Configuring Approvals Transaction Parameters

Use the Transaction Set Maintenance form to configure parameters for the Approvals transaction.

Open the Transaction Set Maintenance form. If you are configuring parameters that only apply for a specific warehouse, that warehouse is displayed in theWarehouse field. If you are configuring general parameters, which apply by default throughout the application, the Warehouse field is blank and unavailable.
In the Transaction Name column, select Approvals.
Specify this information:

Fill Warehouse

Select this check box to pre-fill the warehouse on the transaction with the warehouse assigned to the user. The user can change this warehouse for a specific transaction if needed.

Successful Message

Select this check box to show a success message when the transaction is successfully completed.

Default Order Type

Select a default order type for this transaction. The user can change this value.
On the Transaction Parameters tab, in the Parameter and Value columns, configure this parameter:

Reference ID in Use

Select this check box to allow users to specify a Reference ID at the beginning of this transaction. For more information, see Reference IDs.
On the Order Type Parameters tab, in the Parameter and Value columns, configure these order type-specific parameters:
Filter by Warehouse

Select this check box to only allow users to inspect items in their current warehouse.

Reject Code

Optionally, specify a default reason code for rejections.

Allow Destroyed Qty Input

Select this check box to allow users to specify an item quantity to destroy.

Destroy Code

Optionally, specify a default reason code for items destroyed during inspection.

Scrap Reason Code

Optionally, specify a default reason code for scrapped items.

Putaway

Select this check box to allow users to perform put away transactions from within this transaction.

Release inbound

This parameter is only displayed if the Putaway parameter is selected. Select this check box to automatically release inbound orders for put away.

Default run no

This parameter is only displayed if the Putaway parameter is selected. This value is always used by the transaction.

Popup Location
This parameter is only displayed if the Putaway parameter is selected. Select this check box to allow users to select put away locations from a list instead of scanning them. If you select this check box, you should also select one of these parameters:
- Use fixed locations
- Use empty locations
- Consolidate inventory
No of Locations

This parameter is only displayed if the Popup Location parameter is selected. Specify the maximum amount of location to display in the popup list.

Use fixed locations

This parameter is only displayed if the Popup Location parameter is selected. Select this check box to only allow users to select put away locations that are defined in ERP LN as fixed locations for the item.

Use Empty Locations

This parameter is only displayed if the Popup Location parameter is selected. Select this check box to display empty locations in the popup list.

Check Capacity

This parameter is only displayed if the Empty Locations parameter is selected. Select this check box to only display locations with sufficient capacity in the popup list.

Check Storage Locations

This parameter is only displayed if the Empty Locations parameter is selected. Select this check box to only display locations that are acceptable for the item in the popup list.

Consolidate Inventory

This parameter is only displayed if the Popup Location parameter is selected. Select this check box to direct inventory transfers to existing stocks of the same item. If you select this parameter, the options list only displays locations containing a positive quantity of the item to be transferred. Users can still manually specify any location.

Highest Inventory First

This parameter is only displayed if the Consolidate Inventory parameter is selected. Select this check box to list locations with the highest quantity of the item first. Clear this check box to list locations with the lowest quantity of the item first.

Include all Fixed Locations

This parameter is only displayed if the Consolidate Inventory parameter is selected. Select this check box to list all fixed locations for the item even if they have a quantity of zero.

Prefill Location
Select this check box to pre-fill the Location field. If you select this parameter, you should also select one of these parameters:
- Use Default Location
- Use fixed locations
- Use LN Logic for inbound
- Consolidate Inventory
Use Default Location

This parameter is only displayed if the Prefill Locations parameter is selected. Select this check box to specify a default location put away location to use for this location.

Default Location

This parameter is only displayed if the Use Default Location parameter is selected. Specify a default put away location for this transaction.

Use fixed locations

This parameter is only displayed if the Prefill Locations parameter is selected. Select this check box to use the first fixed location of the item as the default put away location for this transaction. If the item has no fixed locations, the Location field will be blank.

Use LN Logic for inbound

This parameter is only displayed if the Prefill Locations parameter is selected. Select this check box to use ERP LN's inbound advice rules to specify a default put away location.

Consolidate Inventory

This parameter is only displayed if the Prefill Locations parameter is selected. Select this check box to prefill the location field with either the highest or lowest quantity, depending upon whether the Highest Inventory First parameter is selected, of the item.

Highest Inventory First

This parameter is only displayed if the Consolidate Inventory parameter is selected. Select this check box to use the location with the highest quantity of the item as the default location. Clear this check box to use the location with the lowest quantity.

Crossdocking Enabled

Select this check box to allow users to perform cross transactions from within this transaction.

Print Handling Unit Labels before Crossdock

This parameter is available if you select Crossdocking Enabled. Select to print handling unit barcode labels before performing the crossdock transaction.

Print Serial Labels before Crossdock

This parameter is available if you select Crossdocking Enabled. Select to print serial number barcode labels before performing the crossdock transaction.
Optionally, on the Order Type Parameters tab, select Label Print Parameters to configure label printing parameters for this transaction. See Configuring Label Printing Settings for Specific Transactions, Warehouses, and Order Types for more information.
On the Order Types tab, specify this information for each order type:

Enabled

Select this check box to allow this order type to be used in this transaction.

Specific Parameters

Select this check box to use order-specific parameter settings for this order type. Clear this check box to use the default parameter settings for this order type.
Click Save.