Settings tab for Locations

Updated by Cheryl Wallace

The Settings tab applies only to stocking locations.

Assign the default setting for stocking locations that issue inventory to determine the the rules specific to the stocking location. Default settings can be assigned for all the activities being done at or originating from a particular location including transfers, transactions, purchase orders, work orders, and whether job costing will be used.

Allow Negative QOH?

When checked, the quantity on hand for this location can go below 0.  Otherwise, transactions that exceed the QOH will generate an error message.

Use Cost Coding?

The cost code information is collected for transactions such as issues, returns, transfers etc. The company determines whether cost codes are used and, if so, the type:

  • Category and Sub Category.  The cost code is automatically tracked based on the part number category or subcategory.
  • Job and Sub Job. The user must enter the job or sub job code at the time of the transaction.

Charges Issue to Work Order?

Check this box to enable charges issue to a work order.

Require Work Order?

Check this box to force the input of a work order.

Verify Work Order?

Check this box to use only work orders that already exist in the database.

Container Packing List?

Check this box to enable the recording of the container, pallet, or gang box where an item is stored for transport for both issue transactions and transfers.

Allocate Requisition Quantity?

Check this box to deduct the requisition quantity from the Quantity on Hand.

Allow reissue and auto-return of serialized items?

When inventory is reissued to an entity (location or employee) without having being returned from a prior transaction, permit the automatic generation of a transactions returning the inventory before reissuing it.

Consider creating variants of the Return transaction type and OK return status to indicate automated transactions for quick identification.

Return of serialized item by a different entity causes auto-return and reissue transactions?

When inventory is returned by an entity (location or employee) other than the entity on the original transaction, permit the automatic generation of transactions for the return to the entity to whom the inventory was originally issued, as well as issue and return transactions for the entity returning the inventory.

Transaction Type

Select the transaction type used for the return transaction when the above option is selected. Required for the above option.

Return Status

Select the return status used for the return transaction when the above option is selected. Required for the above option.

Work Order Transaction Type

Select the transaction type used when issuing required tools and materials from a work order. Available only when the module is in use.

See also:

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