Inventory Business (IBS) - Rules

  1. These fields indicate the required transaction reference formats to be used in the Inventory processes. These must already have been set up using Transaction References (TRS). Multiple sequences can be implemented by using the Transaction Reference Analysis Structures function. Specify this information:
    Receipt Note Ref Format
    The receipt note reference format.
    Transfer Reference Format
    The transfer reference format.
    Receipt Reference Format
    The receipt reference format.
    Issue Reference Format
    The issue reference format.
    Picklist Reference Format
    The picklist reference format.
    Dispatch Reference Format
    The dispatch reference format.
  2. The inventory can be counted on a random cyclic basis, rather than all items being counted in each inventory count. To set this up, enter the number of times a year the Inventory is counted and the frequency that items will be included in the count. Specify this information:
    Inventory Count Cyclic Freq
    The frequency that items are counted each year. For example, if the Inventory Counts Per Year field is set at 12, and this field is set at 4, an item is counted on every third inventory count.
    Inventory Counts Per Year
    The number of times a year the inventory is counted.
    Automatic Location Lock
    If this box is checked, locations are locked automatically if discrepancies occur outside of permitted tolerances.

    The following options are also available on the Rules tab:

    Allow Negative Inventory
    If this box is checked a negative inventory quantity is allowable. You must also enable operator groups to enter transactions leading to negative values using Miscellaneous Permissions, via the Security.
    Note: Negative balances mean that average costs become incorrect.
    Default Receipt Note Doc
    The default format for the receipt note if it is not specified next to the stage or supplier. This must already have been set up using Document Format (DFS).
    RN Control Values Required
    If this box is checked control totals are used for the quantities received on receipt notes. The values that are totaled are defined in the values section of the movement type.
    RN Allow Multiple Suppliers
    If this box is checked, purchase orders/invoices from more than one supplier can be matched to a receipt note. If it is not checked, only purchase orders/invoices from one supplier can be matched to a receipt note.
    Whole Line Only
    Check this check box to enforce whole processing for movement orders.
    Whole Orders Only
    Check this check box to enforce whole processing for movement orders.
    Pick List Sequence
    If the document format defined for a sales type is set to normal printing, this option allows you to set the sort order for generating the transaction references, allowing you to combine appropriate order lines on picking lists. Available options are to sequence by warehouse, order reference, location, or to leave as control desk to use the order as extracted, which is recommended for pre-printed stationery.
    Dispatch Note Sequence
    If the document format defined for a sales type is set to normal printing, this option allows you to set the sort order for generating the transaction references, allowing you to combine appropriate order lines on dispatch notes. Available options are to sequence by warehouse, order reference, location, or to leave as control desk to use the order as extracted, which is recommended for pre-printed stationery.
  3. Save your changes.