Road Map: Branch Item Maintenance

Use the Branch Item Maintenance (IMB) program to add or change or copy an item to a branch with settings that apply only to that branch. See Background for more information.

Before you run this program each time

You should run these programs:

  • Enterprise Item Maintenance (IM) to set up an item for your enterprise, if it does not already exist.

Before you run this program the first time

You should run these programs:

  • System Options Maintenance (XM) (Inventory Control Options) to set the options Copy branch record during item copy?, Copy forecast/plng fields during copy?, and Copy item costs during item copy?.

  • System Options Maintenance (XM) (Enterprise Options) to set the Transferred notes retain seq numbers? and Transferred note sequence duplication options.

  • System Options Maintenance (XM) (Help and Other Path Options) to set the Base path and Item folder options.

  • System Options Maintenance (XM) (Sales Commission Options) to set the option Commission processing active?

  • Enterprise Item Maintenance (IM) to set up an inventory item for your enterprise. Before you can set up an item for your branch, it must be set up for your enterprise.

  • Item Cost Maintenance (ICM) to create a default record for overhead codes and tax settings.

  • Branch Maintenance (TBM) to set up branches.

  • Vendor Maintenance (VM) to set up vendor records.

  • Product Subclass Maintenance (TSP) to set up product subclasses.

  • Unit of Measure Codes Maintenance (TUM) to set up UOM codes.

  • Buyer / Planner Codes Maintenance (TNM) to set up planner and buyer codes.

  • Receipt Tolerance Codes Maintenance (TRTCM) to set up tolerance levels for over-receipts of manufacturing orders and vendor purchase orders.

  • Item Status Codes (TISM) to set up item status codes.

  • Planning Period Codes Maintenance (MDM) to set up planning periods.

  • Commission Class Maintenance (TCCM) to set up commission classes.

  • Item Price Classes Maintenance (TIPC) to set up price classes.

  • Country Codes Maintenance (TCC) to set up country codes.

  • Shipping Category Maintenance (TBLC) to set up shipping categories.

  • Location Category Maintenance (TLCAT) to set up location categories.

  • Location Type Maintenance (TLOCT) to set up location types.

  • User Fields Maintenance (XMO) to create user-defined fields for this program.

  • Note Transfer Parameters (XCMT) to set default parameters for transferring notes from one program to another.

  • Audit Trail Maintenance (XAT) to activate system logging of entries and changes (Enterprise Inventory Master File [I1AE ]).

After you run this program

You will most likely run these programs:

  • Item Cost Maintenance (ICM) to enter item costs.

  • Branch Item Inquiry (IMBQ) to display an item's settings for a specific branch.

  • Price-Contract Maintenance (PCM) to set up pricing, discount and contract structures for items.

  • Sales Order Maintenance (OE) to enter sales orders, and optionally obligate items and create shipments.

    OR

    One-Step Invoice Entry (RE) to enter an order, obligate items, create a shipment, and confirm the shipment in one step.

    OR

    Order Import (EPI) to import sales orders from an ASCII file AND Quote-to-Order Transfer (EPIB) to transfer offline EDI orders to create online sales orders.

    OR

    EDI/Sales Quote Maintenance (QOE) to enter a sales quotation AND Quote-to-Order Transfer (EPIB) to transfer sales quotes to create online sales orders.

  • PO Maintenance (VOE) to enter purchase orders.

    OR

    Requisition Maintenance (IRM) to enter requisitions for a purchase order.

    OR

    Order Release Selection (MRR) to release purchase orders or requisitions that were created by the planning system.

  • Inventory Status Inquiry (ISQ) to display an item's current on-hand, on-order, intransit, committed, obligated, available, and in consignment quantities, sources of supply, types of demand, quantities of substitute items, or family components.

  • Audit Trails (ATR) to print an audit trail report.