Regions

System Maintenance Menu -> Configure System Settings -> System Tab -> Company & Divisions -> Regions

A Region is an area that can cover several locations or divisions.
 By using regions, reports and inquiries can be produced for a specific area covering multiple divisions/locations.
 Regions can be defined for separate purposes of reporting on G/L Accounting, on Inventory, on Customer, or on Tax Regions.

Regions can be maintained in the Region Codes window in the "Company & Divisions" parameters on the System tab of the Configure System Settings.
 An operator must be assigned a Security Role that allows permission to the System - Regions in order to access this table.

To setup the Region codes, the prompts are:

REGIONS TYPE

Select one of the following region types:

•Click on Accounting to setup regions applicable only to accounting reports.
 Some of the reports that offer the Accounting region selection option include:

G/L Account Inquiry
 Trial Balance
 Business Report
 Income Statement
 Twelve Month Business Report
 YTD Comparative Business Report
 Comparative Business Report
 Rolling Twelve Month Business Report
 Sales Tax Report
 Vendor Account Inquiry
 Customer Account Inquiry
 Customer Document Inquiry
 Customer Utilization Report
 First Tier Pricing Report
 Aged A/P Detail
 Aged A/P Summary
 Accounts Payable Activity Report
 Detailed Contract Report by Division
 Unbilled Contracts Report
 Reprint Daily Business Reports
 Invoice Approval Status Report
 On Hold Invoice Report
 Override Report
 New Acquisitions Report
 Disposal Transactions Report
 $ Utilization By Group
 $ Utilization By Product
 Inventory Adjustment Report
 Daily Status Code Summary Report
 Return on Investment
 Rental Simulation Spreadsheet
 Reservations Report
 Reservation Deposits Reminder List
 Work Order Report
 Work Order vs Estimate Actual
 Repair History Inquiry
 Print Maintenance Work Orders
 Open Work Order Report
 Open Cylinders Deliveries Report
 Quotation Status Report
 Print Regional Rental Rate Matrix
 Rate Discount Tracking Report
 Service Code Report
 Division Revenue Report
 Product Revenue Report
 Flash Sales Report
 Unbilled Revenue Report
 Sales Inventory Value Report
 

•Click on Inventory to setup regions applicable only to inventory reports and utilities.
 Some of the reports that offer the Inventory region selection option include:

Print Count Tags
 Book Value Report
 Rental Utilization By Owning Division
 Rental Utilization By Status Code
 Missed Rental/Sales Report
 Inventory Re-Order Report
 Inventory Transfer Inquiry
 Time Utilization Report
 Invoice Cut-Off Report
 Date Counted Worksheet Report By Location
 Date Counted Report By Location
 Inventory Transfer Search
 Slow Moving Inventory
 Product Status Code Report
 Regional Reservation Processing
 Region Reservation Fulfillment
 Product/Group Bookings Report
 

•Click on Customer to setup regions applicable only to customer reports.
 Some of the reports that offer the Customer region selection option include:

Customer Statements
 Customer Revenue Report
 Aged A/R Summary
 Aged A/R Detail
 Customer Lists
 Accounts Opened Report
 Customer Credit Rating Report
 Apply Payments and Credits
 Clear Unapplied Balances
 Selection Criteria for Customers
 Customer Payments Activity Report
 

•Click on Tax to setup regions applicable only to tax reports such as:

Sales Tax Report
 Tax Activity Report

REGION CODE

Enter a Region Code, up to 3 characters.
 A window is provided to view and select from existing region codes according to the Region Type selected above.

DESCRIPTION

An identifying description for the Region Code can be entered.

DOCUMENT TYPE

This field only applies to 'Inventory Regions' and enables products to be drawn from other locations in the region.
 This option is not displayed for other types of regions.

Select one of the following for this 'Inventory Region':

•Click on "None" if this is a standard Inventory Region and the region is not used to share products across the region for Reservation or Contract fulfillment.
 A division can be included in multiple standard Inventory Regions that are not flagged as 'Reservation' or as 'Contract' regions.

•Click on "Reservation" to activate the 'Region Reservation Fulfillment' feature for this Inventory Region, which allows products that have overbooked quantity on Reservations to be automatically transferred from other locations in the Default Inventory Region to fill the Reservation.
 This process uses the Region Reservation Fulfillment utility to create the Internal Branch Transfers in the defined number of days before the product detail Date Out.
 Refer to 'Regional Reservation Processing' in the Divisional Inventory Parameters for more information on this feature.

To avoid region confusion, a division can not be assigned to more than one Inventory Region that has been checked as a Reservation fulfillment region.

•Click on "Contract" to share available rental and sales products with the other locations in this Inventory Region.
 This process is useful when multiple divisions share products or an equipment yard.

This feature only applies to products when the availability checking on the Groups is activated, and only applies on Contracts and to the Counter Worksheet when it is converted to a Contract.
 This process allows rental and sales products that are not available at the contract location, but are available within the same 'Inventory Region', to be put out on a Contract by providing the option to move the item from the shared location to the contract out location and by using a one-step Internal Transfer created automatically to complete the transfer.
 The Rental Return will return the products to the Location specified in the return.
 However if a transferred product is deleted from the contract, this does not automatically reverse the transfer. The reversing transfer would need to be generated manually to return the product to the source location if required.

Note: Serialized sales parts and Rental products with a Product Status Code that does not allow transfers, are excluded from this regional availability/auto-transfer process.

To avoid region confusion, a division can not be assigned to more than one Inventory Region that has been checked as a Contract fulfillment region.

Note: If a Region should apply to both the "Reservation" and the "Contract" fulfillment features, two separate regions with the same locations need to be setup.

Region Details

•Division/Location List
 For Accounting, standard Inventory, or Customer regions, enter all the Divisions or Locations that should be included in this Region Code group.
 A drop-down box is provided on the Div field to select from available divisions setup in Divisions, and a division can be included in multiple regions.

•Reservation / Contract Inventory Fulfillment List
 For Inventory regions that have been flagged as a Reservation or a Contract type fulfillment region, a Divisions or Location can only be included in one of that type of Inventory Region.
 A drop-down box is provided on the Div field to select from available divisions setup in Divisions.

RANK

The Rank field is provided to establish an optional priority for fulfillment, where the lower the Rank number equals the higher the priority. (e.g. Rank 1 gets priority over Rank 2)

Refer to Regional Reservation Processing in the Divisional Inventory Parameters for more information on the Reservation feature.
 Refer to the explanation above for the Document Type for more information on the auto-transfer functionality for the Contract fulfillment feature.

•Tax List
 For Tax reporting, enter all the Divisions that should be included in this Tax Region Code group.
 A window is provided on the Tax field to select from available tax codes as defined in Tax Codes.

Finished?

Click ACCEPT to accept the information and close the window.

Topic Keyword: SMRF01 (3700)