Item Control Setup Guide - Revision history

Freddy at 16:21, 21 December 2021

2021-12-21T16:21:20Z

Freddy: /* Optional Setup */

2019-02-08T19:27:39Z

‎Optional Setup

Freddy: /* Review and Update Production-Related Rule Maintenance Records */

2019-02-08T19:27:18Z

‎Review and Update Production-Related Rule Maintenance Records

Freddy at 15:23, 7 February 2019

2019-02-07T15:23:25Z

Freddy at 14:51, 13 December 2018

2018-12-13T14:51:04Z

Freddy at 14:50, 13 December 2018

2018-12-13T14:50:39Z

Freddy at 20:24, 2 August 2018

2018-08-02T20:24:44Z

Freddy: /* Item Usage Buckets (INVBUCKET) */

2018-08-02T20:22:59Z

‎Item Usage Buckets (INVBUCKET)

Freddy: /* Item Transaction Categories (ITEMCAT) */

2018-08-02T20:20:23Z

‎Item Transaction Categories (ITEMCAT)

Freddy: /* Item Attributes (ITEMATTRIB) */

2018-08-02T20:18:54Z

‎Item Attributes (ITEMATTRIB)

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 There is no harm in setting these processes up as early as possible. The nightly inventory reconciliation data can be invaluable when trying to research inventory value discrepancies after go-live.
-<br>
 <br>
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 The Profile Width rules determines the valid entries in the Profile Width drop-down list on the profile jump screen attached to production departments.  Update the rule with all required profile widths.  The MASTER rule details are provided as an example and will not work for all customers.
 ==Optional Setup==
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 ===Set up Misc Code Controls===
 The Misc Code field is a customizable open-entry, unedited field that can be used to store additional data about an item.  It is commonly repurposed to record item details that don't neatly fit into another existing field.  The field label (lmisccode) can be edited and renamed as needed.
 ==Complete all Required Item Control Data Conversions==

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 ===Profile (PROFILE)===
-The Profile rule determines the valid profile entries in the Profile drop-down list on the profile jump screen attached to production departments.  Update the rule with all required profiles.  The MASTER provides are an example and will not work for all customers.
+The Profile rule determines the valid profile entries in the Profile drop-down list on the profile jump screen attached to production departments.  Update the rule with all required profiles.  The MASTER rule details are provided as an example and will not work for all customers.
 ===Profile Color One and Two (PCOLORONE, PCOLORTWO)===
-The Profile Color rules determines the valid entries in the Profile Color drop-down list on the profile jump screen attached to production departments.  Update the rule with all required profiles.  The MASTER provides are an example and will not work for all customers.
+The Profile Color rules determines the valid entries in the Profile Color drop-down list on the profile jump screen attached to production departments.  Update the rule with all required profile colors.  The MASTER rule details are provided as an example and will not work for all customers.
 ===Profile Gauge One and Two (PGAUGEONE, PGAUGETWO)===
-The Profile Gauge rules determines the valid entries in the Profile Gauge drop-down list on the profile jump screen attached to production departments.  Update the rule with all required profiles.  The MASTER provides are an example and will not work for all customers.
+The Profile Gauge rules determines the valid entries in the Profile Gauge drop-down list on the profile jump screen attached to production departments.  Update the rule with all required profile gauges.  The MASTER rule details are provided as an example and will not work for all customers.
 ===Profile Girth (PGIRTH)===
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 ===Profile MACHINE (PMACHINE)===
-The Profile Machine rule determines the valid entries in the Profile Machine drop-down list on the profile jump screen attached to production departments.  Update the rule with all required profiles.  The MASTER provides are an example and will not work for all customers.
+The Profile Machine rule determines the valid entries in the Profile Machine drop-down list on the profile jump screen attached to production departments.  Update the rule with all required profile machines.  The MASTER rule details are provided as an example and will not work for all customers.
 ===Profile Materials One and Two (PMATONE, PMATTWO)===
-The Profile Materials rules determines the valid entries in the Materials Color drop-down list on the profile jump screen attached to production departments.  Update the rule with all required profiles.  The MASTER provides are an example and will not work for all customers.
+The Profile Materials rules determines the valid entries in the Materials Color drop-down list on the profile jump screen attached to production departments.  Update the rule with all required profile materials.  The MASTER rule details are provided as an example and will not work for all customers.
 ===Profile Width One, Two, and Three (PWIDTHONE, PWIDTHTWO, PWIDTHREE)===
-The Profile Width rules determines the valid entries in the Profile Width drop-down list on the profile jump screen attached to production departments.  Update the rule with all required profiles.  The MASTER provides are an example and will not work for all customers.
+The Profile Width rules determines the valid entries in the Profile Width drop-down list on the profile jump screen attached to production departments.  Update the rule with all required profile widths.  The MASTER rule details are provided as an example and will not work for all customers.
 ==Optional Setup==

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 *The default Warehouse name should match the CID name. In most cases, the ‘Default Location’, ‘Active’, and ‘Production Plant’ checkboxes should be checked.
 *The add process will create a new Organization with a ‘Warehouse Location’ attribute.
 *You must complete the blank GL accounts in the ‘Account’ tab in order to save the record.

← Older revision		Revision as of 14:51, 13 December 2018
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−	===Setup up Nightly Inventory GL Tools===	+	==Setup up Nightly Inventory GL Tools==

	Verify that the INVDUMP and INVGLACCTS rules are set up appropriately with inventory GL accounts, as well as any AR and AP accounts that should be included, so the nightly inventory logs will process.		Verify that the INVDUMP and INVGLACCTS rules are set up appropriately with inventory GL accounts, as well as any AR and AP accounts that should be included, so the nightly inventory logs will process.

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 Profile Data is used to provide additional details on production forms and to group produced items.  This import populates the profile details for each imported item.
 <br>
 <br>

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 The Profile rule determines the valid profile entries in the Profile drop-down list on the profile jump screen attached to production departments.  Update the rule with all required profiles.  The MASTER provides are an example and will not work for all customers.
 ===Profile Color One and Two (PCOLORONE, PCOLORTWO)===
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 The Profile Gauge rules determines the valid entries in the Profile Gauge drop-down list on the profile jump screen attached to production departments.  Update the rule with all required profiles.  The MASTER provides are an example and will not work for all customers.
 ===Profile Girth (PGIRTH)===
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   http://abiscorp.com/adjwiki/abcitem.ashx
 ===Set up Cycle Count Code Controls===
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   http://abiscorp.com/adjwiki/CycleCount.ashx
 ===Set up Search Code Controls===
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 The Search Codes value is not included in the Item Import and is commonly set using SQL statements.
 ===Set up Misc Code Controls===
 The Misc Code field is a customizable open-entry, unedited field that can be used to store additional data about an item.  It is commonly repurposed to record item details that don't neatly fit into another existing field.  The field label (lmisccode) can be edited and renamed as needed.
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 ==Complete all Required Production Item Control Data Conversions==
 ===Item Master BOM Data===
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 Profile Data is used to provide additional details on production forms and to group produced items.  This import populates the profile details for each imported item.
 <br>
 <br>

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 The Item Usage Buckets rule defines up to five lookback periods for analyzing usage in the Usage tab of Item Master.  The default rule values from MASTER are generally acceptable.
-Review the rule and make any adjustments needed based on the customer.
+Review the rule and make any adjustments needed based on the customer's request.
 ===Inventory vs GL Dump Accounts (INVDUMP)===

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 ===Item Transaction Categories (ITEMCAT)===
-Item Transaction Categories are used together with Customer Transaction Categories to define which Revenue and Cost accounts are used for different transaction types.  Item Categories are defined in the rule, and tied to individual item records in the Item Master Settings tab, or the Item Master OHF record. The Item Category in the OHF record overrides the entry in the Item Master Setting tab.
+Item Transaction Categories are used together with Customer Transaction Categories to define which revenue and cost accounts are used for different transaction types.  Item Categories are defined in the rule, and tied to individual item records in the Item Master Settings tab, or the Item Master OHF record. The Item Category in the OHF record overrides the entry in the Item Master Setting tab, but should generally be the same value.
 An Item Category code of 'DEF' should exist for all customers.  Set up any additional categories needed based on the customer's revenue and cost accounts that should be hit for certain items.  Review the [[http://www.abiscorp.com/AdjWiki/journal-entry-architecture-invoicing.ashx Journal Entry Architecture]] wiki for additional information on how GL Groups can affect the default accounting setups.

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 *At a minimum, review and customize the Department attributes to match the customer's setup.  The MASTER departments are examples, and will not work for all customers.
 **The 'Name' value for department attributes should be the unique two-character department code that matches the code in the Departments (DEPT) rule
-**The two-character department code should also be entered in the Dept Code (text8 ) field
+**The two-character department code should also be entered in the Dept Code (text8) field
 **Production department items that require profile details (such as panel and purlin) should have the 'PROFILE' form associated with the department attribute