10.11.2.�Configure Inventory

To configure the Inventory module, select the "Configure Inventory" option. The following screen will appear

Configure Inventory Module

When configuring the Inventory module, you are presented with the following options:

Defaults

Specify a default Event Fence:

Event Fence: Select a value between 0 and 999 using the arrow buttons located to the right of the field. Indicates the Event Fence value that will appear by default whenever a new Item Site is created. The value is measured in days.

Post Item Site Changes to the Change Log

Select to post to the Change Log any changes made to Item Site masters.

Post Warehouse Changes to the Change Log

Select to post to the Change Log any changes made to Warehouse masters.

Enable Multiple Warehouses

Select to allow more than one Warehouse to be entered in the system. If multiple Warehouses are not enabled, your system will be single Warehouse only. Users will be prevented from creating more than one Warehouse. If your system has multiple Warehouses defined, this option will be hidden.

Transfer Order # Generation

If multiple Warehouses are enabled, select one of the available Transfer Order Number generation methods:

Automatic: Transfer Order Numbers will be automatically incremented by 1 each time a new Transfer Order is created. These automatically-generated numbers may not be edited. They are read-only.
Manual: Transfer Order Numbers must be entered manually whenever you create a new Transfer Order.
Automatic, Allow Override: Transfer Order Numbers will be automatically generated and incremented, as under the "Automatic" option described above. However, this option also allows you to manually override the Transfer Order Number at the time of Transfer Order creation.

Next #

The next sequentially available Transfer Order Number will display here. You may change the number—creating a new basis for the next Transfer Order Number—by typing the new number into this field. Any changes you make here will be reflected the next time a new Transfer Order is created.

Default Transit Warehouse

If multiple Warehouses are enabled, specify the default Transit Warehouse. The specified Warehouse will be pre-selected by default whenever Transfer Orders are entered.

Enable Lot/Serial Control

Select to enable Lot/Serial tracking capability in the system. If not selected, users will be prevented from creating Item Sites having either the Lot or Serial control method. Without the ability to create Lot/Serial Item Sites, the Lot/Serial tracking capability is disabled. If your system has Lot/Serial Item Sites defined, this option will be hidden.

When Count Tag Qty. exceeds Slip Qty

Select one of the following options for handling discrepancies in count quantities:

Post Difference to Default Location, if any: Select to post excess Count Tag quantity to an Item's default location if the Item's Count Tag quantity exceeds its Count Slip quantity. Applies only if a default location has been defined for the Item. Default locations are defined for an Item in the Item Site record.
Do Not Post Count Tag: Select to prevent Count Tag quantity from being posted if it exceeds the Item's Count Slip quantity.

Note

By default, the system allows only one unposted Count Tag per Item Site. If an unposted Count Tag already exists for an Item Site, then an additional duplicate Count Tag may not be added.

Count Slip # Auditing

Select one of the following Count Slip number auditing methods:

No Slip # Checks, allow Duplications: Allows any Count Slip numbers to be used. Duplicate Count Slip numbers will also be allowed.
Disallow Unposted Slip # Duplications within a Warehouse: Prevents duplicate "Unposted" Count Slip numbers from existing within a given Warehouse. However, duplicate "Unposted" Count Slip numbers may exist within multiple Warehouses.
Disallow All Unposted Slip # Duplications: Prevents duplicate "Unposted" Count Slip numbers from existing within multiple Warehouses.
Disallow All Slip # Duplications within a Warehouse: Prevents duplicate Count Slip numbers from existing within a given Warehouse. However, duplicate Count Slip numbers may exist within multiple Warehouses.
Disallow All Slip # Duplications: Prevents duplicate Count Slip Numbers from existing within multiple Warehouses.

To configure the Inventory Shipping and Receiving options, select the "Shipping and Receiving" tab. The following screen will appear:

Configure Shipping and Receiving

When configuring Shipping and Receiving, you are presented with the following options:

Shipment # Generation

By default, Shipment Numbers are generated automatically.

Next #

Enter the next Shipment Number to be used. The system assigns Shipment Numbers to Sales Order Line Item quantities when stock is issued to Shipping. All stock at Shipping for an individual Sales Order is assigned the same Shipment Number. If no stock is already at Shipping, then a new Shipment Number will be used.

Disallow P/O Receipt of Qty greater than ordered

Select to ensure the maximum receiving quantity does not exceed the quantity ordered. If selected, the system will prevent users from receiving more Purchase Order Line Item quantity than the quantity ordered. Not selecting this option means users will be allowed to receive quantity in excess of the quantity ordered.

Warn if P/O Receipt Qty differs from receivable Qty

Select to generate a warning message if the entered quantity to receive does not match the quantity remaining to be received. The warning message will alert users that a difference exists. However, it will not prevent users from continuing.

By the following amount:: Specify the percentage difference between Receipt quantity and receivable quantity which when reached should trigger a warning message.

Default Shipping Form Copies

Indicate the number of Shipping Form copies you want to print by default:

# of Copies: Specify the number of miscellaneous copies you want to print. Information about the specified copies will display below. To add a Watermark, double-click on a copy line.

To the far right of the screen, the following buttons are available:

CANCEL: Cancels any configuration settings, returning you to the application desktop.
SAVE: Saves the configuration settings, returning you to the application desktop.