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InventoryManagement

Reference Manual

FASPAC 4.1FPD/202

InventoryManagement

Reference Manual

FASPAC 4.1

FPD/202

Faspac Systems, Inc.7590 Fay Avenue, Suite 301La Jolla, CA 92037

Confidential and ProprietaryCopyright 2000, 2001 Faspac Systems, Inc.All Rights Reserved

This document is the trade secret property of Faspac Systems, Inc. and is protected bycopyright law and international treaties. Its use by you is strictly governed by a licenseagreement. Unauthorized reproduction or distribution may result in severe civil or criminalpenalties.

Trademarks:FASPAC is a trademark of Faspac Systems, Inc. All other trademarks, registeredtrademarks, names, or product names contained in this publication are the property oftheir respective owners, and Faspac Systems, Inc. neither endorses nor otherwisesponsors any such product or services referred to herein.

Table of Contents

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Item Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Substitute Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Inventory Pricing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Editing and Deleting Item Records . . . . . . . . . . . . . . . . . . . . . . . . 7

Item Short Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Standard Inventory Report Options . . . . . . . . . . . . . . . . . . . . . . 9

Item Maintenance (IM/MAI) . . . . . . . . . . . . . . . . . . . . . . . . . 13

Changing the Unit of Measure. . . . . . . . . . . . . . . . . . . . . . . . . . 30

Branch Warehouse Maintenance (IM/BRM). . . . . . . . . . . . . . . . . 39

Warehouse Inventory Item Maintenance (IM/WIM) . . . . . . . . . . . . 40

Inquiry (IM/INQ). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Delete Inventory Items (IM/DEL) . . . . . . . . . . . . . . . . . . . . . . . 43

Adjustments (IM/ADJ). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Enter Transactions (IM/ADJ/ET) . . . . . . . . . . . . . . . . . . . . . . . . 46

Print Transactions (IM/ADJ/PTA). . . . . . . . . . . . . . . . . . . . . . . . 50

Modes of Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Date Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

History Inquiry (IM/HI) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

History Maintenance (IM/HM) . . . . . . . . . . . . . . . . . . . . . . . . 55

Category File Maintenance (IM/CFM) . . . . . . . . . . . . . . . . . . . . 60

Buy History Maintenance (IM/BHM). . . . . . . . . . . . . . . . . . . . . 63

Inventory Pricing (IM/IMP) . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Customer Price Table Maintenance (IM/IMP/CPT). . . . . . . . . . . . . . . 65

Price Table Maintenance (IM/IMP/PTM) . . . . . . . . . . . . . . . . . . . . 75

Vendor Price Table Maintenance (IM/IMP/VPM) . . . . . . . . . . . . . . . 76

Customer Price Listing (IM/IMP/CPL) . . . . . . . . . . . . . . . . . . . . . 80

Customer Price Table Copy (IM/IMP/CPTC) . . . . . . . . . . . . . . . . . . 83

Inventory Price Listing (IM/IMP/PPL) . . . . . . . . . . . . . . . . . . . . . 86

Vendor Price Listing (IM/IMP/VPL) . . . . . . . . . . . . . . . . . . . . . . 89

List Price Table Codes (IM/IMP/PPT) . . . . . . . . . . . . . . . . . . . . . 92

Change Price Table Codes (IM/IMP/CHP) . . . . . . . . . . . . . . . . . . . 94

FPD/202 IM - 3

Update List Price By Percent (IM/IMP/LPU) . . . . . . . . . . . . . . . . . . 97

Update List Price (IM/IMP/ULP) . . . . . . . . . . . . . . . . . . . . . . . 100

Delete Vendor Price Table (IM/IMP/DVP) . . . . . . . . . . . . . . . . . . 102

Update Items From A Vendor Supplied File (IM/IMP/UPIM) . . . . . . . . 104

File Transfers Using FTP . . . . . . . . . . . . . . . . . . . . . . . . . 106

File Transfers Using Mscream on a PC . . . . . . . . . . . . . . . . . . 107

File Transfers Using Procomm on a PC . . . . . . . . . . . . . . . . . . 108

Quantity Update (IM/QQM) . . . . . . . . . . . . . . . . . . . . . . . . . 112

Cost and Price Update (IM/QPM) . . . . . . . . . . . . . . . . . . . . . . 115

Category Update (IM/QCM) . . . . . . . . . . . . . . . . . . . . . . . . . 119

Batch Cost Change (IM/BCC) . . . . . . . . . . . . . . . . . . . . . . . . 122

Part History Change (IM/PHC) . . . . . . . . . . . . . . . . . . . . . . . 126

Purchase Product Line Maintenance (IM/PPLM) . . . . . . . . . . . . . 130

Inventory Management Miscellaneous (IM/IMM) . . . . . . . . . . . . . 131

Copy Items To New Company (IM/IMM/CPYC) . . . . . . . . . . . . . . . 131

Calculate Average Warehouse Cost (IM/IMM/ACW). . . . . . . . . . . . . 133

Clear ABC Codes (IM/IMM/CLC). . . . . . . . . . . . . . . . . . . . . . . 135

Clear Min/Max Values (IM/IMM/CMM) . . . . . . . . . . . . . . . . . . . 137

Change Part Number I (IM/IMM/CPN) . . . . . . . . . . . . . . . . . . . . 139

Change Part Number II (IM/IMM/CPNA) . . . . . . . . . . . . . . . . . . . 144

Copy Part Number (IM/IMM/CPY) . . . . . . . . . . . . . . . . . . . . . . 148

Delete Inactive Items (IM/IMM/DIA) . . . . . . . . . . . . . . . . . . . . . 152

Lead Time Load (IM/IMM/LTL) . . . . . . . . . . . . . . . . . . . . . . . 155

Dead Stock Identification (IM/IMM/DSI) . . . . . . . . . . . . . . . . . . . 157

Dead Stock Item Listing (IM/IMM/DSL) . . . . . . . . . . . . . . . . . . . 160

Set Minimum Qty By Whse/Category (IM/IMM/IMMQ) . . . . . . . . . . . 162

Merge Part Number (IM/IMM/MRPN) . . . . . . . . . . . . . . . . . . . . 164

Update LIFO Cost (IM/IMM/QIM) . . . . . . . . . . . . . . . . . . . . . . 167

Merge Warehouse Information (IM/IMM/MWH) . . . . . . . . . . . . . . . 169

IM - 4 FPD/202

TABLE OF CONTENTS

Introduction

The Inventory Management module provides programs to create, display, and

maintain item records for nomenclature and free-form items. Item records consist

of two parts, the Item Master record and the Item Warehouse record. An Item

Master record must have an Item Warehouse record for each warehouse in which

it is active. There are 99 Item Warehouse records available for each Item Master

record.

Item Records

When used in FASPAC, the term nomenclature is defined as the set of codes

used to create item numbers. FASPAC contains an existing Nomenclature File,

which includes codes suitable for creating standard fastener items. When you are

creating a nomenclature item, the item number becomes the combination of

codes you use to create the item. The nomenclature codes must be entered in the

following order: diameter, length, description, material, finish, and a slash (/)

followed by specials. Nomenclature Item Records are usually created in ranges

through the Inventory Conversion programs (IC), however, they can be created

individually through Inventory Maintenance (IM/MAI).

Free-form item numbers consist of a slash (/), followed by up to 29 characters

and a description of up to 50 characters. The item number and description are

completely user-defined at the time of creation. Free-form item records can only

be created through the Inventory Maintenance program (IM/MAI). In order to

maintain uniformity in the numbering of non-fastener items. We recommend the

following format for free-form items:

Item Number: /XXPPPPPPP Short Name: /PPPPPPP

Where XX = Two letters identifying the product line or manufacturer and

PPPPPPP = The part number or catalog. Some examples of this are:

Item no. Description Short Name

Au-Ve-Co Parts /AV12733 Tail Light Retainer Nut GM A 12733

/AV00405 Ground Plug Drain Brass 405

/AV02868 6-32X1 SL OV HD MS CHR plt 2868 *

Cushman parts /CM805642 Throttle Cable 805642

Jacobsen parts /JB115743 Head Gasket 115743

Hindley parts /HD11958 13/16 Shoulder Hook Brass 11958 *

Unbrako /UN20761 ½-13X3 SOC HD CAP SCR 20761 *

/UN09433 #6-32X3/8 SOC SET SCR 9433 *

* Items above should be cross-referenced to a standard FASPAC item by entering the FASPAC number in the

substitute field of Item Maintenance (IM/MAI).

FPD/202 IM - 5

When creating free-form part numbers, make sure that all parts from the same

manufacturer have the same number of digits in the part number. For example,

the Au-Ve-Co part numbers above have zeros preceding the digits that make up

their short name. This ensures that when they are listed, they will appear in the

correct numeric sequence.

Substitute Items

FASPAC automatically recommends possible substitute items based on the

nomenclature diameter, thread, length, and description codes of a given item.

Because free-form items do not use nomenclature codes, there is no automatic

substitution feature for these items. For this reason, up to 6 possible substitute

items can defined in each item record. This user-defined substitution feature can

also be used for nomenclature item records, to define a free-form item record as a

substitute or to define a nomenclature item that would not automatically be

recommended as a substitute.

Inventory Pricing

Each item record must include a Price Table Code. The Customer Price Table

Maintenance program (IM/IMP/CPT) is used to create and maintain generic and

customer specific price tables.

Price table information and price lists can be printed using the following

programs:

• Customer Price Table Maintenance (IM/IMP/CPT)

• List Price Table Codes (IM/IMP/PPT)

• Customer Price Listing (IM/IMP/CPL)

• Inventory Pricing Listing (IM/IMP/PPL)

• Vendor Price Listing (IM/IMP/VPL)

IM - 6 FPD/202

INTRODUCTION

Editing and Deleting Item Records

Item records can be edited through these programs:

• Inventory Maintenance (IM/MAI)

• Branch Warehouse Maintenance (IM/BRM)

• Quantity Update (IM/QQM)

• Cost & Price Update (IM/QPM)

• Category Update (IM/QCM)

• Update List Price by Percent (IM/IMP/LPU)

• Update List Price (IM/IMP/ULP)

• Batch Cost Change (IM/BCC)

• Part History Change (IM/PHC)

• Lead Time Load (IM/IMM/LTL)

• Change Part Number (IM/IMM/CPN)

• Copy Part Number (IM/IMM/CPY)

Item records can be deleted through these programs:

• Inventory Maintenance (IM/MAI)

• Delete Inventory Records (IM/DEL)

• Delete Inactive Items (IM/IMM/DIA)

Item Short Names

The item short name field is a 13-digit alphanumeric field. Its primary value lies

in the fact that it is a key to the inventory file and thus, can be used as a criterion

for both inquiry and reporting.

There truly is no right or wrong way to use this field, it is simply a matter of

using the approach that maximizes its benefit to you. However, we recommend

two common uses of the short name:

• As a Unique Number

Some of our customers use the short name field to contain a unique

number for each item. This number might be the number that was used on

their previous computer system, a catalog number, or a manufacturer’s

number. This approach allows one to retrieve a specific item based on

either the FASPAC nomenclature or the specific number assigned via the

short name field.

FPD/202 IM - 7

ITEM SHORT NAMES

• As a Method of Grouping Similar Items

This is perhaps the most common usage of the short name field. For

example, one can use the short name “HEXCAP” for all hex head cap

screws. If an inquiry is done on the short name “HEXCAP”, the system

will return with the first hex head cap screw in the inventory file. At this

point, you can scroll through the hex head cap screws until the desired

item is located. If FASPAC nomenclature is being used for the actual part

number, the system will present the hex head cap screws in ascending

order according to description, diameter, length, material (grade), finish,

and specials. If a more specific grouping is desired, one might use the

short name “HEXCAP5” for all hex head cap screws that are grade 5,

“HEXCAP8” for all hex head cap screws that are grade 8, etc.

A good rule of thumb when creating a short name, is to keep it as short and

simple as you can, while still satisfying your needs.

IM - 8 FPD/202

INTRODUCTION

Standard Inventory Report Options

The Standard Inventory Report Options screen is used in most of the report

programs in the Inventory Management module. This screen allows you to select

the items or type of items to include in the report. The following field

explanations are referred to throughout the Inventory Management section of the

manual.

Sample Entry/Inquiry Screen

Field Explanation

Do You Want To Continue? (Y/N)

Y = Continue in the current program.

N = Exit the program.

Whse

Enter the warehouse number that contains the items you want to print.

To include items from all warehouses, leave this field blank and press

SKIP.

Select Whole File? (Y/N)

Y = Include all items from the specified warehouse.

N = Include only a range of items.

FPD/202 IM - 9

STANDARD INVENTORY REPORT OPTIONS

Item/Shortname/

Category Sequence? (I/S/C)

I = Run the report by item number.

S = Run the report in short name sequence.

C = Run the report in Category code sequence.

Note: If this program only allows you to print the report using a specific

method, only that entry will be accepted. (for example, if you can only

print the report by item, I is the only acceptable entry).

From Item Number

To Item Number

These fields are displayed only if printing a range of items by item

number.

Enter the range of item numbers to include in the report.

Error Message:

Invalid From Item - SKIP

The entry in the From Item Number field is not the same type of

entry as in the To Item Number field (such as numeric digits entered

in the From Item Number field, and alpha characters entered in the

To Item Number field).

Press SKIP to acknowledge the message and re-enter the range.

From Shortname

To Shortname

These fields are displayed only if printing a range of items in short name

sequence.

Enter the range of short names to include in the report.

From Category

To Category

These fields are displayed only if printing a range of items in Category

code sequence.

Enter the range of Category codes to include in the report. Entries must

be valid alphanumeric Category codes from Category Maintenance

(IM/CFM).

Select All ABC Codes? (Y/N)

Y = Print all specified items, regardless of their ABC Code.

N = Print only those items flagged with specific ABC Codes.

IM - 10 FPD/202


From ABC Code

To ABC Code

These fields are displayed only if you entered N in the Select All ABC

Codes field.

Enter the range of ABC Codes.

To print for one code only, enter the same characters in both fields.

Error Message:

Invalid Range - SKIP

The end of the range falls before the beginning of the range.

Press SKIP to acknowledge the message and re-enter the range.

Select All Materials? (Y/N)

Y = Include all items that meet the specified parameters, regardless of

their Material Code.

N = Include only those items with a specific Material Code.

Only Material:

This field is displayed only if you have not selected all Materials.

Enter the alphanumeric Material Code.

To include only those items without a Material Code, leave this field

blank.

Select All Finishes? (Y/N)


their Finish Code.

N = Include only those items with a specific Finish Code.

Only Finish

This field is displayed only if you have not selected all Finishes.

Enter the alphanumeric Finish Code.

To include only those items without a Finish Code, leave this field blank.

Select All Specials? (Y/N)


their Special Code.

N = Include only those items with a specific Special Code.

Only Special

This field is displayed only if you have not selected all Specials.

Enter the alphanumeric Special Code (do not include the slash).

To include only those items without a Special Code, leave this field

blank.

FPD/202 IM - 11


Any Changes? (Y/N)

This field allows you to check your entries before continuing in the

program.

Y = The cursor will move through each field again, allowing you to

make any necessary changes.

N = Everything is correct; move on to the next screen.

IM - 12 FPD/202


Item Maintenance (IM/MAI)

Use this program to create, edit, and delete individual item records for both

nomenclature and free-form items.

This program contains four screens for defining the Item Master record and the

Item Warehouse record. The Item Master record (first and second screens) is

where the item is created and defined as the corporate master item. The Item

Warehouse record (third and fourth screens) is used to define the characteristics

of the item in each warehouse location. That is, a warehouse record is created for

each warehouse in which the item is located, and the characteristics of the item

are defined specifically for each warehouse.

Item Master Record - Entry/Inquiry Screen One

Field Explanation

Item

You can look up an item by FASPAC item number or by short name.

Refer to the bottom of the screen for assistance in using the function keys

to search for an item. All free-form items are stored alphabetically by

item number, while all nomenclature items are stored alphabetically by

description code.

To accept the displayed item number, press RETURN.

To create a new Item Master record for a nomenclature or free-form

item, enter the number. Remember to indicate a free-form part by

entering a slash (/) before the part number.

FPD/202 IM - 13

ITEM MAINTENANCE (IM/MAI)

If you are creating a new item record, the cursor will move through each

of the following fields, allowing you to add the appropriate item

information.

If you are displaying an existing item record, the cursor will go directly

to the Select prompt.

Error Messages:

EOD on part file - SKIP to continue

The last item record in the Item File has been displayed.

Press SKIP to acknowledge this message and begin again.

Invalid Part Number - SKIP to reenter

Either the wrong function key was pressed or a nonexistent item

number was entered.


Nomenclature not found - SKIP to try again

At least one of the nomenclature codes used in the item number was

not found in the Nomenclature File.

Press SKIP to acknowledge this message and begin again or exit this

program and create the necessary Nomenclature (NOM).

01 Description

Enter the description of the item. If nomenclature is used to create the

item, the description displays automatically, and cannot be modified.

02 Short Name

Enter the short name of the item entered. The flexibility of this feature

allows the short name to be used differently by each company.

See the Introduction section for detailed information on short names, and

to determine the method of use that will benefit you most.

03 Category

An entry must be made.

Enter a valid Category code from Category Maintenance (IM/CFM).

The Category code is used to group similar items under a single heading.

Most inventory reports can be printed specifically for items flagged with

a particular Category code.

IM - 14 FPD/202


Error Message:

Nonexistent Category - SKIP to try again

The Category code entered is not in the Category File.

Press SKIP to acknowledge this message. Either enter a valid

Category code or exit this program and create the necessary

Category code (IM/CFM).

04 Replace Cost

Enter the cost of replacing the item (9999999.99999).

05 Pricing Table

Enter a valid Price Table code from Customer Price Table Maintenance

(IM/IMP/CPT). This is a user-defined code that determines what the

price will be on this and other items flagged with the code. Pricing is

calculated based on quantity break downs.

See the Customer Price Table Maintenance section for detailed

information on setting up Price Table Codes.

Error Message:

Code Nonexistent - SKIP to try again

The Price Table Code entered is not in the Price Table File.

Press SKIP to acknowledge this message. Either enter a valid Price

Table Code or exit this program and create the necessary Price Table

Code (IM/IMP/CPT).

06 Buyer Code

Optional. Enter a valid Buyer code.

07 Vendor

Optional. Enter a valid ID for the vendor from whom you normally

purchase this item. This field is validated.

08 Vendor Item

This field is optional, but can be used to record the item number used by

your vendor.

09 Tax Code

Y = This item is taxable.

N = The item is not taxable.

Sales tax is calculated based on the tax status of the item and the

customer (CP/MAI). During Shipping Confirmation (OP/SC) the system

checks both IM/MAI and CP/MAI to determine the tax status.

FPD/202 IM - 15


If both are flagged as non-taxable, no tax is charged. If both are flagged

as taxable, tax is charged.

If the item is not taxable, but the customer is, tax is charged. A taxable

item should never be sold to a customer flagged as non-taxable.

Refer to the “Introduction” section of the Customer Processing manual

for a more detailed explanation of sales tax calculation.

10 Abc Code

The ABC Code is a user-defined code that categorizes items based on

how quickly they move. Inventory reports can be printed for specific

ABC Codes periodically, to track those items that are sold frequently and

prevent the stock from getting too low. The ABC Code of items can be

changed automatically when running ISA.

See the Item Sales Analysis (IMR/IMRH/ISA) section for detailed

information.

11 Sales UM

For a new item, enter the unit of measure in which this item is stocked

and sold.

To change the UOM for an existing item, press F7. Refer to Changing

the Unit of Measure on page 30 for instructions on using this feature.

Price Per UOM Quantity Unit

Each EA or E PC

Hundred C PC

Thousand M PC

million MM PC

box BX BX

case CA CA

keg or bulk KE KE

pound LB LB

hundred weight CW LB

pound (2 decimal places) lb lb

feet FT FT

hundred feet CF FT

yards YD YD

The quantity unit of PC indicates pieces. When a quantity is entered, it is

entered per the quantity units. For example, selling 500 pieces at 3.50 per

hundred pieces, you would enter 500 for the quantity, not 5. Then enter

the price at 3.50 with the unit of measure C. The extension is calculated:

3.50 x 500 / 100 = 17.50, price x quantity / um value.

IM - 16 FPD/202


12 Box Qty

Optional. Enter the standard amount it takes to make up a box or leave

the field blank. Refer to the quantity using the UM defined above.

This information is used in the Customer Price Table (IM/IMP/CPT) and

the Customer Price Listing program (IM/IMP/CPL).

13 Case Qty

Optional. Enter the standard amount it takes to make up a case or leave

the field blank. Refer to the quantity using the UM defined above.

This information ds is used in the Customer Price Table (IM/IMP/CPT)

and the Customer Price Listing program (IM/IMP/CPL).

14 Bulk Qty

Optional. Enter the standard amount it takes to make up a bulk quantity

or leave the field blank. Refer to the quantity using the UM defined

above.

This information is used in the Customer Price Table (IM/IMP/CPT) and

the Customer Price Listing program (IM/IMP/CPL).

15 Weight

Enter the weight per the UOM (.00 – 99999.99)

16 Pieces Per UM

Enter the number of pieces it takes to make up the UM. If you sell an

item in any quantity other than the UM defined, this field will be used to

convert the UM into the desired unit of measure, for the purpose of the

individual sale.

For example, if you stock this item by the pound (LB) and it takes 25

individual items (EA) to make up that pound, enter 25. If a customer

orders 150 items (EA), the system will refer to the entry in this field to

determine how many pounds it will take to fill the order.

17 Master Kit

Y = This item is a Master Kit Item and can be defined through the Define

Kit program (WIP/DKS).

N = This item is not a Master Kit item.

Warehouses Active

Each warehouse number in which the item is active is displayed.

This field cannot be modified.

FPD/202 IM - 17


Average Cost

The average cost of the item is displayed.


LIFO Cost

The corporate LIFO cost displays and cannot be modified. This cost is

updated when the program to calculate LIFO cost (IMM/QIM) is run at

year end. The date the LIFO cost was last updated displays to the right of

the figure.


Note: This field will only are displayed if SYS/FSS is set to do so.

S1 to S6

Enter the item numbers to be used as substitutes (only those that are not

automatically designated by the system as possible substitutes).

FASPAC automatically recommends possible substitute items based on

the nomenclature diameter, thread, length, and description codes of the

given item. Because free-form items do not use nomenclature codes,

there are no automatic substitute recommendations for them.

For this reason, up to 6 possible substitute items can be defined for each

item record. This feature can also be used for nomenclature item records,

to designate a free-form item as a substitute or to designate a

nomenclature item that would not automatically be recommended as a

substitute.

Error Message:

NONEXISTENT PART - F1 to Use As Is, F2 To Change Part Number

This message displays at the bottom of the screen only if an item not

in the item file is entered as a possible substitute. If you have entered

the wrong part number, press F2 to re-enter it.

To leave this item as a substitute, press F1. This may be the case if

you if you have entered a substitute part number that has not yet been

created in Item Maintenance.

18 Duty Percent

Reserved for future use.

19 Unit Volume


IM - 18 FPD/202


20 Traceable Item

Y = This is a traceable item.

N = This is not a traceable item. If the field is left blank, the default is N.

Marking an item as traceable identifies and tracks the item through the

Purchasing cycle, the warehousing cycle, and the sales cycle. The item is

traceable in all warehouses, unless the Traceable field of the Item

Warehouse record is flagged with an N. The flag in the Warehouse

Record overrides the flag in the Item Master record.

21 Logo Name


22 Box Label Type

If this field is left blank, the appropriate generic label format is used

when printing box labels. New formats must be created through the

Label/Printer Format Maintenance program (LA/LFM). See the Labels

Reference Manual in Volume 2 for detailed information.

23 Case Label Type


when printing case labels. New formats must be created through the



24 Bulk Label Type


when printing bulk labels. New formats must be created through the



25 Bin Label Type


when printing bin labels. New formats must be created through the



Select

The default is W.

If you are creating a new Item Master record, we recommend you accept

W to access the Item Warehouse record (2nd screen of this program).

Other options are:

Enter the line number of the field you want to edit.

F1 = Display the second Item Master record screen.

E = Exit the program and update all changes to the Item file.

FPD/202 IM - 19


C = Display the name of the person who last changed information in this

Item Record and the date it was changed.

DE = Delete the displayed Item Master record.

Error Messages:

Catalog Record May Not Be Deleted - Warehouse Still Active - SKIP to

Continue

One or more Item Warehouse records exist for this Item Master

record.

Press SKIP to acknowledge this message. An Item Master record

can be deleted only after all corresponding Item Warehouse records

have been deleted.

IM - 20 FPD/202


Item Master Record - Entry/Inquiry Screen Two

Field Explanation

Item

Description

Shortname

This information is displayed from the first screen and cannot be

modified.

01 Class Code

Enter a class code that has been defined in the Inventory Class Code

Assign (TPI/ TPCC) program for use in Time Phased Inventory

Management.

This code is used in the Inventory Cost Analysis Summary (TPI/TPCS)

program to analyze inventory turns relative to on-hand stock. Refer to the

Time Phased Inventory Management manual in Volume 3 for more

information.

02 Seasonal Ind


FPD/202 IM - 21


Item Warehouse Record - Entry/Inquiry Screen One

Field Explanation

Warehouse

Enter the warehouse for which to create a record for this item. An item

can have multiple warehouse records, in which different history is saved.

This entry must be a valid warehouse number.

To return to the Item Master record, press SKIP.

Error Messages:

Warehouse Number Nonexistent

The warehouse number entered is not valid.

Press RETURN to acknowledge this message. Either enter a valid

warehouse number (SYCD) or exit this program.

Is New Warehouse Record Being Created? (Y/N)

This message is displayed only if a record does not exist for the item in

this warehouse.

Y = Create an Item Warehouse record (make the item active in the

specified warehouse). The cursor will move through each of the

following fields, allowing you to add the appropriate information.

N = You do not wish to create an Item Warehouse record for the

specified warehouse.

If you are displaying an existing warehouse record, the cursor will go

directly to the Select prompt.

IM - 22 FPD/202


01 Max Qty

Enter the maximum quantity of this item you want to have on hand or

leave the field blank and press RETURN.

02 Min Qty

Enter the minimum quantity of this item you want to have on hand or

leave the field blank and press RETURN.

Preset Minimum Valid Entries (Y/N), 0-9

When Min/Max Stock Calculation (IMR/IMRP/MSC) or Min/Max

Controls Update (TPI/TPMM) is run, the system computes the

“appropriate” minimum, maximum, and EOQ quantities. The Minimum

field will automatically be updated unless Y is entered. You can preset

the minimum, maximum, and EOQ quantities by entering 1 to 9.

Y = Do not allow the system to change the Minimum quantity. (“Preset”

will be displayed next to the respective amount).

N or 0 = Allow the system to change Min, EOQ, and Max quantities.

1 to 9 = The number of periods (typically months) that the preset

minimum value will be retained. Each time the MSC or TPMM program

is run, this value is decremented by one. When the value reaches zero,

the Min, EOQ, and Max quantities are recalculated.

For example, for a new item, you might enter 6 to indicate that the Min,

EOQ, and Max quantities are not to be calculated until six months of

usage history has been accumulated.

03 Lead Time

Enter the number of days it normally takes to receive this item after a

purchase order is placed.

04 Abc Code

Enter the ABC Code for this warehouse. The ABC Code is a

user-defined code that categorizes items based on how quickly they

move. The ABC Code entered in the Item Master record indicates how

quickly this item is normally sold. However, this may not be the speed at

which the item is sold in this specific warehouse.

05 List Price

Enter the price that your vendors normally charge for this item.

Average Cost

The warehouse average cost. This field is updated by the system and

should be modified only to correct an error situation.

FPD/202 IM - 23


06 History Whse

To save all History Records (IM/HM) in the warehouse specified in the

Warehouse field, leave blank and press RETURN.

To save History Records (IM/HM) for this item under a warehouse other

than this one.

Enter the warehouse number. Use of this feature is not recommended.

History Item

This field is displayed only if saving history under a different warehouse.

To save history for this item in the records of another item, enter the item

number under which to save the history. Use of this feature is not

recommended.

07 Save History

Part sales history is saved for customers and items or both when the

invoice calculation process is completed.

Part sales history accumulates as a result of the flags set in this field and

in CP/MAI, until the Part History Monthly Update (PH/MU) is run.

When PH/MU is run the system checks the flags in both IM/MAI and the

master record of the customer who bought the item (CP/MAI), and any

history that falls outside the parameters defined in both is deleted.

The entry in this field tells the system whether or not to save part history

for this item.

A = Save history always, regardless of how flags are set elsewhere (in

CP/MAI).

Y = Save history unless the flag in the Customer Master Record is set to

N, in which case do not save.

N = Do not save item sales history.

08 Duration Kept

The entry in this field determines the amount of time the part history is

saved. There are three options:

Y = One year of history will be saved (this is a fiscal year).

M = One month of sales history will be saved.

01 to 12 = The number of months entered will be saved.

To save part history based on record limit only, leave this field blank and

press RETURN.

IM - 24 FPD/202


09 Record Limit

The entry in this field (1 - 9 only) determines the minimum number of

records to retain, regardless of the time period defined above.

We recommend that you enter at least 3 in this field, so that you will

always have some history saved on this item. If 3 is entered in the field,

the last three sales records for this item will always be saved, regardless

of the entry in the Duration Kept field. The system checks the Duration

and Record Limit fields in both the Item Master record and the Customer

Master Record when saving history. If different duration’s and record

limits are set in each, the system will apply the larger of the two.

10 Eoq Quantity

Enter the quantity that is the most economical for you to purchase this

item.

If for example, you receive a discount on every hundred items you

purchase, then enter 100. This field is currently being used by custom

programs only.

11 Last Counted

The sign on date is displayed. When this item is updated through the

Physical Inventory programs (PHY), the system automatically updates

this field.

12 Traceable Item

Y = Trace the item in this warehouse. The item will be traceable in this

warehouse, regardless of the entry in the Item Master record (1st screen).

N = Do not trace the item in this warehouse. The item will not be traced

in this warehouse, even if the Traceable field of the Item Master record is

flagged with Y.

The flag in this field overrides the flag in the Item Master record. An

item can be flagged as traceable in one warehouse and not traceable in

another warehouse.

13 Mthly Forecast


15 Fast Finder


FPD/202 IM - 25


BINS Location

(B1 - B6)

Enter the bin locations in which this item is stored.

B1 is the primary bin location.

B2 to B6 are the secondary bin locations.

Remember: always use the same number of characters when entering a

bin location.

If SYS/POS is flagged to use the primary bin location as the default, B1

is the location used.

Select

Enter the line number of the field you want to edit.

C = Display the name of the person who last changed this Warehouse

Record and the date it was changed.

E = Exit the program and update all changes to the item file.

DE = Delete the displayed Item Warehouse record.

F1 = Access the second screen.

F1 can be used toggles between this screen and the second screen (the

corporate screen). The corporate screen has the following fields Buyer,

Vendor, Seasonal Indicator, Review Cycle, Safety Stock Percent and

Class Code; all are for future development.

Error Messages:

Physical Inventory In Progress For This Item - RETURN

This item is being processed through the Physical Inventory

programs (PHY). This item is not available to be deleted until it has

completed the Physical Inventory process.

Traceability Records Were Found Unable to Delete Warehouse Item

You are trying to delete an Item Warehouse record that has

traceability records. This function cannot be performed.

Warehouse Record may Not Be Deleted - Quantities Non Zero

One or more of the quantities (on-hand, committed, on order) is not

zero. An Item Warehouse record is not available to be deleted unless

all quantities are zero.

Determine what action needs to be taken (cancel an order, make an

adjustment), record the necessary transaction, and then delete the

Item Warehouse record.

IM - 26 FPD/202


Warehouse Record May Not Be Deleted - Tag Qty’s Non Zero

There are Status 1 and/or Status 2 Tag Records associated with this

Item Warehouse record.

Determine what action needs to be taken to either delete the Tag

Records or cause them to become Status 3 Tag Records. Record the

necessary transaction s and then delete the Item Warehouse record.

Warehouse Record May Not Be Deleted - Traceable Tags Found

Tags were found that have the Traceability flag set to Yes.

See documentation on LCS/LFL for assistance on removing

traceable Tags.

These fields are updated by the system and should be modified only to

correct an error situation.

On Hand Balances

Rework

Whse Stock

Available

The on-hand balances (Status 2 Tag Records) in the specified warehouse.

Committed Balances

Cust Orders

Whse Transfers

Processing

In Transit P.O.

I/T Outbound

The committed quantities in the specified warehouse.

On Order Balances

Rework

Processing

Whse Trans

Purchasing

I/T Inbound

The on-order quantities (Status 1 Tag Records) in the specified

warehouse.

Warehouses Active

Each warehouse in which this item is active (has a warehouse record).

FPD/202 IM - 27


Item Warehouse Record - Entry/Inquiry Screen Two

Field Explanation

Item

Description

This information is displayed from the first screen and cannot be

modified.

01 Seasonal Ind


02 Review Cycle

Enter the number of days between evaluations of this vendor to

determine whether or not to re-order from this vendor.

03 Safety Stock %

Enter the percentage of safety stock planned to be in inventory to protect

against fluctuations in demand.

See “Min/Max Controls Update (TPI/TPMM)” in Time Phased Inventory

Management, Volume 4.

04 Class Code

Enter a class code that has been defined in the Inventory Class Code

Assign (TPI/ TPCC) program for use in Time Phased Inventory

Management.

The code entered here is for this item in this warehouse. It overrides the

Class code entered in the Item Master record screen two (page ).

IM - 28 FPD/202


This code is used in the Inventory Cost Analysis Summary (TPI/TPCS)

program to analyze inventory turns relative to on-hand stock. Refer to the

Time Phased Inventory Management manual in Volume 3 for more

information.

05 Buyer

Enter the code of the buyer responsible for replenishing the item.

06 Vendor

Enter the number of the primary vendor for this item or leave the field

blank and press SKIP.

07 Vendor Ship From

Enter a valid vendor ship-from location or leave the field blank and press

SKIP.

The vendor must have been specified at the warehouse level, and the

ship-from location must have been set up in PO/POM/SFM as a valid

location.

08 Replenishment Source

V = Vendor

K = Kits

P = Plating/Rework

W = Warehouse Transfer

M = Manufacture

09 Reorder Method

MAX = Order quantity = maximum – current position

EOQ = Economic Order Quantity

MAN = The item must be reviewed before it is released. The order

quantity is calculated as though you entered MAX.

NO = This item is not to be considered in the Automated Replenishment

process.

10 Purchase Product Line

Enter the name of the product line created in INV/PPLM , or press

CMD+L and select one from the list.

This is used for grouping the items into product lines. Some vendors

require separate purchase orders for different product lines.

FPD/202 IM - 29


Changing the Unit of Measure

When you change the unit of measure for an item, all costs in all files associated

with that item number are changed.

If you have companies using shared inventory (the 05 Multi. Companies Sharing

Inv. field in SYS/IMS is set to Y), only the company set to N is allowed to

change the UOM. All data sets associated with that company will be changed.

This prevents multiple companies from trying to make the same change.

When order files are updated, only the stocking costs are changed. This is

because an item’s selling UOM can be different from its stocking UOM.

Therefore, an order will will show the UOM as you originally entered it.

Note: We recommend you run this process when there is no one on the system.

That will ensure that no changes are made to the item during the process, and it

may take a long time to run because of the number of files being updated,

especially if inventory is being shared.

Here are the requirements for changing a UOM:

• The new UOM must be in the same quantity units as the existing UOM.

You can only change a piece to a piece, or LB to LB.

For example, you can change a UOM of C to M, MM, or EA; LB to CW;

or FT to CF. You cannot change C to LB.

• If you are using stock integration, you must define a new variance account

in ACPC with the code is VAR. This will be the offset to the INV account.

• If you are not using stock integration, you must define two new codes in

PAE. They are checked when you try to change the UOM; you will not be

able to continue if the codes do not exist.

– System IV (inventory variance)

– Source INV and VAR

– Warehouse You must define each one with this field being spaces

Entering additional PAE codes with a warehouse is optional, if you wish

to post to different GL accounts by warehouse.

• Because of calculations within the files, some reports and programs must

be run to clear the files before you can change the UOM. This applies to

all data sets if inventory is shared.

When you enter a new UOM, a report is printed that lists all changes to be made.

Review it carefully before you update the files. This report is printed again after

the update is done, listing any new entries that were not on the initial report.

IM - 30 FPD/202


Most FASPAC programs will not be able to use the item because the record is

locked during the process. However, changes may be made in files other than the

Item Master record before the update.

To change an item’s UOM:

1. Retrieve the item in IM/MAI.

2. At the Select prompt, enter 11 to go to the Sales UM field.

The following function is displayed at the bottom of the screen:

F7-Change the Sales UM

3. Press F7. A series of informational screens are displayed.

In any screen, you can enter N to exit the process and return to IM/MAI.

FPD/202 IM - 31


4. After the information screens, the following screen is displayed.

5. Enter the new UOM for the item or press CMD to exit the process and

return to IM/MAI.

Remember, the new UOM must be the same quantity unit as the current

UOM.

6. If any exceptions need to be cleared before the UOM can be changed, the

following screen is displayed. It tells you which company needs to be

cleared.

IM - 32 FPD/202


7. When the program accepts your UOM entry, the following prompt is

displayed.

8. Enter V to print only the records with a variance, or A to print all records

that will be changed.

Printing all records could result in a lengthy report.

The files being processed are displayed on the screen, as shown in this

example.

FPD/202 IM - 33


Here is a sample of a four page report.

IM - 34 FPD/202


COMPANY: 10 3.5 COMPANY NAME PAGE 1

RUN ID: UMCHG UNIT OF MEASURE CHANGE LISTING 07/28/98

RUN BY: AKD REPORTING ONLY 15:24:33 05/30/00

ITEM: /ITEM------------------------

DESC: DESC------------------------------------1234567890

UOM: EA

WHSE OLD AVG COST NEW AVG COST OLD TOTAL COST NEW TOTAL COST VARIANCE

==== ============ ============ ============== ============== =============

01 8.1323 .0081 7381.33 7389.90 8.57

02 45.6854 .0457 8223.43 8227.41 3.98

CORP 14.1601 .0143 15604.76 15617.31 12.55

FILE FIELD NEW UOM of EA OLD UOM of M V C

======================================================= ================ ================== ================== = =

ITEM MASTER FILE

REPLACEMENT COST .0091 9.1229 Y

WEIGHT 12.35 12345.12 Y

VEND PRC FOR 1 1.2470 1246.9611 Y

-------------------------------------------------------------------------------------------------------------------

WAREHOUSE FILE

WHSE

====

01 LIST PRICE 1234.5671 1234567.1234 Y

-------------------------------------------------------------------------------------------------------------------

CONTRACTS FILE

CUSTOMER CONTRACT LINE

======== ======== =====

1 005 00002 PRICE .099 99.450 Y

2 002 00002 PRICE .004 3.750 Y

-------------------------------------------------------------------------------------------------------------------

WORK IN PROCESS FILE

TYPE VENDOR FR WHSE TO WHSE ORDER LINE USED AS

===== ====== ======= ======= ====== ==== =======

KIT WIP/O 01 01 000021 001 C OLD COST 1.3860 1386.0172 Y

KIT WIP/O 01 01 000022 001 C OLD COST 1.3860 1386.0172 Y

KIT WIP/O 02 02 000013 003 C OLD COST .1497 149.7055 Y

NEW COST .1497 149.7055 Y


NEW COST .1497 149.7055 Y


NEW COST .1546 154.5957 Y


PLATE 1 01 01 000091 001 F NEW COST .0004 .3952 Y

PLATE 1 01 01 000091 002 F NEW COST .0004 .4053 Y

PLATE PL/RW 01 01 000144 002 F OLD COST .0081 8.1323 Y

NEW COST .1081 108.1323 Y

PLATE 1 02 02 000090 001 F OLD COST .1724 172.3714 Y

NEW COST .1725 172.4714 Y

XFERS WHTRF 01 02 000041 001 NEW COST 1.3860 1386.0172 Y



KIT WIP/O 02 02 000016 001 K OLD COST .0023 2.2700 Y

NEW COST .0023 2.2700 Y

PLATE PL/RW 02 02 000059 001 T OLD COST .0064 6.4159 Y

NEW COST .0068 6.8159 Y

PLATE PL/RW 02 02 000060 001 T OLD COST .3906 390.6250 Y

NEW COST .7610 760.9786 Y

-------------------------------------------------------------------------------------------------------------------

QUOTES FILE

CUSTOMER WHSE QUOTE LINE ST

======== ==== ===== ==== ==

1 01 00028 0050 O PRICE .1372 137.2500 Y

FPD/202 IM - 35


COMPANY: 10 3.5 COMPANY NAME......... PAGE 2




======================================================= ================ ================== ================== = =

QUOTES FILE(continued)

CUSTOMER WHSE QUOTE LINE ST

======== ==== ===== ==== ==

1 01 00332 0010 O COST .0164 16.4289 Y

1 01 00357 0010 O COST .0147 14.6817 Y

1 01 00470 0040 H COST .0081 8.1323 Y

1 01 00471 0010 H COST .0081 8.1323 Y

1 01 00471 0020 H COST .0081 8.1323 Y

1 01 00472 0010 H COST .0081 8.1323 Y

1 01 00472 0020 H COST .0081 8.1323 Y

1 01 00475 0020 H COST .0081 8.1323 Y

1 01 00475 0030 H COST .0081 8.1323 Y

1 01 00476 0010 H COST .0081 8.1323 Y

1 01 00477 0010 H COST .0081 8.1323 Y

1 01 00477 0020 H COST .0081 8.1323 Y

1 01 00500 0010 H COST .0081 8.1323 Y

2 01 00441 0010 O COST .0082 8.2118 Y

PRICE .0072 7.2500 Y

45 01 00421 0010 O COST .0062 6.2196 Y

123 01 00418 0010 O COST .0062 6.2196 Y

125 01 00420 0010 O COST .0062 6.2196 Y

PRICE .0157 15.7500 Y

3 02 00313 0010 O COST .0377 37.7165 Y

3 02 00313 0020 O COST .0377 37.7165 Y

25 02 00314 0010 O COST .0377 37.7165 Y

-------------------------------------------------------------------------------------------------------------------

SALES ORDER DETAIL FILE

CUSTOMER WHSE ORDER LINE

======== ==== ========= ====

1 01 000062-00 003 PRICE .1372 137.2500 Y

1 01 000138-00 001 PRICE .0018 1.8200 Y

1 01 000162-00 001 COST .0164 16.4289 Y

1 01 000179-00 001 COST .0147 14.6817 Y

123 01 000208-00 001 COST .0062 6.2196 Y

125 01 000209-00 001 COST .0062 6.2196 Y

PRICE .0157 15.7500 Y

45 01 000210-00 001 COST .0062 6.2196 Y

2 01 000213-00 001 COST .0082 8.2118 Y

PRICE .0072 7.2500 Y

3 02 000147-00 001 COST .0377 37.7165 Y

3 02 000147-00 002 COST .0377 37.7165 Y

25 02 000148-01 001 COST .0377 37.7165 Y

-------------------------------------------------------------------------------------------------------------------

PURCHASE ORDER DETAIL FILE

VENDOR WHSE ORDER LINE

====== ==== ====== ====

2 01 000048 001 EXT WEIGHT 12350.00 12345.12 Y

COST 1.2469 1246.9611 Y

2 01 000068 002 EXT WEIGHT 45695.00 45676.94 Y

COST .0038 3.8500 Y

2 01 000068 003 EXT WEIGHT 61750.00 61725.60 Y

2 01 000069 001 EXT WEIGHT 30875.00 30862.80 Y

COST 1.2469 1246.9611 Y

1 01 000089 001 EXT WEIGHT 123500.00 123451.20 Y

1 01 000092 001 EXT WEIGHT 1235000.00 1234512.00 Y

IM - 36 FPD/202






======================================================= ================ ================== ================== = =

PURCHASE ORDER DETAIL FILE(continued)


====== ==== ====== ====

1 01 000094 001 EXT WEIGHT 123500.00 123451.20 Y

1 01 000100 001 EXT WEIGHT 104975.00 104933.52 Y

1 01 000103 002 EXT WEIGHT 24700.00 24690.24 Y

1 01 000105 002 EXT WEIGHT 617500.00 .00 Y

2 01 000106 002 EXT WEIGHT 370500.00 .00 Y

COST .0385 38.5500 Y

44 01 000141 001 EXT WEIGHT 2350000.00 2345120.00 Y

2 02 000145 001 EXT WEIGHT 2350000.00 2345120.00 Y

COST 1.2469 1246.9611 Y

1 01 000147 001 EXT WEIGHT 123500.00 123451.20 Y

COST .0091 9.1229 Y

1 01 000149 001 EXT WEIGHT 123500.00 123451.20 Y

COST .0091 9.1229 Y

1 01 000150 001 EXT WEIGHT 1235000.00 1234512.00 Y

COST .0091 9.1229 Y

-------------------------------------------------------------------------------------------------------------------

BLANKET PURCHASE ORDER DETAIL


====== ==== ====== ====

269 02 B0020 001 EXT WEIGHT 9262500.00 .00 Y

-------------------------------------------------------------------------------------------------------------------

BUYING HISTORY FILE

WHSE TAG NO. ST VENDOR ORDER LINE

==== =========== == ====== ====== ====

01 445 1 2 000048 001 COST 1.2470 1246.9611 Y

01 3153 1 1 000147 001 COST .0091 9.1229 Y

01 3111 1 44 000141 001 COST .0091 9.1228 Y

01 3176 1 1 000149 001 COST .0091 9.1229 Y

ADDED COST 2 .0011 1.0510 Y

01 3178 1 1 000150 001 COST .0091 9.1229 Y

01 391 2 2 000069 001 COST 1.2470 1246.9611 Y

ADDED COST .1247 124.6961 Y

ADDED COST 2 .0144 14.3600 Y

01 540 2 1 C00000 000 COST .0083 8.2500 Y

ADDED COST .0008 .8250 Y

ADDED COST 2 .0001 .0785 Y

01 541 2 1 000092 001 ADDED COST 2 .0001 .0825 Y

01 223238 2 1 C00001 000 COST .0054 5.3700 Y

01 3026 2 2 000106 002 COST .0386 38.5500 Y

ADDED COST .0058 5.7825 Y

ADDED COST 2 .0012 1.1565 Y

01 3029 2 2 000106 002 COST .0386 38.5500 Y


ADDED COST 2 .0012 1.1565 Y

01 3030 2 2 000106 002 COST .0386 38.5500 Y


ADDED COST 2 .0012 1.1565 Y

01 3214 2 44 000141 001 COST .0091 9.1229 Y

01 352 3 2 000053 003 COST 1.2470 1246.9611 Y

ADDED COST 3 .0125 12.4696 Y

02 315 1 PL/RW 000059 001 COST .0068 6.8159 Y

02 3132 1 2 000145 001 COST 1.2470 1246.9611 Y

Note the TEMPORARY COPY line at the end of the report.

9. Review the report carefully before you do the final update.

10. When ready, enter Y at the Continue process prompt or N to exit the

program and return to IM/MAI.

You are asked if you want to update the files.

FPD/202 IM - 37






======================================================= ================ ================== ================== = =

BUYING HISTORY FILE(continued)

WHSE TAG NO. ST VENDOR ORDER LINE

==== =========== == ====== ====== ====

02 316 2 PL/RW 000060 001 COST .7610 760.9786 Y

02 358 2 2 F00001 000 COST .0273 27.2500 Y

02 495 2 WHTRF 000035 001 ADDED COST 2 .0013 1.2500 Y

02 501 2 2 000053 003 COST .4928 492.7567 Y

02 505 2 1 C00000 000 COST .4928 492.7567 Y

02 506 2 WHTRF 000038 001 ADDED COST 2 .0017 1.6994 Y

02 539 2 2 000069 001 COST 1.3860 1386.0172 Y

02 549 2 2 000069 001 COST 1.3860 1386.0172 Y

02 550 2 1 M00089 000 ADDED COST 2 .0003 .2500 Y

02 551 2 2 000069 001 COST 1.3860 1386.0172 Y

* * * * * E N D O F R E P O R T * * * * *

LEDGER NO. WHSE DESCRIPTION AMOUNT

1300.01 01 INV 8.57 DB

1301.00 01 Inventory variance 8.57 CR

1300.04 02 INVAJ 3.98 DB

1301.00 02 Inventory variance 3.98 CR

*** TEMPORARY COPY ***

11. Enter Y to update the files, or N to exit the program and return to

IM/MAI.

If you enter Y, the report will be reprinted as a final copy.

If there were no variances between the temporary and final copies, the

following line is printed at the end of the report:

If there were variances, the register number will be displayed if there is a

change to the total dollar amount of your inventory (tags):

Error Messages:

NEW UOM NOT SAME TYPE AS CURRENT UOM

You are trying to change to a different quantity unit.

NO INVENTORY PAE ACCOUNT SET UP

NO GL01 RECORD FOR INV PAE ACCT FOUND

NO VARIANCE PAE ACCOUNT SET UP

NO GL01 RECORD FOR VAR PAE ACCT FOUND

The posting accounts or GL account number do not exist.

Use F7 To Change The Sales UM - SKIP

You tried to change the UOM in the 11 Sales UM field without pressing

F7 first.

IM - 38 FPD/202


*** FINAL COPY *** REGISTER NO: NOTHING TO POST TO THE LEDGER

*** FINAL COPY *** REGISTER NO: 237 LEDGER INTERFACE WAS UPDATED

Branch Warehouse Maintenance

(IM/BRM)

Use this program to create Item Warehouse records for items with existing Item

Master records and to edit existing Item Warehouse records. To create and edit

Item Master records, use the Item Maintenance program (IM/MAI).

The fields and messages are identical to those in the Item Warehouse screen of

Item Maintenance (IM/MAI). See the Item Maintenance section for detailed field

explanations.

Entry/Inquiry Screen

FPD/202 IM - 39

BRANCH WAREHOUSE MAINTENANCE (IM/BRM)

Warehouse Inventory Item

Maintenance (IM/WIM)

The Warehouse Inventory Item Maintenance program (IM/WIM) is designed to

replace FASPAC’s Lead Time Load program and provide significantly more

capability to maintain warehouse item records. It provides the FASPAC user

with an efficient set of tools to make wholesale selective changes to the

warehouse master file. Users can specify selection criteria to be applied and

values to be changed. The values in each warehouse item record are compared to

those in the Selection Criteria column, as shown below. If all of the values listed

in the Selection Criteria column match the values for the warehouse item record

being examined, the non-blank “Replacement Value” entries are substituted for

the current item’s record. This process is repeated for each item in the specified

awrehouse. Items matching the selection criteria are updated, while those that do

not remain unchanged.

Valid entries for the Selection Criteria input fields are:

IM - 40 FPD/202

WAREHOUSE INVENTORY ITEM MAINTENANCE (IM/WIM)

Inquiry (IM/INQ)

Item Inquiry (IM/INQ) is used to display item records. This program allows

access to item records for viewing purposes only. To edit a record, you must

access Item Maintenance (IM/MAI).

The Inventory Catalog and Warehouse Inventory screens in the Inquiry program

are identical to those in Item Maintenance (IM/MAI). Please see the Maintenance

section of the manual for detailed field explanations.


FPD/202 IM - 41

INQUIRY (IM/INQ)

IM - 42 FPD/202

INQUIRY (IM/INQ)

Delete Inventory Items (IM/DEL)

The Delete Inventory Items Program is used to delete Item Warehouse records. If

you are deleting the only warehouse record belonging to the Item Master record,

then the master record is deleted as well. If there are other warehouse records

belonging to the Item Master record, then the master record is not deleted. Item

records can be deleted if all of the following requirements are met:

• All quantities (on-hand, committed, on order) for the warehouse are zero

in the Item File (IM/MAI).

• No history for the last 12 months and current month in the Item History

File (IM/HM).

• No open order in the Customer Order File.

• No Status 1 or Status 2 Tag Records.

• No Status 3 Tag Records dated after the specified date.

• No requisitions.

• Not included as a component item in a Kit Definition.

• Not included on a customer contract (CT/MAI).

• Created after the specified date.

You are given the option to print a listing of records as they are deleted or to

print a listing of eligible records (without deleting them). We recommend you

select one of these options so that you have a record of the deleted items.

Entry/Inquiry Screen One

The first screen of this program is the Standard Inventory Report Options. It is

used as a means of determining the group of items you wish to delete. See the

Introduction of this section for detailed field explanations.

FPD/202 IM - 43

DELETE INVENTORY ITEMS (IM/DEL)

Entry/Inquiry Screen Two

Field Explanation

Print Only, Print and Delete or Delete Only? (P/B/D)

P = Print a listing of the records that would be deleted.

B = Print the listing and delete the records.

D = Delete the records without printing the report.

Delete If History (IM/HM) Found? (Y/N)

Y = The item number is deleted and IM/HM is not checked.

N = If the current month quantity sold is not a zero or the quantity sold

has a value in any of the past 12 months, the item is not deleted. If the

current month quantity sold is zero, IM/HM is checked to see if there are

history totals for the past 12 months. If no history is found within the last

12 months, the item is deleted.

Note: We suggest that you do not enter Y in this field, unless you have

already printed and reviewed this report. If you enter Y in this field

without first checking the report, you could potentially delete some

valuable inventory files.

Delete If No Status 3 Tags After

The date from a year ago, as of today’s date is displayed.

To delete all item records that have not had a Status 3 tag in the past

year, accept this date. Use the date format MMDDYY or MMDDYYYY

when changing this date.

IM - 44 FPD/202


Exclude Items Created After

The date from a month ago, as of today’s date is displayed.

To exclude all items that have been created in the past month from being

deleted, accept this date. The date entered in this field is compared to the

date the item was created in IM/MAI. Use the date format MMDDYY or

MMDDYYYY when changing this date.

Print Detail On Items Deleted? (Y/N)

Y = Print information found in any file that the item is deleted from. This

includes part history, inventory history, cross reference, tags, and

committed tags.

N = You do not want to print this information on the listing.

DO YOU WANT TO CONTINUE? (Y/N)

Y = To print/delete all records as specified.

N = To exit the program without printing/deleting any item records.

FPD/202 IM - 45


Adjustments (IM/ADJ)

Enter Transactions (IM/ADJ/ET)

The Inventory Adjustments - Enter Transactions program (IM/ADJ/ET) is used

to adjust the on-hand balance of an item, usually to correct discrepancies found

between the inventory records and the actual on-hand balance. You can record an

adjustment to an item’s on-hand quantity or void an adjustment transaction that

has not yet been updated. To correct receipt entry errors, we recommend that the

Receive Without a P.O. program (REC/RNO) be used.

Each time an adjustment is made the system automatically assigns it a transaction

number. All inventory adjustments are updated to the Inventory Adjustment File.

From there they can be printed, if accessed through the Inventory Adjustments -

Print Transactions program (IM/ADJ/PTA). Voided transactions print on the

Adjustment Listing with an adjusted quantity of 0 and “VOIDED” in the memo

line.

Inventory Adjustments use the costing method in the System File (SYS/IMS). If

the Tagging system is used, a Tag Record number must be entered.


IM - 46 FPD/202

ADJUSTMENTS (IM/ADJ)

Field Explanation

Whse

Enter the warehouse number in which the item is located.

To exit, leave this field blank and press SKIP.

Item

You may pull up an item by number or short name. Refer to the bottom

of the screen for assistance in using the function keys to search for an

item.

To void an existing transaction that has not yet been updated to the

Inventory Adjustment File, enter TRAN.

This option may be useful in correcting adjustments that have been

entered with the wrong quantity. You can delete the transaction number

and re-enter the adjustment with the correct quantity.

Error Message:

Physical Inventory in Progress - RETURN to Continue

The System file (SYS/IMS) is flagged to stop inventory transactions

after freezing and the item specified has been frozen through the

Physical Inventory Freeze program (PHY/ FRE). An adjustment

cannot be entered for this item until it is no longer frozen.

Press RETURN to acknowledge this message.

Trans. No.

This field is available only if TRAN is entered in the Item field.

Enter the transaction number you want to void. Only those transactions

that have not yet been updated to the Inventory Adjustment File can be

voided. If you are unsure of the number, run the Inventory Adjustments -

Print Transactions program (IM/ADJ/PTA) for a listing of all the

transactions that have not yet been updated.

Is This The Correct Transaction? (Y/N)

This field is displayed only if voiding an existing transaction.

Y = Void the displayed transaction number. The cursor moves to the

item field with the item still displayed.

At this point, you can create another transaction for the displayed item by

pressing RETURN and entering another quantity, or enter TRAN to void

another transaction number.

N = Do not void the displayed transaction number. The cursor moves

back to the Trans No. field, allowing you to enter another transaction

number.

FPD/202 IM - 47

ENTER TRANSACTIONS (IM/ADJ/ET)

Error Messages:

Adjustment Has Been Previously Voided - SKIP To Continue

The transaction number entered has already been voided.

Press SKIP to acknowledge this message.

To view the most recently voided transactions, run the Inventory

Adjustments - Print Transactions program (IM/ADJ/PTA) to print

the list of inventory adjustments.

SKIP - To Reenter Item

The transaction number entered is not valid. Either it does not exist

or it has already been updated to the Inventory Adjustment File, and

therefore cannot be voided.

Transaction Not For This Warehouse - SKIP To Continue

The transaction number entered was not recorded in the warehouse

specified.

Press SKIP to acknowledge this message. Either enter a Transaction

Number for the specified warehouse or change the warehouse and

begin again.

Qty

Enter the quantity with which to adjust your records.

For example, if you are adjusting the on-hand balance of an item,

because you located an additional 500 pieces, enter 500. If you are

entering a negative adjustment, you can enter the negative sign before or

after the digits. The quantity will be added to your files based on the UM

in which the item was received.

Date

The sign on date is displayed. You can accept this date or enter a

different date in MMDDYY or MMDDYYYY format.

Enter Tag No. To Adjust

This field displays at the bottom of the screen only if the Tagging system

is being used.

If you are using tags, you must enter a Tag Number in this field so the

system knows where to adjust the quantity.

You can access the Buy History Maintenance program (IM/BHM) to

determine the Tag Record Number, by pressing F8. Once you are in the

Buy History screen you may have to press F8 a few more times, until

you reach the listing of tag numbers.

IM - 48 FPD/202


Error Message:

Invalid Tag Or Unable To Use This Tag - SKIP To Reenter No.

Either a nonexistent Tag Record Number was entered, the Tag

Record specified is not a Status 2 Tag Record, or applying the

adjustment to the specified Tag Record would cause the on-hand

quantity to be a negative number. The specified Tag Record cannot

be used.

Press SKIP to acknowledge this message and use a different Tag

Record Number.

Memo

This field is can be used to record comments, questions, the reason for

the adjustment, or it can be left blank.

To move the cursor back to the Item field without recording the

adjustment, leave this field blank and press CMD.

The following fields are updated by the system and cannot be

modified.

Rework

Whse Stock

Available

The on-hand quantities in the Item Warehouse record (IM/MAI, 2nd

screen).

Cust. Orders

Whse trans.

Processing

The on-order quantities in the Item Warehouse record (IM/MAI, 2nd

screen).

Rework

Processing

Whse Trans

Purchase Orders

The committed quantities in the Item Warehouse record (IM/MAI, 2nd

screen).

FPD/202 IM - 49

ENTER TRANSACTIONS (IM/ADJ/ET)

Print Transactions (IM/ADJ/PTA)

This program prints and updates the current list of inventory adjustments. All

adjustment transactions remain in the Inventory Adjustment file until they are

cleared.

Transactions are updated to the Inventory Adjustment file through these

programs:

• Inventory Adjustments - Enter Transactions (IM/ADJ/ET)

• Physical Inventory Count Update (PHY/PCU)

• Receive Plating/Rework Orders (WIP/RPR)

• Receive Packaging/Kit Orders (WIP/RPK)

• Receive Warehouse Transfers (WIP/WHT/RWI, RWO)

• Adjustments can be printed by transaction number or order number.

Voided transactions print sequentially on the listing with an adjusted quantity of

0 and “VOIDED” in the memo line.

Note: This program can be used in an automated schedule.

Modes of Operation

There are two modes when you answer questions for this program: Create and

Modify. Create mode is the first time you run the program and answer questions.

Modify mode is when you rerun the program and change existing answers. The

questions on the screen and your answers are stored in an Answer file.

Date Variables

In the date fields, you can enter variables instead of actual dates. These will be

converted to the actual date when the program runs. Valid entries are:

• @SON—Sign on date

• @FDM—First day of the month

• @LDM—Last day of the month

IM - 50 FPD/202



Field Explanation

01) Warehouse

Enter the number of the warehouse in which the transactions took place.

For all warehouses, press SKIP.

To exit the program, press CMD.

02) Item/Transaction Sequence

T = Print the listing by transaction number.

I = Print the listing by item number.

Fields 03 and 04 reflect the selected sequence.

03) Include From

04) Include Thru

Enter the range of transaction or item numbers to include in the listing.

For all transaction or item numbers, press F7.

For one transaction or item number, enter it in both fields.

05) Include From Tran Date

06) Include Thru Tran Date

Enter the date variables or range of transaction dates in MMDDYY or

MMDDYYYY format.

For all transaction dates, press F7.

For one transaction date, enter it in both fields.

FPD/202 IM - 51

PRINT TRANSACTIONS (IM/ADJ/PTA)

07) Adjustments From

Enter one of the following options:

ADJ = Include only transactions recorded through the Inventory

Adjustments program (IM/ADJ/ET).

PCU = Include only transactions recorded through the Physical

Inventory/Count Update program (PHY/PCU).

RPK = Include only transactions recorded through the Receive

Packaging/Kit Orders program (WIP/RPK).

RPR = Include only transactions recorded through the Receive

Plating/Rework Orders program (WIP/RPR).

RWT = Include only transactions recorded through the Warehouse

Transfers Receive By Item and Receive By Order Programs

(WIP/WHT/RWI, RWO).

To select a valid option from a list box, press F5. Manufacturing options

will be included if Manufacturing is being used.

For all options, press F7.

To include all transactions that meet the specified parameters, regardless

of the source, leave this field blank and press SKIP.

08) Final Copy?

Y = Print and update the current inventory adjustment list, and clear the

adjustments from the file.

N = Print the list, but do not clear it

The list cannot be reprinted after the final copy is run.

Remember that once a transaction is updated (deleted) it is no longer

available in this program or the Inventory Adjustments - Enter

Transactions program (IM/ADJ/ ET).

09) Post To General Ledger?

Y = Post the adjustments to the General Ledger Interface.

Note: To use this option, field 5, Using Ledger Stock Integration, in

General Ledger Specifications (SYS/GLS) must be set to Y.

N = Do not post the adjustments to the GL Interface.

Action Line

F1 = Accept your answers.

F9 = Cancel and start over with your original answers in Modify mode.

F12 = Delete all questions and answers from the Answer file and start

over in Create mode.

CMD = Exit the program without running it.

IM - 52 FPD/202


Note: If you enter N in field 08 and Y in field 09, the program

automatically changes field 09 to N. The cover sheet will still display Y

for field 09. If printed individually and not in an Automated Schedule,

the records are displayed as they print.

Sample Report

FPD/202 IM - 53

PRINT TRANSACTIONS (IM/ADJ/PTA)

COMPANY: 10 BEST FASTENERS, INC. PAGE 1

RUN ID: PTA INVENTORY TRANSACTIONS (ADJUSTMENTS) 07/25/96

RUN BY: WPD BY TRANSACTION NO. WHSE 01 10:11:03 03/25/97

ITEM DESCRIPTION QTY

TRANS NO TAG NO WH DATE BY VENDOR P O LINE ADJUSTED COST UM EXTENSION M E M O

============================================================================================================================

62C150KCSY 5/8-11 X 1 ½ SOC CAP SCREW ALLOY

5965 6185 01 07/01/96 JSP CONV -000 36 29.860 C 10.75 IASPINKS

25C100HCS5Z 1/4-20 X 1 HEX C/S GR 5 ZINC

5966 01 07/01/96 DOO NYLOK P06444-001 1000- 1.550 C 15.50- PL/RW Receipt

4C100MPP0Z 4-40 X 1 PHIL PAN M/S ZINC

5967 01 07/01/96 DOO MANNO P06239-001 1000- .260 C 2.60- PL/RW Receipt

6C50MPPS 6-32 X ½ PHIL PAN M/S 18-8 S/S

5968 11188 01 07/01/96 DOO CONV -000 100 .700 C .70

8C100MPPS 8-32 X 1 PHIL PAN M/S 18-8 S/S

5969 11353 01 07/01/96 DOO CONV -000 21 1.380 C .29

8C75MPPS 8-32 X 3/4 PHIL PAN M/S 18-8 S/S

5970 11336 01 07/01/96 DOO CONV -000 100 1.140 C 1.14

10F75MPPS 10-32 X 3/4 PHIL PAN M/S 18-8 S/S

5971 26849 01 07/01/96 DOO STAR 002595-008 100 2.700 C 2.70

4C37XPI0Z 4-40 X 3/8 PHIL PAN INT SEM SCREW ZINC

5972 24253 01 07/01/96 DOO CENTU 002059-005 748 1.370 C 10.25

.6C16KCSS M6-1.0 X 16 SOC CAP SCREW 18-8 S/S

5973 15221 01 07/01/96 JSP CONV -000 19 8.820 C 1.68 IA J GIBSON

75C12000RAT0Z 3/4-10 X 10 FT ALL THREAD ROD ZINC

5974 31425 01 07/02/96 TGL PFC 003589-005 1- 7.665 EA 7.67- IA JSP


5975 15221 01 07/02/96 TGL CONV -000 1- 8.820 C .09- IA JGIBSON


5976 20333 01 07/02/96 TGL 1 000001-000 81- 8.720 C 7.06- IA JG

25NLET4 1/4" EXTERNAL TOOTH L/W 400 S/S

5977 17552 01 07/02/96 TGL WSPEC 000898-001 85 .690 C .59 IA JG

25NLET4 1/4" EXTERNAL TOOTH L/W 400 S/S

5978 18310 01 07/02/96 TGL 1 000005-000 183- 1.000 C 1.83- IA JG

8C100MPPS 8-32 X 1 PHIL PAN M/S 18-8 S/S

5979 33747 01 07/02/96 TGL BELL 004160-003 250 1.800 C 4.50 IA JG

6C25TRN0Z 6-32 X 1/4 P-PAN THRD-ROLL INT SEMS ZINC

5981 32164 01 07/02/96 JSP SEMBL 003782-003 22000 1.982 C 436.04

64DRSQ #64 SSPQ

5982 37691 01 07/02/96 JSP JET 004968-002 8000 6.200 C 496.00 IA JSPINKS

8NLOC0Z #8 SPLIT LOCKWASHER ZINC

5983 38895 01 07/02/96 JSP PFC 005237-006 22000 .090 C 19.80 IA JSPINKS

8NLOC0Z #8 SPLIT LOCKWASHER ZINC

5984 19644 01 07/03/96 TGL PFC 001062-004 306- .090 C .28- IA JSP

6N50SPP0Z #6 X ½ PHIL PAN S.M.S A/AB ZINC

5985 7104 01 07/03/96 DOO CONV -000 4360 .460 C 20.06

4N50SPP0Z #4 X ½ PHIL PAN S.M.S A/AB ZINC

5986 45289 01 07/03/96 JSP EKF 006432-002 200 .245 C .49

50C175HCSS ½-13 X 1 3/4 HEX C/S 18-8 S/S

5987 13330 01 07/08/96 TGL 1 000002-000 3- 19.500 C .59- IA JSP

/960C1216 3/4 FLAT WASHER 18-8

5988 18161 01 07/08/96 TGL 1 000003-000 17- 8.000 C 1.36- IA JSP

10F37KBCY 10-32 X 3/8 BUTTON SOCKET C/S ALLOY

5989 01 07/08/96 DOO SONIC P06452-001 2000- 2.050 C 41.00- PL/RW Receipt

56NLET0X 9/16" EXTERNAL TOOTH L/W PLN

5990 01 07/08/96 DOO SONIC P06442-001 5000- 1.563 C 78.15- PL/RW Receipt

4C25MPP0B 4-40 X 1/4 PHIL PAN M/S BLK/OX

History Inquiry (IM/HI)

This program displays Item History records. The screens and fields are identical

to those in History Maintenance (IM/HM), with the exception that totals for all

warehouses can be displayed in this program. To change/delete records, use

History Maintenance. Please see page 55 for detailed field information.

The Item History Inquiry program can also be accessed through the CMD

Window’s Inquiry menu.


IM - 54 FPD/202

HISTORY INQUIRY (IM/HI)

History Maintenance (IM/HM)

History Maintenance is used to create, edit, and delete Item History Records.

Item history should only be added, changed or deleted to correct an error

situation.

Item History Records are saved by warehouse for each of the previous twelve

months, the current month, the last fiscal year, and the current fiscal year. The

information is displayed on two screens. The first screen displays the sold and

canceled orders. The second screen displays receipt totals and WIP history:

receipt and usage in rework and processing (packaging/kitting).


Field Explanation

Item

You may pull up an item by item number or short name.

To avoid the “Invalid Part Number” error message from displaying, we

recommend that you enter only the first few letters or numbers and use

the function keys to scroll through the list of existing part numbers. Refer

to the bottom of the screen for assistance in using the function keys to

search for an item.

To accept the displayed item, press RETURN.

FPD/202 IM - 55

HISTORY MAINTENANCE (IM/HM)

Error Message:

Invalid Part Number - SKIP to Reenter

The item entered is not found in the Item File (IM/MAI).

Press SKIP to acknowledge the message and begin again.

Wh

Enter the number of the warehouse for which you want to view the item

history.

Error Message:

No History For This Warehouse

The Item Warehouse record (IM/MAI, 2nd screen) is flagged to not

save history. In order for a History Record to be created for this item

(either automatically or manually), the history flag must first be

changed.

Press RETURN to acknowledge this message.

No Whse For This Item

The item specified is not active in the warehouse specified.

Press RETURN to acknowledge this message and move the cursor

back to the Item field.

NO HISTORY = DO YOU WISH TO CREATE ONE? (Y/N)

Y = A history record is created with zero quantities. The cursor moves to

the Select field.

N = No history record is created for this item. The cursor moves back to

the Item field.

SELECT

Enter the line number of the field you want to change/delete.

To delete the entire history record, enter PURGE.

To move back and forth between this screen and the next screen, press

F5.

The following entries display for each of the previous 12 months, the

current month (crmo), the current fiscal year (cryr), and the prior

fiscal year (pryr).

Keep in mind that the crmo, cryr, and pryr totals are not automatically

recalculated when the figures for a specific month are changed. History should

only be added, changed or deleted to correct an error situation.

IM - 56 FPD/202


Quotes

The number of quotes entered for this item.

Sales Qty

The quantity sold.

Sales Value

The value sold.

Sales Cost

The sales cost is based on the costing method you use.

Sales Nbr

The number of times the item was sold.

Canceled Qty

The quantity that was canceled.

Canceled Value

The value that was canceled.

FPD/202 IM - 57



Field Explanation

The following entries display for each of the previous 12 months, the current

month (crmo), the current fiscal year (cryr), and the prior fiscal year (pryr). Keep

in mind that the crmo, cryr, and pryr totals are not automatically recalculated

when the figures for a specific month are changed. History should only be added,

changed, or deleted to correct an error situation

Received

The quantity received. This number is taken from Purchase Order

figures.

Rework Usage

The quantity used in the creation of other parts.

Rework Received

The quantity of other items used in the creation of this part.

Transfers Usage

The quantity of this item that was transferred to another warehouse.

Transfers Received

The quantity of this item received into this warehouse from another

warehouse.

IM - 58 FPD/202


In Process Usage

The quantity of this item that was used to create kits. If for example, 4 of

this item are needed to make up a kit, and 10 kits were made in the

month of December, 40 should be displayed in the December field.

In Process Received

The total number of kits made during the specified time frame.

The following fields are updated by the system and cannot be

modified.

Month

The current Inventory Month (SYS/CAS).

Year

The current Inventory Year (SYS/CAS).

Sales GP%

The gross profit percentage calculated based on the sales value and cost.

FPD/202 IM - 59


Category File Maintenance

(IM/CFM)

Category File Maintenance is used to add, edit and delete Category codes and to

print Category code Listings. Category codes are used to group similar items

under a single heading. Each Item Record (IM/MAI) must be assigned a

Category code. Your system does not come with pre-established Category codes.

It’s up to you to determine the codes that will best suit your individual needs.

Most inventory reports can be printed for one or a range of Category codes.

Category codes are also used to break out sales on the Sales Summary (SA/SS).

For these reasons, we recommend that some serious thought be given to codes

you select, and that a maximum of 50 be created.

Category codes are up to three characters in length and may have a description

attached. Some examples of Category codes are:

CS CAP SCREWS—ALL GRADES

NS NON FERROUS ITEMS

NUT ALL NUTS

If more detail is needed, Category codes such as these examples can be used:

HCS CAP SCREWS—GRADE 2 & 5

HC8 CAP SCREWS—GRADE 8

HCN CAP SCREWS—NON FERROUS

NUN NUTS—NON FERROUS

NUT ALL OTHER NUTS

IM - 60 FPD/202

CATEGORY FILE MAINTENANCE (IM/CFM)


Field Explanation

Product Category code

Enter the Category code you want to create, edit, or delete. If you enter

an existing Category code, the cursor moves directly to the Select field.

To exit, leave this field blank and press SKIP.

New Record, Do You Want To Add? (Y/N)

This field is displayed only if the Category code entered is not in the

Category code File.

Y = Establish this entry as a valid Category code.

N = Do not to establish this code as a valid Category code The cursor

moves to the Product Category code field.

Category Description

Enter the description of the Category code entered.

Commodity Code

This field is not currently being used.

Select

CHG = Change the description of the displayed Category code.

DEL = Delete the displayed Category code. If a Category code is active

(an Item Master record is flagged with the code) it cannot be deleted.

FPD/202 IM - 61


If you have finished adding, changing, and deleting codes, press SKIP.

The cursor returns to the Product Category code field.

If you have finished entering Category codes, press SKIP again.

Error Message:

Category May Not Be Deleted - Still Active

The Delete option was selected and the Category code entered is still

assigned to one or more items. This Category code cannot be deleted.

Press RETURN to acknowledge this message. In order to be able to

delete this Category code, you will first have to change the code of

each Item Master record (IM/ MAI) that is currently flagged with

this Category code.

Print Product Category Report? (Y/N)

Y = Print the list of all Category codes before exiting the program. The

list prints in alphabetical order, with numeric codes preceding the alpha

codes.

N = Exit the program without printing the list of all valid Category

codes.

IM - 62 FPD/202


Buy History Maintenance (IM/BHM)

Use this program to display Tag Record information, with or without editing the

Tag Records. For detailed information regarding Tag Records, see the Tagging

System Reference Manual in Volume 2.


Field Explanation

Whse

Enter the warehouse number in which the Tag Records are stored.

To include Tag Records in all warehouses, leave the field blank and

press SKIP.

Status Type

1 = On order/open purchase order.

2 = Purchases which have been received and have a quantity remaining

on hand.

3 = Purchases which have been received and which have a zero on hand

quantity.

To include all Tag Status Types, leave the field blank and press SKIP.

FPD/202 IM - 63

BUY HISTORY MAINTENANCE (IM/BHM)

Item

You can retrieve an item by item number or short name.

To avoid the “Invalid Part Number” error message from displaying, we

recommend that you enter only the first few characters of the name or

number, and use the function keys to scroll through the list of existing

part numbers. Refer to the bottom of the screen for assistance in using

the function keys to search for an item.

To accept the displayed item, press Return.

SELECT

Enter the line number of the Tag Record you want to view. Once a

specific Tag Record is selected, the Tag Maintenance program

(TAG/MAI) is displayed, from which you can also display the Tag

Location History screen.

To return to Buy History Maintenance, leave the SELECT field blank

and press Return or SKIP. Refer to the bottom of the screen for

assistance in using the function keys to move around within the Buy

History screen.

Enter Line Number to View

This field is displayed only if the Committed Orders option is selected.

Once a line number is entered, the Show Committed Tags Program

(TAG/SOC) is accessed

IM - 64 FPD/202

BUY HISTORY MAINTENANCE (IM/BHM)

Inventory Pricing (IM/IMP)

Customer Price Table Maintenance (IM/IMP/CPT)

Customer Price Tables are used to set different levels of price breaks based on

the class of the inventory item and the customer or customer category. The tables

are user-created, edited, and printed through this program, and then displayed in

Part Inquiry (PI) and Order Desk (OD).

In the FASPAC system, each table may have up to 9 levels of pricing (or price

breaks), depending on the quantity purchased. Pricing can be based on item List

Price, Replacement Cost, Corporate Average Cost, Warehouse Average Cost, or

Vendor Pricing. We recommend that the price increases/decreases be created in

order. For example, if you are using the tables to set up discounts for customers

who buy large quantities of your products, line 11 (the first line) should contain

the minimum quantity of the item that must to be purchased in order to receive

the lowest discount. The quantities and discounts should increase as you move

down the table (toward line 19).

Customer specific Price Tables should be created for each customer that receives

distinct price breaks on specific items. If the Customer ID is assigned to one

customer only, the price break downs apply exclusively to that customer.

However, if a group of customers are flagged with the same Customer ID, then

the pricing applies to each customer in the group. The same rule applies for the

Price Table Code of the item. Depending on how the Customer ID and Price

Table Codes are used, Price Tables can be created for an individual customer and

item or groups of customers and items.

After the customer and item are entered in an order entry program, the system

accesses the Customer Master Record (CP/MAI) and the Item Master record

(IM/MAI), to locate the Customer ID and Price Table Code. Once these are

determined the applicable Price Table is displayed. If a table is not set up for the

specified customer and item, the default Price Table is displayed.

Default Price Tables must be created for each Price Table Code set up. A default

Price Table is created by entering the Price Table Code and a Customer ID of 0

(zero). The default table displays any time a Price Table Code is entered in an

order entry program with a blank or unrecognizable Customer ID. If a default

table is not set up, and the system cannot locate a table for the specified Price

Table Code and Customer ID, then no Price Table is displayed.

In the Price Like Cust No field of each Customer Master Record (CP/MAI), each

customer must be assigned a Customer ID (of up to 5 alphanumeric characters).

These ID codes are used to classify and categorize groups of customers with

similar characteristics. Customers can be grouped according to location, type of

business, how frequently they purchase from you, or any classification that you

find useful.

FPD/202 IM - 65

CUSTOMER PRICE TABLE MAINTENANCE (IM/IMP/CPT)

A valid Price Table Code must be entered when the initial Item Master record

(IM/MAI) is created for each item. Therefore, the Price Table Codes must be

established before you attempt to create an Item Master record. Codes are set up

by entering Price Table Header Information [the Price Table Code you want to

create, Customer ID, Last Updated, Description (optional), and Comment

(optional). The price breakdowns can be entered at the time the Price Table Code

is created or at a later, more convenient time.

To delete an existing price table, bring up the price table and at the Select

prompt, enter DE.


Field Explanation

Whse

Enter the warehouse number to which the Price Table applies.

To include all warehouses, leave blank and press SKIP.

To exit, leave blank and press CMD.

Do you want to copy an existing price table? (Y/N)

N = You simply want to display an existing Price Table or if you want to

enter the new Price Table information manually.

Y = Copy the price break downs from an existing Price Table to a new

Price Table.

IM - 66 FPD/202

INVENTORY PRICING (IM/IMP)

The following five fields are displayed only if you are copying an

existing Price Table.

From Price Table

Enter the code of the Price Table to copy.

To access the list of valid Price Table Codes, enter the first character of

the code and press F1. Once the file is accessed, the Price Table Code

beginning with the character entered, the Customer ID, and the Price

Table created for this combination display.

Use the function keys as described at the bottom of the screen to scroll

through the list of valid Price Table Codes. We recommend that you use

this method to locate the desired Price Table Code, as it allows you to

view the information contained in each Price Table.

After you have located the code you want to copy, press RETURN.

From Customer ID

Enter the Customer ID for which to copy the corresponding Price Table.

If you used the function keys to locate the Price Table Code above, the

associated Customer ID displays.

Accept the displayed Customer ID by pressing RETURN.

Error Message:

Price Table Code Invalid for this Customer - SKIP.

This field is displayed only if copying an existing Price Table. The

Price Table Code entered has not been set up for use by this

customer.

Press SKIP to acknowledge this message and re-enter the Customer

ID.

Thru Price Table

If you only want to copy the displayed Price Table, enter the same Price

Table Code that was entered in the From Price Table field.

If you want to copy a range of Price Tables that have been set up for the

displayed Customer ID, enter the Price Table Code with which to end

copying.

To Customer ID

Enter the new Customer ID, to which the price breaks will be copied.

Error Message:

Duplicates Found! Originals not Rewritten. SKIP to Continue:

This field is displayed only if copying an existing Price Table. The

specified Price Table has already been copied to this Customer ID.

FPD/202 IM - 67


If you are copying a range of tables and this message displays, the

table that has already been copied will not be re-copied, but all the

other tables will still be copied.

Continue? (Y/N)

Y = Copy the specified price breakdowns to the new Price Table. The

cursor moves back to the From Price Table field.

N = Do not copy the price breakdowns. The cursor moves back to the

From Price Table field. At this point you can enter another Price Table

Code to copy or press SKIP to exit the program.

The following fields are displayed only if you are not copying an

existing Price Table.

Price Table Code

If you are creating a new Price Table Code, enter the code.

To display an existing Price Table Code, enter the first character of the

code and press F1 to begin a search through the list of valid Price Table

Codes. Use F2 to scroll forward through the list and F3 to scroll back

through the list.

Customer ID

Enter the Customer ID that you want to associate with the specified Price

Table Code. If you are creating a Price Table, it will apply only to

customers who have the Customer ID entered.

To create a default Price Table for the specified Price Table Code enter 0

(zero). Creating a default table applies the price breaks to any customer

who purchases an item flagged with the specified Price Table Code

(unless a Price Table is created especially for that customer). If you enter

a Price Table Code and Customer ID that already have an existing Price

Table, the table is displayed.

Is New Price Table Being Created? (Y/N)

This field is displayed only if a Customer Price Table is not found for the

specified Price Table Code and Customer ID.

Y = Set up a new Price Table Code or create a new Price Table.

N = Do not set up a new Price Table Code or create a new Price Table.

Last Updated

The sign on date is displayed. Press RETURN to accept this date or enter

a different date in MMDDYY or MMDDYYYY format.

Description

This field is optional.

IM - 68 FPD/202


Comment


Begin Qty

Enter the minimum quantity that the customer must purchase in order to

receive the price break (to be entered in the Price Factor field).

Remember that up to nine levels can be specified, and that each level is

actually a range. For example, if 10 is entered as beginning quantity for

level 1, and 20 is entered as the beginning quantity for level 2, the

customer will receive the price break specified in level 2 only after they

purchase a quantity of 20 or more. The price break in level 1 applies

when a quantity of 10-19 is purchased.

Note: If you are creating a new Price Table Code, the Price Table can be

set up now or at a later time. If you want to set up the table at a later

time, press CMD while. The cursor moves to the Select field, allowing

you to create more codes or exit the program entirely.

Pkg

B = Box

C = Case

E = Each

K = Bulk/Keg

M = Memo

Enter the unit of measure from which the quantity will be calculated. For

example, if 20 is entered as the Begin Qty (in the previous field), and B

is entered in this field, the Price Factor will apply only when 20 boxes of

the item are purchased. A price break cannot be created for a memo line

(M).

The memo line is used as a note line, to record information for viewing

purposes only. It is commonly used to record the base price that a given

vendor charges for the item. It is important to keep in mind that if you do

include a memo line, it must be the last line of the Price Table. For

example, if the last level of pricing is entered on line 14, line 15 should

be used to record the memo.

When the system accesses a Customer Price Table, it searches the table

in order (from line 11 to 19), trying to locate the applicable price level.

As soon as a memo line is located, the system assumes that there are no

more price levels, and that any line that follows is a memo line.

Therefore, if a price break is entered after a memo line it is ignored by

the system, and is considered to be a note, created for display purposes

only.

FPD/202 IM - 69


Net/Disc

D = The discount amount prints separately from the selling price on

picklists and invoices.

N = The discount is included in the selling price. It does not print

separately.

Price Code

Enter the cost from which you want the new price to be figured.

AC = Average Corporate Cost

AW = Average Warehouse Cost

LP = List Price

RC = Replacement Cost.

The selling price of the item can also be increased/decreased based on

the price at which a particular vendor sells the item to you. The prices

that different vendors charge for an item are recorded in Vendor Price

Tables. Vendor Price Tables are created individually for each item and

can contain up to nine levels of pricing (the selling price of nine different

vendors).

To increase/decrease the price based on the price a vendor charges, enter

the Vendor ID, referred to as the Vendor Code in Vendor Price Table

Maintenance (IM/IMP/VPM).

Price Factor

Enter the percentage to be added or subtracted to the cost specified in the

Price Code field.

To subtract a certain percentage when a customer purchases the quantity

specified, enter a negative sign in front of the number. For example, if 50

is entered as the Begin Qty, B is entered as the Pkg, LP is entered as the

Price Code, and -10.0 is entered as the Price Factor, 10% will be taken

off of the List Price, every time the customer purchases 50 boxes of the

specified items.

If a negative sign is not entered in front of the number, the percentage

will be added to the price.

After you have finished creating the table, press CMD. The cursor moves

to the Select field.

Select

Enter the line number of the field you want to change.

To update all the entered information to the Price Table File, press SKIP.

To exit without updating the information to the file, press CMD.

To delete the displayed price table, type DE.

IM - 70 FPD/202


No Update . . . Correct? (Y/N)

This field is displayed only if CMD is pressed while in the Select field.

Y = Exit without saving the information entered on the screen.

N = Do not exit. The cursor moves back to the Select field.

Do You Want To Print A Listing? (Y/N)

This field is displayed as you exit the program.

N = Exit without printing a list of Price Tables.

Y = Display screen two.

See the field explanation below for assistance with the Customer Price

Table Listing screen.

FPD/202 IM - 71



Field Explanation

Whse

Enter the warehouse number.

To print the Price Tables from all warehouses, leave this field blank and

press SKIP.

Error Message:

Invalid Warehouse Or Warehouse Not Available

The warehouse number you have entered is either invalid or not

available.


Print All Warehouses? (Y/N)

If a valid warehouse number is entered in the Whse field, the default is

N. The following explanations do not apply if a warehouse number is

specified in the Whse field.

Y = Prints all Price Tables found, regardless of the warehouse number

for which they were created.

N = Prints only those Price Tables that were created specifically for All

warehouses. Those tables created for a particular warehouse do not print.

IM - 72 FPD/202


Enter Price Table Code

Enter the Price Table Code.

To print all Price Tables in the specified warehouses, leave this field


Enter Customer ID

Enter the Customer ID. If a valid Customer ID is entered in this field,

only those Price Tables that have been created for the specified Price

Table Code and Customer ID print.

To print all Price Tables that meet the specified parameters,

regardless of the Customer ID, leave this field blank and press SKIP.

Any Changes? (Y/N)

This field allows you to check your entries before continuing.

N = Everything is correct and you do not want to make any changes.

Y = You want to change one or all of your entries. The cursor moves to

the first field.

Continue? (Y/N)

Y = Print the specified Price Tables.

N = Exit the program without printing any Price Tables.

FPD/202 IM - 73


Sample Report

IM - 74 FPD/202


COMPANY: 10 SW ENTERPRISES PAGE 1

RUN ID: CPT CUSTOMER PRICE TABLE LISTING 02/16/99

RUN BY: FP 08:22:18 02/16/99

CD CUST WHSE QUANTITY PKG N/D PC FACTOR LAST UPD DESCRIPTION COMMENT

=============================================================================================================================

CK 01 1.000 E N LP GENERIC CARRIAGE BOLT KITS

CK 0 01 1.000 E N LP GENERIC CARRIAGE BOLT KITS

CK 15 01 1.000 E N LP GENERIC CARRIAGE BOLT KITS

FH 0 01 1.000 E N AW 70.00 GENERIC FIN HEX NUTS

FM 0 01 1.000 E N LP 25.00 07/22/96

1.000 B N AW 5.00

1.000 K N AW 2.00

H1 0 01 1.000 E N LP 11/13/96

200.000 E N LP 10.00-

500.000 E N LP 25.00-

501.000 E N RC 35.60

H1 4 01 1.000 E N LP 10.00- 12/16/97

2.000 E N AW 10.00

3.000 E N RC 25.00

4.000 E N LP 35.00-

5.000 E N LP 40.00-

H2 0 01 1.000 E N LP 99.90 GENERIC PRICING FOR GRADE 2

1.000 B N LP

1.000 C D LP 10.00-

1.000 K D LP 20.00-

H2 5 01 1.000 E D LP 10.00- CUSTOMER 5 GRADE 2



H5 0 01 1.000 E N LP 99.90 05/03/15 GENERIC PRICEING FOR GRADE 5

1.000 B D LP 5.00-

2.000 B D LP 7.00-

1.000 C D LP 15.00-

1.000 K N AW 40.00

H8 0 01 08/31/98

MS 15 01 100.000 E N LP 10.00 12/27/96 MISC

500.000 E N LP 25.00

1000.000 B N LP 10.00-

2000.000 B N LP 5.00-

NS 0 01 08/13/98

PI 0 01 07/16/98 PIPE

S0 0 01 06/05/97 S

Price Table Maintenance (IM/IMP/PTM)

This program is no longer used. Use Customer Price Table Maintenance

(IM/IMP/CPT).

FPD/202 IM - 75

PRICE TABLE MAINTENANCE (IM/IMP/PTM)

Vendor Price Table Maintenance (IM/IMP/VPM)

Vendor Price Table Maintenance is used to create Vendor Price Tables. Vendor

Price Tables are created individually for each item. The purpose of the tables is

to record the different prices at which your vendors sell each item to you. The

price charged by up to nine different vendors can be included in each Vendor

Price Table. These prices then display when Part Inquiry (PI) and Order Desk

(OD) are accessed, making it easier and faster for you to quote item prices to

your customers.

Before setting up Vendor Price Tables, you must set up Vendor Price Codes in

System Code Maintenance (SYCD). Vendor Price Codes are set up for each

vendor, as a way of easily identifying them. Therefore, the Vendor Codes are

usually a short representation of the vendor’s name. See The System Code

Maintenance (SYCD) section of the manuals for more information and assistance

in creating Vendor Price Codes.

Once vendor pricing has been established for an item, it can be used to calculate

your selling price. You can increase/decrease the selling price based on the

vendor’s price, using the Customer Price Table Maintenance program

(IM/IMP/CPT). See this section of the manual for more detailed information.


IM - 76 FPD/202


Field Explanation

Vendor Table Code

Enter the Vendor Price Table Code assigned to the vendor for whom you

want to add/change pricing for an item. This entry must be a valid

Vendor Price Table Code.

Error Messages:

INVALID CODE

The code entered is not set up in the System Code File and cannot be

used.

Press RETURN to acknowledge the message and begin again.

Table Full, Can’t Add Another

The displayed item has the maximum of nine Vendor Price Codes

assigned to it. No more Vendor Price Codes can be added.

Press RETURN to acknowledge this message and continue.

Price Factor

The default is 1.00. This is the factor (0.001 - 9.999) by which the

vendor’s price will be increased.

If you are setting up new vendor pricing for items, accept this factor, so

that when you enter the base price, it will not be multiplied by anything

except 1.

If you are changing the base price at which a vendor sells one or multiple

items to you, enter the increased amount. For example, if a vendor has

increased his prices by 15%.15.

When you proceed to the Vendor Table Price field, press RETURN over

the displayed price, and the system will automatically increase the

vendor’s price by the amount entered.

Start With Item

Add/change pricing for one or more items, for the specified vendor. You

can enter a complete item number in this field, if you know the item

number for which you want to add/change pricing.

If you are unsure of the exact item number, or if you want to add/change

pricing for multiple items, enter only a Description Code. To display all

the items with this Description Code, or enter / to display all free-form

item numbers, begin with the first item in the file.

FPD/202 IM - 77

VENDOR PRICE TABLE MAINTENANCE (IM/IMP/VPM)

All Materials

Y = Display all items, regardless of the Material Code.

N = Include only those items with a specific Material Code.

Only Material

This field is displayed only if you enter N in the All Material field.

Enter the Material Code that an item must have in order for it to display.

All Finishes

Y = Display all items that meet the specified parameters, regardless of

the Finish Code.

N = Include only those items with a specific Finish Code.

Only Finish

This field is displayed only if you enter N in the All Finish field.

Enter the Finish Code that an item must have in order for it to display.

All Specials


the Special Code.

N = Include only those items with a specific Special Code.

Only Special

This field is displayed only if you enter N in the All Specials field.

Enter the Special Code that an item must have in order for it to display.

Do not enter the /.

Vendor Table Price

As soon as the cursor moves to this field, the specified item and its

information is displayed. If you are entering pricing for this vendor for

the first time, this field will be blank.

Enter the price at which the vendor sells the displayed item to you. The

price should be entered according to the unit of measure displayed. For

example, if the UM is BX, make sure you enter the price at which the

vendor sells you a box of the specified item, not the price per item.

If the displayed item currently has vendor pricing set up, you may

change the price manually at this time, or press RETURN to accept the

price as displayed.

If you entered a Price Factor by which you want to increase the item

pricing, press RETURN while in this field and the system will

automatically recalculate the vendor’s price.

IM - 78 FPD/202


(Y/N, or Q to Quit)

N = The cursor moves back to the Vendor Table Price field, nothing is

updated,. and the original entry is displayed.

Q = The Vendor Price Table is not updated with the last entry, and the

program is exited.

Y = The Price Table is updated with the information and the next item is

displayed. At this point you can add/change the vendor’s price for this

item, or you can press F1 to display the next item in the file.

The information displayed in the following fields is from the Item Master

record (IM/MAI), and cannot be changed through this program.

Category

The Category code of the item.

Unit of Measure

The unit of measure in which the item is stocked and sold.

Average Cost

The average cost of the item.

FPD/202 IM - 79

VENDOR PRICE TABLE MAINTENANCE (IM/IMP/VPM)

Customer Price Listing (IM/IMP/CPL)

The Customer Price Listing program is used to print a price list for specific

customers. The price lists contain all the items on which the specified customer

receives special pricing, followed by the price breakdowns. The system prints the

price breakdowns set up in the Price Tables, which can be generic, customer

specific or a combination of both. The tables are user-created, edited, and deleted

through Customer Price Table Maintenance.

This listing can be printed only if box, keg, and case quantities are set up in the

price tables. See the Customer Price Table Maintenance section (IM/IMP/CPT)

for detailed information regarding Customer Price Tables.


The first screen in this program is the Standard Inventory Report Options, which

allows you to specify the items or type of items to include in the report. Refer to

the Introduction of the Inventory Management section for detailed field

explanations on the Standard Inventory Report Options.


IM - 80 FPD/202


Field Explanation

Customer Number

Enter the customer number.

Refer to the bottom of the screen for assistance in using the function keys

to access and scroll through the list of valid customer numbers. Once a

valid customer number is entered, the appropriate name, city, state, and

business phone display.

This information is retrieved from the Customer Master Record

(CP/MAI) and cannot be changed through this program.

Error Message:

Invalid Entry, Function, or End Of File . . . SKIP

Either an invalid customer number was entered, the wrong function

key was pressed, or the end of the file was reached while scrolling

through the list of valid customer numbers.


Comment For The Price List


Enter the comment you want to print on the price list. The comment will

print on the top, center of the page. If you do not want a comment to

print on the list, leave this field blank and press SKIP.

Any Changes? (Y/N)

This field allows you to check your entries.

N = Everything is correct and you do not need to make any changes.

Y = You want to change one or all of your entries. The cursor moves

back to the Customer Number field.


Y = Print the price list as specified.

N = Exit the program without printing the list.

FPD/202 IM - 81

CUSTOMER PRICE LISTING (IM/IMP/CPL)

Sample Report

IM - 82 FPD/202



RUN ID: CPL CUSTOMER PRICE LIST - 18 WHSE: 01 07/25/96

RUN BY: WPD WE APPRECIATE YOUR BUSINESS!!!!!! 10:15:20 03/25/97

——-BOX———— ——-CASE———- ——-KEG————

ITEM DESCRIPTION ABC SHORTNAME CAT UM COUNT PRICE/UM COUNT PRICE/UM COUNT PRICE/UM

=============================================================================================================================

/ASST-SP-35 #SP-35 ROLL PIN ASSORTMENT SP-35 PIN EA 1 4.99 3.49 2.50

/BERG-CL-2 BERG CL-2 SPRING POST CL2 PBA C 100 70.00 49.00 35.00

/CH-603-1/2-1/2 ½" X ½" #603 DBLE END 4-FL CH EA 1 19.89 13.92 9.95

/CH-705-25/64 25/64" #705 JOBBER DRILL BIT CH EA 12 4.43 3.10 2.22





/HEL-1185-06CN-27 HELICOIL 1185-06CN-276 (6-32 X 1185-06CN-276 HI C 100 0.91 0.64 0.46

/HEL-20211 HELICOIL 1/4-20 SAV A THREAD K 20211 HI EA 100 13.80 9.66 6.90

/KNHL813 KNHL813 KNHL813 TRS C 10 1500.00 1050.00 750.00

/MS16997-101 MS 16997-101 3/8-16 X 1-1/2 SO 16997-101 AMN C 100 197.00 137.90 98.50

/MS20426A3-4 MS20426A3-4 RIVET ALUMINUM AMN C 5000 5.00 3.50 2.50

/MS20426B4-4 MS 20426B4-4 RIVET ALUMINUM 20426B4-4 AMN C 2810 5.00 3.50 2.50

/MS20470B3-8 MS 20470 B3-8 ALUM RIVET 20470B3-8 RA C 2250 5.00 3.50 2.50

/MS24665-132 MS 24665-132 1/16 X ½ COTTER 24665-132 AMN C 100 5.00 3.50 2.50

/MS24665-134 MS 24665-134 1/16 X 3/4 COTTER 24665-134 AMN C 100 5.50 3.85 2.75

/MS24665-497 MS 24665-497 3/16 X 1-3/4 COTT 24665-497 AMN C 100 8.50 5.95 4.25

/MS24693-S273 MS 24693-S273 10-32 X 5/8 P- F 24693-S273 AMN C 100 16.00 11.20 8.00

/MS24693-S28 MS 24693-S28 6-32 X ½ PHIL F 24693-S28 AMN C 100 7.00 4.90 3.50

/MS24693-S29 MS 24693-S29 6-32 X 5/8 PHIL F 24693-S29 AMN C 100 8.00 5.60 4.00




Customer Price Table Copy (IM/IMP/CPTC)

Customer Price Table Copy can be used to delete Price Tables or copy Price

Tables from one warehouse to another. Copying Price Tables from one

warehouse to another can be useful if you are adding a new warehouse. Instead

of re-entering Price Tables that have already been created for one warehouse, this

program can be used to copy any or all tables from an existing warehouse to the

new warehouse.

Customer Price Tables are user-created and edited through Customer Price Table

Maintenance (IM/IMP/CPT). See this section of the manual for definitions and

detailed information on Customer Price Tables.


Field Explanation

Copy/Delete from Warehouse No.:

Enter the warehouse number from which to copy or delete Price Tables.

To copy or delete Price Tables from all warehouses, leave this field


Error Message:

Invalid Warehouse Or Warehouse Not Available.

You must enter a valid warehouse number.


FPD/202 IM - 83

CUSTOMER PRICE TABLE COPY (IM/IMP/CPTC)

Copy or Delete? (C/D)

C = Copy all or a range of Price Tables from the specified warehouse to

a new warehouse.

D = Delete all or a range of Price Tables from the specified warehouse.

Copy All Price Table Codes? (Y/N)

Y = Copy/delete (depending on what you selected in the previous field)

all Price Tables, regardless of the Price Table Code.

N = Copy/delete only those Price Tables associated with one or a range

of Price Table Codes.

Copy From Price Table Code

Copy To Price Table Code

These fields are displayed only if you have selected to copy those Price

Tables affiliated with one or a range of Price Table Codes.

Enter the range of codes to copy. If you select to copy a Price Table

Code that does not yet have a Price Table created, the code will still be

copied.

Delete From Price Table Code

Delete To Price Table Code

These fields are displayed only if you have selected to delete those Price

Tables affiliated with one or a range of Price Table Codes.

Enter the range of codes to delete. If you select to delete a Price Table

Code that does not yet have a Price Table created, the code will still be

deleted.

Copy All Customer ID’s? (Y/N)

Y = Copy/delete (depending on what you selected) all specified Price

Tables, regardless of the Customer ID.

N = Copy/delete only those Price Tables associated with one or a range

of Customer IDs.

Copy From Customer ID Code

Copy To Customer ID Code

These fields are displayed only if you have selected to copy a range of

Customer IDs.

Enter the range of Customer IDs to copy.

The entries made in these fields will only affect the Price Table Codes

specified. For example, if you selected to copy only the Price Tables

associated with the Price Table Code AB, then the range of Customer

ID’s entered in these fields will be copied only if a Price Table has been

created with the AB Price Table Code.

IM - 84 FPD/202


Delete From Customer ID Code:

Delete To Customer ID Code:

These fields are displayed only if you have selected to delete a range of

Customer IDs.

Enter the range of Customer IDs to delete.

The entries made in these fields will only affect the Price Table Codes

specified. For example, if you selected to delete only those Price Tables

associated with the Price Table Code AB, then the range of Customer

IDs entered in these fields will be deleted only if a Price Table has been

created with the AB Price Table Code.

New Warehouse No.

This field is available only if copying Price Tables from one warehouse

to another.

Enter the warehouse number to which the Price Tables will be copied.

All Correct? (Y/N)


Y = Everything is correct.

N = You want to change one or all of your entries, enter N, and the

cursor moves back to the first field.


Y = Copy/delete the Price Tables as specified.

N = Exit the program without copying/deleting any Price Tables.

If you selected the copy option, “__ Records Were Copied” displays at

the bottom of the screen, indicating the number of records copied to the

new warehouse.

Copy or Delete More? (Y/N)

This field is displayed only if you copied Customer Price Tables.

Y = Return the cursor to the first field on the screen.


FPD/202 IM - 85

CUSTOMER PRICE TABLE COPY (IM/IMP/CPTC)

Inventory Price Listing (IM/IMP/PPL)

The Inventory Price Listing program is used to print price lists for all or specific

items. There are five columns on the report, allowing you to print five different

prices for each item. The prices can be based on the list price, replacement cost,

average cost, or the price a vendor charges for the item.

A multiplier can be factored in to each price, to markup or markdown each price.

The multiplier can be figured into each of the five columns or selected columns

only.


The first screen in this program is the Standard Inventory Report Options. This

screen allows you to specify which items or type of items you want to include in

the report. Refer to the Introduction of the Inventory Management section for

detailed field explanations on the Standard Inventory Report Options.


Field Explanation

Whse

The warehouse number entered in the Standard Inventory Report Options

Screen (first screen) displays in this field, and cannot be modified.

IM - 86 FPD/202


L/R/A/W/V

The cursor moves to the first line of this column. Enter the pricing option

that you want to print in column one of the listing.

L = List Price

R = Replacement Cost

A = Average Corporate Cost

W = Average Warehouse Cost

V = Vendor Price.

Enter Vendor Code

This field is displayed only if V (Vendor Price) is entered in the previous

field.

Enter the Vendor Code.

If you are unsure of the Vendor Code, enter only one character and press

F1 to access the list of valid Vendor Table Codes. Press F3 to scroll

through the list.

Is This Correct? (Y/N)

This field refers to the entry in the Vendor Code field only.

Y = The Vendor Code is correct.

N = The Vendor Code is incorrect. The cursor moves to the previous

field.

Error Messages:

End of File

The last Vendor Price Code in the System Code File has been

displayed.

Enter a valid Vendor Price Code.

Invalid Code

The Vendor Price Table Code entered cannot be found in the System

Code File.

Enter a valid Vendor Code or access the list of valid Vendor Codes

by using the function keys as described at the bottom of the screen.

FPD/202 IM - 87

INVENTORY PRICE LISTING (IM/IMP/PPL)

Factor

The number in this field is the factor (.001 - 9.9999) by which the prices

in the corresponding column will be multiplied. For example, if you want

to increase the price by 30%, enter 30.

Enter 1.00 to print the pricing option without a markup or markdown.

After a valid entry is made in this field, the cursor moves to the

L/R/A/W/V field of the next line. At this point you can enter the next

pricing option to be included on the listing, or press CMD if you are

finished.

Any Changes? (Y/N)

This field allows you to check your entries. If everything is correct and

you do not wish to make any changes.

Y = You want to change one or all of the entries. The cursor moves to

the first field of line one.

N = Entries are correct.


Y = Print the listing as specified.


Sample Report

IM - 88 FPD/202



RUN ID: ULP LIST PRICE UPDATE 07/25/96

RUN BY: WPD 12:37:11 03/25/97

ITEM DESCRIPTION UNIT OLD LIST PRICE NEW LIST PRICE

=============================================================================================================================

/054X375X015 FLAT WASHER .054 X .375 X .015 STEEL PLAIN C 13.00 14.30

/1.00X1.50X.125B 1.00 X 1.50 X .125 F/W BRASS C 325.00 357.50

/1.062X1.625X031B 1.062 X 1.625X .031 F/W BRASS C 82.00 90.20

/1.062X1.625X250B 1.062 X 1.625X .250 F/W BRASS C 160.00 176.00

/1.062X1.875X125B 1.062 X 1.875X .125 F/W BRASS C 355.00 390.50

/1.25X3.0X016P 1.250 X 3.00 X .016 F/W COPPER C 1630.00 1793.00

/1.312X5.00X.18GALV 1 5/16 X 5 X 3/16 FLAT WASHER GALV C 16.00 17.60

/1.31X2.375X.125B 1.312 X 2.375 X .125 F/W BRASS C 18.90 20.79

/1.375X1.875X090B 1.375 X 1.875 X .090 F/W BRASS C .00 .00

/1.375X1.875X125B 1.375 X 1.875 X .125 F/W BRASS C .00 .00

/1.375X2.50X125B 1.375 X 2.50 X .125 F/W BRASS C .00 .00

Vendor Price Listing (IM/IMP/VPL)

The Vendor Price Listing program is used to print a list of a particular vendor’s

item prices. In System Code Maintenance (SYCD) each vendor is assigned a

Vendor Price Table Code. Using this code in Vendor Price Table Maintenance

(IM/IMP/VPM), the vendor’s prices can be entered and stored in a Price Table.

When you print a vendor price listing for a particular vendor, the system accesses

the Vendor Price Table created in Vendor Price Table Maintenance, and prints

the pricing recorded in it. See the Vendor Price Table Maintenance

(IM/IMP/VPM) section of the manual for detailed information on creating a

Vendor Price Table.


The first screen in this program is the Standard Inventory Report Options. This

screen allows you to specify which items or type of items you want to include in

the report. Refer to the Introduction of the Inventory Management section for

detailed field explanations on the Standard Inventory Report Options.


FPD/202 IM - 89

VENDOR PRICE LISTING (IM/IMP/VPL)

Field Explanation

Print For Vendor Code

Enter the Vendor Code.

To avoid the “Invalid Vendor Code” error message from displaying,

enter the first digit of the code, and press F1 to access the list of valid

Vendor Codes, beginning with the digit entered. Refer to the bottom of

the screen for assistance in using the function keys to scroll through the

list.

To accept the displayed Vendor Code, press RETURN.

Error Messages:

End of Valid Vendor Codes

You have reached the last Vendor Price Code in the System Code

File.

Press RETURN to acknowledge this message, and scroll through the

list in reverse order or enter a valid Vendor Price Code.

Invalid Vendor Code

The Vendor Price Code entered cannot be found in the System Code

File.

Enter a valid Vendor Price Code.

Pass through the beginning of the Valid Vendor Codes

You have reached the first Vendor Price Code in the System Code

File.

Press RETURN to acknowledge this message, and scroll through the

list in reverse order or enter a valid Vendor Price Code.

Any Changes (Y/N)?

If you have entered the correct Vendor Code and do not wish to change

it.

Y = The cursor moves back to the Print For Vendor Code field, allowing

you to re-enter the Vendor Code.

N = Entries are correct.

Do You Want To Continue (Y/N)?

Y = Print the list for the Vendor Code, as specified in the first screen.

B = Exit the program without printing the list.

IM - 90 FPD/202


Sample Report

FPD/202 IM - 91

VENDOR PRICE LISTING (IM/IMP/VPL)


RUN ID: VPL VENDOR PRICE LIST 03/25/97

RUN BY: WPD VENDOR : HT WHSE : 01 11:31:08 03/25/97

ITEM DESCRIPTION WHSE REPL COST LIST PRICE VEND PRICE UM DATE

=============================================================================================================================

/054X375X015 FLAT WASHER .054 X .375 X .015 STEEL PLAIN 01 12.00 13.00 11.50 C 03/25/97

/1.00X1.50X.125B 1.00 X 1.50 X .125 F/W BRASS 01 315.00 325.00 285.00 C 03/25/97

/1.062X1.625X031B 1.062 X 1.625X .031 F/W BRASS 01 75.00 82.00 72.00 C 03/25/97

/1.062X1.625X250B 1.062 X 1.625X .250 F/W BRASS 01 150.00 160.00 137.00 C 03/25/97

/1.062X1.875X125B 1.062 X 1.875X .125 F/W BRASS 01 340.00 355.00 299.00 C 03/25/97

/1.25X3.0X016P 1.250 X 3.00 X .016 F/W COPPER 01 1590.00 1630.00 1563.00 C 03/25/97

/1.312X5.00X.18GALV 1 5/16 X 5 X 3/16 FLAT WASHER GALV 01 12.00 16.00 8.50 C 03/25/97

/1.31X2.375X.125B 1.312 X 2.375 X .125 F/W BRASS 01 18.90 22.00 C 03/25/97

25CNFH0Z 1/4-20 FINISHED HEX NUT ZINC 01 .42 .43 C 07/10/95

End Of Report.

List Price Table Codes (IM/IMP/PPT)

The List Price Table Codes program is used to print items and their assigned

Price Table Codes. You can print all items flagged with a code or only those

items that are flagged with a specific Price Table Code. The items can be printed

in item number, Category code, or short name sequence.

Price Table Codes are created and defined in Customer Price Table Maintenance

(IM/IMP/CPT). See this section of the manual for detailed information on Price

Table Codes.


Field Explanation

Print All Items With Price Table Code:

Enter the Price Table Code of the items to print.

To include all items with a Price Table Codes, leave this field blank and

press SKIP.

Print By Item, Category, or Shortname? (I/C/S)

I = Print the list by item number.

C = Print the list in Category code sequence.

S = Print the list in short name sequence.

CONTINUE? (Y/N)

Y = Print the list as specified.


IM - 92 FPD/202


Sample Report

FPD/202 IM - 93

LIST PRICE TABLE CODES (IM/IMP/PPT)


RUN ID: QPT PRICE TABLE CODE REPORT 03/25/97

RUN BY: WPD 11:36:16 03/25/97

PT ITEM DESCRIPTION SHORTNAME CATEGORY

============================================================================================================================

1 /054X375X015 FLAT WASHER .054 X .375 X .015 STEEL PLAIN 054X375X015 WFL

1 /1.00X1.50X.125B 1.00 X 1.50 X .125 F/W BRASS BRS

0 /1.062X1.625X031B 1.062 X 1.625X .031 F/W BRASS BRS

AA /1.062X1.625X250B 1.062 X 1.625X .250 F/W BRASS BRS

A1 /1.062X1.875X125B 1.062 X 1.875X .125 F/W BRASS BRS

0 /1.25X3.0X016P 1.250 X 3.00 X .016 F/W COPPER BRS

1 /1.312X5.00X.18GALV 1 5/16 X 5 X 3/16 FLAT WASHER GALV WFL

B1 /1.31X2.375X.125B 1.312 X 2.375 X .125 F/W BRASS BRS

B1 /1.375X1.875X090B 1.375 X 1.875 X .090 F/W BRASS BRS

2 /1.375X1.875X125B 1.375 X 1.875 X .125 F/W BRASS BRS





0 /130X250X010B #5 .130 X .250 X .010 F/W BRASS BRS

0 /1340-2013-7 IMED SPECIAL FRICTION STRIP 1340-2013-7 MBS

0 /156X320X031 #6 X .320 X .031 FLATWASHER NYLON W3128 NYL

0 /15795-209 15795-209 #12 FLATWASHER CAD II 15795-209 WFL

0 /15795-217 15795-217 7/16 FLATWASHER CAD II 15795-217 WFL

0 /15795-518 15795-518 FLAT WASHER COPPER BRS

0 /15795-802 15795-802 #2 FLAT WASHER 18-8 15795-802 SFL

0 /15795-803 15795-803 #4 FLAT WASHER 18-8 15795-803 SFL

0 /15795-805 15795-805 #6 FLAT WASHER 18-8 15795-805 SFL

0 /15795-806 15795-806 #6 FLAT WASHER 18-8 15795-806 SFL

0 /15795-807 15795-807 #8 FLAT WASHER 18-8 15795-807 SFL

0 /15795-808 15795-808 #10 FLAT WASHER 18-8 15795-808 SFL

0 /15795-809 15795-809 #12 FLAT WASHER 18-8 15795-809 SFL

0 /15795-810 15795-810 1/4" FLAT WASHER 18-8 15795-810 SFL

0 /15795-813 15795-813 5/16" FLAT WASHER 18-8 15795-813 SFL

0 /15795-814 15795-814 3/8 FLAT WASHER 18-8 15795-814 SFL

0 /15795-816 15795-816 7/16 FLAT WASHER 18-8 15795-816 SFL

0 /15795-817 15795-817 7/16 FLAT WASHER 18-8 15795-817 SFL

0 /15795-820 15795-820 5/8 FLAT WASHER 18-8 15795-820 SFL

0 /15795-841 15795-841 #8 SAE WASHER 18-8 S/S 15795-841 WFL

0 /15795-842 15795-842 #10 FLAT WASHER 18-8 15795-842 SFL

0 /15795-913 15795-913 5/16 FLATWASHER BRASS/CAD 15795-913 WFL

0 /15975-803 15975-803 #4 STAINLESS WASHER 15975-803 SFL

0 /187X250X016SS .187 X .250 X .016 S/S SHIM WASHER SS1-21 SFL

0 /189X.5X05 FLAT WASHER .189 X .5 X .05 STEEL WFL

0 /200X438X063B #10 .200 X .437 X .063 F/W BRASS BRS

0 /203X500X049P #10 .203 X .500 X .049 F/W COPPER BRS

0 /20FA420 FLEXLOC 20 FA 420 20FA420 LNS


0 /20FC524 FLEXLOC 20 FC 524 20FC524 LNS

0 /21919-WH4 21919-WH4 CABLE CLAMP 21919-WH4 MBS




0 /21FAF518 FLEXLOC 21 FAF 518 21FAF518 LNS



0 /21FC1032 FLEXLOC 21 FC 1032 21FC1032 LNS

Change Price Table Codes (IM/IMP/CHP)

The Change Price Table Codes program is used to re-assign items from one Price

Table Code to another. Items can only be re-assigned to an existing Price Table

Code. You cannot create a new code and assign it to an item through this

program. Price Table Codes must be created in Customer Price Table

Maintenance (IM/IMP/CPT) before an item can be re-assigned to it through this

program. See the Customer Price Table Maintenance section of the manual for

detailed information on setting up new Price Table Codes.


Field Explanation

Old Price Table Code

Enter the Price Table Code of the items you want to change.

New Price Table Code

Enter the new Price Table Code to be re-assigned to the items.

Remember that the new code must be a valid Price Table Code that has

already been created in Customer Price Table Maintenance

(IM/IMP/CPT).

Error Message:

Code Nonexistent - SKIP To Try Again

The Price Table Code is not in the Price Table File (IM/IMP/CPT).

Press SKIP to acknowledge the message. The cursor moves back to

the Old Price Table Code field, allowing you to begin again.

IM - 94 FPD/202


Change All Items? (Y/N)

To change the code of all items assigned to the old Price Table Code.

To change the code of a range of items only.

Range of Items, Shortnames, or Categories? (I/S/C)

This field is displayed only if changing the Price Table Code of a range

of items.

I = Specify the range of items by item number.

S = Specify the range of items by short name.

C = Specify the range of items by Category code.

From _______

To _______

This field is displayed only if changing the Price Table Code of a range

of items.

Enter the range of item numbers, short names, or Category codes

(depending on which option you selected in the previous field) for which

to change the Price Table Code.

All Materials (Y/N)?

Y = Include all items, regardless of their Material Code.

N = Include only those items that have a particular Material Code.

Only Material

This field is displayed only if all Material Codes are not selected.

Enter the Material Code that an item must have in order for it to be

included.

All Finishes (Y/N)?

Y = Include all items, regardless of their Finish Code.

N = Include only those items that have a particular Finish Code.

Only Finish

This field is displayed only if all Finish Codes are not selected.

Enter the Finish Code that an item must have in order for it to be

included.

All Specials (Y/N)?

Y = Include all items, regardless of the Special Code.

N = Include only those items that have a particular Special Code.

FPD/202 IM - 95

CHANGE PRICE TABLE CODES (IM/IMP/CHP)

Only Special

This field is displayed only if all Special Codes are not selected.

Enter the Special Code that an item must have in order for it to be

included.

Continue? (Y/N)

Y = Change the Price Table Codes of the specified items.

N = Exit the program without changing any of the item’s Price Table

Codes.

IM - 96 FPD/202


Update List Price By Percent (IM/IMP/LPU)

The Update List Price By Percent program is used to change the list price of

items based on a specified percentage. This program allows you to update the list

prices of all or a range of items in one or more warehouse. You are given the

option to print a report only (showing the old and new list prices), print a report

and update the list, or update the list only.


Field Explanation

Whse

Enter the warehouse number in which to change the list prices of the

items.

To change the list prices of items from all warehouses, leave this field


Print Whole File? (Y/N)

Y = Print and update the list prices of all items in the Item Master File

(IM/MAI).

N = Print and update the list prices of a range of items only.

In Item, Category Or Shortname Sequence? (I/C/S)

I = Print and update the items by item number.

C = Print and update the items in Category code sequence.

S = Print and update the items in short name sequence.

FPD/202 IM - 97

UPDATE LIST PRICE BY PERCENT (IM/IMP/LPU)

Print From _____

To______

Enter the range of item numbers, Category codes, or short names

(depending on which option you selected in the previous field) to print

and update.

Report Only, Report And Update, Update Only? (R/B/U)

R = Prints a list of the specified items with the old and new list prices.

This is simply a report of the items that would be updated. The Item

Master File is not affected.

B = Updates the Item Master File with the new list prices, and prints a

report of the new and old list prices for the specified items.

U = Updates the Item Master File without printing a report.

All Materials? (Y/N)

Y = Include all specified items, regardless of their Material Code.

N = Include only those items that have a particular Material Code.

Only Material

This field is displayed only if all Material Codes are not selected.


included.

All Finishes? (Y/N)

Y = Include all specified items, regardless of their Finish Code.

N = Include only those items that have a particular Finish Code.

Only Finish

This field is displayed only if all Finish Codes are not selected.


included.

All Specials? (Y/N)

Y = Include all specified items, regardless of their Special Code.

N = Include only those items that have a particular Special Code.

Only Special

This field is displayed only if all Special Codes are not selected.


included.

IM - 98 FPD/202


Use Avg. Cost, Repl. Cost, or List Price For Update? (A,R,L)

A = Update the average cost by a factor or percent.

R = Update the replacement cost by a factor or percent..

L = Update the list price by a percent.

Markup By Factor Or Percent? (F,P)

This field is displayed if you entered A or R in the previous field.

Enter F (factor) or P (percent).

Factor Markup

This field is displayed only if you entered F in the previous field.

Enter the user-defined factor by which to increase or decrease costs. To

decrease the costs, enter a minus sign before the number.

Percent Markup (10 = 10%)

Enter the percentage by which to increase or decrease the costs or list

prices.

To decrease the current costs or list prices, enter a minus sign before the

number. You do not need to enter the %.

Continue? (Y/N)

Y = Print or update the list price of the specified items.

N = Exit the program without printing a report or updating the list price

of the items.

Sample Report

FPD/202 IM - 99

UPDATE LIST PRICE BY PERCENT (IM/IMP/LPU)



RUN BY: WPD REPORT ONLY - NO UPDATE 12:42:17 03/25/97


=============================================================================================================================


/1.00X1.50X.125B 1.00 X 1.50 X .125 F/W BRASS C 357.50 429.00

/1.062X1.625X031B 1.062 X 1.625X .031 F/W BRASS C 90.20 108.24

/1.062X1.625X250B 1.062 X 1.625X .250 F/W BRASS C 176.00 211.20

/1.062X1.875X125B 1.062 X 1.875X .125 F/W BRASS C 390.50 468.60

/1.25X3.0X016P 1.250 X 3.00 X .016 F/W COPPER C 1793.00 2151.60


/1.31X2.375X.125B 1.312 X 2.375 X .125 F/W BRASS C 20.79 24.95

/1.375X1.875X090B 1.375 X 1.875 X .090 F/W BRASS C .00 .00

Update List Price (IM/IMP/ULP)

Update List Price is used to change the current list price of items to the price

charged by a specific vendor. The system locates each item that the specified

vendor sells by accessing the Vendor Price Tables (IM/IMP/VPM). The prices

are then updated to the master record of the appropriate items. This program

automatically updates the list prices in every warehouse in which the items are

stocked and sold.

For detailed information on creating and editing a Vendor Price Table, see the

Vendor Price Table Maintenance (IM/IMP/VPM) section of the manual.


Field Explanation

Vendor Code

Enter the Vendor Code with whose prices you want to replace your

current list prices. Once a valid code is entered, the name of the vendor

assigned to the code is displayed. This allows you to confirm that you

have entered the correct code, before running the program.


Y = Run the program as specified.

N = Exit the program without changing any of your list prices.

IM - 100 FPD/202


Sample Report

FPD/202 IM - 101

UPDATE LIST PRICE (IM/IMP/ULP)



RUN BY: WPD REPORT ONLY - NO UPDATE 11:44:00 03/25/97


=============================================================================================================================


/1.00X1.50X.125B 1.00 X 1.50 X .125 F/W BRASS C 325.00 406.25

/1.062X1.625X031B 1.062 X 1.625X .031 F/W BRASS C 82.00 102.50

/1.062X1.625X250B 1.062 X 1.625X .250 F/W BRASS C 160.00 200.00

/1.062X1.875X125B 1.062 X 1.875X .125 F/W BRASS C 355.00 443.75

/1.25X3.0X016P 1.250 X 3.00 X .016 F/W COPPER C 1630.00 2037.50


/1.31X2.375X.125B 1.312 X 2.375 X .125 F/W BRASS C 18.90 23.63

/1.375X1.875X090B 1.375 X 1.875 X .090 F/W BRASS C .00 .00

/1.375X1.875X125B 1.375 X 1.875 X .125 F/W BRASS C .00 .00

/1.375X2.50X125B 1.375 X 2.50 X .125 F/W BRASS C .00 .00

/1.531X2.50X016B 1.531 X 2.50 X .016 F/W BRASS C .00 .00

/1.531X2.50X125B 1.531 X 2.50 X .125 F/W BRASS C .00 .00

/1.625X3.00X125B 1.625 X 3.00 X .125 F/W BRASS C .00 .00

/130X250X010B #5 .130 X .250 X .010 F/W BRASS C .00 .00

/1340-2013-7 IMED SPECIAL FRICTION STRIP 1340-2013-7 C .00 .00

/156X320X031 #6 X .320 X .031 FLATWASHER NYLON C .00 .00

/15795-209 15795-209 #12 FLATWASHER CAD II C .00 .00

/15795-217 15795-217 7/16 FLATWASHER CAD II C .00 .00

/15795-518 15795-518 FLAT WASHER COPPER C .00 .00

/15795-802 15795-802 #2 FLAT WASHER 18-8 C .00 .00

/15795-803 15795-803 #4 FLAT WASHER 18-8 C .00 .00

/15795-805 15795-805 #6 FLAT WASHER 18-8 C .00 .00

/15795-806 15795-806 #6 FLAT WASHER 18-8 C .00 .00

/15795-807 15795-807 #8 FLAT WASHER 18-8 C .00 .00

/15795-808 15795-808 #10 FLAT WASHER 18-8 C .00 .00

/15795-809 15795-809 #12 FLAT WASHER 18-8 C .00 .00

/15795-810 15795-810 1/4" FLAT WASHER 18-8 C .00 .00

/15795-813 15795-813 5/16" FLAT WASHER 18-8 C .00 .00

/15795-814 15795-814 3/8 FLAT WASHER 18-8 C .00 .00

/15795-816 15795-816 7/16 FLAT WASHER 18-8 C .00 .00

/15795-817 15795-817 7/16 FLAT WASHER 18-8 C .00 .00

/15795-820 15795-820 5/8 FLAT WASHER 18-8 C .00 .00

/15795-841 15795-841 #8 SAE WASHER 18-8 S/S C .00 .00

/15795-842 15795-842 #10 FLAT WASHER 18-8 C .00 .00

/15795-913 15795-913 5/16 FLATWASHER BRASS/CAD C .00 .00

/15975-803 15975-803 #4 STAINLESS WASHER C .00 .00

/187X250X016SS .187 X .250 X .016 S/S SHIM WASHER C .00 .00

/189X.5X05 FLAT WASHER .189 X .5 X .05 STEEL C .00 .00

/200X438X063B #10 .200 X .437 X .063 F/W BRASS C .00 .00

Delete Vendor Price Table (IM/IMP/DVP)

The Delete Vendor Price Table program is used to delete a specific Vendor Code

from the Vendor Price Table of all or a range of items. The code still remains a

valid Vendor Code in System Code Maintenance (SYCD), it is simply deleted

from the Price Tables of the specified items. This program can be useful if you

are no longer doing business with a specific vendor, and you want to delete their

prices from your records.

For detailed information on creating and editing a Vendor Price Table, see the

Vendor Price Table Maintenance (IM/IMP/VPM) section of the manual.



allows you to specify the items or type of items to be deleted from the Vendor

Price Table. Refer to the Introduction of the Inventory Management section for

detailed field explanations of the Standard Inventory Report Options.


IM - 102 FPD/202


Field Explanation

The following field explanations apply the second screen of the Delete Vendor

Price Table program.

Delete Vendor Code

Enter the Vendor Price Table Code to delete from the Vendor Price

Tables.

To access the list of valid Vendor Codes, enter one character and press

F1. Use F3 and F4 to scroll forward and back through the list of codes.

To accept a displayed Vendor Price Table Code, press RETURN.

Error Messages:

End of Valid Vendor Codes

You have reached the end of the Vendor Code File, while scrolling

through the list of codes.

Press RETURN to acknowledge this message and enter a valid

Vendor Code or scroll through the list in the opposite direction.

Invalid Vendor Code

The code entered cannot be found in the Vendor Code File.

Press RETURN to acknowledge this message and enter a valid code

or use the function keys to access the list of valid Vendor Codes.

Pass through the beginning of the valid vendor codes.

You have reached the beginning of the Vendor Code File, while

scrolling through the list of codes.

Press RETURN to acknowledge this message and enter a valid

Vendor Code or scroll through the list in the opposite direction.

Any Changes? (Y/N)

Y = The cursor moves back to the Delete Vendor Code field, allowing

you to change the Vendor Code entered.

N = The following field is displayed. N is the default.


Y = Delete the Vendor Code from the specified Vendor Price Tables.

N = Exit the program without deleting the Vendor Code from any

Vendor Price Tables.

FPD/202 IM - 103

DELETE VENDOR PRICE TABLE (IM/IMP/DVP)

Update Items From A Vendor Supplied File(IM/IMP/UPIM)

The Update Items From A Vendor Supplied File program allows vendors to send

their updated inventory listing to you on a floppy disk. Using the supplied

diskette, pricing information is automatically updated to the existing Item Master

records. The diskette must be created in ASCII Fixed Format.

Vendors can supply a disk containing either item numbers for creation or pricing

for updating.

Example of data on a Vendor supplied diskette

Item # Item Description List Price Repl. Cost UM

col 1-30 col 31-80 col 81-90 col 91-100 col 101-102

25NUPI CR/MAI 10.00 2.00 C

50NUPI NEW PART 11.00 3.00 M

75NUPI CR/MAI 12.00 4.00 E

100NUPI NEW PART 13.00 5.0 EA

UPI25 NEW SLASH PART 14.00 6.00 C

UPI75 NEW SLASH PART 15.00 7.00 M

UPI100 NEW SLASH PART 16.00 8.00 E

25C100BCGZ EXISTING FASPAC 17.00 9.00 EA

25C175BCG EXISTING FASPAC 18.00 10.00 C

HCS C025000505 INTERNAL FASPAC 19.00 11.00 M

HCS C025000505 50 INTERNAL FASPAC 20.00 12.00 M

When information is updated to FASPAC the following criteria is used:

• The Cross Reference file is checked for the existing Vendor Cross

Reference Number. If the item number on the disk is found in CR/MAI as

a vendor cross reference, then the item information is updated to the

existing FASPAC item number.

• IM/MAI is checked to see if the item currently exists. If it does exist, the

unit of measure from the Item Master is used. Any pricing found in

different UM are calculated to reflect the existing Item Master’s unit of

measure. Vendors can supply either the FASPAC internal part number

(HCS C025000505) or the external FASPAC part number (25C50HCS5).

If you are using your vendor’s part number as the FASPAC /part number,

the diskette must contain the part numbers beginning with the slash (/).

IM - 104 FPD/202


• If item number is not found, a new item number (im01) will be created as

a slash part number. Each item number will start with the 2 digit vendor

price code from SYCD associated on the vendor master screen. If there is

no vendor code found on the vendor master then the first 2 digits of the

slash part number will be 2 blanks. The item master will be updated with

the:

– Vendor Price table code as the category and customer price table (CPT).

– Price from the disk will be placed into the replacement cost field

– The 5 digit vendor number will display in the vendor field

– The item number from the disk will display in the vendor item number

field

– The unit of measure from disk will display in the item’s UM.

– If no vendor code found on vendor master the category and price table

fields will be updated with blanks.

– The vendor price code will be used as the category code and pricing

table code.

• Warehouse records are not created; they must be done manually. If

updating List Price and the item (existing or new) does not have a

warehouse record for which UPIM was run, an error message will be

generated

• A report will always print showing all information from disk, any cost

figures which were updated and any errors found. (Headings are:)

– Vendor Item—Item number found in positions 1- 30 on disk.

– Item Description—Description found in positions 31 - 80 on disk.

– List Price—Amounts found in positions 81 - 90 on disk.

– Vendor Cost—Amounts found in positions 91 - 100 on disk.

– U/M—Values found in positions 101-102 on disk.

– New List—If list price from disk were to be updated, amounts to be

used are listed.

– New Cost—If replacement cost from disk were to be updated, amounts

to be used are listed. These amounts are automatically updated to the

vendor price table file if the item is a new item number to FASPAC.

– Exception—Messages

– Exception—Will print the status of record updated to FASPAC.

Messages are: new list or cost = 0, Invalid UM, Vendor Item Invalid,

New Item or Whse Not Found. A blank exception means No error for

that record occurred and updating is complete.

FPD/202 IM - 105

UPDATE ITEMS FROM A VENDOR SUPPLIED FILE (IM/IMP/UPIM)

• When updating vendor pricing only, amounts found in positions 91-100 on

disk (replacement cost field) are used to update the vendor price file.

• If Auto Build New Items is a ‘N’, question appears asking for the new part

number to be created. Pressing ‘SKIP’ does not create a part number and

will continue processing the data on diskette, for each item which is

considered to be new this question will appear.

If an item number is entered then the cross reference file will be checked

for that part, if no cross reference number is found the part is not created,

the question appears for every new item found on diskette (the part

number entered and not found will print under the vendor item field of the

UPIM report). If the skip key is pressed the program continues processing

the diskette or if the word NEW is entered then the Auto Build Logic is

turned on for the remainder of data off the diskette (system automatically

creates new part numbers).

File Transfers Using FTP

This type of file transfer will copy the contents from a diskette to the FASPAC

system, and is used if networking is available utilizing QVTNET. The following

instructions will place the contents of the disk into the work file area of the

system. Since the location of the work file directory differs between systems, you

must first know where your work file directory is located.

When using FTP:

1. Click SERVICES.

2. Click FTP.

3. Click SESSION.

4. Click OPEN.

5. Enter the system name, login code, and password.

6. Change drive name to where the diskette resides: lcd a:.

7. Click COMMANDS.

8. Click TRANSFER.

9. Click SEND. A window is displayed with all of the files on the disk.

10. Select the file to transfer. Wait for the transfer complete message.

11. Click SESSIONS.

12. Click EXIT.

IM - 106 FPD/202


File Transfers Using Mscream on a PC

File transfer can be done from the FASPAC Main Menu. You must locate the

proper path name for the FASPAC work directory on your system (path names

differ from one OS to another). Use your appropriate work file path name in the

areas which appear as: “/workfile path”, then enter the file name you are

assigning to this file when it is transferred to the FASPAC system, in the

following instructions.

From the FASPAC Main Menu:

1. Enter UTIL/EM/MTRN or MTRN. The following screen is displayed:

MTRAN = Multiscream File Utility (F7 - Abort)

1. Host of PC

2. PC to Host

Enter selection: (choose #2) next screen displays:

MTRN = Transfer file from host to PC (F7 - Abort)

Host file name: (enter: a:/filename)

PC file name: (enter: /workfile path/ filename)

Binary transfer? N

Information displays on the screen, stating Kermit is ready to receive.

2. Click SEND.

3. Click LOOK IN and select the disk drive.

4. Select the filename to transfer from the disk.

5. Click OPEN (the transfer will now begin).

6. After the transfer is complete, remove the diskette.

The file can now be seen through the FASPAC menu by using the SHOW

command.

FPD/202 IM - 107


File Transfers Using Procomm on a PC

File transfer can be done from the FASPAC Main Menu or from the operating

system. You must locate the proper path name for the FASPAC work directory

on your system (path names differ from one OS to another). Use your appropriate

work file path name in the areas which appear as: “/workfile path”, then enter the

file name you are assigning to this file when it is transferred to the FASPAC

system, in the following instructions.

On the task bar located at the bottom left of the Procomm screen, change the

transfer program to KERMIT.

From the FASPAC Main Menu:

1. Enter UTIL/EM/MTRN or MTRN. The following screen is displayed:

MTRAN = Multiscream File Utility (F7 - Abort)

1. Host of PC

2. PC to Host

Enter selection: (choose #2) next screen displays:

MTRN = Transfer file from host to PC (F7 - Abort)

Host file name: (enter: a:/filename)

PC file name: (enter: /workfile path/ filename)

Binary transfer? N

Information displays on the screen, stating Kermit is ready to receive.

2. Click SEND.


4. Select the filename to transfer from the diskette.

5. Click OPEN (the transfer will now begin).

6. Once the transfer is complete, remove the diskette.


command.

From the operating system:

1. Click SEND.


3. Select the filename to transfer from the disk.

4. Click OPEN (the transfer will now begin)

5. After the transfer is complete, remove the diskette.


command.

IM - 108 FPD/202



Field Explanation

Whse

Enter the warehouse number to which the item information will be

updated.

Error Message:


The warehouse number entered either has not been set up as a valid

warehouse or it is unavailable at this time.


Name of Import File

Enter the entire path of where the file resides on your FASPAC system.

Error Message:

File Not Found. . . SKIP

The file name entered is not recognized by the system. Check to see

that you have the right file name.


FPD/202 IM - 109


Vendor Number

Enter the number of the vendor whose prices you are updating. You must

enter a valid vendor number that has been set up in Vendor Maintenance

(AP/MAR/VM).

Error Message:

Invalid Entry, Function, Or End Of File . . . SKIP

Either an invalid vendor name or number was entered, the wrong

function key was pressed, or the end of the Vendor File was reached

while scrolling.


Update list price? (Y/N)

Y = Update the list price in the first screen of the Item Master record

(IM/MAI) with the list price recorded on the disk.

N = Do not change the list prince in the Item Master record (IM/MAI).

Update Replacement Cost? (Y/N)

Y = Update the replacement cost in the second screen of the Item Master

record (IM/MAI) with the replacement cost recorded on the disk.

N = Do not change the replacement cost in the Item Master record

(IM/MAI).

Note: If you are creating a new FASPAC part number, the cost from the

disk will be used as the replacement cost regardless of how this is

answered.

Update Vendor Pricing Table? (Y/N)

Y = Update the Vendor Price Tables (IM/IMP/VPM) using the cost

information recorded on the disk.

N = Do not change the current Vendor Price Tables (IM/IMP/VPM).

Auto Build NEW Items? (Y/N)

Y = Create a new FASPAC part number as a slash part, if the part

number from the diskette is not found in FASPAC.

Stop On Errors? (Y/N)

Y = Checks to see if the Auto Build field is N. If so, the program will

stop and ask you to enter the new item number to be created for any parts

found on the diskette which do not exist in FASPAC or press SKIP to

bypass that part (an exception error of “Vendor Item Invalid” prints).

IM - 110 FPD/202


Print Full Detail? (Y/N)

Y = Print a full detail report.

N = Prints only those item’s with errors on the report.

Continue? (Y/N)

Y = Run the report (and update the system if selected) as specified.

N = Exit without running the program.

Sample Report

Messages on the Report

New Item

The Item Master record (IM/MAI, first screen) was not found.

Whse Not Found

The Item Warehouse record (IM/MAI, second screen) was not found.

Invalid UM

The system was unable to convert the unit of measure from the disk to a

unit of measure understood by the system.

FPD/202 IM - 111


COMPANY: 10 FASPAC PAGE 1

RUN ID: UPIM CREATE/UPDATE ITEMS - DETAIL 03/28/97

RUN BY: WPD 13:23:27 03/28/97

=============================================================================================================================

VENDOR ITEM DESCRIPTION LIST PRICE VENDOR COST U/M NEW LIST NEW COST EXCEPTION

———————————- ———————————- ————— —————- —- ————— ————— ——————————-

25NUPI CR/MAI 10.00 2.00 C .00 .00

50NUPI NEW PART 11.00 3.00 M 11.00 3.00 New Item

75NUPI CR/MAI .00 .00 E .00 .00 New List or Cost = 0!

100NUPI NEW PART 13.00 5.00 EA 13.00 5.00

UPI25 NEW SLASH PART 14.00 6.00 C 14.00 6.00 Whse Not Found

UPI75 NEW SLASH PART 15.00 7.00 M 15.00 7.00 Whse Not Found

UPI100 NEW SLASH PART 16.00 8.00 E 16.00 8.00 Whse Not Found

25C100BCGZ EXISTING FASPAC 17.00 9.00 EA .00 .00

25C175BCG EXISTING FASPAC 18.00 10.00 C .00 .00

HCS C025000505 INTERNAL FASPAC 19.00 11.00 M .00 .00

HCS C025000505 50 INTERNAL FASPAC 20.00 12.00 M .00 .00

Warehouse: 01

Name Of Import File: /FASPAC/work/vendor2.prn

Vendor Number: VENDO

Update List Price: N

Update Replacement Cost: N

Update Vendor Pricing Table: N

Auto Build NEW Items: Y

Stop On Errors: N

Print Full Detail: Y

END OF REPORT

Quantity Update (IM/QQM)

Quantity Update is used to quickly edit specific information in the Item Master

records. The following information is available for editing through this program:

Category codes, item short names, bulk, case, and box quantities, minimum and

maximum quantities, and weight.


Field Explanation


Y = Continue in the program.


Whse

Enter the warehouse number in which to change the item records.

To change the item records in all warehouses, leave this field blank and

press SKIP.

Item

You must pull up the item using the function keys.

To access an item based on the FASPAC item number, enter the first few

characters of the number and press F1.

To access an item based on the item short name, enter the first character

and press F2.

IM - 112 FPD/202

QUANTITY UPDATE (IM/QQM)

OK? (Y/N)

Y = Record the information as displayed and scroll forward to the next

item.

N = Change the displayed information. The cursor moves to the

Shortname field.

To scroll back to the previous item press F4. After you have finished

changing the item information, press CMD to exit the program.

The following fields are available for each item when you enter N in the

OK field. The cursor moves to each field. The entry can be accepted as

displayed by pressing RETURN, erased by pressing SKIP, or changed.

Shortname

The short name of the item. See the Introduction of the Inventory

Management section for detailed information on short names.

Category

A valid Category code must be entered. See Category Maintenance

(IM/CFM) for detailed information on Category codes.

Error Message:

INVALID CATEGORY

Either this field was left blank or the Category code entered could

not be located in the Category code File (IM/CFM).

A valid Category code must be entered.

Qty Box

The standard quantity of the item it takes to make up a box.

Qty Case

The standard quantity of the item it takes to make up a case.

Qty Bulk

The standard quantity of the item it takes to make up a bulk.

Weight

The weight per UM (.00 - 99999.99).

Qty Max

The maximum quantity of the item you want to have on-hand.

FPD/202 IM - 113


Qty Min

The minimum quantity of the item you want to have on-hand.

If the minimum quantity is not preset in Warehouse Maintenance

(IM/MAI, second screen or IM/BRM), the system automatically updates

this number. When certain reports are run, the system reviews the sales

history of the item to determine what the “appropriate” maximum and

minimum quantities should be. Both the maximum and minimum

quantities are updated with these figures. The maximum quantity cannot

be preset.

U/M

The unit of measure from the Item Master record (IM/MAI, 1st screen).

This cannot be changed.

IM - 114 FPD/202


Cost and Price Update (IM/QPM)

The Cost and Price Update program is used to quickly edit specific pricing

information for item records. The following information is available for editing

through this program: replacement cost, list price, and Price Table Code.


Field Explanation

Whse

Enter the warehouse in which to edit the pricing information.

To edit the pricing information for items in all warehouses, leave this

field blank and press SKIP.

Update List Price Entered to All Warehouses? (Y/N)

Y = Update the list prices in all warehouses with the list price to be

entered in this program.

N = Update the list price in the specified warehouse only. The

replacement cost is always updated since it is at the item level and not at

the warehouse level.

FPD/202 IM - 115

COST AND PRICE UPDATE (IM/QPM)

Price Factor

The factor entered in this field (.00 - 9.99) is a multiplier that affects the

list price only. If you do not want to increase the list price by a certain

percentage, or if you want to change the list price manually, enter 1.00 in

this field; the price will only be multiplied by 1.

To increase the current list price by a specific percentage, enter the

multiplier. For example, if you want to increase the current list price by

30%, enter 30. When the cursor moves through the List Price field, press

RETURN over the displayed price, and the system automatically

multiplies the figure by the Price Factor entered.

Cost Factor

The factor entered in this field (.00 - 9.99) is a multiplier that affects the

replacement cost only. If you do not want to increase the replacement

cost by a certain percentage, or if you want to change the replacement

cost manually, enter 1.00 in this field; the cost will be multiplied by 1.

To increase the current replacement cost by a specific percentage, enter

the multiplier. For example, if you want to increase the current

replacement cost by 25%, enter 25. When the cursor moves through the

Replacement Cost field, press RETURN over the displayed cost, and the

system automatically multiplies the figure by the cost factor entered.

Start With Part No.

Enter the part number with which to begin editing the pricing. If you are

unsure of the entire part number, enter only the first few characters that

you know. All the part numbers beginning with these characters display.

At this point you can scroll through the list until you locate the desired

item. For example, if you want to display all free-form items beginning

with the first item on the list.

All Materials? (Y or N)

Y = Display all items containing the part numbers entered, regardless of

their Material Code.

N = Display only those items that have a particular Material Code.

Only Material

This field is available only if you have selected to display those items

that have a particular Material Code.


displayed.

IM - 116 FPD/202


All Finishes? (Y or N)


their Finish Code.

N = Display only those items that have a particular Finish Code.

Only Finish


that have a particular Finish Code.


displayed.

All Specials? (Y or N)


their Special Code.

N = Display only those items that have a particular Special Code.

Only Special


that have a particular Special Code.


displayed.

Replacement Cost

The current replacement cost is displayed. You can accept the cost as

displayed by pressing RETURN, or enter a new replacement cost.

If you have entered a number other than 1.00 in the Cost Factor field, the

current replacement cost is automatically increased by the specified

amount when you press RETURN. If 1.00 was entered in the Cost Factor

field, this figure can be changed manually.

List Price

The current list price is displayed. You can accept the price as displayed

by pressing RETURN, or enter a new list price.

If you have entered a number other than 1.00 in the Price Factor field, the

current list price is automatically increased by the specified amount when

you press RETURN. If 1.00 was entered in the Price Factor field, this

figure can be changed manually.

FPD/202 IM - 117


Price Table Code

The current Price Table Code of the item is displayed. You can accept

the code as displayed by pressing RETURN, or enter a new Price Table

Code.

Each item must have a valid Price Table Code. See Price Table

Maintenance (IM/IMP/PTM) for a detailed explanation on creating Price

Table Codes.

Error Message:

Price Table Not On File . . . SKIP

Either this field was left blank or the Price Table Code entered could

not be located in the Price Table File.

Press SKIP to acknowledge this message, and enter a valid Price

Table Code.

OK? (Y/N/G To Exit)

Y = You have finished changing the current item record, to update the

displayed information to the file.

N = Change some or all of the displayed information for the current item.

The cursor moves through each of the fields, beginning with

Replacement Cost.

G = Exit the program without updating the displayed information to the

Item Master record.

Description

The FASPAC item description. This field cannot be changed.

UM

The unit of measure from the Item Master record (IM/MAI). This field

cannot be changed.

IM - 118 FPD/202


Category Update (IM/QCM)

The Category Update program is used to quickly change the Category code and

short name in all or a range of Item Master records (IM/MAI).


Field Explanation

Update All Items Or A Range? (A/R)

A = To change the Category code and short name of all items.

R = To change the Category code and short name of a range of items

only.

Old Category

Enter the current Category code of the items to change.

To include all items in the specified range, regardless of their Category

code, leave this field blank and press SKIP.

New Category

Enter the new Category code, to replace the item’s existing code. You

must enter a valid Category code that has been created in Category File

Maintenance (IM/CFM).

FPD/202 IM - 119

CATEGORY UPDATE (IM/QCM)

Enter From Item

Enter Thru Item

Enter the range of items for which to change the Category code. The

code of the items specified in this range will be changed only if their

current Category code matches the code entered in the Old Category

field.

Update Shortnames? (Y/N)

Y = Change the short name of all specified items.

N = Leave the item short names as they are.

New Shortname

This field is displayed only if you have selected to update the short

names.

Enter the new short name to replace the existing short name of the

specified items.

The following six fields are displayed only if you are changing the

Category code and short name of a range of items.


Y = Change all items in the specified range, regardless of the their

Material Code.

N = Change only those items that have a particular Material Code.

Only Material

This field is displayed only if you are changing those items with a

particular Material Code.

Enter the Material Code that an item must have in order to be included.

All Finishes? (Y/N)

Y = Change all the items that meet the specified parameters, regardless

of their Finish Code.

N = Change only those items that have a particular Finish Code.

Only Finish


particular Finish Code.

Enter the Finish Code that an item must have in order to be included.

All Specials? (Y/N)

Y = Change all the items that meet the specified parameters, regardless

of their Special Code.

N = Change only those items that have a particular Special Code.

IM - 120 FPD/202


Only Special


particular Special Code.

Enter the Special Code that an item must have in order to be included.


This field allows you to check your entries before running the program.

Y = Change all designated items, as specified.

N = Exit the program without changing the item Category codes or short

names.

FPD/202 IM - 121


Batch Cost Change (IM/BCC)

Batch Cost Change is used to change the replacement cost of specific items,

based on the current replacement cost of the base items. A range of items is

specified in this program, and within that range you must indicate which are the

base items and which are the items to be changed. The system locates the

replacement cost of the base items, and based on the multiplier entered in this

program, changes the replacement cost of the items designated to be changed.


Field Explanation

Do You Wish To Print A Report? (Y/N)

Y = Print a report of all the items changed, their new replacement cost,

their old replacement cost, the base item, and the base cost. If you do not

want to print a report of the items. Keep in mind that printing a report

does not update the new prices in the system. It is simply a report of the

items that would be affected.

To update the prices in the system, you must enter Y in the Do You Wish

To Update field.

Do You Wish To Update? (Y/N)

Y = Change the replacement cost of the items in the system.

N = Do not update the new costs in the system.

IM - 122 FPD/202

BATCH COST CHANGE (IM/BCC)

Start Changing At Item?

Enter the item number with which to begin changing the replacement

cost. This is also the first item the system will reference when searching

for the appropriate base items.

End After What Item?

Enter the last item to include in the range of items to be changed. This is

also the last item the system will reference when searching for the

appropriate base items.

To change the replacement cost of one item only, enter the same item

number in the “Start Changing At Item” and the “End After What Item”

field.

The following fields allow you to indicate which items in the range

specified above are the base items.

The system locates the replacement cost of the base items, and based on the

multiplier entered in this program, changes the replacement cost of the items

designated to be changed.

Material Code

Enter the Material Code of the base items. The system searches the range

of items specified above, to locate the items with the Material Code

entered.

To specify the base items as the items without a Material Code, leave this


Plating Code

Enter the Plating Code (Finish Code) of the base items. The system

searches the range of items specified above, to locate the items with the

Plating Code entered.

To specify the base items as the items without a Plating Code, leave this


The following fields allow you to indicate which items in the specified

range are the items for which to change the replacement cost.

Material Code

Enter the Material Code of the items to be changed. The system searches

the range of items specified above, to locate the items with the Material

Code entered.

To change only those items without a Material Code, leave this field


FPD/202 IM - 123


Plating Code

Enter the Plating Code (Finish Code) of the items to be changed. The

system searches the range of items specified above, to locate the items

with the Plating Code entered.

To change only those items without a Plating Code, leave this field blank

and press SKIP.

Special Suffix

Enter the Special Suffix of the items to be changed. The system searches

the range of items specified above, to locate the items with the Special

Suffix entered. Do not enter the /.

To change only those items without a Special Suffix, leave this field


The following fields allow you to indicate the amount and percentage

by which to increase the base replacement cost.

This new replacement cost replaces the current replacement cost of the “items to

be changed”. To change the replacement cost of the “items to be changed” to that

of the base items (without an increase) leave these fields blank.

New replacement cost = base replacement cost x multiplier + Adder + (weight x

(Adder/LB))

Multiplier

Enter the multiplier (.0001 - 999999) by which to increase the base

replacement cost. The base replacement cost will remain the same. The

multiplier is simply used to figure the new replacement cost.

To increase the cost by a specific percentage, see the following example:

Example: to increase the cost by 15%.15.

If you do not want to increase the figure, or if you want to add an

additional cost manually, leave this field blank and it will automatically

default to 1.

Adder/LB

Enter the amount per pound (.0001 - 999999) by which to increase the

replacement cost. To increase the cost by a percentage, see the following

example:

Example: to increase the cost by 30% per pound.30.

You may leave this field blank, if you do not want to increase the

replacement cost per pound.

IM - 124 FPD/202


Adder

Enter the amount (.0001 - 999999) by which to increase the replacement

cost. This figure is added directly to the base replacement cost.

Error Messages

The following error codes may print on the report:

ERR1: Base Item Illegal Nom

ERR2: Base Not Exist

ERR3: Base Has No Cost

FPD/202 IM - 125


Part History Change (IM/PHC)

Part sales history accumulates based on the flag settings in the Item Master

record (IM/MAI) and the Customer Master Record (CP/MAI). When PH/MU is

run, the system check the flags in both IM/MAI and the master record of the

customer who bought the item (CP/MAI), and any history that falls outside the

parameters defined in both is deleted. The Part History Change program is used

to change the settings of the save part history flags in all or a range of Item

Master records.


Field Explanation

Whse

Enter the warehouse number in which to change the save part history

flags.

To change the part history flags of items in all warehouses, leave this


Whole File? (Y/N)

Y = Change the save part history flags for all items in the specified

warehouse.

N = Change the flags for a specific range of items only.

IM - 126 FPD/202

PART HISTORY CHANGE (IM/PHC)

In Item, Category, or Shortname Sequence? (I/C/S)

I = Specify the range of items by item number.

C = Specify the range of items in Category code sequence.

S = Specify the range of items in short name sequence.

From _____

To ______

These fields are displayed only if you are changing the save part history

flags for a range of items.

Enter the range of items for which to change the history flags in Item

Maintenance (IM/MAI).


Y = Change the history flags for all items that meet the specified

parameters, regardless of their Material Code.

N = Change the history flags for those items that have a specific Material

Code only.

Only Material

This field is displayed only if you have selected to change the part

history flags for items that have a specific Material Code.

Enter the Material Code than an item must have in order for its part

history flags to be changed through this program.

To change the flags for those items without a Material Code only, leave

this field blank and press SKIP.

All Finishes? (Y/N)

Y = Change the part history flags for all items that meet the specified

parameters, regardless of their Finish Code.

N = Change the history flags for those items that have a specific Finish

Code only.

Only Finish


history flags for items that have a specific Finish Code.

Enter the Finish Code that an item must have in order for its part history

flags to be changed through this program.

To change the flags for those items without a Finish Code only, leave


FPD/202 IM - 127


All Specials? (Y/N)

Y = Change the part history flags for all items that meet the specified

parameters, regardless of their Special Code.

N = Change the history flags for those items that have a specific Special

Code only.

Only Special


history flags for items that have a specific Special Code.

Enter the Special Code that an item must have in order for its part history

flags to be changed through this program. Do not enter the /.

To change the flags for those items without a Special Code only, leave


Save History (A/Y/N)

The entry in this field tells the system whether or not to save part history

for the item.

A = Save history always, regardless of how flags are set elsewhere (in

CP/MAI).

Y = Save history unless the flag in the Customer Master Record is set to

N, in which case do not save.

N = Do not save items sales history.

Duration Kept

The entry in this field determines the amount of time the part history is

saved.

Y = One year of history will be saved (this is a fiscal year).

M = One month of sales history will be saved.

01 to 12 = The number of months entered will be saved.

To save part history based on the record limit only, leave this field blank

and press RETURN.

Record Limit

The entry in this field determines the minimum number of records to

retain, regardless of the time period defined above.

We recommend that you enter at least 3 in this field, so that you will

always have some history saved for the item. If 3 is entered in this field,

the last three sales records for the item will always be saved, regardless

of the entry in the Duration Kept field. The system checks the Duration

and Record Limit fields in both the Item Master record and the Customer

Master Record when saving history.

If different durations and record limits are set in each, the system will

apply the larger of the two.

IM - 128 FPD/202


Continue? (Y/N)

Y = Change the part history flags in the master record of the specified

items, as determined in this program.

N = Exit this program without changing the part history flags in any

master record.

FPD/202 IM - 129


Purchase Product Line

Maintenance (IM/PPLM)

This is an optional program for creating and maintaining purchase Product Line

codes. These codes are necessary if a vendor requires items in different product

lines to be on separate purchase orders, or if you would like to segregate the

items into product line groups.

This program is used in Automated Replenishment. Refer to the Automated

Replenishment Reference Manual in Volume 3 for more information.

IM - 130 FPD/202

PURCHASE PRODUCT LINE MAINTENANCE (IM/PPLM)

Inventory Management

Miscellaneous (IM/IMM)

Copy Items To New Company (IM/IMM/CPYC)

This program copies all items found in Inventory Maintenance from one

company to another.

All detail found on the first screen of Inventory Maintenance (IM/MAI) is

copied. The created date of the items is the sign on date this program was run.

All warehouse records (IM/MAI, second screen) are copied. All quantities, the

date last counted, date last frozen, all bin locations, warehouse history, and item

history will be blank for the new company (the company to which the records are

being copied). All other field are updated with the “From Company’s” data. The

created date of each warehouse is the sign on date this program was run.

All Notes/Messages found for the application ‘ITEM” and all Customer Price

Tables are copied to the new company.

Item Records and Warehouse Records are never overwritten. If for example, you

are copying data from company 10 which has warehouses 01, 02, and 03 to

company 11 which already has warehouse 01, only the data from warehouses 02

and 03 will be copied. The records in warehouse 01 of company 11 remain

unchanged.

The companies you are copying from and to must first be set up in System File

Maintenance (SYS/CIS). See the System Maintenance section of the manuals for

detailed information on setting up a company.

FPD/202 IM - 131

COPY ITEMS TO NEW COMPANY (IM/IMM/CPYC)


Field Explanation

From Company

The number of the company you are currently working with is displayed.

You can accept this number by pressing RETURN, or enter a different

company number.

To Company

Enter the number of the company to which you want to copy the

inventory file. This must be a valid company number that has been

created in System File Maintenance (SYS/CIS).

Continue? (Y/N)

Y = Copy the inventory file from the company entered in the From

Company field to the company entered in the To Company field.

N = Exit the program without copying the inventory file.

IM - 132 FPD/202

INVENTORY MANAGEMENT MISCELLANEOUS (IM/IMM)

Calculate Average Warehouse Cost (IM/IMM/ACW)

The Calculate Average Warehouse Cost program calculates the average

warehouse and average corporate cost. and updates the Item Master records. This

program is normally used to update old records and correct errors that may have

occurred.

The Average Warehouse Cost is calculated from all status 2 tags for the

warehouse you are signed on to.

Tag Net Cost x Tag On-Hand Balance for each status 2 tag in the

warehouse / value of the tag UM*

All of these extensions are added together & divided by the total on-hand balance

of all status 2 tags.

The Average Corporate Cost is calculated from all status 2 tags in all

warehouses.

Tag Net Cost x Tag On-Hand Balance / value of the tag UM*

All of these extensions are added together & divided by the total on-hand balance

of all status 2 tags.

* Value of the tag UM

C, CW, CF = 100

M = 1,000

MM = 1,000,000

QP = 1/4

all others = 1

FPD/202 IM - 133

CALCULATE AVERAGE WAREHOUSE COST (IM/IMM/ACW)


Field Explanation

Do You Want To Continue?

Y = Calculate and update the corporate average cost and the warehouse

average cost.

N = Exit the program without calculating new costs.

IM - 134 FPD/202


Clear ABC Codes (IM/IMM/CLC)

The Clear ABC Codes program is used to clear the ABC Codes, master and

warehouse records for all items and/or set all Tax Code fields to N in Inventory

Maintenance (IM/MAI).

The ABC Code is a user-defined code that categorizes items based on how

quickly they move. This code is usually entered when the item is created in

Inventory Maintenance (IM/MAI).

The Tax Code field in Inventory Maintenance determines whether or not the item

is taxable. During Shipping Confirmation (OP/SC) FASPAC checks both

IM/MAI and CP/MAI to determine the tax status. If both are flagged as

non-taxable, no tax is charged. If both are flagged as taxable, tax is charged. If

the item is not taxable, but the customer is, tax is charged. A taxable item should

never be sold to a customer flagged as non-taxable.


Field Explanation

Clear ABC Code? (Y/N)

Y = Clear the ABC Codes, master and warehouse records for all items in

the company you are currently signed on to.

N = Leave all the ABC Codes as they are in Inventory Maintenance.

FPD/202 IM - 135

CLEAR ABC CODES (IM/IMM/CLC)

Change Tax Code To N? (Y/N)

Y = Change all the Tax Code fields in Inventory Maintenance to N.

N = Leave all the Tax Code fields as they are in Inventory Maintenance.

Continue? (Y/N)

Y = Change the specified fields in Inventory Maintenance.

N = Exit the program without changing any fields in Inventory

Maintenance.

IM - 136 FPD/202


Clear Min/Max Values (IM/IMM/CMM)

The Clear Min/Max Values program allows you to set the Min and Max

quantities of all items in Inventory Maintenance to 0. The preset minimum

quantity flag is not checked when clearing the Min/Max values through this

program.

In Inventory Maintenance, the minimum quantity entered on an item can be

selected as a preset minimum. After entering the quantity, you will be asked if

this is a preset min. By entering Y, the minimum quantity can be modified only

in Inventory Maintenance. The Clear Min/Max Values program, however, clears

the minimum quantity even if it is flagged as a preset minimum.

Clear Min/Max Values program may be run for one or all warehouses. All Item

Records in the specified warehouse will be affected; no selection by item is

available.

This program also allows all or one ABC Code to be cleared.


FPD/202 IM - 137

CLEAR MIN/MAX VALUES (IM/IMM/CMM)

Field Explanation

Company No.

The company number you are signed on to is displayed and cannot be

changed.

Warehouse

Enter the warehouse number in which to clear the min/max quantities

and/or the item ABC Codes.

To clear the min/max quantities and/or ABC Codes in all warehouses,

leave this field blank and press SKIP or RETURN.

All ABC Codes

Y = Clear the ABC Code from all Item Master records in the specified

warehouse.

N = Clear a particular ABC Code from the Item Master records or if you

do not want to clear any ABC Codes.

For ABC Code

This field is displayed only if you entered N in the All ABC Codes field.

To clear a particular ABC Code from the Item Master records, enter the

code. If you do not want to clear any ABC Codes from the Item Master

records, leave this field blank and press SKIP or RETURN.

Clear Min.

Y = Set the Minimum quantity field in all Item Master records to zero.

N = Leave the Minimum quantity field in all Item Master records as it is.

Note: If Y is entered in this field, the minimum quantity will be deleted

even if it is flagged as a preset minimum.

Clear Max.

Y = Set the Maximum quantity field in all Item Master records to zero.

N = Leave the Maximum quantity field in all Item Master records as it is.


Y = Clear the min, max, and/or ABC Codes from all Item Master records

in the specified warehouse.

N = Exit the program without changing the min, max, and ABC Codes of

the Item Master records.

IM - 138 FPD/202


Change Part Number I (IM/IMM/CPN)

Use this program to change existing item numbers. You can change one or a

range of items. When changing a range of item numbers, you must enter the code

(Description, Material, Finish, etc.) that you want to change. The system locates

the items with the specified codes and changes the numbers as indicated.

Therefore, only nomenclature items can be changed in groups. All free-form item

numbers must be changed individually.

You can also use this program to change one part of the nomenclature for part

numbers by using the Range mode.

A report is printed for items changed on purchase orders, customer orders,

warehouse transfer orders, packaging/kitting orders, plating/rework orders, and

physical count entry file. These orders should be corrected manually or reprinted

to reflect the change in part number so there will be no confusion when the

orders are shipped or received.

Entry/Inquiry Screens

Field Explanation

Change One Item Number or a Range (O/R)?

O = Change the part number of one item.

R = Change the part number of a range of items.

FPD/202 IM - 139

CHANGE PART NUMBER I (IM/IMM/CPN)

The following screen is displayed if you are changing the part number of one

item.

Old Item Number

Enter the number of item you want to change.

If you are unsure of the entire part number, enter the first character only,

and use the function keys to access and scroll through the list of valid


the function keys.

Error Message:

Item Not On File - SKIP to Re-enter

The item number entered cannot be found in the Item File (IM/MAI).


New Item Number

Enter the item number to replace the Old Item Number.

Error Messages:

Item Already Exists On Inventory Files - SKIP to Re-enter

The new number entered is already on file in the Inventory File

(IM/MAI).

Press SKIP to acknowledge this message, and enter an item number

that is not currently on file.

IM - 140 FPD/202


Invalid Part Number - SKIP to Continue

The item number entered is not in the correct format, or one of the

elements is missing.

Press SKIP to acknowledge this message and try again.

New Number Equal To Old - SKIP to Re-enter

The new item number and the old item number are the same.


Enter an item number that is different from the entry in the Old Item

Number field.

Nomenclature Not Found - SKIP to Reenter

An invalid nomenclature syntax was entered.


Enter Description

The description of the item is displayed only if you have entered a

free-form item number in the New Item Number field.

Accept this description by pressing RETURN or enter a new description.


Y = Change the part number as specified.

N = The part number is not changed and the cursor moves back to the

New Item Number field, allowing you to re-enter the new item number.

The following screen is displayed if you are changing the part number of a

range of items.

FPD/202 IM - 141


Old Item

Description Code

Enter the Description Code that an item must have in order for it to be

changed to the new part number.

Material Code



To include all items that meet the specified parameters (with any

Material Code), leave this field blank and press SKIP.

Finish Code



To include all items that meet the specified parameters (with any Finish

Code) leave this field blank and press SKIP.

Special Code



To include all items that meet the specified parameters (with any Special


Thread Code

Enter the Thread Code that an item must have in order for it to be


To include all items that meet the specified parameters (with any Thread


New Item

Description Code

Enter the Description Code of the new item number.

Material Code

This field is available only if an entry was made in the Material Code

field of the Old Item Number.

Finish Code

This field is available only if an entry was made in the Finish Code field

of the Old Item Number.

Special Code

This field is available only if an entry was made in the Special Code field


IM - 142 FPD/202


Thread Code

This field is available only if an entry was made in the Thread Code field


Metric ? (Y/N)

Metric nomenclature item numbers are indicated by a period (.) at the

beginning of the item number.

Y = The range of old item numbers to be changed are metric.

N = The range of old item numbers are not metric.

Correct? (Y/N)


Y = Change the range of Old Item Numbers as specified.

N = The cursor moves back to the Description Code field of the Old Item

Number, allowing you to make any necessary changes. The displayed

item numbers are not changed.

Sample Report

FPD/202 IM - 143



RUN ID: CPN CHANGED PART NUMBERS WITH OPEN ORDERS 07/25/96

RUN BY: WPD 12:57:56 03/25/97

OLD ITEM NO NEW ITEM NO ORDER NO P.O. NO.

=============================================================================================================================

/1.312X5.00X.18GALVHD /1.312X5.00X.18GALV J00011

/1.312X5.00X.18GALVHD /1.312X5.00X.18GALV 015262

Change Part Number II (IM/IMM/CPNA)

Use this program to change existing item numbers. It is the same as Change Part

Number I (IM/IMM/CPN), except for the following features:

• You can also change diameters and lengths.

• You cannot change a code to spaces (that is, delete that code).

Entry/Inquiry Screens

The first screen is the same as CPN.

The following screen is displayed if you are changing the part number of one

item. It is the same as CPN.

IM - 144 FPD/202


The following screen is displayed if you are changing the part number of a range

of items.

Old Item

Description Code

Enter the Description Code that an item must have in order for it to be


Material Code




Material Code), leave this field blank and press SKIP.

Finish Code



To include all items that meet the specified parameters (with any Finish


Special Code



To include all items that meet the specified parameters (with any Special


FPD/202 IM - 145

CHANGE PART NUMBER II (IM/IMM/CPNA)

Thread Code

Enter the Thread Code that an item must have in order for it to be


To include all items that meet the specified parameters (with any Thread


Diameter Code

Enter the Diameter Code that an item must have in order for it to be



Diameter Code) leave this field blank and press SKIP.

Length Code

Enter the Length Code that an item must have in order for it to be


To include all items that meet the specified parameters (with any Length


New Item

Description Code

Enter the Description Code of the new item number.

Material Code

This field is available only if an entry was made in the Material Code


Finish Code

This field is available only if an entry was made in the Finish Code field


Special Code

This field is available only if an entry was made in the Special Code field


Thread Code

This field is available only if an entry was made in the Thread Code field


Diameter Code

This field is available only if an entry was made in the Diameter Code


IM - 146 FPD/202


Length Code

This field is available only if an entry was made in the Length Code field


Metric ? (Y/N)

Metric nomenclature item numbers are indicated by a period (.) at the

beginning of the item number.

Y = The range of old item numbers to be changed are metric.

N = The range of old item numbers are not metric.

Correct? (Y/N)


Y = Change the range of Old Item Numbers as specified.

N = The cursor moves back to the Description Code field of the Old Item

Number, allowing you to make any necessary changes. The displayed

item numbers are not changed.

FPD/202 IM - 147

CHANGE PART NUMBER II (IM/IMM/CPNA)

Copy Part Number (IM/IMM/CPY)

The Copy Part Number program is used to create new Item Master and

Warehouse Records, based on existing Item Master and Item Warehouse records.

New records are created by specifying the Description Code, Material Code,

Finish Code, and Special Code of an existing range of items from which to copy

the records, and then specifying the range of new items to copy the records to.

You are given the option to change the short name, clear the Bulk Bin Locations,

clear the Min and Max quantities, clear the Lead Time, clear the List Price, and

clear the history flags in the new item records. If you do not select the clear

options, the appropriate information in the old item records is copied to the new

item records.


Field Explanation

Whse

Enter the warehouse number from which to copy the item records. Keep

in mind that only the Warehouse Records from the specified warehouse

are copied.

Old Item

Description Code

Enter the Description Code of the items you want to copy. A valid entry

must be made.

IM - 148 FPD/202


Material Code

Enter the Material Code of the items you want to copy.

To copy only those items without a Material Code, leave this field blank

and press SKIP.

Finish Code

Enter the Finish Code of the items you want to copy.

To copy only those items without a Finish Code, leave this field blank

and press SKIP.

Special Code

Enter the Special Code of the items you want to copy.

To copy only those items without a Special Code, leave this field blank

and press SKIP.

Thread Code

Enter the Thread Code of the items you want to copy.

To copy all items that meet the specified parameters, regardless of the

Thread Code, leave this field blank and press SKIP.

Metric (Y/N)

Y = These items are metric.

N = They are standard items.

New Item

Description Code

Enter the Description Code of the items.

Material Code

Enter the Material Code of the items.

Finish Code

Enter the Finish Code of the items.

Special Code

Enter the Special Code of the items.

Thread Code

The Thread Code entered for the Old Item displays.

FPD/202 IM - 149

COPY PART NUMBER (IM/IMM/CPY)

Change Shortname

Y = Assign the new items a different short name than that of the old

items.

N = Assign the new items the same short name as that of the old items.

New Shortname

This field is displayed only if Y is entered in the Change Shortname

field.

Enter the short name to assign to the new items.

Clear Bin Locations

Y = Assign the new items different bin locations than those of the old

items.

N = Assign the new items the same bin locations as those of the old

items.

Clear Min, Max, Lead Times

Y = Assign the new items different min and max quantities, and a new

lead time.

N = Assign the new items the same min and max quantities and lead time

as the old items.

Clear List Price

Y = Assign the new items a new list price.

N = Assign the new items the same list price as that of the old items.

Clear History Flags

Y = Flag the Save History field of the new Item Master records

differently than the old Item Master records.

N = Flag the Save History field of the new Item Master records with the

same flag that the old Item Master records have. Valid entries in the Save

History field are:

Y = Save history unless the flag in the Customer Master Record

(CP/MAI) is set to N, in which case do not save.

N = Do not save item history.

A = Always save history, regardless of how flags are set elsewhere (in

CP/MAI).

Any Changes? (Y/N)


Y = Change one or all of your entries.

N = Leave the entries as they are and continue.

IM - 150 FPD/202


Continue? (Y/N)


N = Exit without running the program.

Error Messages

Invalid Nomenclature For a New Item - SKIP

The nomenclature codes entered for the new item are invalid. An item

cannot be created using the codes entered.


FPD/202 IM - 151

COPY PART NUMBER (IM/IMM/CPY)

Delete Inactive Items (IM/IMM/DIA)

The Delete Inactive Items program is used to delete item records (master and

warehouse) that do not have any recent history. Items to be considered for

deletion are selected using the Standard Inventory Report Options screen. If an

item that falls into the range specified in this screen does not meet the criteria

described below, it will not be deleted. A listing of all the specified items that did

not qualify to be deleted automatically print when this program is run. You can

specify whether or not to print the reasons the items were not deleted.

An Item Warehouse record is deleted if it meets the parameters specified in the

program, and the following criteria:

• On hand quantity = zero

• Committed quantity = zero

• No open customer orders

• No open purchase orders

• No open work in process orders (plating/rework, kitting, warehouse

transfers)

If an Item Warehouse record is deleted, all warehouse specific records in these

files are deleted for the item:

• Tag File (Buying History)

• Lot Control File

• Part History

• Purchasing Action Report

• Scheduled Release File

• Requisition File

If all Item Warehouse records for an Item Master record are deleted, the Item

Master record is deleted and all records pertaining to the item are deleted from

these files:

• Contract File

• Contract History File

• Cross Reference File

• Kit Detail Files

IM - 152 FPD/202




allows you to specify the items or type of items to be considered for deletion.

Refer to the Introduction of the Inventory Management section for detailed field

explanations on the Standard Inventory Report Options.


Field Explanation

Whse

The warehouse number entered in the Standard Inventory Report Options

screen displays, and cannot be changed.

Process Traceable Items/Tags (Y/N)

Y = Delete all specified items, even if they are traceable or have

traceable Tag Records.

N = Delete all specified items, except those that are traceable or have

traceable Tag Records.

Delete if History Older than (1-12) months:

The specified items will be deleted only if their most recent history

record is older than the number of months entered.

For example, if 6 is entered in this field, and the last history record for an

item has a date older than 6 months ago, the item will be deleted.

FPD/202 IM - 153

DELETE INACTIVE ITEMS (IM/IMM/DIA)

Print Reasons for not deleting items (Y/N)

The items specified will be deleted only if their most recent history

record is older than the number of months specified in the previous field,

and they meet the criteria defined in the beginning of this chapter. If an

item that falls into the range specified in the Standard Inventory Report

Options screen does not meet the other criteria it will not be deleted. A

list of all the items that did not qualify to be deleted automatically prints

when this program is run.

Y = Print the reasons that the items were not deleted.

N = Do not print the reasons.

OK to Continue? (Y/N)

Y = Delete all the items that meet the specified parameters.

N = Exit the program, without deleting any items.

Error Messages

Item Was Just Created

Item was set up within the number of months specified to “delete history

if older than”. It is considered a new part and is not deleted.

Sample Report

IM - 154 FPD/202



RUN ID: IMDIA DELETED INACTIVE ITEMS 07/25/96

RUN BY: WPD 13:01:24 03/25/97

=============================================================================================================================

/054X375X015DIN FLAT WASHER .054 X .375 X .015 STEEL PLAIN

Whse: 01. Onhand or Committed Qty not zero.

Whse: 01. Open Order(s) exists for this Item.

Whse: 01. PO(s) exists for this Item.

/1.25X3.0X016P Item was just Created.

/1.312X5.00X.18GALV Whse: 01. Onhand or Committed Qty not zero.

Whse: 01. Item Whse History shows activity.


Whse: 01. PO(s) exists for this Item.

15795-217 Item was just Created.

/15795-518 Item was just Created.

/15795-802 Item was just Created.

/15795-803 Whse: 01. Onhand or Committed Qty not zero.

/15795-805 Whse: 01. Onhand or Committed Qty not zero.


Whse: 01. PO(s) exists for this

/15975-803 15975-803 #4 STAINLESS WASHER

Item Warehouse Master Deleted for warehouse: 01

/187X250X016SS Whse: 01. Onhand or Committed Qty not zero.



/189X.5X05 FLAT WASHER .189 X .5 X .05 STEEL

Item Warehouse Master Deleted for warehouse: 01

/200X438X063B Item was just Created.

/203X500X049P Item was just Created.

/20FA420 Whse: 01. Onhand or Committed Qty not zero.

/20FA616 Whse: 01. Item Whse History shows activity.

/20FC524 Whse: 01. Onhand or Committed Qty not zero.

Lead Time Load (IM/IMM/LTL)

Use this program to change the Lead Time Days and the ABC Code of Item

Warehouse records (IM/MAI, 2nd screen). Items are selected by warehouse

number and Category code. If you use this program to change the Lead Time and

ABC Code of an item with a specific Category code, remember that the changes

will affect all items in the specified warehouse, who have the same Category

code.


Field Explanation

Whse

Enter the warehouse number in which to change the Lead Time Days and

ABC Code of the items.

To exit, leave this field blank and press SKIP or CMD.

Category

Enter the Category code of the items for which to change the Lead Time

Days and ABC Code. You must enter a valid Category code, that has

been set up in Category File Maintenance (IM/CFM).

FPD/202 IM - 155

LEAD TIME LOAD (IM/IMM/LTL)

Error Message:

Category Not on File

The Category code entered does not exist in the Category File

(IM/CFM). You must enter a valid Category code that has been

created in Category File Maintenance.


Replacement Values

Lead Time Days

Enter the new Lead Time for the items classified by the Category code

entered. The Lead Time is the number of days it normally takes to

receive the item after a purchase order is placed.

To leave the Lead Time unchanged in the selected Item Warehouse

records, leave this field blank and press RETURN.

ABC Code

Enter the ABC code that is to replace the current ABC code of the

specified items. The ABC code is a user-defined code that categorizes

items based on how quickly they move. Keep in mind that an item may

have different ABC codes in each warehouse in which it is stocked and

sold.

To leave the ABC code unchanged in the selected Item Warehouse

records, leave this field blank and press RETURN.

Error Message:

Stock items cannot be changed to non-stock items - SKIP

You have entered * for a stock item and Non-Stock Processing is

turned on. The * is used to identify non-stock items.

Press SKIP and enter a valid ABC code.


Y = Change the Lead Time and/or the ABC Code of the items with the

specified Category code. Remember, these changes only affect the

records in the specified warehouse.

N = Exit the program, without changing the Category code and/or ABC

of the items.

IM - 156 FPD/202


Dead Stock Identification (IM/IMM/DSI)

Use this program to identify dead stock in your inventory according to the

specifications you enter.

After selecting one or more Category codes, you must identify the number of

months, sales, inventory turns, and on-hand quantity that determines dead stock.

The program then flags the items matching the criteria in one or all warehouses:

If all criteria are met, the warehouse minimum and maximum values are set to

zero. This prevents any automatic ordering of the dead stock item.

If all criteria are not met, items are flagged as dead stock but the warehouse

minimum and maximum values are not set to zero.

You can identify the dead stock items Item Master record by flagging them with

Z in the ABC Code field, 13 in the Inventory Class field, or with both Z and 13 in

the respective fields of the Item Master record.


Field Explanation


Y = The cursor moves to the WHSE field.


FPD/202 IM - 157

DEAD STOCK IDENTIFICATION (IM/IMM/DSI)

WHSE

Enter a warehouse, press SKIP to include all warehouses, or press CMD

to exit the program.

If all warehouses are selected, items determined to be dead stock are

flagged in all warehouses. If a specific warehouse number is entered,

only items found in that warehouse are flagged.

For All Categories?

Y = Identify dead stock for all categories.

N = Identify dead stock for a range of categories.

From Category

To Category

These fields are displayed only if you entered N in the previous field.

Enter the start and end of a range of Category codes.

For one category code, enter it in both fields.

Set Flag For Items With

Sales On The Last ___ Month

Enter the number of months (1–12) to process. You can get this number

from History Maintenance (IM/HM).

Less Than

Enter the sales break quantity for the number of months entered in the

previous field. This is the Quantity Sold from History Maintenance

(IM/HM).

And Inventory Turns Less Than

Enter the inventory turns break amount that indicates dead stock.

All inventory turns equal to or less than the amount indicated are

included. Inventory turns are calculated in the following manner:

Inventory Turns = Qty Total Sold / Qty On-Hand

You can view inventory turns in Part Inquiry (PI).

And Quantity On Hand Greater Than

Enter the on-hand quantity that is considered dead stock.

On-hand quantities equal to or greater than the amount indicated are

included.

IM - 158 FPD/202


Select To Do

Select the method for flagging the dead stock items:

1 = Set the flag as Z in the ABC code field.

2 = Set the flag as 13 in the Inventory Class field.

3 = Set the flag as both Z and 13 in their respective fields.

Any Changes? (Y/N)

Y = Returns the cursor to the WHSE field so that you can make any

changes.

N = Records the responses and displays the following field.


Y = Run the program as specified. The item numbers are displayed on

the screen as they are flagged in the Item Master record.

N = Exit the program without running it.

FPD/202 IM - 159

DEAD STOCK IDENTIFICATION (IM/IMM/DSI)

Dead Stock Item Listing (IM/IMM/DSL)

Print this listing after the Dead Stock Identification program (DSI) has been run

to flag all dead stock items.

You may specify the warehouse number and category codes to be included on the

listing. You must then indicate whether to print the records with Z in the ABC

Code field or the records with a Class Code of 13.

The Dead Stock Item Listing prints the following information: item number, item

description, category, on-hand quantity, six month’s sales, inventory turn,

warehouse number, fast finder flag, ABC Code, Class Code, and item unit of

measure.


Field Explanation


Y = The cursor moves to the following field.

N = The program is exited.

WHSE

Enter a warehouse, press SKIP to include all warehouses, or press CMD

to exit the program.

If all warehouses are selected, dead stock items from all warehouses are

included on the listing. If one warehouse is specified, only dead stock

items from that warehouse are included on the listing.

IM - 160 FPD/202


For All Categories? (Y,N)

Y = for all categories.

N = Enter a starting and ending category range.

From Category

To Category

These fields are displayed only if you entered N in the previous field.

Enter the range of Category codes.

To select only one category code, enter the same code in both the From

and To fields.

Use (A)bc Code or (C)lass Code?

A = Prints only the list of items with an ABC Code equal to ‘Z’.

C = Prints only the list of items with a Class Code equal to ‘13’.

Note: Each page of the report will print the Category code and

Description before the column headings for the category selected. A

report option summary will be printed on the last page of the report.

FPD/202 IM - 161

DEAD STOCK ITEM LISTING (IM/IMM/DSL)

Set Minimum Qty By Whse/Category(IM/IMM/IMMQ)

The Set Minimum Qty By Whse/Category allows you to change the minimum

quantity preset flag by warehouse for one or all categories. The minimum

quantity preset flag is recorded in the warehouse section of IM/MAI (second

screen).

If the minimum quantity of an item is determined as a preset, the quantity will

not be updated when the Min/Max Stock Calculation program

(IMR/IMRP/MSC) is run. If the minimum quantity is not preset, the quantity will

be modified with the figure the system produces when Min/Max Stock

Calculation is run. When IMRP/MSC is run, the system computes the

“appropriate” maximum and minimum quantities and automatically updates the

quantity fields in IM/MAI.


Field Explanation

Warehouse

Enter the warehouse number in which to change the minimum quantity

preset flag for one or all categories. This entry must be a valid warehouse

number.

Error Message:


Either the warehouse number entered is not valid, or is available for

modification at this time.

IM - 162 FPD/202


Category

Enter the category for which to change the minimum quantity preset flag.

To change the flag setting for all categories, leave this field blank and

press SKIP.

Error Message:

Invalid Category! SKIP

The category entered is not valid in the system.


Is The Minimum Quantity A Preset? (Y/N)

Y = Sets the minimum quantity flag to PRESET. When the minimum

quantity is preset, it must be manually entered, and will not be modified

when the Min/Max Stock Calculation program (IMR/IMRP/MSC) is run.

“Preset” will display next to the Min Qty amount, indicating that it is

preset.

N = Do not preset the minimum quantity in IM/MAI. If the flag is

currently Y, it will be changed to N.

When the Min/Max Stock Calculation program (IMR/IMRP/MSC) is

run, the system computes the “appropriate” maximum and minimum

quantities and updates the fields in IM/MAI.

FPD/202 IM - 163

SET MINIMUM QTY BY WHSE/CATEGORY (IM/IMM/IMMQ)

Merge Part Number (IM/IMM/MRPN)

Use this program to merge existing item numbers, one at a time. The items you

are merging must have the same unit of measure, and the new part number must

already exist.

The old item number is merged into the new item number. All sales history, on

hand quantity, committed quantity, and other information is combined on the

new item record. The old item is then removed from the system after its

information is merged.

This program has some limitations. In places where merging is not appropriate,

the new item record will remain unchanged. The item master record, any

contracts with both the new and old, and buyer contracts with both the new and

old part, the new part information will remain unchanged, and the old part

number information will be dropped.

A report is printed for items changed on purchase orders, customer orders,

warehouse transfer orders, packaging/kitting orders, plating/rework orders, and

physical count entry file. These orders should be corrected manually or reprinted

to reflect the change in part number so there will be no confusion when the

orders are shipped or received.


IM - 164 FPD/202


Field Explanation

Old Item Number

Enter the number of item to merge.

If you are unsure of the entire part number, enter the first character only,

and use the function keys to access and scroll through the list of valid


the function keys.

New Item Number

Enter the item number into which the old number is to be merged.


Y = Change the part number as specified.

N = The part number is not to be changed. The cursor moves back to the

New Item Number field where you can enter a new number.

Error Messages

Item Not On File - SKIP to Re-enter

The item number entered cannot be found in the Item File (IM/MAI).


New Number Equal To Old - SKIP to Re-enter

The new item number and the old item number are the same.


Enter an item number that is different from the entry in the Old Item

Number field.

Invalid Part Number or Function - SKIP to Re-enter

The new number entered cannot be found in the Item File (IM/MAI).


Item does not have the same unit of measure- SKIP to Re enter

The item number entered does not have the same unit of measure as the

Old Item Number. The unit of measure must be the same to merge parts.


***** ERROR *****

This Program is not Valid for Manufacturing Customers

Please Press SKIP to Exit

This program is not available for Manufacturing customers.

FPD/202 IM - 165

MERGE PART NUMBER (IM/IMM/MRPN)

Sample Report

IM - 166 FPD/202


COMPANY: 10 SOLAR FASTENERS PAGE 1

RUN ID: MPN MERGED PART NUMBERS WITH OPEN ORDERS 02/15/99

RUN BY: BWH 08:55:54 02/15/99

OLD ITEM NO MERGED ITEM NO ORDER NO P.O. NO.

=============================================================================================================================

25C50HCS8 25C50HCS8Z 000181

25C50HCS8 25C50HCS8Z 000182

25C50HCS8 25C50HCS8Z 000183

25C50HCS8 25C50HCS8Z 000638

25C50HCS8 25C50HCS8Z 000639

25C50HCS8 25C50HCS8Z 00009 KIT ORDER-COMPONENT

25C50HCS8 25C50HCS8Z 000180 PLATING ORDER

25C50HCS8 25C50HCS8Z 000046 PACKAGING/KIT ORDER

Update LIFO Cost (IM/IMM/QIM)

The Update LIFO Cost program is not displayed on the menu. You can only

access this option by typing the program name (IM/IMM/QIM).

QIM should only be run once, at year end. This program moves the year end

LIFO cost to the beginning cost for the next year. Do not update the replacement

cost if you are not using the LIFO costing method.

The sign on date displays as the date after which the receipts will not be used in

the calculation. Make sure this date is correct.

The program reads all status 2 and 3 tags to the find the LIFO cost. The tag

record is skipped if:

• Status 1

• Vendor and PO number = BHADJ

• the tag date received is greater than the sign on date

The most recent tag date received is updated to the new LIFO cost field with the

sign on date and tag number, if the new LIFO cost is not zero. If multiple tags are

found with the same date received, the highest tag number’s cost is used.


FPD/202 IM - 167

UPDATE LIFO COST (IM/IMM/QIM)

Field Explanation

Continue? (Y/N)

Y = Continue running this program.

N = Exit without running QIM.

Whse

Enter the warehouse number for which to update the LIFO cost in

IM/MAI.

To update the LIFO cost in all warehouses, leave this field blank and

press SKIP.

To exit the program, leave this field blank and press CMD.

Update Corporate Lifo Cost from this warehouse? (Y/N)

This field is displayed only if you entered a specific warehouse number

was entered in the previous field.

Y = Updates corporate Lifo cost from this warehouse.

N = All warehouses are used to update the corporate Lifo cost.

Note: This program is run by item/warehouse, updating each warehouse

as it goes. If the corporate LIFO is to be updated, it is done after all

selected warehouses have been read.

Update Lifo Cost To Replacement Cost? (Y/N)

Y = The new current corporate LIFO cost is moved to the replacement

cost field.

N = The replacement cost remains the same.

Note: If you select to update the replacement cost, it is updated with the

corporate LIFO cost when all warehouses are selected or with the

warehouse LIFO cost (if only one warehouse is selected).

Continue? (Y/N)


N = Exit the program without running QIM.

IM - 168 FPD/202


Merge Warehouse Information (IM/IMM/MWH)

This program is not displayed on the menu and should only be used after

consulting a FASPAC Customer Service Representative.

Use this program to move information from one warehouse to another

warehouse. If the “to” warehouse is not found in the Inventory Master File, it will

automatically be added. If the warehouse record already exists, all the “from”

warehouse quantities will be added to those existing in the “to” warehouse. No

other data in the existing warehouse will be changed.

We recommend that the program be run to print errors only FIRST. Correct all

errors, then run the update. Some errors occur because files cannot be merged

(for example, UPS files cannot be updated).

After the program is run the following should be done:

• Run ACW to correct warehouse average cost, which now includes many

new tag records.

• In SYS, delete the From warehouse.

• In WAM, delete the From warehouse.

• IN SYCD—Record Type WH, delete the From warehouse.

• In SYCD—Record Type WR, delete the From warehouse from the region

list

• Sign on passwords with specific warehouses defined, remove the From

warehouse.

• Posting Accounts for the From warehouse will need to be deleted

manually, but pose no problems if left on file.

FPD/202 IM - 169

MERGE WAREHOUSE INFORMATION (IM/IMM/MWH)


Field Explanation

Enter password

You must enter the password to gain entry into this program. For

assistance, please call the FASPAC Customer Service Center.

From Warehouse

Enter the warehouse number from which to copy the information. This

entry must be a valid warehouse number.

To exit the program, leave this field blank and press SKIP or CMD.

To Warehouse

Enter the warehouse number to which the information will be copied.

Print Errors Only Or Print and Update? (P/U)

P = Prints only (does not update) all the errors found. The system checks

the files, but does not write a new record.

U = Checks all files and prints a list of the errors. Even if errors are

found, this option deletes the From warehouse record and updates the to

warehouse.

Tag Default Location

The following message is displayed at the bottom of the screen:

Tag Locations Are Validated In Warehouse (es) xx

xx No Change to TAG/SLM Enter Default Loc,

SKIP=Leave Tag Loc Unchanged, P=Primary Bin Loc In

To Whse

IM - 170 FPD/202


The first line will not are displayed if both the From and To warehouses

are set in SYS/WCS not to validate locations. The warehouse numbers

are displayed only if the WCS flag is set to Y (validate locations).

If the To warehouse is validating bin locations, a valid location MUST

be entered (if SKIP or P is not selected). The program will not validate

each location found in IM/MAI if P is selected and locations are

validated, they are used regardless.

Any Changes?

Y = Returns the cursor to the first field (From Warehouse) so that the

entries may be changed.

N = The entries are accepted as is.

Continue?

Y = Merge the warehouse information as specified.

N = Exit the program without merging the warehouse information.

The first action of this program is to check if the “from” warehouse is

found in specific files. If it is, the program will not proceed. An error

report will be printed, indicating what needs to be corrected. All errors

are updated to a work file found in the work directory. The file name is

WMWH. Only one user can run this program at a time.

When merging the tag records, the tag numbers remain the same, unless

a duplicate tag number is found in the “to” warehouse. This is unlikely

but can happen. If it does happen, an error will print, indicating the item,

original tag number and the new tag number assigned.

Errors

The following errors will stop the program from continuing:

• WIP/WHT/PTW—found in the “from” warehouse (either transferring to

or from the warehouse). Run this report and finalize.

• WIP/WHT/LWT—found in the “from” warehouse (either transferring to

or from the warehouse). Can any open orders and then run this report and

delete completed orders.

• Physical Inventory in progress or the Physical Inventory Audit Register

has records for the “from” warehouse. Finalize the PHY/LAI and run

PHY/UNF to unfreeze the “from” warehouse.

FPD/202 IM - 171

MERGE WAREHOUSE INFORMATION (IM/IMM/MWH)

IM - 172 FPD/202


Inventory Management Reference Manual - Epicorerpcustomer.epicor.com/docu/faspac/v41/manuals/Volume...

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