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)
Maintaining Item/SKU/Offer (CPIM)	CPR0043, INR0885
Copying SKU/Offer Records (CSKO)	CPR0014
Copying Item Warehouse Information (MCIW)	INR0533
Copying SKU Offer Information (MCSO)	INR0529, INR1063, INR1064, INR1065, INR1066
Submitting Deferred SKU Offer Updates (MDSS)	INR0525
Creating Item/SKU Offers (MISO)	INR0713, INR0716
Initializing an Offer (MOFI)	OER0619, OER0620, OER0621
Updating SKU Offer Prices (MUSK)	INR1064
Updating Item/SKU Offers (MUSO)	INR0523, INR0682, INR0911
Updating SKU Pricing, Handling Options, or Status (MUSP)	INR1914
Working with Retail Integration Item Upload (RIIU)	INR1775, INR1776
Working with Item/SKU Offer Upload (WISU)	INR1521
Working with Offers (WOFR)	INR0886
Working with Offer Overrides by Item Class (WSOI)	INR1051, INR1783