Following are the control maintenance records and authorization keys used for lot billing, along with additional setup requirements.
Set the following control maintenance records:
Assign the following authorization keys:
Before you can use the lot billing feature, you must create lot item product records. You may want to set up a generic lot item product to use for miscellaneous vendors. You may also want to set up a generic lot item product for each major price line.
If you redistribute an overall lot item order total, you cannot specify a gross profit percentage below your Min GP% Required setting. This setting is made on the GP% Control Parameters screen (GP Control hot key from the User Maintenance screen).
When changing an overall lot order total, you also cannot specify a discount greater than your Max Disc from Standard Price setting on the GP% Control Parameters screen.
Authorization is required to use the Lot Item Material Detail Scheduling screen to edit shipped quantities on an invoiced generation. To edit scheduled items, you must be assigned the following authorizations:
AP.EDIT.REC.PO – To edit a purchase order that has been reconciled, but not yet paid and in an open accounting period.
SOE.CLOSED.ORDER.EDIT – To edit sales orders in a closed accounting period.
SOE.EDIT.LOCKED.DIRECT – To edit or add materials to a lot item generation that has been invoiced.
The standard forms package was enhanced to recognize lot item totals and their related lot item materials; however, you may need to update custom forms for use with lot billing. For example, printing or faxing lot item information form an order's Status screen may require customized form changes at your site.
Specify a customer invoicing method for each lot item. The Advance Billing Factor (ABF) is the default.
See Also: