This function is used to manage the setups for the personalization of the management screens of shipment preparation plans.

A standard entry transaction of preparation plans is initialized upon installation of the software. It can be modified or deleted using this option, which can also be used to create new ones.

It is possible to set up several transactions for the preparation plans. Each transaction, identified by a code and a description, appears in a selection window when calling the Preparation plans functions of the Sales module and the Stock module.

Prerequisites

See also Refer to documentation Implementation

Screen management

The transaction header allows the user to create new transaction codes or to look for existing transactions to be modified or deleted.

Shipment preparation plan

Transaction (field SRTNUM)

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.
Description (field DESAXX)

Transaction description.
Active (field ENAFLG)

Use this field to activate or deactivate a transaction.
Inactive transactions are not displayed in the transaction selection window.
Access code (field ACSCOD)

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.
Group (field GFY)

This field is used to allow access to the transaction to a limited group of companies.

Tab General

The screen is composed of one tab in which the user can define the management mode and display mode of certain headings of the management function of preparation plans.

Preparation

Orders (field SRUB1FLG)

It is possible to specify the elements that will be concerned by shipments managed. They can be:

  • a list of orders and/or,
  • a list of loan orders and/or,
  • a sub-contract reorder requirement and/or,
  • sub-contractor shortages.
Loan orders (field SRUB2FLG)
Subcontract reorder (field SRUB3FLG)
Subcontract shortages (field SRUB4FLG)

Lines

Order no. (field ORINUMCOD)

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

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

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

  • Form and table mode
  • Form mode
  • Table mode.
Ship date (field SHIDATCOD)

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

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

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

  • Form and table mode
  • Form mode
  • Table mode.
Product description (field ITMDES1COD)

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

  • Hidden:
    The field is not displayed in the entry screen.
  • Displayed:
    The field is displayed but cannot be modified.
field ITMDES1SCR

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

  • Form and table mode
  • Form mode
  • Table mode.
Subcontract location (field REOLOCCOD)

This parameter is used to define, for this entry transaction, whether the sub-contract location must be:

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

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

  • Form and table mode
  • Form mode
  • Table mode.
Line type (field LINTYPCOD)

Field that cannot be entered and that defines the line.
The line can have the following values:

  • Normal,
  • Kit parent product,
  • Kit component,
  • Kit option,
  • Kit variant,
  • BOM parent product,
  • BOM component,
  • BOM option,
  • BOM variant,
  • Subcontracted,
  • Service,
  • Supplied material.
field LINTYPSCR

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

  • Form and table mode
  • Form mode
  • Table mode.
Packaging/Capacity (field PCKCOD)

This parameter is used to define, for this entry transaction, whether the package and packing capacity must be:

  • Hidden:
    The fields are not displayed on the entry screen.
  • Displayed:
    The fields are displayed but cannot be modified.
field PCKSCR

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

  • Form and table mode
  • Form mode
  • Table mode.
Delivery type (field SDHTYPCOD)

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

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

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

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

Selections

Ship-to (field BPCORDCOD)

This parameter is used to define, for this entry transaction, whether the reference of the ship-to customer must be:

  • Entered:
    The field is displayed and can be entered.
  • Hidden:
    The field is not displayed in the entry screen.
Route (field DRNCOD)

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

  • Entered:
    The field is displayed and can be entered.
  • Hidden:
    The field is not displayed in the entry screen.
Carrier (field BPTCOD)

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

  • Entered:
    The field is displayed and can be entered.
  • Hidden:
    The field is not displayed in the entry screen.
Order no. (field VCRNUMCOD)

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

  • Entered:
    The field is displayed and can be entered.
  • Hidden:
    The field is not displayed in the entry screen.

Stock

Lot (field LOTCOD)

Parameter used to define, for this transaction, whether the Lot field must be:

  • Hidden
    The field does not appear in the grid.
  • Displayed
    The field is displayed but cannot be entered.
  • Entered
    The field is displayed and can be entered.
field LOTSCR

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

  • Form and table mode
  • Form mode
  • Table mode.
Sublot (field SLOCOD)

Parameter used to define, for this transaction, whether the sub-lot field must be:

  • Hidden
    The field does not appear in the grid.
  • Displayed
    The field is displayed but cannot be entered/modified.
  • Entered
    The field is displayed and can be entered.
field SLOSCR

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

  • Form and table mode
  • Form mode
  • Table mode.
Starting serial number (field SERCOD)

Parameter used to define, for this transaction, whether the serial number start field must be:

  • Hidden
    The field does not appear in the grid.
  • Displayed
    The field is displayed but cannot be entered/modified.
  • Entered
    The field is displayed and can be entered.
field SERSCR

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

  • Form and table mode
  • Form mode
  • Table mode.
Ending serial number (field SERECOD)

This field is used to define, for this transaction, whether the serial number end field must be:

  • Hidden
    The field does not appear in the grid.
  • Displayed
    The field is displayed but cannot be entered.
  • Entered
    The field is displayed and can be entered.
field SERESCR

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

  • Form and table mode
  • Form mode
  • Table mode.
Location (field LOCCOD)

Parameter used to define, for this transaction, whether the location field must be:

  • Hidden
    The field does not appear in the grid.
  • Displayed
    The field is displayed but cannot be entered.
  • Entered
    The field is displayed and can be entered.
field LOCSCR

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

  • Form and table mode
  • Form mode
  • Table mode.
Status (field STACOD)

Parameter used to define, for this transaction, whether the status field must be:

  • Hidden:
    The field does not appear in the grid.
  • Displayed:
    The field is displayed but cannot be entered.
  • Entered:
    The field is displayed and can be entered.
field STASCR

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

  • Form and 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 on the entry screen.
  • Displayed: 
    The value is displayed but cannot be modified.
  • Entered:
    The value can be modified.
field IDESCR1

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

  • Form and table mode
  • Form mode
  • Table mode.
Identifier 2 (field IDECOD2)

This parameter is used to define, for this entry transaction, whether the identifier 2 in the screen 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.
field IDESCR2

Stock movement

Enter destination location (field FLGLOCDES)

This check box can be selected to indicate that the destination location can be entered.

Parameter

Movement code (field TRSCOD)

This setup is used to define for this entry transaction a movement code used to specify rules for a specific type of movements.
These codes must be created in the miscellaneous table number 14.

Reports

By default, the following reports are associated with this function :

Bullet point  PRTSCR : Screen print

This can be changed using a different setup.

Specific Buttons

Validation

It is used to validate the screen by generating the corresponding code. This validation is automatic on creation or modification; the button is thus only really useful when deleting a screen file on the application server, or in the case of a copy from one folder to another (the validation is not in this case carried out automatically in the target folder).

This button is used to copy the record definition from or to another folder.

Block number 1

field OBJET
field CLES

Block number 2

From folder (field DOSORG)

Use this field to define the folder from which the record will be copied. The possible syntaxes are described in the Dedicated appendix.
All folders (field TOUDOS)

Use this option to copy the record to all the folders defined in the dictionary (ADOSSIER table of the current solution).
To folder (field DOSDES)

Use this field to define the folder to which the record will be copied. The possible syntaxes are described in the Dedicated appendix.