Field Name

When Enabled

When Disabled

Transfer Make/Stock Items

If you have multi level bills of material, the transfer generated from Work Order will stop at an item tagged Make & Stock – its children will not be transferred.

As an example if you are building an automobile and the bill of material contains an alternator which is kept as a completed assembly in stock, the transfer will include 1 alternator – the child items on the alternator’s bill of material will not be on the transfer.

At some point the alternator drops below the reorder point and a work order for the alternator will be created. The transfer created for this work order will include all the child items required to make the alternator.

If the flag is off, only the child items of the alternator will be transferred. The alternator will not be listed on the transfer.

Use Location GL Account for Inventory

The inventory GL account assigned to an inventory location will be used when creating GL batches

The inventory GL account assigned to the item category will be used when creating GL batches.

Predefined Racks and Bins

The rack and bin field in modules such as Receiving, Inventory Transfer and Inventory Adjustment will appear as a combo. Predefined rack and bin locations can be set up to be available for selection from the rack and bin combos.

The rack and bin fields appear as text boxes.

Allow Specials for Rack and Bins

Used in conjunction with Predefined racks and bins. The user will be able to enter a rack or bin location not included in the combo.

User are only able to select rack and bin locations which exist in the combo.

Base Physical Count on Original Qty

Used when creating a physical count adjustment from the physical import sheet. The qty to adjust is calculated based on the original quantity (the quantity at the time the physical sheet was created) compared to the quantity counted.

The counted quantity will be used as the new quantity on hand.

Display Purchasing/Inventory User Defined Fields

Five user defined fields will be displayed in the Purchase Order, Inventory Adjustment, Inventory Transfer (in Inventory Allocation form), and Inventory Lookup forms.

The five user defined fields will remain hidden from the user.

Default Credit Note Inventory Return Qty to Zero

The Qty Returned to Inventory field in the Credit Note module will be defaulted to 0 instead of the quantity credited. This is useful when creating a credit note for an item which was damaged during shipping and cannot be returned to inventory.

The Qty Returned to Inventory field will be defaulted to the quantity credited.

Incorporate Labour in Finished Goods Inventory

Automatically Update Inventory

Sub Contract Replenishment based on Service PO

Disallow Multiple Item Occurrences

Allow to Create Negative Inventory from Shipping

Show User Defineds on Item Running Balance

Use Item Master User Defined as Default

Field Name

When Enabled

When Disabled

Prompt to Assign Item Numbers for New Items from GenKey

When creating a new item, you will be prompted if you wish to automatically assign an item number which is generated from the Item Number GenKey. The GenKey must be setup for this feature to function.

You must manually assign an item number to the new item.

Field Name

When Enabled

When Disabled

Do Not Roll Up

You must manually enter the standard costs for all items – the system will never update any standard costs. The system will calculate and display the standard cost for the item if you select item roll up but will not permanently change the standard cost on the item master. Use this if you want to maintain frozen standard costs. Note: This will also prevent the configurator from rolling up the standard cost of the configured item.

The system will automatically calculate and update the standard costs for all items. The standard costs will be based on the replacement cost values. You can edit the standard costs on the item master but if the roll up routine is clicked by a user, the value will be overwritten.

Roll Up Most Recent Cost

The roll up feature in the item main will roll up the Home Currency Cost from the Primary Vendor multiplies by the Freight, duty and overhead factors into the Replacement Cost Field on the Item Master. If the vendor changes the items price this feature will adjust the replacement cost to the new price. Note: This will only occur if the Do Not Roll up Flag is not checked (see above). If the Do not Roll up flag is checked the replacement cost will not be updated.

Also note that if this is a child item on a bill of material the replacement cost of the parent item is calculated using the replacement cost of the children.

The roll up feature in the item main will not adjust the replacement cost.

Save Replacement Cost in Item

When you change the primary Vendor Cost the Replacement cost on the Item Master Form will be updated. (Recommended)

When you change the primary Vendor Cost the Replacement cost on the Item Master Form will not be updated.

Include Labour Setup Time In Cost

The system will add the Labour Setup Time to the item cost. The Setup costs are amortized over the standard run quantity. Example: the setup time is 1 hour on a work center that costs $30 / hr and the run quantity is 60. The setup cost is (1 x 30) / 60 = $0.50 per piece.

Use this flag if you do not want any setup costs included in your standard costs.

Update Item Master Most Recent Cost upon Work Order Completion

The most recent cost displayed in the Item Master for make items will be updated each time a work order for the item is completed.

The most recent cost of make items will not be updated when work orders are completed.

Field Name

When Enabled

When Disabled

Allow Multiple Inventory Transfer Generation from Work  Order

Multiple partial inventory transfers can be created for individual Work Orders.  When the Work Order is completed, the allocated materials will be evaporated based on the quantity that was required for the completed Work Order quantity.

Only one inventory transfer should be created for individual Work Orders.  When the Work Order is completed, allocated material is evaporated based on the percentage of the total quantity on the Work Order that was completed.

Sub Work Order Completion - Allocate Make/Stock to parent WO

A stock child item on a sub Work Order will be allocated to it's parent item Work Order when the sub Work Order is completed.  The child item inventory will be unavailable to other transactions.

A stock child item on a sub Work Order will be placed into the general pool of unallocated inventory when the sub Work Order is completed.

Work Order Completion - Enforce full Inventory Allocation

A Work Order cannot be completed unless all required materials have been allocated via a Work Order inventory transfer.  An override password(Auth Code) must be setup in conjunction with this preference.

Work Orders can be completed without all required materials having been allocated.

Work Order Completion - Allocate non stock Lot/Serial to Order

Auto Complete Transfer

The autocomplete transfer requires the company to have purchased Auto Processor, which would add the ability for auto processor to process work order transfers on the auto processor machine.

WO Reallocation - Return Inventory to Source Location

Returns Inventory to it's source location.

Allow changes to WO lines with DC, TR or Lot/Serial numbers

When checked Work Orders can be updated from a Sale Order if it has data collection records, transfers, or lot/serial numbers against it.

Allow Lot/Serial Split Override

Function

When Enabled

When Disabled

Check Customer Credit Limit

When you add a new Sales Order that puts the customer over their credit limit a warning message will automatically appear notifying the user

You must automatically check the credit situation by clicking on the credit tab on the Sales Order.  You would still be notified if the customer is placed on hold.

Prompt for On Hold Customers

When you create a Sales Order for a customer on hold you will be notified that the customer is on hold.

You will not be notified if a customer is on hold.

Default Sales Order Line Comments

When you are entering configurator line items, the line comment you enter on the first line item will be carried over to any subsequent line items.

When you are entering configurator line items the line comment will not be carried over to any subsequent line items.

Prevent Invoice Generation From Shipping

When a shipment is created and approved an invoice will not be automatically generated.

When a shipment is created and approved an invoice will be automatically generated.

(Most common choice)

Require Customer PO

Users will be forced to enter a customer's PO number whenever a Sales Order is created.

Users will NOT be forced to enter a customer's PO number whenever a Sales Order is created.

Auto Gen Mat Req Upon Approval

A material requisition is automatically generated when a Sales Order or Work Order is approved.

A material requisition must be manually generated via the Generate Material Requisition menu option.

Enable Unit Cost Override Qty

The Cost Override Qty field is visible on the Estimate and Sales Order spreads.  Used to cost an item against a quantity other than the order quantity.

The Cost Override Qty field is hidden on the Estimate and Sales Order spreads.

Allow Margin Editing

The margin % field is unlocked and a unit list price for an Estimate or Sales Order Detail can be calculated by entering the desired margin percentage.

The margin % field is locked and cannot be edited.

Customer Job Costing Link to Service

A job costing document can be linked to a Service Order ticket.  The Job No.  combo will be populated with Job Costing document numbers assigned to the same  customer selected on the Service Order ticket.

Job costing documents cannot be linked to Service Order tickets.

Prompt for Non Tracked Items on Work Order

The user will be prompted when a item with an inventory tracking type of "No Tracking" is added to a Work Order.  The prompt states that no finished goods will be completed when the Work Order is completed.

The user will not  be prompted when a non tracked item is added to Work Order.

Do Not Auto Update Line Item Prices

Prices present on estimate or sales order details will not be overwritten from the price list template or item editor price list when the item is reselected or if any other value is altered which may trigger the price to be updated.

The price on Estimate or Sales Order details will be refreshed when the item is reselected or if any value is modified which may impact price (i.e. UOM).

Restrict Excel Sheet View

Only users designed as Supervisors can open a configurator product line workbook via the View > Sheet option in the configurator.

Any user may open the configurator product line work book via the View > Sheet option in the configurator.

Do Not Prompt for Line Item Due Date Change

When the header due date is changed in the Estimate and Sales Order modules, the user will not be prompted to apply the altered header due date to all transaction details.

The user will be prompted to apply the altered header due date to all transaction details.

Auto Gen Work Order Upon Approval

When a Sales Order is approved a Work Order will be automatically created for the Sales Order.

A Work Order must be created manually from the Work Order module or by selecting Generate Work Order from the Sales Order module tools menu.

Exclude Make Stock Items on Work Order Generation from Sales Order

A prompt will occur asking if you would like to generate a Work Order without make stock items.

This prompt will happen in the following areas:

1) When selecting a Sales Order from within Work Order

2) Generating a Work Order from the Generate Work Order option in the Tools menu in Sales Order

3) When approving the Sales Order if the corresponding Application Preference is selected
(Auto Gen Work Order on Approval of SO)

In the Work Order Generator module however, there is no prompt. If the new Application Preference is selected, a message will display beside the Include Stock Items checkbox warning the user that they will not be prompted to exclude the make stock items from a generated Work Order. If the Do Not Prompt for Make Stock Items Exclusion Before WO Gen preference is selected, this Include Stock Items checkbox will be disabled not allowing the user to generate a Work Order with a make stock item.

No prompt will occur.

Do Not Prompt For Stock Items Exclusion When Auto Gen WO **

The user is not prompted to exclude stock make items from the automatically generated Work Order.  The generated Work Order will feature all make items on the source Sales Order.

** This preference is only used when the Auto Gen Work Order Upon Approval application preference is enabled.

The user will be prompted to decide if stock make items are to be excluded from the automatically generated Work Order.  If the user clicks yes, stock items will be omitted from the generated Work Order.  If the user clicks no, all make items featured on the source Sales Order will appear on the generated Work Order.

Override SO Due Days for Buy Items with Vendor Lead Time

The default Sales Order lead time will be overridden by the vendor lead time for the purchased item being sold.

The default Sales Order lead time will be used to calculate the due date of the Sales Order detail in all instances.

Override SO Due Days Overrides for BOM Make Items

The default Estimate/Sale Order lead time will be overridden by value specified in the Lead Time field (located on Item Main's Additional tab, see image below) for the item selected on the Estimate/Sales Order line.

The default Sales Order lead time will be used to calculate the due date of the Sales Order detail in all instances.

Ignore SO Due Days Overrides for BOM Make Items

The default Sales Order lead time will be overridden by the longest vendor lead time among items contained within the Bill of Material of the parent item selected on the Estimate/Sales Order Line.

For example, BUY_TEST2 has a vendor lead time of 1 day, while NEWBUYITEM has a vendor lead time of 2 days.

When MAKE-TEST6 is added to an Estimate or Sales Order, the line due date will be calculated as today + 2 working days.

The default Sales Order lead time will be used to calculate the due date of the Sales Order detail in all instances.

Display Customer Item Numbers

The customer item number and customer description assigned to the item selected on a Estimate, Sales Order, Work Order, Shipping Document, Invoice or Credit Note is displayed one the respective module's form.  Also, any customer item pricing setup against the selected item is loaded into the Unit List Price field.

The customer item number and description fields are hidden in the details section of the modules listed above.

Field Name

When Enabled

When Disabled

View Alt Qty on MatReq or PO

The user will see two additional fields on the Mat Req and PO for an additional set of Qty and UOM (Unit of Measure) fields.  Use this if you require additional units of measure - leave off until required

The user will not see two additional fields on the Mat Req and PO for an additional set of Qty and Unit of Measure fields.

Allow Duplicate Vendor Invoices

The system will allow duplicate vendor invoices. Two different vendors could invoice you with the same invoice number.

The system will not allow duplicate vendor invoices.  This is an excellent control to ensure you don't get invoiced twice.  You can add a suffix to the invoice number in the event you get the same invoice number from two different vendors.

Prompt to Update Vendor's Master Cost on PO

When a purchase price is entered on a Purchase Order that is different that the selected vendor's purchase price, the user is prompted to update the vendor's purchase price to the entered price.
Clicking yes to the prompt will automatically update the vendor's purchase price for the applicable item.

The user will not be prompted when a price is entered on a Purchase Order that is different than the selected Vendor's purchase price.

Disable Assigning Owner Info from Buy/Stock MRP Lookup

When an item is placed on the Mat Req for a specific transaction via the MRP Lookup form, the transaction for which the item is required will not be referenced on the Mat Req or the subsequently generated Purchase Order.

The transaction which requires the item will be referenced on the generated Purchase Order for information purposes only.  The material will not be automatically allocated to the transaction when recieved.

Do not auto refresh MRP form after processing from Lookup form

When an item is processed from a MRP Lookup form for a specific transaction, the main MRP form will not reload to refresh the displayed quantities.  The quantity processed from the lookup form will still be included in the main MRP form's display.

When an item is processed from a MRP Lookup form, the main MRP form will refresh when the lookup form is closed; the values displayed on the MRP form will then reflect the processing performed via the lookup form.

Assign Owner Info to Stock Items when Gen PO from Mat Req

When owner information is specified on the Mat Req form for a stock item, the owner information will be transferred to the Purchase Order when generated.  This owner information is for information purposes only; when the Purchase Order is received the item will NOT be received into WIP and the inventory will NOT be allocated to an owner.
In addition, the owner transaction will appear on Sub Contract Service Purchase Orders

Owner information is not transferred to Purchase Orders generated from Mat Req for stock items.  Also, only the sub contract document number will be referenced by Sub Contract Service Purchase Orders.

Field Name

When Enabled

When Disabled

Mat Req Processing for multiple WO lines to one Sales Order line *

Material requisition for buy to order components within a make parent's bill of material cannot be generated from sales order. The material requisition(s) must be generated from the work order module for each work order created against the sales order. Material requisitions for only buy to sell items (buy items on a sales order detail) are able to be generated from the sales order module.

Material requisitions for both buy to order components within a make parent's bill of material and buy to sell items can be generated from the sales order module.

Function

When Enabled

When Disabled

Filter Employee By User

The employee combo on transaction forms (Sales Order, Work Order, etc) will be locked, preventing the displayed employee name from being modified

The employee combo will not be locked, emailing the displayed name to be changed to any employee name contained in the system.

Use New Report Dialog Box

Used for historical purposes - ensure this flag is checked.

n/a

Launch attachments via Windows Explorer

File attachments, such as attachments on the Document Storage tab in the Item Editor, will be launched in Windows Explorer.

File attachments will be launched using the default program associated with the format of the file being opened.

Function

When Enabled

When Disabled

Show earnings in Data Collection module

The employee's hourly rate will be displayed in the manual data collection form.

The employee's hourly rate will not be displayed on the manual data collection form.

Show Data Collection Start and End Time

The start time and end time fields will display to allow a user to enter these values.

The start and end time fields will not be displayed on the manual data collection form.

Auto Approve Data Collection from BC Data Collection

Allow Data Collection without Work Order

Allow Setup/Run according to BOM

Function

When Enabled

When Disabled

Auto Complete Sub Contracting Documents from the Receiving Update Inventory Menu

When receiving a sub contract service purchase order, the sub contracting processing form will launch when the user updates inventory for the receipt.  The user can then proceed to process the sub contract document without leaving the receiving module.

The sub contract processing form will not launch when inventory is updated for the receipt.  The user will have to go to the sub contract module to process the sub contract document

Auto Generate Sub Contract Documents from Sales Order / Work Order

When a Material Requisition is generated from Sales Order or Work Order, sub contract documents for required non stock sub contract parents will be generated automatically.

Sub Contract documents for non stock sub contract parents must be generated manually via the Sub Contracting module.

Auto Generate Sub Contract Material Requirements from Sales Order / Work Order

Mat Req records will be created for sub contract service items and non stick materials automatically when either a Sub Contract document is created automatically via Generate Material Requisition or when a sub contract document is created via the buy stock MRP.

The service and material requirements of a sub contract document must be processed manually from the Sub Contracting module.

Function

When Enabled

When Disabled

Lock a Bill To when a Invoice is selected

Replace Ticket History with Advanced Search

Scheduling Type

Description

DBR Scheduling - Microsoft Project

Standard Scheduling - Microsoft Project

Scheduling Type

Description

Categories

This button will open the Category Maintenance form.

Product Lines

This button will open the Product Line Maintenance form.