request is actioned for a commercial request purchase type. If empty, it reverts back to using the Enterprise - Setup - Options - Appropriate default purchase type value.
Separate automatically generated orders by product category
If this field has a check, new enterprise purchase orders and requisitions are generated and separated by vendor and then by product category. If this field is blank, purchase orders and requisitions are separated by vendor ID only.
Default data for new parts added during ordering
The following fields enable you to indicate the default values, if any, assigned to new parts added to inventory.
Keyword
Default keyword for the new part. This field has a list box. The keyword description displays in the field to the right.
Keywords for parts are defined on the Data -> Parts Items -> Setup -> Keywords screen.
Product category
Default product category for the new part. This field has a list box. The category description displays in the field to the right.
Product categories are defined on the Data -> Parts Items -> Setup -> Product Categories screen.
Part classification ID
Default classification identifier for the new part. This field has a list box. The classification description displays in the field to the right.
Part classifications are defined on the Data -> Parts Items -> Setup -> Part Classifications screen. Part classification IDs are assigned to parts on the Basic Info tab of the Data -> Parts Items -> Primary Information screen.
Permit repeat orders of parts added to inventory automatically
If this field has a check, you can repeat orders for parts that are added to inventory automatically.
Default replenishment method
Default replenishment method for new part records that are added automatically. This field has a list box.
NONE
EOQ
MIN-MAX
Tip: Even though the replenishment method will be set to EOQ or MIN-MAX on the part location record, you must still set up the quantity parameters for the new part on the Replenishment Management screen. Once the part has some usage history, you can use the Calculate Replenishment Parameters screen to set these values automatically based on historical use and lead times.
Put-away process
The put-away process is the process that parts go through to be received and put back into inventory. Set your preferred method for put-away by choosing AUTOMATIC or STAGED.
AUTOMATIC: The put-away process happens automatically by default for parts where inventory is updated and the parts are immediately available upon receiving.
STAGED: Each step of the process is tracked where upon being received, parts are put into a temporary holding area, stocked, and approved for releasing into inventory for further use. Only applies to items that are stocked into inventory.
Always require serial numbers on receipt for staged parts
Check this box if you would to require that a serial number be entered for staged parts in the put-away process.
Default staging bin ID
Allows you to select a default staging bin to be used when receiving parts. This will streamline a workflow if you have multiple bins at your location. A choicelist will only display when bin types are set to STAGING AREA and the bin is marked active.
Automatic numbering of receipt batch IDs
Default format for the receipt batch ID displayed on the Accounting Info tab of the Data -> Enterprise Purchasing -> Receipts screen. Maximum field length is 30 characters. This field has a list box.
NONE: No batch ID is generated
STANDARD: Standard format [YYYYMMDD]-[SEQ:5]
CUSTOM: User-defined format; for example, [Date (in receipt date format)], [LOC (receipt location)], [Sequence (###)], [EMP (employee ID assigned to logged in user ID)]
Custom ID structure
Enter the structure for creating automatic numbering. This is a user-defined format using the following structures. This is required if the Automatic numbering of work project IDs option is set to CUSTOM.
[Date]: In the desired date format, such as [MMDDYYYY].
[YR], [YR:1], [YR:2], [YR:3]: The full year, or the year in the last 1, 2, or 3 digits.
[LOC]: The receipt location.
[Sequence:##]: The new numbering sequence.
[EMP]: The employee ID assigned to logged in user ID.
For example, entering [SEQ:3]-PROJECTS-[YR] will send out the form 001-PROJECTS-2018.