(ITR users only)
For ITR, the configuration options you must set up are:
Inventory Transaction Register on System (ID# 43)— This option must be set to Yes by the Licensing Department or Eagle Advice Line.
Create G/L Trx's from ITR records for standard inventory adjustments (ID# 3061)— This Inventory option controls whether G/L transactions are created for changes made in the following applications: IMU, LOD, Inventory Maintenance Window, CAT, RPI, RFL, ERP, PIP, and RIA. The value entered will be the default value for the records in ITR for the inventory applications. Values are:
E (eligible)
N (not eligible but the ITR record can be changed by the user, if they have security)
X (not eligible and the ITR record cannot be changed by the user)
Create G/L Trx's from ITR records for utility-type inventory applications (ID# 3062)—This option is in limited release and can only be activated by Product Development. This Inventory option controls whether G/L transactions are created for changes made in the following applications: LTMRG, COPYRECS, TIN, SHRINK, ZEROQOH. The value entered will be the default value for the records in ITR for the inventory utility-type applications. Values are:
E (eligible)
N (not eligible but the ITR record can be changed by the user, if they have security)
X (not eligible and the ITR record cannot be changed by the user)
Create G/L trx's from ITR records for rebate (ID# 3064) — This Inventory option controls whether G/L transactions are created for ITR rebate records. The value entered in this option will be the default value for the records in ITR that come from the rebate application. Values are E, N, or X (see descriptions above).
Create G/L trx's from ITR records for BOM (ID# 3065) — This Inventory option controls whether BOM transactions are passed off to the General Ledger when you run GLP. If this option is set to E-Eligible (or if this option is set to N and you manually change the Eligibility flag of the transaction in ITR to E), and you sell a BOM that contains one or more components that are in a different department than the BOM header's department, when you run GLP for ITR, the BOM sale will be backed out of the header department in the G/L and re-posted to each component’s department.
Create G/L trx's from ITR records for kits (ID# 3066) — This Inventory option controls whether kit transactions are passed off to the General Ledger when you run GLP. If this option is set to E-Eligible (or if this option is set to N and you manually change the Eligibility flag of the transaction in ITR to E), and you sell a kit that contains one or more components that are in a different department than the kit header's department, when you run GLP for ITR, the kit sale will be backed out of the header department in the G/L and re-posted to each component’s department.
Create G/L trx's from ITR records for average cost changes (ID# 3068) — This Inventory option controls whether G/L transactions are created when you manually change the average cost in legacy IMU or in Inventory Maintenance for Windows. If you set this option to E (or if this option is set to N and you manually change the Eligibility flag of the transaction in ITR to E), General Ledger Passoff (GLP) posts average cost changes to the Shrink and Inventory accounts in your general ledger. This option should only be set to E if the option "Cost Used in Calculations" is set to A.
Number of days to hold ITR adjustments with a zero cost (ID# 3073)— This Inventory option controls how long adjustments with a zero cost are skipped so you can enter a cost. When you add an item to your Inventory file with a positive quantity-on-hand but no cost, the adjustment can't be passed to the general ledger. After the number of days you enter in this option, the transaction will be flagged in the transaction register as "bypassed due to a zero cost." If you set this option to 0, these transactions will never be bypassed. If you set this option to 1, transactions entered today will be bypassed tomorrow. Time of day is not considered when determining the number of days. Only "eligible" (E) transactions are affected by this option, so if you want to force a transaction to be bypassed on the next G/L Passoff, set the transaction to "not eligible" (N).
For more information about Options Configuration, refer to the online help topics found in the Options Configuration book, which is under the System Management book. Or, click here to go to the overview topic for Options Configuration.
In addition to setting up options, you can also set up security for ITR. Click here for ITR security information.