Inventory Preferences

The sequence to be used to generate reference numbers for kit assembly documents.

This box is available only if the Kit Assembly feature is enabled on the Enable/Disable Features (CS101000) form.

The sequence to be used to generate reference numbers for replenishment documents.

This box is available only if the Inventory Replenishment feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that you select to indicate that the system should replan received quantities (update plan types) for sales orders with the Back Order status on release of inventory receipts.

If this check box is selected, you can run the Create Shipments process on the Process Orders (SO501000) form for back orders that can be fulfilled by the received quantities. If this check box is cleared, after release of receipts, you have to open the back orders first (by using the Open Orders command on the Process Orders (SO501000) form) when you need to create shipments or you have to create shipments for back orders on a per-order basis.

A check box that defines whether inventory documents with the On Hold status affect the calculation of the item availability.

If the check box is selected, the items in the inventory documents—that is, issues, receipts, transfers, assemblies/disassemblies, adjustments)—with the On Hold status are allocated and the system considers the quantities of items in such documents for item availability calculation. Also, such documents are shown on the Inventory Summary (IN401000) and Inventory Allocation Details (IN402000) forms, and the system validates the availability of lot- or serial-tracked items by lot or serial numbers.

If the check box is cleared, the system does not consider the quantities of items in documents with the On Hold for item availability calculation.

When you change the state of the check box on an instance with existing data, you must run the inventory recalculation for the warehouses.

The account to be used as the AR clearing account for inventory issues (of the Invoice, Debit Memo, and Credit Memo types) that originate on inventory forms and are not yet associated with any customer. This account will accrue the amounts to be received from customers for the items affected by the issues.

If an issue entered manually on the Issues (IN302000) form has a nonzero value specified in the Ext. Price column for a line, the system generates additional journal entries, one to a sales account and another to this AR clearing account. After that, when creating an invoice for a particular customer, you can move the specified amount from this AR clearing account to the customer's AR account.

For more information, see Inventory Issue Processing.

The branch assigned to the in-transit warehouse, which is a hidden warehouse stock items become associated with when they have been issued from the source warehouse but have not yet been delivered to the destination warehouse.

The account to be used to accumulate the amounts on uncompleted transfers.

See Two-Step Transfers: General Information.

The account to be used for work-in-progress transactions generated for kits in the processes of kit assembly and disassembly.

This box is available only if the Kit Assembly feature is enabled on the Enable/Disable Features (CS100000) form.

For more information, see Inventory Item Kits.

The subaccount to be used for the work-in-progress transactions generated for kits.

This box is available only if the Kit Assembly feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates to the system (if selected) that inventory transactions are posted to the general ledger.

If this check box is cleared, the general ledger is not updated by the inventory transactions. You can clear the check box temporarily if, for instance, you need to import the historical inventory transactions after you imported the trial balance.

A check box that allows (if selected) the posting of batches with summary data (summed by account and subaccount pair) to the General Ledger. For these transactions, accounts that allow posting of summary values should be used.

If the check box is cleared, the batches may contain multiple journal entries for the same account and subaccounts pairs.

The reason code to be used by default for the documents with the Assembly and Disassembly type on the Kit Assembly (IN307000) form—that is, for assembly and disassembly documents—in which the cost variance should be recorded in the system.

In assembly documents, the system inserts this reason code in the Reason Code column on the Stock Components tab of the Kit Assembly (IN307000) form for stock components that do not have a reason code when the assembly document is released.

In disassembly documents, the system inserts this reason code in the Reason Code box in the Summary area of the Kit Assembly (IN307000) form.

The reason code to be used by default for the documents with the Production and Disassembly type on the Kit Assembly (IN307000) form,—that is, for assembly and disassembly documents—in which the cost variance should be recorded in the system.

For assembly documents, the system specifies this reason code in the Reason Code column on the Stock Components tab of the Kit Assembly (IN307000) form for stock components that do not have a reason code when the assembly document is released.

For disassembly documents, the system automatically specifies this reason code in the Reason Code box in the Summary area of the Kit Assembly (IN307000) form.

The printer to be used by default for printing operations.

This column is available only if the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that on the Scan and Receive (IN301020) form, the system applies the quantity entered by the user as the default quantity of each receipt line.

If the check box is cleared, the system applies the quantity entered by the user to only the receipt line that is currently being processed.

A check box that indicates (if selected) that on the Scan and Receive (IN301020) form, the system applies the default reason code specified in the Receipt Reason Code box to inventory receipts.

If the check box is cleared, a user must scan the barcode of the appropriate reason code for at least the first line in a receipt.

A check box that indicates (if selected) that on the Scan and Receive (IN301020) form, the system prompts a user to scan the location barcode before the user scans the barcode for each stock item.

If the check box is cleared, the user first scans the location barcode and then scans as many barcodes as are necessary for stock items to be received in this location. To start receiving items in another location, the user scans the barcode of this location before scanning the item barcodes.

A check box that indicates (if selected) that on the Scan and Issue (IN302020) form, the system applies the quantity entered by the user as the default quantity of each issue line.

If the check box is cleared, the system applies the quantity entered by the user to only the issue line that is currently being processed.

A check box that indicates (if selected) that on the Scan and Issue (IN302020) form, the system applies the default reason code specified in the Issue/Return Reason Code box to inventory issues.

If the check box is cleared, a user must scan the barcode of the appropriate reason code for at least the first line in an issue.

A check box that indicates (if selected) that on the Scan and Issue (IN302020) form, the system prompts a user to scan the location barcode before the user scans the barcode for each stock item.

If the check box is cleared, the user first scans the location barcode and then scans as many barcodes as are necessary for the stock items to be issued from this location. To start issuing items from another location, the user scans the barcode of this location before scanning the item barcodes.

A check box that indicates (if selected) that on the Scan and Transfer (IN304020) form, the system applies the quantity entered by the user as the default quantity of each transfer line.

If the check box is cleared, the system applies the quantity entered by the user to only the transfer line that is currently being processed.

A check box that indicates (if selected) that on the Scan and Transfer (IN304020) form, the system applies the default reason code of the Transfer usage created on the Reason Codes (CS211000) form to inventory transfers.

If the check box is cleared, a user must scan the barcode of the appropriate reason code for at least the first line in a transfer.

A check box that indicates (if selected) that the system automatically inserts an available lot or serial number of an item when the user scans the item barcode.

If the check box is cleared, a user must scan the barcode of the lot or serial number after scanning the item barcode.

This check box is available only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features form.

A check box that indicates (if selected) that on the Scan and Transfer (IN304020) form, the system prompts a user to scan the barcodes of the origin and destination locations before the user scans the barcode for each stock item.

If the check box is cleared, the user first scans the barcodes of the origin and destination locations and then scans as many barcodes as are necessary for the stock items to be transferred between these locations. To start transferring items between other locations, the user scans the barcode of the origin location and of the destination location before scanning the item barcodes.

A check box that indicates (if selected) that on the Scan and Count (IN305020) form, the system applies the quantity entered by the user as the default quantity of each line of a physical inventory document.

If the check box is cleared, the system applies the quantity entered by the user to only the line of the physical inventory document that is currently being processed.