General (Purchasing Setup Options) |
The General tab enables you to define how purchases and the default values for new parts added during ordering are handled.
Purchasing options
Data in the fields in the tab section enable you to specify the default values for new parts added during ordering. Unless otherwise indicated, all fields are required.
Keyword
Short (15-character) entry that describes or generally categorizes the part, such as FILTER. This field has a list box. The description displays to the right of the keyword.
Keywords for parts are defined on the Data -> Parts Items -> Setup screen.
Product category
Identifier of the product category assigned to new part records when you place orders for parts not ordered before. This field has a list box. The category name displays to the right of the ID.
Product categories are defined on the Data -> Parts Items -> Setup -> Product Categories screen.
Part classification ID
Identifier of the classification assigned to new part records when you place orders for parts not ordered before. This field has a list box. The classification description displays to the right of the ID.
Part classifications and their options are defined on the Data -> Parts Items -> Setup -> Part Classifications screen.
Inventory months
Tip: If you are managing inventory CENTRALLY, define inventory months on this screen. If you are managing inventory BY LOCATION, define inventory months on the Inventory - More Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
The month (or months) during which the part is inventoried. This field has a list box.
This information is used when there is a check-in the Verified valid part ID field on the Line Items tab of the Data -> Purchasing -> Quick Orders screen.
Parts returned under vendor contracts are ________ the vendor contract
Specifies how parts returned to the vendor should be handled. This field has a list box:
DELETED FROM: The value of parts returned to the vendor is automatically deleted from the amount remaining under the vendor contract.
RESTORED TO: The value of parts returned to the vendor is automatically restored (added back) to the amount remaining under the vendor contract.
Permit repeat orders of parts added to inventory automatically
If this field has a check, repeat orders of parts that are automatically added to inventory are allowed while a previous order is processed. Users do not need to provide the data for the part on the Data -> Parts Items -> Primary Information screen.