Global Setup

I/M Global Control

 From Elliott Main Menu go to à Util-Setup à Global Setup à  Dist à I/M Global Control

Global Control Setup Screen

This screen controls which features and options you want to use to enhance the functionality of your Inventory Management module.   Rather than default install these items, we let you “Pick and Choose.”

Allow Mass Purging of Items In Range 

Field 1:   This enhancement will allow you to purge a range of item records rather than having to delete them one at a time.  This mass item purge utility will delete item master record(s), inventory location records(s), and multi-bin record(s) based on the cutoff date.  The item record will be deleted if the following conditions exist:  item has no qty on hand, no qty on order, no qty allocated, no back orders, there are no sales or any other activities for this item for the past and current year, and the item’s last access or last sold date was before the cut-off date.

1.       Allow Mass Purging Item In Range?

Answer “Y” if you wish to use this function. 

Figure 3C.2 shows how to Purge in Inventory File Maint.

In the above example the pop up window displays the conditions for purging items.  Any items that were accessed on 12/31/97 or earlier will be deleted.  If the item’s last access date was 01/01/98, then this item will not be deleted.

Default Physical Count To Auto Entry Mode 

Field 2.  

How Many Days To Keep Newly Received Items

 Field 3.   Determines how long an item’s receiving is reflected in the Available To Promise (ATP) Inquiry and Report.  

Item Generic Search With Quantity Available

 Field 4.   With this enhancement the user has the capability of when searching for an item the quantity-available is displayed.  This quantity available is taken from the item file.  It does not take into consideration the quantity on order from a vendor or customer, and quantity in production.  This enhancement can be accessed wherever generic item search can be accessed.

Please note:  Qty-Avail  =  Item-Qty-OH  -  Item-Qty-Alloc.

The Item file is the only place from which quantity-available is obtained; as a result, if you are using multiple warehouses, the quantity in other locations will not show up. If you find this misleading, you may want to turn off this feature. For single warehouse users, you should not have any problems and find this enhancement very useful.

Item Generic Search With 2 Description Line 

Field 5.            This function allows you to see 2 description lines in the Item Search Window.  

Answer “Y” if you wish to use this function.

Must Mat Cost Type/Loc Acct Exist For Transfer 

Field 6:    This is a control feature that ensures proper Inventory Asset Account Balances when transferring inventory from location to location.  If this flag is set “N” the posting will be to the default Asset Account setup in I/M Setup.         

I/M User Defined Code Literal

 The I/M User defined Code is used in conjunction with the Bill of Lading program.  Please refer to the Bill of Lading documentation in the COP manual.  The literal you enter here replaces the default description of “User Def Code” in field 4 of the Inventory Master Item file, (Base Data screen 1). 

Auto Create Inventory Location Control Record 

Field 8. For every item you want to stock at another location, it must be defined in the Location control file. Depending on the processing step, this function allows you to it automatically by:

1.               When adding a new item, it gives you the option via a screen prompt to automatically create Inventory Location Records, (Location Control File), for all locations, (Location File).

2.                When adding, receiving, or transferring item(s) not defined in the Location Control file, the will system will prompt you with “Item Not stocked At This Location.  Do You Wish To Add?”  This is gives the user the ability to create a new location control record on the fly.

Answer “Y” if you wish to use this function.

Show Bin Number On Stock Status Inquiry 

Field 9.            This function allows you to view bin number in Stock Status Inquiry.

Answer “Y” if you wish to use this function.

 Stock Status Inquiry w/Bin No. Displayed

I/M Trx Default Receiving Account

The distribution account in Inventory Receiving defaults to the account number you enter here.  This prevents the user from having to do a look up or from entering an incorrect posting account number.  At time of data entry or if in “I/M Processing Change Mode,” users can override the default value.

I/M Trx Default Issuing Account

The distribution account in Inventory Issuing defaults to the account number you enter here.  This prevents the user from having to do a look up or from entering an incorrect posting account number.  At time of data entry or if in “I/M Processing Change Mode,” users can override the default value.