Road Map: Branch Maintenance

Use the Branch Maintenance (TBM) program to add or change and copy branches. See Background for more information.

Before you run this program each time

You should run these programs: None required

Before you run this program the first time

You should run these programs:

  • System Options Maintenance (XM) (Enterprise Options) to set these options: Default label for state field, Default label for postal code field, Sales tax license desc 1, and Sales tax license desc 2.

  • (Optional) System Options Maintenance (XM) Mfg Execution System Interface to activate and set up automated inventory adjustments.

  • (Optional) System Options Maintenance (XM) Warehouse Management System Options to set up interface options.

  • (Optional) Audit Trail Maintenance (XAT) to activate system logging of entries and changes.

  • Country Codes Maintenance (TCC) to define country codes and labels for state and postal codes fields.

  • State Descriptions Maintenance (TSM) to set up state codes.

  • Postal Codes Maintenance (TZM) to set up postal codes.

  • Ship Via Codes Maintenance (TSV) to set up ship via codes.

  • Graphic Image Codes Maintenance (TGC) to set up graphic image codes.

  • UPC Codes (TUPCM) to set up UPC/GTIN code parameters.

  • GL Account Maintenance (GMM) to set up GL organization codes.

  • Special Instructions Maintenance (TSIM) to set up standard special instructions.

  • Output Device Maintenance (XDM) to set up the output devices you plan to use.

  • Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.

After you run this program

You will most likely run these programs:

  • Branch Groups Maintenance (TGM) to set up branch groups.

    Note
    Run this program to add a manufacturing branch to a supply and demand group. Then run the Branch Maintenance program again to select the Supply group and Demand group for the manufacturing branch.

  • Posting Criteria Maintenance (XPC) to set posting criteria and accounts for posting to the general ledger. A/R, AR PAY FEE, BAD DEBT, CASH, CASH DISC, COGS-LABR, COGS-MATL, COGS-OS, COGS-OVHD, COMM ACCRU, COMM EXP, CR ADJ, CURR EXCH, DEPOSIT, DR ADJ, FLOORSTOCK, FREIGHT, IN TRANSIT, INTEREST, INV SCRAP, INVENTORY, INVTY ADJ, INVTY EXP, INVTY VAR, LABOR ADJ, LABOR BURD, LABOR-HOL, LABOR-INDR, LABOR-PREM, LABOR-REWK, LABOR-SICK, LABOR-VAC, LABR BURAJ, LBR EFFVAR, LBR RT VAR, LBR_ACCDBL, LBR-ACCHOL, LBR-ACCOVT, LBR-ACCPAY, LBR-ACCSIC, LBR-ACCVAC, LBR-BRDAPP, LBR-CONPAY, MFG CSTVAR, MFG VAR, MISC REV, PREPAYMENT, REVENUE, RMA RETURN, SALES TAX1 - 10, SURCHARGES, TRADE DISC, WIP ADJ, WIP ADJEXP, WIP CLEAR, WIP LABOR, WIP MATL, WIP MCH OH, WIP OS, and WIP OVHEAD can use this code.

  • Branch Item Maintenance (IMB) to set up inventory items for your branch.

  • Customer Maintenance (CM) to set up customers.

  • Customer Ship-to Maintenance (CSM) to set up customer ship-to addresses that are different from the customer's remit-to address.

  • Sales Order Maintenance (OE) to enter sales orders.

AND/OR

One-Step Invoice Entry (RE) to enter and confirm sales orders in one step.

AND/OR

EDI/Sales Quote Maintenance (QOE) to enter a sales quotation and correct an error in an imported order.

  • Requisition Maintenance (IRM) to enter requisitions.

  • PO Maintenance (VOE) to enter purchase orders.

  • Branch Transfer Maintenance (ITM) to enter a transfer of items from one branch to another.

  • Branch Transfer Confirmation (ITS) or Secured Transfer Confirmation (SITS) to create and confirm a transfer shipment.

  • Branch Listing (TBL) to print a list of branches.

  • Warehouse Mapping (TWT) to set up warehouse maps.

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