SD-H Inventory Defaults
Field Explanations - Setup Tab
Default Inventory Location
Even if you have a single inventory Location (plant or warehouse), the Location must have a name defined in IN-L-B.
Average, FIFO, LIFO or Standard Costing? [A,F,L,S]
This setting determines the method that will be used to calculate the inventory Average Cost field whenever inventory is increased with a purchase receipt or adjustment, and it determines the cost that will be used whenever inventory is issued or sold. For a weighted, running average, enter an A. For first-in-first-out (FIFO) costing, enter an** F**. For last-in-first-out costing (LIFO), enter an L. Standard (S) costing will process all transactions at Standard Cost and post variance to the accounts specified in AD-A. Consult with your accountant as to which method is best for your company. Once you have begun entering information, you can not change the method here but must instead use IN-L-I.
Allow Access to Std Cost in IN-B
If this is set to N, then the IN-B screen no longer has access to update the standard cost.
Multi Company Transfer Co.
If you would like to transfer inventory from one company to another using IN-L-R, you need to specify the company code to be used as the intermediate In Transit company. The designation includes the B plus the company code.
Enable UPC Numbers
If the UPC add-on is installed, enter Y and then enter the next available UPC number to be assigned
Warranty Designation by Item
If this is set to Y, then when a Serialized items is saved in IN-B, a prompt will appear to enter the number of days for standard and extended warranty. Once this has been entered, then when saving a Sales Order with serialized items on it, you are prompted whether the standard or extended warranty applies and the invoice posting will save the warranty expiration date to the SERIAL file for the shipped items.
Enable Del/Make Obsolete in IN-L-O
If this is Y then IN-L-O can make items Obsolete or Delete them based on parameters specified.
IN-B Use Tools Lookup and Validation as Setup in RO-E
IN-K Allow edit to Transaction Date
If this is Y then IN-K will have an option to edit the date of the transaction.
INC/INK Allow 0 Quantity Adjustments
If this set to Y then a 0 quantity adjustment can be made to document that the item was counted and the count was correct. The Last Count Date in the item master will also be updated by the 0 quantity transaction
IN-A Classic view replace customer with User Defined
If this set to Y the Customer field is replaced by the User Defined field
IN-C/INK Prevent Taking Inventory Negative
If this is set to Y then adjustments that take on hand stock negative are not allowed
IN-P/IN-A Use Calendar/Fiscal Year for Usage Calc (C/F)
If this is set to C or blank the Usage calculation will use a calendar year. If set to F it will use the Fiscal Year
IN-C Standard Cost always checked on
If this is set to Y the adjustments into stock will use Standard Cost
IN-B Limited Access Enable Add/Edit/Delete Notes (AED)
Enter any combination of up to 3 letters. A to allow adding new notes, E to allow editing existing notes and D to allow deleting notes
IN-A Enable Add/Edit/Delete Notes (AED)
Enter any combination of up to 3 letters. A to allow adding new notes, E to allow editing existing notes and D to allow deleting notes
Field Explanations - Processing Tab
Prevent Item Creation from SO-A
If this is Blank or Y then SO-A will be unable to automatically chain to IN-B to create a new item number. If it is N then SO-A can create new Item Numbers.
Prevent Item Creation from SO-P-A
If this is Blank or Y then SO-P-A will be unable to automatically chain to IN-B to create a new item number. If it is N then SO-P-A can create new Item Numbers.
Prevent Item Creation from PO-A
If this is Y then PO-A will be unable to automatically chain to IN-B to create a new item number. If it is blank or N then SO-A can create new Item Numbers.
Prevent Item Creation from WO-A
If this is Blank or Y then WO-A will be unable to automatically chain to IN-B to create a new item number. If it is N then WO-A can create new Item Numbers.
Prevent Item Creation from ES-A
If this is Y then ES-A will be unable to automatically chain to IN-B to create a new item number. If it is blank or N then ES-A can create new Item Numbers.
Prevent Item Creation from BM-A
If this is Y then BM-A will be unable to automatically chain to IN-B to create a new component item number. If it is blank or N then BM-A can create new Item Numbers.
Prevent Item Creation from PI-C
If this is Y then PI-C will be unable to automatically chain to IN-B to create a new item number which means tag counts for new items can not be entered. If it is blank or N then PI-C can create new Item Numbers.
Use long weight in calculations (Y/N)
Indicate whether the weight calculations should use the existing weight field (9999.999999) or the new expanded field 999,999,999.999999
Use ECO for Drawing and Revision (Y/N)
If this is Y, then the Drawing field in IN-B will give access to a list of Drawings and revisions and effective date documenting the history of changes to the item. SO-A, PO-A , and WO-A will allow entry of Revision information to track the version of an item when made, bought and sold, and to enable the purchase or production of a prior revision as needed.
Use ITP Numbers for Work Orders (Y/N)
Indicate whether or not you want to require entry of an ITP (Inspection & Test Procedure) field in WO-A
Allow Entry of Base Price in IN-B?
Indicate whether Base price and be entered or edited in IN-B
Control Category Code (Y/N/R/A)
Indicate whether the Inventory Category field in IN-B is a controlled field, meaning that only values entered in SM-P-A will be allowed. Y means only allow entries from the list; N means do not control. R means a value is required (can not be left blank) and A means a new entry to the control list can be added on the fly.
Control User Defined (Y/N/R/A)
Indicate whether the User Defined field in IN-B is a controlled field, meaning that only values entered in SM-P-B will be allowed. Y means only allow entries from the list; N means do not control. R means a value is required (can not be left blank) and A means a new entry to the control list can be added on the fly.
Chk Item Type in Std Cost Rollup?
If this is Y, then if a part is type A and has a BOM but then due to schedule or capacity issues you decide to change to type R and purchase it, the standard cost rollup will ignore the BOM components. Similarly, if it changes back to A, then the rollup will ignore the manually entered “This Level Material” cost.
Use Inventory Master for Tools?
If this is Y, then the entry of a new sequence in RO-A will use the inventory master file for the tool lookup. If the item selected is not in the TOOL file, it will then be automatically added as a tool so usage can be tracked.
Allow Add Lot/Serial Control with UOH? (Y/N/A)
If this is N then a part can not be changed to require Lot or Serial control if there is on-hand inventory. If it is A then you will get a warning asking if you really want to make the change since there is on-hand stock. Blank or N will not check for on-hand stock.
IN-B/SO-Q-A Disable Base Price passdown to subsidiary Co?
If this Y then changes to base price in a poaarent company will not pass down to subsidiary companies.
IN-A Disable Rebuild Stock Status?
If this is set to Y then IN-A will not recalculate stock status from order detail
IN-C Control Access to COGS GL Account?
If this is set to Y then adjustments entered in IN-C can be directed to a different expense account than COGS per the item class.
INA,BMA,SOA,POA,WOA Disp Dialog Box for Act Status N
If this is set to Y then if an item has Active Status N the listed programs will warn when the item is entered that it is an inactive item
IN-B/NCR Quality Location
If this is populated then changing an item Status to P, Q or S in IN-B will transfer stock to this location
IN-B Prevent inventory transfer when status change to P/S
If this is set to Y then Active Status change to P or S will not transfer stock to the Quality Location
INA Include MRP Data when Viewing Forecast Data
If this is set to Y then MRP requirements derived from Planned Work Orders and Scheduled Work Orders will be included in the Forecast quantity.
INB, QC Good Buyoff Counter to Reset to QC
If this is set to a number other than 0 then when an item flagged to receive to QC has that number of consecutive good receipts the flag is reset to N
INB, C of C Required default for New items
If this is Y then the default for C of C required when entering new items will set to Y
INB, Update BOM, Routing when saving an item (BRA)
If this is set to B then IN-B will call BM-A. If it is set to R then it will call RO-A and B will call both.
INB, Auto Link Item Link #1 to Current ECO
If this is Y then the primary link to the item will also be saved as a link to the current ECO
INB, Default Compliance Settings to N for new items New items
If this is Y then Compliance settings will be set to N unless otherwise entered rather than left blank.