SPMM - System Parameters/Default Maintenance

New features added, version 7.5.2

Program SPMM, System Parameters/Default Maintenance, is used to maintain defaults for inventory and work order applications.

You can also maintain the new vendor defaults for AP/PO variance checking, which are established for specific vendors in program VEMM, Vendor Master Maintenance, and can be overridden for specific items in program VEQM, Vendor Quote Maintenance.

Use program VETR, Vendor Tolerance Report, to print a listing of AP/PO variance checking tolerance parameters entered through program VEMM, Vendor Master Maintenance, and program VEQM, Vendor Quote Maintenance.

Inventory Tab - Entering Inventory Defaults

1. In the Default Manufacturing Ent field, enter the default manufacturing enterprise for your system. The default manufacturing enterprise code entered here is used for the installation and upgrades of the system, but is not validated against valid manufacturing enterprise codes.

* Codes are not validated at this stage because the default manufacturing enterprise is set up before the codes are. Therefore, there is nothing with which to compare it.

* After system installation, the manufacturing enterprise code entered in program SPUM, System Authorization Maintenance, for your user log-in is used instead of the entry here.

2. In the Default Plant Code field, enter the default plant code for your system. The default plant code entered here is used for system installation and upgrades.

* After system installation, the plant code entered in program SPUM, System Authorization Maintenance, for your user log-in is used instead of the entry here.

3. In the Default Stock Area field, enter the default stock area to be used as the system level default when creating new plant records in program ILPM, Plant Code Maintenance. It is defined by the user during installation.

* The stock area you enter in program ILPM, Plant Code Maintenance, is the default in program ICMM, Inventory Master Maintenance.

* Stock areas are the major area definition. Bins are defined within the stock area using program ILMM, Location Master Maintenance.

* Changes to the default stock area do not affect existing inventory items.

4. In the Default Bin Location field, enter the default bin location to be used as the system level default when creating new plant records in program ILPM, Plant Code Maintenance. It is defined by the user during installation.

* The bin location you enter in program ILPM, Plant Code Maintenance, is the default in program ICMM, Inventory Master Maintenance.

* Stock areas are the major stocking area definition. Bins are defined as detailed locations within the stock area using program ILMM, Location Master Maintenance

* Changes to the default bin location do not affect existing inventory items.

5. Set the Default Control Type pop-list to the desired setting. The default control type is displayed as the default for new item entries in program ICMM, Inventory Master Maintenance. The pop-list selections are as follows:

* Non-Controlled (the default in this program)

* Lot Control

* Serial Control

6. In the Default Generate Rule field, enter the default generate rule to be used as the default for the automatic generation of control numbers. New items default to this rule when created in program ICMM, Inventory Master Maintenance. The default for that item can be changed in program ICEM, Item/Plant Maintenance. The system values are as follows:

* A Generate the next control number as the next sequential numeric number. The program will look at the each character starting from the end of the last control number used, find the numeric part, and add a 1 to it. For example, if the last control number used was 900000G, the next control number will be 900001G.

* C Generate the control number using the date and sequence number. The system will create the control number according to the system date and put a three-digit sequence number at the end in the form YYMMDD-NNN. If more than one control number is created on the same day, the system will find the highest control number with the same date and add a one to the sequence number. For example, if two control numbers were created on the same day, the first might be 961230-001 and the second might be 961230-002.

* D Generate the control numbers according to unused control numbers that have been set up previously in program ITCM, Item Control Number Maintenance. In order to use this rule, you must have set up previously set up control numbers in program ITCM, Item Control Number Maintenance. The program chooses the control number by looking at the First Rpt field. It will find the lowest control number that has the First Rpt field blank.

* M Manual entry. You manually enter the control numbers for this item. In order for this option to work, the generate rule must be set to Manual entry, and the Auto Create Ok flag must be set to on.

7. In the Master Lot Designator field, enter the desired character to be the master lot designator.

* When this character is used in lot and serial control numbers, the characters to the left of the designator will be used as the master lot number, and those to the right will be the sub lot number.

* For example, if the master lot designator is /, and the control number is ABC/123, ABC is the master lot and 123 is the sub-lot. The entire control number in program ITCM, Item Control Number Maintenance, will be ABC/123.

* If this field is left blank, there is no master lot designator and master lots will not be used in the system.

* It is not recommended that you use numerals as master lot designators.

8. In the Default Pick Rule field, enter the default pick rule that is used as the default for automatic picking. This pick rule will be automatically assigned when creating new item plant control records in program ICMM, Inventory Master Maintenance. It can be overridden in program ICEM, Item/Plant Maintenance. The system values are as follows:

* A Pick control numbers by sequence, the lowest control numbers are picked first. If the item is lot controlled and the lots are split, the control numbers will be picked according to the bin sequence within the lot. This is providing that the bins are in a logical sequence.

* B Pick control numbers according to the on hand quantity. The control numbers with the lowest on hand quantity will be picked first. If control numbers have the same on hand quantity, the program will pick the lowest control number first.

* C Pick control numbers from the smallest lot with a quantity that will satisfy the demand. This prevents the program from picking control numbers from more than one lot.

* D Pick control numbers according to the lot expiration date.

* E Pick control numbers according to the date of first receipt. The control numbers received first are picked first.

* M Manual entry. Manually pick the control numbers.

9. In the Pick Event Dur field, enter the Event Duration, which defines the length of material pick events, recorded with program MRPE, Work Order Pick List Entry. The duration is entered as minutes.

* The number of minutes entered here is the length of a pick event. When a material pick is begun, this is the amount of time that passes before the first pick event ends and the second pick event begins.

* For example, suppose the duration entered here was five minutes and a material pick was begun at 10:12. All pick activity from 10:12 to 10:17 would be considered one pick event. Pick activity from 10:18 to 10:23 would be a different pick event.

* This information is printed on the picking log by pick event and employee with program MRPRE, Pick Log by Employee.

10. Set the Available to Promise Method pop-list to the desired setting. This pop-list determines the on hand quantity displayed in order entry for line items.

* Projected on Hand indicates that the program will calculate the projected on hand quantity for the line item due date. It is the system total stockroom and floorstock on hand quantity plus the on order quantity less the total quantity already allocated, less the quantity in reserve.

* Current Available indicates that the displayed on hand quantity is the current on hand quantity for the line item.

11 Set the Include in transfer as available to promise flag to the desired setting.

* When this flag is set to on, available to promise calculations will include In Transit interplant transfer quantities and move tickets that are being transferred into the plant. When an Interplant Transfer order has the status of In Transit, the quantity is added to the available quantity for plant to which the quantity is being transferred. Move tickets being transferred out of the plant are always included in the available calculation.

* When this flag is set to off, In Transit quantities are not included in the available to promise calculations.

12. Set the Include Non Nettable in available to promise flag to the desired setting.

* When this flag is set to off, the quantities in non-nettable locations will not be included as available in available to promise calculations.

* When this flag is set to on, the quantities in non-nettable locations will be included as available in available to promise calculations.

* Non-nettable locations have the Nettable flag set to off in program ILMM, Location Master Maintenance.

* It is strongly recommended that users do not make the staging and shipping locations non-nettable. Non nettable locations are meant to be used to quarantine inventory so that it will not be considered for planning/reservation purposes.

If your staging/shipping locations are non-nettable, and the Include Non Nettable in available to promise flag is set to off in program SPMM, System Parameters/Default Maintenance, when you stage the quantity to that location, the quantity moved will not be added back into the available to promise. Since the sales allocations are not decremented until the sales order is shipped, it will appear to make the available to promise less than it actually is.

13. Set the Allow Partial Picks flag to the desired setting. If this flag is set to on, partial picks and variable picks are allowed in program MRPE, Work Order Pick List Entry. If this flag is set to off, you cannot perform partial picks or variable picks in program MRPE, Work Order Pick List Entry.

14. Set the Allow Shortage Picks flag to the desired setting. If this flag is set to on, you can enter and pick with shortages in program MRPE, Work Order Pick List Entry. If this flag is set to off, you cannot enter and pick work orders with shortages in program MRPE, Work Order Pick List Entry.

15. Set the Allow Location Defaults flag to the desired setting.

* See the Location Defaults Feature section for more information.

16. Set the Maintain Instant Item Balances to the desired setting. The default setting for this flag is on.

* Set this flag to on to have the inventory item balances maintained and updated by the system. When an inventory transaction occurs, the inventory balances displayed in program ICBY, Item Year Balances, and program ICBQ, Inventory Monthly Balances Inquiry, are updated automatically without having to run program ICUB, Inventory Balances Monthly Update.

* Set this flag to off to update and maintain inventory item balances manually. Inventory balances displayed in program ICBY, Item Year Balances, and program ICBQ, Inventory Monthly Balances Inquiry, will not be updated with entered inventory transactions until program ICUB, Inventory Balances Monthly Update, is run.

17. Set the Run ICBM in Silent Mode flag to the desired setting.

* When this flag is set to on, program ICBM, Inventory Bulk Moves, warning messages are not displayed.

* When this flag is set to off, program ICBM, Inventory Bulk Moves, warning messages are displayed.

18. Set the Keep Reservation History flag to the desired setting.

* If this flag is set to on, when reservations are entered for items in sales order and work order programs, they will be saved in the system and can be viewed in program ITRH, Item Control Reservation History.

* If this flag is set to off, reservation records will not be saved in history.

19. Press [Commit].

Manufacturing Tab - Entering Manufacturing Defaults and Scrap Reporting Rules

1. Set the Default Mfg Method pop- list to indicate the default manufacturing method. Choices are Work Orders or Schedule.

* This default causes planned orders for an item to be automatically released as a Work Order or Production Schedule item by program WOAR, Automatic Work Order Release.

* Released Production Schedule orders are visible in program SRMM, Production Schedule Maintenance.

* Released Work Orders are visible in program WOEM, Work Order Entry/Maintenance.

2. Set the Default SR Receipt Qty pop-list to define the quantity that defaults into the quantity received in program SRFE, Production Receipts Entry. This quantity is established by item. The options are Order Quantity or Case Quantity.

* The Case Quantity is a conversion used in production line receiving. It is defined as any number other than the total order quantity.

* The case quantity is specified in program ICPM, Inventory Planning Data Maintenance.

3. Set the Delay Cost Issue for Mfg Items in Work Order flag. This flag determines when costs will be issued for manufacturing work order components. This flag is only effective if lot costing is set up in program PCTM, Cost Type Maintenance.

* Manufacturing component items are items with the Make/Buy pop-list in program ICPM, Inventory Planning Data Maintenance, set to Manufactured. Purchase component items (pop-list set to Purchased) costs are always recorded when the component item is issued to the work order.

* Flag set to off indicates that work order costs for manufacturing component items will be recorded as the components are issued to the work order. Work orders can be closed from program MRFE, Finished Goods Receipts Entry.

* Flag set to on indicates that work order costs for manufacturing component items will be recorded when the work order is closed with program WOCO, Work Order Close. Work orders cannot be closed with program MRFE, Finished Goods Receipts Entry. Work orders cannot be closed until work orders for the component items have been closed. This occurs when a component item has been issued to a work order and a work order exists for that component and control number.

4. The scrap reporting rules are used to define what inventory values should be reported when a scrap transaction is entered for a particular type of transaction.

* Program SCEM, Scrap Entry/Maintenance, requires the entry of the type of item being reported and uses the rules described below to determine the appropriate type. Scrap entered in all programs is displayed in program SCEM, Scrap Entry/Maintenance.

* SRFE - Scheduled Production Finished Goods Receiving Options:

Backflushed Components - Scrap only backflushed components

End Item - Scrap complete end item including labor

Nothing - Scrap nothing

* SRLE - Scheduled Production Labor Reporting options:

Backflushed Components - Scrap only backflushed components

End Item - Scrap complete end item including labor

Nothing - Scrap nothing.

* LREM/LRQE -Work Order Labor Reporting options

Backflushed - Components - Scrap only backflushed components

End Item - Scrap complete end item including labor

Nothing - Scrap nothing.

All Components - Scrap all components required to make an assembly when an assembly is reported as scrapped

5. Press [Commit].

Sales Tab - Entering Sales Defaults

1. Set the Address Source pop-list to the desired setting. This pop-list determines the source of the return address that is written to the Clippership Interface or Connectship / WorldEase Interface when the [Clippership] button is pressed during sales order shipping. Choices are:

* Org Unit - Financial enterprise name and address from program GMEM, Enterprise Maintenance.

* AR Location - Accounts receivable location name and address for the sales order location in program ARLM, Location Maintenance.

* OEHEAD Customer - the sold to customer name and address from the sales order header.

* OEHEAD Invoice To - the invoice to customer name and address from the sales order header.

* OEHEAD Bill To - the bill to customer name and address from the sales order header.

* For more information, see the Clippership Interface and Connectship / WorldEase Interface section.

2. In the Due Date Title field, enter the text to be displayed as the boilerplate field label for the sales order line item due date. The line item due date is displayed in program OQEM, Sales Order Quotation Entry/Maintenance, and program OEOE, Sales Order Entry/Maintenance.

* The default is Due Date.

3. Set the Models are Treated as Kits for OE Allocation flag. This flag determines the default setting of the Treat Model as Kit flag for new models in program MOTM, Modular Bill Maintenance. The Treat Model as Kit flag determines how sales allocations are created and inventory is relieved for a model. For more information, see Model Treatment for Allocations and Shipping.

4. Set the Auto Ship Reservations with Manual Ship Option flag to the desired setting. This flag controls how reservations are handled for orders shipped manually in program OESC, Shipping Confirmation. Regardless of this flag and the on hand quantity, reservations will still be shipped automatically when the [Ship Order] button is pressed.

* Set this flag to on to have reservations shipped automatically, regardless of on hand quantity, when the [Manually Ship Order] button is pressed in program OESC, Shipping Confirmation.

* Set this flag to off to have reservations not be shipped automatically when the [Manually Ship Order] button is pressed in program OESC, Shipping Confirmation. To ship reservations for manually shipped sales orders when this flag is set to off, the [Ship Reserved] button must be pressed on the Ship Details screen.

5. Set the Mfg Plant Override in Order Entry flag to the desired setting.

* If this flag is set to on, work orders created from the sales order line will be created in the plant entered during sales order entry.

* If this flag is set to off, work orders created from the sales order line will be created in the plant assigned to the item in program ICEM, Item/Plant Maintenance, regardless of the plant entered during sales order entry.

6. Set the Automatic Credit Hold Release flag to the desired setting.

* When this flag is set to on, and a customer has sales orders on credit hold, if the customer's available credit becomes enough to cover the sales order, the sales order will be taken off hold automatically.

* When this flag is set to off, the sales order must be taken off hold manually by a user.

7. Set the Non-stock is Taxable flag to the desired setting.

* When this flag is set to on, the taxable flag will be set to on automatically for non stocked items in sales order entry.

* When this flag is set to off, the taxable flag will be set to off automatically for non stocked items in sales order entry.

8. Press [Commit].

General Tab - Entering System Defaults

1. Set the Validate Phone field to the desired setting. When this flag is set to on, telephone number fields will be validated for content. Phone numbers must be numeric except for parentheses, hyphens, and periods.

2. Set the Validate e-Mail field to the desired setting. When this flag is set to on, email address fields will be validated for content. Email addresses must contain at least one period and one '@'.

3. Set the Display Control No Fields in Forms flag to the desired setting. When this flag is set to off, control number fields will not be displayed in forms. You cannot set this flag to off if you have active controlled items in your item master.

4. Press [Commit].

Work Orders Tab - Entering Work Order Parameters and Defaults

1. In the Next Planned Order Sequence field, the next planned order sequence number indicates the sequence number to be used for the next planned order created by program WOPM, Planned Order Entry/Maintenance. This sequence is not visible to the user in program WOPM, Planned Order Entry/Maintenance.

2. In the Next Released Order Number field, the next released order number indicates the order number to be used for the next work order released by program WOAR, Automatic Work Order Release.

3. Set the Auto Purchasing Requisitions from Work Orders Active flag to indicate whether requisitions will be generated automatically by the system. The Purchasing (PO) Module must be active (see program SPAP, System Parameters/Accounting Parameters) before you can set this checkbox to on. When set to on, it permits the automatic generation of two types of requisitions, material and service. In any case, purchase requisitions can always be entered manually in program PORE, Requisition Entry/Maintenance.

* Material These are requisitions for Purchase items (Make/Buy flag set to Purchase in programs ICPM, Inventory Planning Data Maintenance). They are generated only during the automatic release of planned orders for these items by program WOAR, Automatic Work Order Release.

* Service These are requisitions for routing operations designated as type Outside Service in the routing master records. They are generated during both manual release, in program WOEM, Work Order Entry/Maintenance, and automatic release, in program WOAR, Automatic Work Order Release, for work orders which contain an outside service operation.

4. The Operation Scheduling pop-list indicates the type of scheduling, either forward or backward, that is to be used in Work Order and Production Schedule Releases.

* In Forward Scheduling, for the initial operation scheduling, the first operation due date is scheduled as the work order due date minus the production lead time (lead time entered in program ICPM, Inventory Planning Data Maintenance) plus the manufacturing lead time. Each following operation is calculated as the due date of the preceding operation plus the manufacturing lead time.

* In Backward Scheduling, the last operation start date is scheduled backward from the work order due date minus the manufacturing lead time (calculated from the routing operations) for that operation. Each preceding operation's start date is calculated backward from the start of its following operation.

5. The Firm Flag default flag indicates whether the firm flag default will be on or off in program WOEM, Work Order Entry/Maintenance, and program WORP, Work Order Release Preparation.

* If it is set to on, released work orders will default to firm due dates, and master production scheduling (MPS) and material requirements planning (MRP) will only advise rescheduling requirements.

* If it is set to off, released work orders will be generated with the default of non-firm which will allow the planning programs to automatically reschedule the released orders in the same manner as a planned order as determined by the program.

6. The Job Cost Data Active flag indicates whether the work order system will create the records required to track work order costs in manufacturing costing. If it is set to off, the system will not create these records.

7. The WIP Material Movements Data Active flag indicates whether the work in process material movement system is active.

* If this flag is set to on, the work order system will create the records needed to track the movement of material as it proceeds from one production operation to the next.

* If the flag is set to off, the system will not create these records, and material movement will not be tracked.

8. Set the Quality Control Approval of Bills of Material Required flag to the desired setting.

* If this flag is set to on, the engineering change level for an item can not be changed until it has been approved by a Quality Control user.

* If this flag is set to off, the engineering change level for an item can be changed without approval.

* Users are defined as Quality Control Approvers in program SPUM, System Authorization Maintenance.

9. The WIP Status Default is the work in process status code from program WPSM, WIP Status Codes Maintenance, which will be used as the default in the status field in work in process programs.

* The default in this program is A. However, this code is not a yet valid code. You must create a definition for the code in program WPSM, WIP Status Codes Maintenance, or you will have invalid status codes in work in process programs.

10. The Operation Backflush Method pop-list indicates what quantity will be backflushed. Backflush occurs when labor is first reported to an order.

* Quantity Ordered The quantity required to do the entire job will be backflushed.

* Quantity Reported The quantity backflushed will be the quantity required to make the quantity reported as good and scrapped.

11. In the Capacity Horizon - Order Transfer field, enter the number of days for which future work order load is calculated using the work order transfer programs.

* Work order transfer programs include program MPPX, MRP Planned Order Transfer, and program MSSX, Master Schedule Authorization.

* Capacity Load can be viewed in the programs included on the PTI - Production Inquiry and Reporting menu.

12. In the Capacity Horizon - Update Process field, enter the number of days for which future work order load is calculated using the work order update programs.

* Work order update programs include program WOEM, Work Order Entry/Maintenance.

* Capacity Load can be viewed in the programs included on the PTI - Production Inquiry and Reporting menu.

13. In the Production Delay Days field, enter the number of days by which the production due date will be offset for work orders and production schedules created from sales order lines.

* The due date for the work order or production schedule will be the sales order line due date minus the production delay days entered here.

14. Press [Commit].

AP/PO Tab - Entering AP/PO Tolerances

1. The Enforce Receiver Quantity Variance flag whether purchase order line quantities will be compared with the receiver line quantities.

* If this flag is set to on, you will not be able to enter a receiver line quantity in program REEM, Receiver Entry/Maintenance, which varies from the purchase order quantity by more than the tolerable receiver quantity variance percentage set in the Tolerable Receiver Quantity Variance Percentage field.