Main Tab

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Use this tab to setup system-wide manufacturing controls.

Auto issue on commit

Select this option to make Auto issue on commit the default inventory issue option when creating a factory order. Materials are issued when they are committed to a factory order. You can change the inventory issue option during factory order entry.

Backflush materials

Select this option to make Backflush materials the default inventory issue option when a factory order is created. Materials are issued when the factory order is received. You can change the inventory issue option during factory order entry.

Transaction Types

Issue materials

Select the transaction type to use when materials are issued when entering a transaction.

Receipt factory orders

Select the transaction type to use when factory orders are receipted when you enter a transaction.

Return materials

Select the transaction type to use when materials are returned when entering a transaction.

Write-off materials

Committed materials

Select the transaction type to use when committed materials are written off when you enter a transaction. Write-off materials are not costed against the factory order.

Issued materials

This is a system transaction type for material write-offs when the materials have already been issued. It does not update the last or average cost of the inventory item and has no effect on inventory as these values have previously been updated about the order.

This transaction type credits the issue transaction type general ledger account and debits the FO write-off general ledger account, using the original issued unit cost.

This transaction type is set up when a new company is created. Write-off materials are not costed with the factory order.

Allow over issues

Select this option to enable a material issue quantity that is greater than the material required quantity, when materials are issued when entering a transaction.

Allow over receipts

Select this option to enable a factory order receipt that is greater than the required factory order quantity.

Factory Order Parent Item's Serial/Lot Number

This section is enabled if the Inventory Serial/Lot Tracking module is in use.

Assign serial/lot number on commit

If you select this option, you must enter the serial/lot number for a parent item on the FO Entry form when materials are committed. If you don't select this option, you can enter serial/lot numbers before receiving the order. You must enter them when you receive the order.

Note: If this option is selected, and there are already orders in Greentree Desktop that have committed materials, enter the serial/lot numbers for those parent items on the FO Receipt form.

Auto assign serial/lot number

This option is enabled if you selected the previous option.

Select this option to assign a serial/lot number to the parent (multiple if parent item is controlled by serial number and the quantity is more than one) when materials are committed to the order. Greentree Desktop creates the serial number using the format and length parameters on the Inventory Item Maintenance form, and the Next number assigned here.

Next number

This field is enabled if you selected the previous option. It represents the next number used by Greentree Desktop when a serial/lot number is assigned to a parent item when committing materials on the FO Entry form.

Branch

Select the branch to assign as the default when you enter a transaction.

Default IN Costing Method for Bills

Select the costing method to be assigned as the default costing method when you create a new bill of material.

Automatically generate factory order number

Select this option to generate factory order numbers during factory order entry. If you don't select this option, you must enter a unique number when an order is created.

Factory Order Numbers: Start/End/Last

If you have selected Automatically generate factory order numbers, enter the start and end order numbers to use when assigning numbers to new orders. When the numbers assigned reach the End number entered here, you must reset these parameters.

The Last number is a read-only field that displays the last number that was assigned to an order.

Serial/lot numbers required at FO Entry for backflush

This option is enabled if serial/lot tracking is in use.

If you select this option, you must to enter serial/lot details when committing material components on the FO Entry form.

If the option is not selected, you don't need to enter serial/lot details until the factory order is received using the FO Receipt form.

Reason

Select the reason code assign when creating the remaining quantity transactions when a factory order is completed.

Return/Uncommit

Select this option if you want the remaining factory order quantities to be un-committed or returned when an order is completed.

If materials have been committed, but not issued, this reduces the Committed to factory orders quantity for component items by the quantity of the adjustment. No general ledger transaction occurs.

If the materials have already been issued, an inventory transaction is generated, based on the Return materials transaction type defined on this form.

Used

Select this option to use factory order quantities remaining when an order is completed. This option generates an inventory transaction, based on the Issue materials transaction type defined on this form.

Write-off

Select this option to write off factory order quantities remaining when an order is completed. This option generates an inventory transaction, using the Write-off materials transaction type defined on this form.

• Factory Order Receipt Lines
• IN Transaction Type Maintenance
• Manufacturing User Preferences
• Inventory Serial/Lot Tracking
• FO Entry
• FO Receipt
• IN Inventory Item Maintenance

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