INVM General Parameters

The following control maintenance records belong to the INVM (Inventory Management) category.

B2B Inventory Control Maintenance

Set global parameters for the system to use to control the amount of actual inventory to show when B2B trading partners perform an inquiry. For each product rank, select a basis and enter a multiplier for calculating the amount of actual inventory to show.

Options	Available - Calculates based on all inventory currently available. Order Point - Calculates based on the minimum amount of the item you want to have on the shelf. Line Point - Calculates based on the maximum amount of the item you want to have on the shelf.
Outcome of setting this control record	Controls the amount of inventory that displays as available to your B2B trading partners. This helps to ensure that you B2B customers do not drain your inventory levels.
Default Value(s)	None
Example(s)	Products in Rank #1 equal 50 percent of your most demanded products. The A-ranked products in Rank #1 are based on the number of times the product was sold (hits). You only want 20 percent of your A-ranked products' order point (the minimum amount of inventory you want to have on your shelves) to display to your B2B customers. Enter the following settings: Rank = 1 Basis = Order Point Multiplier = .20 Anyone inquiring about an A-ranked product would only see 20 percent of your order point inventory as the available quantity. So, while you might have 100 of the product in inventory, the inquiry only shows 20
Action if set to Null	Displays all available inventory to your B2B customers.
Additional Information	You can override these settings for a customer using the Orders > Remote Order Entry Parameters > Edit > B2B Inventory Control option in Customer Maintenance.

Buy Line Maintenance Authorization Levels

Use this record to restrict editing access for each field on the Buy Line Maintenance window. The levels assigned in this record are used with the level assigned in a user's BUYLINE.MAINT.LEVEL authorization key to determine which fields the user can access for editing purposes.

Options	For each item listed in the Field Description column, assign a security level, 0-99, in the Auth Level Req'd column.
Outcome of setting this control record	If the BUYLINE.MAINT.LEVEL authorization key is assigned, the user needs an authorization level greater than or equal to the security level of the field to use for editing purposes. For example, a user assigned an authorization level of 50 can edit a field assigned a security level of 50 or less but cannot edit a field assigned a security level greater than 50. If the BUYLINE.MAINT.LEVEL authorization key is not assigned to a user, the settings in this control maintenance record do not apply to that user. The user can access any field for editing purposes.
Default Value(s)	0 for all fields
Action if set to Null	Same as if set to 0.
Additional Information	For more information, see Limiting Access to Buy Line Maintenance in the Purchasing documentation.

Customer/Vendor Display Option For Future And History Ledger

Indicate which customer name the system displays on the Future History Ledger and Inventory History Ledger windows.

Cross Dock Settings

When receiving the products in the warehouse, you can set the system to designate the items should go to a cross-dock location instead of the usual stock location.

An order falling within the parameters of the Control Record setting is considered a “hot” order and needs fulfillment soon (within the number of days parameter). The system assigns products coming in a shipment that can fulfill that order to stock the Cross Dock location.

Disable Credit Check For Non-Stocks On Suggested P/O

By default, the system performs a credit check on a customer, when that customer has a non-stock item added to a suggested purchase order that is being converted. You can turn this credit check off, if needed.

Options	Yes - Turns off the credit check for customer's ordering non-stock items. No - Leaves the credit check for customer's purchasing non-stock items enabled.
Outcome of setting this control record	If a customer who is on credit hold orders a non-stock item, the system displays an error on the Suggested P/O Report by the item alerting the purchasing agent if this record is set to No and the customer does not meet credit requirements. Setting this to No can help keep your warehouse free of non-stock items ordered that may not get paid for.
Default Value(s)	No
Example(s)	For example, if you have a customer that regularly orders non-stock items, you can disable this check to make the ordering process faster.
Action if set to Null	Same as if set to No.
Additional Information	None

Display Availability In Inventory Inquiry Product Index

Indicate whether the system displays availability along with the product description in the Product Primary Index when searching for a product in Inventory Inquiry.

Options	Yes - Displays the product description and availability. This is the default. No - Displays only the product description.
Outcome of setting this control record	Determines if the availability shows with the product description in Inventory Inquiry.
Default Value(s)	Yes
Action if set to Null	Same as if set to Yes.
Additional Information	The user's home branch determines the availability.

Include All Location Types In Product Sales History

Indicate whether to include all product location types when displaying Sales Dollars and Sales Quantities in the Product Sales History window.

Options	Yes - Includes all product location types. No - Includes only sales with the location type of Stock, Tagged, and Except. Display, Review, Defective, Direct and Overship are excluded.
Outcome of setting this control record	Determines which locations are included when viewing sales dollars and sales quantities.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	Set this control maintenance record to Yes if you are comparing the Inventory History Ledger and Product Sales History.

License Items Fields

You now have the ability to designate products as licensed and determine the type of information that is gathered for the licensed product at the time of sale. Use this control record to defines the fields that can be used to input product license information. These fields are used when configuring a licensed product in Product Maintenance. Depending on a specific product license needs, you may not need to utilize all of these fields for every product.

Code - The Code field can be used any way that you need. The Code field is a maximum of 4 characters.

Name - The Names that you enter here are available on the Field Name on the License Fields Requested in SOE box in Product Maintenance window. Use any name you feel describes appropriate information needed for a license product.

Maximum Days Supply

For each branch, enter the system-level maximum number of days supply of a product that can be stocked in the warehouse through adjustments, purchase order entry, sales order entry, or transfer order entry.

Options	Any number from 0 to 99999.
Outcome of setting this control record	You can also designate a maximum days supply at the product, branch, and buy line level. If a maximum is not set at the product, branch, or buy line level, the system uses the value entered in this control maintenance record. The value entered in this record also displays in the Max Days column of the Global Hits Definitioncontrol maintenance record. If you edit the field on that window, the system copies the edit to this record.
Default Value(s)	Blank
Example(s)	For example, you set the system default for maximum days' supply to be 456. Product A has a daily demand of 0.03 and a PIL of 12. The system calculates that the maximum days' supply is 400. This product is not in violation of the maximum days' supply limit. A purchasing agent attempts to meet a vendor target by manually adding 3 more of Product A to a purchase order. Product A's PIL increases to 15 and its maximum days' supply to 500. The system warns the purchasing agent that including this product on the purchase order in this quantity violates the maximum days' supply limit.
Action if set to Null	System uses the projected maximum days supply which is calculated as: Projected Inventory Level (PIL) / Demand Per Day
Additional Information	A warning message displays if the days supply number is exceeded. Users assigned the corresponding PIL override authorization key, (AOE.PIL.DAYS.OVRD, POE.PIL.DAYS.OVRD, SOE.PIL.DAYS.OVRD or TOE.PIL.DAYS.OVRD) can override the warning. Otherwise, the system prompts users to enter a password. The maximum days supply checking logic does not apply to MiscChrg or Comment product types. When a user adds an item to an order, the system checks the projected inventory level (PIL) at that point in time. When a user removes an item or deletes an order, the system compares the PIL at the time of the removal or deletion to the stored PIL. If the removal or deletion does not make the PIL higher then it was at the time of the addition, the system does not display a Maximum Days Supply warning.

Reprocure Backordered Tagged Transfer Quantities

Indicate whether the system sets up the remaining quantity for reprocurement when a tagged quantity on a transfer is changed to a lower amount or if the order is canceled.

Options	Yes - Reprocures. This is the default. No - Does not reprocure.
Outcome of setting this control record	If set to Yes, if the user cancels a tagged quantity, the system keeps the order status the same as it was initially and sets the product status to Stock. If the user lowers a tagged quantity, the system keeps the order status the same as it was initially and sets the product status on the backordered items to Procure. The product status of quantities that are still tagged stays as Tagged. If set to No, if the user cancels or lowers a tagged quantity, the system keeps the order status the same as what it was initially and sets the product status on the backordered or canceled items to Stock. The items are not available for reprocurement.
Default Value(s)	Yes
Action if set to Null	Same as if set to Yes.
Additional Information	None

Set Br/Tr "Suggest On All" Flag To "N" For Lines In Super Buy Line

Complete this record if your company has multiple branches and uses super buy lines.

Indicate whether the system sets the Suggest On All flags on the Buy Line Maintenance window to No for the branches and territories to which the super buy line applies, when a user adds a buy line to a super buy line.

Options	Yes - Sets the Suggest On All field to No for all buy line branches and territories to which the super buy line applies. Prevents users from changing these Suggest On All settings. No - Sets the Suggest On All field to No for all buy line territories and to blank for all buy line branches, regardless of which ones are associated with the super buy line.
Outcome of setting this control record	Setting to Yes prevents users from changing the Suggest On All settings for the buy lines that are part of the super buy line in Buy Line Maintenance.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Do Not Show Super Buylines Containing The Analized Buyline In SuggPO

Run Suggest P/O Report for multiple super buylines that contain same baby buy lines.

Options	Yes - Super buy line record is replaced with another one that contains same baby buy lines, on Suggested PO Queue. No - Super buy line records don’t replace each other.
Outcome of setting this control record	Setting to Yes Super buy line record is replaced with another one that contains same baby buy lines, on Suggested PO Queue.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

INVM General Parameters Control Maintenance Records