PRODUCT ID SETUP FORMULA:    

This field allows you to set up a formula for determining each new Product ID automatically as they are entered.

NUMBER OF DAYS TO CALCULATE USAGE?   

The number of days of counts and releases used to calculate usage from the Product History Audit Trail. (Defaults to 365).

DEFAULT RFQ RESPOND BY LEAD TIME:  

Sets the default number of days for the Vendor to respond by when entering a new RFQ.

CREATE SPEC WHEN CREATING PRODUCTS?  

Enables the prompt for entering specs as a user adds a new Product ID.

AUTO ASSIGN DEFAULT PACKAGE QUANTITY? 

Enables automatically assigning the default package quantity based on the product’s unit of measure. For example, a product with a unit of measure of M would have a package quantity of 1,000 automatically entered.

AUTO-POPULATE RFQS FROM FAVORITES?   

Enables automatically entering a RFQ for each Vendor listed as a Favorite in the Product Type Master set up.

DEFAULT BUY/SELL UNIT OF MEASURE  

Allows you to set a default U/M for new products. An example might be M if most of your products are bought and sold by the thousand.

DEFAULT PACKAGE UNIT OF MEASURE

Sets the default Package U/M field for new products.

NOTE: This is different from the Auto Assign Default Package Quantity. 

UPDATE INVENTORY WHEN?

Shipped:  When a Sales Order moves to Shipped status, inventory is relieved.

Invoiced: When a Sales Order is invoiced, inventory is relieved. 

NOTE: Please refer to the topic When Is Inventory Updated? for more. 

S/O POSTING OPTIONS

Update Committed Quantity when Packed?

Update Last Vendor Job ID From Releases?

Update Numbering From Sales Orders?

Update Unit Cost From Sales Orders?

Use Product Type Freight Revenue Account?

ENABLE PERIOD USAGE SUMMARY?

Check this box to enable Period Locking for forms management.

If left unchecked, all F/M Reports are date driven; that is their results are determined by totalling transactions within a range of dates. This can create confusion because, like other reports, the results may change at any point based on newer transactions.

If you check this box, however, you can lock the inventory results for all of a customer’s Products, just as you can lock Financial Periods in the General Ledger. This guarantees that the results of F/M reports will remain the same after a period is locked, even if subsequent transactions are entered.

IMPORT FILE TO PRODUCTS?    

Allows you to import a product file from an outside source. The records will be added to your existing products.

IMPORT PRODUCTS FILE NAME    

Enter the path and file name of the file to be imported.

IMPORT FILE VENDOR ID    

Enter the Vendor ID for the products to be imported.

IMPORT PRODUCT FILE PRODUCT TYPE ID 

Enter a default Product ID for the products to be imported.