System Setup
Posting Logic
To post Stores Inventory transactions automatically to the General Ledger, the posting logic, including posting codes and posting preferences, must be defined in the General Ledger. See Stores Inventory Posting Strategies for detailed information.
Vendor or Customer Information
Defining and updating vendor or customer information is done in the Person Entity database. The Stores Inventory system can only fill orders for customers defined in PEUPPE's Vendor and Customer tabs.
Product Codes
The PE Product Information (PEUPPR) page is the primary location to define the Product Record. This page is completed once for each product being defined. The Discount and Price Calcs tab is (optionally) used to record pricing information for the products as well as ordering costs and carrying costs for the product. These costs can be passed on to the customers that order the product. Pricing calculations are used to define different pricing structures that can be created for the products.
Warehouse Information
Use the SI Warehouse Information (SIUPWH) page to define the physical location where products are stored. At least one warehouse must be defined to use the Stores Inventory module. The warehouse is any physical location where products are stored, and an inventory count may be needed.
Inventory Activity
Enter inventory-specific product information into the Inventory Information (SIUPIN) page. Each warehouse item that is maintained in the SI Inventory system will have inventory information associated with the product. This information includes the physical location of products in the warehouse, order information, and stocking level information.
Security Codes
The SI Security Codes (SIUPCD) page is used to define security codes used by the SI Create/Update Orders (SIOEUB) page. Enforcement takes place when the codes are used in assigning security to users in BusinessPlus.
Security Roles
In the Administrative Console, create security roles that can be assigned to users.
Stored Format
The Stores Format Definition (SIUPFO) page is used to define the print layout of Pick Tickets and Packing Slips.
The Detail portion of the form is used to define the repetitive format ("the body") of the form. The Line Numbers ("Line No") are used to define items such as header or footer information.
Common Codes
See Common Codes Setup.
Transaction Information
The Transaction Information (SIUPTR) page places transactions directly into the SI database or modifies transactions without using the normal processing procedures. Any corrections made using this function will only affect the SI database and will not be posted to any other system. When this function is used, an audit trail report will print a listing of any changes, additions, or deletions.
General Information
The General Information (SIUPGN) page defines information that determines the characteristics of the SI system. Examples are specifying the default pricing formula, commit flag, catalog text type, catalog price formula, back orders, and default codes. There can be one General Information page defined for each ledger, or "@@" for all ledgers.
Year Definitions
The Year Definitions (SIUPYR) page is used to define valid Year codes and the range of dates when orders may be entered. These dates will determine which years the user can choose from when entering an order. At least one year must be defined before routes may be created in the Delivery Route Information (SIUPDR) page or orders may be entered in the Create and Update Orders (SIOEUB) page.
Delivery Route
The Delivery Routes (SIUPDR) page allows warehouse staff to define the routes for each Year code defined in the Year Definition (SIUPYR) page, including multiple picks and deliver dates. See also Setting Up Routes and Year Definitions.