System Manager > System Defaults > SD-H Inventory Defaults

SD-H Inventory Defaults

Field Explanations - Setup Tab

Default Inventory Location

Even if you have a single inventory Location (plant or warehouse), it is good practice to give your Location a name.

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 General Ledger Defaults. 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 Change Costing Method.

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 Intercompany Inventory Transfer, 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 (Evo-ERP only)

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 Inactive Items Utility can make items Obsolete or Delete them based on parameters specified.

IN-B Use Tools Lookup and Validation as Setup in RO-E

If this is set to Y then a Tool can be assigned to an item in IN-B Enter Inventory using validation from teh list of tools entered in RO-E Enter Tools

IN-K Allow edit to Transaction Date

If this is set to Y then the date field on the screen in IN-K Adjust Physical Levels will be editable allowing the transaction date to be changed

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 int he 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 Calenday/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

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 Enter Inventory will give access to a list of Drawings and revisions and effective date documenting the history of changes to the item. SO-A Enter Sales Orders, PO-A Enter Purchase Orders , and WO-A Enter Work Orders 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 Enter Work Orders

Allow Entry of Base Price in IN-B?

Indicate whether Base price and be entered or edited in IN-B Enter Inventory

Control Category Code (Y/N/R/A)

Indicate whether the Inventory Category field in IN-B Enter Inventory is a controlled field, meaning that only values entered in SM-P Enter Categories 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 Enter Inventory is a controlled field, meaning that only values entered in SM-Q Enter User Defined 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 Enter Routings 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 location is specified then when the Active Status of an item is changed to P, Q or S in IN-B Enter Inventory or if an NCR is generated in QC-F-A Enter NCR and Segregate Inventory is selected, any on hand stock will be transferred to this Location and, if a Note type QCH has been defined in SM-N-A Enter Note Types the Notes screen will open to enter a note defining why the item has been placed on Quality Hold

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