Inventory Conversion Reference Manual

Transcription

1 Inventory Conversion Reference Manual FASPAC 3.5 FPD/202

2 Faspac Systems, Inc Fay Avenue, Suite 301 La Jolla, CA Confidential and Proprietary Copyright 2000 Faspac Systems, Inc. All Rights Reserved This document is the trade secret property of Faspac Systems, Inc. and is protected by copyright law and international treaties. Its use by you is strictly governed by a license agreement. Unauthorized reproduction or distribution may result in severe civil or criminal penalties. Trademarks: FASPAC is a trademark of Faspac Systems, Inc. All other trademarks, registered trademarks, names, or product names contained in this publication are the property of their respective owners, and Faspac Systems, Inc. neither endorses nor otherwise sponsors any such product or services referred to herein.

3 Table of Contents Introduction...5 Step One Planning and Preparation...5 Step Two Create The First Set of Item Numbers...5 Step Three (Optional) Print a Worksheet...6 Step Four Enter Item Information....6 Step Five Create Item Master and Warehouse Records...6 Step Six (Optional) Print a Worksheet...7 Step Seven Record On-Hand Quantity, Replacement Cost, and Average Cost 7 Step Eight (Optional) Create Additional Warehouse Records...7 Create New Part Numbers (IC/CNP)....8 Print Input File (IC/RP1)...13 Update Input File (IC/IM1)...15 Enter Item Information...27 Add an Item Number...27 Change Item Information...27 Delete an Item Number...27 Using the Replace Function...28 Update Item Information...28 Moving through the Work File...28 Exit the Work File...29 Transfer Input to Inventory Files (IC/IM2)...30 Cost/Qty/Price Listing for IM3 (IC/RP3) Warehouse Inventory Item Maintenance (IC/WIM)...37 Update Cost/Qty/Price (IC/IM3)...39 Copy Warehouse Records to Another Warehouse (IC/CWH)...43 Copy Inventory To Another Co/Whse (IC/CCI) FPD/202 IC - 3

4 Introduction The Inventory Conversion module is used to create nomenclature item numbers. The Inventory Conversion programs should be used as part of the FASPAC start-up procedure and any time a new product line is added. The Inventory Conversion process includes creating item numbers, entering item number information, creating Item and Warehouse Master records, and recording the on-hand quantity, average cost, and replacement cost for each item. The Inventory Conversion process and the sequence in which you will build and update the Inventory Master files (IM/MAI) is outlined on the following pages. Step One Planning and Preparation It is imperative that you have a clear understanding of the difference between FASPAC nomenclature and free-form items, how categories and short names are used, and the options available for saving part history records. It is a good idea to discuss your Inventory Conversion plans with a Faspac Customer Support Representative and do the following preparations before creating item numbers. Read the Nomenclature (NOM) and Inventory Conversion (IC) sections of the manual Edit the Nomenclature file to suit your needs Plan the order in which item numbers will be created Define categories and create Category Codes (IM/CFM) Create Price Table Codes (IM/IMP/CPT, PTM) Step Two Create The First Set of Item Numbers Using Create New Part Numbers (IC/CNP), create the first set of item numbers. Name the work files based on the type of item numbers to be created (such as HCS for hex cap screws). Create item numbers in groups within a work file (one diameter and a range of lengths at a time). FPD/202 IC - 5

5 INTRODUCTION Step Three (Optional) Print a Worksheet Using Print Input File (IC/RP1), print a worksheet of all items created in Create New Part Numbers (IC/CNP). Use the worksheet as an aid in gathering and adding item information. Step Four Enter Item Information Using Update Input File (IC/IM1), enter item information. If desired, the RP1 worksheet can be printed again after entering item information, to check data entry. Check for and correct any errors in the updated information, before continuing. Step Five Create Item Master and Warehouse Records Using Transfer Input File to Inventory (IC/IM2), create Master and Warehouse records for items that are currently in the temporary work file, and have not yet been updated to the Inventory Master file (through IM/MAI). After being updated to the Master file, these part numbers remain in the temporary work files, which can be useful in the future. You can later build off of the item numbers in the work files to create new part numbers. For example, if you have the part number 37C225HCS in both the Inventory Master file and the temporary work file, and you decide to add the same part with a grade 5 to your Inventory Master file, you can do this by accessing the temporary work file and simply changing the Description Code to HCS5. Again using Transfer Input File to Inventory (IC/IM2), the new part number can easily be added to the Inventory file. Those part numbers in the work file that have already been updated to the Item Master record are not updated again. Only those items that the system recognizes as new, are updated to the Inventory Master file. IC - 6 FPD/202

6 STEP EIGHT (OPTIONAL) CREATE ADDITIONAL WAREHOUSE RECORDS Step Six (Optional) Print a Worksheet Using Cost/Qty/Price Listing for IM3 (IC/RP3), print a worksheet of all items updated to the Inventory Master file (IM/MAI). Use the completed worksheet as an aid in recording item information as per the instructions in step seven. Step Seven Record On-Hand Quantity, Replacement Cost, and Average Cost Using Update Cost/Qty/Price (IC/IM3), enter each item s replacement cost, on-hand quantity, and average cost Or: Using Receive Without a P.O. (REC/RNO), enter each item s on-hand quantity. The option is given to update the replacement cost as the cost is entered. The average cost is calculated based on the Status 2 records created. Step Eight (Optional) Create Additional Warehouse Records If items are in more than one warehouse, additional Warehouse records can be created using Copy Warehouse Records (IC/CWH). Note: To display a list of the existing work files, access the Utilities module (UTIL), select FILE, and then DIR (List Directory Contents). At the Directory Name prompt, enter IC (for Inventory Conversion) and press SKIP. The list of work files and the name of the user who created each file is displayed. Once you have finished viewing the list, follow the directions on the screen to return to the FASPAC Main Menu. FPD/202 IC - 7

7 CREATE NEW PART NUMBERS (IC/CNP) Create New Part Numbers (IC/CNP) Use this program to create nomenclature item numbers. This is the first step in the Inventory Conversion process. A combination of Nomenclature Codes is used to identify an inventory item. These codes include Diameter/Thread, Length, Description, Material, Finish, and Special Suffix Code. Your FASPAC system arrived with an existing Nomenclature file, containing all the codes necessary for creating standard fastener items. Before creating item numbers, we recommend that you read the Nomenclature section of the manual to be certain that the Nomenclature file has been edited to suit your particular needs. Items are created in groups within work files. The purpose of these files is to separate and help you keep track of the items being created. Different work files should be created for each type of item that you want to create. Work file names can be any combination of up to 10 alphanumeric characters. We recommend that each work file be given a name that reflects the type of items being created. For example, HCS might be the name of the file in which hex cap screws are created and stored. After item numbers are updated to the Item Master file through Update Input File (IC/IM1), the part numbers remain in the temporary work files. This can be useful in the future. You can later build off of the item numbers in the work files to create new part numbers. For example, if you have the part number 37C225HCS in both the Inventory Master file and the work file, and you decide to add the same part with a grade 5 to your Inventory Master file, you can do this by accessing the temporary work file and simply changing the Description Code to HCS5. Again using Transfer Input File to Inventory (IC/IM2), the new part number can be easily added to the Inventory file. Those part numbers in the work file that have already been updated to the Item Master record are not updated again. Only those items that the system recognizes as new, are updated to the Inventory Master file. To display a list of the existing work files, access the Utilities module (UTIL), select FILE, and then DIR (List Directory Contents). At the Directory Name prompt, enter IC (for Inventory Conversion) and press SKIP. The list of work files and the name of the user who created each file is displayed. Once you have finished viewing the list, follow the directions on the screen to return to the FASPAC Main Menu. IC - 8 FPD/202

8 CREATE NEW PART NUMBERS (IC/CNP) Entry/Inquiry Screen One Field Explanation Input File Enter the name of the work file you want to create or resume. File names are user-created and can be any combination of characters (up to 10). Tip: We recommend that you name each work file based on the type of item being created. For example, HCS might be the name of the file in which hex cap screws are created and stored. Error Message: File Status 90 File Already in Use - OR Bad Name Was Entered - SKIP The work file name is already in use or it is an invalid name. Press SKIP to acknowledge this message and begin again. File does not exist - create this file (Y/N) This prompt is displayed if you enter a file name that does not exist. Y = Create a file with this name. N = Do not to create a file with this name. FPD/202 IC - 9

9 CREATE NEW PART NUMBERS (IC/CNP) File already exists - add items to this file (Y/N) This prompt is displayed if you enter a file name that has already been created. Y = Add more items to the displayed file. N = Do not to add more items to this file; the cursor moves back to the Input File field. Entry/Inquiry Screen Two Field Explanation 1 Description Code 2 Thread Code Enter the Description Code of the items to be created. You must enter a valid Description Code from the Nomenclature file. Error Message: Invalid - Try Again The code entered is not in the Nomenclature file. Either enter a valid code or exit this program, enter the Description Code in Description File Maintenance (NOM/DS), and begin creating item numbers again. Enter the Thread Count Code of the items to be created. You must enter a valid Thread Count Code associated with a valid Diameter Code in the Nomenclature file. IC - 10 FPD/202

10 CREATE NEW PART NUMBERS (IC/CNP) Metric Y = Create metric items. N = Create standard (non-metric) items. Metric items are measured and recorded in millimeters. Standard items are measured in inches. The system automatically places a period (.) in front of all metric item numbers, to indicate that the numbers are metric. 3 Material Code 4 Finish Code Enter the Material Code of the items to be created. If the item numbers do not require a Material Code, but do require a Finish Code, enter zero(0), as the Material Code. If the items numbers do not require a Material Code or a Finish Code, leave this field blank and press Return. Error Message: Invalid - Try Again The code entered is not in the Nomenclature file. Either enter a valid code or exit this program, enter the Material Code in Material Code File Maintenance (NOM/MCM), and begin creating item numbers again. Enter the Finish Code of the items to be created. To create the item numbers without a finish (plain items), leave this field blank and press Return. If an entry is made in this field, it must be a valid Finish Code from the Nomenclature file. 5 Special Code Error Message: Invalid- Try Again The code entered is not in the Nomenclature file. Either enter a valid code or exit this program, enter the Finish Code in Finish Code File Maintenance (NOM/FC),and begin creating item numbers again. Enter the Special Suffix Code of the items to be created. If an entry is made in this field, it must be a valid Special Code from the Nomenclature file. Do not enter the slash (/), the system automatically places it in front of the Special Code. FPD/202 IC - 11

11 CREATE NEW PART NUMBERS (IC/CNP) Error Message: Invalid - Try Again 6 From Diameter To Diameter The code entered is not in the Nomenclature file. Either enter a valid code or exit this program, enter the Special Suffix Code in Special Code File Maintenance (NOM/SCM), and begin creating item numbers again. Enter the range of diameters for which to create item numbers. Since the range of lengths are different for the various diameters, we recommend that you create item numbers for one diameter and a range of lengths, at one time. To do this, enter the same diameter in both fields. 7 From Length To Length SELECT Enter the range of lengths for which to create item numbers. To create item numbers for one length only, enter the same length in both fields. To create items numbers without length dimensions, leave these fields blank, and press Return. Enter the number of the field you want to change. To create items as per the parameters entered, leave this field blank and press Return. The item numbers display as they are created. Create More Parts for this file (Y/N) Y = Add more parts to this work file. N = Exit this program. IC - 12 FPD/202

12 PRINT INPUT FILE (IC/RP1) Print Input File (IC/RP1) Print Input File (IC/RP1) is used to print the contents of an Inventory Conversion work file. The item numbers from each work file print in size sequence, in the format of a worksheet. You have the option of including or excluding the item description. Printing the contents of a work file is an optional step in the Inventory Conversion process. However, we recommend that you print an input file after creating your first set of item numbers (IC/CNP), and then again after updating item information to the temporary work files (IC/IM1). After creating your initial work files, printing a worksheet will help you to keep track of your files, while providing a convenient means of accumulating item information. Whether item information is easily accessed or must be gathered from various sources, you may decide to have the worksheets filled in by persons knowledgeable about your inventory, and then given to others adept in data entry, who can quickly enter the item information through Update Input File (IC/IM1). After updating items in the temporary work files with the appropriate item information (IC/IM1), we recommend that Print Input File (IC/RP1) be run again, to check data entry before creating Item Master and Warehouse records, through Transfer Input File to Inventory (IC/IM2). Entry/Inquiry Screen FPD/202 IC - 13

13 PRINT INPUT FILE (IC/RP1) Field Explanation Input File Enter the name of the work file for which to print the contents. Press SKIP, to exit the program without printing a worksheet. If you need to view the list of valid work file names, see the Introduction of the Inventory Conversion (IC) section for detailed information. PRINT DESCRIPTIONS (Y/N)? Y = Print the item description on the worksheet. N = Exclude the item description from the worksheet. Sample Print Input File COMPANY: 10 BEST FASTENERS, INC. PAGE 1 RUN ID: RP1 PRINT INPUT FILE 03/04/00 RUN BY: FAS FILE NAME - BWH 15:43:11 03/04/00 ITEM SHORTNAME CAT PC TX ABC UM H DUR LIM BOX CASE BULK WEIGHT MAX MIN LIST PRICE ================================================================================================================================ 1C12HCSSZ 1-64 X 1/8 HEX CAP SCREW 18-8 SS ZINC 1C15HCSSZ 1-64 X 5/32 HEX CAP SCREW 18-8 SS ZINC 2C12HCSSZ 2-56 X 1/8 HEX CAP SCREW 18-8 SS ZINC 2C15HCSSZ 2-56 X 5/32 HEX CAP SCREW 18-8 SS ZINC 3C12HCSSZ 3-48 X 1/8 HEX CAP SCREW 18-8 SS ZINC 3C15HCSSZ 3-48 X 5/32 HEX CAP SCREW 18-8 SS ZINC 4C12HCSSZ 4-40 X 1/8 HEX CAP SCREW 18-8 SS ZINC 4C15HCSSZ 4-40 X 5/32 HEX CAP SCREW 18-8 SS ZINC 5C12HCSSZ 5-40 X 1/8 HEX CAP SCREW 18-8 SS ZINC 5C15HCSSZ 5-40 X 5/32 HEX CAP SCREW 18-8 SS ZINC 6C12HCSSZ 6-32 X 1/8 HEX CAP SCREW 18-8 SS ZINC 6C15HCSSZ 6-32 X 5/32 HEX CAP SCREW 18-8 SS ZINC 8C12HCSSZ 8-32 X 1/8 HEX CAP SCREW 18-8 SS ZINC 8C15HCSSZ 8-32 X 5/32 HEX CAP SCREW 18-8 SS ZINC 10C12HCSSZ X 1/8 HEX CAP SCREW 18-8 SS ZINC 10C15HCSSZ X 5/32 HEX CAP SCREW 18-8 SS ZINC 12C12HCSSZ X 1/8 HEX CAP SCREW 18-8 SS ZINC 12C15HCSSZ X 5/32 HEX CAP SCREW 18-8 SS ZINC 18C12HCSSZ 3/16 X 1/8 HEX CAP SCREW 18-8 SS ZINC 18C15HCSSZ 3/16 X 5/32 HEX CAP SCREW 18-8 SS ZINC 25C12HCSSZ 1/4-20 X 1/8 HEX CAP SCREW 18-8 SS ZINC 25C15HCSSZ 1/4-20 X 5/32 HEX CAP SCREW 18-8 SS ZINC 31C12HCSSZ 5/16-18 X 1/8 HEX CAP SCREW 18-8 SS ZINC 31C15HCSSZ 5/16-18 X 5/32 HEX CAP SCREW 18-8 SS ZINC 37C12HCSSZ IC - 14 FPD/202

14 UPDATE INPUT FILE (IC/IM1) Update Input File (IC/IM1) Use this program to update item information. Updating item information usually refers to entering and updating the information of items in the work files. These items can be newly created through Create New Part Numbers (IC/CNP), or created through the use of the replace or add function in this program. Updating item information also includes deleting item numbers from the work files. Entry/Inquiry Screen One Field Explanation Input File Enter the name of the work file to update. If an invalid file name is entered in this field, a warning sign displays and the program is aborted. FPD/202 IC - 15

15 UPDATE INPUT FILE (IC/IM1) Entry/Inquiry Screen Two Field Explanation SELECT The first item number in the work file displays. F3 = Scroll forward through the list. F4 = Scroll backward through the list of items in this work file. T = Go to the top of the file and view the first item number. B = Go to the bottom of the work file and view the last item number. S = Display a specific item number. Once the item is located, enter one of the following options: A = Add an item number. C = Change the information of the displayed item number. D = Delete the displayed item number. R = Use the Replace function, either to create new item numbers or to replace a field entry in the records of all the items in this work file. Q = Exit this program. Note: If an item was recently created through Create new Part Numbers (IC/CNP) and no item information exists, the cursor moves directly to the Short Name field. IC - 16 FPD/202

16 UPDATE INPUT FILE (IC/IM1) Start With Item No. This field is displayed only if you entered S at the SELECT prompt. Enter the item number to display. Once displayed, the cursor moves back to the SELECT prompt, allowing you to make another selection. Error Message: Invalid Item Number The item number entered is not in the work file. Press SKIP to acknowledge the message and begin again. The cursor moves to the following fields only if you entered A at the SELECT prompt. 01 Item No Enter the item number to be created. The system automatically displays the description of the new item number, based on the entry in this field. Error Messages: Beginning of File - SKIP The first item number in this work file has been reached while scrolling through the list. Press SKIP to acknowledge the message and begin again. End of File - SKIP The last item number in this work file has been reached while scrolling through the list. Press SKIP to acknowledge the message and begin again. File is Empty - SKIP There are no item numbers in this work file. Press SKIP to acknowledge the message and move the cursor to the SELECT prompt. Either enter Q to exit this program and then use Create New Part Numbers (IC/CNP) to create item numbers, or add item numbers individually using the Add option. Invalid Item Number - SKIP The item number entered cannot be created because one or more of the codes used is not in the Nomenclature file. FPD/202 IC - 17

17 UPDATE INPUT FILE (IC/IM1) Record Already Exists - SKIP 03 Short Name 04 Category The Add option was selected and the item number entered is already in the work file. Press SKIP to acknowledge the message. Press CMD to move the cursor back to the SELECT prompt. Enter the short name of the item entered. The short name can be used to quickly access the item throughout FASPAC. See the Introduction of the Inventory Management (IM) section for detailed information on short names. An entry must be made in this field. Enter a valid Category Code from Category File Maintenance (IM/CFM). The Category Code is used to group similar items under a single heading. Most inventory reports can be printed specifically for items flagged with a particular Category Code. Error Message: Non-Existent Category - SKIP to Try Again 05 Pricing Table Either the Category Code entered cannot be found in the Category Master file, or the field was left blank. Press SKIP to acknowledge the message. You must enter a valid Category Code, or exit the program, set up the Category Code in Category Maintenance (IM/CFM), and begin again. Enter a valid Price Table Code (IM/IMP/CPT). The Price Table Code is a user-defined code that determines what the price will be on this and other items flagged with the code. Pricing is calculated based on quantity break downs. See the Customer Price Table Maintenance section of the manuals for detailed information on setting up Price Table Codes. 06 Tax Code Y = This is item is taxable. N = The item is not taxable. During Shipping Confirmation (OP/SC) the system checks both IM/MAI and CP/MAI to determine the tax status of an item. IC - 18 FPD/202

18 UPDATE INPUT FILE (IC/IM1) 07 ABC Code 08 Sales UM If both are flagged as non-taxable, no tax is charged. If both are flagged as taxable, tax is charged. If the item is not taxable, but the customer is, tax is charged. A taxable item should never be sold to a customer flagged as non-taxable. Refer to the Introduction of Customer Processing for a more detailed explanation of sales tax calculation. The ABC Code is a user-defined code that categorizes items based on how quickly they move. Inventory reports can be printed for specific ABC Codes periodically. This allows you to continually track those items that are sold frequently, to prevent the stock from getting too low. If you decide to make use of this field, we recommend you designate fast selling items with an A, and move down the alphabet accordingly when flagging the slower selling items. Error Message: Stock items cannot be changed to non-stock items - SKIP You have entered * for a stock item and Non-Stock Processing is turned on. The * is used to identify non-stock items. Press SKIP and enter a valid ABC code. Enter the unit of measure in which this item is stocked and sold. Price Per UM Quantity Unit each EA or E PC hundred C PC thousand M PC million MM PC box BX BX case CA CA keg or bulk KE KE pound LB LB hundred weight CW LB pound (2 decimal places) lb lb feet FT FT hundred feet CF FT yards YD YD The quantity unit of PC indicates pieces. When a quantity is entered, it is entered per the quantity units. For example, selling 500 pieces at 3.50 per hundred pieces, you would enter 500 for the quantity, not 5. Then enter the price at 3.50 with the unit of measure C. The extension is calculated: 3.50 x 500/100 = 17.50, price x quantity/um value. FPD/202 IC - 19

19 UPDATE INPUT FILE (IC/IM1) 09 Save History Part sales history is saved for customers and items or both when the invoice calculation process is completed. Part sales history accumulates as a result of the flags set in this field and in CP/MAI, until the Part History Monthly Update (PH/MU) is run. When PH/MU is run the system checks the flags in both IM/MAI and the Master record of the customer who bought the item (CP/MAI), and any history that falls outside the parameters defined in both is deleted. The entry in this field tells the system whether or not to save part history for this item. A = Save history always, regardless of how flags are set elsewhere (in CP/MAI). Y = Save history unless the flag in the Customer Master record is set to N, in which case do not save. N = Do not save item sales history. 10 Duration Kept The entry in this field determines the amount of time the part history is saved. Y = One year of history will be saved (this is a fiscal year). M = One month of sales history will be saved = The number of months entered will be saved. To save part history based on record limit only, leave this field blank and press Return. 11 Record Limit 23 Box Qty The entry in this field determines the minimum number of records to retain, regardless of the time period defined above. We recommend that you enter at least 3 in this field, so that you will always have some history saved on this item. If 3 is entered in this field, the last three sales records for this item will always be saved, regardless of the entry in the Duration Kept field. The system checks the Duration and Record Limit fields in both the Item Master record and the Customer Master record when saving history. If different duration s and record limits are set in each record, the system will apply the larger of the two. This field is optional. If the price breaks in the Price Tables are not based on box quantities, this field can be left blank. Enter the amount of this item it takes to make up a box. Refer to the quantity using the UM defined earlier. IC - 20 FPD/202

20 UPDATE INPUT FILE (IC/IM1) 24 Case Qty 25 Bulk Qty 26 Weight 27 Max Qty 28 Min Qty 29 List Price This field is optional. If the price breaks in the Price Tables are not based on case quantities, this field can be left blank. Enter the amount of this item it takes to make up a case quantity. Refer to the quantity using the UM defined earlier. This field is optional. If the price breaks in the Price Tables are not based on bulk quantities, this field can be left blank. Enter the amount of this item it takes to make up a bulk quantity. Refer to the quantity using the UM defined earlier. Enter the weight per UM ( ). The weight per UM is used in the pieces to pounds conversion in the order entry programs, if the UM is not LB or CW. It is also used when entering plating/rework and kiting orders if the per pound mark up option is used. Enter the maximum quantity of this item to be kept on-hand. Enter the minimum quantity of this item to be kept on-hand. Once six months of history records have been accumulated, use the Min/Max Stock Calculation program to calculate a maximum and minimum amount. Excess Item Report (IMR/IMRP/EIR), Purchasing Low Stock Review (IMR/IMRP/LOW), and Low Stock Review (IMR/IMRP/LSI) use the amounts in the Max Qty and Min Qty fields. Enter the price that your vendors normally charge for this item (up to ). The list price displays in Part Inquiry (PI) and the order entry programs. Once an entry is made in this field, the cursor moves back to the SELECT prompt, allowing you to make another selection. FPD/202 IC - 21

21 UPDATE INPUT FILE (IC/IM1) The cursor moves to the following fields only if you entered C at the SELECT prompt. The field entries for the displayed item can be accepted or changed. 03 Short Name 04 Category The short name of the item entered. The short name can be used to quickly access the item throughout FASPAC. See the Introduction of the Inventory Management Reference Manual in Volume 2 for detailed information on short names. A valid Category Code from Category File Maintenance (IM/CFM) must be entered in this field. The Category Code is used to group similar items under a single heading. Most inventory reports can be printed specifically for items flagged with a particular Category Code. 05 Pricing Table 06 Tax Code A valid Price Table Code (IM/IMP/CPT). The Price Table Code is a user-defined code that determines what the price will be on this and other items flagged with the code. Pricing is calculated based on quantity break downs. See the Customer Price Table Maintenance section for detailed information on setting up Price Table Codes. Error Message: Code Nonexistent - SKIP to Try Again Either the Price Table Code entered cannot be located in the Price Table Master file, or the field was left blank. Press SKIP to acknowledge the message. You must enter a valid Price Table Code or exit the program, set up the Price Table Code in Customer Price Table Maintenance (IM/IMP/CPT) and begin again. Y = This is item is taxable. N = The item is not taxable. During Shipping Confirmation (OP/SC) the system checks both IM/MAI and CP/MAI to determine the tax status of an item. If both are flagged as non-taxable, no tax is charged. If both are flagged as taxable, tax is charged. If the item is not taxable, but the customer is, tax is charged. A taxable item should never be sold to a customer flagged as non-taxable. Refer to the Introduction of Customer Processing for a more detailed explanation of sales tax calculation. IC - 22 FPD/202

22 UPDATE INPUT FILE (IC/IM1) 07 ABC Code 08 Sales UM The ABC Code is a user-defined code that categorizes items based on how quickly they move. Inventory reports can be printed for specific ABC Codes periodically. This allows you to continually track those items that are sold frequently, to prevent the stock from getting too low. If you decide to make use of this field, we recommend you designate fast selling items with A, and move down the alphabet accordingly when flagging the slower selling items. Error Message: Stock items cannot be changed to non-stock items - SKIP You have entered * for a stock item and Non-Stock Processing is turned on. The * is used to identify non-stock items. Press SKIP and enter a valid ABC code. The unit of measure in which this item is stocked and sold. Price Per UM Quantity Unit each EA or E PC hundred C PC thousand M PC million MM PC box BX BX case CA CA keg or bulk KE KE pound LB LB hundred weight CW LB pound (2 decimal places) lb lb feet FT FT hundred feet CF FT yards YD YD The quantity unit of PC indicates pieces. When a quantity is entered, it is entered per the quantity units. For example, selling 500 pieces at 3.50 per hundred pieces, you would enter 500 for the quantity, not 5. Then enter the price at 3.50 with the unit of measure C. The extension is calculated: 3.50 x 500/100 = 17.50, price x quantity/um value. FPD/202 IC - 23

23 UPDATE INPUT FILE (IC/IM1) Save History Part sales history is saved for customers and items or both when the invoice calculation process is completed. Part sales history accumulates as a result of the flags set in this field and in CP/MAI, until the Part History Monthly Update (PH/MU) is run. When PH/MU is run the system checks the flags in both IM/MAI and the Master record of the customer who bought the item (CP/MAI), and any history that falls outside the parameters defined in both is deleted. The entry in this field tells the system whether or not to save part history for this item. A = Save history always, regardless of how flags are set elsewhere (in CP/MAI). Y = Save history unless the flag in the Customer Master record is set to N, in which case do not save. N = Do not save item sales history. 10 Duration Kept The entry in this field determines the amount of time the part history is saved. Y = One year of history will be saved (this is a fiscal year). M = One month of sales history will be saved = The number of months entered will be saved. To save part history based on record limit only, leave this field blank and press Return. 11 Record Limit 23 Box Qty 24 Case Qty The entry in this field determines the minimum number of records to retain, regardless of the time period defined above. We recommend that you enter at least 3 in this field, so that you will always have some history saved on this item. If 3 is entered in this field, the last three sales records for this item will always be saved, regardless of the entry in the Duration Kept field. The system checks the Duration and Record Limit fields in both the Item Master record and the Customer Master record when saving history. If different duration s and record limits are set in each record, the system will apply the larger of the two. The amount of this item it takes to make up a box. Refer to the quantity using the UM defined earlier. The amount of this item it takes to make up a case quantity. Refer to the quantity using the UM defined earlier. IC - 24 FPD/202

24 UPDATE INPUT FILE (IC/IM1) 25 Bulk Qty 26 Weight 27 Max Qty 28 Min Qty 29 List Price The amount of this item it takes to make up a bulk quantity. Refer to the quantity using the UM defined earlier. The weight per UM ( ). The weight per UM is used in the pieces to pounds conversion in the order entry programs, if the UM is not LB or CW. It is also used when entering plating/rework and kiting orders if the per pound mark up option is used. The maximum quantity of this item to be kept on-hand. The minimum quantity of this item to be kept on-hand. The price that your vendors normally charge for this item (up to ). The list price displays in Part Inquiry (PI) and the order entry programs. Once the entry in this field is changed or accepted, the cursor moves back to the SELECT prompt, allowing you to make another selection. Are You Sure? This field is displayed only if the Delete option (D) is selected. Y = Delete the displayed item. The cursor moves to the SELECT prompt and the next item in the file displays. This is the default. N = Do not delete the displayed item. The item remains on the screen, and the cursor moves to the SELECT prompt, allowing you to make another selection, or locate another item. The following fields are displayed only if the Replace option (R) is selected. Press CMD in any of these fields to quit the Replace function. If you quit the Replace function, no item numbers are changed. Field To Replace (01, 03, 04, 05, 06, 07, 08) 01 = Create a new item number from the record of the displayed item. 03 = Change the short name of the displayed item and any other item numbers specified in the file. 04 = Change the Category Code. 05 = Change the Price Table Code. 06 = Change the tax status. 07 = Change the ABC Code. 08 = Change the sales UM. FPD/202 IC - 25

25 UPDATE INPUT FILE (IC/IM1) Which? (Thread, Description, Material, Finish, Special) Old Entry New Entry This field displays only if 01 is entered in the field above. Enter the Nomenclature Code to be changed for this and any other specified items in the file. T = Thread D = Description M = Material F = Finish S = Special. Type the entry that is currently in the field you want to change. Error Message: Old Entry = New Entry - SKIP to Reenter The same item number was entered in the Old and New Entry fields. Press SKIP to acknowledge this message and begin again. Type the new entry, to replace the old entry. Error Message: Old Entry = New Entry - SKIP to Reenter The same item number was entered in the Old and New Entry fields. Press Skip to acknowledge this message and begin again. Verify? (Y/N) Y = Determine individually which item records to replace. Each item record displays on the screen and the question, Replace this Record? appears at the bottom of the screen. N = The system automatically replaces all the records in this file. When it is complete, Records Replaced - SKIP displays, indicating the number of records that have been replaced. Once SKIP is pressed, the cursor moves back to the SELECT prompt, allowing you to make another selection. IC - 26 FPD/202

26 DELETE AN ITEM NUMBER Enter Item Information You must enter a Category Code, Price Table Code, Tax Code, and unit of measure for each item number to be added to the Inventory Master file. All other item information is optional, however, it is best to enter as much information as possible, to receive the full benefits of the FASPAC system. Once a work file has been specified, the first item number in the file displays, and the cursor moves to the Shortname field. Information can be entered for the displayed item number as the cursor moves to each field. If you do not want to enter information for the displayed item number, press CMD. The cursor moves to the SELECT prompt. Add an Item Number Item numbers can be added to a work file through Update Input File (IC/IM1). To add an item number, enter A in the SELECT prompt. The cursor moves through each of the fields, beginning with the Item No field. The information displayed in each field can be accepted, deleted, or changed. See Using the Replace Function on the next page for information about creating new item numbers based on existing item numbers. Change Item Information The information of an individual item number can be changed in one of two ways: Display the item number, enter C (for change) in the SELECT prompt, and change or accept the displayed information as the cursor moves through each field of the screen. Display the item number, enter the number of the field to be changed in the SELECT prompt, and enter the new information once the cursor has moved to the field. Delete an Item Number To delete a displayed item number, enter D (for delete) in the SELECT prompt, and Y in the Are You Sure field. The Item Master and Warehouse records are not created for a deleted item number. FPD/202 IC - 27

27 UPDATE INPUT FILE (IC/IM1) Using the Replace Function The Replace function can be used in two ways: The Replace function can be used to create new item numbers, by building off of an existing item number. By selecting the line number of the item number, you can add/change a Nomenclature Code in an existing item number, to create an entirely new item number. The change will affect all items in the file, unless otherwise specified. This process permanently changes the original item number, and should therefore be done only after a Master and Warehouse record have been created for the first item, through Transfer Input File to Inventory (IC/IM2). The Replace function also provides a one step method for replacing a field entry in the temporary item records. Without selecting each item individually, you can change the item information FOR all or a range of items. The item numbers remain the same, only the selected lines of information change. Update Item Information Once item information has been entered in the displayed fields, it must be updated so it can be used to create Item Master and Warehouse records. To update the displayed item information, press F3 while the cursor is in the SELECT prompt. Moving through the Work File To display the first item number in the work file, enter T (for top) in the SELECT prompt. To display the last item number in the work file, enter B (for bottom) in the SELECT prompt. To scroll forward, press F3. To scroll back, press F4, while the cursor is in the SELECT prompt. If the information for the displayed item has not been updated, the cursor moves to the Shortname field. To display a specific item number, enter S (for search) in the SELECT prompt, and the item number in the Start With Item No field. IC - 28 FPD/202

28 EXIT THE WORK FILE Exit the Work File To exit the work file, enter Q (for quit) while the cursor is in the SELECT prompt. If after exiting a work file, you realize that you need to update additional items, the file can be re-accessed. You can continue to make changes to the items in the file, until the Item Master and Warehouse records are created. FPD/202 IC - 29

29 TRANSFER INPUT TO INVENTORY FILES (IC/IM2) Transfer Input to Inventory Files (IC/IM2) Use this program to create Item Master and Warehouse records for the item numbers currently in temporary work files. Master records are created only for those item numbers that have had updated information added to their record through Update Input File (IC/IM1). Creating Item Master and Warehouse records is the third mandatory step in the Inventory Conversion process. When Transfer Input File to Inventory Files is run, Item Master records are created for all updated item numbers. Warehouse Master records are created for items in the specified warehouse only. To create additional Warehouse Master records for the items, use Copy Whse Records to Another Whse (IC/CWH). If an error occurs while running Transfer Input File to Inventory Files, Master records are not created for the item numbers that have the error. A listing prints to notify you which item numbers did not have Item Master and Warehouse records created. The error prints next to each item, detailing the reason the records were not created. After making the necessary corrections, the Item Master and Warehouse records can be created either through Inventory Maintenance (IM/MAI) or Transfer Input File to Inventory Files (IC/IM2). Keep in mind that if Transfer Input File to Inventory Files is run a second time, all item numbers that were transferred the first time will print on the error listing with a message indicating that they are already on file. For this reason, it may be quicker to create the Item Master and Warehouse Records through Inventory Maintenance (IM/MAI), or to begin the creation process again in a new work file. IC - 30 FPD/202

30 TRANSFER INPUT TO INVENTORY FILES (IC/IM2) Entry/Inquiry Screen One Field Explanation Input File Enter the name of the work file for which to create Item Master and Warehouse records. Entry/Inquiry Screen Two FPD/202 IC - 31

31 TRANSFER INPUT TO INVENTORY FILES (IC/IM2) Field Explanation Warehouse Enter the warehouse number, for which to create the Warehouse records. Do You Want To Continue? (Y/N) Company Y = Create Item Master and Warehouse records (for the specified warehouse), for the items in the specified work file. N = Exit the program, without creating Item Master and Warehouse records. This field is updated by the system, and cannot be modified. The company whose files you are working with. Error Messages An error listing prints for each item number that has an error. The error message prints to the right of the item number. Neither Item Master, nor Warehouse records are created for the item numbers listed. Item Already On File This item has already been added to the Inventory Master file, and therefore was not added again. Item Has Not Been Updated (IM1) Information for this item number has not been entered in Update Input File (IC/IM1). Invalid Item Number The item number contains one or more invalid Nomenclature Codes. Use Nomenclature (NOM) to add the codes. Nonexistent Category The Category Code used is not in the Category Master file. Either use a valid Category or create the category Code using Category File Maintenance (IM/CFM). Nonexistent Price Table The Price Table Code used is not in the Price Table Master file. Either use a valid Price Table Code or create the Price Table Code using on of Price Table (IM/IMP/CPT, IM/IMP/PTM). IC - 32 FPD/202

32 COST/QTY/PRICE LISTING FOR IM3 (IC/RP3) Cost/Qty/Price Listing for IM3 (IC/RP3) The Cost/Qty/Price Listing for IM3 (IC/RP3) is used to print pricing information for all or a range of items updated to the Inventory Master file (IM/MAI). The items print sequentially in a worksheet format that contains these headings: UM, Replacement Cost, Average Cost, On-hand Quantity, List Price, and Price Table Code. Although printing this worksheet is optional in the Inventory Conversion process, it provides a convenient means of accumulating item information. The purpose of the worksheet is to produce a listing of item pricing, and to indicate which items do not have current price figures in their Master record (IM/MAI). After reviewing the worksheet, it can be used to gather and record item information. Working from this list, the figures can then be easily entered into the system. The item information should be entered either through Update Cost/Qty/Price (IC/IM3), or Receive Without a Purchase Order (REC/RNO). To check data entry, you may print the Cost/Qty/Price Listing for IM3 (IC/RP3). Unit of measure, replacement cost, list price, and Price Table Code errors can be corrected through Inventory Maintenance (IM/MAI). Quantity errors are corrected through Receiving Without a P.O. (REC/RNO). If on-hand quantities are recorded through the Receive Without a P.O. program, the average cost is automatically calculated and the option to record the cost entered as the replacement cost is given. Tag records created through the Cost/Qty/Price program have no vendor and have CONV as the purchase order number. Tag records created through Receive Without a P.O. include a vendor and can include a purchase order number. Entry/Inquiry Screen FPD/202 IC - 33

33 COST/QTY/PRICE LISTING FOR IM3 (IC/RP3) Field Explanation Warehouse Enter the warehouse number from which to include the items. Only items from the warehouse specified in this field are included on the listing. To exit the program, leave this field blank and press SKIP. Starting With Item No. To begin with a specific item, enter the complete item number. The item number must fall into the range specified in the From and Thru Description fields. To include all items that meet the parameters specified in the From and Thru Description field, leave this field blank and press Return. From Description Enter the beginning of the range of Description Codes to print. To begin the range with the first free-form item number, enter a slash (/). The first free-form item number is always the first item number in the Inventory Master file (IM/MAI). If this field is left blank, the program will be exited. Thru Description Enter the end of the range of Description Codes to print. Print All Materials Only Material Y = Print all items that fall into the range specified, regardless of their Material Code. N = Print only those items in the range that have a specific Material Code. To include only those items that do not have a Material Code, enter N in this field and leave the following field blank. This field displays only if N is entered in the Print All Materials field. Enter the Material Code that an item must have in order for it to be included on the listing. This entry must be a valid Material Code in the Nomenclature file. To print only plain items (items without a Material Code), leave this field blank and press Return. IC - 34 FPD/202

34 COST/QTY/PRICE LISTING FOR IM3 (IC/RP3) Print All Finishes Only Finish Y = Print all items that meet the specified parameters, regardless of their Finish Code. N = Print only those items that have a specific Finish Code. To include only those items that do not have a Finish Code, enter N in this field and leave the following field blank. This field displays only if N is entered in the Print All Finishes field. Enter the Finish Code that an item must have in order for it to be included on the listing. This entry must be a valid Finish Code in the Nomenclature file. To print only those items without a Finish Code, leave this field blank and press SKIP. Print All Specials Only Special Y = Print all items that meet the specified parameters, regardless of their Special Code. The system immediately begins printing the list. N = Print only those items that have a specific Special Code. To include only those items that do not have a Special Code, enter N in this field and leave the following field blank. This field displays only if N is entered in the Print All Specials field.enter the Special Code that an item must have in order for it to be included on the listing. This entry must be a valid Special Code from the Nomenclature file. To print only those items without a Special Code, leave this field blank and press SKIP. Once an entry is made in this field, the system immediately begins printing the list. FPD/202 IC - 35

35 COST/QTY/PRICE LISTING FOR IM3 (IC/RP3) Sample Report COMPANY: 10 BEST FASTENERS, INC. PAGE 1 RUN ID: RP3 COST/QTY/PRICE LISTING 03/04/97 RUN BY: FAS 15:44:54 03/04/97 ITEM UM REPL. COST AVERAGE COST QUANTITY PRICE PC ================================================================================================================================ /09N3U101 5/8-11 HVY 316 SS ZYTEL 103 INSERT M E2 /09NE040 1/4-20 STD 316 S/S M E2 /09NE058 5/16-18 STD 316 S/S M E2 /09NE066 3/8-16 STD 316 S/S M E2 /09NE074 7/16-14 STD 316 S/S M E2 /09NE083 ½-13 STD 316 S/S M E2 /09NE101 5/8-11 STD 316 S/S M E2 /09NE120 3/4-10 STD 316 S/S M E2 /09NE149 7/8-9 STD 316 S/S M E3 /09NE168 1"-8 STD 316 S/S M E3 /09NE /8"-12 STD 316 S/S M E3 /09NE /8"-7 STD 316 S/S M E3 /09NE /4"-7 STD 316 S/S M E3 /09NE /8"-6 STD 316 S/S M E3 /09NE /2"-6 STD 316 S/S M E3 /09NTE /4"-7 THIN 316 S/S M ZZ /09NTU040 1/4-20 HVY THN 316 S/S M ZZ /09NTU066 3/8-16 HVY THN 316 S/S M ZZ /09NTU083 ½-13 HVY THN 316 S/S M ZZ /09NTU101 5/8-11 HVY THN 316 S/S M ZZ /09NTU120 3/4-10 HVY THN 316 S/S M ZZ /09NU040 1/4-20 HEAVY 316 S/S M E7 /09NU058 5/16-18 HEAVY 316 S/S M 95 E7 /09NU066 3/8-16 HEAVY 316 S/S M E7 /09NU083 ½-13 HEAVY 316 S/S M E7 IC - 36 FPD/202

36 WAREHOUSE INVENTORY ITEM MAINTENANCE (IC/WIM) Warehouse Inventory Item Maintenance (IC/WIM) The Warehouse Inventory Item Maintenance (IC/WIM) program is designed to replace FASPAC s Lead Time Load program and provide significantly more capability to maintain warehouse item records. It provides an efficient set of tools that let you make wholesale selective changes to the warehouse Master Item File. You enter the selection criteria for the values you want to change and the program compares the values in each warehouse item record to the criteria. If there is a match, the replacement values you have specified will replace the item record s current values. If the record does not meet the selection criteria, it is not changed. Valid Entries for Selection Criteria Fields: Category: ALL or a new valid category Buyer: ALL or another valid buyer Vendor: ALL, NEW or a valid vendor code Lead Time Days A value between 0 and 999 Review Cycle A value between 0 and 999 Safety Stock A value between 0 and 999 Predefined Min ALL, Y or N Seasonal ALL or a value between 0 and 9 Traceable ALL, Y or N Vendor Ship From Vendor s current ship-from address Replenish Src. ALL or V for vendor (W, K, P and M reserved for future use.) FPD/202 IC - 37

37 WAREHOUSE INVENTORY ITEM MAINTENANCE (IC/WIM) Reorder Method Product Line Replenish Whs. ALL, MAX, EOQ, MAN or N ALL or valid product line (as defined in IM/PPLM) Reserved for future use Valid Replacement Values: Category Buyer Vendor [blank] Any buyer ID entry TAG or valid vendor code Lead Time Days A value between 0 and 999 Review Cycle A value between 0 and 999 Safety Stock A value between 0 and 999 Predefined Min Y or N Seasonal A value between 0 and 9 Traceable Y or N Vend Ship From Valid ship-from address for the vendor in step 3 Replenish Src. Reorder Method Product Line Replenish Whs. V (W, K, P and M reserved for future use) MAX, EOQ, MAN or N Valid product line as defined in IM/PPLM Reserved for future use. If the Selection Criteria entry for the Vendor field is *NEW*, the Replacement Value entry is *TAG* and the vendor ID is blank in the item being processed, the system obtains the Replacement Value for the vendor from the Tag file. The Vendor ID in the most recent entry in the Tag file for the item becomes the replacement value in the item s Warehouse Item Master File. IC - 38 FPD/202

38 UPDATE COST/QTY/PRICE (IC/IM3) Update Cost/Qty/Price (IC/IM3) Update Cost/Qty/Price (IC/IM3) is used to update the replacement cost, average warehouse cost, on-hand quantity, and list price of items in the Inventory Master file (IM/MAI). This pricing information can be updated for any item in the Inventory Master file that has not had any activity occur in the specified warehouse. Any Item record that has had activity occur in the particular warehouse cannot be accessed or displayed through this program. Activity includes any transaction that causes a positive or negative on-hand balance in the specified warehouse. Information cannot be recorded for any item that has been frozen for processing through the Physical Inventory module (PHY), if the System Master file (SYS/WCS) is flagged to stop inventory transactions after freezing items. An error message will display if one of these items is displayed. One on-hand quantity can be recorded for each item. A Status 2 tag is created for each on-hand quantity entered. No vendor is assigned to these tag records, and the purchase order number automatically recorded for each of these tag records is CONV. Actual replacement and warehouse average costs can be entered, or a Cost Factor can be used. If a Cost Factor is entered, the amounts entered in the Replacement Cost and Average Cost Whse fields are multiplied by the Cost Factor to calculate the item s replacement cost and average warehouse cost. A Cost Factor is used when you want the system to automatically re-calculate the entries you make in the Replacement Cost and Average Cost Whse fields (E.g.: the costs you have are not current and you want the system to automatically increase them by 10%, enter a Cost Factor of 1.10). If you want the entries in these fields to be recorded exactly as you enter them, enter a Cost Factor of 1.0. The list price displayed in this program is from the entry made in Update Input File (IC/IM1). It can be accepted as displayed or changed. The actual list price amounts can be entered, or a Price Factor can be used. If a Price Factor is used, the amount entered in the List Price field is multiplied by the Price Factor to calculate the item s list price. A Price Factor does not affect a list price entered through the Update Input File program, and accepted in this program. A Price Factor is used when you want the system to automatically re-calculate the entry you make in each List Price field (E.g.: the prices you have are not current and you want the system to automatically increase them by 15%, enter a Price Factor of 1.15). If you want the entries in each item s List Price field to be recorded exactly as you enter them, enter a Price Factor of 1.0. FPD/202 IC - 39

39 UPDATE COST/QTY/PRICE (IC/IM3) Note: An alternative method for recording replacement cost and on-hand quantity is to use Receive Without a P.O. (REC/RNO). Receive Without a P.O. can be used to record more than one receipt per item, record the locations of on-hand quantities, and record the vendor and purchase order number for each receipt. Warehouse and corporate costs are automatically calculated based on the receipts recorded. The list price can be recorded through Inventory Maintenance (IM/MAI), if it was not recorded through Update Input File (IC/IM1). See the Receiving Reference Manual in Volume 3 for more information. Entry/Inquiry Screen Field Explanation Whse Enter the warehouse number in which to record the item replacement cost, average warehouse cost, on-hand quantity, and list price. Price Factor Enter the Price Factor that will be used to re-calculate the list price. It should be used when you want the system to automatically re-calculate the entry you make in the List Price field. For example, if the prices in the system are not current and you want the system to automatically increase them by 10%, enter a Price Factor of If you want the entries in each item s List Price field to be recorded exactly as you enter them, enter a Price Factor of If you leave the field blank, the default is IC - 40 FPD/202

40 UPDATE COST/QTY/PRICE (IC/IM3) Cost Factor Enter the Cost Factor that will be used to re-calculate the list price. It should be used when you want the system to automatically re-calculate the entry you make in the Replace Cost and Average Cost Whse fields. For example, if the prices in the system are not current and you want the system to automatically increase them by 15%, enter a Cost Factor of If you want the entries in these fields to be recorded exactly as you enter them, enter a Cost Factor of If you leave the field blank, the default is Start With Item No. All Materials Only Material All Finishes Only Finish Enter the item number to start with. You can enter the entire number, or just the first few characters. To begin with the first free-form item, enter a slash (/). The first free-form item number is always the first item number in the Inventory Master file (IM/MAI). To exit the program, leave this field blank. Y = Display all items in the specified warehouse, regardless of their Material Code. N = Display only those items that have a specific Material Code. This field displays only if N is entered in the All Materials field. Enter the Material Code that an item must have in order for it to be displayed in this program. This entry must be a valid Material Code from the Nomenclature file. To display only those items that do not have a Material Code, leave this field blank. Y = Display all items that meet the specified parameters, regardless of their Finish Code. N = Display only those items that have a specific Finish Code. This field displays only if N is entered in the All Finishes field. Enter the Finish Code that an item must have in order for it to be displayed in this program. This entry must be a valid Finish Code from the Nomenclature file. To display only those items that do not have a Finish Code, leave this field blank. FPD/202 IC - 41

41 UPDATE COST/QTY/PRICE (IC/IM3) All Specials Only Special Y = Display all items that meet the specified parameters, regardless of their Special Code. N = Display only those items that have a specific Special Code. This field displays only if N is entered in the All Specials field. Enter the Special Code that an item must have in order for it to be displayed in this program. Do not enter the slash (/). This entry must be a valid Special Code form the Nomenclature file. To display only those items that do not have a Special Code, leave this field blank. Replacement Cost Enter the replacement cost of the displayed item. The entry in this field is multiplied by the entry in the Cost Factor field, before being updated to the Item Master record. Average Cost Whse Enter the average warehouse cost of the displayed item. The entry in this field is multiplied by the entry in the Cost Factor field, before being updated to the Item Master record. Qty Enter the on-hand quantity of the displayed item. List Price Enter the list price of the displayed item. The entry in this field is multiplied by the entry in the Price Factor field, before being updated to the Item Master record. OK (Y/N or G to exit) Y = The displayed item information is updated to the Item Master record, and the next item displays. N = The displayed item information is not updated to the Item Master record and the cursor moves back to the Replacement Cost field. G = The program is exited and the displayed item information is not updated to the Item Master record. IC - 42 FPD/202

42 COPY WAREHOUSE RECORDS TO ANOTHER WAREHOUSE (IC/CWH) Copy Warehouse Records to Another Warehouse (IC/CWH) Copy Warehouse Records to Another Warehouse (IC/CWH) is used to create additional Item Warehouse records for all or a range of items in the Inventory Master file (through IM/MAI). The additional Warehouse records are created by copying the records from one warehouse to another. The two warehouses must be set up in SYCD before running this program. To create individual Item Warehouse records, use Inventory Maintenance (IM/MAI). During the Inventory Conversion process, Item Warehouse records are created for one warehouse only. However, many of these items may also be found in additional warehouses. In order to process inventory transactions for these items in the appropriate warehouse, an Item Warehouse record must be created for each additional warehouse. The bin locations, minimum/maximum amounts, lead time, list price, and history flags from the existing Item Warehouse record can be copied directly to the new Item Warehouse record. Entry/Inquiry Screen FPD/202 IC - 43

43 COPY WAREHOUSE RECORDS TO ANOTHER WAREHOUSE (IC/CWH) Field Explanation From Whse To Whse Enter the warehouse number from which to copy the Item Warehouse records. To exit the program, leave this field blank and press Return. Enter the warehouse number to which the Warehouse records are to be copied. Item or Category Seq. I = Specify the range of Item Warehouse records to be copied by item number. C = Specify the range of Item Warehouse records to be copied by Category Code. Starting (Item No) (Category) Enter the item number or Category Code (depending on which was selected) with which to start copying the Item Warehouse records. If you are selecting the range of item records by item number, you can enter either a complete FASPAC item number, or simply the Description Code. To begin with the first item number in the Item Master file, enter /0. Ending (Item No) (Category) All Materials Enter the item number or Category Code (depending on which was selected) with which to finish copying the Item Warehouse records. If you are selecting the range of item records by item number, you can enter either a complete FASPAC item number, or simply the Description Code. To end with the last item number in the Item Master file, enter 999Z9999ZZZZZ/ZZZ. Y = Copy the Warehouse records of all specified items, regardless of their Material Code. N = Copy the records of only those items that have a specific Material Code or no Material Code at all. IC - 44 FPD/202

44 COPY WAREHOUSE RECORDS TO ANOTHER WAREHOUSE (IC/CWH) Only Material All Finishes Only Finish All Specials Only Special This field displays only if N is entered in the All Materials field. Enter the Material Code that an item must have in order for it s Warehouse record to be copied to the new warehouse. This entry must be a valid Material Code from the Nomenclature file. To copy the records of only those items that do not have a Material Code, leave this field blank and press SKIP. Y = Copy the Warehouse records of all specified items, regardless of their Finish Code. N = Copy the records of only those items that have a specific Finish Code or no Finish Code at all. This field displays only if N is entered in the All Finishes field. Enter the Finish Code that an item must have in order for its Warehouse record to be copied to the new warehouse. This entry must be a valid Finish Code from the Nomenclature file. To copy the records of only those items that do not have a Finish Code, leave this field blank and press SKIP. Y = Copy the Warehouse records of all specified items, regardless of their Special Code. N = Copy the records of only those items that have a specific Special Code or no Special Code at all. This field displays only if N is entered in the All Specials field. Enter the Special Code that an item must have in order for it s Warehouse record to be copied to the new warehouse. This entry must be a valid Special Code from the Nomenclature file. To copy the records of only those items that do not have a Special Code, leave this field blank and press SKIP. Clear Bin Locations Y = Create the Item Warehouse records without bin locations. N = Create the Item Warehouse records with the same bin locations as in the Item Warehouse records being copied. FPD/202 IC - 45

45 COPY WAREHOUSE RECORDS TO ANOTHER WAREHOUSE (IC/CWH) Clear Min, Max, Lead Times Y = Create the Item Warehouse records without min and max quantities, and lead times. N = Create the Item Warehouse records with the same min and max quantities and lead times as in the Item Warehouse records being copied. Clear List Price Y = Create the Item Warehouse records without list prices. N = Create the Item Warehouse records with the same list prices as in the Item Warehouse records being copied. Clear History Flag Y = Create the Item Warehouse records with an N flagged in the Save History field. This means that history will not be saved for these records, unless the flags are manually changed. N = Create the Item Warehouse records with the same history flags as in the Item Warehouse records being copied. History Warehouse Enter the warehouse in which to save the history. To save the history in the same warehouse that the item is being copied to, leave this field blank and press SKIP. Do You Want To Continue? (Y/N) Y = The item descriptions display as the new Item Warehouse records are created. N = The program is exited and the Item Warehouse records are not created. IC - 46 FPD/202

46 COPY INVENTORY TO ANOTHER CO/WHSE (IC/CCI) Copy Inventory To Another Co/Whse (IC/CCI) Use this program to create new Warehouse records for a company or warehouse. The specified Item records are copied from one company/warehouse to another company/warehouse. Before running this program, both companies must be defined in Company Information and the warehouses must be defined in System Code Maintenance (Record Type WH). When the Item records are copied to the new company/warehouse, all quantities are zero, the warehouse average cost and the replacement cost are zero, and all warehouse bin locations are cleared. The list price will remain the same as in the original warehouse (From Whse). The date the item was created in the new company/warehouse will be the sign on date when these records were copied. Entry/Inquiry Screen FPD/202 IC - 47