58 Item and Quantity Information Processing Options

This chapter contains these topics:

Section 58.1, "Item Search with Word Search (P41200)"
Section 58.2, "Item Availability (P41202)"
Section 58.3, "Detailed Availability (P41023)"
Section 58.4, "Lot Availability (P41280)"
Section 58.5, "Supply & Demand (P4021)"
Section 58.6, "Branch/Plant Item Information (P41026)"
Section 58.7, "Item Branch Information - Z File (P41026Z)"
Section 58.8, "Buyer's Inquiry (P4115)"
Section 58.9, "Item Ledger "As-Of" Generation (P41542)"
Section 58.10, "Item Ledger by G/L Class Code Print (P41541)"
Section 58.11, "As-Of Maintenance (P41112)"
Section 58.12, "G/L by Object Account (P09421)"
Section 58.13, "T/B by Object (P094121)"
Section 58.14, "Item Ledger - Costs (P4111)"
Section 58.15, "Item Ledger - Locations (P4111)"
Section 58.16, "Item Ledger - Lot Status/Grade/Potency (P4111)"
Section 58.17, "Item Ledger - Running Quantity Balance (P4111)"
Section 58.18, "As-Of Maintenance (P41112)"
Section 58.19, "Inventory Summary Inquiry (P41118)"

58.1 Item Search with Word Search (P41200)

Processing Option	Processing Options Requiring Further Description
PROCESS CONTROL :
1. Enter a '1' to omit item location records with no quantity available.
2. Enter a '1' to search by Purchasing Category Codes. If left blank the search will be by Sales Category Codes.
PROCESS CONTROL :
3. Specify the from and thru dates to be used for effective dates in the Item Notes File : From Date (Blank = System date) Thru Date (Blank = 12/31 with the year = to the default value for the data dictionary item Century Change Year (#CYR))

58.2 Item Availability (P41202)

Processing Option	Processing Options Requiring Further Description
PROCESS CONTROL:
1. Enter a '1' to omit locations with no quantity available. If left blank, all locations will display.
DREAM WRITER VERSIONS: Enter the version for each program. If left blank, ZJDE0001 will be used.
2. Item Master (P4101 )
3. Text Message Code Review (P40010 )
4. Item Search (P41200 )
5. Purchase Order Inquiry (P430301)
6. Customer Service Inquiry (P42045)
7. Open Work Orders (P31225)
8. Supply and Demand (P4021)
9. Bill of Materials (P30200)
10. Lot Availability (P41280)
Enter the version for each program. If left blank, ZJDE0001 will be used.
11. Item Ledger (P4111)
12. Branch/Plant Item Info. (P41026)
13. Availability by Location (P4190)
14. Item / Location Information (P41024)
GRADE AND POTENCY:
15. Enter a '1' to display the grade range. If left blank, no grade will display for selection.
16. Enter a '1' to display the potency range. If left blank, no potency will display for selection.
PERCENTAGE OF LIFE REMAINING:
17. Enter a '1' to calculate/display the Percentage of Life Remaining. If left blank, it will not be displayed.
18. Enter a '1' to calculate/display Days Until Expiration. If left blank, it will not be displayed.

58.3 Detailed Availability (P41023)

Processing Option	Processing Options Requiring Further Description
PURCHASE ORDERS:
1. Enter the version of Open Purchase Orders to be used. If left blank, ZJDE0001 will be used.
SALES ORDERS:
2. Enter the version of Customer Service Inquiry to be used. If blank, ZJDE0001 will be used.
WORK ORDERS:
3. Enter the version of Open Work Orders to be used. If left blank, ZJDE0001 will be used.

58.4 Lot Availability (P41280)

Processing Option	Processing Options Requiring Further Description
DREAM WRITER VERSIONS:
1. Enter the Version of the Trace/Track Inquiry to call.
2. Enter the Version of Item Master Revisions (P4101) to call.
3. Enter the Version of Work Order Entry (P48013) to call.
4. Enter the Version of Branch/Plant Item Information (P41026) to call.
5. Enter the Version of Lot Master Revisions (P4108) to call.
6. Enter the Version of the Test Results Revision (P3711) to call. If left blank,'ZJDE0001' will be used.
FIELD DISPLAY:
7. Enter a '1' to protect Lot Status from being updated.
GRADE AND POTENCY:
8. Enter a '1' to display the grade range. If left blank, no range will be displayed for selection.
9. Enter a '1' to display the potency range. If left blank, no potency will be displayed for selection.

58.5 Supply & Demand (P4021)

Processing Option	Processing Options Requiring Further Description
DISPLAY OPTIONS:
1. Enter a '1' to deduct Safety Stock from Availability.
2. Enter a '1' by the following Routing Quantities to be considered on hand. Any quantity not included will be displayed on the appropriate date. Quantity in Transit Quantity in Inspection User Defined Quantity 1 User Defined Quantity 2
3. Enter a '1' to summarize all In Receipt Routing steps into one line.
4. Enter a '1' to summarize Item Location records.
5. Enter one of the following: ' ' = No Available to Promise Line '1' = Available to Promise Line '2' = Cumulative ATP Line
6. Enter the version of Supply/Demand Inclusion Rules to be used.
7. Enter a '1' to display the window format if called from another program.
8. Enter a '1' to use an alternate screen format which has long quantity fields.
DREAM WRITER VERSIONS: Enter the DREAM Writer version to use for each program listed. If left blank, version ZJDE0001 will be used.
9. Purchase Order Entry (P4311)
10. Purchase Order Inquiry (P430301)
11. Sales Order Entry (P4211)
12. Sales Order Inquiry (P42045)
13. Scheduling Workbench (P31225)
14. MPS/MRP/DRP Pegging Inq. (P3412)
15. MPS/MRP/DRP Time Series (P3413)
16. MPS/MRP/DRP Message Detail(P3411)
OPTIONAL RECORDS:
17. Enter a '1' to include Planned Orders from MPS/MRP/DRP generations. If left blank, Planned Orders will not be displayed.
18. Enter the Forecast Type to include Forecast Type Forecast Type Forecast Type Forecast Type Forecast Type
19. Enter the number of days (+/-) from today's date that you wish to begin including Forecast records. A blank will use today's date to begin including Forecast records.
20. Enter a '1' to omit 'Bulk' Stocking Type records from screen. If left blank, 'Bulk' items will be included.
21. Enter the rate based Schedule Type to use. If left blank, no rate based schedules will be displayed.
22. Enter a '1' to include Past Due Rates as a supply.
POTENCY:
23. Enter '1' to convert Quantities to Standard Potency.
LOT EXPIRATION: 24A. Enter '1' to reduce Quantity available due to lot expiration. Note: This option will not work with ATP. If you use this option, option 5 must be set to blank or 2. 24B. Enter optional date to be used for expiration calculation when processing option 24A='1'. If left blank, Lot Expiration Date will be used. 1=Sell By Date 2=Best Before Date 3=User Defined Date1 4=User Defined Date2 5=User Defined Date3 6=User Defined Date4 7=User Defined Date5 8=Commitment Date Method from Item/ Branch Master.
LOT HOLD CODES:
25. Enter the lot hold codes (up to 5) to be considered on hand, or enter an '*' to consider all held lots as on hand. If left blank, held lots will not be considered on hand.
WORK ORDER ENTRY:
26. Enter the Dream Writer version to use for the Manufacturing Work Order Entry program. If left blank, version ZJDE0001 will be used.
BILL AVAILABILITY:
27. Enter the version of Bill Availability (P30205) to be called. If left blank, version ZJDE0001 will be used.
OVER DUE SUPPLY CONTROL:
28. Enter a '1' to leave past due supply out of available calculations (past due orders will be displayed but will not be included in quantity available or ATP).
FORECAST DISPLAY OPTIONS:
29. Enter a '1' to override the planning fence rule and just use actual customer demand for the available calculation. Note: forecast will still appear on the screen per processing option above. When left blank, the available calculation will be based on the planning fence and rule established in the item's branch plant manufacturing data.

58.6 Branch/Plant Item Information (P41026)

Processing Option	Processing Options Requiring Further Description
1. Enter a '1' to select the Item Location information screens to automatically call when performing an add or a change. If left blank, screen will not display. Classification Codes Cost Revisions (conditional) Price Revisions (conditional) Unit of Measure Quantities Manufacturing Values Item Profile Bulk Product Information Lot Processing
PROCESS CONTROL (Cont.):
2. Enter '1' to use the window version of the screens selected above. If left blank, the full screens will display.
GLOBAL UPDATE:
3. Enter '1' to automatically update the G/L Class Code to all the Item Balance (F41021) records after a change.
DREAM WRITER VERSIONS:
4. Summary Availability (P41202)
5. Item / Location Information (P41024)
6. Product Catalog Detail Information (P41903)
REVISION LEVEL CONTROL:
7. Enter '1' to protect ECO revision information from update.

58.7 Item Branch Information - Z File (P41026Z)

Processing Option	Processing Options Requiring Further Description
DREAM WRITER VERSIONS:
1. Enter the version to be used to call Item Branch/Plant Information. If left blank, ZJDE0001 will be used.
ERROR REPORTING:
2. Enter '1' to skip printing the error report. If left blanks, the report will print.
3. Enter the version to be used to call the error report program (P41ZERR). If left blank, XJDE0001 will be used.

58.8 Buyer's Inquiry (P4115)

Processing Option	Processing Options Requiring Further Description
PROCESS CONTROL :
1. Enter a '1' to calculate quantities using the current period from Company Constants. Otherwise current period from Branch/Plant Constants will be used.
2. Enter last 2 digits of Fiscal year you wish to see. If blank the Current Fiscal Year from Company Constants will be used.
DREAM WRITER VERSION :
3. Enter the version of Open Order Inquiry to call. If left blank, version ZJDE0001 will be used. (See Form ID P430301).

58.9 Item Ledger "As-Of" Generation (P41542)

Processing Option	Processing Options Requiring Further Description
GENERATION OPTIONS:
1. Enter a '1' to regenerate the entire "As Of" file (F41112). If left blank, the "As Of" file will be updated with any transactions in the Item Ledger file (F4111) that have not yet been processed by the "As Of" generation. Note: The intended use of a regeneration is in the case that your fiscal date patterns have changed. In order to regenerate the file correctly, all pertinent Item Ledger records must exist.	Run As Of Regeneration (complete rebuild, processing option = 1) to initially populate the F41112. The version creates records in the F41112 using every relevant record in the Cardex (F4111). You only need to run this version of the program once, as it will clear existing data from the file; however, you might need to run it again should you ever change your fiscal date patterns. Further, you should not run the Complete Regeneration if any records have been purged from the F4111, as it will create inaccuracies in the F41112. The Regeneration will clear the entire F41112 and then rebuild the file based on your data selection. Run As Of Generation (partial rebuild, processing option = blank), to update the F41112 with information from new Cardex records. You'll want to run this version of the program on a regular basis so your As Of file will reflect the most current information
If you have at any time purged your Item Ledger records the regeneration will not create accurate information in the "As Of" records.

Processing Option

Processing Options Requiring Further Description

GENERATION OPTIONS:

1. Enter a '1' to regenerate the entire "As Of" file (F41112).

If left blank, the "As Of" file will be updated with any transactions in the Item Ledger file (F4111) that have not yet been processed by the "As Of" generation.

Note: The intended use of a regeneration is in the case that your fiscal date patterns have changed. In order to regenerate the file correctly, all pertinent Item Ledger records must exist.

Run As Of Regeneration (complete rebuild, processing option = 1) to initially populate the F41112. The version creates records in the F41112 using every relevant record in the Cardex (F4111). You only need to run this version of the program once, as it will clear existing data from the file; however, you might need to run it again should you ever change your fiscal date patterns. Further, you should not run the Complete Regeneration if any records have been purged from the F4111, as it will create inaccuracies in the F41112. The Regeneration will clear the entire F41112 and then rebuild the file based on your data selection.

Run As Of Generation (partial rebuild, processing option = blank), to update the F41112 with information from new Cardex records. You'll want to run this version of the program on a regular basis so your As Of file will reflect the most current information

If you have at any time purged your Item Ledger records the regeneration will not create accurate information in the "As Of" records.

58.10 Item Ledger by G/L Class Code Print (P41541)

Processing Option	Processing Options Requiring Further Description
REPORT OPTIONS:
1. Enter the fiscal year and period for which the Item Ledger by G/L Class Code Report is to be prepared. If left blank, the financial reporting year and period will be used. Year: Period:

Processing Option

Processing Options Requiring Further Description

REPORT OPTIONS:

1. Enter the fiscal year and period for which the Item Ledger by G/L Class Code Report is to be prepared.

If left blank, the financial reporting year and period will be used.

Year:

Period:

58.11 As-Of Maintenance (P41112)

Processing Option	Processing Options Requiring Further Description
DREAM WRITER VERSIONS:
1. Enter the version of the Item Ledger to be use. If left blank 'ZJDE0001' is used.

58.12 G/L by Object Account (P09421)

Processing Option	Processing Options Requiring Further Description
REPORT DETAIL FROM:
1. Select a from period at which to begin showing account balances in detail. Enter: '0' for year-to-date (default) '1' for current period '2' for inception-to-date - OR - Enter a from date at which to begin showing account balances in detail. If this selection is left blank then the previous selection will be used. From Date:
REPORT DETAIL THRU:
2. Enter a thru fiscal year and period for which the account balances are to be shown in detail. Year: Period: - OR - Enter a thru date for which the account balances are to shown in detail. If selection is left blank the previous selection will be used. Thru Date:
PRINT OPTIONS:
3. Select the account number to print: '1' = account number (default) '2' = short account i.d. '3' = unstructured account
4. Enter '1' to print units. Leave blank to print amounts only.
5. Enter '1' to omit accounts that have no balance or detail for the selected period.
6. Enter a '1' to suppress commas when displaying amount fields. This will allow the printing of additional significant digits in each amount field.
7. Enter '1' to skip to a new page when a new object is printed. Leave blank to print without page breaks.
DOCUMENT SELECTION:
8. Enter ledger type code to use, or leave blank for actual amounts (AA).
9. Enter document type to use if a selective ledger is used. Leave blank to include all document types.
10. Enter a '1' to print both posted and unposted transactions. Leave blank to print only posted transactions.
SUBLEDGER OPTIONS:
11. Enter subledger to use, or '*' to include all subledgers.
12. If a specific subledger is entered in the option above, enter the subledger type.
SUMMARIZATION:
13. Enter the object account range for account summarization. Beginning: Ending:
ENHANCED SUBLEDGER SELECTIONS:
14. Enter the Enhanced Subledgers and Types you would like to select. Enter '' for all subledger. If Enhanced Subledger = '', Subledger Type will be ignored. Enhanced Subledger 1 . . . . . . . Enhanced Subledger Type 1. . . . . Enhanced Subledger 2 . . . . . . . Enhanced Subledger Type 2. . . . . Enhanced Subledger 3 . . . . . . . Enhanced Subledger Type 3. . . . . Enhanced Subledger 4 . . . . . . . Enhanced Subledger Type 4. . . . .
GENERIC TEXT:
15. Enter a '1' to print the generic text journal entry lines in a 40 character width, a '2' to print text in an 80 character width. If left blank, generic text will not be printed.
CURRENCY:
16. Enter a specific currency code or an '*' for all currency codes.
AS-IF CURRENCY:
17. Enter the currency code for as-if reporting. This option allows for amounts to print in a currency other than the currency they are stored in. Amounts will be translated and print in this as-if currency. If left blank, amounts will print in their database currency.
18. Enter the "As Of" date for processing the current exchange rate for the as-if currency. If left blank, the Thru date will be used.

58.13 T/B by Object (P094121)

Processing Option	Processing Options Requiring Further Description
PERIOD INFORMATION:
1. Enter the fiscal period and year for which the Trial Balance is to be prepared. If left blank, the current period and year of the Financial Reporting Date will be used. Year: Period:
LEDGER TYPE:
2. Enter a ledger type (leave blank if the General Ledger 'AA' is desired).
PRINT OPTIONS:
3. Enter a '1' to omit the printing of accounts with zero balances.
4. To select which account number to print on the Trial Balance, enter a: '1' - account number (default) '2' - short account i.d. '3' - unstructured account
5. Enter a '1' to suppress commas when displaying amount fields. This will allow the printing of additional significant digits in each amount field.
SUBLEDGER OPTIONS:
6. Enter specific subledger or '*' for all subledgers.
7. Enter a subledger type if you have selected a specific subledger in the option above.
ENHANCED SUBLEDGER SELECTION:
8. Enter the Enhanced Subledgers and Types you would like to select. Enter '' for all subledgers. If Enhanced Subledger = '', Subledger Type will be ignored. Enhanced Subledger 1 . . . . . . . Enhanced Subledger Type 1. . . . . Enhanced Subledger 2 . . . . . . . Enhanced Subledger Type 2. . . . . Enhanced Subledger 3 . . . . . . . Enhanced Subledger Type 3. . . . . Enhanced Subledger 4 . . . . . . . Enhanced Subledger Type 4. . . . .
CURRENCY CODE OPTIONS:
9. Enter specific currency code or '*' for all currency codes.
SUMMARIZATION:
10. Enter the object account range for account summarization. Beginning: Ending:

58.14 Item Ledger - Costs (P4111)

Processing Option	Processing Options Requiring Further Description
DISPLAY OPTIONS:
1. Enter the format to be displayed: 1 = Running Quantity Balance format. 2 = Running Dollar Balance format. 3 = Cost Item Ledger format. 4 = Location Item Ledger format. 5 = Lot Status/Grade/Potency Item Ledger format. If left blank, the Cost Item Ledger format will be displayed.
DEFAULT VALUES:
2. Enter the default document type upon entering the video. If left blank, a '*' will default for all document types.
3. Enter a '1' to display Item Ledger entries in ascending date and time order. If left blank, the entries will be displayed in descending date and time order. (This option does NOT apply to Running Balance formats.)
4. Enter a '1' to search by Original Document Type. If left blank, the search will be done by G/L Document Type.
DREAM WRITER VERSIONS: Enter a DREAM Writer Version for the following programs. (ZJDE0001) is the default.
5. Load & Delivery Ledger Inq P49511

58.15 Item Ledger - Locations (P4111)

Processing Option	Processing Options Requiring Further Description
DISPLAY OPTIONS:
1. Enter the format to be displayed: 1 = Running Quantity Balance format. 2 = Running Dollar Balance format. 3 = Cost Item Ledger format. 4 = Location Item Ledger format. 5 = Lot Status/Grade/Potency Item Ledger format. If left blank, the Cost Item Ledger format will be displayed.
DEFAULT VALUES:
2. Enter the default document type upon entering the video. If left blank, a '*' will default for all document types.
3. Enter a '1' to display Item Ledger entries in ascending date and time order. If left blank, the entries will be displayed in descending date and time order. (This option does NOT apply to Running Balance formats.)
4. Enter a '1' to search by Original Document Type. If left blank, the search will be done by G/L Document Type.
DREAM WRITER VERSIONS: Enter a DREAM Writer Version for the following programs. (ZJDE0001) is the default.
5. Load & Delivery Ledger Inq P49511

58.16 Item Ledger - Lot Status/Grade/Potency (P4111)

Processing Option	Processing Options Requiring Further Description
DISPLAY OPTIONS:
1. Enter the format to be displayed: 1 = Running Quantity Balance format. 2 = Running Dollar Balance format. 3 = Cost Item Ledger format. 4 = Location Item Ledger format. 5 = Lot Status/Grade/Potency Item Ledger format. If left blank, the Cost Item Ledger format will be displayed.
DEFAULT VALUES:
2. Enter the default document type upon entering the video. If left blank, a '*' will default for all document types.
3. Enter a '1' to display Item Ledger entries in ascending date and time order. If left blank, the entries will be displayed in descending date and time order. (This option does NOT apply to Running Balance formats.)
4. Enter a '1' to search by Original Document Type. If left blank, the search will be done by G/L Document Type.
DREAM WRITER VERSIONS: Enter a DREAM Writer Version for the following programs. (ZJDE0001) is the default.
5. Load & Delivery Ledger Inq P49511

58.17 Item Ledger - Running Quantity Balance (P4111)

Processing Option	Processing Options Requiring Further Description
DISPLAY OPTIONS:
1. Enter the format to be displayed: 1 = Running Quantity Balance format. 2 = Running Dollar Balance format. 3 = Cost Item Ledger format. 4 = Location Item Ledger format. 5 = Lot Status/Grade/Potency Item Ledger format. If left blank, the Cost Item Ledger format will be displayed.
DEFAULT VALUES:
2. Enter the default document type upon entering the video. If left blank, a '*' will default for all document types.
3. Enter a '1' to display Item Ledger entries in ascending date and time order. If left blank, the entries will be displayed in descending date and time order. (This option does NOT apply to Running Balance formats.)
4. Enter a '1' to search by Original Document Type. If left blank, the search will be done by G/L Document Type.
DREAM WRITER VERSIONS: Enter a DREAM Writer Version for the following programs. (ZJDE0001) is the default.
5. Load & Delivery Ledger Inq P49511

58.18 As-Of Maintenance (P41112)

Processing Option	Processing Options Requiring Further Description
DREAM WRITER VERSIONS:
1. Enter the version of the Item Ledger to be use. If left blank 'ZJDE0001' is used.

58.19 Inventory Summary Inquiry (P41118)

Processing Option	Processing Options Requiring Further Description
DREAMWRITER VERSIONS: Enter the Dream Writer version for the following programs. (ZJDE0001 is the default)
1. Item Ledger Inquiry, P4111 version
2. As Of Inquiry, P41113 version
3. Item Ledger/Inventory Summary Detail P41422 version