MAINT PROD (Product) Control Maintenance Records

The following control maintenance records belong to the PROD (Product) area within the MAINT (Maintenance) category.

Allow Duplicates In Product Families

Indicate whether a product can be included and displayed multiple times in a product family in web order entry and sales order entry. ClosedMore:

Options

  • Yes - Users can enter the same product multiple times when setting up a product family. Web order entry and sales order entry display all instances of the product.

  • No - Users can enter a product only once when setting up a product family. If duplicates are already set up in a product family, only the first instance of the product displays in web order entry and sales order entry.

Outcome of setting this control record

Determines whether a single product can be entered more than one within a product family.

Default Value(s)

No

Dependencies

After changing this control record, rebuild the product family cache.

Action if set to Null

Same as if set to No.

Additional Information

A product family is a group of related products that are often ordered together.

Branch Fields Required To Add Product Demand

New in Release 9.0.4

Define which branch fields are required for calculating demand on the Add Demand window. ClosedMore:

Options

  • None

  • To or From Branch

  • To Branch

  • From Branch

  • Both (to and from branch)

Outcome of setting this control record

The system only checks the selected branch fields when calculating demand through the Add Demand window.

Default Value(s)

None

Dependencies

None.

Action if set to Null

Same as if set to None.

Additional Information

Leave this set to None for backward compatibility.

Default Nonstock Product Template

Enter the default product template the system uses when creating a non-PDW nonstock product. ClosedMore:

Options

Any product you have defined as a product template for non-PDW nonstock products.

Outcome of setting this control record

The system uses the product you enter here for populated the Nonstock Entry window and the associated Product Maintenance record if the nonstock product is not a PDW product and a default nonstock product is not defined at the buy line level.

If the nonstock is a new PDW product, the system uses the product template in the PDW Product Templatecontrol maintenance record. If the nonstock is not a new PDW product, the system uses the default nonstock product defined at the buy line level.

Default Value(s)

Blank

Dependencies

The product record must exist in Product Maintenance.

Action if set to Null

If you leave this record blank, the system uses settings in the following control maintenance records to supply default information:

Additional Information

This control maintenance record must be populated to create nonstock items on-the-fly in the Eclipse Showroom application.

For more information about product template products, see Creating Nonstock Product Templates.

Delete Stock Location With Blank Status And Zero Quantity

For each branch, enter Yes to delete stock locations with a blank location status in Product Location Maintenance when the on-hand balance goes to zero. If set to No, the system takes no action.

Disable Printing MTRs at RF Close

Indicate by branch or territory if you want to print Mill Test Report documents when the RF process closes and instead print the document with the manifest printing process. For non-RF branches, documents will always be printed when the picking steps are confirmed.

Do Not List Item More Than Once On Add Demand Screen

New in Release 9.0.5

Indicate if you want to list products more than once on the Add Demand window. ClosedMore:

Options

  • Yes - The system lists products only once on the Add Demand window.

  • No - The system lists products more than once.

Outcome of setting this control record

Set this control maintenance record to No if you want to review or add demand from products with more than one demand, such as due to the product being in multiple branches.

Default Value(s)

Yes.

Action if set to Null

Yes.

Enable Laminate Products

Indicate whether to activate product laminate mode. The default is No.

Enable ENFU To Print MTRs

Indicate if you want Mill Test Reports to print automatically with Eclipse Network File Utility (ENFU) configurations. ClosedMore:

Options

  • Yes - The system automatically prints Mill Test Reports using the Eclipse Network File Utility configurations.

  • No - The system uses standard Eclipse Printing. Leave this set to No if you want to use another print system, such as LP UNIX/LINUX commands.

Outcome of setting this control record

The system prints Mill Test Reports using the Eclipse Network File Utility configurations.

In the case of local printing in Eterm, Eclipse prompts the user to download the MTRs to the local machine, then users can enter the file name. The system automatically retrieves the file type of either PDF or TXT.

Default Value(s)

No.

Action if set to Null

No.

Additional Information

This option does not allow emailing or faxing of the MTRs, but physical printing only. If you want to email or fax and MTR and this control maintenance record is set to Yes, you must do that manually.

As of Release 9.0.5, local printing for Solar is not supported.

Setting Up MTR Report Printing for Non-Eclipse Forms

 

Inventory Inquiry Hide Process Lifecycles

Select Yes to hide the lifecycle process status when displaying products in Inventory Inquiry and in product search displays.

Labels For User Defined UPCs

Define UPC labels you want to use in the Price Updating ID Maintenance window. The options on this window only display what you enter in this control maintenance record. Access this window through Product Maintenance > Additional Data > UPC Code Maintenance option. Then from the Edit menu, select User Defined Maintenance.

Leave Delete Products In The Pricing Index

Indicate whether to leave products with the Delete status in the pricing index, even if they have a quantity of zero. ClosedMore:

Options

  • Yes - Keeps products with a Delete status and they are viewable in Price Sheet Entry.

  • No - Deletes products with a Delete status when the quantity on hand reaches zero.

Outcome of setting this control record

Determines if the system deletes products set to a Delete status.

Default Value(s)

No

Dependencies

If you change the setting for this record, run the CHECK.PRODUCT process for the change to take effect.

Action if set to Null

Same as if set to No.

Additional Information

When you run the Product Sales History Report, items in a Delete status are excluded from the report when their on-hand quantity reaches zero if this control maintenance record is set to No.

Max Products Displayed When Sequencing A PriceLine/BuyLine

Enter the maximum number of products the system displays when resequencing price lines and buy lines. ClosedMore:

Options

Any number of products between 1 and 99999.

Outcome of setting this control record

Determines how many product the system displays when the system is resequencing buy lines and price lines. Setting the value greater than 5000 will result in slower processing and navigation. The system resequences each time you move an item, so refreshing the screen takes longer when larger numbers of records are involved.

Default Value(s)

5000

Action if set to Null

Same as if set to 5000.

Additional Information

This control maintenance record does not apply to Solar Eclipse, because display speed is not an issue.

MTR Document Profile

Select which image, attached at the product level, to associate with a product's Mill Test Report (MTR). The system uses this record to distinguish which image is the MTR document, if there are multiple images attached to a product. Products with attached images display the image icon in Mill Test Report Maintenance. To attach an MTR document to a product file, see Attaching MTR Documents to Product Records in the Product Maintenance documentation.

Product Lifecycle Types

Use this record to set up type descriptions to identify product lifecycles by assigning short descriptions and icons. ClosedMore:

Options

  • Long Description - Enter the description of a lifecycle to which you want to assign and identifier.

  • OE Sort Value - If you want the lifecycle type to sort to the top of the order entry search orders, enter a low number, such as 1 or 2. The system floats these lifecycle types to the top of the order. The Display Active Primary Index Products First In Product Searchcontrol maintenance record still takes priority for product searches.

  • Short Description - Use a five or six character description to assign to the lifecycle type. The short description displays in the product search in Eterm.

  • Display Image -Solar only. Select the image from the list of pre-defined icons. The image displays next to the product description in a product search, if it fits the lifecycle definition. For example, to identify stock that has not sold in 180 days, you assign . At a glance, when you see the product search list, you know that this product is not selling.

Outcome of setting this control record

After setting up lifecycle types, you can assign them to Product Lifecycle IDs. When a product fits a lifecycle ID definition, then the system displays the icon next to the product when you use the product searches on orders.

Default Value(s)

None.

Action if set to Null

Same as if set to None.

Additional Information

You can assign one lifecycle type to many product lifecycles using Product Lifecycle Maintenance.

Product Maintenance Authorization Levels

Use this record to restrict editing access for each field and hot key/menu option in Product Maintenance. ClosedMore:

Options

Any security level between 0 and 99.

Outcome of setting this control record

The system uses the levels assigned in this record with the level assigned in a user's PRODUCT.MAINT.LEVEL authorization key to determine which fields and hot keys the user can access for editing purposes.

If the PRODUCT.MAINT.LEVEL authorization key is assigned, the user must be assigned an authorization level greater than or equal to the security level of the field or hot key they want to use for editing purposes.

Default Value(s)

0

Examples

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.

Dependencies

If the PRODUCT.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 or hot key for editing purposes.

Action if set to Null

 

We recommend setting the following security level defaults:

Level

People who use this level...

Fields and options to which to assign this level...

99

PDS Group/Product Queue Associates

Fields: Description, Keywords, UM, Quant/S;P;T;A;I, Product Select Code, GL Code, Commodity Code, Price Line, Buy Line

Options: Delete, Additional Description, UPCs, Copy

70

Buyers/Purchasing Manager

Options: Prices

50

Purchasing Support Associates/Sales Support Literature Associate

Fields: Budget Group, Status, Index, Sort Code, Procure Group

Options: Tax, Kit, Primary Inventory Maintenance, Additional Data

25

Warehouse Managers

Fields: LBS, Load/bx

Options: Location

20

Possibilities include temporary employees for purchasing or warehouse

Options: Log, Hazard, Points, Certification Codes, Product External References Maintenance, UET, Product Price Maintenance, Seq, Reminder

Strategic Pricing Core Status Groups

Enter the product core status families you want to use to group like products together when assigning core statuses for Strategic Pricing. ClosedMore:

Strategic Pricing is a companion product that offers analysis of your pricing model. Core statuses are assigned to products at the top of each customers market segment, and are typically the highest in sales amount, highest in visibility, and are products that the customer has a high incentive to shop for price competitors. Use core status families to help ensure that a consistent core status is used across related products that might not have the same amount of sales, even though the individual products might otherwise have different core status assignments.

Tract Housing Customer Note ID

Create a note ID to reference tract housing notes through User Defined Customer Notes. Then you can select and define the note itself through the Tract Housing Plan Maintenance. The notes display on the Tract Housing Plan Lot Selection window and are transferred to the bid or sales order to display as Internal Notes.

Tract Housing MiscChrg Product

When you use set plans with options, you can find that you incur costs that should be passed on to the customer. For example, if your standard plan is a model for 4 bedrooms, but you have a loft option for that fourth bedroom. The options for the loft will be different from the standard plan, such as a door no longer being required. The cost and price difference must be accounted for in your plan. Use this control maintenance record to define which product should be added to the order when the plan is changed. The price/cost difference for all the items in the original plan are consolidated under this one line item.

Tract Housing Plan Types

Indicate the housing plan types you want to allow for Tract Housing Plans. Use these plan types when creating new tract housing plans to indicate the kind of plan for each home model. For example, create a Indoor Lighting plan to limit the plan's items to all products related to the required lighting elements for that plan.

User To Log Automatic Inventory Adjustments Under

Enter the user ID to assign to automatic inventory adjustments.

Valid Product Activity Sources

Enter product activity sources, up to eight characters long, that users can assign to activity log entries (trackers). Activity sources describe how, where, or why the tracker originated. The system uses these categories as sort and selection criteria for viewing the Product Activity Log or printing reports from the log.

Valid Product Catalogs

Enter the vendor product catalogs to which you can point products in Product Maintenance or sales order entry for more information. ClosedMore:

Options

Enter free form catalog IDs, each up to seven characters long.

Outcome of setting this control record

These are the product catalogs to which you can point a product.

  • You can point a product to a product catalog, along with a specific page and column from Product Maintenance using the Additional > Catalog Maintenance option.

  • You can point an order to a product catalog, but without a specific page and column from the Sales Order Entry Header tab, using the Edit > Additional Information option and then the Product Catalog field

Default Value(s)

None

Dependencies

Product catalogs work with the Require Product Catalog In Sales Order Entrycontrol maintenance record, which prompts for the entry of a product catalog on the Sales Order Entry Header tab.

Action if set to Null

No product catalogs are available for selection.

Additional Information

For more information about vendor catalog, see Defining Vendor Catalog Locations for Products.

Valid Product Certification Codes

Enter certification codes, up to 11 characters long, that describe types of regulated products, such as CFC for Chlorinated Fluorocarbon. Users can then assign this code to the appropriate regulated product using the Notes > Certification option in Product Maintenance.

Valid Product Commission Groups

Enter product commission groups to which users can assign related products for commission purposes. ClosedMore:

Options

Any product commission groups, each up to eight characters long.

At one extreme, you can create one commission group that includes all of your products. At the other extreme, you can create a commission group for each product in the product file.

Outcome of setting this control record

The commission groups you define here are available for selection in the Commission Groups field Product Price Maintenance  (from Product Maintenance, select Pricing > Product Price Maintenance).

Default Value(s)

None

Dependencies

If every commission plan is based on the order total instead of groups of products or individual products, do not create any product commission groups. If you select Order when setting up a commission plan, the system assigns the word Default to the Product Commission Grp field. When the product commission group is Default, every product on the order is subject to a commission.

Action if set to Null

No commission groups are available for selection in Product Price Maintenance.

Additional Information

Assign products to commission groups in Product Price Maintenance. Assign product commission groups to commission plans. Assign commission plans to salespeople. The system pays a calculated commission when a product assigned to one of the commission groups is sold by someone whose commission plan is based on products in that commission group.

Valid Product Commodity Codes

Enter commodity codes to assign to products in the Commodity Code field in Product Maintenance. The system uses commodity codes for selecting, sorting, and reporting purposes throughout the system. ClosedMore:

Settings

  • In the Commodity Code column, enter a code up to 20 characters long.

  • In the Short Code column, enter an abbreviated version of the code up to 12 characters long.

Outcome of setting this control record

Provides the list of commodity codes available for selection in Product Maintenance.

Default Value(s)

None

Action if set to Null

No commodity codes are available for selection in Product Maintenance.

Additional Information

A commodity code is a standard industry code used to group products in different price lines or buy lines for selection, sorting, and reporting purposes.

Valid Product Select Codes

Enter product select codes to assign to product records in the Product Select Code field in Product Maintenance. The system uses product select codes for reporting purposes.

Valid Product Sort Codes

Enter sort codes to assign to product records in the Sort Code field in Product Maintenance. Sort codes can be up to 11 characters long. If you leave this record blank, users can assign any sort code to a product.

Valid Product Zones

Complete this record if your company uses product zones. Defining zones enables users to restrict product selection by bill-to customer by zone.