Inventory Configuration Options

The Inventory Configuration Options allow administrators to configure general settings for the Inventory module. Only users with appropriate administrative rights can access this option.

To set inventory configuration options:

1. Open the Administration Menu page.

2. Under the INVENTORY ADMIN heading, click Configuration Options.

3. (Advanced Inventory Only) In the Advanced Inventory Number Formats pane, specify values for any of the following options to indicate the desired prefixes for Inventory transaction numbers.

   1. Issue# Format – Enter a value to be used as the prefix for item issue transactions. For example, entering ISS would create item issue transactions such as ISS102.
   2. Supply Issue# Format – Enter a value to be used as the prefix for supply issue transactions. For example, entering SUP would create a supply issue transaction such as SUP101.
   3. Receipt# Format – Enter a value to be used as the prefix for receipt transactions. For example, entering REC would create receipt transactions such as REC34.
   4. Transfer# Format – Enter a value to be used as the prefix for transfer transactions. For example, entering TRN would create transfer transactions such as TRN777.
   5. Adjustment# – Enter a value to be used as the prefix for adjustment transactions. For example, entering ADJ would create adjustment transactions such as ADJ22.
   6. Return# Format – Enter a value to be used as the prefix for return transactions. For example, entering RTN would create return transactions such as RTN402.
   7. Physical Count# Format – Enter a value to be used as the prefix for physical count transactions. For example, entering PHY would create physical count transactions such as PHY14.
   8. AVG Moving Unit Cost ADJ # Format – Enter a value to be used as the prefix for the average unit cost adjustment on an inventory item. For example, entering UCA would create a supply issue transaction such as UCA123.
   9. Item Barcode Format – For both Basic and Advanced Inventory, a Barcode Format may be specified. The current options available are Code 39 and Code 128b, with the default set to Code 39. This setting controls the format of the barcode that may be recorded, displayed, and printed from the Inventory Item Details page.

   Transactions are numbered sequentially within each transaction type. For example, the first item issue transaction might be ISS1 and the first transfer transaction might be TRN1.

   For your reference, the current number of each type of transaction is displayed. If you change the transaction number prefix, the transaction number is not reset. For example, if you change your transfer prefix after 3 transfers have been performed, you transaction numbers might be TRN1, TRN2, TRN3, XFER4, XFER5, and so on.

4. In the Re-Order Calculation pane, specify any of the following values.

   1. In the Use PO Quantity field, select Yes to indicate that re-order quantities should be decreased by the quantity of items that are currently on open purchase orders but have not yet been received.

      For example, if On Hand = 100, Reorder Point = 200, and 30 items are on open purchase orders, the Re-Order quantity = 70.

   2. In the Use Encumbered WO Quantity from PO field, select Yes to indicate that items on purchase orders that are associated with a work orders are omitted from re-order calculations.

      For example, if On Hand = 100, Reorder Point = 200, and 30 items are on open purchase orders, but 10 of these items are on purchase orders associated with work orders, the Re-Order quantity = 80.

      Note:

      If you set the Use Encumbered WO Quantity from PO setting to Yes, then the Use PO Quantity setting must also be set to Yes to avoid an invalid calculation of the reorder quantity.

   3. (Advanced Inventory Only) In the Use Reserved Quantity field, select Yes to decrease the available quantity of items by the number of items that are reserved in shopping carts.

      For example, if On Hand = 100 and 15 items are in checked-out shopping carts, the Available quantity = 85.

   4. (Advanced Inventory Only) In the Use PR Quantity field, select Yes to indicate that re-order quantities should be decreased by the quantity of items that are currently on open purchase requisitions but have not yet been received,

5. (Advanced Inventory Only) In the Advanced Inventory Options pane, specify any of the following values.

   1. In the Enable Quick Transfer field, select Yes to enable the Quick Transfer option on the Inventory Transactions Transfer page. Enabling this feature allows users to perform a transfer out/transfer in transaction in a single step.

   2. In the Allow Negative On Hand Quantities field, select Yes to allow users to perform inventory transactions that would allow the on-hand quantity of an item to become negative.

   3. In the Allow Cart to Request More Than Avail field, select Yes to allow users to add more items to a shopping cart than the current on-hand quantity of that item.

6. Click UPDATE.