Creating a department record

  1. Select Setup > Department.
  2. Click New.
  3. Specify this information:
    Department
    Specify a name for the department.
    Description
    Specify a description for the department.
    Non-Stock Trans $ Limit
    Specify an amount to limit the nonstock transactions for the department. When the limit is reached, a user cannot add the nonstock to the issue. If Allow Override of $ Limits is selected, a warning is displayed but the user can add the nonstock to the issue. If a return is processed, the department’s current daily limit is decreased by the return amount.
    $ Limit Amt

    To specify a limit amount, select the option and then specify the amount.

    Limits are calculated by multiplying the issued quantity by the price or cost of the product. If the product is distributor-owned, the price is used. If the product is customer-owned, the cost is used. If a return is processed, the employee’s current daily limit amount is decreased by the return amount.

  4. To assign supervisors for the department:
    1. Click the lookup icon.
    2. Select one or more supervisors.
    3. Click the Close icon.
  5. Click Submit.