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9.1.1. Configure Products

To configure the Products module, go to Products > Setup > Configure > Products. The following screen will appear:

Configure Products module

When configuring the Products module, you are presented with the following options:

Enable Transforms

Select to enable the system's item transformation capability. If not selected, users will be prevented from performing tasks related to item transformations.

Enable Revision Control

Select to enable the revision control system. If selected, privileged users will be able to maintain revisions for bills of material (BOM) and operations. Revisions may also be used in manufacturing and purchasing processes.

Post Item Changes to the Change Log

Select to post to the change log any changes made to Item masters.

Allow Inactive Items to be Added to BOMs

Select to allow inactive items to be added to BOMs.

Allow deletion of Items from Bill of Material

Select if you want to globally allow users to delete items from BOMs. The Delete option will be found in the right-click menu on the BOM header screen. If you do not select this option, users will be able to expire but not delete BOM items.

Start Item Search when no results found

Select if you want an Item Search window to open during sales order entry if users are entering item numbers but not finding any exact matches.

Enforce Unique Item Bar Codes

Select to ensure that each item will have its own unique barcode. If duplicate barcodes already exist in your database, you will receive an error message upon enabling this option. You can check for duplicates on the Items list screen, sorting on the UPC column. Once you successfully enable this option, users will be prevented from entering duplicate bar code numbers.

Defaults

Specify preferences for the following defaults:

Set Sold Items as Exclusive

Select to mark all sold items as exclusive by default whenever a new item is created.

Default Cost Element for Freight

Select the user-defined costing element you want to be used by default when freight charges are distributed to voucher line items.

W/O Material Issue Method

Select one of the available default issue methods.

Push

Select to issue materials to a work order by a specific material issue transaction.

Pull

Select to issue materials to a work order by a material backflush.

Mixed

Select to issue materials to a work order based on the issue method applied to the materials initially—that is, either pull or push.

Tip

The default settings Set Sold Items as Exclusive and W/O Material Issue Method only apply to newly-created items. They cannot be used to retroactively update already existing items.

Enable Work Center Routings

Select to enable work center routings. De-select to disable routings.

Track Machine Overhead

If work center routings are enabled, select one of the following methods for tracking machine overhead:

as Machine Overhead

Select to track machine overhead separately from other overhead costs, using the machine overhead rate specified in a Work Center master. Any associated costs will display in the system-defined machine overhead costing element.

with General Overhead

Select to track machine overhead in the same category as other overhead costs. Any associated costs will display in the system-defined overhead costing element. (This is the default setting.)

Enable Breeder Bills of Materials

Select to enable the system's breeder BOM capability. If not selected, users will be prevented from entering breeder BOMs or performing any tasks related to posting production for breeder BOMs, etc.

Change BOM/Routing Active revision to Substitute when activating a Pending revision

Select to keep deactivated revisions as Substitutes on routings and BOM. If not selected, deactivated revisions will not be available for future use.