Defaults Tab

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Enter general defaults on this tab, along with unit of measure, advanced reordering, and kitset options.

Analysis code

Select a default analysis code to default to all new items when they are set up in Inventory Item Maintenance. You can change this by item.

Decimal inventory unit

Select the number of decimal places to use as the default for all new items when they are set up in Inventory Item Maintenance. You can change this by item.

Stocktake cycle

Select the default stocktake cycle to use as the default for all new items when they are set up in Inventory Item Maintenance. You can change this by item.

Branch

Select the default branch to default to inventory transactions entered using the Inventory Transaction Entry function. You can change this for individual transactions.

Price book

Select the default price book to default to inventory transactions entered using the Inventory Transaction Entry function. For transactions where a customer is selected, the default price book assigned to the customer is used. You can change price books during transaction entry.

Reorder type

Select the default reorder type to use as the default for all new items when they are set up in Inventory Item Maintenance. You can change the reorder type by item.

Location

Select the location to use as the default during transaction entry, where locations are in use and a primary location has not been specified in Inventory Item Maintenance.

Allow negative available

Select this option to set the option to Allow negative available as the default for new items when they are set up in Inventory Item Maintenance.

Allow negative on hand

This option is enabled if the option Allow negative available is selected.

Select the option if you want the Allow negative on hand option to be the default for new items when they are set up in Inventory Item Maintenance.

If you allow item over-selling and you use an average costing method, an automatic cost adjustment transaction may be required to ensure the item's average cost is calculated correctly when the item is received subsequent to an over-sell.

Generated supplier details are active

Select this option if you want supplier details to default to active for inventory items.

Status

Select the item status to use as the default for all new items set up in Inventory Item Maintenance. You can change this by item.

Budget Sequence

If you are using the Budgets sub module, select a sequence to default to IN Budget Maintenance when you set up a new budget.

JC Activity Code

If you are using the Job Cost module, you can select a default JC Activity Code to default to new items set up in Inventory Item Maintenance.

Units of measure - Purchasing

This enabled if you are using the Volume/Unit Conversions sub module. Select the purchasing unit of measure to be used as the default for all new inventory items when they are set up in set up in Inventory Item Maintenance. You can change this by item.

Units of measure - Selling

This enabled if you are using the Volume/Unit Conversions sub module. Select the selling unit of measure to be used as the default for all new inventory items when they are set up in set up in Inventory Item Maintenance. You can change this by item.

Units of measure - Inventory

Select the unit of measure to use as the default stocking unit for all new inventory items set up Inventory Item Maintenance. You can change this by item.

Advanced Reordering/Forecast Details

Default Calendar

This is enabled if either the Advanced Reordering or Manufacturing Forecasting sub module is in use.

Sales Analysis Period Type & No. of periods (frequency)

This is enabled if either the Advanced Reordering or Manufacturing Forecasting sub module is in use.

Default Calculation Method

This is enabled if either the Advanced Reordering or Manufacturing Forecasting sub module is in use.

Inventory quantity based on

Select On-hand or Available as the quantity base on which to perform the re-order calculation.

Multiple Adjustment Transaction Types

Select a default increasing and decreasing IN transaction type to use on the IN Multiple Adjustment Entry form.

Kitset Options

These options will only be applicable if you are using the Kitsets module.

Do not display details during transaction entry if required quantities are available

When a kitset parent is not stocked, the item is made during transaction entry, using the availability of component items. Select this option if you do not want to view component detail during transaction entry, as long as there is enough component inventory to satisfy the order to make the required quantity of the non-stocked parent.

If you don't select this option, the kitset component detail form displays during transaction entry, regardless of availability.

Location View Options - Select location/Select warehouse/All

If you are using locations, select the location viewing option that you want to default to kitset functions when you view component detail at a location level.

Issue Components to Parent - at Cost/at Selling Price

Select the issue components to parent default that you want to default to new kitsets when they are set up in Kitset Maintenance.

Sell Transaction - Total of all Component Items/Per Parent Item

Select the sell transaction default that you want to default to new kitsets when they are set up in Kitset Maintenance.

Issue Transaction Types

Select the debit and credit transaction types that Greentree uses when it creates adjustment transactions when kitset parents are made. These will also default to the Disassemble Kitset process form but you can change the types before processing.

• IN Inventory Item Maintenance
• Over-selling Auto-Cost Adjustment
• Kitset Parent Make-to-Stock
• Kitset Maintenance
• Advanced Reorder Process Setup
• Forecast Generation
• Basic Reordering

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