Setup Options

This indicates your pre-printed stationery is a combined remittance and check.

This prints checks and remittances on separate stationery or printers (e.g. you can print your checks on pre-printed stationery and your remittances on pre-printed stationery or using MS Word or SRS printing).

This indicates that you only want to print remittances (e.g. you typically pay your suppliers electronically).

This indicates that you want to configure your check print requirements against the bank.

Enter the cut-off % for variances arising when matching the value of supplier invoices to the value of selected GRN line(s).

If Inventory is integrated to GL and the difference is less than this % then the variance is posted to the GRN suspense account. Otherwise it is posted to the Purchase price variance account.

If Inventory is not integrated to GL and the difference is more than this % then the variance is posted to the Default merchandise account. Otherwise it must be allocated manually.

This revalues all invoices released for payment and generates a revaluation value for any exchange rate variance created.

This option is only enabled when you select Default to currency table rate.

The exchange variance is posted to the Realized variance account account defined in the AP Currency Variance GL Interface program. If not defined, then the variance is posted to the Exchange variance account defined against the bank.

This posts checks to the Cash Book module as withdrawal entries at the time of printing the Payment Cycle Maintenance report.

This ages invoices according to the last seven period end dates. An invoice is defined as current if the invoice date is after the last period end date.

This ages invoices according to the last seven period end dates. An invoice is defined as current if the invoice date is after the second last period end date.

This ages invoices according to the difference between the invoice date and the system run date.

This ages invoices according to the due date of the invoice. This is calculated as the invoice date plus the days till due as defined within the AR Invoice Terms program. The invoice remains current for as long as the due date remains greater than the ageing date.

This indicates whether debit or credit notes must be generated when settlement discount is processed as part of a customer's payment.

Local tax regulations may require generating a credit note when settlement discount is processed against a customer payment and a debit note when a payment that includes settlement discount is reversed.

The As required option generates discount credit and debit notes if this is selected in the AR Payments and Adjustments program.

This option (together with the payment type defined against the deposit slip details) determines how AR payments are posted to Cash Book. The Bank deposit slip required option must be enabled to integrate AR payments to Cash Book.

This overrides the Cash Book integration level when capturing AR payments and is enabled if integration is set to Posted by cash journal.

Individual transactions are created for each payment with a type of Check.

A single transaction per journal is created for the total of all payments with a type of Cash.

A single transaction is created per journal for the total of all local currency payments with a type of Other and individual transactions are created for each foreign currency payment.

This consolidates the payment types (cash, check, other, post dated checks) into one amount before integrating to Cash Book.

This posts book value depreciation to GL according to the settings defined for asset integration.

This posts book value depreciation values to the GL code defined against each asset. You can only access this option after completing an Asset month end and before running the Asset Depreciation Calculation for the current month. This is to prevent you changing the integration method between routines.

The system will not calculate the (historical) book and tax depreciation automatically up to the end of the last financial month (i.e. no catch-up depreciation is calculated). You will need to enter the historical depreciation information for each prior period and year manually using the Asset Acquisition program

The system will not calculate the (historical) book and tax depreciation automatically up to the end of the last financial month. You will need to enter the historical depreciation information for the prior periods manually using the Asset Acquisition program.

The system calculates the (historical) book and tax depreciation automatically up to the end of the last financial month.

A brought forward balance is created, which could mean that historical reports may not balance to current year reports. This is typically only useful in take-on situations.

The system attempts to spread the book value depreciation across historical periods depending on the period end dates defined for the Assets Register module and the Start depreciation date defined against each asset.

When you add an asset into a prior year, Addition and Catch-up depreciation (accumulated) entries are created plus the current year entries.

Regardless of your selection here, tax (wear and tear) depreciation is always calculated automatically up to the end of the last financial month.

The system calculates the (historical) book and tax depreciation automatically up to the end of the last financial month and places the total value of the historical depreciation into the current period. No 'brought forward' balance is created.

Indicate the basis of depreciation for the book value of your assets.

Indicate the basis of depreciation for the tax value of your assets.

Period

This calculates the current period depreciation at period end.

Year

This recalculates the full current year's depreciation at each period end.

Life of asset

This recalculates depreciation for the full life of the asset.

Indicate the basis for depreciation for each of the Alternate valuations of your assets.

Indicate the date convention you require for book value depreciation.

Indicate the date convention you require for tax value depreciation.

Indicate the basis for depreciation for each of the Alternate valuations of your assets.

This defaults to viewing the ledger file in ledger code sequence.

This defaults to viewing the ledger file in ledger description sequence.

This indicates the level at which you require variable budget amounts to be spread across each period of the year.

By company

This applies the spread to all ledger codes in the company.

By group

This applies the spread to ledger codes according to the groups to which they are assigned.

If you indicated that unit of measure conversion factors are theoretical then your entry here indicates the cut-off percentage at which the stocking quantity to dispatch is allowed to deviate from the calculated percentage before it is rejected.

This lets the dispatch of a quantity to exceed the order quantity on a sales order line. You won't be able to over-dispatch kit type items if the Retain original order quantity when over-dispatching option is also enabled.

This retains the original order quantity against the sales order when the corresponding dispatch note is over dispatched. You will be unable to over dispatch kit type items if this option is enabled.

This allows the dispatch of a quantity that is less than the order quantity on the sales order line. When using the Dispatch Note Review program, you can under-dispatch the order line and mark the line as complete if no further dispatching against the line is required.

This lets you change the status of a dispatch note to 3 (ready to print) when maintenance is performed on a dispatch note that has been previously printed (i.e. Status 5 - dispatch printed).

This prints dispatch note lines even if the quantity to dispatch is zero.

This lets the operator change the status of a dispatch note manually from 5 (dispatch printed) to 7 (ready to invoice) during dispatch maintenance. Otherwise the status of the dispatch note is set to 7 (ready to invoice) automatically once the dispatch note has been printed.

This retains custom form data captured against dispatch notes, for reprinting on dispatch invoices. If this option is enabled, then dispatch note custom forms are copied to the dispatch invoice reference, enabling you to reprint the forms. Dispatch invoice custom form data is created when a dispatch invoice is printed and can be viewed and maintained using the Sales Invoice Query program. Custom form data is not printed on consolidated dispatch invoices.

This uses the dispatch note number to confirm the next invoice/dispatch. Enabling this option sets the Use dispatch note to confirm delivery option to selected by default in the Contract Maintenance program. You should not select this option if you are confirming deliveries by invoice.

Select this to print a line on the dispatch note invoice for each dispatch line that was consolidated.

This option is only applied if the dispatched lines have the same:

• unit cost
• tax code
• line discounts
• unit of measure and conversion factors
• price and price unit of measure
• tariff codes (for EU companies)

If these fields are the same then the Dispatch Note Consolidation program consolidates the dispatch lines into one line for printing. The option then determines whether it should print the dispatches that make up that consolidated line as sub-lines on the invoice, or print all the dispatches as separate invoice lines.

If you don't select this option, then a line is printed for the total consolidation and a sub-line for each dispatch. You typically select this option to avoid rounding errors. Rounding errors may occur if you consolidate a number of different dispatches for a single sales order line and the sales order quantities are defined to 3 decimal places or the price is defined to 4 or 5 decimal places.

If you select this option, then ensure that you also enable the Individual dispatch lines on cons inv preference (SO Document Formats)

This automatically sets the dispatch note header to cancelled when all lines on the dispatch note are cancelled in the Dispatch Note Maintenance program. As soon as you cancel the last line, the dispatch note itself is set to cancelled. If this option is not enabled, then the dispatch note header remains in the status it was in when you loaded the Dispatch Note Maintenance program.

This depletes lots by the earliest date that a lot was received into stock. If a lot does not already exist then it retains the date of when the lot was receipted for that stock item. Upon transfer to a new warehouse, the receipt date from the original lot is used.

This depletes lots by the earliest lot expiry date. Upon transfer to a new warehouse, the receipt date is set to the transaction date. If a lot does not already exist then it is created with the transaction date.

This initially assigns each warehouse the chosen costing method. You can then change the method for specific warehouses (e.g. when high value, low usage items are stored in a separate warehouse and you require a different method of costing for accuracy. Alternatively, if you manufacture and distribute a product you may want to apply standard costing to your work in progress and average costing to your distribution warehouse). Otherwise the costing method selected is used for all warehouses.

This uses the BOM costs held against the warehouse for costing purposes for all stock items held in that warehouse. Otherwise the BOM costs held against each individual stock item are used for costing purposes and you won't be able to process the cost implosion by warehouse. You should use the Cost Implosion program to roll-up costs before selecting this option. You must select this option to be able to use the cost against an alternate route when you transfer BOM costs to Warehouse.

This determines how your inventory is valued.

Average

This averages out the new cost and the existing cost of an item.

Standard

This lets you define a cost for each item that is only updated using the Cost Change function or Transfer BOM Costs to Warehouse Costs program.

Last cost

This values your inventory according to the last cost entered when receipting the item.

FIFO

This issues from the oldest bucket held on file.

LIFO

This issues from the newest bucket held on file.

If you change to LIFO costing (company-wide or against a warehouse then we recommend you run the Balance function of the Inventory Period End program before you start posting transactions.

Indicate whether you want to allow stock on hand to go negative in warehouses for the selected company.

Indicate a specific list of warehouses in which stock is allowed (or not allowed) to go negative.

Indicate a range of warehouses in which stock is allowed (or not allowed) to go negative.

This lets you choose whether to allow or disallow negative stock for the selected warehouses.

If you don't select this option, then FIFO journals are still created, but they are not printed. It also does not prevent FIFO journals from being displayed in the Journal Entries listview of the Inventory Movements program.

This makes adjustments to lots from the most recent FIFO bucket when running the Balance function of the Inventory Period End program. This applies only when FIFO valuation is enabled.

This allows a zero cost transaction to be processed when returning stock to a LIFO bucket that has a zero unit cost. The returned quantity is added to the LIFO bucket, but the unit cost of the bucket remains unaffected. Otherwise a new LIFO bucket is created with the returned quantity at the current warehouse cost. The Stock Take Confirmation program updates LIFO buckets according to your selection here.

This uses the web-based Product Configurator instead of the Configurator Wizard wizard program.

Enter the path to the logon screen of the Product Configurator website.

This allows an operator to decide whether the supplier must be paid for inspection items that are scrapped.

Indicate the minimum capex requisition line value permitted before the program forces the requisition user to enter a valid capex number.

You typically enter a minimum value here to ensure that any requisition line with a greater value is seen by the requisition users listed at the Mandatory user codes checked in routing field, before being approved. This lets each requisition user (to whom the line is routed) view the line and add comments, if required.

This indicates the minimum value from which you can create an RFQ from a requisition.

Indicate the first user code to which you want to route a requisition line when the Minimum line value for checking routing amount is exceeded.

Indicate the second user code to which you want to route a requisition line when the Minimum line value for checking routing amount is exceeded.

Indicate the third user code to which you want to route a requisition line when the Minimum line value for checking routing amount is exceeded.

Indicate the fourth user code to which you want to route a requisition line when the Minimum line value for checking routing amount is exceeded.

This indicates you don't require the entry of routing narrative when saving a requisition, or when accessing additional information, or when routing the requisition to another user.

This automatically replaces whatever narration you entered in the Route note field with the routing comment: Automatically Approved or Requires Approval, depending on whether a requisition/requisition line is approved or fails approval.

This allows you to maintains budgets for groups of requisition users. Ensure that you have defined requisition groups and allocated all requisition users to a requisition group.

This optionally includes fixed costs and minimum charges when calculating the new landed cost of an inventory item (calculated using the Calculate New Landed Cost program). You configure fixed costs/minimum charges against LCT elements which you attach to the various routes that you will use to ship items from the supplier to your warehouse.

This lets you add a purchase order line with a zero price to a shipment using the LCT Shipment Maintenance program.

This includes the calculated cost multiplier value with the receipt cost of an item when using the Shipment Receipt program. It also includes the additional costs calculated when using calculation codes to apportion additional costs incurred within a shipment. This only applies to foreign currency suppliers. You will also need to enable the Inventory option to apply a cost multiplier when processing receipts.

This uses an alternate unit of measure as the basis of any calculation or apportionment in Landed Cost Tracking. The quantity of a purchase order raised using an alternate unit of measure is converted to the stocking unit of measure on all lines of the shipment. This means that when calculation codes or apportionments are done, all the lines are based on the same unit of measure. Otherwise all calculations are always based on the quantity entered on the purchase order.

This creates an order when cross-shipping an item that has been returned by a customer for repairs or refurbishment. Cross-shipping is typically required when the customer is unable to return the defective item before receiving the replacement.

This creates a works order for the repair of merchandise that has been returned by a customer.

This only prints the RMA.

This automatically creates a sales order when issuing an RMA which requires a cross-shipment (i.e. a customer requires the replacement item before being able to return the defective item).

This prompts you to enter serial numbers when processing a cross-shipment. Otherwise you only need to supply the serial numbers at the time of invoicing (i.e. when the order goes to a status of 8). If multiple bins is installed in the warehouse, or the stock code is lot traceable or ECC-controlled, then you have to capture serial numbers regardless of your selection here.

This indicates the maximum number of days that merchandise returned for cross-shipments can be received before warning messages are displayed.

This indicates the default product class for restocking.

This indicates that restocking is required when the customer is credited for the return of defective items.

This indicates that restocking is required for the repair of items that are still under warranty.

This indicates that restocking is required for the repair of items that are no longer under warranty.

This indicates that restocking is required when the customer is unhappy with the product and requires a credit.

This indicates that restocking is required for a returned item that was incorrectly ordered by a customer.

This indicates that restocking is required for a returned item that was incorrectly shipped to a customer.

This indicates that restocking is required when the customer needs to be credited for the balance of a shipment that was short-supplied.

This is the account to which postings are made for RTS items accepted for a credit, or rejected and scrapped transactions.

This is the account to which variances (positive or negative) are posted when an RTS is accepted and the price differs from the original captured price.

This is the account to which the cost of rejected goods returned by a supplier needs to be expensed.

This is the account to which posting is made when an RTS item is accepted for credit or replacement. The entry creates an accrual in GRN Suspense against the anticipated credit note from the supplier.

This is the account to which posting is made to decrease the cost of goods sold and to move the value of non-stocked goods returned via RMA into the RTS control account.

This is the account credited by the freight charges for an RTS item that has been accepted by the supplier. The default AP control account is debited by this amount in anticipation of a supplier credit for freight charges.

This is the account credited by the handling charges for an RTS item that has been accepted by the supplier. The default AP control account is debited by this amount in anticipation of a supplier credit for handling charges.

This updates your sales history files only at the time of running the Sales Analysis Update program.

This updates your sales history files real-time (i.e. the sales history files are updated after the completion of each AR invoice transaction, depending on your sales history selections). If you have existing sales orders, then you need to run the Sales Analysis Update program before changing this option, to ensure that all transactions are updated in the Sales Analysis files.

This retains a detailed history of sales transactions based on your selections at the Detailed key options section of the screen. The detailed history is sequenced according to these keys. If you select this option, then you must include at least one key option before you can exit the program.

This retains a summary history of sales transactions, sequenced according to the sales history key areas defined using the Maintain Summary function.

This retains a file of all the transactions from the Accounts Receivable sales transaction detail file that has been used to create history. This enables you to re-define your sales analysis key selections after implementation and rebuild your sales history detail and summary files automatically using the Recreate Sales History program.

This retains the summary zoom index (maintained in the Sales Analysis zoom index on the sales history summary file).

It is used by developers of 3rd party applications (e.g. ODBC-compliant programs such as Access or Excel) to drill down to the transactions making up a particular value.

You would therefore only select this option if you intended to write custom reports to drill down to transaction level. You must retain the archive sales history data if you want to retain the summary zoom index.

Miscellaneous charges (except ones processed against an underscore product class) are included in your summary, detail and archive history.

When adding miscellaneous lines in Sales Order Entry, ensure that you review the default product class (_OTH) assigned.

To update past history:

1. Select the Recreate archive from transactions option in the Recreate Sales History program.
2. Re-run the Recreate Sales History program and select the Recreate history detail/summary from archive option.

If retaining detailed sales history, this includes the salesperson as part of the key to your detailed sales history records.

If retaining detailed sales history, this includes the branch as part of the key to your detailed sales history records.

If retaining detailed sales history, this includes the order type as part of the key to your detailed sales history records.

If retaining detailed sales history, this includes the customer class as part of the key to your detailed sales history records.

If retaining detailed sales history, this includes the geographic area as part of the key to your detailed sales history records.

If retaining detailed sales history, this includes the customer as part of the key to your detailed sales history records.

If retaining detailed sales history, this includes the warehouse as part of the key to your detailed sales history records.

If retaining detailed sales history, this includes the department as part of the key to your detailed sales history records.

If retaining detailed sales history, this includes the product class as part of the key to your detailed sales history records.

If retaining detailed sales history, this includes the stock code as part of the key to your detailed sales history records.

This only notifies you if the back order decision is by operator (or by warehouse and stock is not allowed to go negative).

This only notifies you if stock is not allowed to go negative.

This only notifies you if stock is not allowed to go negative and also caters for entry of a manual invoice number for the first invoice produced, even if automatic invoice numbering is selected.

This uses only the stock code cross references defined against the sub-account.

This uses only the stock code cross references defined against the master account.

This uses the stock code cross references defined against the sub-account (if they exist) or the master account.

This displays a Packaging Details screen when you select it from the Dimensions function of the Sales Order Entry program.

This displays the Packaging Details screen when you save a stocked line with a non-zero ship quantity.

This displays the Packaging Details screen when you save a stocked line with a non-zero ship quantity, but prevents you from saving the line until these details are entered. The details are translated into comments that are attached to the order line.

This indicates you want to enter a stock item's price manually for each order line.

This establishes the price by combining the customer's Auto price code selection and whether the item's pricing method is coded or discounted.

This matches the stock item's Price category to a position in the customer's Price category/code table to establish the price of an item. The price code/discount code is retrieved depending on whether the item's pricing method is coded or discounted.

This recalculates the price on a sales order, regardless of whether changes have been made to the line (this caters for a situation where the quantity discounted price has changed).

This recalculates the price only when a change is made to the order quantity of the line.

This calculates line discounts by multiplying the price of an item by the quantity ordered and then applying the discount applicable.

This calculates line discounts by applying the discount to the unit price before multiplying this by the quantity ordered, letting you establish the net unit price of a line to which the quantity is then applied.

This uses the system/company date to determine the validity of the price (the date must be in the range of the valid sales order contract for the correct price to be used on a sales order). The ship date entered in the sales order header is ignored.

This uses the date entered in the Order date field to determine the validity of price contracts. The system date and the ship date entered in the sales order header are ignored.

This disables order maintenance functions if a delivery note has been produced for an order.

This disables order maintenance functions if a delivery note has been produced for an order but allows for the cancelling of an order line/order.

This enables the order maintenance functions if a delivery note has been produced for an order. This option is set at company level and therefore applies to all operators. However, you can prevent unauthorized access using operator activities.

This prints all orders lines on the initial invoice, including lines with a zero quantity to ship. Subsequent invoices will print only those lines where there are goods to ship.

This prints only lines with a non-zero ship quantity on the initial invoice. Regardless of your selection here, details for back-ordered lines are printed on the invoice if you enabled the Print all back-ordered lines option at the time of defining the invoice format.

This lets you enter an expiry date for manual serial numbers entered during sales order processing.

This lets you enter a scrap date for manual serial numbers entered during sales order processing.

This lets you indicate the level at which you want to set a minimum percentage by which the price must exceed the cost for stocked and non-stocked items. This does not apply to credit notes or inter-branch transfers.

For Stock code margin this is only used if you have assigned a minimum margin to the item.

Margin checking is only performed when the order line is entered and saved. It is based on the current cost (if your costing method is Standard or Average) and on Last cost (if your costing method is FIFO, LIFO or Last cost).

This enables you to continue processing an order, regardless of whether the minimum price margin has been exceeded. Otherwise you will be unable to continue processing a sales order that has exceeded this minimum price percentage above cost margin.

This indicates the warehouse from which returnable items (e.g. crates, pallets, etc.) must be depleted. The warehouse entered here is ignored if you enable the Use associated merchandise warehouse option.

This uses the warehouse associated with the stock item as the warehouse from which the returnable item must be depleted. If this option is enabled, then the entry at the Warehouse field is ignored. When processing a supply chain transfer, only one source and one target warehouse can be specified. Therefore, a returnable item is always issued from, and receipted into, the source and target warehouses selected for the SCT.

This relates to the entry of customer purchase order numbers in the Sales Order Entry and Quick Sales Order Entry programs.

No validation

This indicates you do not require unique customer purchase order numbers.

By customer

This requires unique customer purchase order numbers for the customer.

By company

This requires customer purchase order numbers to be unique for the company.

This generates order analysis files when you add order lines.

This generates order analysis files when you change order lines.

This generates order analysis files when you cancel orders and order lines. Ensure that you also enable the Output detail lines for cancelled order option. You must also select this option if you want to record lost sales when cancelling merchandise lines in programs such as Sales Order Entry or Point of Sale Entry.

This generates order analysis files for blanket sales orders. If you enable this option together with the Order lines added option, then when processing a release for a new sales order the sales order is included in the Order Intake Query. Similarly, if you enable this option together with the Order lines changed option, then any changes to a blanket sales order are included in the Order Intake Query.

This generates order analysis files when changes are made to order lines affecting the total value of discount applicable to the order.

This includes all the detail lines attached to an order in the order analysis files generated when you cancel an order.

This enables you to alternate between entering a SYSPRO stock code or the supplier's catalogue number when capturing sales orders.

This generates detail order lines for first level components automatically when capturing an order for a parent stock item. You must select this option to be able to process the return of kit items using the RMA Issues and Receipts program.

Indicate the default wording that you want to display for the package type field. The default wording is 'packages', but this can be changed to the package type you typically use (e.g. cartons, boxes, rolls, pallets, containers, etc.).

This is the default wording you want to use for the package contents field. The default wording is 'containing', but can be changed.

This is the default wording you want to use for the unit of measure contained in the package. If blank, then the order unit of measure defined on the sales order line is used for the packaging comment.

This lets you reserve stock for a customer when processing sales orders for stocked and non-stocked items (i.e. it prevents the sale of that stock to another customer, which allows you to guarantee delivery prior to the actual shipping process). Reserved quantities are not used in Dispatch notes - if you want these order quantities to be considered for dispatch then any reserved quantity must be moved to backorder or ship.

This requires the entry of lot, bin and serial information when reserving stock (unless the Capture serial numbers for orders option is not selected; multiple bins is not in use; and the item is not traceable, in which case you are only prompted when the items are shipped). The Automatic deplete in Inventory preference option takes precedence over this option (i.e. lots are allocated automatically from the first lot that can fully satisfy the requirement).

This bases credit checking on whether the customer's balance and outstanding order value exceeds the credit limit. If a customer fails a credit check, then the entered order is placed into suspense until the appropriate credit authority is entered to release the order.

This bases credit checking on the customer's invoice terms and is performed automatically when processing orders during sales order entry. The calculation using the invoice terms code, the invoice ageing method and settings configured against the customer.

This uses the credit status of the customer when performing invoice terms credit checking. The number of days outstanding is calculated as: 30 times the credit status defined against the customer, less the number of days defined against that customer's invoice terms code. If the result is positive, then the terms are deemed to have been exceeded. Otherwise the terms credit check is based on the number of days that the oldest, non-credit transaction is outstanding against the customer.

This performs credit checking on current orders at the time an order is shipped and is based only on the customer's credit limit. This option only applies when the Apply check to current order only preference is enabled.

If checking the customer's credit limit, then this includes tax when calculating a customer's outstanding/released order value.

If the Apply check to current order only preference is enabled, then tax is included when the invoice is about to be produced.

If the Apply check when quantity moved to ship option is enabled, then tax is included when the order is shipped. It does not apply if USA tax is in use (USA tax is always exclusive, so the order value is always exclusive).

If checking the customer's credit limit, then this includes tax when calculating a customer's invoiced order value. It does not apply if USA tax is in use (USA tax is always exclusive, so the order value is always exclusive).

This indicates the number of decimals to use when calculating contract prices and net unit prices. The number of decimals normally applied to pricing calculations is three. This option enables you to round the calculated price to two, three, four, or five decimals. This option only affects contract prices that are calculated (i.e. mark-up list price, mark-up cost by a percentage, quantity discount breaks, list price less a percentage, list price less chain discount, coded less chain discount)

This includes order lines attached to contracts that are defined as a flat price, coded, list price less a percentage, or mark-up cost by a percentage in the order line discount calculation. Contract prices based on a discount (i.e. quantity discount breaks, list price less chain discount and coded less chain discount) are excluded from the order line discount calculation.

Select this to request the commission code whenever the commission is based on price.

This enables delivery notes to be printed online when processing sales orders

This enables invoices to be printed online when processing sales orders.

This allows invoice reprints to be printed online when processing orders.

This enables order acknowledgments to be printed online when processing sales orders.

This prints all order lines on delivery notes, regardless of whether there is any quantity to be shipped. This option relates only to merchandise lines on delivery notes (freight, miscellaneous and comment lines are printed if you have configured them against the document format). If you enabled the Print all back-ordered lines option when defining the delivery note format, then details for back-ordered lines are also printed on the delivery note.

This prints plus/less wording on delivery notes and invoices for any chained discount percentages entered against an order.

This indicates the default counter sales or point of sales customer you want to use when processing an order. This is used only if you have not defined a default Counter sales customer against the operator. You can also define customers as cash only customers by enabling the Counter sales only option in the Customers program. This prevents credit sale transactions from being processed for these customers.

This displays change due after printing a counter sales invoice or a point of sale document (either from a new order or as a result of maintaining an existing order). The change due from the last invoice is displayed when you return to either the Customer field or the Order number field.

This changes the order type of a normal order to be a counter sales type order when processing deposit transactions against the order.

If you select this option together with the Deposits only for back order quantities option, then the sales order must be in a status 4 or status 8 before you can process a payment or a deposit.

Select this if you only want to be able to process deposits for counter sales if the order has a quantity on backorder.

This enables you to close a counter sale without processing a payment, regardless of whether there is an undistributed amount.

This is useful, for example, where the merchandise line is on back order but the counter sale includes freight and/or miscellaneous charges which should only be invoiced when the merchandised line is shipped.

If you select this option, then the End Sales Order function is enabled on the counter sales screen.

This allows operators to change the default payment code defined against the Payment code for cash transaction option when processing transactions to pay cash out or take cash in. You can prevent operators from changing the payment code by restricting access to the Counter Sales payment code cash in/out operator security field.

This sets the default payment code to use when processing transactions where cash is paid out of the cash drawer, or taken into the cash drawer. If the Change payment code for cash transaction option is enabled, then the payment code can be changed at the time of paying cashing out or taking cash in.

This enables you to process a payment in a foreign currency for a local currency customer. This only applies to Normal payment types processed using the SO Counter Sales program.

This displays and prints counter sales payments as comment lines against the order/invoice. If you don't select this option, then details of counter sales payments can be printed on sales order documents as payment lines.

This displays and prints counter sales deposits as comments against the order/invoice. When more than one deposit is taken against a counter sale, an additional comment line indicates the current total deposit amount on the sales order. If you don't select this option, then counter sales deposits can be printed on sales order documents as deposit lines.

This allows you to enter a list of up to 10 invoice formats for which you want to print invoices on continuous stationery (with one header and one total section). If you leave this blank, then your invoices will print on standard invoice stationery with a header section on each page and both a header and total section on the last page.

This lets you restrict entry of the credit card number in the SO Counter Sales program and the display of the credit card number on the Counter Sales Report.

All digits

This lets you enter up to 18 digits.

Last four digits

This lets you enter up to four digits.

Once enabled, you must configure a route code against each customer (or warehouse, for an SCT order) to indicate the standard delivery method as well as a distance to indicate the order in which the load must be delivered. You associate a delivery frequency to each route as well as the number of deliveries that can be made on a single day. You associate an order to a route based on the customer and as each specific line is added to the order, the appropriate route detail (load) is calculated.

This lets you create delivery loads only on working days as defined in your company calendar.

This includes sales orders created through counter sales in Load Planning.

When you use the Browse on Delivery Routes or Delivery Loads programs to add loads to a route, you can let the system automatically create additional loads based on the information you entered for the first load.

Number of loads

This creates loads based on the number of loads specified at the Number of loads/days field.

Number of days ahead

This creates loads based on the number of days specified at the Number of loads/days field.

This is the default number of loads/number of days for which you want the system to automatically add loads when using the Browse on Delivery Routes program.

This assigns the current system date to the debit note generated when reinstating a deduction (using the Deduction Review program).

This assigns the original payment date to the debit note generated when reinstating a deduction.

Select this if you don't want to apply order discounts to free goods lines.

Select this if you don't want to apply order discounts to any single qualifying trade promotions lines for stocked items.

Indicate the default product class to use when adding off-invoice tiered promotions using the Promotion Code program.

Indicate the default product class to use when adding off-invoice global promotions using the Promotion Code program.

This uses the same product class code applied to the merchandise line for its promotional free goods item.

This uses the same product class code applied to the merchandise line for its promotional off-invoice value.

Select the stock custom form to be included in a promotion.

Select a second stock custom form to be included in a promotion.

Select the customized customer criteria to be included in a promotion.

Select a second customized customer criteria to be included in a promotion.

This lets you formalize changes to your bill of materials without needing to retain previous iterations of the bill.

Revision

This requires you to indicate the revision level when processing purchase orders, sales orders and jobs.

Release

This requires you to indicate the revision and release level to use.

If you change from release to revision, then you won’t be able to view or maintain bills for ECC-controlled items. Before changing the stock control level, you must unset ECC for all items.

This lets you create more than one allocation against the same job at the time of issuing ECC material allocations to the job and depleting the oldest revision/release (only if the Deplete oldest rev/rel first (Component) option is enabled).

When this option is enabled, all ECC components against BOMs and jobs with an ECC consumption method of Use oldest are set to Use current (Structures and Routings). An allocation is created per revision/release, from the available quantity to issue of the rev/rel, for the quantity required for the job.

If not enabled, it prevents mixing different revisons/releases in one transaction when issuing ECC components to a job, or when backflushing using the Inventory Movements program if the Backflushing deplete oldest rev/rel option is enabled. In this case, the oldest rev/rel is not depleted when there is insufficient quantity to issue and the next single revision/release with sufficient quantity on hand is used instead.

Component reservation and depletion are mutually exclusive, so this option is not available when Reserve stock for confirmed jobs is enabled (Setup Options > Configuration > Manufacturing > Work in Progress).

If you're applying BOM changes to an ECO and a component revision/release has changed, then this updates the component revision/release against BOMs of affected parent items in which the component exists. If the component revision/release is the same as the current revision/release of the component before it was updated, then the component revision/release against the BOM is updated automatically with the new revision/release of the component, regardless of this option.

Enable this option to prevent SYSPRO incrementing the release number of an item when only minor changes (which do not materially impact the composition or functionality of the part) are made to the BOM.

Indicate the revision/release to use (i.e. the consumption method) for jobs created from Bill of Materials.

Enable this to change BOM components with an ECC consumption method of Use current to a consumption method of Specific and to set the current revision and release against these allocations when creating a job.

This issues the oldest revision/release when issuing components to a job. You can also specify whether multiple revisions/releases of components can be issued to the job by setting the Allow issues from multiple rev/rels option. You cannot deselect this if an MRP snapshot exists and material allocations in the snapshot tables are set to Deplete oldest. The snapshot must be deleted first. You cannot select this if you are reserving stock for WIP allocations.

These options apply to the creation of purchase orders for ECC items. No default forces manual entry of a revision/release at the time of adding a purchase order.

These options apply to the creation of inventory movements for ECC items.

This enables you to issue the oldest revision/release when issuing components during backflushing and is only available when Deplete oldest rev/rel first (Component) is enabled.

These options apply to the creation of sales orders for ECC items. No default forces manual entry of a revision/release at the time of adding an sales order.

This adds a default markup percentage to each non-stocked item on a quotation (this is added to the cost of the item).

This adds a default percentage margin to each non-stocked item on a quotation (this is added to the selling price of the item).

This adds a default labor markup percentage for each estimate. The markup is added to the cost of the labor.

This adds a default labor percentage margin for each estimate.

This adds a default material percentage markup for each estimate (this is added to the cost of the material).

This adds a default material percentage margin for each estimate.

This uses the current inventory cost of made-in items as the basis for the calculation.

This uses the last cost used for made-in items as the basis for the calculation.

This uses the current Bill of Materials material cost of made-in items as the basis for the calculation.

This caters for a number of versions of a single quotation, instead of changing the quotation number each time you amend and save the quotation using the Quotations program.

If quotation version is enabled, then this prompts you to change the quotation version number when changing an existing quotation using the Quotations program. The prompt occurs once only on the first change of the quotation. Thereafter, it is only redisplayed after you save the quotation and version and later make another change. If not enabled, the quotation version number is automatically increased on a change.

This is added to the longest cumulative manufacturing time to calculate the manufacturing time fence.

This indicates the number of days into the future that you want to look for forecasting purposes (i.e. the number of days from the planning time fence that general planning will take place). The visibility factor (in days) added to the planning time fence gives the planning horizon and any date thereafter is not normally subject to any build schedules. Note: The higher the Visibility factor, the longer the Requirements Calculation program will take to create the snapshot.

This schedules supply according to the earliest demand date found, even if the supply may have been linked to a demand in the future. Selecting this may lead to inappropriate assumptions as supply dates may be suggested to be altered to new dates which are impractical to implement. Not selecting this option may lead to serious over-ordering of supplies as an unsatisfied demand generates a suggested job or purchase order, despite the availability of supply the next day.

This leaves your live data files unlocked while snapshot files are created using the Requirements Calculation program. Regardless of your selection, you cannot run the Requirements Calculation program while any job maintenance program is being run by any operator; or when the SCT creation program is being run and you are including transfers or quotations; or when converting a customer, supplier or GL code through the respective conversion programs.

This requires the advanced scheduling programs to be available for use within this company. The advanced scheduling programs are run from the Scheduling folder of the Factory Scheduling menu.

This updates the Advanced Planning and Scheduling system whenever a sales order is added, copied, changed or canceled. This option replaces the need to configure SYSPRO triggers to generate a link between the Sales Order module and the Advanced Planning & Scheduling system.

This updates the Advanced Planning and Scheduling system whenever a job is added, changed or canceled. This option replaces the need to configure SYSPRO triggers to generate a link between the Work in Progress module and the Advanced Planning & Scheduling system.

This enables you to receive jobs into inspection for stocked parent parts that have been defined as traceable, or that require inspection. You cannot deselect this option once WIP inspection references are in progress; you must complete all outstanding WIP inspection references. If a parent item is defined as traceable (but without inspection) then the item is not taken into inspection, regardless of your selection here.

This allows the capture of serial numbers for jobs requiring inspection only once the item is received into stock after the inspection phase. Otherwise you can capture serials at the time the item is received into inspection. You cannot deselect this option once WIP inspection references for serialized items are in progress (unless they are only for items that are serialized, but not traceable, and you are recording serial numbers during order entry). You can generate a report to identify the inspection references still be completed.

This allows the capture of lots numbers for jobs requiring inspection only once the item is received into stock after the inspection phase. Otherwise, you can capture lots at the time the item is received into inspection. You cannot deselect this option once WIP inspection references for traceable items are in progress. You can, however, generate a report to identify the inspection references that must still be completed.

This sets the Part Billings program to calculate the gross profit automatically when processing a completed job. The gross profit is the difference between the accumulated costs to date and the selling price of the job. You won't be able to part-bill the entire quantity using the Line details billing method if the job is set to complete (which is automatically done when the entire quantity is part-billed). In this case, you are forced to use the Selling price billing method.

This is the lowest percentage of gross profit that the system will accept if you require the Part Billings program to calculate the gross profit automatically. An entry of zero indicates that there is no low profit margin.

This is the highest percentage of gross profit that the system will accept if you require the Part Billings program to calculate the gross profit automatically. An entry of zero indicates that there is no high profit margin.

This is used to calculate the value of allocations required. The expected value of allocations is printed on the Job Status report to indicate any variance between the expected and actual issues.

BOM cost

This values material allocations to a job at the Bill of Materials cost.

Inventory cost

This values material allocations to a job at the current inventory unit cost. Regardless of your selection here, the actual value of issues to the job is not affected.

This forces a valid entry at the Job classification field when adding jobs. You use this option (together with security access settings defined against your operators) to restrict the unauthorized processing of jobs and allocations (i.e. viewing, adding, changing, importing, canceling and posting).

This reserves stock for material allocations for confirmed jobs. Quantities are reserved at the time of confirming created jobs. The quantity reserved for allocations is taken into account in the various modules when calculating quantities available and quantities allocated.

This tracks lots from the components through to the parent part. This enables you to track which component lot numbers were used in the production of a particular parent lot (i.e. one-to-one tracking between component lots and parent item lots).

This tracks serials from the components through to the parent part. This enables you to track which component serial numbers were used in the production of a particular parent serial number. (i.e. one-to-one tracking between component serials and parent item serials).

This enables you to create and maintain a series of recurring entries that you want to post into Accounts Payable.

This enables you to enter notations against each distribution entry processed in the AP Invoice Posting program.

When you run the month end function of the AP Period End program, this accumulate all invoices, debit notes and credit notes for each supplier into a single invoice in the month that they are due.

Indicate whether you want to validate the supplier class defined against a supplier.

Indicate whether you want to validate the geographic area defined against a supplier.

This enables you to restrict the contra of credits and invoices belonging to the same branch when using the Contra invoice option of the AP Invoice Contra program. You typically select this if you have defined different General Ledger control accounts for your Accounts Payable branches.

Select this if you require the tax value to be added to the merchandised value before calculating terms discount.

Select this if you require the freight value to be added to the merchandised value before calculating terms discount.

Select this if you require other charge values (e.g. miscellaneous charge lines) to be added to the merchandised value before calculating terms discount.

If you are using Trade Promotions and don't select this option, then the terms discount is calculated on the gross amount of the invoice. Off-invoice or line promotion values that appear as negative miscellaneous charges on the order are ignored.

Select this if you require terms discount to be calculated for credit and debit notes.

This generates a single discount note document per payment processed using the AR Payments and Adjustments program. A line is printed on the note document for the discount values for each individual invoice paid with the payment.

To avoid duplicate transactions being printed on the discount notes, ensure that the next discount credit note and debit note numbers have not previously been used. If you don't select this option, then one discount note is printed for each invoice paid.

Enable this to generate a collector list for a specific salesperson using the AR Collector Run Maintenance program and to capture payments collected for that salesperson.

Enable this to generate a collector list for a specific geographic area using the AR Collector Run Maintenance program and to capture payments collected for that area.

This generates documents for debt collection and recording outstanding invoice amounts collected from customers.

These documents are typically used when the salesperson must collect payment before being paid commission.

The AR Collector Run Maintenance program generates a collector list of invoices for which payment must be collected and to capture payments collected from customers against those invoices. The AR Payment Run program posts the payments received to the customers' accounts.

This indicates that authorization of the payment run is required before it is created.

This allocates post dated check amounts to specific invoices in the AR Post Dated Checks program.

This is enabled when the Collector required option is enabled (and cannot be disabled).

This lets you run the AR Post Dated Check Status program to maintain the status of post-dated checks as well as ensure that only cleared post-dated checks are posted during a payment run.

This deducts the residual book value from the cost of an asset before calculating the book value depreciation. Otherwise this is calculated on the cost of the asset, ignoring the residual value. Either way, the asset is depreciated only until the book value residual amount is reached. If you enable this option during the life of an asset, then depreciation is based on the difference between the asset's original cost and its residual value from this point onwards. Historical values are unchanged.

This deducts the residual tax value from the cost of the asset before calculating the tax value depreciation. Otherwise this is calculated on the tax cost of the asset. Either way, the asset is depreciated only until the tax residual amount is reached.

These options enable you to deduct the Residual value defined against an alternate valuation before calculating the depreciation value for that alternate valuation.

This creates entries for assets with no count differences when you confirm an asset count. Count differences occur when the asset quantity counted is not equal to the asset quantity saved in SYSPRO. These CNT type entries are displayed in the Asset Entries pane for the Book value of the Asset Query program and are useful for audit purposes (i.e. to prove that an asset was counted).

This enables you to monitor committed and uncommitted costs against the budgets for the ledger codes. It only applies to non-stocked items and services. For commitment accounting to function correctly, GL period end dates must be defined for the entire current year.

Select this to be warned when the value of a transaction causes the budget to be exceeded. An error is displayed (regardless of your selection here) when the operator is disallowed from any activity exceeding a commitment budget.

Indicate the text to use to describe the values of committed and uncommitted costs for unallocated transactions. These are transactions which cannot be allocated to a period because they don't have a due date, or the GL period end dates are not defined.

Select this to monitor uncommitted costs.

This validates requisitions against the ledger account's budget.

This retains transactions once an uncommitted value becomes committed, or a committed value becomes an actual cost. The completed transactions are retained for the current year and removed at year end.

This increases the budget for the first period of a new year by any outstanding uncommitted value from the previous year (e.g. unposted commitments from the previous year are added to the budget for the new year).

This indicates whether you want to monitor committed costs.

This validates this type of commitment against the ledger account's budget.

This retains transactions once a committed value becomes an actual value. The completed transactions are retained for the current year and removed at year end.

Select this if the budget for the first period of a new year should be increased by any outstanding committed value.

This requires the authorization of journals captured using the GL Journal Entry or GL Entries Import programs before they can be posted. This does not apply to sub-module journals (i.e. ledger journals created for sub module transactions) or journals automatically posted by the GL Period End program (e.g. the reversal of provisional journals or the setting of expense accounts to zero at year end).

This requires the authorization of journals created for sub module transactions before they can be posted. You will be unable to select the Post GL journal option for any sub-module within the integration options (i.e. you will be unable to use the full real time General Ledger facility, as all sub-module ledger journals will have to be authorized and manually posted to the General Ledger using the GL Journal Entry program).

This restricts operators to only be able to view their own journals within the GL Journal Entry and GL Journal Report programs. An operator activity enables you to restrict operators to only be able to print their own journals. However, if the operator activity to authorize GL Journals is allowed for an operator, then all journals can be viewed regardless of the setting here and the operator performing a period or year end can also view all unposted journals, regardless of the selection here.

This enables GL journal numbering by period - typically selected if you process more than 99999 journals in any single ledger year or need to comply with regulatory requirements. Otherwise, numbering is from 0 through to 99999, regardless of the ledger period. You can enable this option at any time, but we recommend only doing so immediately after a period or year end (the system will override your numbering to avoid duplication of journal numbers within a specific period).

If copying next years' budget to the current year and next years' budgets are not found, then the system sets the current years' budget to zero and you will have to enter budgets manually for the new year.

Select this if you require an additional budget period for the year end period.

Assign your own description for the first alternate budget.

Assign your own description for the second alternate budget.

Assign your own description for the third alternate budget.

Assign your own description for the fourth alternate budget.

Assign your own description for the fourth alternate budget.

Assign your own description for the sixth alternate budget.

Assign your own description for the seventh alternate budget.

Assign your own description for the eighth alternate budget.

This enables you to indicate whether you want to print dispatch notes or dispatch invoices on-line from within the Dispatch Note Review or Dispatch Note Maintenance programs respectively.

This enables you to reprint dispatch invoices on-line.

Round ups decimal places of .5 or larger, and rounds down decimal places of .4 or less.

This is appropriate only where the full 3 decimal places is not held against the stock item on the product master file. In this case, you are advised to select Round up as values less than 0.5 will be rounded down to zero.

Select this for the detection and subsequent reporting on variances during a stock take to be based on the percentage entered at the Maximum permitted field.

Select this for the detection and subsequent reporting on variances during a stock take to be based on the fixed quantity entered at the Maximum permitted field.

This defaults to browsing on multiple bins in bin number sequence.

This defaults to browsing on multiple bins according to the date on which items were received into the bin.

This displays the quantity available in each period, taking into account supply and demand.

This adds each period's regular ATP figure to the next period and displays a cumulative figure.

This requests a ledger code when processing an inventory receipt transaction (i.e. this excludes purchase order receipts which are defined separately)

This requests a ledger code when processing an inventory adjustment transaction.

This requests a ledger code when processing an inventory issue transaction or an issue from stores requisitions.

This requests a ledger code when processing an inventory cost modification transaction.

This requests a ledger code when processing an inventory cost change transaction.

This requests a ledger code when processing an inventory physical transaction.

This requests a ledger code when processing an inventory stock transfer transaction.

This requests a ledger code when processing a purchase order receipt transaction.

This lets you change the default ledger code (typically an expense account) when processing the receipt of a non-stocked item.

This lets you change the default ledger code (typically the GRN suspense account) when processing the receipt of a stocked item or accepting an item from inspection into stock.

This lets you change the default ledger code when processing a non-merchandise receipt.

This lets you override the default WIP control account when processing a backflushing transaction.

Indicate the cut-off percentage for A and B items for classifying on the ABC Analysis, based on the annual usage value of items (i.e. the total cost of each item sold or issued over the past year). This defaults to 80.

Indicate the cut-off percentage for B and C items for classifying on the ABC Analysis, based on the annual usage value of items (i.e. the total cost of each item sold or issued over the past year). This defaults to 95.

This allows you to obtain the description of an in-transit item from the originating SCT - useful for customers who regularly change the description of items being transferred through the SCT process and need to see this description at all times. Any use of the stock description is obtained by tracing the appropriate information in the relevant sales order reprint file and using that description, if found. If the reprint has not been retained, then the inventory description is used.

This applies throughout SYSPRO where the lead time is applied to calculate the due date or receipt date of a transfer-supplied item (typically where the transportation of goods between warehouses is handled by a third party). Non-working days are not taken into account when applying the lead time (days) defined for transferring items between warehouses. Transfer-supplied indicates a stock item for a warehouse that is supplied by another warehouse, instead of a purchase order or job.

Select this to automatically deplete lots and/or serials when processing multiple issues for the same lot/serial. This option only applies to issues in Work in Progress and Inventory (cost buckets used in Sales Orders are always auto-depleted at the time the invoice or dispatch note is generated). This option is ignored when processing negative allocations in Work in Progress. A negative allocation mimics a receipt and therefore a new actual cost bucket is always created.

This allows you to view details of actual costs used in Inventory Movements and on lot or serial transactions. Otherwise the unit cost displayed is the warehouse cost based on the costing method applied to that warehouse. If the Lot traceable or Batch serial option is selected at the Actual costing field together with this option, then it applies to all modules and a movement record is output per actual cost bucket per lot/actual cost bucket per serial.

Select this to enable the equivalent option within the Balance function of the Inventory Period End program. If you select this option during the Balance function, the total value of the FIFO buckets and the total quantity is accumulated and used to calculate the new current cost of the item.

This option applies when the costing method of a warehouse is changed from FIFO to any other method. Select this to re-calculate the current warehouse cost for each item with a non-zero quantity on hand, based on the FIFO buckets. The value of each FIFO bucket is calculated and accumulated into a FIFO total value. This is then divided by the warehouse stock on hand to get the new current cost for the warehouse. If you do not select this option, then the current warehouse cost is not updated.

Indicate the default unit of measure applied when capturing stock items. The default unit of measure entered here is ignored when the units of measure are defined using the Maintain Global Defaults option in the Stock Code Maintenance program.

Enable this to always round quantities to the maximum number of decimals indicated against the stock code when converting between the different units of measure for the stock code.

Indicate the maximum number of decimals to round quantities when converting to different units of measure. This enables you to calculate quantities to a set number of decimals, even if it exceeds the maximum number of decimals against the stock code. This is only applied if you are not rounding to the number of decimals specified against the stock code. The entry against the stock code cannot exceed the entry here.

Select whether you want to print receipt documents in batch mode only or in batch mode and online.

Select whether you want to print issue documents in batch mode only or in batch mode and online.

Select whether you want to print transfers out documents in batch mode only or in batch mode and online.

Select whether you want to print purchase order receipt documents in batch mode only or in batch mode and online. If you are also using multiple bins, then you can only capture a single bin per receipt in the Purchase Order Receipts program.

Select whether you want to print inspection documents in batch mode only or in batch mode and online.

Select this to print inspection items online when receipting an item into stock.

Indicate the maximum number of decimals that must be printed when aligning your pre-printed stationery.

Select this to enable the Multiple Company Values option in the Inventory Query program, allowing you to view warehouse values and warehouse history for multiple companies. Your database format must be the same for all companies.

This lets you to indicate the companies for which you want to view warehouse values and warehouse history values in the Inventory Query program.

This displays prices and quantities when browsing on stock codes.

This limits the viewing of stock items to those warehouses which the operator is authorized to access. Against the operator, you must select the Filter reports and browses option for Warehouse in the Access pane and define a list of warehouses to which access is allowed/disallowed. This option applies only to the stock code browse, and is used to reduce the number of stock codes shown.

Indicate the default warehouse to display quantities when browsing on items.

Standard

This uses the warehouse defined against the operator.

Operator default

This uses the default warehouse defined against the operator.

Company default

This uses the warehouse defined against the company.

Warehouse to use

This uses the warehouse defined at the Warehouse to use field against the stock item.

Distribution warehouse

This uses the warehouse defined at the Distribution warehouse to use field against the item.

This depletes lots and bins automatically during Point of Sale entry. Stock is issued from the oldest, smallest lots and/or bins first.

This depletes the quantity (for which there is insufficient stock) from the default bin for items shipped in Sales Orders and kit issued in Work in Progress. You typically select this if you have enabled negative inventory and want to use automatic depletion to release or issue items (regardless of their stock level) for which you do not require a movement record through the system. The item cannot be serialized, traceable, or ECC-controlled.

Select this if you don't want to be prompted for the price of a component when adding a sales order for configuration. You are prompted to specify a price only if you are required to indicate a quantity.

Select this if you don't want to be prompted for the price of a component when adding a sales order for configuration, regardless of whether a price is held against the component. You are prompted to specify a price only if you are required to indicate a quantity.

Enable this to prevent stock items generated by the program from containing spaces in the stock code. This applies when generating a parent part using the Configurator Wizard program (e.g. when the parent code is generated by selection criteria).

This enables you to indicate which costs to use for bought out items at the time of creating a bill of material from within Product Configurator.

Inventory

This uses the inventory cost for bought-out items when rolling up the single level costs towards the new parent created.

BOM

This uses the Bill of Material costs for bought-out items when rolling up the single level costs towards the new parent created.

Select this to be able to create a job and add a sales order line for a generated parent part which already exists as a stocked item. Selecting this option will only be effective if you are generating parent codes according to selection criteria. The generated parent must be a made-in stocked item and a bill of material for route 0 must be held on file for the existing parent.

Select this for the generated parent part in Sales Orders and Work In Progress to use the parent description entered within Product Configurator instead of the parent description from the inventory master file. If you enable the Update stock descriptions from inventory master file option then the descriptions entered are overwritten by the descriptions from the inventory master file.

Select this to prevent warehouse costs from being updated when configuring a product from within sales orders for an existing parent that does not have a bill of material and the quantity on hand is zero.

This lets you delete a stock code that has been used in a product configuration (the Product Configurator module must be installed).

This lets you delete a stock code against which a customer/stock code cross reference exists (the Accounts Receivable module must be installed).

This lets you delete a stock code against which a supplier/stock code cross reference exists (the Accounts Payable module must be installed and the supplier/stock code interchange system must be enabled).

This lets you delete a stock code against which a valid drawing number exists (the Engineering Change Control module must be installed).

This lets you delete a stock code against which a bill of landed costs exists.

This lets you delete temporary stock codes that are associated with sales and/or purchase orders, providing that there are no quantities outstanding.

This lets you delete a stock code that is on hold.

This is the number of months into the past for which forecasts must be generated to compare algorithms. This defaults to 12.

This is the coefficient (between 0 and 1.0) used when calculating forecasts using this algorithm. This defaults to 0.7. The coefficient determines the weighting applied to the last two historic demands. The most recent demand is multiplied by the coefficient while the older one is multiplied by one minus the coefficient. This parameter can be set as a default at company level and overridden for one or more stock code/revision/release/warehouse instances using the Forecast Calendars program.

This is the coefficient used when calculating forecasts using this algorithm. This defaults to 0.6. You can override this at stock code/revision/release/warehouse level.

This is the weighting that should be applied to the two periods immediately prior to the period being forecast. This defaults to 0.5, meaning that these two periods contribute 50% to the calculation of the forecast.

This is the weighting that should be applied to the third and fourth periods prior to the period being forecast. This defaults to 0.3, meaning that these two periods contribute 30% to the calculation of the forecast.

This is the weighting that should be applied to the fifth and sixth periods prior to the period being forecast. This defaults to 0.2, meaning that these two periods contribute 20% to the calculation of the forecast.

This is the weighting that should be applied to the first three periods immediately prior to the period being forecast. This defaults to 0.45, meaning that these three periods contribute 45% to the calculation of the forecast.

This is the weighting that should be applied to the fourth, fifth and sixth periods prior to the period being forecast. This defaults to 0.25, meaning that these three periods contribute 25% to the calculation of the forecast.

This is the weighting that should be applied to the seventh, eighth and ninth periods prior to the period being forecast. This defaults to 0.2, meaning that these three periods contribute 20% to the calculation of the forecast.

This is the weighting that should be applied to the tenth, eleventh and twelfth periods prior to the period being forecast. This defaults to 0.1, meaning that these three periods contribute 10% to the calculation of the forecast.

This lets the system try to find the optimum coefficient values to use when forecasting, instead of the values at the coefficient fields below. Unless you have an advanced knowledge of how these algorithms work, we suggest that you let the system calculate the optimum values for the coefficients.

This is the level coefficient you want to apply when forecasting with this algorithm. This defaults to 0.

This is the seasonal coefficient you want to apply when forecasting with this algorithm.

This is the coefficient used when calculating forecasts using this algorithm. This defaults to 0.6. You can override this at stock code/revision/release/warehouse level.

This lets the system try to find the optimum coefficient values to use when forecasting, instead of the values at the coefficient fields below. Unless you have an advanced knowledge of how these algorithms work, we suggest that you let the system calculate the optimum values for the coefficients.

This is the level coefficient you want to apply when forecasting with this algorithm. This defaults to 0.

This is the coefficient used when calculating forecasts using this algorithm. This defaults to 0.6. You can override this at stock code/revision/release/warehouse level.

This is the seasonal coefficient you want to apply when forecasting with this algorithm.

This generates journals for amendments made to Families and Groupings structures using the Families and Groupings program and enables you to monitor information that has changed for structures such as collection additions, changes and deletions and SKU (Stock Keeping Unit) additions and deletions. These changes affect the resultant forecast. You can list the journals using the IO Amendment Journal program.

This generates journals for amendments made to selection sets using the IO Selection Sets program. You can list the journals using the IO Selection Sets Amendment Journal program. This parameter can only be set at company level.

This generates journals for amendments made to policy settings using the Manual Forecasting, Batch Forecasting and Demand History Maintenance programs. You can list the journals using the IO Policy Amendment Journal program. This parameter can only be set at company level.

Because the Optimization suite of modules uses a demand-driven approach, in most cases the inventory levels are determined by the forecasted demand.

Live

This uses the forecast from the Requirements Calculation (stored in SYSPRO's Requirements Planning tables).

Draft

This uses the forecast created by the Inventory Forecasting or Inventory Families and Groupings modules. Last snapshot selects the last snapshot created for each stock code/revision/release/warehouse instance.

This applies the gross requirements rule defined against the stock item when calculating the demand for a stock code/warehouse. Sales order demand is used as the basis for the calculation to determine the minimum level required for each period. Otherwise, forecasts are always used as the demand.

This includes demand created by existing job allocations in calculating the model. This does not include demand from suggested jobs.

This calculates the maximum stock level using the batching rule. By default (with no policy in place) the model suggests a minimum of zero and a maximum equal to the total demand. If a policy is in place, the model calculates the minimum and maximum according to the policy. In either case, the calculation of the maximum will be modified by the effect of the batching rule.

This indicates the forecast to use when comparing against sales for each period.

Last

This uses the last forecast taken for the period.

Last outside lead

This uses the last forecast for the period outside the lead time.

Average

This uses the average of the most recent snapshots within the time window defined by the number of Snapshot months.

Average outside lead

This uses the average of the most recent snapshots outside the lead time, within the time window defined by the number of Snapshot months.

This is the time window prior to the run date selected for the forecast accuracy review. If the calendar used is in weeks, then all the periods that fall within this time window are included. The time window can be anything from 1 to 12 months.

This is the time window for the periods used in the calculation of the moving average forecast in the forecast accuracy review. If the calendar used is in weeks, then all the periods that fall within this time window will be included. The time window can be anything from 1 to 12 months. This value is only used if the comparison type selected is Moving average.

This is the time window prior to the run date selected for the forecast accuracy review. If the calendar used is in weeks, then all the snapshots that fall within this time window are included. The time window can be anything from 1 to 6 months. This value is only used if the Forecast to use selected is either Average or Average outside lead.

This insert any additional purchase order text held against a stock item being purchased as comment lines. This only applies when creating a purchase order in the Purchase Order module (i.e. not when creating a purchase order via MRP).

This inserts any dangerous goods text held against a stock item being purchased as comment lines.

Enable this option for the status of an order that has been maintained but not printed to revert to 1 - Ready to print. This ignores the Reprint completed lines preference in the Purchase Order Format program and means you won't be able to reprint a purchase order with completed lines.

Don't enable this option if you want the order status to remain 4 - Printed after having been initially printed online. Any printing done during order maintenance is seen as a reprint and your selection at the Reprint completed lines option is taken into account.

This allow changes to the delivery address in the Purchase Order Header Information program, providing you have enabled the option: Restrict order to single warehouse and use for delivery address.

This allows you to add stocked and non-stocked items to blanket purchase orders using the Purchase Order Entry program (unless the BPO contract is fixed). If the item added is already part of the BPO contract, then the line details are pulled in from the contract and the relevant fields disabled (as these must match the contract). Otherwise only freight, miscellaneous and comment lines can be added and changed for any blanket purchase orders using the Purchase Order Entry program.

This applies to purchase orders created from sales orders.

Retain original customer and purchase order

This prevents adding a backorder line to an existing purchase order when the customer/customer purchase order numbers differ.

Change original customer and purchase order

This allows the original customer and customer purchase order numbers on the p/o to be changed.

Ignore different customer and purchase order

This allows a backorder line to be added to an existing p/o when the numbers differ.

This indicates how you want to confirm and notify the originator of a requisition when processing a partial purchase order receipt for the requisition.

Only one

This routes the requisition back to the originator only for the first receipt processed.

Always

This notifies the originator each time a receipt is processed, regardless of whether it is acknowledged in the originator's Routed to view.

Only confirmation

This routes the requisition back to the originator for the first receipt processed.

This enables you to process a shipment receipt for non-stocked lines on a purchase order. If a non-stocked line is encountered during consignment maintenance, then the system allows you to create a sundry consignment. The non-stocked code and quantity is retrieved automatically from details held against the non-stocked line. A Receive into stock option enables you to receipt the non-stocked line at the time of processing a shipment receipt.

This forces the operator to specify the exchange rate for a shipment at the time of adding the consignment advice. The entered exchange rate is applied to all purchase order lines with that currency which was added to the shipment for the current run of the program. If the exchange rate is not fixed on the purchase order, then the rate specified in the currencies table is used.

This uses the fixed exchange rate entered against the purchase order, regardless of whether you maintain individual or global exchange rates using the LCT Shipment Maintenance program. If you select this option together with the Auto prompt to establish exchange rate option, then the fixed rate against the purchase order is used regardless of whether the operator enters a rate when prompted.

This updates the due date for all order lines on all purchase orders for a shipment when you change the arrival date for an existing vessel.

Indicates how you want to process sales orders (i.e. set to complete, not complete or prompt operator) when using the Shipment Receipt program to receipt a shipment linked to a sales order (not a scheduled order) and the receipt quantity equals the back ordered quantity on the sales order.

Indicates how you want to process sales orders (i.e. set to complete, not complete, or prompt operator) when using the Shipment Receipt program to receipt a shipment linked to a sales order (not a scheduled order) and the receipt quantity is less than the back ordered quantity on the sales order.

Indicates how you want to process sales orders (i.e. increase the sales order to equal the receipt quantity, leave as is or prompt the operator) when using the Shipment Receipt program to receipt a shipment linked to a sales order (not a scheduled order) and the receipt quantity is more than the back ordered quantity on the sales order.

This enables you to reverse a receipt after the GRN has been matched. It does not, however, allow the reversal of a receipt for an item that is flagged as lot traceable or requiring inspection.

This includes freight and miscellaneous lines when exporting purchase orders in XML format (using either the Purchase Order Export program, or the Purchase Order Entry program). Previously exported freight or miscellaneous lines that are subsequently changed are not re-exported. However, freight and miscellaneous lines added to an order after it has been exported are included in the export.

This indicates the number of days before/after a purchase order's due date that it may still be supplied. 0 means no check is made for either early or late supply. Selecting the Receipt All option from the Purchase Order Receipts program, calculates the number of days between the receipt date and due date for each order line. If that number of days exceeds the number of days entered here, then those order lines are ignored.

This indicates the percentage according to which a purchase order receipt quantity can be more or less than the original purchase order quantity. This option comes into effect when either you attempt to receive into stock more than the original order quantity, or you attempt to specify that the order line is complete (i.e. an under supply has occurred). Only a warning message is displayed and the operator is not prevented from accepting the variance.

This is the percentage by which the expected costs and the actual AP invoice value can differ when apportioning the invoice value across cost elements.

This is the percentage by which the calculated landed cost and the current inventory cost of an item can differ when using the Calculate New Landed Cost program to update inventory costs.

This prints the document at the time of issuing the RMA (i.e. no values are printed). If you selected the cross-shipment option then you can also maintain and print the sales order.

This prints the RMA document only at the time of receipting the returned merchandise. You will be able to add/maintain jobs and credit notes as well as print the RMA document.

This prints the RMA document at the time of issuing and receipting the RMA (only applicable to printing RMA documents on-line).

This prompts you to accept or change the restocking fee when you end an RMA (you are only prompted if the problem code on the RMA is blank, so don't enable the Problem code mandatory setup option (Setup Options > Configuration > Distribution > Return Merchandise Authorization).

This automatically applies the restocking fee when you end the RMA.

Indicate the default warehouse that must be used when receiving RMAs.

Indicate the default warehouse that must be used for repairing RMAs.

Indicate the default warehouse that must be used for restocking components.

Indicate the default invoice terms toimp040 use for a cross-shipment or exchange order.

Indicate the default non-stocked unit of measure to use.

Indicate the default non-stocked product class to use.

This prevents operators from changing the AR branch and geographic area when processing orders (this does not, however, prevent operators from defining the default branch to use for orders).

This allows the change, but does not require the system to check that GL integration accounts are defined against the branch.

This allows the change but also requires the system to check that GL integration is defined for the branch.

This uses the text entered at the Shipping instructions default message option as the default text for the Ship via field when capturing sales orders. The message can be printed on delivery notes and invoices.

This links your shipping messages to a two-character shipping instruction code. The message is displayed automatically when the code is entered at the Ship via field. If the code is not on file then you can enter a 28-character shipping message description.

This defaults to shipping the order quantity on the sales order.

This defaults to reserving the order quantity on the sales order.

This indicates how the Document Print program must treat the remaining order qty after you print an invoice for a partial shipment.

Not required

This sets the order status to complete (the order qty which could not be shipped is ignored).

Manual

This requires you to use the Order Maintenance function to move the qty from back order to ship manually.

Automatic

This moves the backorder qty to shipped automatically (if there is enough stock on hand, or if you have allowed stock on hand to go negative).

This enables you to update the ship quantity of lines for orders that are in a status of 4 at the time of importing back order releases from an ASCII file. Back order releases are imported using the Import Back Order Releases program. In order to apply this option when importing back order releases, the entry at the Status field of the import file must be 8 and the entry at the Update ship quantity field must be Y.

This lets you indicate when the Insufficient Stock window must be displayed during sales order entry.

On adding a line

This displays it after the order qty is entered and you tab off the field.

Whenever line is placed in backorder

This displays it as soon as the shortage qty is placed into backorder.

Only by operator selection

This enables the operator to manually select the option to display it.

By operator preference

This displays it according to the sales order preferences defined for the operator.

This lets you request the invoice date or number (provided automatic numbering is not defined) at the time of releasing a status 4 order or when a dispatch note is released for invoicing. Otherwise, the order number is automatically assigned as the invoice number for the first invoice produced for the order (if the Sales order moved to invoice option is enabled). For subsequent invoices, the next invoice number is assigned based on the invoice numbering method defined.

This notifies you when dangerous goods text is held against the stock item being processed for the customer during sales order entry. Upon saving the line, you are given the option to enter a standard comment or free format comment text. This allows you to notify customers of the delivery of dangerous goods items, where the data sheet for those items must accompany the goods, or to inform the customer of an updated specification or data sheet.

Indicates how often you want to notify a customer of dangerous goods text held against an item being ordered. 0 always notifies the customer of dangerous goods text (e.g. to inform customers at least every year about dangerous goods text, enter 365 here). When capturing an order, the program checks the date when last an invoice was raised for the customer/stock code combination, and notifies the operator of dangerous goods text only if the number of days entered here is exceeded.

This ensures that a credit authority is requested when releasing orders that were placed in a status of suspense manually.

This applies customer credit limit checking when an invoice is about to be produced (i.e. orders in a status of 8) regardless of whether you selected No check at the Credit check for order to be released option. The check is based on the sum of the value of the invoice about to be produced; the customer's current balance; and the ship value of any orders for the customer which are in a status of ready to be invoiced. Negative orders (i.e. credit notes) are ignored from this credit check.

This ignores order lines that fail a customer credit limit check applied at the time the order is shipped (when selecting either the Apply release quantity or Release all lines functions of the Back Order Release program) and to place the order into a status of 2 (i.e. open backorder). Otherwise orders are placed into a status of suspense if any order lines fail the credit check applied at the time of shipping the order.

This resets a customer's credit status after using the Document Print program to process a credit note against an invoice.

Include orders in this status when the Order Purge program updates sales order prices where there have been changes to the price of a stocked item.

Include orders in this status when the Order Purge program updates sales order prices where there have been changes to the price of a stocked item.

Include orders in this status when the Order Purge program updates sales order prices where there have been changes to the price of a stocked item.

Include orders in this status when the Order Purge program updates sales order prices where there have been changes to the price of a stocked item.

Include orders in this status when the Order Purge program updates sales order prices where there have been changes to the price of a stocked item.

Include orders in this status when the Order Purge program updates sales order prices where there have been changes to the price of a stocked item.

Include orders in this status when the Order Purge program updates sales order prices where there have been changes to the price of a stocked item.

This enables you to apply an expired contract price (if it is the lowest price) to a contract customer during sales order entry. If the operator does not select to apply the expired contract price, then the program searches for the next lowest unexpired price as normal. This facility can be password-protected.

This uses the line ship date (instead of the document or order date) as the date for checking the contract prices of scheduled orders. For normal orders, the document date or order date is used to determine contract prices. Regardless of selection here, if you maintain an order line and change the ship date, the price is not automatically recalculated according to the contract dates.

This notifies you if there are no contracts on file for the current customer/stock code combination, whenever you attempt to retrieve contract prices (e.g. when entering an order or quotation).

This enables you to change the default unit of measure displayed at the Order quantity field when capturing an order.

This indicates that the relationship between the ordering and stocking units of measure is not absolute.

This defines the quantity you want to use when calculating the total unit discount value for an order line.

Order quantity to ship

This calculates the unit discount for an order line based on the quantity specified at the Order quantity field.

Actual stocking quantity to ship

This calculates the unit discount for an order line based on the quantity specified at the Ship quantity field.

Indicate the default invoice format you want to use for counter sales invoices and point of sales documents. It overrides the default of 0 at the Format number field in the Sales Order Entry program.

Indicate the default format you want to use for counter sales deposits. You use the SO Document Formats program to define the fields you want to print on the deposit document.

Select this for the order quantity to default to 1 in sales order entry. You can override this quantity at the time of capturing the counter sale (or point of sale) during order entry.

This enables you to set the default payment code that you want to use when giving change. You can override this code during payment entry

This automatically reactivates an expired promotion when a sales order is cancelled, deleted or changed and the allocated amount falls below the budget amount. Otherwise the promotion will remain expired.

This applies the promotion to a sales order even if an order line exceeds the budget amount. The promotion is set to expired immediately after the sales order is added. Otherwise the promotion won't apply to the sales order that exceeds the budget amount. This option also applies when called from the Back Order Release program.

This enables you to change a miscellaneous line generated from an Off invoice or Free goods promotion. Only the Cost and the Tax values may be changed. If the cost is changed, then any subsequent recalculation of the promotion does not change the cost.

Enable this for the cost of a miscellaneous line generated from an Off invoice or Free goods promotion to default to zero. For example: When generating a promotion from a merchandise item that already carries a cost, you may want to process the promotion as a discount only, which does not carry a cost. This option enables you to generate such a promotion line with a zero cost. If you also select the Maintain miscellaneous line option, then the operator can change the cost from zero.

Indicate the default deduction code to use when adding accrual promotions using the Promotion Code program. Deduction codes are used in the processing of accrual promotion rebates and deductions.

Indicate the default resolution code to use when processing a normal approved deduction resolution using the Deduction Review program.

Indicate the default resolution code to use when writing off a deduction and when automatically writing off several deductions using the Deduction Review program.

Indicate the default resolution code to use when resolving deductions by offsetting them with accrued promotions using the Deduction Review program.

This assigns a sequence number to each structure added using the Structures and Routings program. It applies when you have multiple occurrences of the same parent/component combination and can also be used as a method of printing components in a sequence other than by stock code. If this option is enabled, then SYSPRO always assumes that there should be at least one milestone operation and that you would typically post labor to that operation.

Indicate whether you want to set the structure sequence key to be numeric or alphanumeric. Selecting numeric enables you to change the sequence of components assigned to the parent stock code.

Indicate the default sequence number (numeric or alphanumeric) that must be used when adding structures using the Structures and Routings program. If structure sequencing is not required, then the entry defined here is still assigned to each structure added, in case you enable this feature at a later stage.

An ECC bill of materials can only be selected for archiving when an engineering change order is moved to a status that accepts the changes made to the bill of material.

Batch

This let you archive BOM changes manually.

Immediate

This archives a BOM automatically.

Immediate (prompted)

This prompts you to archive a BOM. If you don't archive the BOM when prompted, you can still archive it manually using the Structure and Routing Archive program.

This sets the revision/release for an ECC-controlled component to the current revision/release when using the Structure and Routing Archive program to archive bills of materials. When retrieving the archived BOM, the revision/release saved at the time of archiving is retained. If you don't enable this option, then when retrieving an archived BOM, the revision/release for the component is replaced by the revision/release which is current at the time of retrieval.

This indicates the first status in your workflow. All engineering change orders are assigned this status when they are created. You can prevent users from creating engineering change orders by denying them the authority to access the initial engineering change order status.

This indicates the engineering user to use when no responsible user has been assigned to an ECC-controlled stock item.

This is the default description you want to display for offer 1 assigned to a quotation. You can change this description at the time of maintaining a quotation.

This is the default description you want to display for offer 2 assigned to a quotation. You can change this description at the time of maintaining a quotation.

This is the default description you want to display for offer 3 assigned to a quotation. You can change this description at the time of maintaining a quotation.

This is the default description you want to display for offer 4 assigned to a quotation. You can change this description at the time of maintaining a quotation.

This is the default description you want to display for offer 5 assigned to a quotation. You can change this description at the time of maintaining a quotation.

This is the default description for the default offer assigned to a quotation. You can change this description at the time of maintaining a quotation.

This uses route 0 in the Quotation Cost Implosion, Lead Time Calculation and Quotation Job Loading programs when no components and/or operations exist on the route you selected to process in these programs. Otherwise, no operations or components are included in the cost implosion or in the created job.

This allows changes to the default query date when maintaining a quotation.

This allows changes to the default quotation expiry date when maintaining a quotation and is enabled by default if you select the Force entry of expiry date option. You can't select this if the expiry date is based on the print date.

Enter the number of days that must be added to the base date to determine the expiry date of the quotation.

This is the maximum number of decimals (0 to 6) allowed to be held for the quantity per field in the resource structure file.

This is the default number of days in each time bucket for resource planning. The Resource Planning Query program allows you to override this time period at run time.

This creates a journal of all additions, deletions or changes made to forecasts.

This creates a journal of all additions, deletions, or changes made to build schedules.