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 table 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 table 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 topic:

• Work with Program/Field Default Screen

• Create Program/Field Default Screen

• Physical Inventory Upload 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.

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	Select Create to advance to the Create Program/Field Default Screen.
Change a default	Select Change for a default option to advance to the Change Program/Field Default Screen. You can change only the field default. See the Create Program/Field Default Screen for field descriptions.
Delete a default	Select Delete for a default option to delete it.
Display a default	Select Display for a default option to advance to the Display Program/Field Default Screen. You cannot change any information at this screen. See the Create Program/Field Default Screen for field descriptions.

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: Select Create at the Work with Program/Field Default Screen.

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: Selected Unselected
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.

Physical Inventory Upload Defaults

The system checks this table 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 CWSerenade, or uploading a file containing count information. You might choose this second option if you use an external service 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) system control value.

Why do you need defaults? The physical inventory count upload creates these new item location 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 table 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 tables are required, you must specify default settings before processing the upload the first time after you have selected the system control value; otherwise, you would not be able to create the necessary records and process the physical inventory count upload. The system checks the Default Options table for these settings.

Note: The Program for each of the following records should be set to INR0979.

Field	Attributes	Initial Default	Valid Values/ Comments
Location table (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	Selected = pickable Unselected = 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	Selected = location is frozen for replenishments Unselected = 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.
LCL LOCATION CLASS	Alphanumeric, 2 positions; optional	First location class code found in the Location Class table	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 table (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	Selected = this item in this location cannot be reserved in order entry Unselected = this item in this location can be reserved
Item Warehouse table (INIWRE)
ITW ALLOCATE FREEZE	Alphanumeric, 1 position; required	N	Selected = this item in this warehouse cannot be reserved in order entry Unselected = this item in this warehouse can be reserved in order entry

For more information: See Working with the Physical Inventory Upload (WPIU) 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.