Item Site Settings

This screen is accessed from the Item Master screen and clicking on the 'Related' Button down the right hand side.   Item Site Settings screen allows you to maintain default Warehouses and Locations by Site.  Within each Site you can also define the defaults for Sales, POS, Purchasing, Jobs and Assembly Orders.   Whenever a Warehouse/Location is referenced for the Site/Order-Type then this default will prefill the relevant screen with these defaults. Of course you can amend the defaults in that screen if required

 

List Tab

 

Display fields

 

The displayed fields are taken from the Item Master record. 

 

Data Display Options

 

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

 

Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:

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To sort the data in a selected column simply click on the column heading.  Clicking against will sort in descending order.

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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom…) to enter detailed selection criteria.

 

Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed.  To revert back to displaying all records click on the ‘Eraser’ Icon

 

Buttons

 

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

 

Add: This will bring up the Detail panel for entry and maintenance of Site Settings

 

Save: Not applicable to the List panel

 

Cancel: Not applicable to the List panel

 

Delete: Not applicable to the List panel

 

 

Detail Tab

 

This screen allows you to maintain Item Site Defaults

 

Entry and Display fields

 

Item Code:  Display only field showing the selected Item Code against which the default Warehouse Locations are being maintained

 

Unit: Display only field showing the base Unit of the selected Item Code

 

Description: Display only field showing the Description of the selected Item Code

 

Site Name:  From the drop-down list select the site to which this default Warehouse and Location will be linked.  Company Sites are maintained via screen General>Company Sites.

 

Order Class: From the drop-down list select the Order Class to which the default Warehouse and Location will be linked.  The displayed options are:

 

Sales - Sales Order specific

POS – Point of Sales Order specific

Purchases – Purchase Order specific

Job – Job Order specific

Assembly – Assembly Order specific

All - All Order Classes where a specific Order Class has not been specified

 

Issue Warehouse: Click on the drop-down list to select the default Warehouse from where Items are normally issued.  This will prefill any Issue transaction for Items but can be changed before physical issue.  Warehouses are user-maintained via Inventory>Warehouses.

 

Issue Location: Click on the drop-down list to select the default Location from where Items are normally issued.  This will prefill any Issue transaction for Items but can be changed before physical issue.  Locations are user-maintained via Inventory>Locations.

 

Receipt Warehouse: Click on the drop-down list to select the default Warehouse into which Items are normally received.  This will prefill any receipt transaction for Items but can be changed before physical receipt.  Warehouses are user-maintained via Inventory>Warehouses.

 

Receipt Location: Click on the drop-down list to select the default Location into which Items are normally received.  This will prefill any receipt transaction for Items but can be changed before physical receipt.  Locations are user-maintained via Inventory>Locations.

 

 

Data Display Options

 

Field Position - On this screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

 

 

Buttons

 

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

 

Add: This will send the cursor to a new line for entry of a new Item Site Default.

 

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.

 

Delete: This removes the current highlighted Item Site Default record