Options Tab

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Enter miscellaneous options in this tab.

Locations - Use locations

Select this option if you are going to use locations to manage inventory. If you select this option, the option becomes read-only when the first transaction occurs.

Note: Select this option to set up stations to support the point of sale function.

Locations - Use primary location as default

Select this option if you want the specified primary location(s) to use as the default for items when you enter a transaction.

Locations - Use warehouse locations

Select this option to specify a location as a warehouse on the Location Maintenance form. You can store inventory in both high level and low level locations. Using warehouses is useful to group lower-level locations at a warehouse level and to summarise information.

You can also run the inventory reorder processes (basic and advanced) at a warehouse level if warehouses are in use, and defined.

Locations - Validate locations

Select this option if you only want to view and select a location when entering a transaction only if it is defined in the Location table on the Defaults tab on the Inventory Item Maintenance form. If this is not selected, you can view all active location when you enter a transaction

Locations - Transfer from

This option is enabled if Warehouse Bin Management isn't in use.

Select the report used when a transfer document is hot-printed from the Inventory Transaction Entry form. Unless to specify a customised report here, leave the default Greentree Desktop report selected.

Use warehouse bin management

See WBM Module Control settings for information about parameters supporting the WBM module.

Locations - Separation character

Select the separation character to use when locations that have multiple levels display.

Use batches

Select this option to use batch control when entering transactions.

Use batch date as posting date

This option enabled if batches are in use. Select the option if you want all transactions within an inventory transaction batch to assume the batch date as the posting date.

Default sales text type

Select a default text type, from one set up on the Text Type Maintenance form. When an inventory line is added to a sales order or invoice, the text for this text type defaults to the line narration field.

You must assign the text type to the item on the Text Maintenance form. You can change this when you enter a transaction.

Default sales text type

Select a default text type, from one set up on the Text Type Maintenance form. When an inventory line is added to a sales order or invoice, the text for this text type defaults to the line narration field. The text type must be assigned to the item in Text Maintenance. You can change this when you enter a transaction.

Default purchase text type

Select a default text type, from one set up on the Text Type Maintenance form. When an inventory line is added to a purchase order, the text for this text type defaults to the line narration field. The text type must be assigned to the item on the Text Type Maintenance form. You can change this when you enter a transaction.

Use Masterfile Audit/Last Journal No

Select this option to generate audit trail reports to track masterfile changes.

Note: If you select this option, you can also audit archived inventory items in the Masterfile Audit Log report.

Item Code Aliases Unique

Select this option if you want item alias codes to be unique.

Default cost price to zero if no last supplier cost

Select this option if the inventory item cost price is to default to zero for transactions if the supplier does not have a last cost value. Do this to enable the user to review and enter a cost when a purchase order or invoice is being entered.

Foreign supplier only

This option is enabled if you select Default cost price to zero if no last supplier cost. If you select this option, the option to default the cost price to zero if no last supplier cost is available will only apply to foreign suppliers.

Transaction line entry method

Use this option to specify the order in which you would like to search for items when you are selecting them in transaction entry forms. If you have defined barcodes and aliases for items, you may search for items by entering the barcode, or alias code, and then pressing F9 to search, instead of using the item code.

To change the search order, click the text, and drag in the box to change sort positions.

Note: If you search for an item using the barcode within transaction entry forms, the unit of measure assigned to the barcode defaults to the transaction line.

Barcodes - Use barcodes

Select this option to maintain barcodes for inventory items, using the Options Maintenance form.

Barcodes - Barcodes unique

Select this option if barcodes entered using the Options Maintenance function must be unique

Supercessions - Use supercessions

Select this option to use Supercessions function (it must be a purchased module, and activated in Company Maintenance/Modules in Use). This enables all menu options for supercession functions.

Supercessions - Allow default change during process

This option is enabled if you select Use supercessions. Select this option to enable the person processing a supercession to change the details defined for a supercession type before processing the supercession.

Use dimension tracking

Select this option to use Dimension Tracking function.

Default tracking to new items

This option is enabled if you select Use dimension tracking. Select this option to select the Inventory Item Maintenance Track dimensions option when a new item is set up.

Default dimension type

This option is enabled if you select Use dimension tracking. You can select a dimension type, which defaults to the Dimension Type field on the Assign Item Dimensions form when you are assigning dimensions to an item for the first time.

Assign dimension by individual serial/lot

This option is enabled if you select Use dimension tracking. It is a data entry option relating to items that are both serial/lot and dimension controlled. If you select this option, dimension details may be entered for an item on a lot (or serial) by lot basis, rather than having to enter dimension details for all selected lots at the same time.

Display all dimensions when entering data

Select this option to display all active dimensions of the item in the dimension data entry table when it is loaded. Only a quantity must be entered for one or more dimensions (leave the quantity as zero for dimensions that do not apply to the transaction).

If you don't select this option, you must select a dimension before entering a quantity.

Enable line quantity calculation/update

Select this option to determine the transaction line quantity for a decreasing effect transaction using a dimension unit calculator. This converts units entered by dimension into a UOM total that can be updated back to the transaction line.

Job Cost Updates Sales History

This option is enabled if you are using the Job Cost module. Select the option if you want an issue to a job to be treated as if it were a sale for reordering.

Note: Selecting this option does not have any effect on AR sales history or analysis.

Exclude Tax in MTD/YTD History

Select this option if you want month and year to date reporting to report values exclusive of tax.

Allow Zero Quantities

Select this option to enable users to enter an inventory transaction with a quantity of zero. This may be required to create a value only invoice for an inventory line.

Keep Warranty Details for Non Serial/Lot items

Select this option to maintain customer and/or supplier warranties for items that are not serial or lot controlled.

Hotprint enabled

Select this option to hotprint a location transfer document from the Inventory Transaction Entry form. The form used is the one selected in the Transfer From field on this form.

Use IN Analysis cost of sales in GL hierarchy

Select this option to use the Cost Of Sales account from Analysis Code Maintenance in the GL Posting Hierarchy for IN transaction types.

If not selected, the sales account from Analysis Code Maintenance is used.

Advanced Pricing Tree - Customer tree

This option is enabled if the Advanced Pricing module is in use.

Select the AR Customer Tree to use as the basis for pricing (for related methods) when defining prices on the Advanced Pricing Maintenance form.

You can only use one tree to set up advanced prices, because customers can belong to multiple trees.

Advanced Pricing Tree - Inventory item tree

This option is enabled if the Advanced Pricing module is in use.

Select the Inventory Item Tree to use as the basis for pricing (for related methods) when defining prices in Advanced Pricing Maintenance.

You can only use one tree to set up advanced prices, because items can belong to multiple trees.

• Cross Functional Hotprinting
• Dimension Calculator
• Supercession Processing
• Inventory Item Maintenance - Defaults
• Warranty Maintenance

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