Related topics
- About item segmentation
- About unit handling in DC1
- Setting up Item Classification
- Setting up the basic data and warehouses for DC1 Contract Managed Inventory (CMI)
- Setting up the container handling functionality
- Setting up the functionality for automatic creation of EAN-13 numbers
- Setting up the item sourcing functionality
- Setting up the order property functionality
- Setting up the sales order allocation functionality
- Setting up the sales pricing functionality
- Setting up the same item bonus functionality
Entries entered in this file are used to control many transactions, in the way of definitions and limitations, and are also retrieved from here to many other locations within the system. The information contained in this file can be updated. A printout of the contents in the file can be obtained from the Table printout program selection list program.
Note: If anything in this file is changed, you have to re-start the company for the changes to take effect. This can be done by signing off the company and signing on again, or you can change the company and enter the same company code again.
Function keys
Maintain warehouse | Not displayed if DC1 Inventory Control is installed and activated. Access the Warehouse table |
General
- Multi-currency
- Indicate if the system will handle different currencies. If set to NO, it will not be possible to enter prices in currencies other than the system currency for sales prices. The code can be changed from YES to NO or vice versa.
- Invoice round off
- Indicate if invoice totals should be rounded off. The rounding rules are defined in the Currency table for each currency.
- Main warehouse
- Enter the code of your company’s main warehouse to be used as follows:
- If DC1 Inventory Control is not installed, this warehouse will be used during the Internal Replenishment Suggestion routine as the supplying warehouse.
- If Cost per warehouse is set to NO in this file and no Main cost warehouse is defined for the item, the warehouse defined here is used for landed costs calculation.
- If the DC1 Contract Managed Inventory (CMI) application is installed and activated, the normal or trade (logical) warehouse (i.e. Whs characteristic = 1, 2, 3, 4, 5, 6) defined here will be defaulted during picking and receptions for any inventory contracts you plan on entering into if a warehouse is not defined for the user in Work with user profiles.
- BtB feature used
- Indicate if the BtB (i.e. Back to back order) feature is used in the system. If set to NO, the fields associated with a BtB will not be displayed to the user.
Back to Back orders are sales orders from which purchase orders can automatically be created. A BtB purchase order can have two different types of delivery, i.e. transit delivery or direct delivery. A transit delivery means that the goods will be delivered from the supplier’s premises to our transit stock, and then to the customer. A direct delivery means that the goods will be delivered directly from the supplier to the customer.
The BtB feature is also used for sales order lines that are connected to a manufacturing order as well as for manufacturing order material that is connected to purchase order lines. This means that reservations are booked against the transit stock, and that receptions are put into the transit stock.
Costs
- Sep cost handling
- If BtB feature used is set to YES, you can choose to valuate your transit stock separate from the “normal” stock. This means that the system will differ between the costs of items when stored in the normal stock and when stored in the transit stock (if there is a difference).
If set to YES, every time goods are received into transit stock on a BtB transit purchase order, the Last transit p.cost and Average transit cost fields are updated for the item in the Item file. If set to NO, the two fields mentioned in the Item file are not displayed and used, which means that the normal stock (Last purchase cost and Average cost) is updated as if the item was received into the normal stock.
- Margin cost basis
- Indicate what cost is used to calculate the profit margin at Sales order line entry, Quotation line entry, Sales order profit enquiry and Sales quotation profit enquiry.
Code Description 1 Average cost 2 Standard cost 3 Last purchase cost 4 Purchase price 1 (in Item file, Purchase prices panel) 5 Standard cost sales
- Cost per warehouse
- Determining and keeping track of the total cost incurred of purchasing goods can be difficult as several costs come into play, e.g., supplier’s purchase price, costs for getting it to the warehouse (i.e. landed costs such as freight and insurance). Together with Landed cost tracking, this Cost per warehouse feature lets you more accurately identify how much it costs to supply each warehouse with goods.
Note: This feature is ideal if you have more than one warehouse in which you store goods, especially when the warehouses span a large geographical area. It would typically be used when landed costs are attached to Purchase orders and/or Internal replenishment orders.
Indicate if you want the Cost per warehouse feature to be activated in the system. If set to NO, the Main cost warehouse for the item in the Item file is used for the landed cost calculation. If the To warehouse in the landed costs definition is the same as the item’s main cost warehouse, landed costs are updated for the item. If no Main cost warehouse is defined for the item, the Main warehouse from this file is used.
Note: Although the possibility exists to deactivate this function, (by changing the code from YES to NO), once activated, it would not normally be deactivated. If you change the setting in this field a message is displayed at the bottom on the panel instructing you to Press F7 to start the activation of cost per warehouse, or Press F7 to start the deactivation of cost per warehouse.
- Aut stand pur price
- Indicate if the standard purchase price should automatically be updated to the Item file or Item/Warehouse file when a purchase price is added or changed.
- Order cost
- This field is not displayed if DC1 Inventory Control is installed and activated. Enter the order cost to be used in the WILSON formula calculation. The Wilson formula is used when calculating EOQ.
- Stock rate
- This field is used for two purposes:
- If DC1 Inventory Control is not installed, enter the stock rate (carrying rate) to be used in the Wilson formula calculation. The Wilson formula is used when calculating EOQ. If DC1 Inventory Control is installed and activated, the stock rate to be used is defined in the Replenishment control code table in DC1 Inventory Control.
- This field is also used to estimate the cost of tied up capital in the Start periodical balance update routine. This function updates the cost of actual inventory into the Balance file, which in turn can be included in Profitability analysis reports in the DC1 Report Writer.
- Sales order cost
- Enter the estimated cost for your company, derived from every sales order, when a customer places an order. This cost is used to update records in the Balance file, for the Balance type 066. The applicable data for the balance type is updated when you invoice. This balance type can, in turn, be included in reports you create via the Profitability Analysis tool in DC1 Analyser and the DC1 Report Writer. Balance information can also be analysed in the Balances and transactions enquiry.
- Sales order lne cost
- Enter the estimated cost for your company, derived from every sales order line, when a customer places an order. This cost is used to update records in the Balance file for the Balance type 009 if the order line is for a sales order type or Balance type 209 if the order line is for a service order type. The applicable data for the balance type is updated when you invoice. This balance type can, in turn, be included in reports you create via the Profitability Analysis tool in DC1 Analyser and the DC1 Report Writer. Balance information can also be analysed in the Balances and transactions enquiry.
- Quotation line cost
- Enter the estimated cost for your company, derived from every quotation line, when a customer requires a quotation. This cost is used to update records in the Balance file for the Balance type 083. The applicable data for the balance type is updated when you run the Start periodical balance update routine. This balance type can, in turn, be included in reports you create via the Profitability Analysis tool in DC1 Analyser and the DC1 Report Writer. Balance information can also be analysed in the Balances and transactions enquiry.
Statistics
- Delay update
- This field is used in the Report Writer function. Set to YES if you want to delay updating invoice statistics to the Statistics balance file. (For example, you can update the statistics at night.) Note: To update delayed statistics, execute the Transfer delayed statistics program. If Cost per warehouse on this panel is set to NO, this warehouse will be used when calculating Standard Landed Costs.
- Order flow log
- Only displayed if DC1 Analyser is installed and activated. Indicate if the Order flow log function is to be activated. The code can be changed from YES to NO and vice versa.
If this field is set to YES, information will be logged in the Order flow log file each time a change occurs for a purchase/sales order line at a log point.
If the Order status or Order progress field is set to YES, this field must be set to YES.
You define the warehouse, sales/purchase order type to be logged in the Warehouse table, Sales order type table and Purchase order type table.
Note: The information is logged in iSeries, but is only displayed in DC1 Analyser.
- Order status
- Only displayed if DC1 Analyser is installed and activated. Indicate if the Order status statistics function is to be activated. The code can be changed from YES to NO and vice versa. If this field is set to YES, the Order flow log field must also be set to YES.
If set to YES, information will be logged in the Order status statistics file each time a purchase/sales order changes status at a valid log point.
Per order status the following are measured: warehouse, order type or a combination of these; volume, weight, number of lines, cost value and net value.
You define the warehouse, sales/purchase order type to be logged in the Warehouse table, Sales order type table and Purchase order type table.
Note: The information is logged in iSeries, but is only displayed in DC1 Analyser.
- Order progress
- Only displayed if DC1 Analyser is installed and activated. Enter the order progress statistics code indicating whether or not the order progress statistics function is to be activated.
Code Description 1 No order progress log 2 Log per end of hour, day and period 3 Log per end of day and period 4 Log per end of period If the 2, 3 or 4 codes are entered, information will be logged in the Order progress statistics file each time the purchase/sales order reaches a new log point. Logging this information will enable you to view the aggregated information of the different stages in the sales/purchase order cycle. The Order flow log field must also be set to YES, if this function is activated.
Per log point the following are measured: the number of lines passing from one point (stage) to another and the average time it took the order to get to each stage.
You define the warehouse, sales/purchase order type to be logged in the Warehouse table, Sales order type table and Purchase order type table.
Note: The information is logged in iSeries, but is only displayed in DC1 Analyser.
Periods
- No of workdays/year
- Enter the number of work days per year for your company, to be used for calculating the forecast of the anticipated item sales in one year. This information is referenced in the following routines:
- Create purchase suggestion
- Print purchase suggestions
- Calculate re-order point
If DC1 Manufacturing is installed and activated, the information is used to divide the annual forecast for an item, into forecast per day. The daily forecast is used to:
- calculate the priority value in the Priority analysis
- calculate the safety stock in the Shortage analysis and the MRP calculation.
- Turn of year period
- Enter the turn of year period start date in the first field and the end date of the turn of year period in the second field. This information is referenced in the Turn of year routine and will be displayed on the bottom of that panel as a warning, but can be ignored. This period information need only be established when the system is first installed. When running the Turn of year program after the period established in these fields has expired, the current year in which the routine is run will be updated in these fields.
- Last yearly reorg
- When turn of year is started, you have to enter the year for which the opening balances should be created. This year will be updated in this field. This field will be updated with today’s date if turn of year is run in the year you have created opening balances for. If you run the program before this year, the field will be updated with 0101xxxx, where xx = year for opening balance.
- Administration time
- Enter the administrative time in days. This is used for requirements planning.
- Pick list period
- On the selection panel for printing pick lists, the number of days entered here is added to the system date to give the suggested dispatch time.
- Rec note period
- On the selection panel for printing reception notes, the number of days entered here is added to the system date to give the suggested arrival time.
- Period, balance upd
- Displays the last updated period from the Start periodical balance update routine. If the entered To period (in the Start periodical balance update routine) is greater than the Last closed period for the company, then the DIS control file is updated with the Last closed period, otherwise the DIS control file is updated with entered To period. For more details, see the Panel help for the Start periodical balance routine.
- NCC retention period
- Enter the minimum number of days the non-conforming certificates should be kept in the system. When you run the Reorganise non-conforming certificate file program, the program checks the creation date of the certificate and adds this number of days to the date. If this calculated date is older than the date entered in the reorganisation program, the certificate will be eligible for deletion.
- Quot expiry days
- Optional entry. Enter the number of working days which will be added to the current date of a quotation to give you a default expiry date for the quotation.
DIS control file maintenance, Pricing policies (DMR90002)
The pricing policies for the DC1 company are defined on this panel.
- Standard price list
- Mandatory entry. The system supplies a default price list identifier (price list 01 in Sales Price list table), which is automatically connected in this field. Note: You do not have to use it or establish any other Sales price list because you can define the prices in the Customer contracts or Sales pricing methods. When DC1 Distribution runs the main pricing program (DMR910) it will start with retrieving a Base price. The base price retrieval will be done using price lists in the following order until a price is retrieved:
- Using the price list that has been passed to the program as an input parameter. In sales order entry this will be the price list that you find in the order header (and that price list is retrieved from the Customer file and can also be overridden).
- Using the standard price list defined in this file.
It will use this base price as the starting point for calculating any prices or discounts as it needs a starting price in the event that it encounters only discounts in the Customer contracts and Sales pricing methods. It will also use this base price when checking against amount limits if no price has been encountered at that point.
Enter a code from the Sales price list table indicating the standard price list that will be used as the system default.
Sequence for pricing
In the fields below you define the sequence (1-3) in which the system will search the Sales price list, Customer contracts and Sales pricing methods in order to calculate the sales price for a sales order/quotation line. Sequence 1 is read before sequence 3. During this search it may be possible that more than one price is found. In such an event the First price or Best value compared to promotion parameters (the First price/prom or Best value/prom fields) must be defined to control this.
- Contract
- Mandatory entry. Enter a value from 1-3 to specify the sequence in which the system will search the Customer contract file to calculate the sales price for a sales order/quotation line.
- Price list
- Mandatory entry. Enter a value from 1-3 to specify the sequence in which the system will search the Sales price list file to calculate the sales price for a sales order/quotation line.
- Pricing method
- Mandatory entry. Enter a value from 1-3 to specify the sequence in which the system will search the Sales pricing methods file to calculate the sales price for a sales order/quotation line.
- First price/prom
- Mandatory entry. When the First price/promotion is run it will take the first price that is found from any of the three pricing sources (i.e. Contract, Price list or Normal sales pricing method) and compare that net price with the best net price from the Promotion sales pricing methods.
If you set this flag to YES, the system will select the lowest of either the first price found, or the promotion type method selected. Which promotion record is selected will depend upon the settings of the Stop search fields on each of the qualifying methods. If all of these have Stop search set to NO then the best promotion price will be used. If any of the promotion methods have Stop search set to YES then the lowest price found in the promotion records that have been read up to and including this one will be used.
Note: Both the First price/prom and Best value/prom may be set to NO in which case the first price found will be used.
- Best value/prom
- Mandatory entry. When the Best value/promotion is run the search is performed on the following pricing sources: Contracts, Price list, Normal sales pricing method and Promotional sales pricing method.
If you set this flag to YES, the system will select the lowest net price found from any of these pricing sources (chain discounts will also be included in the net price if that is applicable). Which normal or promotion pricing method record is selected will depend upon the settings of the Stop search field on each of the qualifying methods. If all of the normal or promotion pricing method records have Stop search set to NO then the best normal or promotion price will be used in the comparison to find the best net price. If any of the normal or promotion pricing methods have Stop search set to YES then the lowest price found in the normal or promotion records that have been read up to and including this one will be used.
Note: Both the Best value/prom and First price/prom may be set to NO in which case the first price found will be used.
- Short term pricing
- Indicate if short term pricing is allowed. If you set this flag to YES, you can use the validity dates of the Sales pricing methods (in Sales pricing methods file) as additional keys to allow you to limit the time span that the methods are effective. These validity dates are typically used to modify an existing method for a short period of time without making extensive changes to the method definition itself.
Short term pricing will first consider method details specified with both Valid from and Valid to dates. Where there are overlapping dates, the system wll select the detail with the closest Valid from date prior to the pricing date. It will then select method details with open date ranges.
- FOC items
- Indicate if Free of charge items are allowed as a method of giving discounts. FOC items as discounts are not valid for Order line summary discounts (type O) or Header discounts (type H).
If you set this flag to YES, you will be able define FOC discounting information for Limit codes, Customer Contracts, Sales price list (via an attached Limit code) and Sales pricing method types (excluding O and H). If you set this flag to NO, the FOC items related fields will not be displayed in the system.
The valuation of FOC items can be utilized in the “First price/best value compared with promotion” pricing logic, Promotion budgeting and SMS rebate claims. The value of the FOC items represents the net price of an item in the normal situation, i.e. it represents the pricing of an item, when it is not given as a FOC item (for example, picking an item’s price from a sales price list).
If an FOC item line is created as a result of the pricing of a sales order line, a reference between the base line and the FOC item lines will be visible throughout the entire sales order process (displayed in the Line connection enquiry which is accessible via the function list in the sales order/quotation related programs). Profit calculation, statistics and bookkeeping will also be affected for base lines that have connected FOC item lines. The FOC item information can also be printed on various external printouts. See FOC item information print on this panel for more information.
- Additional discount
- Indicate if the system should apply any applicable discounts to a manually entered price or discount on a sales order line or quotation line.
If you set this field to NO the result is as follows: If a price and/or discount is manually entered, at the creation of a sales order (or quotation) line, no other discounts except H type will be automatically applied.
The Man price field (i.e. manually priced at creation) in sales order and quotation line entry is used together with this field to control which types of discount are automatically applied at creation of the line. See The types of discounts automatically applied to the line for more information.
- Chain discount
- Mandatory entry. Indicate if chain discounts can be applied in DC1 Distribution. Chain discounts can be applied on top of prices and discounts generated from a Customer contract, Sales price list and/or Sales Pricing method type of N (Normal).
If you set this flag to YES, you can set the Chain discounts flag to YES or NO for each individual price or discount in Customer contracts, Sales price lists and Sales pricing method types of N (Normal).
If you set this flag to NO, the chain discount related fields will not be displayed in the system.
Note: The actual chain discounts to be applied are set up as a Sales Pricing method type C in the Sales pricing methods file. If this flag is changed from YES to NO, the system will verify if chain discounts exist, or have been defined, in the Sales pricing methods file. If chain discounts are found, you cannot change this flag to NO.
- Bonus
- Set this field to YES to activate the same item bonus functionality, thereby making the bonus fields visible in the system. This functionality gives you the possibility to offer a sales incentive in the form of a “same item bonus”, i.e. the customer is not charged for one or more of the same item on a sales order. For example, the ordered quantity can be 10 but the invoiced quantity can be 8.
- Order summary disc
- Mandatory entry. Indicate if Order summary discounts (i.e. Sales pricing method types O and H) can be applied in DC1 Distribution. Order summary discounts can be applied on top of prices and discounts generated from a Customer contract, Sales price list and/or Sales pricing method of type N (Normal), C (Chain) and/or P (Promotion).
If you set this flag to YES, you will be able to set the Order summary disc flag to YES or NO for each individual price or discount in Customer contracts, Sales price lists and Sales pricing methods of types N, C and P.
If you set this flag to NO, the Order summary discount related fields will not be displayed in the system.
Note: The actual discounts to be applied are set up as a Sales Pricing method type O (Order line summary discount) and/or H (Header discount) in the Sales pricing method file. If this flag is changed from YES to NO, the system will verify if order summary discounts exist, or have been defined, in the Sales pricing methods file. If order summary discounts are found, you cannot change this flag to NO.
- Basket processing
- Basket is a DC1 term that signifies a collection of item related elements, (e.g., item, item group, item family), that together form an entity upon which order summary sales pricing methods, with types O (Order line summary discount) and H (Header discount), can be applied.
Set this flag to YES if you want to allow basket processing in this company. If you set this flag to NO, basket processing will not be permitted and no related fields will be displayed on panels.
You create the basket definitions in the Work with baskets file. If you want to set up pre-defined keys to limit the flexibility of the basket definitions, complete the Keys 1-3 fields on this panel. See the description for Fixed basket keys and Keys 1-3.
Fixed basket keys
Baskets can basically be defined with any mix or combination of the item related sales related keys. In addition, a high volume of files accesses takes place during the basket qualification process. DC1 installations with many basket definitions and high volume of sales order lines may experience a reduction in performance when retrieving baskets in the pricing process. To prevent this, a mechanism is in place making it possible to reduce the file accesses and increase performance by limiting the combination of keys that can be used to define baskets. These fixed basket key 1-3 fields allow you to define the item related keys (from the DIS control keys file) that will be used as pre-defined keys when baskets are defined.
If you fill in any one of these keys here the basket pricing set-up process will restrict the possibility to flexibly define any key combination for a basket in the Work with baskets file, and only permit these fixed basket pricing key(s) to be used. The Key 1-3 fields are open for maintenance when the Basket processing field on this panel is set to YES and as long as no basket has been defined in the system, i.e. no basket definition exists. Otherwise the fields are protected from maintenance. All basket definitions must be removed/deleted from the system before the basket pricing policy could be changed from full flexibility to fixed basket pricing keys or vice versa.
- Keys 1-3
- These fields are open for maintenance when the Basket processing field on this panel is set to YES and as long as no basket has been defined in the system (i.e. no basket definition exists in the Work with baskets file). Enter the item related keys from the DIS control keys file that will be used as pre-defined keys when baskets are defined. If one of these keys is filled in, the basket pricing set-up process will protect the possibility to flexibly define any key combination for baskets, in the Work with baskets file. This means that only the fixed basket pricing keys, defined here, will be permitted for use.
A/R payment terms
- Cash discount deduct
- Mandatory entry. Indicate if the cash discount should be deducted from the VAT base amount. If set to YES, the Cash discount percentage 1, defined in the Terms of payment table, shall be deducted from the VAT base amount before the calculation of invoice total and VAT amount is done in the sales order Invoicing routine. The cash discount percentage will then be displayed on the invoice and invoice copy before the presentation of VAT lines, if this feature is selected and the cash discount is not zero. Note: The entry for this field can, optionally, be overridden on Customer level in the Business partner file.
Code Description Cash discount deduct YES Net amount on order line 100.00 VAT percentage 25 % Cash discount percentage 10 % The values on the invoice are:
Order line total 100.00 VAT amount (25 % of 90.00) 22.50 Invoice total 122.50 Code Description Cash discount deduct NO Net amount on order line 100.00 VAT percentage 25 % Cash discount percentage 10 % The values on the invoice are:
Order line total 100.00 VAT amount (25 % of 100.00) 25.00 Invoice total 125.00 Note: If you want the cash discount to be calculated from the gross amount, i.e. the cash discount base amount is gross, you must set this field and the Cash disc net amount field in the Terms of payment table to NO.
Order summary base values
If you intend to apply Order summary related discounts (i.e. Types O (Order line summary discount) and/or H (Header discount) in the Sales pricing methods file) the system will have to perform a calculation to work out the total price and, therefore, needs to know what price it should use (i.e. non-discounted or a discounted net price). You specify which price it should use in the Line level and Header level fields below.
- Line level
- Indicate whether the order line non-discounted price or net price is to be used in the order summary line level discounts calculation. Note: This net price is the net price before any order summary discounts have been applied (O-type or H-type discounts), i.e. after the very last chain-discount.
- Header level
- Indicate whether the order line undiscounted price or net price is to be used in the order summary header level discounts calculation. Note: This net price is the net price before any order summary discounts have been applied (O-type or H-type discounts), i.e. after the very last chain-discount.
FOC item information print
Indicate if you want Free of charge item information to be printed on each of the external documents. This information will include the base and dependent FOC line references.
- For all Base lines for FOC item lines, all connected FOC item lines will be printed: Dependent FOC item line 99999
- For all Dependent FOC item lines the originating base line for the FOC item will be printed: FOC item from line 99999
- Quotation
- Indicate if you want FOC item information (i.e. base and dependent FOC line references) printed on the quotation printout and the quotation list type 2 printout.
- Order confirmation
- Indicate if you want FOC item information (i.e. base and dependent FOC line references) printed on the order confirmation printout.
- Transport note
- Indicate if you want FOC item information (i.e. base and dependent FOC line references) printed on the transport note printout.
- Invoice
- Indicate if you want FOC item information (i.e. base and dependent FOC line references) printed on the invoice.
DIS control file maintenance, Number series (DMR90003)
The number series used for automatic numbering of printouts, except Invoice related documents, is defined on this panel. The number series for invoice related documents is connected via a document type, which you can connect via the Invoice types function key on this panel.
Function keys
Maintain number series | Access the Number series table. |
Invoice type | Access the Work with invoice types panel to connect the document types for the types of invoice related documents supported in DC1. The number series set-up for these types of documents differs from other types of documents that require a number series. All invoice related documents require a connection to a document type, which is ultimately connected to a number series. See About number series handling for invoice related documents for more information. If DC1 Alert Management is installed and activated you can configure an alert, (i.e. SONOTINVCD = Sales order not invoiced), to be triggered during invoicing that will alert the user if the document type is not found or if no number series is found. In both cases the order will not be invoiced. See Configure the system to send/receive alert messages for more information. |
- Sales order
- Enter the number series used for automatic numbering of sales orders.
- Pick list
- Enter the number series used for automatic numbering of pick lists.
- Transport note
- Enter the number series used for automatic numbering of transport notes.
- Quotation
- Enter the number series used for automatic numbering of quotations.
- Purchase order
- Enter the number series used for automatic numbering of purchase orders.
- Reception note
- Enter the number series used for automatic numbering of reception notes.
- IR suggestion
- Enter the number series used for automatic numbering of internal replenishment suggestions.
- Purchase suggestion
- Enter the number series used for automatic numbering of purchase suggestions.
- Stock take
- Enter the number series used for automatic numbering of stock take lists.
- Transfer journal
- Enter the number series used for automatic numbering of bookkeeping transfer journals.
- Consolidat pick list
- Enter the number series used for automatic numbering of consolidated pick lists.
- Invoice journal
- Enter the number series used for automatic numbering of invoice journals.
- Non-conf certificate
- Enter the number series used for automatic numbering of non-conforming certificates.
- Shipment
- Enter the number series used for automatic numbering of shipment documents.
- Manual invent trans
- Enter the number series used for automatic numbering of manual inventory transactions.
- Temporary numbers
- Temporary numbers are used for internal purposes only in the following routines:
- Cash sale entry
- Order structure entry
- Sales order copy
Note: The number series entered cannot use the same number range as any of the other number series on this panel. The number range is defined in the Number series table.
- Batch recalls
- Enter the number series used for transactions involving batch recalls.
- Replenishment
- Enter the number series used for automatic numbering of “Put away from bulk” and “Replenishment of primary pick” transactions.
- Return suggestions
- Enter the number series used for return suggestions.
- Order allocation
- Enter the number series used for automatic numbering of sales order allocations.
- BPR
- Only displayed if DC1 Requests and Returns is installed and activated. Enter the number series used for automatic numbering of requests.
- Purchase requisition
- Enter the number series used for automatic numbering of purchase requisitions.
- Request for quote
- Enter the number series used for automatic numbering of requests for quote.
- Warranty claims
- Only displayed if DC1 Service is installed and activated and activated. Enter the number series used for automatic numbering of warranty claims. Warranty claims are automatically created during the invoice routine.
- SVC order suggestion
- Only displayed if DC1 Service is installed and activated and activated. Enter the number series used for automatic numbering of service suggestions.
- R/F instructions
- Only displayed if DC1 Radio Frequency is installed and activated. Enter the number series used for automatic numbering of R/F instructions.
- R/F batches
- Only displayed if DC1 Radio Frequency is installed and activated. Enter the number series used for automatic numbering of R/F batches.
- SMS rebates
- Only displayed if DC1 Supplier Marketing Support (SMS) is installed and activated. Enter the number series used for automatic numbering of SMS rebate claims.
- Inbound shipment
- Enter the number series used for automatic numbering of inbound shipments.
- Rebate claim
- Only displayed if the DC1 Customer/Supplier Rebates (RBT) application is installed and activated. Enter the number series used for automatic numbering of rebate claims.
- Rebate payment
- Only displayed if the DC1 Customer/Supplier Rebates (RBT) application is installed and activated. Enter the number series used for automatic numbering of rebate payments.
- Container number
- Only displayed if the CONTAINR (Container handling) function is activated in the Function control file. Enter the number series used for delivery box containers.
- Cont simulation no
- Only displayed if the CONTAINR (Container handling) function is activated in the Function control file. Enter the number series used for container simulation.
- Packaging cont no
- Only displayed if the CONTAINR (Container handling) function is activated in the Function control file. Enter the number series used for packaging containers.
DIS control file maintenance, Exchange rates and VAT handling codes (DMR90004)
Additional information is to be entered concerning exchange rates and VAT handling codes.
Function keys
Maintain VAT code | Access the VAT handling code table. |
Exchange rates
In the fields below you define the exchange rate parameters that are to be used for finding the correct exchange rate in the Exchange rate table.
Period | Level |
---|---|
Day | High |
Week | Medium |
Month | Low |
Year | – |
- Period sales order
- Mandatory entry. Enter the code for DAY, WEEK, MONTH, or YEAR, indicating the currency period used for exchange rates for sales order transactions.
- Level sales order
- Mandatory entry. Enter the code for HIGH, MEDIUM or LOW, indicating the currency level for exchange rates used for sales order transactions.
- Period purch order
- Mandatory entry. Enter the code for DAY, WEEK, MONTH, or YEAR, indicating the currency period for exchange rates used for purchase order transactions.
- Level purchase order
- Mandatory entry. Enter the code for HIGH, MEDIUM, or LOW, indicating the currency level for exchange rates used for purchase order transactions.
- Period VAT
- Mandatory entry. Enter the code for DAY, WEEK, MONTH, or YEAR, indicating the currency period for exchange rates used for VAT calculations.
- Level VAT
- Mandatory entry. Enter the code for HIGH, MEDIUM, or LOW, indicating the currency level for exchange rates used for VAT calculations.
Import/Export codes
In the fields below, enter the codes to be used as import/export default codes.
- Default sales
- Mandatory entry. Enter a code from the VAT import/export code table, to be used as a default import/export code for sales. If a code is defined in the Country/country VAT table, that code overrides the one entered here.
- Default purchase
- Mandatory entry. Enter a code from the VAT import/export code table, to be used as a default import/export code for purchases. If a code is defined in the Country/country VAT table, that code overrides the one entered here.
Fees
In the fields below you define VAT handling codes which are used for calculating the different fees for a sales order. VAT handling codes on fee level are used to accumulate the fees into the correct VAT base when calculating invoice total/cash sale total.
VAT handling codes for sales fees are assigned in the following programs:
- DIS control file
- Country/Country VAT table
If the order is VAT free, all these VAT handling codes will be overridden by the code defined in the Default VAT free field.
- Freight
- Enter the VAT handling code to be used for calculating and accounting of freight fee on a sales order.
- Postage
- Enter the VAT handling code to be used for calculating and accounting of postage fee on a sales order.
- Insurance
- Enter the VAT handling code to be used for calculating and accounting of insurance fee on a sales order.
- Administration fee
- Enter the VAT handling code to be used for calculating and accounting of administration fee on a sales order.
- Invoice fee
- Enter the VAT handling code to be used for calculating and accounting of invoice fee on a sales order.
- Cash sales fee 1-3
- In the three cash sales fee fields, enter the VAT handling code to be used for calculating and accounting of cash sale fee on a cash sale.
- Cash
- For each of the fees, indicate if the fee amount should be included in the cash discount base amount. The terms of payment on a sales order controls if cash discount is allowed. Note: The Cash discount base field in the Item file, Inventory information panel, determines if the order value for an item should be included in the cash discount base amount or not.
- Turn
- For each of the fees, indicate if the fee amount should be included in the turnover amount. Note: The Turnover amount field in the Item file, Inventory information panel, determines if the order value for an item should be included in the turnover amount or not.
- Sales tax category
- For each of the fees, enter a code from the Sales tax category table indicating the tax category in which the fee should be included. Note: These fields will only be displayed if sales tax handling is activated in your system. Sales tax handling is activated by entering YES in the Sales tax handling field within Work with companies.
- Default VAT sales
- Enter a code from the VAT handling code table, to be used as a default VAT handling code for sales. VAT handling codes for Sales order lines are assigned in the following programs:
- DIS control file
- Country/Country VAT table
- Item file, Country/Country VAT information panel
- Business partner VAT table.
When searching for the correct VAT handling code to a sales order line, the search is performed in the opposite order than described above.
- Default VAT purchase
- Enter a code from the VAT handling code table, to be used as a default VAT handling code for purchases. VAT handling codes for Purchase order lines are assigned in the following programs:
- DIS control file
- Country/Country VAT table
- Item file, Country/Country VAT information panel
- Business partner VAT table.
When searching for the correct VAT handling code to a purchase order line, the search is performed in the opposite order than described above.
- Default VAT free
- Mandatory entry. Enter a code which is defined as a VAT free code in the VAT handling code table. This code overrides the codes specified for the fees below if the order is VAT free and the Sales/Purchase order lines if they are to be VAT free. However, if a VAT free code is defined in the Item file or in the Country/country VAT table, these codes, in that hierarchical order, override the one entered here.
- Post VAT=0 BASE<> 0
- Indicate if a VAT amount of zero should be posted to DC1 Financials if the VAT base is not equal to zero. Note: If you want to use the function of printing VAT declaration and VAT quarterly sales report, this field should be set to YES. Otherwise the VAT transactions with the amount of zero are not updated in the VAT file, which means that the reference amount will also not be updated in the VAT file.
- Turnover excl VAT
- The field is only displayed if DC1 Financials is not installed and indicates whether or not the turnover amount, that is written to the invoice transaction file for transfer to another financial system, includes or excludes the VAT amount.
If DC1 Financials is installed, this field is replaced by a similar field in the A/R control file.
DIS control file maintenance, User defined text (DMR90005)
The fields displayed on this panel have no relevance within the system, but can be used for your information only. You can define user-specific numeric and alpha texts which can then be referenced in the Item file.
- Numeric
- In the three fields at your disposal, enter the user defined numeric text to be referenced in the Item file. The first two fields will be displayed on panel Basic data and the last field will be displayed on the Warehouses panel.
- Alpha
- In the three fields at your disposal, enter the user defined alpha text to be referenced in the Item file. The first two fields will be displayed on panel Basic data and the last field will be displayed on the Warehouses panel.
- Numeric (location)
- Only displayed if DC1 Service is installed and activated and activated. Enter the user defined numeric text to be referenced in the Service location file.
- Alpha (location)
- Only displayed if DC1 Service is installed and activated and activated. Enter the user defined alpha text to be referenced in the Service location file.
- Numeric (object)
- Only displayed if DC1 Service is installed and activated and activated. Enter the user defined numeric text to be referenced in the Service object file.
- Alpha (object)
- Only displayed if DC1 Service is installed and activated and activated. Enter the user defined alpha text to be referenced in the Service object file.
- Cash fees
- Enter the user defined text to be referenced in the Sales order entry routine when entering cash receipts.
DIS control file maintenance, Extension package and shipment info (DMR90006)
On this panel package type information is defined. This information is used by the Shipment preparation process and the Package type table for planning routes, package handling, and re-assigning shipments as well as automatic numbering of EAN-13 numbers.
Function keys
Maint extended numb series | Access the Work with extended number series panel to view or maintain number series for pallets, packages, and serialized put away labels, and EAN-13 numbers (if the EAN-CRT (Automatic create of EAN number) function has been activated in the Function control file). |
EAN creation set-up | This function key is only displayed if the EAN-CRT (Automatic create of EAN number) function has been activated in the Function control file. Access the EAN creation set-up panel where you define the types of items that allow automatic creation of EAN-13 numbers. You can also enter exceptions for the existing item-related DIS control keys (i.e. the values for the items that are not to be included in the automatic EAN-13 number creation). |
- Length of com prefix
- Enter the number of digits that the Company prefix parameter (below) must be comprised of. This value determines the length of the code used to identify your package number series as well as EAN-13 number series.
Permitted values:
- 6
- 7
- 9
- Company prefix
- Enter the code that will identify your company in the package number series and/or the EAN-13 number series. Note: The number of digits entered in this field must correspond to the value entered in the Length of com prefix parameter (above).
- Package type class
- Enter a value ranging between 1 and 9 that will be used to classify the package type. This digit will be the first digit used in the package numbering. Typically the value 3 would be entered in this field as it is an EAN numbering standard that identifies an “unclassified document type”. This value can be overridden by the Package type table. Note: This value can only be changed by the system administrator. If this field is left blank the value 3 will be defaulted.
Extended number series
- Package
- Enter a code from the Work with extended number series table to indicate the package number series that will be used by your company. Note: To add a record to this table click Maint extended numb series.
- Pallet
- Enter a code from the Work with extended number series table to indicate the pallet number series that will be used by your company. Note: To add a record to this table click Maint extended numb series.
- Put away label
- Enter a code from the Work with extended number series table to indicate the number series that will be used by your company for serialized put away labels. This is used when put away is done for items not received in pallets.
Serialized put away labels can be printed for received cases or stock units. This serialized put away label number can be used for R/F put away. If you, e.g. scan the pallet number, then the system will identify the correct put away instruction and suggest the put away location.
- EAN number
- This field is only displayed if the EANCRT (Automatic create of EAN number) function is activated in the Function control file. Enter a code from the Work with extended number series table to denote the number series that will be used by your company for automatic numbering of EAN-13 numbers. The number series has to be defined with a length of 12 digits or the sum of number of digits plus a manually entered company prefix. If the latter, the number of digits plus the company prefix must equal 12.
Re-assign shipment
There may be times when a change to a sales order line causes it to be bumped off a shipment.
This may be due to:
- the dispatch date may be different than that of the outgoing shipment
- change of manner of transport
- dispatch date changed
- change in destination
Whether or not the sales order line will be re-assigned to another shipment depends upon how the following four parameters are set up.
Changes to the sales order line can be incurred:
- Manually
- During sales order re-planning
- During BtB orders
- or through the Data Interchange file
There are two ways that a sales order can be assigned to a shipment:
- Automatically by the system
- Manually by a user
Automatically assigned: Only orders that were booked onto a shipment by the system will be automatically re-assigned.
Manually assigned: If a sales order line was manually booked onto a shipment. The system will not re-assign it. It must be manually re-assigned to another shipment.
For example: If changes are made to an order (that had been manually assigned to a shipment) and, as a result of these changes, can no longer be included on that shipment, then the order will have to be manually re-assigned to another shipment.
- Manual change
- Indicate if goods should be assigned to a new shipment if they are bumped off a shipment due to a manual change in the Work with sales order routine.
- Replanning
- Indicate if the sales order line should be assigned to a new shipment if goods are bumped off a shipment due to a change caused by the Sales order replanning routine.
- BtB/MDC change
- Indicate if goods should be assigned to a new shipment if they are bumped off a shipment due to a change in the BtB sales order or MDC sales order.
Note: This is not to be confused with the manual change of the BtB sales order line; that would be controlled by the Manual change parameter (above). This type of change can occur, for example, when the BtB order is automatically created via the purchase order entry routine (the Transit delivery or Direct delivery field is set to YES in the Purchase order type table). Some changes to the Purchase order may impact the BtB sales order. If these changes result in the BtB order being removed from the shipment then setting this field to YES will cause the BtB order line to be designated to another shipment.
- DI change
- Indicate if goods should be assigned to a new shipment if they are bumped off a shipment due to changes coming out of the Data Interchange file. Note: This can include changes that were made by the MDC supplying company to the sales order line.
- Assign at ord close
- Set this field to YES to indicate that the sales order lines should be assigned to a delivery route once an order is closed. Set this field to NO to indicate that the sales order lines should be assigned to a delivery route once they are entered.
- Search time period
- This field is used whenever orders are moved to another shipment. This field specifies, up to, the number of work days, shipments can be bumped up. All of the outgoing shipments that are available during that time frame will be searched to see if the order can be placed in it. Enter the number of days in which the order can be bumped up.
DIS control file maintenance, Unfulfilled supply (DMR90007)
Information regarding any items not supplied to the customer can be printed on external documents and DI documents (ORDRSP, DESADV and INVOIC). The source for this information can be:
- Lost sales statistics
Two functions for automatic lost sales recording are available; one for interactive entered orders (LSTSL-AO (Lost sales, auto fulfillment DI)) and one for batch created (LSTSL-DI (Lost sales, auto fulfillment DI)). If these are activated in the Function control file, then lost sales information will be generated when order fulfilment rules are applied and an order line cannot be fully supplied. Note: It is not only automatically created lost sales that can be printed. You can define per lost sales reason code if you want transactions for the actual lost sales reason code printed. - Lines to be delivered later
- Alternative supply source (i.e. dispatch from other warehouse than requested)
On this panel you define what unfulfilled supply information you want printed and on which external documents. In the Customer file you set the Unfulfilled supply field to YES if the customer wants this information. This value can be changed for a specific order on order header level. This controls whether the information is printed or not on the documents defined in this file.
If, for example, this information should be printed on the Transport note, the normal lines are printed first. At the end of the printout the heading Not supplied items, Delivered later and/or Alternate supply will be printed together with appropriate information.
Lost sales
- Rsn code, autom fulf
- Enter the lost sales reason code, for loss of sales due to unsuccessful order line fulfilment, to be used when lost sales statistics are created automatically.
- Rsn code, quot close
- Only valid if the LSTSL-QT (Lost sales tracking, quotation) function is activated in the Function control file. Enter the lost sales reason code, for loss of sales due to automatic closing of quotations during quotation copy or quotation reorganisation process, to be used when lost sales statistics are created automatically.
Unfulfilled supply
For each of the external documents indicate what unfulfilled information you want printed.
Order confirmation
- Lost sales
- Indicate if you want unfulfilled supply information, due to lost sales statistics, to be printed on the order confirmations.
Pick list
- Lost sales
- Indicate if you want unfulfilled supply information, due to lost sales statistics, to be printed on pick lists. Note: This information is not printed on consolidated or zoned pick lists as these are considered internal documents.
- Alt supply source
- Indicate if you want unfulfilled supply information, due to an alternative supply source (i.e. lines supplied from another warehouse), to be printed on pick lists. Note: This information is not printed on consolidated or zoned pick lists as these are considered internal documents.
- Delivered later
- Indicate if you want unfulfilled supply information, due to later delivery, to be printed on pick lists. Note: This information is not printed on consolidated or zoned pick lists as these are considered internal documents.
- Consider req date
- This field controls how the system should determine what lines to be delivered later should be included on the printout. If you set this field to YES, dispatch date must be later than requested date to be seen as To be delivered later. If you set this field to NO, all late lines with status less than or equal to 30 are to be seen as To be delivered later, regardless of requested date.
Transport note
- Lost sales
- Indicate if you want unfulfilled supply information, due to lost sales statistics, to be printed on transport notes.
- Alt supply source
- Indicate if you want unfulfilled supply information, due to an alternative supply source (i.e. lines supplied from another warehouse), to be printed on transport notes.
- Delivered later
- Indicate if you want unfulfilled supply information, due to later delivery, to be printed on transport notes.
- Consider req date
- This field controls how the system should determine what lines to be delivered later should be included on the printout. If you set this field to YES, dispatch date must be later than requested date to be seen as To be delivered later. If you set this field to NO, all late lines with status less than or equal to 30 are to be seen as To be delivered later, regardless of requested date.
Invoice
- Lost sales
- Indicate if you want unfulfilled supply information, due to lost sales statistics, to be printed on invoices.
- Alt supply source
- Indicate if you want unfulfilled supply information, due to an alternative supply source (i.e. lines supplied from another warehouse), to be printed on invoices.
- Delivered later
- Indicate if you want unfulfilled supply information, due to later delivery, to be printed on invoices.
- Consider req date
- This field controls how the system should determine what lines to be delivered later should be included on the printout. If you set this field to YES, dispatch date must be later than requested date to be seen as To be delivered later. If you set this field to NO, all late lines with status less than or equal to 30 are to be seen as To be delivered later, regardless of requested date.
DIS control file maintenance, User defined order properties (DMR90008)
On this panel you set up and activate the Order property functionality.
On this panel you also define the lead text for the different fields containing the attributes/demands. This lead text will describe the corresponding field when working with order property maintenance.
Note: You have eleven fields at your disposal. In order to display proper panel values for the first nine fields, one panel value group containing the desired values must be defined in the Panel value control file for each field. This configuration can only be made by your system administrator.
- Active
- Indicate if you want to activate or deactivate the order property functionality.
- Mandatory for header
- Indicate if the order property code must be entered at order header level. If set to NO, a code can be optionally entered.
- Mandatory for lines
- Indicate if the order property code must be entered at order line level. If set to NO, a code can be optionally entered.
- Synchronise lines
- Indicate if you want the Order property field on new sales order lines to be automatically updated according to the current order property code on the sales order header. This also applies for existing lines if the order property code is changed on the order header.
Order properties lead texts
Under this column heading are eleven fields for adding lead text. Enter the description you want to be available for each corresponding order property field in the Work with order properties program. Different attributes are then assigned to each lead text by entering valid values, predefined in the Panel value control file, in the order property field. The first nine order property fields are available for alpha-numeric entries. The last two fields are available for numeric entries.
Note: Only those fields with lead text attributed to them will be displayed in the Work with order properties routine.
DIS control file maintenance (DMR90009)
Additional information is to be entered concerning sales orders, purchase orders, landed costs, freight documents, labels and item display/search functionality.
Function keys
Maintain warehouse | Not displayed if DC1 Inventory Control is installed and activated. Access the Warehouse table. |
Sales orders
- Sales order priority
- Optional entry. Enter a code from the Sales order priority table indicating the default priority of the sales order. If no priority is defined for the customer in the Business partner file, or on the sales order type in the Sales order type table, this code will be used on the sales order line.
The priority codes are used in the event of a shortage in stock so that deliveries can be dispatched via the Work with allocation routine according to their priority. By using priority codes special and individual treatment can also be provided to customers in terms of delivery service.
- Back order priority
- Optional entry. Enter a code from the Sales order priority table indicating the default priority of the back logged sales orders. If no back order priority is defined for the customer in the Business partner file, or on the sales order type in the Sales order type table, this code will be used on the sales order line.
The priority codes are used in the event of a shortage in stock so that deliveries can be dispatched via the Work with allocation routine according to their priority.
- Open order days
- Enter the number of days that should be taken into account for open sales orders, when customers’ credit balances are being checked. This will apply only to those customers who do not fall under a credit profile that has had a value entered into the Open order days field therein.
- Promise date buffer
- Enter the number of days to delay the sales order if the full order quantity is not available. For example, if 1 is entered, then the dispatch date will be the day after the goods are expected to be available. Note: The value zero may also be entered in this field.
- Order date, future
- Enter the number of days that are valid to have as an order date in the future. The purpose of this entry is to prevent entry of inaccurate order date at order entry.
- Order date, past
- Enter the number of days that are valid to have as an order date in the past. The purpose of this entry is to prevent entry of inaccurate order date at order entry.
- Dispatch date, past
- Indicate if a dispatch date that is prior to the current date is allowed.
Purchase orders
- Min overall supp rte
- If the quality rating function is to be used in supplier approval when purchase orders are entered, a minimum overall quality rate which all suppliers must achieve, can be entered in this field.
The quality rate is a percentage that can manually be entered for each supplier to control that items are only purchased from a supplier that attains a certain quality rate. The quality rate can be entered in the Business partner file for each supplier. It can also be entered in the Item file for each item.
If a quality rate is entered in the Business partner file, which is lower than the value entered in this field, an error message will be displayed.
- Fixed PO rates
- The value in this field is retrieved to all purchase order headers as a default. It determines what rate the system should use when calculating the exchange rate on the purchase order line at goods reception. Set this field to YES to ensure that the exchange rate on the purchase order header, or in the landed cost files, is retrieved to the purchase order line. Set to NO to indicate that the current exchange rate, defined for the transaction currency in the Exchange rate table, should be retrieved.
Note: The default value and the retrieved exchange rate can, however, be manually changed on each purchase order.
- PO value incl VAT
- Indicate if you want the system to always show the total purchase order header value including VAT for business partners for which VAT applies.
- Await cost check
- Indicate if stock on hand should not be updated until landed costs are defined for a received purchase order. If set to YES, goods received on a purchase order will not be available for sales until the landed costs are entered on the purchase order (if landed cost is required for that particular order) and the reception is booked. Landed costs are costs incurred in bringing the goods from the supplier’s premises to the receiving warehouse, for example freight costs, insurance costs, etc.
If set to NO the goods that you are purchasing will be available for sale even though you have required landed cost for the purchase order.
The value entered in this field will be suggested when goods are received in the Confirm reception note confirmation and in the Receive replenishment line programs. The suggested value can be changed in both those programs.
Freight
- Pallet reg number
- Optional entry. Enter the pallet registration number of your company, which is printed on freight documents. The pallet registration number can also be entered per warehouse in the Warehouse table. However, if you do not have different pallet registration numbers in different warehouses, enter the number here.
- Goods address number
- Optional entry. Enter the goods address number of your company, which is printed on freight documents. The goods address number can also be entered per warehouse in the Warehouse table. However, if you do not have different goods address numbers in different warehouses, enter the number here.
- Fee limit back order
- This field is only displayed if the FREICALC (Freight fee calculation) function is activated in the Function control file. It is an optional entry and only applicable if you want to prevent back order lines from being included in the freight fee calculation. This entry is on system level, but can be overridden per customer in the Work with business partners, Customer file. Enter the fee limit for back order lines. When a pick list is confirmed and any line on the order has status 60 (invoiced line), the total weight for confirmed lines is compared to this value. The result is as follows:
- If the Fee limit back order field does not contain any value (here or in the Customer file) a freight fee calculation will be performed for all back order lines.
- If a value is defined in the Fee limit back order field (here or in the Customer file) the freight fee calculation will only take place if the total weight of the remaining order lines is greater than this value.
During any freight fee calculation, the system will search for a freight fee that could be based on a freight fee per package or weight limit. If found, that freight fee will be added to any additional invoice containing the back order lines. See Set up freight fees for more information.
Labels
- Barcode
- Enter a code from the Barcode table. This code is used when you print stock control labels, and also despatch labels, if no barcode is entered in the Business partner file for the customer/supplier. The barcode controls which of the 16 valid barcodes that should be used when printing barcoded information.
- Labelling code
- Enter a code from the Labelling code table. This code is used when you print stock control labels and despatch labels, if no labelling code is entered in the Business partner file for the customer/supplier or in the Item unit file for the item. The labelling code controls which information should be printed on labels and whether the information should be barcoded as well as being in human readable format.
- Surcharge handling
- Indicate if the surcharge handling function should be activated. See Set up surcharge fees for instructions.
Item display/search
- Item segmentation
- Item segmentation is a function used to categorise (split) items into different logical, meaningful segments.
A segment could represent an item classification, a code for the manufacturer of the item, its colour, size, model, or anything that represents a value within the total item.
It is possible to split items into a maximum of six segments, with one of the segments being defined as the primary segment.
Two segmentation methods are available: Segmentation using delimiters or Segmentation by length. The type of method and structure you want is defined in the Item segmentation type table. You can also choose to validate the segments against a table containing valid segment values. You define the valid segment values in the Item segment value table.
Indicate if Item segmentation should be activated in the system. If set to YES, you can enter items and/or cross reference items with or without segmentation. Note: If the View Control feature is set to YES for your user profile, you will be automatically taken to the segment entry panel, when adding an item.
- Search delimiter
- Mandatory entry if Item segmentation (above) is set to YES. If that field is set to NO, then this field must not be completed. Also, mandatory entry if the Default search mode field (below) is set to 2 (Item search fields search).
When searching for items in any input-capable Item field, you can simplify the search by entering a search delimiter(s). Enter the character that should be used as the search delimiter in the Item entry field when the item is retrieved via item segment search words.
If the search delimiter you enter here is a comma (,) and you want to search for all items containing the parameter L (for Large) in segment 3, you would enter ,,L in the Item input field.
- Posn cursor in segm
- Whenever you click the prompt icon to the right of an input-capable Item field or enter a non-valid item and click OK, then the system prompts the Select item panel. Where the cursor is positioned on this panel depends on the following:
- If you search by search delimiter (defined in the Search delimiter field above) the cursor will be positioned in the first searched segment. This overrides any value you enter in this field.
- If you enter 0 in this field, the cursor is positioned in the Item field, regardless if Item segmentation is activated or not.
- If you enter a value of 1 through 6, the cursor is positioned in the corresponding Segm. field. This field is mandatory if the Item segmentation field (above) is set to YES. If the Item segmentation field (above) is set to NO, then this field must contain the value zero (0).
- Description sequence
- Mandatory entry. This field is set to NO by default, indicating that the items are sorted and displayed in primary segment sequence when you access the Select item panel. Set this field to YES if you want the items to be displayed in item description sequence instead. Note: If the Item segmentation field is set to YES, then this field must remain with a NO setting.
- Default search mode
- Mandatory entry. Enter the default search mode code to determine how the system should perform the initial search for items in the Select item program when an exact match cannot be found for the entered value.
- Display/entry delim
- Only displayed if the D/E-UNIT (Display/Entry unit handling) function is activated in the Function control file. Enter the delimiter to be valid when entering/displaying quantities for the display/entry unit. You define per item (Item file, Inventory information panel) whether or not this delimiter should be used. See About display/entry unit handling for more information.
DIS control file maintenance (DMR90010)
Additional information is to be entered concerning controlling parameters for:
- Item classification functionality
- Delivery schedules
- MDC Data queues
- Units of measure information for measuring weight, volume and other measurements for dimensions, like length, height and width
- Inventory contracts for the DC1 Contract Managed Inventory (CMI) functionality
Function keys
Maint extended numb serie | Only displayed if the DC1 Contract Managed Inventory (CMI) application is installed and activated. Access the Work with extended number series file where you can define the number series for inventory contracts, to let the system automatically assign the ID’s when you create the inventory contracts. You then connect that number series in the Number series field on this panel. |
Maintain warehouse | Not displayed if DC1 Inventory Control is installed and activated. Access the Warehouse table. |
Item classification
All fields under this heading are only displayed if the CLA-ITEM (Item classification) function is activated in the Function control file. See About Item Classification handling in DC1 for more information.
- Active
- Only displayed if the CLA-ITEM (Item classification) function is activated in the Function control file. Indicate if the item classification functionality should be activated for the DC1 company. When activated and item classification data is set up within the system, this flag will be protected and no deactivation is possible.
Note: If you want to deactivate after data has been set up, all data must first be uninstalled (reorganized) before proceeding with deactivation. The reason for this is that once item classification is deactivated, no controls will take place to ensure database integrity of the item classification entities and connected items. This will make any data set up within item classification useless with unpredictable results if it is attempted to be used later on by re-activating item classification.
- Main group
- Only displayed if the CLA-ITEM (Item classification) function is activated in the Function control file. Indicate the item related control key (from the DIS control keys file) that is to be used as the Main group entity of the grouping structure within item classification. Only item related keys (11 through 22) are valid for use and any chosen must not have already been entered for Group, Classification profile 1 or Classification profile 2. Note: The names for the grouping structure entities (Main group, Group, Classification profile 1 and 2) are just concepts within Item classification. You can decide the applicable name by changing the panel lead text and description for the chosen keys in the DIS control keys file. This information will be displayed in all files/tables where these concepts are used.
- Group
- Only displayed if the CLA-ITEM (Item classification) function is activated in the Function control file. Indicate the item related control key (from the DIS control keys file) that is to be used as the Group entity of the grouping structure within item classification. Only item related keys (11 through 22) are valid for use and any chosen must not have already been entered for Main group, Classification profile 1 or Classification profile 2. Note: The names for the grouping structure entities (Main group, Group, Classification profile 1 and 2) are just concepts within Item classification. You can decide the applicable name by changing the panel lead text and description for the chosen keys in the DIS control keys file. This information will be displayed in all files/tables where these concepts are used.
- Classif profile 1
- Only displayed if the CLA-ITEM (Item classification) function is activated in the Function control file. Indicate the item related control key (from the DIS control keys file) that is to be used as the Classification profile 1 entity of the grouping structure within item classification. Only item related keys (11 through 22) are valid for use and any chosen must not have already been entered for Main group, Group or Classification profile 2. Note: The names for the grouping structure entities (Main group, Group, Classification profile 1 and 2) are just concepts within Item classification. You can decide the applicable name by changing the panel lead text and description for the chosen keys in the DIS control keys file. This information will be displayed in all files/tables where these concepts are used.
- Classif profile 2
- Only displayed if the CLA-ITEM (Item classification) function is activated in the Function control file. Indicate the item related control key (from the DIS control keys file) that is to be used as the Classification profile 2 entity of the grouping structure within item classification. Only item related keys (11 through 22) are valid for use and any chosen must not have already been entered for Main group, Group or Classification profile 1. Note: The names for the grouping structure entities (Main group, Group, Classification profile 1 and 2) are just concepts within Item classification. You can decide the applicable name by changing the panel lead text and description for the chosen keys in the DIS control keys file. This information will be displayed in all files/tables where these concepts are used.
- Max no of charact P1
- Only displayed if the CLA-ITEM (Item classification) function is activated in the Function control file. An item can hold an unlimited number of characteristics which are inherited from both item classification profiles 1 and 2. You can leave this field blank/zero which means that no limit restriction check will take place and you can run as many as you like. Optionally, enter the maximum number of characteristics that are allowed to be attached to an item classification profile 1. This can be good for performance when checking the Profile uniqueness level. A classification profile must hold at least one characteristic. If defining a limit here, it is your choice how you want to share the characteristics between the two profiles (e.g., Maximum no of charact P1 = 1 and Max no of charact P2 = 98, or however you want to divide them up).
- Max no of charact P2
- Only displayed if the CLA-ITEM (Item classification) function is activated in the Function control file. An item can hold an unlimited number of characteristics which are inherited from both item classification profiles 1 and 2. You can leave this field blank/zero which means that no limit restriction check will take place and you can run as many as you like. Optionally, enter the maximum number of characteristics that are allowed to be attached to an item classification profile 2. This can be good for performance when checking the Profile uniqueness level. A classification profile must hold at least one characteristic. If defining a limit here, it is your choice how you want to share the characteristics between the two profiles (e.g., Maximum no of charact P1 = 1 and Max no of charact P2 = 98, or however you want to divide them up).
- Max no of more sel
- Only displayed if the CLA-ITEM (Item classification) function is activated in the Function control file. Indicate how many characteristics are allowed to be selected during the more selection routine when searching for specific item profiles within item classification. The more selection routine can be invoked during select item, where a large number of characteristics might be available to search on but could potentially cause performance problems. This field is used to restrict the user from selecting more than the limit specified here. Note, however, that a maximum of 30 characteristics is supported by DC1 to build up a search criteria in the mentioned search routine.
- Prof uniqueness lvl
- Only displayed if the CLA-ITEM (Item classification) function is activated in the Function control file. Indicate the level that determines how unique the item profile (i.e. set of characteristics and values) is within the item classification.
Code Description 1 Item level
This is the highest level. No items with the same profile are allowed to be created within the item classification at any level.2 Main group level
Items with the same profile are not allowed to be created within the same main group.3 Group
Items with the same profile are not allowed to be created within the same group.4 Classification definitions
Items with the same profile are not allowed to be created within the same classification definitions.5 None
This is the lowest level. No profile uniqueness check at all. Items can share same profile at any level within the item classification grouping structure.
Units
- Volume
- This field is used as information and indicates the unit of measure for volume in the system. Enter a code from the Unit table, indicating the unit to be used when measuring volume, e.g., LITRE.
- Weight
- This field is used as information and indicates the unit of measure for weight in the system. Enter a code from the Unit table, indicating the unit to be used when measuring weight, e.g., KILO.
- Measures
- This field is used as information and indicates the unit of measure for measurements in the system (e.g., the dimensions of length, height and width). Indicate according to which unit of measure the values for length, height and width are to be entered.
Inventory contract
- Number series
- This field is only displayed if the DC1 Contract Managed Inventory (CMI) application is installed and activated. If you created a number series for inventory contracts in the Extended number series table, to let the system automatically assign the ID’s when you create the inventory contracts, connect the Number series that you defined for Inventory contracts.
Delivery schedules
- One order/item
- This field is used when creating sales orders from a Delivery schedule. Customers can send delivery schedules using Data Interchange (e.g. EDI) which can be received in DC1. A delivery schedule contains information about items to deliver, the quantity to deliver and when to deliver. From a delivery schedule sales orders can be created.
Indicate if one order should be created for each item included in a delivery schedule. If you set this field to NO, all items on a delivery schedule will be grouped into a single order.
- No of history gener
- This field is used in the Delivery schedule routine. Customers can send delivery schedules using Data Interchange (e.g. EDI) which can be received in DC1. A delivery schedule contains information about items to deliver, the quantity to deliver and when to deliver.
When one delivery schedule already exist for a customer in the Delivery schedule file, that delivery schedule will be considered as history when a new delivery schedule is received from the customer.
This field is used to control how many delivery schedules which are considered as history, that should be kept in the system. It might be valuable to keep, for instance, the three latest delivery schedules for follow up purposes. In this case you enter 3 in this field.
Note: This information can also be defined for the customers in the Business partner file, DI documents panel (for document DELFOR). If defined in the Business partner file, that information will be used instead of this field.
- Warn limit %, total
- This field is used in the Delivery schedule routine. Customers can send delivery schedules using Data Interchange (e.g. EDI) which can be received in DC1. A delivery schedule contains information about items to deliver, the quantity to deliver and when to deliver.
This field is used to activate a warning flag if the following applies: A delivery schedule was received from a customer and updated in the Delivery schedule file. The customer sends a new delivery schedule which is received and updated in the Delivery schedule file. If the total quantity on the new delivery schedule, differs from the quantity on the “old” delivery schedule with more than the percentage defined in this field, the warning flag will be activated.
The system checks the quantities during the following period on the delivery schedules:
From Schedule start date and a number of days ahead. The number of days are defined in the Warning horizon field below.
If you do not want the system to perform this control, leave the field blank.
Note: The warning percentage can also be defined for the customers in the Business partner file, DI documents panel (for document DELFOR). If defined in the Business partner file, that percentage will be used instead of the one defined in this field.
- Warn limit %, line
- This field is used in the Delivery schedule routine. Customers can send delivery schedules using Data Interchange (e.g. EDI) which can be received in DC1. A delivery schedule contains information about items to deliver, the quantity to deliver and when to deliver.
This field is used to activate a warning flag if the following applies: A delivery schedule was received from a customer and updated in the Delivery schedule file. The customer sends a new delivery schedule which is received and updated in the Delivery schedule file. If the quantity for any item included on the new delivery schedule, differs from the quantity for the corresponding item on the “old” delivery schedule with more than the percentage defined in this field, the warning flag will be activated.
The system checks the quantities for each day during the following period on the delivery schedules: From Schedule start date and a number of days ahead. The number of days is defined in the Warning horizon field below.
If you do not want the system to perform this control, leave the field blank.
Note: The warning percentage can also be defined for the customers in the Business partner file, DI documents panel (for document DELFOR). If defined in the Business partner file, that percentage will be used instead of the one defined in this field.
- Warning horizon
- This field is used in combination with the Warn. limit %, total and Warn. limit %, line fields. Refer to those fields for a detailed explanation.
Enter the number of days, from the Schedule start date, that should be checked for quantity differences.
Note: The warning horizon can also be defined for the customers in the Business partner file, DI documents panel (for document DELFOR). If defined in the Business partner file, that information will be used instead of the one defined in this field.
MDC data queues
This information is only displayed if DC1 Multi-Distribution Centre is installed and activated. The fields below indicate the data queues used when receiving information from another DC1 company.
- Receive int request
- Only displayed if DC1 Multi-Distribution Centre is installed and activated. Displays the data queue used when receiving interactive requests from another DC1 company. The data queue is read in one of the MDC direct jobs in the current company. The name of the data queue is automatically built by the system.
- Receive batch transf
- Only displayed if DC1 Multi-Distribution Centre is installed and activated. Displays the data queue used when receiving batch transfers of data from another DC1 company. The data queue is read in one of the MDC direct jobs in the current company. The name of the data queue is automatically built by the system.
- Receive answer
- Only displayed if DC1 Multi-Distribution Centre is installed and activated. Displays the data queue used when receiving answers (to interactive requests) from another DC1 company. The data queue is read in one of the MDC direct jobs in current company. The name of the data queue is automatically built by the system.
Standard texts
In the following fields you can link a standard text code to automatically attach text.
- Purchase order
- Enter the applicable standard text code from the Standard text table. The text for the code will automatically be attached to purchase orders.
- Sales quotation
- Enter the applicable standard text code from the Standard text table. The text for the code will automatically be attached to sales quotations.
- Sales order
- Enter the applicable standard text code from the Standard text table. The text for the code will automatically be attached to sales orders.