Chapter 32: Uploading PO Information (POUL) | Contents | SCVs | Search | Glossary | Reports | XML | Index | Chapter 34: Working with File Sets (WFST) |
Chapter 33: Working with Default Options (WDFT)
Purpose: The Work with Default Options menu option lets you set up values for the system to retrieve automatically. For example, you might define default settings for the system to use when running a report or creating records in a file through a batch process. You can also define default values to pre-fill fields each time you advance to a particular screen.
Note: The system will use the settings in the Default Options file only if the program is set up to do so. At this time, you can set up default values only for the physical inventory upload process.
In this chapter:
• Work with Program/Field Default Screen
• Create Program/Field Default Screen
• Change Program/Field Default Screen
• Display Program/Field Default Screen
• Physical Inventory Upload Defaults
• Create Item Out Trigger Defaults
Work with Program/Field Default Screen
Purpose: Use this screen to review the settings of default fields.
How to display this screen: Enter WDFT in the Fast path field at the top of any menu, or select Work with Default Options from a menu.
INR1125 DISPLAY Work with Program/Field Default 12/19/97 16:32:52 EZK Mail Order
Opt Program Field Name Default
Type options, press Enter. 2=Change 4=Delete 5=Display
INR0979 ITL CASE/PIECE FLAG P INR0979 ITL FREEZE FLAG N INR0979 ITW ALLOCATE FREEZE N INR0979 LCL LOCATION CLASS TS INR0979 LOC CUBIC CAPACITY 1 INR0979 LOC FILL FACTOR 1.00 INR0979 LOC FREEZE N INR0979 LOC HANG/FLAT H INR0979 LOC HEIGHT 1 INR0979 LOC LENGTH 1 INR0979 LOC PICKABLE Y +
F3=Exit F6=Create F12=Cancel F24=Select Company |
Field |
Description |
Program |
The program that uses the default setting. Alphanumeric, 10 positions; optional. |
Field name |
The name of the field to receive the default setting. Alphanumeric, 25 positions; optional. |
Default |
The default setting for the field to take. The attributes of the default vary, depending on the type of field. See Create Program/Field Default Screen. |
Screen Option |
Procedure |
Create a new default |
Press F6 to advance to the Create Program/Field Default Screen. |
Change a default |
Enter 2 next to a default option to advance to the Change Program/Field Default Screen. |
Delete a default |
Enter 4 next to a default option to delete it. |
Display a default |
Enter 5 next to a default option to advance to the Display Program/Field Default Screen. |
Create Program/Field Default Screen
Purpose: Use this screen to create a new default option.
Important: The system does not validate that your entries on this screen are correct or appropriate. Also, your entries must be exact in order for the system to use the default value settings you create. For these reasons, you must take extreme care in setting up default options on this screen. If you are using the physical inventory upload default values, there is a command available to create the defaults for you initially, so that you can then edit their settings as necessary; see Physical Inventory Overview for more information.
How to display this screen: Press F6 at the Work with Program/Field Default Screen.
INR1126 ENTER Create Program/Field Default 12/19/97 16:43:37 EZK Mail Order
Program . Field . .
Enter ONE of the following:
Status . . . (Y,N) Code . . . . (XXXXXXXXXX) Dollar . . . (999999999.99) Percentage . (999.99) Weight . . . (9999.999) Sequence # . (99999) Number . . . (9999999)
F3=Exit F12=Cancel |
Field |
Description |
Program |
The program that will use the default option setting. The program that uses the physical inventory upload settings is INR0979. Alphanumeric, 10 positions. Create screen: required Change screen: display-only. |
Field |
The name of the field that will take the default value you enter below. Alphanumeric, 25 positions; required. |
Change screen: the following fields are display-only. Create screen: only one of the following fields is also required: |
|
Status |
Valid values are: Y = Yes N = No |
Code |
Alphanumeric, 10 positions. |
Dollar |
Numeric, 11 positions with a 2-place decimal. |
Percentage |
Numeric, 5 positions with a 2-place decimal. |
Weight |
Numeric, 7 positions with a 3-place decimal. |
Sequence number |
Numeric, 6 positions. |
Number |
Numeric, 7 positions. |
Completing this screen: Complete the Program and Field fields and one of the remaining fields.
Change Program/Field Default Screen
To change: Enter 2 next to a default option at the Work with Program/Field Default Screen to advance to the Change Program/Field Default screen. You can change only the field default. See Create Program/Field Default Screen for field descriptions.
Display Program/Field Default Screen
To display: Enter 5 next to a default option at the Work with Program/Field Default Screen to advance to the Display Program/Field Default screen. You cannot change any information on this screen. See Create Program/Field Default Screen for field descriptions.
Physical Inventory Upload Defaults
The system checks this file to retrieve default settings when creating Location, Item Location, and Item Warehouse records as the result of an upload physical inventory counts process (fast path = MPIU).
About physical inventory upload. When you are running a physical inventory, you have the option of entering counts interactively through CWDirect, or uploading a file containing count information. You might choose this second option if you use an external service, such as RGIS, to count inventory.
Why create new records? When you upload physical inventory count information, it is possible that you might not have a record of a particular item in a certain location in your warehouse; you might not even have a record of that location in your warehouse at all. However, the upload file might indicate that you have a quantity of that item on-hand in that location. In this case, you have the option of creating the appropriate Location, Item Location, and Item Warehouse records. This option is controlled by the Create Location/Item Location/Item Warehouse from PI Upload (F09) field in the System Control file.
Why do you need defaults? The physical inventory count upload creates these new records as part of a batch process, so you do not have an opportunity to indicate the settings to use for any of the required fields. For this reason, you should use the Default Options file to store default settings for the system to use when creating the records. You would choose default settings that will most often be correct for the records you create. Once the records are created, you can change individual records from the defaulted values when necessary.
Setup: Because certain fields in the Location, Item Location, and Item Warehouse files are required, you must specify default settings before processing the upload the first time after you have set the system control value to Y; otherwise, you would not be able to create the necessary records and process the physical inventory count upload. The system checks the Default Options file for these settings. Because each field name must be an exact match for the system to recognize it, the easiest way to create these defaults initially is to type at a command line while CWDirect is running:
CALL INR1134 PARM('' x'999F')
where 999 represents the number of the company where you are working. If the company number is less than three positions, you must pad it with zeroes (for example, 027).
The table below describes the fields that you create in the Default Options file through the command described above:
Field |
Attributes |
Initial Default |
Valid Values/ Comments |
Location file (INLOC) |
|||
LOC CUBIC CAPACITY |
Numeric, 7 positions; optional |
|
|
LOC HANG/FLAT |
Alphanumeric, 1 position; required |
H |
F = flat H = hang |
LOC HEIGHT |
Numeric, 3 positions; optional |
|
|
LOC LENGTH |
Numeric, 3 positions; optional |
|
|
LOC PICKABLE |
Alphanumeric, 1 position; required |
N |
Y = pickable N = not pickable |
LOC STOCK TYPE |
Alphanumeric, 3 positions; optional |
DEF |
DEF = defective RTV = return to vendor |
LOC TYPE |
Alphanumeric, 1 position; required |
B |
B = bulk P = primary S = secondary T = temporary |
LOC UNIT CAPACITY |
Numeric, 7 positions; optional |
|
|
LOC WEIGHT CAPACITY |
Numeric, 7 position with a 2-place decimal; optional |
|
|
LOC WIDTH |
Numeric, 3 positions; optional |
|
|
LOC FREEZE |
Alphanumeric, 1 position; required |
N |
Y = location is frozen for replenishments N = location is not frozen for replenishments |
LOC PICKING SEQUENCE |
Numeric, 7 positions; optional |
|
You can use picking sequence to generate pick slips sorted in a different order than by location code. |
LOC FILL FACTOR |
Numeric, 5 positions with a 2-place decimal; optional |
|
You can use the fill factor percentage to indicate location capacity for the suggest location placement process at purchase order receiving. |
FRQ FREQUENCY |
Alphanumeric, 1 position; optional |
First frequency code found in the Frequency file |
If you have not set up any frequency codes no default option will be created. See Working with Frequency Codes (WFRQ). |
LCL LOCATION CLASS |
Alphanumeric, 2 positions; optional |
First location class code found in the Location Class file |
If you have not set up any location class codes, no default option will be created. See Creating and Maintaining Location Classes (WLCL). |
Item Location file (INILOC) |
|||
ITL CASE/PIECE FLAG |
Alphanumeric, 1 position; optional |
P |
P = piece C = case This field is not currently implemented in the system. |
ITL FREEZE FLAG |
Alphanumeric, 1 position; required |
N |
Y = this item in this location cannot be reserved in order entry N = this item in this location can be reserved |
Item Warehouse file (INIWRE) |
|||
ITW ALLOCATE FREEZE |
Alphanumeric, 1 position; required |
N |
Y = this item in this warehouse cannot be reserved in order entry N = this item in this warehouse can be reserved in order entry |
For more information: See Working with the Physical Inventory Upload for complete information on the system control values that affect whether you can create records through the physical inventory counts upload, the process you use to create the Default Option records initially, and a complete overview of the process. Also, see the Physical Inventory Item Location Audit Report for the report generated when the system creates item locations.
Create Item Out Trigger Defaults
Overview: The Create item out trigger field in the menu options listed below indicates whether to create CWItemOut triggers. The screens include this option only if the Create Generic Item Transaction Download Trigger Records (J52) system control value is set to Y. See Generic Item Download API for an overview on this API.
Menu Option |
Program(s) |
CPR0043, INR0885 |
|
CPR0014 |
|
INR0533 |
|
INR0529, INR1063, INR1064, INR1065, INR1066 |
|
INR0525 |
|
INR0713, INR0716 |
|
OER0619, OER0620, OER0621 |
|
INR1064 |
|
INR0523, INR0682, INR0911 |
|
INR1914 |
|
INR1775, INR1776 |
|
INR1521 |
|
INR0886 |
|
INR1051, INR1783 |
Chapter 32: Uploading PO Information (POUL) | Contents | SCVs | Search | Glossary | Reports | XML | Index | Chapter 34: Working with File Sets (WFST) |
SO03_06 CWDirect 18.0 August 2015 OTN