Product Categories |
The Product Categories screen enables you to display and define product categories. You can also identify the employee responsible for ordering, expediting, and inventory control. In addition, you can specify that each vendor's purchase orders be separated by product category. The value in the Manage parts ordering and Economic Order Quantity (EOQ) values field on the General tab of the Parts - Setup - Options screen determines which screen to use in order to do this:
BY LOCATION or ENTERPRISE: Use the Inventory tab of the Locations - Primary Information screen
CENTRALLY: Use the Purchase Orders tab of the Purchasing - Setup - Options screen
The field in the top section of this tab defines the data that displays.
Product category ID
Identifier of the product category currently selected in the grid or that you are defining. Maximum field length is 20 characters. This field has a list box. If the category already exists, its description displays to the right of the ID. This field is required.
Tip: Group parts together that have the same setup values, such as review periods for non-moving parts and automatic ordering.
Data in the bottom section of the tab define the product categories and identify the employees responsible for ordering, expediting, and inventory control. Unless otherwise indicated, these fields are optional.
Description
Description of the product category.
Disposal stock review period (months)
Number of months that a part must have no usage before it is considered ready for disposal.
Approved for automatic ordering
If this field has a check, you can use the Purchasing -> Part Orders screen to automatically generate purchase orders for parts in this category.
Enable automatic part numbering
If this field has a check, part ID numbers are assigned to new parts entered on the Basic Info tab of the Parts Items -> Primary Information screen.
Part ID prefix
Default prefix to be used in part IDs generated for this product category.
Number of digits for sequential number
Minimum number of digits that should be used to create the part ID.
Tip: To eliminate leading zeroes in the numerical portion of the ID, specify 1 as the number of digits. The number of digits value is used solely to determine how many leading zeroes to use if the next number in the sequence is less than that number of digits. Make sure that the numbering convention allows for future growth.
Last number used
Number after which the part ID sequence should start.
Tip: Set the last number used to 0; the number will increment as parts are added.
Employee responsible for ordering
Identifier of the employee responsible for ordering. This field has a list box. The employee's name displays to right of the ID.
Employee responsible for expediting
Identifier of the employee responsible for expediting. This field has a list box. The employee's name displays to right of the ID.
Employee responsible for inventory control
Identifier of the employee responsible for inventory control. This field has a list box. The employee's name displays to right of the ID.
Associated File
Path and file name: This field shows the file path of the associated file. To add a new file, click the file launch button. For more information on the file launch process, refer to How to Add a File.
Description: The description of the file.