General Description Menu Location: Transaction>>Importers/Exporters>>Item Control>>Bill of Material (BOM) Export Screen Name BOMEXPORT Function This screen generates an XLS export file of BOM details for items matching the filters. The exported file can be used as an import template for the BOM Import screen. BOM Export Screen Fields/Filters Class: Enter a single item class value or a range to filter the BOM Export results by Item Master class. Item [...]

Stock Replenishment (Quick Buy) — 0.9%

[...] order to produce recommended restock quantities. First, the following must be true in order for an item to even show up in Quick Buy: 1. The item must be a stock item. 2a. The Projected Qty must be less than or equal to the minimum qty AND the Order Qty must be greater than zero. OR 2b. The Projected Qty must be less than zero AND the Allocated Qty must be greater than zero. The exceptions to these rules are items that are manually pushed to Quick Buy from the Sales Order screen. Buy/Make/Transfer Buy [...]

Customer/Vendor Part Import — 0.9%

General Information Default Menu Location : Transaction >> Importers/Exporters >> Item Control >> Customer/Vendor Part Import Screen Name : IMPORTVPART Function : The Customer/Vendor Parts Import is used to set the alternate vendor or customer part number details for Adjutant item codes on the C/V Part tab. The Customer/Vendor Parts Import is most commonly used to set the vendor associations for items ordered through the QuickBuy application, and to set the default order source for items. Most of the order calculation criteria has [...]

Transfers and Adjustments — 0.9%

General Description Default Menu Location Transaction >> Item Control >> Transfers & Adjustments Screen Name ITEMXFER Function The Transfer and Adjustment screens allow users to change incoming and on-hand inventory by: Location - Transfer inventory between warehouses Quantity - Adjust inventory to match physical counts Identification numbers - Correct lot or serial number to a previously entered stock item Cost - Change current stock and weight unit values Transfer Tab The Transfer tab is used to transfer stock inventory [...]

AR Invoice Import — 0.9%

[...] they do not match, the entry will be imported to the datatable, but it will not display in AR Invoice Master. f9 - PoNum - Customer PO number from the original order f10 - HeldFor - Held For organization ID. This field is not required on the header file. f11 - SoType - Sales Order type. This field is no longer in use. f12 - TaxRate - Tax rate percentage. This value is imported to the datatable, and can be used for custom reporting, but is not used for tax calculations. *f13 - Terms - Payment terms for the selected invoice. Valid terms from the TERMS rule should be [...]

Order Import Automation — 0.8%

[...] Lines file must be a CSV file with the following columns: Qty – Quantity of the finished product item. Pcmk – Piece mark of the item. This gets matched to the Piece Mark Configuration question for the item code (Rep Code A). This is also how the finished product item is matched up to the BOM inputs. Descr – Description of the finished product item. Clrname – Color Name. Can be left blank. Dwg – Drawing reference. Can be left blank. Sleng – Length [...]

Purchasing Setup Options — 0.8%

[...] is off. CHECKORDERINC - For PO screen, and if enabled, force the OrdQty to be multiple of the the OHF orderinc value. Only check if OrderInc is 0, and if the PO qty is in stk units. If not a multiple, reset to nearest multiple and alert user. CLEARPOMSN - Clears the Project ID and Phase fields on the Purchase Order for each new line item. COILLABELLOG - Add print button to display coil screen to print a one-off tag. Printed when COILLABELLOG CID option is set. COILLABELX2 - If set, default the copies on CoilReceipt screen to 2. COILPROFILE [...]

Maintain Customer Pricing — 0.8%

General Information Default Menu Location Maintain >> Item Control >> Customer Pricing Screen Name PRICEGROUP Function The Maintain Pricing screen is used to create and maintain item pricing rules. Setting Up a Price for a Specific Customer To set up a new pricing matrix, follow these steps: NOTE: For this example we will set up a new pricing rule for a specific customer and item. STEP 1: In the Filter section on the bottom half of the screen, select which type of pricing matrix you want [...]

Item Control Setup Options — 0.8%

[...] correctly. CCNITEINV2 - Option to generate niteinv2 records after commits complete. Records made for each item/loctid committed. CCOUNTCHNGWHSE - CCOUNTCHNGWHSE CCOUNTWHSECHNG - Without setup option, scanner will flag scans in otherwhse as invalid. CCOUNTWHSECHNG - Without setup option, scanner will flag scans in otherwhse as invalid. CFSHOWTOTAL - Option to show total band, default is off. CLEANSCRAP - CLEANSCRAP COILLABELLOG - Add print button to display coil screen to print a one-off tag. Printed when COILLABELLOG CID option is set. COILLABELX2 - If set, default [...]

Bill of Material (BOM) Import — 0.8%

General Description Default Menu Location Transaction >> Importers/Exporters >> Item Control >> Bill of Material (BOM) Import Screen Name BOMIMPORT Function This screen imports assembly items into the Item Master Bill of Material attribute. The BOM Import will add records if they do not exist, but can also be used to update/replace existing records. The update function will replace all matched BOM record details with the data in the latest import file. Be aware, that if you have an existing BOM record with [...]

Purchase Order Import — 0.8%

[...] Required fields are indicated with an * *f1 - ExtTax - Extended tax amount for the associated line item. These values will automatically recalculate if the purchase order is opened and any related fields are edited, which may change the imported amounts. *f2 - ExtCost - Extended subtotal amount (before tax) for the purchase order line. This value will be used to calculate the Header and Line Item screen order amount. It is also used to set the line item unit price by dividing the ExtPrice by the QtyOrd value. [...]

Item List Price and Base Cost Update (Import) — 0.8%

General Information Default Menu Location Transaction >> Importers/Exporters >> Item Control >> Item Base Cost/List Price Price Update Screen Name UPDATECP Function The Item Base Cost/List Price Update is used to update Item Master price/cost fields, vendor quoted cost values, and can also be used to update Sales Order Configuration (SOC) controlling price/cost values. The Base Cost/List Price Update has three functions: Item [...]

Production Work Order - Assign Non S/L Inventory — 0.7%

General Information Default Menu Location: Transaction >> Production >> Production WO Master Screen Name: WOMAST Function: The Assign Non S/L Inv tab allows you to assign inventory (that is not serialized or lot controlled) to a line item on the PWO. Fields/Filters The grid on the bottom of the screen displays items from the Bill of Material. It will also display any additional items that have been assigned. Lines highlighted in red have not met their required quantity (Qty Req) per the Bill of Material. Lines highlighted in [...]

Item Notes Import — 0.7%

Default Menu Location Transaction >> Importers/Exporters >> Item Control >>Item Notes Import General Information Imports item notes for use as line notes in other application records, such as Quotes, Sales Orders, Invoices, Production Work Orders, and Purchase Orders. Notes There is a limit of 255 characters per Excel field that may limit the size of the note being imported. Excel will allow entry of more than 255 characters in a cell, but the spreadsheet will not save anything over 255 characters per [...]

Item Master Q&A — 0.7%

[...] Questions Q: What is the "Cubes" box for? A: Cubes is another way of measuring the volume of an item. By definition, a cube is a measurement used in wholesale purchasing and shipping. The case cube denotes how much volume a case of any given item will take up in your warehouse. The case cube may be measured in cubic feet or cubic meters. In both cases, although the single case cube measurement tells you how much space the case takes up, it doesn't break that information down into 3 dimensions. Knowing the actual dimensions of a case [...]

Sales Order Import — 0.7%

[...] subtotal amount (before tax) for the sales order line. This value will be used to calculate the Line Item screen subtotal. It is also used to set the line item unit price by dividing the ExtPrice by the QtyOrd value. These values will automatically recalculate if the sales order is opened and any related fields are edited, which may change the imported amounts. *f3 - Owner - Inventory Owner organization ID *f4 - SPrice - Sell price in dollars, by SPriceUnit value. This price will remain in place as the agreed-to price, even after editing [...]

Barcode Scanner - Prompt 45 - Production Work Order — 0.7%

[...] Info Prompt 45 , Production WO, provides three functions: 1. Assign Inventory to a Production Line Item 2. Certify a Production Line Item 3. Assemble a Production Line Item 4. Assemble All Lines Assign Inventory to a Production Line Item 1.Scan a barcode or enter the PL number from the PWO. 2. Scan the barcode or enter the PackID of the item that is being used. 3. Once a successful scan of an item is completed, [...]

Production Services — 0.7%

General Info A Production Service is an item with an attached route (set of tasks) that is submitted to production along with another production item. The resulting Production Work Order will have one or more tasks associated with it. Set up a Production Service Item To set up a production service item, open the Item Master and create a new item. Assign the Production Service attribute (PRODSERVICE) [...]

Configurable Item (SOC) Import — 0.7%

General Description Default Menu Location Transaction >> Importers/Exporters >> Item Control >> Configurable Item (SOC) Import Screen Name SOCIMPORT Function The Configurable Item (SOC) Import screen allows you to add or update SOC details. Use the Configurable Item (SOC) Export screen to generate the template file for this screen. The SOC Import will add records if they do not exist, but can also be used to update existing records. The SOC Import will also create the Configurable [...]