Reorder plan

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.

When checked, this box is used to process, on the reorder plan, the requests of the following type: "Replenishable locations".

When checked, this box is used to process, on the reorder plan, the requests of the following type: "Consumption areas".

When checked, this box is used to process, on the reorder plan, the requests of the following type: "Shortages on location".

Parameter used to define, for this transaction, if the put-away list field must be:

• Hidden: the field does not appear in the grid. the put-away list button is inactive.
• Displayed: the field is displayed but cannot be entered.
• Entered: the field is displayed and can be 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 transaction, whether the field must be:

• Hidden
  The field does not appear in the grid.
• Displayed
  The field is displayed but cannot be 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 transaction, whether the field must be:

• Hidden
  The field does not appear in the grid.
• Displayed
  The field is displayed but cannot be 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 transaction, if the BP field must be :

• Hidden: the field does not appear in the grid.
• Displayed: the field is displayed but cannot be entered.

This parameter can be accessed only if the entry transaction involves replenishments of the following type: "Replenishable locations". When it involves other replenishment types, the field is "Hidden". 

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 transaction, if the stock unit of measure field must be:

• Hidden: the field does not appear in the grid.
• Displayed: the field is displayed but cannot be entered.

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 transaction, if the field Quantity STK to be put-away or to be processed must be:

• Hidden: the field does not appear in the grid.
• Displayed: the field is displayed but cannot be 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 transaction, whether the field must be:

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

This parameter can be accessed only if the entry transaction involves replenishments of the following type: "Consumption areas". 

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 transaction, whether the field must be:

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

This parameter can be accessed only if the entry transaction involves replenishments of the following type: "Consumption areas". 

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 transaction, whether field Quantity STK 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.

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 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.

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 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.

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 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.

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 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.

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 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.

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

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

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.

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 transaction, whether the field must be:

• Hidden
  The field does not appear in the grid.
• Displayed
  The field is displayed but cannot be 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 transaction, whether the 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.

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 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.

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.

The movement code is used to define specific stock issue rules for some transactions. For instance, a stock issue with status "Q" may be authorized for a dedicated transaction assigned to advanced users. 

This is only possible for the product categories authorizing this type of issue rules and having 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.

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