INVM General Parameters Control Maintenance Records
The following control maintenance records belong to the INVM (Inventory
Management) category.
B2B Inventory Control Maintenance
Set global parameters for the system to use to control
the amount of actual inventory to show when B2B trading partners perform
an inquiry. For each product rank, select a basis and enter a multiplier
for calculating the amount of actual inventory to show. 
More:
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Options
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-
Available - Calculates
based on all inventory currently available.
-
Order Point - Calculates
based on the minimum amount of the item you want to have
on the shelf.
-
Line Point - Calculates
based on the maximum amount of the item you want to have
on the shelf.
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Outcome
of setting this control record
|
Controls the amount
of inventory that displays as available to your B2B trading
partners. This helps to ensure that you B2B customers do not
drain your inventory levels.
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Default
Value(s)
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None
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Example(s)
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Products in Rank
#1 equal 50 percent of your most demanded products. The A-ranked
products in Rank #1 are based on the number of times the product
was sold (hits). You only want 20 percent of your A-ranked
products' order point (the minimum amount of inventory you
want to have on your shelves) to display to your B2B customers.
Enter the following settings:
-
Rank
= 1
-
Basis
= Order Point
-
Multiplier
= .20
Anyone
inquiring about an A-ranked product would only see 20 percent
of your order point inventory as the available quantity. So,
while you might have 100 of the product in inventory, the
inquiry only shows 20
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Action
if set to Null
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Displays all available
inventory to your B2B customers.
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Additional
Information
|
You can override
these settings for a customer using the Orders
> Remote Order Entry Parameters > Edit > B2B Inventory
Control option in Customer Maintenance.
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Buy Line Maintenance Authorization Levels
Use this record to restrict editing access for each field on the Buy
Line Maintenance window. The levels assigned in this record are used with
the level assigned in a user's BUYLINE.MAINT.LEVEL
authorization key to determine which fields the user can access for editing
purposes. More:
|
Options
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For
each item listed in the Field
Description column, assign a security level, 0-99,
in the Auth Level Req'd
column.
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Outcome
of setting this control record
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-
If the
BUYLINE.MAINT.LEVEL
authorization key is assigned, the user needs an authorization
level greater than or
equal to the security level of the field to use
for editing purposes. For example, a user assigned an
authorization level of 50 can edit a field assigned a
security level of 50 or less but cannot edit a field assigned
a security level greater than 50.
-
If the
BUYLINE.MAINT.LEVEL
authorization key is not assigned to a user, the settings
in this control maintenance record do not apply to that
user. The user can access any field for editing purposes.
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Default
Value(s)
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0
for all fields
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Action
if set to Null
|
Same as if set
to 0.
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Additional
Information
|
For more information,
see Limiting
Access to Buy Line Maintenance in the Purchasing documentation.
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Customer/Vendor Display Option
For Future And History Ledger
Indicate which customer name the system displays on the Future History
Ledger and Inventory History Ledger windows.
Cross Dock Settings
When receiving the products in the warehouse, you can set the system to designate the items should go to a cross-dock location instead of the usual stock location.
An order falling within the parameters of the Control Record setting is considered a “hot” order and needs fulfillment soon (within the number of days parameter). The system assigns products coming in a shipment that can fulfill that order to stock the Cross Dock location.
Set the parameters as follows.
-
In the Branch field, select the branch for the cross dock handling rules.
-
In the Cross Dock Location field enter the code for the cross dock warehouse location.
-
Select the order status (OE Status) and enter the number of days (Days) the system uses to trigger the cross-dock process.
Note: The order status is typical to the Eclipse system, such as Ship When Specified, Ship When Complete, etc. The only status that status accepts a Days value is Ship when Specified and Call When Specified.
-
Select the Allow Cross Dock for Transfers check box if you choose to turn on cross docking for transfer orders.
-
Select Save.
Disable Credit Check For Non-Stocks
On Suggested P/O
By default, the system performs a credit check on a customer, when that
customer has a non-stock item added to a suggested purchase order that
is being converted. You can turn this credit check off, if needed. More:
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Options
|
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Outcome
of setting this control record
|
If a customer who
is on credit hold orders a non-stock item, the system displays
an error on the Suggested P/O Report by the item alerting
the purchasing agent if this record is set to No
and the customer does not meet credit requirements. Setting
this to No can help keep your warehouse free of non-stock
items ordered that may not get paid for.
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Default
Value(s)
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No
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Example(s)
|
For example, if
you have a customer that regularly orders non-stock items,
you can disable this check to make the ordering process faster.
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Action
if set to Null
|
Same as if set
to No.
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Additional
Information
|
None
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Display Availability In Inventory
Inquiry Product Index
Indicate whether the system displays availability along with the product
description in the Product Primary Index when searching for a product
in Inventory Inquiry. More:
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Options
|
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Outcome
of setting this control record
|
Determines if the
availability shows with the product description in Inventory
Inquiry.
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Default
Value(s)
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Yes
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Action
if set to Null
|
Same as if set
to Yes.
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Additional
Information
|
The user's home
branch determines the availability.
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Include All Location Types In
Product Sales History
Indicate whether to include all product location types when displaying
Sales Dollars and Sales
Quantities in the Product Sales History window. More:
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Options
|
-
Yes - Includes all product
location types.
-
No - Includes only sales
with the location type of Stock, Tagged, and Except. Display,
Review, Defective, Direct and Overship are excluded.
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Outcome
of setting this control record
|
Determines which
locations are included when viewing sales dollars and sales
quantities.
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Default
Value(s)
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No
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Action
if set to Null
|
Same as if set
to No.
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Additional
Information
|
Set this control
maintenance record to Yes
if you are comparing the Inventory History Ledger and Product
Sales History.
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Maximum Days Supply
For each branch, enter the system-level maximum number of days supply
of a product that can be stocked in the warehouse through adjustments,
purchase order entry, sales order entry, or transfer order entry. More:
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Options
|
Any
number from 0 to 99999.
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Outcome
of setting this control record
|
You can also designate
a maximum days supply at the product, branch, and buy line
level. If a maximum is not set at the product, branch, or
buy line level, the system uses the value entered in this
control maintenance record. The value entered in this record
also displays in the Max
Days column of the Global
Hits Definitioncontrol maintenance record. If you edit the
field on that window, the system copies the edit to this record.
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Default
Value(s)
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Blank
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Example(s)
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For example, you
set the system default for maximum days' supply to be 456.
Product A has a daily demand of 0.03 and a PIL of 12. The
system calculates that the maximum days' supply is 400. This
product is not in violation of the maximum days' supply limit.
A purchasing agent attempts to meet a vendor target by manually
adding 3 more of Product A to a purchase order. Product A's
PIL increases to 15 and its maximum days' supply to 500. The
system warns the purchasing agent that including this product
on the purchase order in this quantity violates the maximum
days' supply limit.
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Action
if set to Null
|
System uses the
projected maximum days supply which is calculated as:
Projected
Inventory Level (PIL) / Demand Per Day
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Additional
Information
|
A warning message
displays if the days supply number is exceeded. Users assigned
the corresponding PIL override authorization key, (AOE.PIL.DAYS.OVRD,
POE.PIL.DAYS.OVRD,
SOE.PIL.DAYS.OVRD
or TOE.PIL.DAYS.OVRD)
can override the warning. Otherwise, the system prompts users
to enter a password.
The maximum days supply checking logic
does not apply to MiscChrg or Comment product types. When
a user adds an item to an order, the system checks the projected
inventory level (PIL) at that point in time. When a user removes
an item or deletes an order, the system compares the PIL at
the time of the removal or deletion to the stored PIL. If
the removal or deletion does not make the PIL higher then
it was at the time of the addition, the system does not display
a Maximum Days Supply warning.
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Reprocure Backordered
Tagged Transfer Quantities
Indicate whether the system sets up the remaining quantity for reprocurement
when a tagged quantity on a transfer is changed to a lower amount or if
the order is canceled. More:
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Options
|
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Outcome
of setting this control record
|
If set to Yes, if the user cancels
a tagged quantity, the system keeps the order status the same
as it was initially and sets the product status to Stock.
If the user lowers a tagged quantity, the system keeps the
order status the same as it was initially and sets the product
status on the backordered items to Procure.
The product status of quantities that are still tagged stays
as Tagged.
If set to No, if the user cancels or lowers
a tagged quantity, the system keeps the order status the same
as what it was initially and sets the product status on the
backordered or canceled items to Stock. The items are not
available for reprocurement.
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Default
Value(s)
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Yes
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Action
if set to Null
|
Same as if set
to Yes.
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Additional
Information
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None
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Set Br/Tr "Suggest
On All" Flag To "N" For Lines In Super Buy Line
Complete this record if your company has multiple branches and uses
super buy lines.
Indicate whether the system sets the Suggest
On All flags on the Buy Line Maintenance window to No
for the branches and territories to which the super buy line applies,
when a user adds a buy line to a super buy line. More:
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Options
|
-
Yes - Sets the Suggest On All field
to No for all
buy line branches and territories to which the super buy
line applies. Prevents users from changing these Suggest On All settings.
-
No - Sets the Suggest On All field
to No for all
buy line territories and to blank
for all buy line branches, regardless of which ones are
associated with the super buy line.
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Outcome
of setting this control record
|
Setting to Yes prevents users from
changing the Suggest On All
settings for the buy lines that are part of the super buy
line in Buy Line Maintenance.
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Default
Value(s)
|
No
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Action
if set to Null
|
Same as if set
to No.
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Additional
Information
|
None
|
Do Not Show Super Buylines Containing The Analized Buyline In SuggPO
Run Suggest P/O Report for multiple super buylines that contain same baby buy lines. More:
Options | Yes - Super buy line record is replaced with another one that contains same baby buy lines, on Suggested PO Queue. No - Super buy line records don’t replace each other.
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Outcome
of setting this control record | Setting to Yes Super buy line record is replaced with another one that contains same baby buy lines, on Suggested PO Queue. |
Default
Value(s) | No |
Action
if set to Null | Same as if set
to No. |
Additional
Information | None |