QuickBuy Setup Guide - Revision history

Mwillard at 17:26, 5 December 2022

2022-12-05T17:26:13Z

Freddy at 17:11, 9 August 2018

2018-08-09T17:11:10Z

Freddy at 16:26, 9 August 2018

2018-08-09T16:26:14Z

Freddy at 20:15, 8 August 2018

2018-08-08T20:15:17Z

Freddy: Created page with " == Overview == This guide covers the setup required to take advantage of the Mofification Processor application. The Modification Processor application is an incredibly..."

2018-08-08T19:56:35Z

Created page with " == Overview == This guide covers the setup required to take advantage of the Mofification Processor application. The Modification Processor application is an incredibly..."

New page

== Overview ==

This guide covers the setup required to take advantage of the Mofification Processor application.

The Modification Processor application is an incredibly powerful inventory tool that should only be accessed by select personnel that have been trained on the reflexes and potential harm that can be caused to inventory items and inventory value. A reversal tool exists, but it can not reverse every situation.

Extreme caution should be used when providing access to this screen.

http://abiscorp.com/adjwiki/modbowl.ashx

==Security==

Review the Security-New tab for this screen and make sure only trained users have access to the MODBOWL screen.

==Review Setup Options==

The following setup options are enabled by default in the MASTER setup. Review these and adjust as needed:

*MODBOWLUSERWHSE - Sets the Mod Processor Warehouse to the user's Warehouse when the screen is loaded, otherwise its loads as unselected
*MODNODEL - Disables the Delete action for all users
*MODSAMELOT - Uses the existing lot# as the new lot# by default
*MODNOLABEL - Suppresses printing labels from Mod Processor

These are not the only setup options available. There are several other options that are disabled by default, but may be applicable for your customer. Review and adjust other setup options that can affect how Mod Processor functions.

==Review Mod Processor Extra Cost (MODEXTRACOST) Rule==

The Mod Processor Extra Cost rule controls the valid add-in cost item codes that can be used to process extra cost into items. Common Items for this rule are things like Freight, Handling, Processing, and Storage.

Add item codes that can be used to process extra cost into lot-controlled item to this rule.

*Items can be Warehouse-specific
*Items can be set up with an overriding control GL account for the credit entry
*Items should have the 'MODITEM' Item Attribute assigned

==Assign the Appropriate Item Attributes==

For any item that can be modified using the Modification Processing screen, you must assign the '''MODCAPE (Modification, Base Item)''' Item Attribute. If these attributes were not assigned during Item Control setup, the attribute can be assigned per item using the Item Master screen. Alternatively, you can assign the attribute using a SQL query as follows:

insert into pcxref (type,parentid,childid,ptable,ctable,cidkeyno,showon,adddate,adduser)

select 'MODCAPE' as type,itemmaster.ikey as parentid,itemmaster.ikey as childid,'ITEMMASTER' as ptable, 'ITEMMASTER' as ctable,'CCCCCC' as cidkeyno ,'ITEM' as showon, getdate() as adddate ,'_ADMIN' as adduser from
itemmaster

where item in ('XXXXXX', 'XXXXXXXX', 'XXXXXXX') and cid = 'CCCCCC' and activeitem = 'y'

*In the example above, replace the CID value (shown as 'CCCCCC'), with the customer's CID name.
*In the example above, edit the "where" statement to specify which item numbers or ikeys or other identifying criteria should be used to select the correct item records.

For any item that can be used as an add-in item on the Modification Processing screen, you must assign the '''MODITEM (Modification, Add-in Item)''' Item Attribute. If these attributes were not assigned during Item Control setup, the attribute can be assigned per item using the Item Master screen. Alternatively, you can modify the SQL query above by replacing MODITEM with MODCAPE, and adjutsing your "where" statement to select the desired records to update.

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[[Category:Setup Guides]]
[[Category:Item Control]]
[[Category:Purchase Orders]]

@@ Line 36: / Line 36: @@
 *MaxQty is the highest acceptable stocking level. QuickBuy should not suggest an order quantity that would exceed this value. An entry of zero means it is not being used.
 *Order Qty can be used in the RRQ calculation to set the desired order quantity for certain items.
 The Item DET Import is used to import OHF screen details, including the Order/Min/Max and IncReOrd fields.  The Item DET Import is an update type of import. If there is an existing OHF record for the item in the import file, any fields filled out in the import file will update the corresponding fields in the database.
 The ITEMDET table holds the OHF details for each Item (ikey).
 ==Item Master C/V Part Setups==
-The Vendor information, including Supplier Part #, should be filled out for all items purchased through QuickBuy.
+The Vendor information, including Supplier Part #, should be filled out for all items purchased through QuickBuy. Vendor associations can be added 'on the fly' directly from QuickBuy, but having them already set up in the C/V Part tab is highly preferable.
 Multiple vendor sources can be created for each item code.  If multiple sources exist, one of them (and only one) should be marked as the default source.
@@ Line 50: / Line 54: @@
- insert into pcxref (type,parentid,childid,ptable,ctable,cidkeyno,showon,adddate,adduser)
+==Review Item Attributes==
-  select 'MODCAPE' as type,itemmaster.ikey as parentid,itemmaster.ikey as childid,'ITEMMASTER' as ptable, 'ITEMMASTER' as ctable,'CCCCCC' as cidkeyno ,'ITEM' as showon, getdate() as adddate ,'_ADMIN' as adduser from
+The BUYINQB (Purchase in QuickBuy) Item Attribute allows an item marked to produce to show up in the Buy grid of QuickBuy.  This Item attribute can be useful when customers have materials, such as coil, that are marked for production to allow slitting and other production operations, but they still want the coil items to show up for purchase in QuickBuy.
-*In the example above, replace the CID value (shown as 'CCCCCC'), with the customer's CID name.
+The 'Other Filters' button should be reviewed and the Owner and HeldFor options should be verified before the customer uses the screen for the first time.
-For any item that can be used as an add-in item on the Modification Processing screen, you must assign the '''MODITEM (Modification, Add-in Item)''' Item Attribute.  If these attributes were not assigned during Item Control setup, the attribute can be assigned per item using the Item Master screen.  Alternatively, you can modify the SQL query above by replacing MODITEM with MODCAPE, and adjutsing your "where" statement to select the desired records to update.
+Filter options can be be saved as filter sets and loaded by using the 'SaveOpts' and 'LoadOpts' buttons at the bottom of the screen.

@@ Line 82: / Line 82: @@
 [[Category:Setup Guides]]
 [[Category:Item Control]]
-[[Category:Purchase Orders]]
+[[Category:Purchasing]]
 [[Category:Production]]

@@ Line 11: / Line 11: @@
-==Security==
+==Review Setup Options==
-==Review Setup Options==
+*IncReOrd (Inlcude ReOrder) must be checked for every Warehouse/OHF combination in order for an item to pull into QuickBuy
-The following setup options are enabled by default in the MASTER setup.  Review these and adjust as needed:
+The Item DET Import is used to import OHF screen details, including the Order/Min/Max and IncReOrd fields.  The Item DET Import is an update type of import. If there is an existing OHF record for the item in the import file, any fields filled out in the import file will update the corresponding fields in the database.
-*MODBOWLUSERWHSE - Sets the Mod Processor Warehouse to the user's Warehouse when the screen is loaded, otherwise its loads as unselected
+The ITEMDET table holds the OHF details for each Item (ikey).
-These are not the only setup options available.  There are several other options that are disabled by default, but may be applicable for your customer.  Review and adjust other setup options that can affect how Mod Processor functions.
+==Item Master C/V Part Setups==
-==Review Mod Processor Extra Cost (MODEXTRACOST) Rule==
+Multiple vendor sources can be created for each item code.  If multiple sources exist, one of them (and only one) should be marked as the default source.

@@ Line 3: / Line 3: @@
 == Overview ==
-This guide covers the setup required to take advantage of the Mofification Processor application.
+This guide covers the setup required to take advantage of the QuickBuy application.
-The Modification Processor application is an incredibly powerful inventory tool that should only be accessed by select personnel that have been trained on the reflexes and potential harm that can be caused to inventory items and inventory value.  A reversal tool exists, but it can not reverse every situation.
+The QuickBuy application can generate purchase orders for recommended orders based on stock replenishment controls set at the individual item level.  QuickBuy can also generate production work orders for items that can be made for stock.
-Extreme caution should be used when providing access to this screen.
+  http://abiscorp.com/adjwiki/qquickbuyl.ashx
@@ Line 71: / Line 69: @@
 [[Category:Item Control]]
 [[Category:Purchase Orders]]