Inventory System Setup
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Overview of IV01
Inventory System Setup is accessible by supervisory personnel. Access is determined by user login. Inventory System Setup sets up the following Inventory System parameters:
- Auto Print Packing Slip - The parameter is used to automatically generate packing slips following pick-ticket completion
- Physical Inventory Mode - When conducting a physical inventory of the warehouse, this parameter disables Item Quantity Adjustments, Generate Pick Tickets, and Item Picking so that item quantities cannot be altered in the system during the physical inventory
- Cycle Count Mode - Enables/Disables the cycle-counting mode. The Cycle Counting applications are added to the DDI-Connect main navigation menu when cycle-counting mode is enabled and removed when disabled
- Default Material-Receipts Location - Sets the default location in Warehouse Explorer where consignment returns are temporarily held prior to being returned to their permanent locations
- From the DDI Connect main menu, double-click Inventory
- Double-click Setup
- Double-click Inventory System Setup. You will see this screen:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Post inventory transactions to G/L | Indicates whether inventory values impact the general ledger as items are added to/subtracted from inventory |
| Consolidate by date when posting | Indicates whether inventory transactions should be consolidated for posting or posted individually for each posting date |
| Automatically print packing slips after pick tickets are completed | Adds packing slips to the automatic sequence following pick-ticket completion. Otherwise users will need to manually print packing slips |
| Form filename | The form file name should be configured and provided by DDI staff |
| For consignments | If you have a different form for consignment orders, enter that name here. The form should be configured and provided by DDI staff |
| Item # format | Number of digits in the item number. If this field is left blank, the system will automatically display the full item numbers |
| Physical Inventory mode | Selecting indicates that a physical inventory of the warehouse is in process. The Item Quantity Adjustment Program, the Generate Pick Ticket program, and the Item Picking program are disabled so that item quantities cannot be altered in the system. De-selecting places the Inventory system in normal mode. The Item Quantity Adjustment Program, the Generate Pick Ticket program, and the Item Picking program are enabled |
| Enable Cycle Counting functionality | Selecting allows users with appropriate security to use DDI-Connect to conduct periodic cycle counting of inventory. De-selecting disables this functionality |
| Count method | If cycle counting is enabled, a blind count method displays no expected inventory quantities on cycle-count sheets. A non-blind count method displays these quantities |
| Location code | Location in Warehouse Explorer where consignment returns are temporarily held prior to being returned to their permanent locations. This location must already exist in Warehouse Explorer. When a consignment return is completely processed, the list of returned items displays in Warehouse Explorer in the location specified here |
| Picking priority | Numeric value (-9 to 9) indicating the default picking order of items placed in the location identified by the Location code field |
| G/L account | The default general- ledger account affected by purchase-order material receipts and miscellaneous material receipts. You can type the GL account or click the list icon to select from a list of active GL accounts in the system |
| Setup Mission Resources items list | This button is custom for a particular client, and can be ignored |
| Setup Magazine Circulation items list | This button is custom for a particular client, and can be ignored |
When you have finished making your changes, click OK to exit.
