--- title: "Inventory Parameters" canonical: "https://wiki.soft1.eu/space/SS5EN/12060333/Inventory%20Parameters" format: markdown --- From the tool-bar select Parameters - Inventory - Parameters.  ### Basics  On Page you can set: - The code format of the entries, as well as the different types of codes that can be entered (i.e. factory code, barcode, items set code). - The central point for documents' search. - The mode of correlation of the units of measurement used, as well as other specialized calculations. - Cost and sales price data.  ![image](media://60d25d13-e75d-4a85-bd34-f9cc0015217a) #### Code formats In this parameter you can set the specifications for the codes. Initially you must define the code format for the entries of each entity. The codes can be set in roman characters with the indications A (= alphanumeric), N = (Numeric), L (= Letter), a, n, l. Indications in lower case letters define the end of mandatory format.  The code format can also use separators, i.e. (-) (.) (/), etc. Example A: A code with format NNN-AAA-LL-NNnNN, means:  - the first 3 digits (before the first separator-dash) are numeric characters. - the next 3 are alphanumeric characters - the next 2 are only letters  - the 5 digits after the last separator-dash are numeric characters. The control of code format, that is the mandatory digits that must be completed, reaches up to the 3rd character after the last separator dash. If you enter a code and append an * symbol at its end, you increase the numeric parts of the code per two figures (ascending numbering), as soon as you select an entry. For instance, if the previous code was 123-Α2Ε-ΜΚ-021 and in a new entry you enter 123-Α2Ε-ΜΚ-*, code 123-Α2Ε-ΜΚ-022 will be created as soon as you press enter.    Moreover, you can set your eventual codes in an automated way. For example: Consider the format NNNN.NNNn, where the first digit expresses the accounting class of the item, the 2nd to 4th digit the commercial category thereof and the last 4 digits after the separator period indicate ascending numbering. Clicking on the hyperlink (link) of the field "Code format> returns the relevant table.  For the first digit (accounting category) enter 1 to 1, and in "Fields> option (at the lower left part of the screen) select the Accounting category field in the Price formula. Respectively, for the next 3 digits before the separator line, that is from the 2nd up to 4th place, choose from the available fields the indication "Commercial category" in order to complete the "Price formula> field. If you activate the automatic numbering indication you can set the automatic/ ascending numbering for the code. (At this point, it should be noted that in the "Price formula> field there can also be application of SQL functions. Example: Assume that it is desired to call the last two elements of the commercial category code. Using concurrently the "copy" command and the corresponding field (i.e. the "Commercial category" field, the desired result is achieved [copy Commercial category,1,2]).      ► Info: This philosophy is applied by all Code Formats encountered in the application. Using the same logic you can define the format of the transacting parties code, the code of their branches, the General Ledger code, etc.      "Search code":  This field specifies the value to be stored in the "Search code" field (field name: SCODE), when there is concurrent use of "Search code" field. The search code returns only the main code value (that is only the main code is stored). When search mode tracing is required, i.e. in case of a printout of the field in a form, the search field records the relevant information. Similarly you can set the fields: "Factory code format": specifies the factory code format (see "Code formats", above).  "Barcode code format": specifies the barcode code format (see "Code formats", above). "Set code format": specifies the Item sets code format (see "Code formats", above). "Code format": specifies the format of inventory items lot code. The format specified here shall apply to all items, except those for which general data define a different code format (see "Code formats" above). "Uniqueness alternative code": if set to [Yes] it is not allowed to enter the same alternative code for more than one items. #### Search order This parameter is essentially a central search field:  You can define the order of the parameters used for documents search in documents (purchase, sales, etc.) in different ways. The available methods are: per main code, barcode, factory code, supplier, or alternative code. Read more at the topic Search code "Field after search":  Specifies the behavior of the application after the search, that is the field (location) to which the cursor will be moved after the search for the requested entry.        #### Basic Calculations "U.O.M. factor": This parameter must be set once, following examination and final decision on the administration method for the measurement units in inventory and documents.  This field specifies the method of correlation of the Units of measurement (primary and secondary) in inventory items and therefore the overall behavior of quantities. Here it is possible to define the relationship of between the secondary and the primary unit, such relationship arising from:  1) the product of [main unit of measurement quantity * units relation]                                        or  2) the quotient of [main unit of measurement quantity / units relation].  This is a global setting, that is it refers to all items and all units relations and is reflected in all application modules.  "Calculation from value": a parameter that defines which field in the line of a document should be affected, if you modify, manually, the total value of that line.  1) If the parameter is set to [Of Quantity], then if the overall value of the line is changed, the application shall retain constant the [Price] and [Discount 1] fields of the line and shall change its [Quantity].  2) If the parameter is set to [Of Price], then if the overall value of the line is changed, the application shall retain constant the [Quantity] and [Discount 1] fields of the line and shall change its [Price].  3) If the parameter is set to [Of Discount 1], then if the overall value of the line is changed, the application shall retain constant the [Quantity] and [Price] fields of the line and shall change its [Discount 1].  The application behaves in a manner common to all items, in accordance with the setting provided at this point, except for items that have a different special setting. Note that: a) Indication [Default], in "Inventory items" means "check central parameter"as defined in "Inventory Parameters".  b) Indication [Default] in "Inventory Parameters" is equivalent to that [Of Discount 1].  c) The indication [Of Discount 1] in the "Inventory Items" is interpreted as "insist on [Discount 1] even if central parameter setting is changed". "Grouping" is defined as the proposed grouping format that refers to the aging zones and which is proposed in printouts. #### Cost (evaluation) "Valuation Method": this is the method for evaluating the stock that will be applied by the application. "Final purchase price": Parameter which determines the display mode of the last purchase price (as shown in the brief financial overview data of the items). Accepts the values:  - Nominal value: the value as recorded in the document (without discount or expenses). - Price minus a discount: the price entered minus the discount. - Value incl. discounts and expenses: the price entered minus discount plus the costs involved in the document and charged in the lines. "Online price calculation": if set to [Yes] there is automatic calculation of the cost price of items during documents entry.  #### Cost (goods sold) This determines the calculation method of the cost of goods sold and its link to the Cost Accounting.  Parameter "Method" provides the following options:  - Cost price: uses the formula [quantity of goods sold * cost price]  - Cost of balance: uses the formula [inventory value + value of imports - balance value] where balance value = balance quantity * cost price. "C/A Series": For proper completion of "Integrated financial & cost accounts (commercial)" job, this particular field must include the series of the "Cost Accounting" entries.   "Multiple journal entries": select this parameter if a separate insertion/ entry is required for each item.  "Zero quantities": select [Yes] if you want to record the cost of goods sold (value) for the items that have zero quantities during the period that job "Commercial Integrated financial & Cost Accounts" is run (on path "Jobs" ► "Sales" ► "Commercial costing").    #### Sales prices "Final sales price": Parameter which determines the display mode of the last sale price (as shown in the brief financial overview data of the items). Accepts the options:   - Nominal value: the value as recorded in the document (without discount or expenses). - Price minus a discount: the price entered minus the discount - Value incl. discounts and expenses: the price entered minus discount plus the costs involved in the document (and charged in the lines).  "Update wholesale / retail prices": Here you can specify whether the Wholesale - Retail prices relation shall be two-way updated or not. Thus, you can define whether completion of the item wholesale price shall lead to automatic update of the retail price and vice versa. The updated retail price includes VAT (VAT percentage set for the item). "Price from Group Set (mandatory)": Here, in case of composite items (set) management, it is defined whether upon set substitution in the documents there shall also be application of the prices and discounts set for the set (even if they are zero).  #### Alternative sales prices description At this point you determine the field titles for alternative prices (wholesale, retail), as they are to appear on the inventory items file.  ### Properties  On this page you can enter information and set basic settings on the lots, item sets, serial numbers, color, size and items' copy to other companies. ![image](media://1fbc78bf-7a4e-49da-89e2-28fa15fd6959) #### Group Sets Code format: Determination of the code format (see more here). This field can also be adjusted from the previous page: Inventory parameters - Basics.  "Check expiry date": defines the behavior of the application concerning the expiry date control of an items set and the method for the relevant notification of the user. Accepts the values:  - Warning: displays a relevant message  - Prohibition: it does not allow the movement of an item beyond the specified date  - No control: No action is performed.  "Price from Group Set (mandatory)":  This field can also be adjusted from the previous page: Inventory parameters - Basics - Set group price only.  #### Lots "Code format": Determination of the code format (see more here). This field can also be adjusted from the previous page: Inventory parameters - Basics. "Mandatory use": This is a combination parameter used along with the corresponding field in the document types.   Info: When the company wishes to record documents with mandatory use of the lots in document lines, set both parameters to [Yes].  "Consumption date": Specifies the method of consumption of the item lots. Accepts the values:  - Ending date: check/ consumption based on the time period set as the ending date in the data of the selected lot. - Date inserted: check/ consumption based on the time period in which the lot was entered in the Inventory.  - End date opposite to date ins. (ending date opposite to date inserted) lots are consumed as per LIFO method.  #### Serial numbers "S.N." : Select [Yes] if the inventory includes items to be tracked per Serial number. A similar setting should be done in "Inventory Items" on page , where the field «SN> can be set to:  - Mandatory use: this will prohibit the posting of a document with the particular item in case there is no information for the Serial number.   - Uncontrolled: the posting of the document is performed even when no serial numbers are entered.  "Only SN selection in inv. [Out]" this parameter activates a check, so that in case of a sale, only the serial numbers that can actually be sold (exist on file) can be selected - that is there manual entry of a serial number is not allowed.  Parameter "Unique SN in item" defines whether the S/N will be unique per item or not. "Status S/N in warranties": set the status of serial numbers to be selected in the warranties module. -------------------------------------------------- -------------------------------------------------- --- ► Info: For more information on the Serial Number management see chapter, Serial numbers -------------------------------------------------- -------------------------------------------------- --- #### Item attributes defaults (color, size) The parameters "Type 1" - "Type 2" and "Type 3" describe the proposed values to be reported on the fixed data of an item monitored by color / size.  The parameter "Insert method" defines the monitoring method of the above dimensions. Indication [Per item] refers to the ability to select the item attribute in a way so as to select the desired values for the specific dimension. (For example, to draw specific values from a color palette, such as "White" & "Black"). Field "Per choice" refers to the entire dimension without selective entry option for the value of an item attribute (i.e. Selecting "color palette" activates simultaneously all the values of an item attribute).      -------------------------------------------------- -------------------------------------------------- --- ► Info: More on Color - Size management in the relevant chapter  -------------------------------------------------- -------------------------------------------------- --- #### Copy to companies It allows simultaneous creation & updating of the inventory codes in other companies (of the same database).  Parameter "Report type" sets whether the item entered/modified shall be updated in other companies as well. Accepts the values:  -Not at all: no update is performed -New entry: when a new item is created, it is also updated in the specified companies.  -Entry & modification: companies update is performed upon entry (new item) and upon items' modification.   "Copy to": sets the companies in which items entry (or entry and modification) is to be performed.  "Search by": sets the field through which search is performed in other companies in order to find the item entry and apply modifications.  #### Document line checks Upon activation of specific parameters ("Storage Bins", "Jobs", "Business Unit") it is specified that every time a purchase or sale document is posted, the respective fields of the document lines must be completed.  ### Barcode   On this tab you specify the mode for the creation of the barcode as well as the composition of special barcodes per item line containing attribute information (color - size), or quantity, price and line value information.   ![image](media://5ed2b3d3-108c-468b-b0a5-a635faf1d5a6) #### Basic setup "Barcode code format": The code format follows the known rules (more information here). This field can also be adjusted from the previous page:  Inventory parameters - Basics. "Prefix EAN">: If you use items monitored by this type of barcode, the EAN prefix must also be defined. It is noted that the prefix entered here is proposed in the code creation Job ("Job" - "Inventory" - "Cash machines -EAN -" EAN code generation").  Next, parameter "Automatic EAN generation" indicates whether the application shall automate the EAN generation process during new item entry or not.  -------------------------------------------------- -------------------------------------------------- --- ► Info: the barcodes to be generated either automatically, or through EAN code generation job, are stored in the item - Invoicing - Alternative items. -------------------------------------------------- -------------------------------------------------- --- #### Special barcodes of attributes (color, size) In order to activate the use of barcode in items with attributes (color - size), select [Yes] in parameter "Enable Barcodes of attributes".    "Code format": Define the format of barcode code using the Latin characters C,X,Y,Z where: -C: item (search) code digit -X:  item attribute 1 code digit -Y:  item attribute 2 code digit -Z:  item attribute 3 code digit Example: Assume the format CCCCXXXYYY.  Typing 1111215141 in search code field, the document line returns item 1111 with quantity in color 215 and size 141. In parameter "Field separator", enter the symbol to be used for barcode groups separation:  i.e. item code group and item attribute 1 code could be separated using (-).  In addition, when using the barcode as a search code-besides from the attribute code you can also use the item attribute ID (as recorded in the relevant table). In this case select [Yes] in  Parameter "Correspond attribute codes with numbers". Example: by typing 11111-1-2 or 11111001002 (depending on the mode set in Code Format) item 11111 is entered and at the same time the quantity 1 is completed for the first color in order of colors, as well as the second size in order of sizes.   -------------------------------------------------- -------------------------------------------------- --- ► Info: To activate the special barcode, a basic condition is to define the respective field found on the page in the purchases and sales parameters.   In addition, this must be in accordance with regard to the length and digits so as to correspond to the Barcode format, as mentioned above.  During document posting, for items including attributes analysis, upon entry of the barcode in the field, the item is directly entered in the line, with concurrent update of the attributes combination that corresponds to the barcode code.  -------------------------------------------------- -------------------------------------------------- --- ### User-defined fields   A series of parameters that you can configure freely, depending on the needs and particularities of the business.   ![image](media://8aee8a3d-6419-4980-a0c6-128034f66833)   ### Aggregates   ![image](media://1e184711-e6bc-4ba3-85cd-1d7adaf7304c) The Aggregates page is a key feature for many jobs in the application. The scope of the Aggregates page is to collect (from transactions) information of interest to the business or information requiring particular monitoring. This is performed using various parameters (quantity, value, costs), which do not affect however the financial data of the items. These fields are not manually updated but result from the transactions of the respective module.  Initially, you must define the number of aggregates required.  In column [Title], you create a brief description and in column [Type] you define the aggregate type (Value, Quantity, Discount, VAT).  The indication [Is brought fwd] determines whether during the closing - opening procedures the aggregate data are zeroed or brought forward in op. balance. During Design inventory transactions there must be definition of whether the transaction dimensions are to increase or decrease the indications of each aggregate.