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:
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:
Click on Customer to setup regions applicable only to
customer reports.
Some of the reports that offer the Customer region selection
option include:
Click on Tax to setup regions applicable only to tax reports such as:
Select one of the following for this 'Inventory Region':
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.
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.
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.
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