Update Location Exception ParametersGrendata Computer Systems
Update Location Exception Parameters
When you choose option #7 from Standard Utilities Menu (1), you will arrive at the following screen.
You will notice that there is on multi-value window in this screen and some single fields numbered 2 through 6.
The Multi-value window, numbered 1.1 to 1.n (where n can be a big as 99) allows you to first of all enter a specific location. We have put a heading of "floor location" over this first column, but the data can actually be anything you want. For example you could enter something like "repair" if this specified your repair department.
The second column then allows you to enter a Y or N for Y)es or N)o as to whether or not you want to allow sales persons to sell stock that is in this location.
The third column is an enhancement to the second column. For example, if you have an "N" in the first column, then the second column is irrelevant. However, if you have a "Y" in the second column, and a "N" in the third column, the system will allow salespersons to sell product from the specified location only if it is not core stock. See our terminology for a description of core stock. If you have a "Y" in the second column and a "Y" in the third column, the salespersons will be allowed to sell items from this location.
The fourth column is used to specify whether or not to consider stock in this location when preparing automatic purchase orders. For example if you have an item that is located in location "FLOOR", and it is not to be sold, then you would set this column to "N". Then if you want to keep 3 in stock, with proper minimums and maximums set, your auto purchase order routine would order 3 if you were out of stock because it would not consider this one to be part of your inventory.
OVER-RIDE TM:
Field #2 allows you enter a "Y" or "N"
You will probably not want to set this flag to "Y" , but it is available for you. If you do set to "Y", then this causes the system to simply ignore any current backorders on file when making a sale. If you have this set to "N", and attempt to sell an item, the system will check to see if there are any customers who are waiting for this product and will not allow you sell the item unless there is enough stock to satisfy their needs first.
ALLOW DIRECT TM-RE UPDATE:
Field #3 allows you to enter a "Y" or "N"
Companies who use our system to order and receive stock will set this flag to "N". There are several steps the system goes through to accomplish this. If an item is placed on an invoice with a sale type of TM, this indicates that this item must be back-ordered for this customer. When the actual item is ordered, this sale type turns to TP on the invoice to indicate that it has now been processed. Later when the product arrives, a "fill from stock" routine is used, which changes the TP to RE indicating that this stock is now reserved for the customer and is ready to be delivered. If you do not need this type of control, the you would set this flag to "Y". This will allow you to fill a TM item from stock and change it to an RE type directly. Otherwise, the system prevents this from happening.
ALLOW DIRECT SO-RE UPDATE:
Field #4 allows you to enter a "Y" or "N"
Companies who use our system to order and receive stock will set this flag to "N". There are several steps the system goes through to accomplish this. If an item is placed on an invoice with a sale type of SO, this indicates that this item must be special ordered for this customer. When the actual item is ordered, this sale type turns to SP on the invoice to indicate that it has now been processed. Later when the product arrives, a "fill from stock" routine is used, which changes the SP to RE indicating that this stock is now reserved for the customer and is ready to be delivered. If you do not need this type of control, the you would set this flag to "Y". This will allow you to fill a SO item from stock and change it to an RE type directly. Otherwise, the system prevents this from happening.
ALLOW INVOICING FROM "FILL FROM STOCK" ROUTINE:
Field #5 allows you to enter a "Y" or "N"
If you feel that you do not require the complete control over customer invoicing that our product offers, then you would set this flag to "Y".
This allows personnel who are filling from stock to directly invoice the customer as soon as they have satisfied their TM and SO items by changing them to RE types.
If you are not using our dispatch routines, then this is probably the way to go. However, using our dispatch routines makes life easier because when the appropriate delivery slip is printed, the customer is automatically invoiced for the product.