PO Transfer and Other Parts Options
The first section affects the creation and posting of purchase orders or transfers that are created. See P.O. Management and Transfers for more information on using these features.
Prompt for Price Changes When Posting P.O.
Prompt to Change Primary Suppliers When Posting P.O.
This prompt controls what happens when you change suppliers when receiving parts, which is something you do as part of posting purchase orders. If you don't change suppliers when receiving parts, nothing happens.
When this option is checked and you change the supplier when
- Posting purchase orders in Purchase Order Management (in Inventory)
- Posting receipts in Inventory
The following prompt appears :
- If you click Yes, the current primary supplier (1st) is moved to 2nd and the new supplier is now the primary supplier. If there was a 2nd supplier, it moves to 3rd.
- If you click No, the new supplier is moved to 2nd along with the associated cost. If there is already a 2nd supplier, it is moved to 3rd.
When this option is not checked and the supplier is changed, the new supplier is moved to 2nd along with the associated cost automatically. If there is already a 2nd supplier, it is moved to 3rd.
Apply Ordering Rules Based on Package Qty and Minimum Order Qty
This option determines how Purchase Order Management uses the quantity information in the Stock Information Section of the Inventory window.
When this option is selected, purchases created via auto-build bases the quantity to order on the package quantities (Package Qty) and the minimum order quantities (MOQ) entered in the Inventory module.
Create A.P. Transaction When Posting P.O.
This option can be set to Always, Never or Prompt to create an accounts payable transaction when posting a purchase order. When Prompt is selected, you will see the following prompt when posting a purchase order.
NOTE: This option is overridden if the Post Orders to Accounts Payable option is selected in the electronic interface for the supplier.
Disable Editing PO in AP
Select this option disable the Your Purchase Order Number field when Posting Invoices by Detail .
If posting
- Directly to a repair order, the repair order number is used for the purchase order number.
- To inventory or a cost account, you are prompted to enter the purchase order number after clicking the Post button. This ensures that the repair order is always used when posting to a repair order.
Preselect AP Payment Type
When posting an Accounts Payable invoice, the payment type selected will be the default method of payment. You are still able to select a different payment type from the dropdown list.
Default Core Account
Here is where you can set up a default accounting code for cores when posting Accounts Payable invoices.
Next Purchase Order Number
Enter the number of the next purchase order that will be created. This option could be used to synchronize manual purchase orders with those that are system generated.
Ignore On Order Parts When Displaying On Hand Inventory Quantities
This option determines if the on-order number is added to the on-hand value in
- Quick Parts,
- Epicor Catalog,
- Smart Jobs,
- Smart eCat,
- and Smart eJob.
By default, when on-hand quantities are displayed, the value = On-Hand quantity plus (+) the On Order quantity (parts on purchase orders that have not yet been received) minus (-) the Committed quantity.
If you check this option, on-hand values display your On Hand quantity minus (-) the Committed quantity; the on order number is not added.
You can click the Only Affects These Features button any time to see list of affected features on the screen.
When Changing Existing Part's Line Codes
The last section contains options for updating existing part line codes when they come over from one of the online catalogs.
When posting parts from Epicor, WORLDPAC, NAPA, Smart eCat, ACDelco WISEConnect, or Nexpart the manufacturer's line codes are posted as well. This is necessary for electronic parts ordering to work because duplicate part numbers with different line codes are treated as two different parts in R.O. Writer.
When a part is added or posted that has a different line code than the one saved in Inventory, you need to determine how R.O. Writer handles it. If you do not keep line codes up to date and in sync, you could risk having duplicate part numbers, which would skew your sales and on-hand numbers.
Save Part Record Only
Do not update inventory, part history, estimates, repair orders, purchase orders, etc. This option will not update to the new line code and will merely add the duplicate part number.
Update Selected Part's Line Code For All Parts
Update the inventory record to the new line code as well as part history, estimates, ROs, POs, etc. for all parts with matching part number, regardless of line code.
This option will update all records to the new line code including every instance of the part number in inventory if there are already duplicate part numbers with different line codes.
Update Selected Part's Line Code
Update the inventory record to the new line code as well as parts history, estimates, ROs, POs, etc. for all parts having the original part number and line code.
This option will update all records for all parts with matching part number and line code.
Prompt For Action
When posting from online catalogs, you are prompted to
- Post the part from catalog
- Update selected part's line code
When editing inventory, you are prompted to
- Save the part record
- Update selected part's line code
- Update selected part's line code for all parts
When a line code is entered or changed, you are prompted to see if you want to change the line code on the selected part or all parts with the same part number in inventory and history. This allows you to select the option that is best for that specific part number.
