Purchasing Setup Options

Modified on Mon, 27 Jun 2016 10:27 by tpaeglis Categorized as Purchase Orders, Setup Options
===Setup Options & Definitions===

'''ADJAP''' - Adjutant Accounts Payable module is installed.

'''CFSSHOWTOTAL''' - Option to show total band, default 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''' - Adds filters for Width, Color, Material, and Gauge.

'''CONFUSER''' - User ID defaults into the Confirm To field on the Purchase Order Header.

'''CONSUMABLE''' - CONSUMABLE

'''DIRITEMDET''' - DIRITEMDET

'''HIDEVENDOR''' - Removes the Vendor Code/Name from the Inventory Labels.

'''HOLDREC''' - Marks all PO Receipts with the Hold flag.

'''ICNEWCOST''' - Change Scrap screen to use Cost Tiers if ICNEWCOST enabled.

'''ITEMEXACT''' - Displays item in item master when an exact match is entered, regardless if there are other items that may be a partial match.

'''ITEMMULTINOTE''' - Change note screen to have 5 notes (SO, RFQ, PO, PWO and Inv)

'''LABELDEFPRINT''' - If enabled, print coil tags to user's default printer. Skip Whse Coil tag printer logic.

'''LABELDIFF''' - New screen to allows setup of custom Inventory labels for Custom/Item pairs.  Change InvLabel generation points to use custom label if found (LABELDIFF CID option enables).

'''LASERCOIL''' - Allows printing of laser coil tag labels from PO Receipt screen.

'''LOCKCOSTONSHIP''' - If enabled, cost cannot be changed from screen, or via BOM change once line has been shipped (qtyshp<>0). Add logic to PO screen to respect Lock Flag, if set and SO line has been shipped, do not push cost back to SO.

'''LOTBYMSN''' - Auto-assigns the associated Project# on the purchase order as the LOT# during PO Receipt.

'''NEWITEMLOOKUP''' - If set, display first 500 items by item order if ? used in description field.

'''NEWLOOKUP''' - NEWLOOKUP

'''NEWPOREC''' - If set, use the newest version of the POREC screen.

'''NOADJINV''' - Adjutant Inventory module is not installed.

'''NOPORECSUMM''' - Skip printing of PO Receipt Summary if enabled.

'''OPENPOSHOWUSE''' - When set and report is run in detail mode, qtyissue field has qty of item used on linked svrord line.

'''OVERREC''' - Allows your receipt quantity to be more than your order quantity in PO Receipts.

'''POADDOHF''' - Option that will auto-add missing OHF record.

'''POAUTOCLOSE''' - Purchase Orders will be automatically closed if all quantities have been received on the PO.

'''POAUTOLOT''' - Lot numbers are automatically generated for lot controlled items during a PO Receipt. The lot number is generated from the LOTNO counter on the CID Maintenance screen.

'''POAUTOPRINT''' - Skips over the Print PO screen when printing from the Purchase Order.

'''POAUTOPROCESS''' - Vendor Bids are automatically processed (emailed, faxed, printed) when they are created.

'''POBLOCKLINKED''' - If enabled, do not ask to update linked non stock lines on PO

'''POCALCCOST''' - POCALCCOST

'''POCHECKOST''' - POCHECKCOST

'''POCHECKMAX''' - Checks the order quantity on the PO against the Max level in the OHF tab of the Item Master. If the order quantity plus the current on hand quantity exceeds the Max quantity, an alert will be given.

'''POCHEM''' - If set, show 2 new radio buttons on the Print PO screen for "Include Inbound Receipt" and "Include Inbound Report"

'''POCOILLBS''' - Stocks coil inventory items in lbs and catches linear feet (as opposed to stocking in linear feet and catching lbs).

'''POCOILLOTCHK''' - If set, check for duplicate coil lot numbers in same whse.  Do not allow receipt of duplicate lots, warn if modifcation will create duplicate lots with qty <> 0.

'''POCOILLOTCHKWHSE''' - Option to prevent duplicate lot numbers (any item, any whse).

'''POCOPYPODATE''' - If set,  put cursor into PO date when copy is started.

'''PODISABLELCOUNT''' - PODISABLELCOUNT

'''POEDITSTKDESC''' - POEDITSTKDESC

'''POGENSKIP''' - POGENSKIP

'''POHIDEPRICEADJ''' - POHIDEPRICEADJ

'''POIGNORETAX''' - Ignores sales tax amount on purchase order receipts in regards to GL posting.

'''POINSERTGL''' - Automatically inserts the Inventory Control account into the GL Acct field on the PO.

'''POINSERTTASK''' - Inserts the ordered item into the Materials section of Task Entry instead of directly onto the Time and Material Entry screen.

'''POITEMBOXSKIP''' - Eliminates the "List/Add/Reenter/Non

'''POLABELMANY''' - Label counts default to quantity ordered on Print PO Labels screen. Defaults to 1 if not set.

'''POLINEISLOT''' - Appends a dash and the line number onto the Lot# of an item with the PONOISLOTNO attribute. Change lot # gen logic to add- PO Line number if POLINEISLOT CID setup up is set and item has PONOISLOTNO attrib.

'''POLOCKGL''' - Locks/disables the GL Acct field when a stock item is entered onto a PO.

'''POLOCKWHSE''' - Locks/disables the Rec Whse field on Purchase Order line items. All lines will be received into the warehouse listed on the PO Header.

'''POLOTPROJPHASE''' - If option is enabled, and item has PONOISLOTNO attribute, use PO-PROJ#-PHASE as lotnumber.

'''PONOISLOTNO''' - Automatically assigns the PO# as the Lot # when receiving lot controlled items.

'''PONOTEMPLATE''' - If set, the template box is disabled.

'''POPRINTALLOC''' - Report option to PO receipt screen.   New PORECALLOC report only shows linked SO lines (linked to this PO receipt, and unlinked SO lines with matching items.  Items are sorted by estdate, with linked items first.

'''POPRINTBO''' - Asks if you want to print the Backorder Report after receiving a PO.

'''POQUOTEDCOST''' - Uses Quoted Cost, instead of Last Cost, from vendor on all PO's.

'''PORECCHGWHSE''' - Allows you to change the receiving warehouse during a PO Receipt.

'''PORECFAST''' - Opens the Quick PO Receipt screen when clicking the PO Receipt icon on the PO screen.

'''PORECSHOWLAST''' - Add last rec cost and last rec date fields to PO receipt (POREC) screen.

'''PORECUPSOCOST''' - Automatically updates the Sales Order line item cost for SO line items that are linked to PO lines (based upon cost on PO).

'''PORECUPSODESC''' - Automatically updates the Sales Order description for SO line items that are linked to PO lines (based upon item description on PO).

'''POREMOVEPROJ''' - If set, project and phase are blanked out on lost focus of SO/Svr Link if SO/Svr Link is blank.

'''POREQGL''' - Requires that a GL account number be entered for every item on a PO.

'''POREQTODAY''' - Sets the Req Date on a PO to today's date. The default is today plus three days.

'''PORRNOTE''' - If set use Note from SOLDFROM Screen as PO Header note.

'''POSELECTLINES''' - Add new checkbox to printPO screen to show new grid to select PO lines to print.  All selected by default, can be selected, unselected as needed.  Unselected lines are removed from printing cursor.

'''POSHOWBECOST''' - Add new becost field to PO/Bid PO. Field prints on PO/BID PO  (potran.becost and pobtran.becost are database fields).  becost on PO report.

'''POSHOWCONFIG''' - POSHOWCONFIG

'''POSHOWCONFIGBID''' - POSHOWCONFIGBID

'''POSHOWCONFIGORD''' - POSHOWCONFIGORD

'''POSKIPLABELS''' - PO labels will not print on receipt of items when label engine is running.

'''POSKIPLABELSCOIL''' - If set skip printing labels during receipt of coils.

'''POSOALLOCATE''' - If set, then allocate linked lines in SOALLOCATE table.

'''POSOCUST''' - POSOCUST

'''POSPLITTAX''' - Split tax out on itemact record if POSPLITTAX is enabled.

'''POSWITCHWHSE''' - Automatically updates all PO line items with new Receiving Warehouse when it is changed on the PO Header.

'''POTEMPWHSE''' - Add new temp whse field to POREC screen.  If filled in, items are received into this whse, and then put on the next interplant SE as transfer items.  Items on SE transfers appear as on order to the TWhse, and allocated from the FWhse.

'''POUPDATEDROUTE''' - Updates Delivery Route Shipping Events for back

'''POUSERISBUYER''' - If set and user is a buyer, PO  will default with them  as buyer. fF POUSERISBUYER is set, PO cannot be saved with a blank buyer.

'''POUSETAXFLAG''' - If set, default taxable status matches ItemMaster Sales Tax Flag (resell flag is ignored).

'''POWARNPURUNIT''' - Alert user if Unit on PO <> Pur unit on item master.  CID option POWARNPURUNIT enables.

'''PRINTSOEXBL''' - PRINTSOEXBL

'''PWOADDATREC''' - Automatically inserts received items into the Assigned Inventory section of a Production Work Order when a production SO line is linked to a PO line.

'''RECALCLEAD''' - Recalculates the Vendor Lead Time on PO Receipts according to value entered in LEADRECALC rule.

'''RECALCLEADMAN''' - Screen appears after PO receipt showing old lead time and new lead time for each item on PO. User has option to select which items to update lead times.

'''SERIAL2''' - Add logic to pull serial2 from rtasset table, and use as mnum2 as needed  (when updating meter info in conninfo)

'''SETRANSIT''' - If found, transfer items from intercompany SE's to IN-TRANSIT whse when carton is shipped. When unloading carton, move from IN-TRANSIT  whse instead of source whse if option is enabled. See Setup Options Wiki for more details.

'''SHOWWARNING''' - Automatically displays any warning notes attached to the organization when entering SO/PO/TASK/etc.

'''SINGLEBAG''' - Single Inventory Package in System

'''SKIPAUTONUMBER''' - If enabled and SO/PO number is blank, autonumber is ran without prompt.

'''SKIPCOOPO''' - Country of Origin not required on PO Receipt.

'''SKIPPACKLISTPO''' - Packing list not required on PO Receipt.

'''SKIPPACKLISTPO''' - Packing list not required on PO Receipt.

'''SKIPSELOOKUP''' - If set, skip the interplant SE lookup on PWO assembly when Plant <> ShipWhse, and on transfer PO receipts when using Temp Whse.

'''SOBASECOSTL''' - If enabled, show a new basecostL field in place of the normal cost field in edit mode. (Field is always readonly since basecostL cannot be changed once the line is saved.) If option is enabled, use basecostL value in Line margin calc.

'''SOCFIXEDPRICE''' - The controlling quantity price adjustment is set to the customer's contract price. Other configuration options do not affect the price.

'''SOSHOWLASTREV''' - Uses "last revision" logic on sales order.

'''SOSHOWSIMPREV''' - Uses Simple Revision logic on sales order (most popular option).

'''UBERLABEL''' - UBERLABEL

'''UPDATEBCOST''' - Update Base Cost on Item if Receipt cost is higher than current cost.

'''USEBINS''' - Bins added to Ship SO, PWO Yields and inputs. USEBINS is Setup Option control. Ibinname is label caption code.

'''USEMULTICURR''' - USEMULTICURR

'''WHSEACCT''' - Change Whse screen to allow entry of accts for owners. Create new class to get correct accts from OHF/WhseAcct/CID. Add logic to PO Rec to GL block of super batch. Add code to all other Inv/WIP prcesses in Superbatch.
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Purchasing Setup Options
