Assembly/disassembly

Code used to identify the transaction set up.

The setup of the entry transactions enables the user to fully set up the entry screens associated with a document (quote, invoice order, request for quotes etc.) or with a stock transaction type (receipt, issue etc.).

For each document or stock transaction type, it is possible to define as many entry transactions as necessary, each one being identified by a code.

Each transaction is used to define, both for fields located on the document header and fields entered in the lines, whether they must be:

• Entered
• Only displayed
• Or hidden

Upon validation of this setup, dedicated entry screens are created, and then can be used by any user having been granted rights on the access code defined on this setup header.

• If a given user has the right to use several transactions of a given type, the choice is presented to the user when entering the function.
• If the user is only authorized one transaction, this transaction is automatically taken into account when entering the function.

Transaction description.

Use this field to activate or deactivate a transaction.
Inactive transactions are not displayed in the transaction selection window.

This access code is used to restrict access to data by user or group of users.
If this field is entered, only users with this access code in their profile can use this transaction.
If several transactions are available, you can choose the transaction you want to use to open the function. If only one transaction is available, there is no selection to be made: the default entry screen opens directly.

Indicator used to define the setup type: Assembly or Disassembly

When this box is ticked, it is used to specify that a movement will be created on the parent product, either in assembly or in disassembly mode. If it is not ticked, there are movements only on components.

Specify if the product loss percentage of the component must be included in the calculation of the consumed quantity or in assembly or disassembly entry.

This parameter is used to define, for this entry transaction, whether the project field must be:

• Hidden:
  The field is not displayed on the entry screen.
• Displayed:
  The field is displayed and cannot be modified.
• Entered:
  The field is displayed but can be modified. The value entered is not controlled (free entry).

The Movement group is a statistical piece of information recorded in the stock journal when saving the receipt movements. This movement group is contained in the miscellaneous table no. 9.
The value given in the transaction setup corresponds to a default value that can be viewed and/or modified depending on the transaction setup.

Use this parameter to define if the movement group code must be:

• Hidden:
  The field does not appear on the entry screen but the default value is assigned to it.
• Displayed:
  The default value is allocated 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.

This parameter is used to define, for this transaction, a default transaction group code.

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

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

 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.

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

• If this check box is selected, 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

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

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

The movement code is used to define specific stock receipt and issue rules for some transactions. For example, a dedicated transaction associated with experienced users can authorize the receipt to stock of goods in A status while the other users may be associated with a transaction authorizing the receipt to stock of goods in Q status.
This will only be possible for product categories authorizing this type of receipt rules and having such a movement code (see Product category).

The receipts on a location of the Dock type are not authorized for assembly/disassembly.

This field is used for this transaction to specify the code of the accounting automatic journal used to generate, via the stock accounting interface, the accounting entries with respect to the stock movements created with this transaction.
This field can only be accessed if the SCOIFA - WIP accounting interface parameter is set to No.

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.

Otherwise, the sales unit cannot be modified and the PAC/STK coefficient and the STK quantity fields are not displayed.

Special case ofLoan returns:

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

Use this parameter to define, for this entry transaction, if the product Supplier lot number must be:

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

Specify, for this entry transaction, if the field must be present in:

• Form and table mode
• Form mode
• Table mode.

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

• Hidden,
• Displayed,
• (Entered).

Specify, for this entry transaction, if the field must be present in:

• Form and table mode
• Form mode
• Table mode.

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 assigned to it.
• Displayed: The default value is assigned to the field and displayed but it cannot be modified.
• Entered: The default value is assigned to the field and displayed. It can be modified.

Specify, for this entry transaction, if the field must be present in:

• Form and table mode
• Form mode
• Table mode.

Use this parameter to define, for this entry transaction, if the Number of sub-lots must be displayed.

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 assigned to it.
• Displayed: The default value is assigned to the field and displayed but it 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.

Specify, for this entry transaction, if the field must be present in:

• Form and table mode
• Form mode
• Table mode.

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

• Hidden,
• Displayed,
• Entered.

Specify, for this entry transaction, if the field must be present in:

• Form and table mode
• Form mode
• Table mode.

Use this parameter to define, for this entry transaction, if the Order unitary price must 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.

Specify, for this entry transaction, if the field must be present in:

• Form and table mode
• Form mode
• Table mode.

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 assigned 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.

Specify, for this entry transaction, if the field must be present in:

• Form and table mode
• Form mode
• Table mode.

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 assigned to it.
• Displayed: The default value is assigned to the field and displayed. It cannot be modified.

Specify, for this entry transaction, if the field must be present in:

• Form and table mode
• Form mode
• Table mode.

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 on the entry screen.
• Displayed: 
  The value is displayed but cannot be modified.
• Entered:
  The value can be modified.

Specify, for this entry transaction, if the field must be present in:

• Form and table mode
• Form mode
• Table mode.

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.

Specify, for this entry transaction, if the field must be present in:

• Form and table mode
• Form mode
• Table mode.

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 and it 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.

Specify, for this entry transaction, if the field must be present in:

• Form and table mode
• Form mode
• Table mode.

This field is subject to the LPN - License plate no. management activity code.

For this entry transaction, specify if the container and license plate number on the document line must be:

• Hidden
  The fields are not displayed on the entry screen.
  If the conditions are met for creating license plate numbers 'on the fly', the default container is used (even if hidden), and one or several license plate numbers are assigned automatically .
• Displayed
  If the conditions are met for creating license plate numbers 'on the fly', the default container is used and one or several license plate numbers are assigned automatically. These values are displayed but cannot be modified.
• Entered
  The default container value is loaded in the field. It is displayed and available for modification. The license plate number can be entered or modified if determined automatically.

Please refer to the License plate number field help linked to the Miscellaneous receipts function for more information on creating license plate numbers 'on the fly'.

Specify, for this entry transaction, if the field must be present in:

• Form and table mode
• Form mode
• Table mode.

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).

Use this parameter to define, for this entry transaction, if the product Supplier lot number must be:

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

Specify, for this entry transaction, if the field must be present in:

• Form and table mode
• Form mode
• Table mode.

This parameter is used for this entry transaction to define whether the Major version number should 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.

Specify, for this entry transaction, if the field must be present in:

• Form and table mode
• Form mode
• Table mode.

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.

Specify, for this entry transaction, if the field must be present in:

• Form and table mode
• Form mode
• Table mode.

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 on the entry screen.
• Displayed: 
  The value is displayed but cannot be modified.
• Entered:
  The value can be modified.

Specify, for this entry transaction, if the field must be present in:

• Form and table mode
• Form mode
• Table mode.

Specify if label printing is authorized for this entry transaction. You can authorize the printing of:

• Stock labels,
• License plate number labels created 'on the fly',
• Stock labels and license plate number labels created 'on the fly'.

When printing is authorized, it is launched automatically when the stock receipt entry is completed.

The automatic printing of stock labels applies when using an ADC terminal: all the setup rules required for the launch are specified in the Miscellaneous receipts function implementation documentation (ADCs).

Specify, for this entry transaction, if the field must be present in:

• Form and table mode
• Form mode
• Table mode.

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

Specify, for this entry transaction, if the field must be present in:

• Form and table mode
• Form mode
• Table mode.

Use this parameter to define, for this entry transaction, if the transaction price in the Stock receipt entry screen must be:

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

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

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 assigned to it.
• Displayed: The default value is assigned to the field and displayed. It cannot be modified.

Specify, for this entry transaction, if the field must be present in:

• Form and table mode
• Form mode
• Table mode.

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.

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

• Hidden
• Displayed

Specify, for this entry transaction, if the field must be present in:

• Form and table mode
• Form mode
• Table mode.

Select this check box to indicate that the lot expiry date must be entered.

Select this check box to indicate that the lot title must be entered.

To use this transaction in VT mode (ADC), do not select this check box: the lot title is not editable in this mode.

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.

To use this transaction in VT mode (ADC), do not select this check box: the user headings 1-2-3-4 are not editable in this mode.

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.

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 it cannot be modified.
• Entered: The default value is assigned to the field and displayed. It can be modified.

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

• Record + Table modes,
• Form mode,
• Table mode.

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 menu Analytical sections, accessible from the menu in the movement detail window, will be available. The fields are displayed and can be accessed.

You can enter an analytical dimension type code on each table line.
You can access a function from the Actions icon to pre-load all the dimension types defined on the sites of a given group of sites.

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

• Hidden: The field is not displayed on the entry screen. However, it is possible to initialize this field with a default section code.
  
• Displayed: The default value is allocated 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 that case, the entered value is checked in the analytical dimension table.
  The default value assigned to the analytical dimension is dependent on the dimension setup performed.