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Work with handling status (DIR04001)

The entries on this panel are used in the Item file to restrict the use of an item in a particular routine in DC1. For example, an item can be allowed to be entered on a sales order but not on a purchase order.

The handling status code is also used in the MSDS file (if DC1 Dangerous Goods Handling is installed and activated) to restrict items connected to an MSDS to be entered on orders.

Options


Selection fields

Code
This column lists the existing handling status codes.

Valid in sales order
This column indicates if items/MSDS connected to this handling status code are allowed to be entered on a sales order.
Valid in credit note
This column indicates if items/MSDS connected to this handling status code are allowed to be entered on a credit note.
Valid in quotation
This column indicates if items/MSDS connected to this handling status code are allowed to be entered on a sales quotation.
Valid in purch order
This column indicates if items/MSDS connected to this handling status code are allowed to be entered on a purchase order.
Valid in return to supp
This column indicates if items/MSDS connected to this handling status code are allowed to be entered on a purchase order for return to supplier.
Valid in bill of mat
This column indicates if items connected to this handling status code are allowed to be included in a bill of material (in DC1 Manufacturing).
Valid in manuf.order
This column indicates if items connected to this handling status code are allowed to be entered on a manufacturing order.
Valid in project
This column indicates if items connected to this handling status code are allowed to be entered on a project.
Valid in return
This column is only displayed if the DC1 Requests and Returns application is activated. The column indicates if items connected to this handling status code are allowed to be entered on a requests and returns line.
Sales backlog
This column indicates if items with this handling status code can be backlogged on sales orders.
Purchase backlog
This column indicates if items that are flagged with this handling status code can be backlogged on purchase orders. The backlog code can also be defined in the Item file, panel Supplier information. If you want to be able to backlog the item, then both locations must be set to YES.
Lost sale reason
Displays which lost sales statistic is updated with this information.

Work with handling status (DIR04004)

The entries in this panel are used in the Item file to restrict the use of an item in a particular routine in DC1. For example, an item can be allowed to be entered on a sales order, but not on a purchase order.

The handling status code is also used in the MSDS file (if DC1 Dangerous Goods Handling is installed) to restrict items connected to an MSDS to be entered on orders.

On this panel you enter or maintain details for the handling status code.

Function keys

Handling status code

Valid in sales order
Indicate if items/MSDS connected to this handling status code are allowed to be entered on a sales order.

Note: If the sales order is of type IR (internal replenishment) and Valid in purch order is set to YES, then the items/MSDS will be allowed on the sales order line even if this field is set to NO.

Valid in credit note
Indicate if items/MSDS connected to this handling status code are allowed to be entered on a credit note.
Sales backlog
Indicate if items with this handling status code can be backlogged on sales orders. The backlog code can also be defined in the following locations:

  • Item file, Inventory information panel
  • Sales order type table

If you want to be able to backlog the item all locations must be set to YES.

Valid in quotation
Indicate if items/MSDS connected to this handling status code are allowed to be entered on a sales quotation.
Valid in purch order
Indicate if items/MSDS connected to this handling status code are allowed to be entered on a purchase order.
Valid in return to supp
Indicate if items/MSDS connected to this handling status code are allowed to be entered on a purchase order for return to supplier.
Purchase backlog
Indicate if items that are flagged with this handling status code can be backlogged on purchase orders. The backlog code can also be defined in the Item file, Supplier information panel. If you want to be able to backlog the item both locations must be set to YES.
Valid in bill of mat
This field is only displayed if DC1 Manufacturing is installed and activated. Indicate if items connected to this handling status code are allowed to be included in a bill of material (in DC1 Manufacturing).
Valid in manuf order
This field is only displayed if DC1 Manufacturing is installed and activated. Indicate if items connected to this handling status code are allowed to be entered on a manufacturing order.
Valid in project
This field is only displayed if DC1 Project is installed. Indicate if items connected to this handling status code are allowed to be entered on a project.
Valid in return
This field is only displayed if the DC1 Requests and Returns application is installed and activated. Indicate if items connected to this handling status code are allowed to be entered on a request line.
Lost sale reason
This field is used whenever an item cannot be sold due to its handling status. In those cases lost sales statistics will be automatically generated by the system. Enter a code from the Lost sale reason table to indicate which statistic must be updated with this information.

Work with handling status, Copy (DIR04005)

Code
Displays the handling status code(s) you selected to copy.

New code
Enter a code to identify the new handling status you are creating.

Work with handling status, Deletion (DIR04008)