SOE Product Parameters

The following control maintenance records belong to the SOE (Sales Order Entry) category and apply to product parameters.

Auto Show Availability When Product Is Unavail

For each branch, select when the system displays the Product Availability window during sales order entry. More:

Options	Never - If the on-hand quantity of a product is unavailable to meet the order quantity, the system does not check to see if the product is available at other branches of the company. Unavail - If the on-hand quantity of the product is unavailable to meet the order quantity, the system checks to see which branches are accessible to the user, and then checks those accessible branches for the entered product. If the product is available at any of the user’s accessible branches, the system displays the Product Availability window and lists the branch number and available quantity at that branch. Always - Every time a line item is entered on an order, the system checks to see which branches are accessible to the user, and then checks those accessible branches for the entered product. If the product is available at any of the user’s accessible branches, the system displays the Product Availability window and lists the branch number and available quantity at that branch.
Outcome of setting this control record	Determines if a pop-up window displays in order entry telling the user at which branches the product entered or selected on the order is available. If set to Unavil or Always, if the quantity of an existing line item on the order is increased, the system runs through the available again and displays the Product Availability window according to the setting in this control maintenance record.
Default Value(s)	Blank
Action if set to Null	Same as if set to Unavail.
Additional Information	None.

Branches To Display In OE Product Availability Window

For each branch, indicate for which branches the system displays availability in the Product Availability window in order entry for a user. More:

Options	Accessible - Displays availability for the user's authorized branches from which the user can ship products. Inv Inq Territory - Displays availability for the branches for which the user has inventory inquiry access.
Outcome of setting this control record	Determines which branches display in the Product Availability window during order entry. The window displays in order entry depending on the settings in the Auto Show Availability When Product Is Unavail control maintenance record. Use this record to set how the system determines which branches to display to the order writer.
Default Value(s)	Accessible
Dependencies	If you set this control maintenance record to Accessible, you must also define which branches display in the Additional Brs To Show Availability On Product Primary Index control maintenance record.
Action if set to Null	Same as if set to Accessible.
Additional Information	For information about assigning accessible branches and territories to a user, see Assigning Branches to Users and Defining Authorized Territories for Users.

Check Other Dynamic Kits For Needed Parts

For each branch, indicate whether the system considers other dynamic kits as a source from which to acquire kit components. More:

Options	Yes - Considers the components of other dynamic kits for determining availability. No - Does not consider the components of other dynamic kits for determining availability.
Outcome of setting this control record	When a dynamic kit has been added to a sales order, and the kit is not in stock in its whole form, the system determines the availability of the kit by checking the stock of its individual components. In some cases, the needed components may be available only as components of other dynamic kits. Whether the system can use these components depends on how this record is set.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	A dynamic kit is a group of products that is sold together as one product, such as a sink that includes the sink and all the plumbing. For more information about how dynamic kits differ from a regular kit, see Standard Kits Versus Dynamic Kits. For information about dynamic kits in order entry, see Selling Dynamic Kits.

Commit Qty From Display Location

For each branch, indicate whether users can commit products from a display location to a sales order. More:

Options	Yes - If there is not enough product in a stock location, but there is enough product in a display location to fill the order, the system prompts the user to commit the items from the display location to the order. Whether the system displays the prompt to commit items depends on the level assigned to the user with the SOE.SCHEDULE authorization key. No - The system notifies the user that there is product in the display location, but the system does not prompt the user to commit the items to the order.
Outcome of setting this control record	If set to Yes, and the user enters Yes at the prompt, the system schedules the items from the display location. If the user enters No, the system backorders the item for normal scheduling. If there is not enough product in a stock location, and there is some but not enough product in a display location to fill the order, the system notifies the user of the number required to fill the order and the number available on display, and then prompts the user to continue. This process backorders the items for normal scheduling.
Default Value(s)	No
Dependencies	SOE.SCHEDULE authorization key
Action if set to Null	Same as if set to No.
Additional Information	Regardless of how this record is set, display items sold are excluded from the demand calculation.

Ignore User Br Auth When Merging Products

Allows users to merge product data and records regardless of their authorized branches in User Maintenance.

Minimum Days From Today For Open P/O To Show As Available

Enter the minimum number of days from the current day before the products on an open purchase order display in Sales Order Entry as available. More:

Options	Any number of days between 0 and 99999.
Outcome of setting this control record	This record is the minimum number of days from the current date that an open purchase order ever shows in the availability of a product.
Default Value(s)	Blank
Example(s)	If this record is set to 2 days, and the purchase order has an expected receiving date of today, the availability for the product actually shows 2 days from today. If the purchase order has an expected date is less than today (expected last week) the availability still shows an availability of 2 days from today.
Action if set to Null	3 days
Additional Information	None

Number Of Digits Of Accuracy For Product Weight

Enter the number of decimal places of accuracy to display for the weight of a product in the LBS field on the Product Maintenance window.

Options	Any number of decimal places from to 0 to 9.
Outcome of setting this control record	Use this record to eliminate rounding errors. The number in this control maintenance record works with the Quantity field in the Product Maintenance window, which represents the smallest unit of measure for the product.
Default Value(s)	4
Example(s)	If this record is set to 9 and the smallest quantity is 1, you are allowed nine digits of accuracy. If it is 2-9, you are allowed eight digits of accuracy. If this record is set to 6 and the smallest quantity is 1, you are allowed six digits of accuracy. If it is 2-9, you are allowed five digits of accuracy.
Action if set to Null	Same as if set to 4.
Additional Information	None

Only Check PIL At Local Level

Indicate whether the system checks the projected inventory level (PIL) only at the local level, rather than the network level. More:

Options	Yes - Checks PIL only at the local level. No - Checks PIL at the network level.
Outcome of setting this control record	Determines if the system checks the projected inventory level when entering products on an order at the branch level or for your entire network of branches and territories.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	The projected inventory is the quantity of a product used for predicting purchasing needs. For more information about how the system calculates the PIL, see Replenishing Child Branches.

Order To Inventory Factor For SOE

Use this record to enter a percentage of the quantity of each product to maintain on hand. More:

Options	Any percentage between 0 and 100.
Outcome of setting this control record	If a user enters an order quantity for a product that represents a percentage of inventory that is greater than the percentage specified at the product level or in this record, the system warns the order writer with a message in order entry and allows the user to continue or delete the item from the order. If the Message Buyer On Inventory Factor Override In SOE control maintenance record is set to Yes, and the inventory factor specified in this record is exceeded, and the order taker continues with the order, the system sends a tracker to the buyer assigned to the buy line for the product. The tracker contains the following comment: User x has overridden the Inventory Factor for Product Number y on sales order z.
Default Value(s)	0.00
Example(s)	If this record is set to 50, and there are 100 of a particular item in inventory, and a customer orders 51 of the item, the warning message displays.
Dependencies	To message the buyer about an override, set the Message Buyer On Inventory Factor Override In SOE control maintenance record.
Action if set to Null	Same as if set to No.
Additional Information	You can override the setting in this control maintenance record for an individual product using the Order to Inventory Factor For SOE field in the Product Miscellaneous Information window in Product Maintenance. The factor assigned to a product overrides the factor in this control maintenance record.

Product Location Default

For each branch, specify the default product location and location status to assign to a new nonstock item created through order entry. More:

Options	Any product location up to 10 character long followed by a comma (with no spaces) and a P for Primary or an S for Secondary that indicates the default status. You can only use P or S for the default status.
Outcome of setting this control record	When a user creates a nonstock product from order entry, the system uses the product location and status for the shipping branch on the order as entered here. The nonstock product must be created from the order entry window for this control maintenance record to assign the default product location and location status.
Default Value(s)	Blank
Example(s)	Enter Aisle11,P where Aisle11 indicates the product's location in your warehouse, and P is the default location status.
Action if set to Null	No default location or status is assigned to the nonstock product when it is created in order entry. However, you can assign a location to the product in Product Maintenance manually.
Additional Information	The default location status must be P for Primary or S for Secondary, and it must be assigned along with the default location. Otherwise, the location does not display in the Product Location Maintenance window. For information about nonstocks during order entry, see Creating a Nonstock Product From Order Entry.

Product Image Viewer Properties

Indicate if you want to display the Product Image field in Product Maintenance and Inventory Inquiry. More:

New in Release 8.7.8

Options	Show Product Image Viewer - If set to Yes, displays the attached product image when the image pane is available, such as in Product Maintenance. See examples below. Display Thumbnail Image For Small Image Panes - If set to Yes, displays the product image even on small panes, such as Inventory Inquiry.
Outcome of setting this control record	Users can see the image attached to the product file. Double clicking the image displays it in a browser for better viewing.
Default Value(s)	No.
Example(s)
Example(s)
Action if set to Null	Same as if set to no.
Additional Information	Users are not required to have Web Order Entry access to use this functionality.

Require Product Catalog In Sales Order Entry

For each branch, indicate whether the system prompts for a product catalog when you display the sales order entry Header tab. The product catalog indicates where information about the products on the order can be found. More:

Options	Yes - Prompts for a product catalog selection when the user clicks the Header tab. No - Displays the Header tab without prompting for a product catalog.
Outcome of setting this control record	If set to Yes, the system prompts the user to select the catalog in which the product can be found. The valid products are defined in the Valid Product Catalogs control maintenance record. If set to No, a user can still enter the catalog information in the Product Catalog field in the Additional Header Information window by selecting Edit > Additional Information in the sales order entry Header tab.
Default Value(s)	No
Dependencies	Valid Product Catalogs control maintenance record. If records are not defined in this record, the user can type the catalog name in the Product Catalog field.
Action if set to Null	Same as if set to No.
Additional Information	Set this record to Yes at a branch if the majority of the product you sell from that branch is not stocked in your warehouse.

Skip Ret Goods Verif For Prod Types

Select the product types, such as Misc Charge, for which the Return Goods Verification window should not display when a negative quantity is entered on a sales order. When left blank, the screen displays for all product types.

Valid Reason For Return Codes

Options	Any number of codes up to 20 characters long each.
Outcome of setting this control record	Users can assign these codes to returned products in the Reason Code field on the Return Goods Verification window when entering a return on a sales order.
Default Value(s)	Blank
Action if set to Null	Users have to manually enter reason codes in the Reason Code field. This can lead to inconsistencies, especially when reporting on returned goods.
Additional Information	To require a reason for return code to be entered in the Reason field on the Return Goods Verification screen when entering a return on a sales order, set the Require Reason For Return Code control maintenance record to Yes. For more information about entering returns, see Returning Products from Sales Order Entry.

SOE Product Parameters Control Maintenance Records