Set Inventory Control Options

Field Name

Type / Max Length

Action / Description

Method for auto-obligation

Required
1 alphanumeric

Select the code for the method programs use to select inventory:

This option is used by these programs for automatic obligation of items or components:

Allow stocking of phantoms?

Optional

Select if you want to track inventory quantities of phantom items or leave blank if you do not.

If you select this option, you will be able to:

If you select and enter a manufacturing order for a phantom, the program prompts This is a bypass item; continue? Click Yes to enter the order or No to change the item. If you do not select, the Manufacturing Order Maintenance (MIM) program displays the message Cannot enter manufacturing order for a bypass item.

Note
Click Mfg branch to set this option for your  manufacturing branch.

Inventory interfaced to GL?

Optional

Select to have the system post inventory transactions to the general ledger at standard unit cost or leave blank to manually post actual or average unit cost.

If you select the option, you should set up default accounts and/or posting criteria for inventory postings in the Posting Criteria Maintenance (XPC) program.

Various programs will update GL when transactions affect inventory. These updates result in accurate inventory account balances at all times.

If you leave the option blank, you can manually post inventory transactions at month or year end based on reports that register programs print. This method takes more time but results in fewer GL transactions for inventory accounts.

See Overview: Interfacing Inventory to GL.

Update actual and average costs?

Optional

Select if you want the system to update the actual cost of items or leave blank if you do not. When the system updates actual cost, it also calculates a new average cost.

If you select, the system uses the PO cost to update the actual cost of purchased items when you receive them with the Receiver Maintenance (IRC) and/or the Receiving and Inspection (IRI) programs. If you selected the AP interfaced to purchasing? system option, the AP Invoice Register in the AP Invoice Entry (NE) program updates the actual cost when the invoice cost differs from the PO cost.

If you select, the system updates the actual cost of manufactured items when you run the Manufacturing Order Close (MJC) program.

If you leave blank, the system does not update actual and average item costs. You can use the Item Cost Maintenance (ICM) program to update them manually.

If you leave blank and are using the actual cost method for landed costs, the AP Invoice Register does update item costs to include actual landed costs.

Disable branch transfer firewall?

Optional

Select to create a transfer or leave blank to create a transfer requisition when an order entry operator uses manual obligation or clicks Obligate and then selects items from another branch.

If you select the option, the system releases a branch transfer.

If you leave the option blank, the system creates a transfer requisition. You have to use the Requisition Maintenance (IRM) program to release the requisition and create the transfer.

The firewall is between the program that creates requisitions and the program that releases orders.

Note
Click Mfg branch or Branch settings to set this option for your branch.

Dflt xfer receiving loc from shipment?

Optional

Select if you want the location to default from the sending branch when a transfer is received. Leave blank if you want the default location to be the item's primary warehouse and bin.

Note
Click Mfg branch or Branch settings to set this option for your branch.

Upd item's act/avg cost with xfer costs?

Conditional/Optional

Select if you want to re-calculate an item's average and actual cost when you receive a branch transfer or leave blank if you do not.

If you selected the Apply addl costs with branch transfers? option, landed costs applies a transferred item are included in its average and actual costs.

If you leave blank, you can post associated costs to GL but not include them in the item's actual and average cost.

Manage negative inventory

Required
1 alphanumeric

Select how you want to handle negative availability:

If you want to control inventory tightly, select N. When you process a sales order, the quantity of items obligated for that order cannot exceed the quantity available (On hand - Obligated). If you do not have the item in inventory, you cannot ship it.

Likewise for a manufacturing order, the quantity of the components obligated to build the parent item cannot exceed the quantity available. You cannot have negative inventory.

If you expect to ship items to customers before you have processed them through the Receiver Maintenance (IRC) and/or Receiving and Inspection (IRI) programs, you should select Y. Use this option when the items are physically available to ship (for example, manufacturing built them last night), but the system does not yet know that they exist. Similarly for manufacturing orders, if you make components that you then assemble or build into the parent item before you have received them into stock, select Y.

If you select Y and A for the Obligation method Program option in the Sales Order Maintenance (OE) program, the system can obligate a quantity that you do not have available.

If you select Y and a warehouse/bin controlled item has a negative, the system uses the Primary whse and Primary bin loc assigned to the item in the Branch Item Maintenance (IMB) program or the first previously assigned warehouse/bin location. If neither exist, the system uses warehouse WH and bin location BINLOCTN. For a lot controlled item, the system uses Lot control if no lot exists for the item.

If you set up substitute items in the Item Substitution Maintenance (ISM) program, this option must be set to N, B, or C.

Calc available using obligated/committed

Required
1 alphanumeric

Select how you want the system to calculate "available" inventory:

Copy branch record during item copy?

Optional

Select to copy an item's branch record when you copy an item in the Enterprise Item Maintenance (IM) program or leave blank not to copy the branch record.

If you select this option, the program creates a record in the Branch Item Maintenance (IMB) program and copies data from the manufacturing branch record for your login branch. This is the branch in the Mfg branch field in the Branch Maintenance (TBM) program for the branch in the Default branch field in the User Maintenance (UIM) program for your user ID.

Data in these fields are not copied into the new branch record:

Current RRL
Current ECL
Planning period
Commission class

These fields in the new branch record are blank:

Auto planning?
Excl past due?
Excl from plan?
Update in MFU?

These fields are set to 0 in the new branch record:

Item status (Active)
Mfg LT
Order prep LT
Intransit LT
Put-away LT
Accum LT
Safety stock
Min order qty
Lot size
Max plan period
Ext fcst by mo
Spread forecast
Accum demand
New forecast
Qty reserved
Qty short
Scrap %
Trip signal
MAD

Copy forecast/plng fields during copy?

Conditional/Optional

If you selected Copy branch record during item copy?, select this option to copy forecast and planning fields or leave blank to set these fields to zero or blank for the new item.

If you select this option, the program copies the data in all fields except these:

Current RRL
Current ECL
Commission class

These fields are set to 0 in the new branch record:

Item status (Active)
Accum demand
Qty reserved
Qty short

Copy item costs in enterprise item copy?

Conditional/Optional

If you selected Copy branch record during item copy?, select this option to also copy item cost data or leave blank to create a cost record and set the costs to zero when copying an item in Enterprise Item Maintenance (IM). If you select this option, the program copies the data in all fields, except Average cost and Actual cost, which are set to 0 (zero) for any branch that is designated to include costs in the copy (i.e., Upd costs in branch copy? in Branch Maintenance is selected).

Copy item costs in branch item copy?

Optional

Select this option to copy item costs when copying an item from one branch to another in Branch Item Maintenance (IMB) or Branch Item Copy (ICOPY). If you do not select this option, item information is copied to the new branch but the cost fields are set to zero. The costs are only updated for branches so designated (i.e., those with Upd costs in branch copy? in Branch Maintenance selected).

Create immediate supply order

Required
1 alphanumeric

Select whether you want to create manufacturing supply for selected items (non-configured, make-to-order) without regard to the availability of the item:

The Item code for immediate supply option determines the items for which the system creates orders.

If the Disable mfg order firewall? (Manufacturing Options) is selected, the system creates a manufacturing order. If it is not selected, the system creates a manufacturing requisition.

Item code for immediate supply

Conditional
1 alphanumeric

If you selected I or Y for the Create immediate supply order option, enter the item code for which you want the system to create a manufacturing order or requisition.

Enter * (an asterisk) to create immediate supply for ALL item codes for items you make.

Use the Enterprise Item Maintenance (IM) program to set the Item code field.

Copy new costs to branches in cost roll?

Optional

Select if you want the Standard Cost Rollup (MCR) program to copy costs rolled up at your manufacturing branch to all branches within your inventory group that are selected to include cost updates in a cost roll or leave blank if you do not. Each branch to be updated with the new cost must have Upd costs in cost roll? selected in Branch Maintenance.

If you select this option, the Item Cost Maintenance (ICM) and Item Cost Inquiry (ICQ) programs display the copied costs for the branches.

Copy rolled up costs in detail or summary

Conditional
1 alphanumeric

If you selected the Copy new costs to branches in cost roll? option, select how you want these costs to be copied from your manufacturing branch to all branches in your inventory group.

Select S to add the copied cost to the item's material cost or select D to copy all costs (material, labor, overhead, and service).

Suppose that an item in your manufacturing branch has these standard costs before and after a cost rollup:

After rollup these costs will be copied to non-manufacturing branches in your inventory group if you select S or D:

Grace period for transfer req release

Conditional/Optional
4 numeric

If you selected Disable branch transfer firewall?, enter a number of calendar days to use as a grace period for creating a transfer.

For example, suppose that you enter a sales order for an item that you make or stock at another branch and your grace period is 30 days. If the order's Expected ship date is more than 30 days in the future, the system creates a transfer requisition. If the order's Expected ship date is less than 30 days in the future, the system creates a branch transfer.

Note
Click Mfg branch or Branch settings to set this option for your branch.

Default warehouse for LWM transactions

Optional
2 alphanumeric

Enter the warehouse where you want to move a Bulk Movement Inventory (BMI) item to be consumed. The operator can override the warehouse that you enter.

Note
Click Mfg branch or Branch settings to set this option for your branch.

Default bin location for LWM transaction

Optional
8 alphanumeric

Enter the bin location where you want to move a Bulk Movement Inventory (BMI) item to be consumed. The operator can override the bin that you enter.

Note
Click Mfg branch or Branch settings to set this option for your branch.

Default adj code for ALWM transactions

Conditional
8 alphanumeric

If you are using the Automated Location Warehouse Movement feature, select the adjustment code to use for these transactions.

This option is required by the Material Issues and Adjustments (IMI) program. The code prints on the Inventory Adjustment Register.

You can set up an ALWM code in the Inventory Adjustment Codes Maintenance (TIAC) program and select it for this option.

Create shipment for demand transfer?

Optional

For future use

Disable intra-branch transfers?

Optional

For future use

Field Name

Type / Max Length

Action / Description

Validate Kanban refill to mfg order?

Optional

For future use

Fill Kanban request at creation?

Optional

For future use

Process Kanban in one-step?

Optional

For future use

Validate bin exists for Kanban refill?

Optional

Select if you want to receive validation that a bin exists for a Kanban refill or leave blank if you do not.

Receiving method for transfers

Required
1 alphanumeric

Select S for stock immediately (direct-to-stock receiving) or select D for dock-to-stock receiving of inter-branch transfers. This option does not apply to intra-branch transfers.

If you select S, you run the Receiver Maintenance (IRC) program to receive items directly into inventory. You run the Receiving and Inspection (IRI) program only if inspection is required.

If you select D, you run Receiver Maintenance (IRC) to receive into your branch and Receiving and Inspection (IRI) to receive into your stockroom.

Caution
You can change your receiving method from S to D in this program. However, if you want to change from D to S, you must use the Receiving Method Conversion (XUI) program.

Note
Click Mfg branch or Branch settings to set this option for your manufacturing or login branch.

Use barcode scanning during IBT request?

Optional

For future use

Use barcode scanning during IBT issue?

Optional

For future use

Use barcode scanning during IBT receipt?

Optional

For future use

IBT barcoded label name

Optional
10 alphanumeric

For future use

Auto-pick for consignment items?

Optional

Select if you want to move consignment inventory to on hand based on the picking process or leave blank to force the transfer of stock from consignment to on hand using the Move Consigned Inventory (IVM) program.

Activate UPC validation?

Optional

Select if you want to activate UPC (Universal/Uniform Product Code) or GTIN (Global Trade Item Number) validation for items in the Enterprise Item Maintenance (IM) program or leave blank if you do not.

Use the UPC Codes (TUPCM) program to set up codes.

MRB tag label

Optional

Select the label code you want to use for printing MRB tags.

Use Label Program Maintenance (TDLM) to set up label codes.

MRB tag device

Optional

Select the device that you want to use for printing MRB tags to affix to rejected materials.

If the field is left blank, the program uses the operator's terminal device.

Field label for 'size'

Optional
15 alphanumeric

Enter the label you want to use for the 'size' field (displayed in Enterprise Item Maintenance/Inquiry) or leave blank for the default label (Size).

Use Item 'size' Codes Maintenance to define enter the table of codes and descriptions.

Field label for 'material'

Optional
15 alphanumeric

Enter the label you want to use for the 'materal' field (displayed in Enterprise Item Maintenance/Inquiry) or leave blank for the default label (Material).

Use Item 'material' Codes Maintenance to enter the table of codes and descriptions.

Field label for 'style'

Optional
15 alphanumeric

Enter the label you want to use for the 'style' field (displayed in Enterprise Item Maintenance/Inquiry) or leave blank for the default label (Style).

Use Item 'style' Codes Maintenance to enter the table of codes and descriptions.

Field label for 'color'

Optional
15 alphanumeric

Enter the label you want to use for the 'color' field (displayed in Enterprise Item Maintenance/Inquiry) or leave blank for the default label (Color).

Use Item 'color' Codes Maintenance to enter the table of codes and descriptions.

To

Do This

Change an option

Click on the field and make required changes.

Display additional options

Click Other info.

Exit without changing these options

Click Cancel.

Print these options

Click Print. See Print an Inquiry.

Enter overrides for your manufacturing branch

Click Mfg branch. See Set Inventory Options for your Manufacturing Branch.

Enter overrides for your login branch

Click Branch settings. See Set Inventory Options for your Login Branch.

Accept these options and exit

Click OK.

To

Do This

Display a category of options

Highlight the line and click Select or double-click the line.

Exit the program

Click Exit.