Setup >  Manufacturing >  Entry transactions >  Reintegration plan  

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This function is used to manage the personalization setup of the reintegration plan screens.

At least one standard reintegration plan transaction is delivered with the installation of the software. It can either be modified or deleted with this function, which can also be used to create new ones.

It is possible to set up several transactions for the reintegration plan. Each transaction, identified by a code and a label, appears in a selection window when calling the "Reintegration plan" option.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

Specifying the setup is done by entering information into the header and the four tabs.

Header

Presentation

Transaction

This is the code identifying the setup of the reintegration plan transaction. A description is assigned to each setup transaction code. These are two items of information that appear in the selection window proposed at the start of the reintegration plan entry.

Access code

Transactions can be filtered according to the users, thanks to the introduction of this access code: if the field is specified, only the users who have this access code in their profile will be able to access the transaction.

If several transactions are set up for a function, and the user only has access to one of them because of the access codes, the selection window is no longer suggested: the access is by direct entry.

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Fields

The following fields are present on this tab :

Production return plan

  • Transaction (field BTSNUM)

This field indicates the code of the setup transaction.

  • field DESAXX

Transaction description.

  • Active (field ENAFLG)

This flag is used to activate or deactivate a transaction.
The inactive transactions are not presented in the transaction selection window.

Access code that is used to restrict access to data by user or group of users.
If this field is assigned, only users with this access code in their profile can use this transaction.
If several transactions are set up for a function, and the user only has access to one of them because of the access codes, the selection window is no longer suggested: the access is by direct entry. 

 

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Tab Parameter definition

Presentation

The reintegration type is defined in this tab : WO reintegration and/or BOM reintegration.

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Fields

The following fields are present on this tab :

Parameters

  • WO reintegration (field OFFLG)

This field indicates if the transaction authorizes the tracking on WO.

  • BOM reintegration (field BOMFLG)

This field indicates if the transaction authorizes the tracking on BOM.

  • Single warehouse (field WRHOBY)

The presence of this box is subject to activity code WRH.

  • If this box is checked, it will be mandatory to enter the warehouse in the entry screen header. As far as the document line parameter is concerned, it cannot be defined as Entered, but only as Hidden or Displayed.
     
  • If this box is not checked, the warehouse will not be a mandatory criterion of the documents. As far as the document line parameter is concerned, it will be possible to define it such that it allows them as being possible to enter, thus authorizing the management of multi-warehouse entriyelines
  • Warehouse (field WRHCOD)

The presence of this field is subject to activity code WRH.
It is used to define, for this entry transaction, whether the header warehouse must be:

  • Hidden:
    The field is not displayed in the entry screen.
  • Displayed:
    The field is displayed empty and cannot be modified.
  • Entered:
    The field is displayed but can be modified.

SEEINFO If the Single-warehouse box is checked, this field automatically takes the value Entered. It is indeed mandatory to specify the warehouse in the document header.

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Tab Filters/Sort

Presentation

In this tab, the following must be defined:

 A default filter which is used to select the materials to be suggest in the grid (Open, Closed, All)

 Whether to authorize the modification of this filter

 The stock withdrawal (a filter which is used to select the materials to suggest in the grid)

 Two sort criteria to combine among four possible choices: these sort criteria can be modified upon use of the reintegration plan

 The transaction group

 The automatic journal code which will be used to post the transactions made from the reintegration plan

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Fields

The following fields are present on this tab :

Filter

  • Filter default value (field FILTDEF)

Default value of the filterfield.

  • Filter (field FILTFLG)

Parameter used to define if, for this entry transaction, the filter must be:

  • hidden:
    The field does not appear in the entry screen but a default value is assigned to it.
  • displayed:
    The default value is assigned to the field and displayed but the value cannot be modified.
  • Entered:
    The default value is assigned to the field and displayed.
  • Stock withdrawal (field STOCODDEF)

This flag is used to filter the records to be tracked based on their stock issue mode.
The possible values are:

  • manual,
  • automatic,
  • all.

Sort

  • Criteria 1 (field CRIT1)

This field gives the main sort criteria for the table of records to be processed.

  • Criteria 2 (field CRIT2)

This field gives the second sort criteria for the table of records to be processed.

Stock

Movement group, initialized by the movement group of the transaction being used.

This field is used to specify, for this transaction, the code of the accounting automatic journal used to generate, via the stock accounting interface, the accounting postings along with the stock movements created with this transaction.
This field can only be accessed if the SCOIFA - Accounting interface WO in process setup is set to No.

A stock transaction code is used to specify rules within a similar transaction type.

SEEINFOThese codes must be created in the miscellaneous table number 14.

The movement code is used to define specific stock receipt rules and stock issue rules for some transactions. Expert users could for instance authorize a receipt to stock of goods with the status A using a dedicated transaction, whereas for all other users the goods will have the status Q.
SEEWARNINGThis will only be possible for product categories authorizing this type of receipt rules and having such a movement code (see Product category).

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Tab Display

Presentation

This tab is used to define all the columns which must be managed in the reintegration plan, as well as their order of display.

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Fields

The following fields are present on this tab :

Block number 1

  • Number of lines (field NBRLIG)

This field indicates the maximum number of lines in the grid.

  • Number of fixed columns (field NBRCOL)

The first N columns specified in this field remain visible on the screen when scrolling.

Grid List of fields

  • Field (field INTIT)

 

  • Input (field DAC)

Use this column to define which fields are to be displayed and the order in which those fields are displayed.

 The associated field is not displayed if this field is blank.

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Tab Stock

Presentation

The stock tab in stock setup entry is common to all receipt note transactions. It is used to set up the stock information that will be accessible on the receipt note line and in the detail screen when multiple pieces of information exist for the same entry line. See the tab documentation.

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Fields

The following fields are present on this tab :

Entry

  • Enter packing unit (field UOMSAIFLG)

This setup is used to define, for this entry transaction, whether the entry in packing units is authorized or not in the receipt movement.

  • If the entry of PAC unit is allowed the entry screen is generated with the fields packing unit, Quantity in PAC, PAC/STK conversion factor, Quantity in STK (this quantity is calculated and cannot be entered).
  • If the entry of PAC unit is not allowed the entry screen generated only displays the quantity in STK.

The specific case of Customer returns:

if the entry of PAC unit is allowed, then it is possible to modify the sales unit in the return by selecting a different sales unit among the following units:

  • stock unit,
  • packing unit,
  • customer packing unit.

When this is not the case, the sales unit will not be modifiable and the PAC/STK conversion factor and the STK quantity fields will not be displayed.

The specific case of Loan returns:

the entry in PAC is not possible in a loan return line. The sales unit is not modifiable for this type of return.
However, for this type of document, the conversion factor between the document unit and the stock unit will always be displayed as well as the corresponding quantity in stock unit.

  • Supplier lot (field BPSLOTCOD)

Setup used to define, for this entry transaction, if the product Supplier number must be:

  • Hidden: The field is not displayed in the entry screen.
  • Displayed: The value is displayed but cannot be modified.
  • Entered: The value can be modified.
  • field BPSLOTSCR

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.
  • Lot (field LOTCOD)

Parameter used to define, for this entry transaction, whether the product Lot number must be:

  • Hidden,
  • Displayed,
  • (Entered).
  • field LOTSCR

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.
  • Sublot (field SLOCOD)

Parameter used to define, for this entry transaction, whether the product Sub-lot number must be:

  • Hidden: The field does not appear on the entry screen but the default value is attributed to it.
  • Displayed: The default value is assigned to the field and displayed but the value cannot be modified.
  • Entered: The default value is assigned to the field and displayed. It can be modified.
  • field SLOSCR

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.
  • Number of sublots (field NBSLOFLG)

Setup used to define, for this entry transaction, if the product Sub-lot number must be:

  • Status (field STACOD)

This setup is used to define, for this entry transaction, whether the entry status must be:

  • Hidden: The field does not appear on the entry screen but the default value is attributed to it.
  • Displayed: The default value is assigned to the field and displayed but the value cannot be modified.
  • Entered: The default value is assigned to the field and displayed. It can be modified and in this case, the value entered is controlled with the rule for the product management.
  • field STASCR

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.
  • Location (field LOCCOD)

Parameter used to define, for this entry transaction, if the location for the product receipt must be:

  • Hidden,
  • Displayed,
  • Entered.
  • field LOCSCR

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.
  • Order price (field MVTPRICOD)

Setup used to define, for this entry transaction, whether the Order unitary price should be:

  • Hidden,
  • Displayed,
  • Entered.

This information is used to intervene in the valuation of the stock receipt:

  • In the case of a receipt, the default value is calculated from the net price of the receipt line.
  • In the case of a loan or subcontract material return, this information is not available.
  • field MVTPRISCR

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.
  • Starting serial number (field SERCOD)

Parameter used to define, for this entry transaction, whether the first product serial number for receipt to stock must be:

  • Hidden: The field does not appear on the entry screen but the default value is attributed to it.
  • Displayed: The default value is assigned to the field and displayed. It cannot be modified.
  • Entered: The default value is assigned to the field and displayed. It can be modified.
  • field SERSCR

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.
  • Ending serial number (field SERECOD)

Parameter used to define, for this entry transaction, if the last product serial number, when these numbers are consecutive, must be:

  • Hidden: The field does not appear on the entry screen but the default value is attributed to it.
  • Displayed: The default value is assigned to the field and displayed. It cannot be modified.
  • field SERESCR

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.
  • Identifier 1 (field IDECOD01)

The identifiers correspond to pieces of free information each used to identify a stock line. This parameter used to define, for this entry transaction, whether the analytical dimension must be:

  • Hidden
    The field is not displayed in the entry screen.
  • Displayed
    The value is displayed but cannot be modified.
  • Entered:
    The value can be modified.
  • field IDESCR01

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.
  • Identifier 2 (field IDECOD02)

 

  • field IDESCR02

 

  • Movement description (field MVTDESCOD)

Setup used to define, for this entry transaction, if the movement description that will be written in the stock journal must be:

  • Hidden,
  • Displayed,
  • Entered.
  • field MVTDESSCR

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.
  • Warehouse (field WRHCOD1)

The presence or absence of this option is subject to the activity code WRH.
It is used to define, for this entry transaction, whether the warehouse on the document line must be:

  • Hidden: The field is not displayed. This will be single-warehouse managed.
  • Displayed: The field is loaded with the warehouse entered in the header, and cannot be modified. This will be single-warehouse managed.
  • Entered: The field is displayed but can be modified. This setup allows a multi-warehouse management.
    This value cannot be selected if single-warehouse management has been activated in the transaction header.
  • field WRHSCR1

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.

Detail

  • Enter packing unit (field UOMSAIFLG1)

This setup is used to define, for this entry transaction, whether the entry in packing units is authorized or not in the receipt movement.

If the the entry of the PAC is possible, it is then possible to modify the PAC/STK conversion factor (on the condition that the product unit authorizes this modification).

  • Supplier lot (field BPSLOTCOD1)

Setup used to define, for this entry transaction, if the product Supplier number must be:

  • Hidden: The field is not displayed in the entry screen.
  • Displayed: The value is displayed but cannot be modified.
  • Entered: The value can be modified.
  • field BPSLOTSCR1

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.
  • Major version (field ECCCOD)

This parameter is used to define, for this entry transaction, whether the Major version numbermust be:

  • Hidden: the field is not displayed in the entry screen
  • Displayed: The value is displayed but cannot be modified

The management of the version numbers is only carried out at the Lot complement window level.

  • field ECCSCR

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.
  • Minor version (field ECCCODMIN)

This parameter is used to define, for this entry transaction, whether the Minor version number must be:

  • Hidden: the field is not displayed in the entry screen.
  • Displayed: The value is displayed but cannot be modified

The management of the version numbers is only carried out at the Lot complement window level.

  • field ECCSCRMIN

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.
  • Identifier 1 (field IDECOD1)

The identifiers correspond to pieces of free information each used to identify a stock line. This parameter used to define, for this entry transaction, whether the analytical dimension must be:

  • Hidden
    The field is not displayed in the entry screen.
  • Displayed
    The value is displayed but cannot be modified.
  • Entered:
    The value can be modified.
  • field IDESCR1

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.
  • Identifier 2 (field IDECOD2)

 

  • field IDESCR2

 

  • Printing (field PRNCOD1)

Parameter used to specify if, for this entry transaction, the printing of documents (in this case, stock labels) is authorized.
It is notably used in order to authorize the automatic launch of the label print at the end of entry with a portable terminal. It is therefore necessary to define the label format at the level of the product record.

  • field PRNSCR1

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.
  • Number of copies (field PRNNBFLG1)

Setup used to define, for this entry transaction, if the number of documents to be printed can be entered or not.

  • field PRNNBSCR1

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.
  • Order price (field MVTPRICOD1)

Setup used to define, for this entry transaction, if the transaction price in the Stock input entry screen must be:

  • Hidden: The field is not displayed in the entry screen.
  • Displayed: The value is displayed but cannot be modified.

SEEINFO In the case of a loan or subcontract material return, this information is not available.

  • Ending serial number (field SERECOD1)

Parameter used to define, for this entry transaction, if the last product serial number, when these numbers are consecutive, must be:

  • Hidden: The field does not appear on the entry screen but the default value is attributed to it.
  • Displayed: The default value is assigned to the field and displayed. It cannot be modified.
  • field SERESCR1

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.
  • Movement description (field MVTDESCOD1)

Setup used to define, for this entry transaction, if the movement description that will be written in the stock journal must be:

  • Hidden,
  • Displayed,
  • Entered.
  • Available stock (field AVSTOCOD1)

Setup used to define if, for this entry transaction, the available to promise stock in the stock entry screen must be:

  • Hidden
  • Displayed
  • field AVSTOSCR1

Setup used to define, for this entry transaction, if the field must be present in:

  • Form + Table mode,
  • Form mode,
  • Table mode.

Lot

  • Expiration (field SPERFLG)

Setup used to define, for this entry transaction, if it is mandatory for the lot expiry date to be entered.

  • Potency (field SPOTFLG)

Setup used to define, for this entry transaction, if it is mandatory for the lot title to be entered.

  • field SRUB1FLG

This setup is used to specify for each of the user free fields 1-2-3-4 of the Lot addition entry window whether these fields must be entered.

These fields are used to associate additional information to a lot.

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Tab Analytical

Presentation

In this function, the following fields cannot be accessed:

  • Distribution line,
  • Header dimension,
  • Entry.

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Fields

The following fields are present on this tab :

Block number 1

  • Header dimensions (field HEACCECOD)

Parameter used to define if, for this transaction, the analytical dimensions fields of the document header must be:

  • Hidden: The options/analytical dimensions menu of the main window will be hidden.
  • Displayed: It will be possible to access the options/analytical dimensions menu of the main window, the fields will appear but it will not be possible to access them.
  • Entered: It will be possible to access the options/analytical dimensions menu of the main window, the fields will appear and it will be possible to access them.
  • Distribution line (field DSPCOD)

This setup is used to define, for this entry transaction, if the analytical distribution key at line and invoicing element level must be:

  • Hidden: the field does not appear on the entry screen but the default value is attributed to it,
  • Displayed: The default value is assigned to the field and displayed but the value cannot be modified.
  • Entry: The default value is assigned to the field and displayed. It can be modified.
  • field DSPSCR

Parameter used to define, for this entry transaction, if the field must be present in:

  • Record + Table modes,
  • Record mode,
  • Table mode.
  • Stock movement dimensions (field STOCCECOD)

Specify for this transaction if the analytical dimension fields related to stock movements must be:

  • Hidden
  • Displayed: The menu Analytical sections, accessible from the menu in the movement detail window, will be available. The fields are displayed but cannot be accessed.
  • Entered: The Analytical dimensions menu, accessible from the menu in the movement detail window, will be available. The fields are displayed and can be accessed.
This screen is common to the entry transactions for the orders and open orders. In the open orders entry transaction, this field is not available.

Entry

  • Input (field CCESCR)

 

Grid Dimension line

You can enter an analytical dimension type code on each table line.
Use the function available from the Actions icon to preload all the dimension types defined for the sites of a given group of sites.

  • Method (field CCECOD)

Parameter used to define, for this entry transaction, if the analytical dimension must be:

  • Hidden: The field is not displayed in the entry screen. However, it is possible to initialize this field with a default section code.
  • Displayed: The default value is assigned to the field and displayed but the value is non-modifiable.
  • Entered: The default value is assigned to the field and displayed. It can be modified, and, in that case, the entered value is checked in the analytical dimension table.
    The default value assigned to the analytical dimension is based on the dimension setup performed.

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Action icon

Pre-loading dimensions

Click the Preload dimensions action to load the default dimensions defined for a selected group of sites or companies.

 

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Specific Buttons

At the end of entry, this button is used to save the setup carried out and trigger the generation of the corresponding screens.

This button is used to copy the setup of the transaction under progress to another Sage X3 folder.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation