This chapter contains these topics:
Section 59.1, "Stock Status - All Warehouses & Items (P41530)"
Section 59.2, "Stock Status - Specific Warehouse(s) (P41530)"
Section 59.3, "Item Master Directory - Sales Report Code 1 (P41560)"
Section 59.7, "Unit Cost Warnings Plus or Minus 5% (P41580)"
Section 59.8, "Margin less than 50% based on Last In (P41700)"
Section 59.9, "Summary Availability Report - Zero OH (P41702)"
Section 59.16, "G/L Trans without Item Ledger Trans (P41571)"
Section 59.17, "Release Mature Lots (P41083) (Release A9.3 Update)"
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| UNIT OF MEASURE OPTIONS: | |
| 1. Enter the Unit of Measure (BX, DZ, CS, CA, etc.) to appear on the report.
If the chosen Unit of Measure is not defined for an item, the Primary Unit of Measure will be used. If left blank, the Primary Unit of Measure will be displayed. |
|
| PERCENTAGE OF LIFE REMAINING: | |
| 2a. Enter a '1' to calculate/print Percent of Life Remaining.
If left blank it will not be printed. |
|
| 2b. If the Percent of Life Remaining is chosen to print in option 2a, a "Threshold Percent" may be entered (from .01% to 99.99%) for which calculated percents that are equal to or less will be printed.
If left blank, all Percent of Life Remaining values will print. |
|
| 3a. Enter a '1' to calculate/print Days Until Expiration.
If left blank, it will not be printed. |
|
| 3b. If Days Until Expiration is chosen to print in option 3a, a "Threshold Number of Days" may be entered for which calculated days that are equal to or less will be printed.
If left blank, all Days Until Expiration values will print. |
|
| 4. If either the Percent of Life Remaining or Days Until Expiration have been chosen to print (in processing options 2a or 3a above), a "User Supplied Date" may be entered to define the point in time to calculate the remaining life until the lot's expiration.
If left blank, CURRENT DATE is the default. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| UNIT OF MEASURE OPTIONS: | |
| 1. Enter the Unit of Measure (BX, DZ, CS, CA, etc.) to appear on the report.
If the chosen Unit of Measure is not defined for an item, the Primary Unit of Measure will be used. If left blank, the Primary Unit of Measure will be displayed. |
|
| PERCENTAGE OF LIFE REMAINING: | |
| 2a. Enter a '1' to calculate/print Percent of Life Remaining.
If left blank it will not be printed. |
|
| 2b. If the Percent of Life Remaining is chosen to print in option 2a, a "Threshold Percent" may be entered (from .01% to 99.99%) for which calculated percents that are equal to or less will be printed.
If left blank, all Percent of Life Remaining values will print. |
|
| 3a. Enter a '1' to calculate/print Days Until Expiration.
If left blank, it will not be printed. |
|
| 3b. If Days Until Expiration is chosen to print in option 3a, a "Threshold Number of Days" may be entered for which calculated days that are equal to or less will be printed.
If left blank, all Days Until Expiration values will print. |
|
| 4. If either the Percent of Life Remaining or Days Until Expiration have been chosen to print (in processing options 2a or 3a above), a "User Supplied Date" may be entered to define the point in time to calculate the remaining life until the lot's expiration.
If left blank, CURRENT DATE is the default. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| 1. Select Short, Long, or 3rd Item (Enter 1, 2 or 3) | |
| 2. Enter a '1' to include Item Notes on report. | |
| 3. Enter a '1' to include Print Messages on report. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| Enter a '1' to print all items or enter a '2' to print only those items at/or below reorder point.
Enter a '1' to print item notes. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| 1. Enter the beginning date to print. | |
| 2. Enter the ending date to print.
If the beginning or ending date is left blank, the system date will default in. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| REPORT DISPLAY: | |
| 1. Enter a '1' to rank and display the items by Sales Amount.
Enter a '2' to rank and display the items by Gross Margin. Enter a '3' to rank and display the items by On Hand Value. If left blank, the items will be ranked and displayed by Sales Amount. |
|
| 2. If displaying the items by Sales or Gross Margin, enter a '1' to retrieve forecasted quantities from the MPS Summary file.
If left blank, the Item History file will be used for past quantities. |
|
| 3. Enter the quantity type you want the forecasted information from the MPS Summary file to be based upon when retrieving forecasted information.
If left blank, all the quantity types from the MPS Summary file will be included in the forecasted information. (This option applies only when processing option 2 is populated with a '1'.) |
|
| 4. If displaying the items by Sales or Gross Margin, enter the Date Range for Periods to be selected for processing.
If left blank, the System Date will be used. From Date Thru Date |
|
| COST CENTER PROCESSING: | |
| 5. Enter which consolidation method to use:
' ' - No consolidation of amount totals. '1' - Consolidate amount totals for all Cost Centers. ABC Code percents will be based on ABC Percentages for Cost Center 'ALL'. '2' - Consolidate amount totals for specific Cost Centers as defined in the Data Selection Criteria. |
|
| FILE UPDATE OPTION: | |
| 6. Enter a '1' to update files with the new ABC Codes.
If left blank, no files will be updated. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| Enter the variance percent (i.e., '5' will select any transaction where the transaction cost was 5% greater or 5% less than the current average cost for the item.) |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| 1. Enter an override sales costing code. (Mandatory for costing)
2. Enter a warning minimum margin percent. Items below this percent will be denoted with "**".) 3. Enter a '1' to only print those items that fall below the warning minimum margin percent. (Default of blanks will print all items.) |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| PROCESS CONTROL: | |
| 1. Enter mode (Blank or '1') Leave blank for a detail report.
Enter '1' for a summary report. Default is blank for detail report. |
|
| 2. Enter Detail Level (Blank or '1') Leave blank for only the first line to print or '1' for all lines to print. (Applicable for detail report only) Default is blank for first line only. | |
| 3. Enter the Unit of Measure to print quantities. Default is blank for Primary Unit of Measure. | |
| 4. Enter a '1' to omit locations with no quantity available. If left blank, all locations will print. | |
| 5. Enter '1' to suppress all lot information. Default is blank. | |
| GRADE AND POTENCY: | |
| 6. Enter Grade Range: From:
To: If left blank, all grades will be printed. |
|
| 7. Enter Potency Range: From:
To: If left blank, all potencies will be printed. |
|
| PERCENTAGE OF LIFE REMAINING: | |
| 8. Enter a '1' to calculate/print the Percentage of Life Remaining.
If left blank, it will not be printed. |
|
| 9. Enter a '1' to calculate/print Days Until Expiration. If left blank, it will not be printed. | |
| EXPORT: | |
| 10. Enter '1' to create work file
F41702W to export report data. NO report will be produced. Enter '2' to create both the work file and the report. Default is blank, report only. Note: If '1' or '2' is entered, all data will be populated in the file, based on the previous processing options. |
|
| 11. World writer setup for file export
Enter the Group: Enter the Version: |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| DEFAULT VALUES: | |
| 1. Enter the Costing Method you wish to print for cost number 1.
(Default is Weighted Average - 2) |
|
| 2. Enter the Costing Method you wish to print for cost number 2.
(Default is Last In - 1) |
|
| 3. Enter the Costing Method you wish to print for cost number 3.
(Default is Layer - 6) Note: Use F1 for a list of valid values. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| Enter the Transaction Family Document
Types to include: (Based on user defined code table 41/TT and setup in P43115). |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| INVENTORY 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. 1 - Quantity in Transit 2 - Quantity in Inspection 3 - User Defined Quantity 1 4 - User Defined Quantity 2 |
|
| 3. Enter a '1' to summarize all In Receipt Routing Steps into one line. | |
| 4. Enter a '1' to summarize the Item Balance Quantity records. | |
| 5. Enter the thru date for the period of transactions to appear on the report.
If left blank, all transactions will be printed. |
|
| 6. Enter the version of Supply/Demand Inclusion Rules to be used for processing. | |
| PRINT OPTIONS: | |
| 7. Enter one of the following:
' ' = No ATP Line '1' = ATP Line '2' = Cumulative ATP Line |
|
| OPTIONAL RECORDS: | |
| 8. Enter a '1' to print Planned Orders from the MRP/MPS/DRP generations.
If left blank, Planned Orders will not print. |
|
| 9. Enter the Forecast Type to include
a. Forecast Type b. Forecast Type c. Forecast Type d. Forecast Type e. Forecast Type |
|
| 10. 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. |
|
| 11. Enter the Rate Base Schedule Type to be included on the Supply/Demand report.
If left blank, Rate Based Items will not appear. |
|
| 12. Enter a '1' to include Past Due Rates as a supply. | |
| 13. Enter a '1' to omit 'Bulk' Stocking Type records from report.
Blank is the default and 'Bulk' record types will be printed. |
|
| 14. Enter the Unit of Measure you would like to appear on the report.
If left blank, Primary units will be used. |
|
| POTENCY: | |
| 15. Enter '1' to display all quantities at Standard Potency | |
| LOT EXPIRATION:
16A. Enter '1' to reduce quantity available due to lot expiration. Note: This option will not work with ATP. If this option has to work Option 7 must be set to blank or 2. |
|
| 16B. Enter optional date to be used for expiration calculation when processing option 16A='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: | |
| 17. 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. |
|
| OVER DUE SUPPLY CONTROL: | |
| 18. Enter a '1' to reduce Quantity available due to over due supply.
(If you set '1', over due supply won't affect quantity available or ATP although it will be displayed.) |
|
| FORECAST DISPLAY OPTIONS: | |
| 19. 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. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| REPORT DISPLAY: | |
| 1. Enter the item/location quantity to be printed on the tags:
'1' = On-hand quantity '2' = On-hand + inbound - outbound - committed. (Warehouse Management users) If left blank, only the on-hand quantity will print. |
|
| BARCODE OPTIONS: | |
| 2. Enter the barcode symbology to print:
'1' = Code 39 (3 of 9) '2' = Code 128 If left blank, bar codes will not print. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| REPORT DISPLAY: | |
| 1. Enter the beginning Item Ledger date. | |
| 2. Enter the ending Item Ledger date. | |
| SUMMARIZED MANUFACTURING J/E's: | |
| 3. Enter a '1' to indicate that Manufacturing J/E's are summarized by account. | |
| Enter Document Types associated with: | |
| 4. Inventory Issues | |
| 5. Inventory Completions | |
| 6. Parent Scrap | |
| LOAD AND DELIVERY DOCUMENT TYPE: | |
| 7. Enter the Load and Delivery document type. (This should be same value as used in the Load and Delivery Transaction Server XT49799 document type.)
'CT' is the default. |
|
| DIRECT SHIP LINE TYPE: | |
| 8. Enter the Line Type for Direct Ship Sales Order lines.
If left blank, there will not be a check for direct ship lines. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| REPORT DISPLAY: | |
| 1. Enter a 'Y' to print all items on the report.
Enter an 'N' to print only those items with a variance. If left blank, an 'N' will default. |
|
| 2. Enter the variance percent which will cause only items above this percent to print.
If left blank, all variance items will print. |
|
| 3. Enter the variance count which will cause only the items with a greater variance to print.
If left blank, all variance items will print. |
|
| PROCESSING: | |
| 4. Enter the costing method you want used to calculate the unit cost for each item.
If left blank, the costing method for each item will be retrieved from the Cost Ledger (F4105). |
|
| 5. Enter the document type in the Item Ledger you want excluded from the comparison.
If left blank, all document types will be used. |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| 1. Enter the Date Range for selection From G/L Date: Thru G/L Date: |
| Processing Option | Processing Options Requiring Further Description |
|---|---|
| PROCESS CONTROL: | |
| 1. Enter the lot effective date. The status of any lots that have an effective date less than or equal to this date will be updated to the specified status. | |
| 2. Enter the new lot status code to be used. If left blank, the status will be updated to blank. | |
| 3. Enter the reason code for changing the lot status. If left blank, no code will be written. | |
| 4. Enter up to five lot status codes to be excluded.
a. Lot Status Code 1 b. Lot Status Code 2 c. Lot Status Code 3 d. Lot Status Code 4 e. Lot Status Code 5 |
|
| 5. Enter a '1' to process in final mode. If left blank, processing will be in proof mode only. | |
| 6. Enter a '1' to generate a report.
If left blank, no report will be produced. |