Settings tab for Locations
Updated
by
Cheryl Wallace
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, issue and return 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 job and sub job and optional cost code information is collected for issue and return transactions, requisitions, transfers, etc. The user must enter the job or sub job code at the time of the transaction. |
Job Required | Check this box to force the input of a job selection before saving requisitions, transactions, reassigned assets and picked requisitions. Displayed only if Use Cost Coding is selected. |
Subjob Required | Check this box to force the input of a sub job as well as a job selection before saving requisitions, transactions, reassigned assets and picked requisitions. Displayed only if Use Cost Coding is selected. |
Cost Code Required | Check this box to force the input of a cost code selection for a job and sub job combination before saving requisitions, transactions, reassigned assets and picked requisitions. Displayed only if Use Cost Coding is selected. |
Charges Issues to Work Order? | Check this box to enable charges issue and return transactions to a work order. |
Require Work Order? | Check this box to force the input of a work order for all issue and return transaction. Displayed only if Charge Issues to Work Order is selected. |
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 transfers of inventory from one stocking location to another. The container will be included on the Packing Slip when printed. If there are multiple containers on the transfer, a separate page will be printed for each container. |
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 serialized 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. Learn how bulk and consumable items are handled regardless of this setting. 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. |
Allow Auto Receipt of Transfer | When checked, permits the automatic creation of a transfer receipt when a new transfer is saved where this stocking point is the To location and Auto Receive is selected on the transfer. |
Transfer Receipt - Inventory Status | Select the inventory status to be assigned to serialized items received automatically. |
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