Static Control F/M (ICF980)

This program contains a number of settings that affect how the IC module operates. A System Administrator or Local FACTS Affiliate usually sets up the IC Static Control F/M set up during installation. It is rarely used afterward.

Ü Infor strongly recommends that you password-protect this program. Changes should only be made extreme caution and under the supervision of your Affiliate.

For more information how to use maintenances, refer to the following topics:

How to use file maintenance programs

To access this program, choose Inventory Control-->File Maintenances --> Infrequent File Maintenances -->Static Control F/M.

Use the following fields to maintain settings in the IC static control record.

The following settings are located in IC Static Control F/M:

Main screen

1. Use Serial/Lots

Indicate whether or not serial/lot inventory is used. Press Enter (CR) to default to N. If you enter N, all serial/lot fields are disabled throughout the system.

2. Use Ledgercards

Indicate whether to use item ledgercards (i.e., store ledgercards for items selected in the item file). Press Enter (CR) to default to N.

3. Use Quick Entry

Indicate whether to allow quick entry of cost, price and warehouse information in the Item F/M. The quick entry information is only used when creating a new item. The quick item entry feature allows you to maintain the quick item information from other inventory programs. Press Enter (CR) to default to Y.

4. Use Job Cost

Indicate whether to use job cost (i.e., post to the job cost module). Press Enter (CR) to default to N.

5.  Allow Over-Commitment

Indicate whether the system allows over-commitment, i.e., whether system allows the committed quantity of an item to be greater than the available (available = on hand - committed). Press Enter (CR) to default to N.

6. Allow Negative On-Hand

Indicate whether the system allows negative on-hand amounts for warehouse quantities. Press Enter (CR) to default to Y.

7. Allow Fractional Conversion

Indicate whether to allow fractional conversion. Press Enter (CR) to default to N. CAUTION: Using fractional conversion factors will result in a gradual ‘creep’ in your warehouse quantities. To minimize inventory creep, set the quantity masks for each unit of measure to the level of precision you require for each item using fractional conversion factors. If you do not use fractional conversion factors, set this flag to N.

8. Default Safety Allowance

Enter the default safety allowance % to be used (0-99). Press Enter (CR) to default to 50.

9. Default Restock Method

Enter whether the default restocking method to be used throughout inventory is O-order point/line point or M-minimum/maximum. Press Enter (CR) to default to O.

10. Default Order Quantity Method

Enter whether the default order quantity method to be used throughout inventory is EOQ (economic order quantity), movement Class or Manual order quantity. Press Enter (CR) to default to E.

11. Item Length for All Forms

Enter the length of the item to print on all forms (4-20). Enter the length of the maximum item number set up in inventory. If the maximum length of any item in inventory is 10, enter 10. The item description length on forms is forty less this number. Press Enter (CR) to default to 20.

12. Movement Class Cutoff

Enter the maximum movement class cutoff for flagging high sales at the end of month process (6-14). Press Enter (CR) to default to 14.

13. Quantity Mask

This field allows the user to format quantities throughout the system. Eleven characters are used and a minus must precede the mask. Options include: #########0, -########.0, -#######.00, -######.000 and -#####.0000. Press Enter (CR) to default to -#########0.

Costing and Pricing screen

1. Costing Method

Enter whether Manual, Last, Average, FIFO, or LIFO costing is to be used. The flag entered becomes the standard cost of the system and is used to calculate gross margin. Regardless of how the flag is set, the system automatically maintains last and average cost by warehouse and may store LIFO/FIFO layers by warehouse (see next field).

NOTE: Manual cost is stored by item, not by warehouse. Press Enter (CR) to default to M.

2. LIFO/FIFO Layers

Regardless of the costing method set in the Costing Method field, enter whether to store LIFO, FIFO or No cost layers. These layers are maintained by the system and are available for display through the LIFO/FIFO F/M and the Cost Layer Print.

3. Costing Security Code

Enter the security code required for a user in order to display costs on selected programs (0-9). See SM Password & Security Code F/M for more information on security codes.

4. Ser/Lot Cost

You now have the ability to cost serial and lot items by the system cost (costing method for the module). The feature provides for GAAP compliance. Select from A-Averaged Actual or S-System Cost. The default setting for each Static Control F/M is A-Averaged Actual. The net result of selecting S-System Cost is that serial/lot items will be costed like non-serial/lot items.

5. Cost Mask

This field allows the user to format costs throughout the system. Nine characters are used including a decimal. Options include ######.00/#####.000 and ####.0000. Press Enter (CR) to default to ######.00.

6. Number Of Price Levels

Enter the number of price levels to use (1-6) in addition to the standard price. Entering zero indicates you are using standard pricing only (no levels). Press Enter (CR) to default to 0.

7. Req. Descend Level Prices

Indicate whether to require descending level prices in level pricing (not required for contract level pricing). N allows ascending or descending level prices in standard pricing. Press Enter (CR) to default to Y.

8. Number Of Quantity Breaks Levels

Enter the number of quantity break levels to use (1-6). Entering zero indicates no levels. Press Enter (CR) to default to 0.

9. Use Commission % Levels

If price levels are not used, this field must be set to N. If price levels are used, enter N or Y to indicate whether commission is based on each price level. Y indicates that the system will store commission percentages based on price or quantity break levels. Commission levels allow a commission % to be assigned by level. For example, if an item is sold at a level one price, the salesperson receives 5% (of gross sales or margin). If the same item is sold at a level two price, the salesperson receives 4.5%, etc. Press Enter (CR) to default to N.

10. Price Mask

This field allows the user to format prices throughout the system. Nine characters are used including a decimal. Options include ######.00/#####.000 and ####.0000. Press Enter (CR) to default to ######.00.

11. Price Descriptions

Enter the standard price description string (9 characters) and the price level description string (9 characters each) for up to the number of price levels used side by side. These descriptions are displayed in inquiries and print on reports. An example of price descriptions is list, wholesale, dealer, etc. The default descriptions are Standard, Level 1, Level 2, Level 3, Level 4, Level 5 and Level 6.

Physical Inventory screen

1.  Physical Inventory Order

Enter whether to perform a physical inventory in Item, Alpha, Vendor, Class, Location or Movement class order. Press Enter (CR) to default to I. Physical inventory flags may be changed between physicals, however, not during a physical. When you select Location as the Physical Inventory Order, the system enables the Items Included prompt (below).

2. Items Included

Indicate whether to include items in the primary location only or all locations present for a warehouse/item record. The system uses this parameter in the beginning and ending range for the physical inventory order in printing count sheets and physical inventory programs.

When you select Location as the Physical Inventory Order and the Items Included is set to Primary, items are included in physical inventory processing based on the location range you enter in the Print Count Sheets program. This setting determines whether the location range searches for items in primary locations only (including alternate bin locations set up in the warehouse/item record) or all locations present for a warehouse/item record.

In the Print Count Sheets (ICR510) program, when an item is contained in any bin location in the range of the locations selected, the system includes all locations for the item (whether it is in the range or not) to ensure that the physical count sheet is accurate.

3. Physical Count Quantity

Enter whether to count and enter Available or On hand quantities during a physical (available = on hand - committed). Press Enter (CR) to default to A.

4. Count Physical Exceptions Only

Indicate whether to enter items with exceptions only in the Enter Counts program. For example, if 5 is captured and 5 is counted, if Y is entered, the 5 does not need to be entered and the system leaves 5 as the on hand/available quantity. If N is entered for the same example, the 5 must be entered or the system sets the on hand/available to 0.

Transfers screen

1. Transfer Form Depth

Enter the depth (number of lines) of the warehouse transfer ticket form at 6 lines per inch (29-66), usually 42 (7-inch form and prints 16 line-items per ticket, 51 (8 1/2-inch form and prints 26 line-items per ticket), or 66 (11-inch form and prints 40 line-items per ticket). Press Enter (CR) to default to 66. If printing both descriptions, the number of line-items above is cut in half.

2. Use Preprinted Form

Indicate whether to use a preprinted transfer ticket form. Press Enter (CR) to default to N.

3. Print Item Description

Enter whether to print item description 1, 2 or Both (set in the Item F/M) for each item on the transfer ticket. Press Enter (CR) to default to 1.

4. Quantity

Indicate whether you want to print the requested or committed quantity on transfer ticket. Press F4-Backup, R--Requested Quantity or --C Committed Quantity

5. Notes Length

Indicate whether you want to print header and line notes in 30 characters or to end of line (A/B), Press F4-Backup, A 30--Long, or B--End of Line

6. Sort by Location

Indicate whether to sort and print line-items on transfer tickets by location. Press Enter (CR) to default to N.

7. Print Alt Locations

Indicate if alternate locations are to print on the transfer tickets.

8. Lead Time Basis

Enter one of the following values to indicate how lead time for receipts is to be calculated for warehouse transfers: based on the Entry of the transfer in the IC Transfer Entry program or based on the date that the transfer was Shipped. Press Enter (CR) to default to E.

9. Alt Locs on Fill Report

Print alternate locations on Transfer Fill Report Press F4-Backup , Y--yes or N--No.

Receipt Confirmation Update Section

10. Update in Receipt Confirmation

Indicate whether you want to allow receipt update in Receipt Confirmation? Press F4-Backup, Y-yes or N-no.

11. Update Security Code

Enter the security code to access the update feature in receipt confirmation. Press to F4-Backup or enter values: 0-9, A-Z, or a-z. This prompt will be disabled if Update in Receipt Confirmation is "N"

12. Password Override

Enter password for override of update security, Press F3-None or F4-Backup or enter any alphanumeric password. This prompt will be disabled if Update in Receipt Confirmation is "N".