Use these fields to set up companion items.
1. Item
Specify item for which you want to associate IC companion items.
When adding an item an Alert icon is displayed above the Item prompt to indicate if the Item F/M (ICF910) Active check box is not checked, the item is already a companion item, or if the Item Type setting is ‘not stocked”. Click the icon for details.
2. UM
Specify the item’s unit of measure. The system displays the item’s default unit of measure.
3. Active
Indicate whether this IC parent companion item is active. If you uncheck this box, this parent companion item is inactive, and the date the item was disabled is displayed. The IC companion item is not available for import in the IC Companion Item Selection (ICE151) dialog box unless the Active check box is selected.
Optionally click Companion Usage Display to view usage for parent companion items. In the grid, optionally click Companion Line Usage Display for companion line items.
Indicate what to display:
Click OK to display the Companion Items File Overview screen with the item usage. To print this overview, check the Print Usage Info box and specify a print option. Click OK.
In the grid in the lower portion of the screen, the system displays any companion items previously associated with this item. Click:
Edit to make changes for the highlighted companion item
Add to add a companion item
Insert a line item above the highlighted companion item in the browser
Delete the highlighted companion item
When you edit, add, or insert a companion item, the system displays these fields:
3. IC Companion Item
Specify the item number for the item you want to associate as a companion.
4. Quantity
Specify the quantity of this item to associate.
5. UM
Specify the UM for the item you are associating as a companion.
6. Effective Date
The date the companion line item is available for import to orders
7. Expires Date
The date the companion line item is no longer available for import
8. Persistent
Indicate whether this parent companion and associated companion line items should remain in the system. In System Clean Up F/M (SMF993), you delete parent companion items that are inactive for a specified number of months. If you check the Persistent check box, the IC parent companion item cannot be removed System Clean Up F/M.
9. Note/Memo
Specify any note or memo text to associate with the IC companion item when it is added to an order.
10. Memo Line
In the Memo Line section indicate whether to print the text you entered in the Note/Memo field as a memo line when this companion item is added to an order by selecting the Print check box and indicate whether to export the memo line when the companion item is added to an order by selecting the Export check box.
In the AutoAdd section, indicate the type companion item functionality used by the individual Transfer Entry programs: Transfer Entry, Receipt Confirmation Entry, Shipment Confirmation Entry, and Buyers Control Center.
8.-12. Transfer Entry, Shipment Confirmation Entry, Receipt Confirmation Entry or BCC Entry
For each of the programs listed you can select:
A - Always Add (i.e. the system will add it to the document automatically with no intervention by the user) .
Y - Default to Y (i.e. the user may choose to add it to the document or not but it will be defaulted to Yes to automatically add it to the given document type).
N - Default to N (i.e. the user may choose to add it to the document or not but it will be defaulted to No to not automatically add it to the given document type).
X - Not Applicable (i.e. is not offered at all)--the system does not display the PO Companion Items Selection dialog box during line-item entry.
17. Click OK to save the IC companion item.
18. When the system returns you to main TR Companion Item Entry screen,save your changes.