Enter Distribution Data

Explanation

This activity is used to define general distribution, inventory, purchasing and order data that will be used in the distribution flows, common to all sites belonging to the same company.  

Prerequisites

A company must have been created with the Create Company Assistant.

System Effects

As a result of this activity, any settings on the Company/Distribution/Inventory sub tab will be defined for the company.

As a result of this activity, any settings on the Company/Distribution/Purchasing sub tab will be defined for the company.

As a result of this activity, any settings on the Company/Distribution/Order sub tab will be defined for the company.

Window

Company

Related Window Descriptions

Company
Company/Distribution
Company/Distribution/General
Company/Distribution/Inventory
Company/Distribution/Purchasing
Company/Distribution/Order

Procedure

  1. In the Company window, query for the relevant company.
  2. Select the Distribution tab and then the General tab.
  3. Enter GS1 basic data if you are using GTIN numbers.
  4. On the Inventory tab, if you wish to change intervals for lifecycle stages you can enter new values in the Introduction Duration Days, Decline Inactivity Days and Expired Inactivity Days fields.
  5. Optionally, if you wish to book price differences both at purchase order arrival and later at invoice-matching, select the Post Price Differences at Arrival check box.
  6. The default value in the Ownership Transfer Point list is set by the company template. You can either use this value or select the relevant value as appropriate.
  7. The default values for Units of Measure are set by the company template. You can either use these values or select relevant values as appropriate from the List of Values.
  8. On the Purchasing tab,if you wish to create postings for receipts of non-inventory purchase parts or no parts select the Create Postings for Receipt of Non-Inventory Purchase Orders check box.
  9. Select the Include Charges in Purchase Order Authorization check box if you want the charge amounts to be added to the amount that should be authorized for a purchase order.
  10. Select the Use Gross Amount check box if it is the amount including tax that should be validated.
  11. Select the value Include Steps based on Limits from the dropdown list Authorization Routing Option if you want the system to only generate authorization steps until a step with enough authorization limits to authorize the purchase requisition line has been reached.
  12. Select the Allow Changes to Requisitions check box if changes are allowed to the authorization limit of the applied authorization rule or the used authorization step in the applied authorization routing.
  13. Select a value in the Allow Changes to Orders list if changes are allowed to the authorization limit of the applied authorization rule or the used authorization step in the applied authorization routing.
  14. Select the Enforce Purchase Order Authorization check box if you require that all purchase orders should be authorized.
  15. Select the Allow Manual Update of Authorization Routing check box if you want to allow an authorization routing to be used in a purchase order or a purchase order change order. For example, once the authorization rule is retrieved, it can be manually replaced by a selected authorization routing template.
  16. Select the Use Delta Amount for Purchase Order Authorization check box if it should be the difference in amount between two purchase order change orders that should be authorized.
  17. Select the Consider PO Max Amount in Change Order Authorization check box if you want the system to do a check against maximum authorized amount on the purchase order when purchase authorization rules are retrieved to a purchase order change order. This check is only performed if the Use Delta Amount for Change Orders check box is selected.
  18. Depending on the company template used, the default value will be selected in the Method for Invoicing Prepayment field. You can either use this value or select another from the list.
  19. The value Net Amount will be selected by default in the Base For Advance Invoice list. You can either use this value or select another value from the list.
  20. Optionally, if you wish to post the cost of goods sold at delivery confirmation select the Delay Cost of Sold Goods to Delivery Confirmation check box.
  21. Optionally, if you wish create inter-site profitability transactions select the Inter-site Profitability check box. 
  22. Optionally, if you wish to exclude non-inventory sales parts defined as services from the delivery note printout, select the Exclude Services in Delivery Note printout check box.