These settings applied across multiple transactions.
Site ID Default
Set the default for the site assignment on Adjustment Add and Adjustment Remove.
Site ID Can Be Changed from Default
When set to true, users may change the Site ID when a default is set. When set to false, the Site ID is set to read only. If using ‘false’ be sure to set your site default assignments for all profiles.
Filter Items with Zero Qty
Filter items, bins and sites that have a quantity of 0 or negative quantity.
Allow Negative Quantity
When enabled, a quantity-tracked item type is allowed to go negative when there is not sufficient quantity available. Applies to adjustments, transfers, and assembly components.
UOM Default Type
This is a legacy WM setting where UOM is set based on alternative logic than the item base unit of measure.
- Standard Logic. Uses the item Base UOM or UOM from purchase order or sales order.
- Base UOM. Will always set UOM to the item Base UOM.
- Selling UOM. Uses the item’s selling UOM. This must be defined for ALL items in GP.
- Purchasing UOM. Uses the item’s purchasing UOM. This must be defined for ALL items in GP.
Use UOM for Inventory
Allows user to select a different unit of measure for primary inventory transactions. These include Adjustments, Site Transfer, Bin Moves. The transactions are submitted to GP in the UOM entered for the transaction. Only unit of measure options defined on the UOM Schedule applied to the item are available to select from when enabled.
Use UOM based on Item Number Scan
Requires Panatracker SKU to UOM module to be licensed. Requires setup of corresponding UOM assignment to the manufacturer item cross reference numbers associated with the item. Based on the item number scanned, the corresponding UOM will be automatically used. This requires that the proper UOM setup is completed in GP.
Use Item Class Code
For Adjustment and Site Transfer transactions, adds the ability to filter items based on the Item Class Code.
Lot Tracked Item Setup Options
Lot Expire Date Enabled
Enables the ability to capture the expiration date attribute when adding new items to the system (PO Receiving, Add Adjustment)
Lot Mfg Date Enabled
Enables the ability to capture the manufacture date attribute when adding new items to the system (PO Receiving, Add Adjustment)
Lot Attributes Enabled
Enables the ability to capture any of the five user-definable lot attributes setup for the item to be captured when adding new items to the system (PO Receiving Add Adjustment). The user-defined attributes must be set up in GP to be displayed.
Use UOM for Lots
Enable the ability to select an alternate UOM for lot-tracked items.
Lot Quantity Default.
When enabled, the lot quantity available will default as the lot quantity for the transaction. This applies to Adjustment Remove, Site Transfers, Bin Moves.
Lot Sort Order
Sets the lot sort order for lot lookup lists across the system. Note: some of the lot look ups have site or bin selections applied first.
Use Alternate Bin Look Up for Lot Tracked Items
Includes lots and lot details as part of the bin look up list for lot tracked items.
Allow Select All Lots in Bin
Applies to the Order Fulfill transaction. When a bin is selected, if the lots and total lot quantity is equal to or less than the total in the bin, the user will be presented the option to automatically select all lots without requiring selection of each lot and quantity.
Allow Item-Level Count for Lot-Tracked Items
For Stock Count functionality, allows the user to enter the total quantity for the item based on the site or site and bin being counted. If the count matches the total for the item, then all lots will be marked as counted with the GP captured quantity. Note: It is advised to only enable this feature when using multiple-bin tracking since count entry is a single entry.
Stock Count Throw Warning on Lot Add
When to true, lots not part of the stock count schedule for the item-site-bin, will be logged with a warning message, but will not be added to the count for GP.
Default Lot Quantity on Receiving Transfer
When completing an inbound transfer (Inbound Receive Transfer), allow the lot quantity received to automatically default to what was transferred.
Default Lot Quantity on Put Away
When using the put away transaction, default the FROM bin quantity for the lot selected.
Default Lot Quantity for Item-Bin Move
When enabled, the total lot quantity for the item-site-bin entered will default for the bin move.
Order Fulfill Specific
Lot Default Bin [Order Fulfill]
Define the bin default logic for lot-tracked inventory for Order Fulfill
- None. Will use the standard default bin logic setup.
- Oldest Manufacture Date
- Soonest to Expire Date
- Date Received. If using this option, note that there can be multiple receipt dates for the same item-lot. The logic will be based on the oldest date.
- User Definable Date Field 4
- User Definable Date Field 5
User Definable Date Fields 4 and 5 are often set up as the original receipt date.
Warn for Sooner Expiring Lot [Order Fulfill]
Enables a warning message if there is an available lot that has an expire date that is earlier than the lot selected on Order Fulfill.
Warn for Expired Lots [Order Fulfill]
When enabled, displays a warning message to the user that the lot is expired or will be expiring soon (based on setting Warn for Expired Lot Days).
Warn for Expired Lot Days [Order Fulfill]
Define the number of days before the actual lot expire date to display a warning on Order Fulfill to users.
Assembly Transaction Specific
Auto Lot Assignment Type
Define lot auto-assignment for Assembly finished good item.
- None. User Assigns
- Date
- Work Order Code
- GP Lot Mask Setup for Item
Allow Auto-Lot Assignment Change
Allow the user to change the lot that is auto-assigned.
Enable Lot Manufactured Date on Assembly
Enables the manufacture date attribute assignment for the finished good item being added through Assembly
Enable Lot Expiration Date on Assembly
Enables the expire date attribute assignment for the finished good item being added through Assembly
Enable Lot Attributes on Assembly
Enables the ability to capture any of the five user-definable lot attributes setup for the finished good item to being added through Assembly. (The user-defined attributes must be set up in GP to be displayed.)
Manufacturing Specific
Manufacturing Auto Lot Assignment Type
Define lot assignment on Create Production Unit transaction.
- None. User Assigns
- Date
- Batch Number (Vicinity)
- Batch Number and Date (Vicinity)
- Sequence (Setup required for Manufacturing Auto Lot Assignment Next Sequence Number)
- Work Order and Sequence Number (GP Mfg)
Manufacturing Allow Auto Lot Assignment Change
When lot assignment is defaulted, allows the user to edit the lot number.
Manufacturing Auto Lot Assignment Next Sequence Number
Sets the next sequence number for lot assignments for Create Production Unit
Horizons Assigns Lot Numbers
Lot number assignment is generated through Horizon Manufacturing.
Manufacturing Expiration Date
Define auto-assignment of the expiration date for the lot.
- None. User enters.
- From PanatrackerGP
- From Dynamics GP