Inventory Preferences

Setup Options > Preferences > Distribution > Inventory

This enables you to monitor changes made to stock information. You can view these changes using the Inventory Amendment Journal program.

This is used when the number of decimals for a stock item differs from the number of decimals specified at the Quantity per field for the same item.

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 to reject imported job and purchase order receipts if they exceed the acceptable cost variance percentage defined. This check is performed at the time of actually processing the import and not at the time of validating the import file. When this option is not enabled, no check is performed.

This prevents the average cost of a stock item being recalculated when you post a negative receipt using the Inventory Movements, Purchase Order Receipts or Job Receipts programs. If you don't select this option, then the average cost for a stock item is recalculated only if the negative receipt does not cause the quantity on hand for the stock item to become negative. This option is only available if the Costing method is set to Average, or if Costing per warehouse is selected.

This maintains accurate warehouse costs for items received into stock by allowing you to specify a part of the transaction value comprising non-merchandise costs and to store these values in ledger accounts. You must select this if you intend using the full GIT transfers facility and you want to apply a cost multiplier for transfer-supplied items (as well as if you enabled the 'Include non-merchandise costs in last cost' option to include the cost multiplier value in the last cost of an item).

Select this to allow a batch serial number that exists against a stock code in one warehouse to be receipted against the same stock code in another warehouse. Otherwise, a batch serial can only exist in one warehouse and subsequent receipts against the serial number must occur in the warehouse in which it is stocked.

Select this if you do not require a List price code to be assigned to a stocked item. Note that if you are retaining a history of price changes then capturing a stock item without associating it to a price code will result in no price history being created for that item.

Select this to validate the product class assigned to a stock item. This option is ignored by the Sales Order Import and EDI Sales order lines programs as a valid product class must be defined against each line. Lines with invalid product classes are ignored by the export/import processes.

Select this to be able to backflush a bought out item and issue any attached materials and labor. This is typically an item that you purchase, but sometimes can be made-in so quickly that there is no need to set up a job. Alternatively, some companies initially purchase items but are responsible for warranty and service jobs on the item (e.g. appliances). These companies typically want to issue components and labor for the service without the overhead of maintaining a full manufacturing system.

If multiple bins is enabled, then this option enables you to include bin transfers when retaining transaction movements processed for a stock item. Otherwise, the bin transfer transaction can be printed on the Inventory Journal Report but no movement is created.

This enables the automatic creation of new bins when a non-existent bin is supplied against a transaction. If you are using fixed bins in the warehouse then this option doesn't apply - the bin must exist before you can process any transaction against it (including stock take capture/import). Bins are not automatically created when processing negative inventory transactions.

Select this to restrict access to the destination warehouse when performing a warehouse transfer out or a supply chain transfer. The system checks the warehouse security access settings and prevents the operator from processing supply chain transfers if that operator has been denied access to the destination warehouse. Similarly, the operator is prevented from processing a warehouse transfer out if access is denied to the destination warehouse.

Select this to include negative values arising from a negative on hand quantity in inventory valuations. This decreases the total value of stock.

This allows the transfer of a serial (currently selected for stock take) out of the stock take warehouse into another warehouse using the Bins, Lots & Serial Capture program.

This does not apply to serials created in the current stock take.

Select this to process all warehouses when running the Balance or Month end functions of the Inventory Period End program (i.e. you will not be able to select a specific warehouse to process). In order to finalize an Inventory month end and increment the current month number, all warehouses must be selected for processing.

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.

Indicate the cut-off percentage (or quantity) according to which variances detected during a stock take can be reported on using the Stock Take Variance report and queried using the Stock Take Query program. Variances are only calculated if this field is non-zero.

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 allows you to add a stock code that already exists as a non-stocked item in the Quotations module. This applies to new stock codes added using the Stock Code Maintenance, Stock Code Copy and Quotation Stock Part Creation programs.

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.

Select this to request the ledger code to be used as the distribution entry when processing inventory transactions.

This creates amendment journals for all changes processed against goods in transit. This information can be viewed using the GTR Detail Amendment Journals program.

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.

This uses the warehouse defined against the operator.

This uses the default warehouse defined against the operator.

This uses the warehouse defined against the company.

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

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

This allows you to deplete lots and bins automatically when processing a kit issue (stock is issued from the oldest, smallest lots and/or bins first).

This allows you to deplete lots and bins automatically in sales order entry, return merchandise, dispatch notes and back order releases (stock is issued from the oldest, smallest lots and/or bins first). This option takes precedence over the Request lots/bins/serials when reserving stock Sales Order Configuration option.

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.

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

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 define conditions overriding when a stock code can be deleted.

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.