2. Inventory/Purchasing System Options
Rick Ward

3. Purchasing System Options
Agenda
Purchasing System Options
Inventory System Options

4. Purchasing System Options

5. Summit 2010: Transforming Operational Excellence
S/O-P/O, N/S Items Only
Determines if a purchase order can be generated from a sales order for stock items:
Y - You can only generate a purchase order from a sales order for non-stock items.
N - You can generate purchase orders from sales orders for stock and non-stock items.
Your user ID must have Enter P/O from S/O set to Y in the User Identification Maintenance Additional Information screen to be able to generate a purchase order from a sales order.
System Control > Maintenance > Option Parameters > Purchasing Parameters 5

6. System Control > Maintenance > User Id Maintenance
Summit 2010: Transforming Operational Excellence
S/O-P/O, N/S Items Only
Determines if a purchase order can be generated from a sales order for stock items:
Y - You can only generate a purchase order from a sales order for non-stock items.
N - You can generate purchase orders from sales orders for stock and non-stock items.
Your user ID must have Enter P/O from S/O set to Y in the User Identification Maintenance Additional Information screen to be able to generate a purchase order from a sales order.
System Control > Maintenance > User Id Maintenance 6

7. Summit 2010: Transforming Operational Excellence
Multiple P/O Sourcing
Determines if multiple sales orders can be linked to a purchase order line item or if one-to-one linkage is required:
Y - A single P/O line can be linked to multiple sales orders. The Purchase Order Display screen does not list the linked sales orders but instead displays the word Multiple for the linked product. In this case, any over-received quantity will not allocate to linked sales orders even if Allow Overage in SRE (Inventory Parameters) is set to Y.
N - A purchase order line item can only be linked to one sales order. The quantity allocated to the sales order must be split to a separate purchase order line. The Purchase Order Display screen lists the linked sales order number for each line with a sourced quantity.
System Control > Maintenance > Option Parameters > Purchasing Parameters 7

8. S/O-P/O Linkage Work Queue
Summit 2010: Transforming Operational Excellence
S/O-P/O Linkage Work Queue
Activates the Linked Purchase Order Inquiry and the Linked Sales Order Inquiry:
Y - The Linked Purchase Order Inquiry (refer to the “Buyer Queue Inquiry” in the Purchasing documentation) is updated when someone changes a sales order linked to a purchase order. Reason codes are set up in the Linkage Queue Reason Code Maintenance screen. The Linkage Queue Parameter Maintenance screen determines the types of sales order changes that cause it to appear in this queue. Also, the Linked Sales Order Inquiry (refer to the “Employee Queue Inquiry” in the Order Processing documentation) is updated when a purchase order linked to a sales order is updated.
N - The Linked Purchase Order and Linked Sales Order inquiries are not available.
System Control > Maintenance > Option Parameters > Purchasing Parameters 8

9. Linkage Queue Parameter Maintenance
Summit 2010: Transforming Operational Excellence
Linkage Queue Parameter Maintenance
Activates the Linked Purchase Order Inquiry and the Linked Sales Order Inquiry:
Y - The Linked Purchase Order Inquiry (refer to the “Buyer Queue Inquiry” in the Purchasing documentation) is updated when someone changes a sales order linked to a purchase order. Reason codes are set up in the Linkage Queue Reason Code Maintenance screen. The Linkage Queue Parameter Maintenance screen determines the types of sales order changes that cause it to appear in this queue. Also, the Linked Sales Order Inquiry (refer to the “Employee Queue Inquiry” in the Order Processing documentation) is updated when a purchase order linked to a sales order is updated.
N - The Linked Purchase Order and Linked Sales Order inquiries are not available.
System Parameters > Maintenance > Miscellaneous Controls > Purchasing Parameters 9

10. Allow P/O Link For Inv Hold
Summit 2010: Transforming Operational Excellence
Allow P/O Link For Inv Hold
Determines if a sales order on Administrative Invoice hold can be linked to a purchase order:
Y - Allow sales orders on Administrative Invoice Hold to be linked to purchase orders.
N - Do not allow sales orders on Administrative Invoice Hold to be linked to purchase orders.
D - Allow only direct ship orders that are on Administrative Invoice Hold to be linked to purchase orders.
System Control > Maintenance > Option Parameters > Purchasing Parameters 10

11. Allow P/O Link For Inv Hold
Summit 2010: Transforming Operational Excellence
Allow P/O Link For Inv Hold
Determines if a sales order on Administrative Invoice hold can be linked to a purchase order:
Y - Allow sales orders on Administrative Invoice Hold to be linked to purchase orders.
N - Do not allow sales orders on Administrative Invoice Hold to be linked to purchase orders.
D - Allow only direct ship orders that are on Administrative Invoice Hold to be linked to purchase orders.
System Control > Maintenance > Option Parameters > Purchasing Parameters 11

12. Allow P/O Link For Inv Hold
Summit 2010: Transforming Operational Excellence
Allow P/O Link For Inv Hold
Determines if a sales order on Administrative Invoice hold can be linked to a purchase order:
Y - Allow sales orders on Administrative Invoice Hold to be linked to purchase orders.
N - Do not allow sales orders on Administrative Invoice Hold to be linked to purchase orders.
D - Allow only direct ship orders that are on Administrative Invoice Hold to be linked to purchase orders.
System Control > Maintenance > Option Parameters > Purchasing Parameters 12

13. Allow P/O Link For Inv Hold
Summit 2010: Transforming Operational Excellence
Allow P/O Link For Inv Hold
Determines if a sales order on Administrative Invoice hold can be linked to a purchase order:
Y - Allow sales orders on Administrative Invoice Hold to be linked to purchase orders.
N - Do not allow sales orders on Administrative Invoice Hold to be linked to purchase orders.
D - Allow only direct ship orders that are on Administrative Invoice Hold to be linked to purchase orders.
System Control > Maintenance > Option Parameters > Purchasing Parameters 13

14. Automate P/O Generation from SOE
Summit 2010: Transforming Operational Excellence
Automate P/O Generation from SOE
If a purchase order is generated from a sales order, this flag determines if you can edit the purchase order while in Sales Order Entry, or if you have to go to Purchase Order Entry to edit the P/O:
Y - The purchase order is automatically generated from Sales Order Entry without the option to edit it. You can go into Purchase Order Entry to edit the order.
N - You can edit the purchase order while still in Sales Order Entry, before generating a P/O.
Your user ID must have Enter P/O from S/O set to Y in the User Identification Maintenance Additional Information screen to be able to generate a purchase order from a sales order.
System Control > Maintenance > Option Parameters > Purchasing Parameters 14

15. Automate P/O Generation from SOE
Summit 2010: Transforming Operational Excellence
Automate P/O Generation from SOE
If a purchase order is generated from a sales order, this flag determines if you can edit the purchase order while in Sales Order Entry, or if you have to go to Purchase Order Entry to edit the P/O:
Y - The purchase order is automatically generated from Sales Order Entry without the option to edit it. You can go into Purchase Order Entry to edit the order.
N - You can edit the purchase order while still in Sales Order Entry, before generating a P/O.
Your user ID must have Enter P/O from S/O set to Y in the User Identification Maintenance Additional Information screen to be able to generate a purchase order from a sales order.
System Control > Maintenance > Option Parameters > Purchasing Parameters 15

16. Automate Transfer Generation
Summit 2010: Transforming Operational Excellence
Automate Transfer Generation
Determines if a transfer is automatically generated for a backorder on a sales order or work order:
Y - After you choose to generate the transfer and enter the warehouse number, the transfer is generated and you cannot edit it.
N - After you choose to generate the transfer and enter the warehouse number, you are brought into the transfer to edit (if necessary) and complete it.
If a product on a sales order is backordered, you can automatically generate a transfer if:
Enter T/R From S/O in your user ID Additional Information screen is set to Y.
Auto Transfer Generation in the Inventory Add. Parameters screen is set to Y or W.
At least one line item has a supply code (Sc) of T or R. Sc is automatically set to T for non-stock products with a Replenishment Path of T. For stock products, you must manually set Sc to T or R.
Refer to “Linking a Backorder to a Transfer” in the Order Processing documentation for more information.
System Control > Maintenance > Option Parameters > Purchasing Parameters 16

17. Summit 2010: Transforming Operational Excellence
Prompt in P/O Entry
The number of the field that the cursor moves to in the P/O Detail Information screen after you enter the quantity:
1 - Qty-B/O.
2 - Del-Date.
3 - Promised.
4 - Gross.
5 - Disc%.
6 - Net Cost.
7 - Vendor Product#.
Blank - Goes to the Accept field to allow you to determine whether on not you want to change any of the remaining fields.
System Control > Maintenance > Option Parameters > Purchasing Parameters 17

18. Summit 2010: Transforming Operational Excellence
Prompt in P/O Entry
The number of the field that the cursor moves to in the P/O Detail Information screen after you enter the quantity:
1 - Qty-B/O.
2 - Del-Date.
3 - Promised.
4 - Gross.
5 - Disc%.
6 - Net Cost.
7 - Vendor Product#.
Blank - Goes to the Accept field to allow you to determine whether on not you want to change any of the remaining fields.
System Control > Maintenance > Option Parameters > Purchasing Parameters 18

19. Def Link Delivery Date Meth
Summit 2010: Transforming Operational Excellence
Def Link Delivery Date Meth
Determines the delivery date for the line item when a sales order is linked to a purchase order:
P - Use the pick ticket date as the default delivery date.
R - Use the required date as the default delivery date.
A - Use the number of lead time days as the default delivery date.
This feature does not include direct ship purchase orders with a D supply code. In this case, the purchase order delivery date is always used.
System Control > Maintenance > Option Parameters > Purchasing Parameters 19

20. Inventory System Options

21. Additional Option Parameters > F5 Addit Info
Summit 2010: Transforming Operational Excellence
Inventory Balancing Control Flag
This option disallows certain activities that can get linked inventory out of balance.
Disallows procedures that can cause linked inventory to get out of balance. If this flag is set to Y, the following restrictions apply:
You cannot enter asterisk (*) part numbers in Vendor Claim Entry without a warranty tag.
You cannot link a purchase order to sales orders, work orders, or transfers if there is a pick quantity.
When you link a sales order to a purchase order, the quantity of an item on the sales orders must equal the quantity of the item on the purchase order.
You cannot receive a quantity of a linked item that is greater than the quantity on the purchase order.
You cannot enter asterisk (*) part numbers on a credit memo to return to stock. They must go into warranty, damaged, or scrapped inventory.
You cannot change the open quantity of a linked item on a sales order, work order, or transfer.
You cannot change the pick quantity for asterisk (*) items on a sales order, work order, or transfer.
You cannot increase the pick quantity of a linked stock item on a sales order (decrease only).
The ship quantity must equal the pick quantity for asterisk (*) part numbers in Release Confirmation Entry.
You cannot increase the quantity of linked stock items in release confirmation entry or Transfer Shipments Entry.
If an asterisk (*) part number is received, you cannot delete the item on the sales order until you enter a negative cash receipt.
Additional Option Parameters > F5 Addit Info 21

22. Transfer Creation Method/SOE – New in Version 22
Summit 2010: Transforming Operational Excellence
Transfer Creation Method/SOE – New in Version 22
"A" or null will add to existing transfer when linking from SOE. "N" will create
a new transfer for each order. (F3)
System Control > Maintenance > Option Parameters > Inventory Parameters > F5 Add Info 22

23. Allocate By Age, Auto Allocate, Auto Unallocate, Allocation Method
Summit 2010: Transforming Operational Excellence
Allocate By Age, Auto Allocate, Auto Unallocate, Allocation Method
Alloc By Age
Indicates if you want to fill backorders by order date:
Y - Allocate received material to the oldest sales orders, transfers, and work orders first, if all backorders cannot be filled.
N - Do not fill backorders if all orders cannot be filled. A report prints and you must allocate backorders manually. Refer to ”Allocating Inventory Manually” in the Inventory Manual.
Auto Allocate
Determines if inventory is automatically allocated:
Y - Inventory automatically allocates when the on-hand quantity is increased (e.g., stock receipts, stock transfer receipts, work orders, and inventory adjustments). You must still run the Allocation Procedure for increases in stock due to credit memos or consignment returns.
N - Inventory does not automatically allocate. You must allocate backorders manually.
Auto Unallocate
Determines if inventory remains allocated when the available quantity of a product decreases:
Y - Inventory automatically un-allocates from committed documents when the available quantity falls below the committed quantity due to an inventory adjustment or a cycle count entry. Line items do not automatically unallocate if they meet the following criteria: - Sales orders with linked items, a supply code, a released pick ticket, or if the order type is 04, 05, 06, 08, 09, or Work orders with linked items, a supply code, or if the work order has an order status other than Entered. - Transfers with a linked item, a supply code, or a released pick ticket.
N - Inventory remains allocated when the on-hand quantity is decreased.
Allocation Method
If Allocate By Age is set to Y, choose one of following methods to allocate received inventory:
R - Order date with priorities. Allocates from oldest to newest required date using the following priorities: - Sales orders. - Work orders. - Transfers.
D - Order date only. Allocates from the oldest to the newest order date, regardless of document type.
O - Order date with priorities. Allocates from oldest to newest order date using the following priorities: - Sales orders. - Work orders. - Transfers.
Q - Required date only. Allocates from oldest to newest required date, regardless of document type.
System Control > Maintenance > Option Parameters > Inventory Parameters 23

24. Suppress Allocation Rpt
Summit 2010: Transforming Operational Excellence
Suppress Allocation Rpt
Indicates if you want the ”Inventory Available for Backorders Report” (Inventory module) to print after the inventory is allocated:
Y - Do not print the report.
N - Print the report.
System Control > Maintenance > Option Parameters > Inventory Parameters 24

25. Multiple Bin Locations, Validate Bin Locations
Summit 2010: Transforming Operational Excellence
Multiple Bin Locations, Validate Bin Locations
Determines if inventory is tracked in multiple bins:
Y - Items can exist in multiple bins. The system then tracks the quantity on-hand in each bin. This setting automatically sets Validate Bin Locations to Y.
N - Inventory is not tracked by bin.
M - The primary bin is updated when inventory is received. You have to manually move inventory into secondary bins.
You can override this flag at the warehouse level.
Validate Bin Locations
Indicates if a bin must be created in Bin Location Maintenance to be entered in Product Warehouse Maintenance:
Y - Requires that a bin be created before it can be referenced. This flag is automatically set to Y if Multiple Bin Locations is set to Y.
N - Any bin number can be used.
System Control > Maintenance > Option Parameters > Inventory Parameters 25

26. Summit 2010: Transforming Operational Excellence
Prod. Lookup Warning
The number of products that can be retrieved by the product keyword search before you are given a warning message. For example, if you enter 50 for Prod Lookup Warning, and you enter a product keyword that can possibly apply to 60 products, a message appears to warn you that the lookup exceeds 50 records. You can then stop the lookup and enter more specific keywords to narrow your search.
System Control > Maintenance > Option Parameters > Inventory Parameters 26

27. Summit 2010: Transforming Operational Excellence
Auto Recalc Prices
Determines if prices and costs are updated in Product Maintenance and Product Warehouse Maintenance when you save the screen:
Y - Prices and costs are recalculated when you press F2-Save.
N - You must use F5-Recompute to recalculate the prices and costs.
System Control > Maintenance > Option Parameters > Inventory Parameters 27

28. Summit 2010: Transforming Operational Excellence
Auto Recalc Prices
Determines if prices and costs are updated in Product Maintenance and Product Warehouse Maintenance when you save the screen:
Y - Prices and costs are recalculated when you press F2-Save.
N - You must use F5-Recompute to recalculate the prices and costs.
System Control > Maintenance > Option Parameters > Inventory Parameters 28

29. Summit 2010: Transforming Operational Excellence
Auto Recalc Prices
Determines if prices and costs are updated in Product Maintenance and Product Warehouse Maintenance when you save the screen:
Y - Prices and costs are recalculated when you press F2-Save.
N - You must use F5-Recompute to recalculate the prices and costs.
System Control > Maintenance > Option Parameters > Inventory Parameters 29

30. Summit 2010: Transforming Operational Excellence
Disp Save Prev Pricing
Determines if you want to save old prices when you change a price for a product:
Y - Displays a message to allow you to save the previous price.
N - Does not display the message or update previous prices.
U - Automatically saves previous prices, but does not display a message.
System Control > Maintenance > Option Parameters > Inventory Parameters 30

31. Summit 2010: Transforming Operational Excellence
Copy Whse In Prod Copy
Determines if only the product header is copied or if the new product is copied into all warehouses that stock the original product:
Y - The new product is created in all warehouses that stock the original product.
N - The new product is only created in Product Maintenance but not for any warehouses. You can manually add the product to each warehouse in Product Warehouse Maintenance.
System Control > Maintenance > Option Parameters > Inventory Parameters 31

32. Summit 2010: Transforming Operational Excellence
Copy Whse In Prod Copy
Determines if only the product header is copied or if the new product is copied into all warehouses that stock the original product:
Y - The new product is created in all warehouses that stock the original product.
N - The new product is only created in Product Maintenance but not for any warehouses. You can manually add the product to each warehouse in Product Warehouse Maintenance.
System Control > Maintenance > Option Parameters > Inventory Parameters 32

33. Summit 2010: Transforming Operational Excellence
Copy Whse In Prod Copy
Determines if only the product header is copied or if the new product is copied into all warehouses that stock the original product:
Y - The new product is created in all warehouses that stock the original product.
N - The new product is only created in Product Maintenance but not for any warehouses. You can manually add the product to each warehouse in Product Warehouse Maintenance.
System Control > Maintenance > Option Parameters > Inventory Parameters 33

34. Two Step Transfer Process
Summit 2010: Transforming Operational Excellence
Two Step Transfer Process
Determines if inventory at the receiving branch is updated when the transfer is shipped in Transfer Shipments Entry:
Y - Use the 2-step transfer process to eliminate the need to receive the transfer. The 2-step transfer reduces the time required to complete a transfer. However, shipping errors may not be caught. You must use Inventory Adjustment Entry to correct any errors.
N - Use use the regular 3-step transfer process (enter, ship, and receive).
System Control > Maintenance > Option Parameters > Inventory Add. Parameters 34

35. Auto. Transfer Generation
Summit 2010: Transforming Operational Excellence
Auto. Transfer Generation
Determines if you can automatically generate a transfer in Sales Order Entry or Work Order Entry:
Y - Prompt to generate a transfer.
W - Automatically generate a transfer without prompting first.
N - Do not automatically generate transfers.
This flag only applies to items with a Supply Code of T (transfer) or R (emergency transfer), or replenishment method of T.
Your user ID must have Enter T/R from S/O in the User Identification Maintenance Additional Information screen to be able to automatically generate transfers.
System Control > Maintenance > Option Parameters > Inventory Add. Parameters 35

36. Summit 2010: Transforming Operational Excellence
Weight Required
Enter Y if weight is to be required for all line items during the Stock Receipt Entry process. User is prompted for weight on any product that does not have a weight established in the product header record.
System Control > Maintenance > Option Parameters > Inventory Add. Parameters 36

37. Summit 2010: Transforming Operational Excellence
Availability Flag
Determines if the availability in the Product Tagging Entry screen is based on the current warehouse or for all warehouses combined:
W - Display availability and on-order quantities for the selected shipping warehouse.
C - Display availability and on-order quantities for all warehouses.
System Control > Maintenance > Option Parameters > Inventory Add. Parameters 37

38. Summit 2010: Transforming Operational Excellence
Availability Flag
Determines if the availability in the Product Tagging Entry screen is based on the current warehouse or for all warehouses combined:
W - Display availability and on-order quantities for the selected shipping warehouse.
C - Display availability and on-order quantities for all warehouses.
System Control > Maintenance > Option Parameters > Inventory Add. Parameters 38

39. Q&A

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