Miscellaneous Issues

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.

The Transaction group is a statistical information that will be recorded in the stock journal upon saving the miscellaneous issue 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.

This setup is used to define whether 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.

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

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

• Hidden:
  The field is not displayed on the entry screen.
• Displayed:
  The field is displayed empty and cannot be entered.
• Entered:
  The version number can be entered.

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 on the entry screen.
• Displayed:
  The field is displayed empty and cannot be entered.
• Entered:
  The version number can be 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
  
• Displayed
  The values are displayed and cannot be modified.
• Entered
  The license plate number can be entered or modified if determined automatically.

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

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

This information (in miscellaneous table no.14) is used to define specific stock receipt and issue rules for certain transactions. For instance, for a transaction dedicated and assigned to expert users, you can enable stock receipt of status A goods, while for other users, you can enable stock receipt of status Q goods. This is only possible for product categories which authorize this type of receipt rules and which are associated to such a movement code (see Product category).

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.

Select this check box to specify that the stock to issue for this transaction should be automatically determined. The automatically determined stock information is the product, the unit, and the quantity.

If this check box is not selected, the stock must be manually chosen.

Automatic determination is based on:

• the filters entered at product category level, especially the issue flow management rules for the relevant movement type/code.
• the allocation rule dedicated to the relevant movement,
• the stock information entered on the line.

The automatic determination rules applied to stock to issue are the following:

• If the product is managed by Receipt/Issue serial number, the serial numbers are necessary and sufficient. Other entered information is not used.
• If the product is managed by lot or lot/sublot, the lot number or lot/sublot numbers are necessary. The following information is used if it has been entered:
• The license plate number (in priority) or the location
• The status, the identifiers 1 and 2
• For the other products, at least one of these three pieces of information is needed.
• The license plate number (in priority) or the location
• Identifier 1
• Identifier 2

The following information is used if it has been entered:

• The license plate number (in priority) or the location
• The status, the identifiers 1 and 2

If the product is not managed by location on the site, and identifiers 1 and 2 are not specified, then only one stock line corresponds to the information entered.

When the entry transaction only concerns 'Pick location’ replenishments, this check box cannot be accessed.

Warehouse specificity: if the program cannot find lines on the warehouse, it searches for the warehouses mentioned in the product-site record and loads eligible stock lines.

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.