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:

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

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