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Item Rules

This screen allows you to maintain Item Rules.  Item Rules allow you to define what rules, within the Inventory area, you wish to apply.  The following rule settings are available

 

Entry and Display fields

 

Default Warehouse: From the drop-down list select the Warehouse that will become the system default.

 

Default Location: From the drop-down list select the Location within the above Warehouse that will become the system default.

 

Stock Sourcing Override: This allows you apply a ‘Source On Demand’ activity against ‘Supply from Stock’ Items whenever a selected condition is found.  The options are:

Standard Replenishment: Never use ‘Source on Demand’ for this ‘Supply from Stock Item

Source on Demand if On-Hand is insufficient: Use ‘Source on Demand’ whenever the Item’s stock on hand would go negative with the current demand

Source on Demand if Available is insufficient: Use ‘Source on Demand’ whenever the Item’s Available (free) stock would go negative with the current demand

 

Disable Negative Stock for all Items: If this is ‘Checked’ then Issuing of Items from Stock will not be allowed if the resultant Inventory level goes below zero.  Note: If this is not checked then you have the option to selectively apply this to individual Items in the Item master record. 

 

If Barcode is empty then populate with Code - If this is ‘checked’ then the Item or Descriptor Code will be copied to the Barcode field when generating a new Item or Descriptor.

 

Assembly Backflush Policy- From the drop-down list select the policy regarding Backflushing during Assembly Order receipts.  The options are:

 

Free Stock Options: This defines the way in which Available Free Stock is calculated during Order Entry.  Select the preferred option from the drop-down list

Not Used:  You are not using Freestock criteria during Order entry

By Required Date:  The demands/supply is based on the order Line Required Date

By Order Date:  The demands/supply is based on the Order Header’s Order Date

 

Inventory As At Valuation Style - From the drop-down list select the method by which you want the Inventory to be valued in the 'Inventory and WIP Valuation' routine.   The options are:

Cost History:  This looks at the Cost History records held against each Item and uses the Cost that was effective at the time of the stock movement.

Financial History: This looks at the Financial Journals that were created for the Items and uses the costs held against each Journal  

The reason for these options is that if a Stock Adjustment record was posted with a prior date then all subsequent receipt transaction should take account of that when evaluating their Average Cost.  If you want this realistic valuation then choose 'Cost History'   However, a Financial Transaction would simply post a cost of the adjustment to the linked Accounting package and that would not re-evaluate existing Receipt transactions.  If this is the preferred option then select 'Financial History

 

Pack Size On-Hand Calculation - From the drop-down list select the method by which the On-Hand Pack size is calculated.  The options are:

Conversion Factor:  This looks at the default Conversion Pack Size as held in the 'Size' variable panel of the Item Master and applies this factor to the current Size Variables held in stock to arrive at an assessed quantity of the Pack Size currently in stock

Batch Count: This looks at the various Batches currently in stock for each Item and assumes a quantity of one Pack quantity per Batch Number. 

 

Qty to Use for Web - From the drop-down list select the source of the Item stock quantity information for use with Web-based ordering.  The options are:

On Hand Qty:  The Item's Total Stock Quantity

Available Qty: The Item's (Total Stock Quantity - Total Demand Qty + Total Supply Qty)

Free Qty: The Item's (Total Stock Quantity - Total Demand Qty)

 

Auto Build Location Code - If this is 'checked' then, when creating Locations via screen Inventory>Locations the Location Code will be automatically created from the entered Aisle, Rack, and Row when creating the Location record

 

Cost By Site - If this is 'checked' then Ostendo will maintain  cost records at Site level.  If it is not checked then these will be maintained at Company level only

 

Stock Write-Off Type - From the drop-down list select the Inventory Adjustment Type that will be used when writing off Stock

 

Disable Negative Stock Level - You can prevent Ostendo going into Negative Stock either for ALL Items (Disable Negative Stock for all Items - above) or, if that is not selected - at Item level in the Item Master record.  This field allows you to specify at which level the the Negative Stock check is to be carried.   Therefore, from the drop-down list, select the level at which this is to be applied.  The options are:

Item - If the sum of the Item stock across all locations for the Company goes negative

Site - If the sum of the Item stock across all locations for the Company Site goes negative

Warehouse - If the sum of the Item stock across all locations for the Warehouse goes negative

Location - If the Item stock for a specific Location goes negative

Item Variant - If the sum of the Item's Variant stock across all locations for the Company goes negative

Site Variant - If the sum of the Item's Variant stock across all locations for the Company Site goes negative

Warehouse Variant - If the sum of the Item's Variant stock across all locations for the Warehouse goes negative

Location Variant - If the Item's Variant stock for a specific Location goes negative

 

Auto Create Item Site Records - By default Ostendo will always create Item Site records if the above 'Costs By Site' checkbox is 'Checked'.  If the 'Costs By Site' checkbox is not 'checked' you can still automatically create Item Site records to define ROL, ROQ, Leadtime, etc by Site if this field is 'checked'

 

Adjustment Cost Default - From the dropdown list select the Cost Method that will used to determine the prefilled Cost when making Stock Adjustment.  The Cost copied to the Adjustment record can, of course, be amended prior to posting the Adjustment Batch.   The Cost options are:

 

Re-Order History Period Basis: The Re-Order Level in the Item Master record can be evaluated from either Fixed Quantity or History Days.  The option selected in the Item Master record determines how the quantity is calculated.  In that record:

That source, in association with the following Rule, determines the Average Daily Usage.  From the drop-down list select the History Period Basis.  This will determine the number of day's history to address when determining the Average Daily Usage.  The options are:

 

Number of History Days: If the selection in the previous Rule (Re-Order History Period Basis) is 'History Days' then enter the number of days over which the Average daily usage will be evaluated

 

Item Supersession is Active:  'Check' this checkbox if you intend to use Item supersession control in Sales Orders, Job Orders, Purchase orders, POS and Direct Invoicing.

Default Inventory Availability Period:  Select either Days or Weeks or Months.

Obsolete and RunOut Status Control:  Default is "Strict Control". This means items that are Obsolete or RunOut cannot be issued to a job even if they are already in the joblines. "Allow Issues and Receipts" is less strict. This option means that if the item already exists in the joblines, then it can still be issued to the job regardless if the ItemStatus is Obsolete or RunOut.

Availability Transaction Running Total:  Ticking this box will show a running total of the availability of any item in the Transaction History of that item.

Automatically create Unique Item Code:  Ticking this box will let the system generate the next item code whenever a new item is created. Users will not be able to just enter any code they like unless this rule is unticked.

Site Transfer Stock Remaining Balance %:  Enter an integer value for the percentage of stock to be maintained at the Transfer From location. This is to prevent the depletion of stocks during transfers.

 

The following 4 Reservation Styles control the creation behaviour of Reservation Stock Locations:

Sales Reservation Style:  Select the appropriate style for the creation of Reservation Stock Locations for Sales orders. Options are -

                       - No Reservations - this is the default. No reservation stock logic is used.

                       - Manual Reservations Only - this allows the user to manually set up the locations.

                       The location coding structure must be as follows:  SALE#xxxxxxx (where xxxxxxx is the ordernumber).

                       This rule also automatically creates a Reservations Warehouse (if it does not exist) in the following format: RS#sitenamennn        where nnn is a sequence number starting with 001.

                       - Source on Demand Reservations - This will trigger the auto creation of a Stock Location (SALE#xxxxxxx) when the first Source on Demand PO is created.

                       A Reservations Warehouse (if it does not exist) will also be automatically created (RS#sitenamennn).

 

Jobs Reservation Style:  Select the appropriate style for the creation of Reservation Stock Locations for Job orders. Options are -

                       - No Reservations - this is the default. No reservation stock logic is used.

                       - Manual Reservations Only - this allows the user to manually set up the locations.

                       The location coding structure must be as follows:  JOB#xxxxxxx (where xxxxxxx is the ordernumber).

                       This rule also automatically creates a Reservations Warehouse (if it does not exist) in the following format: RS#sitenamennn        where nnn is a sequence number starting with 001.

                       - Source on Demand Reservations - This will trigger the auto creation of a Stock Location (JOB#xxxxxxx) when the first Source on Demand PO is created.

                       A Reservations Warehouse (if it does not exist) will also be automatically created (RS#sitenamennn).

 

Assemblies Reservation Style:  Select the appropriate style for the creation of Reservation Stock Locations for Assembly orders. Options are -

                       - No Reservations - this is the default. No reservation stock logic is used.

                       - Manual Reservations Only - this allows the user to manually set up the locations.

                       The location coding structure must be as follows:  ASSY#xxxxxxx (where xxxxxxx is the ordernumber).

                       This rule also automatically creates a Reservations Warehouse (if it does not exist) in the following format: RS#sitenamennn        where nnn is a sequence number starting with 001.

                       - Source on Demand Reservations - This will trigger the auto creation of a Stock Location (ASSY#xxxxxxx) when the first Source on Demand PO is created.

                       A Reservations Warehouse (if it does not exist) will also be automatically created (RS#sitenamennn).

 

General Reservation Style:  Select the appropriate style for the creation of General Reservation Stock Locations for customers or for quarantine purposes. Options are -

                       - No Reservations - this is the default. No reservation stock logic is used.

                       - Manual Reservations Only - this allows the user to manually set up and link a Customer location so that any item (Source on Demand or Supply from Stock) can be receipted / transferred into it..

                       For Customer Reservation Locations, only issue / pick transactions relating to a specific Customer can be processed to its own pre-defined Reservation Location. (Only Source on Demand or Supply from Stock items).

                       For Quarantine Locations, items (Source on Demand or Supply from Stock) can be receipted or transferred into it. However. items can only be transferred or adjusted out of that location.

                       This rule also automatically creates a Reservations Warehouse (if it does not exist) in the following format: RS#sitenamennn        where nnn is a sequence number starting with 001.

 

Automatically Create Item Batch on Receipt : Tick this box if you wish to automatically create a Batch when the items are receipted.

                                               This will allow additional information to be trapped later against this batch either manually through the Item Batch screen or by Freeway

 

Container Tracking: This rule globally controls Container tracking in the Database and defines which item attribute (Colour or Grade) is to be used for Container Tracking.

                       Select from one of the following options:

                                                               No Tracking (Default)

                                                               Use Grade for Tracking

                                                               Use Colour for Tracking

                       There must not be any current inventory records using the chosen attribute (Grade or Colour).

                       Once chosen, the item attribute label will be changed "Container" on all the relevant screens.

 

Buttons

 

Close: This will close the Item Rules screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.