Enter Distribution Data
Explanation
This activity is used to define general distribution, inventory, purchasing
and order data that will be used in the distribution flows, common to all sites
belonging to the same company.
Prerequisites
A company must have been created with the
Create Company Assistant.
System Effects
As a result of this activity, any settings on the
Company/Distribution/Inventory sub tab will be defined for the company.
- The options in the Ownership Transfer Point list are: Receipt
into Arrival and Receipt into Inventory.
- If the value Receipt into Arrival is selected, all inventory
parts received into an arrival or quality assurance location will be
considered company-owned and inventory postings will be created.
- If the value Receipt into Inventory is selected, all inventory
parts received into an arrival or quality assurance location will be
considered supplier-owned and inventory postings will not be created
until the parts are received into stock, e.g., picking, floor stock,
shipment.
- The values you enter in the Introduction Duration Days, Decline
Inactivity Days and Expired Inactivity Days fields are used to
classify the parts into different lifecycle stages.
- If the Post Price Differences at Arrival option is enabled,
price differences will be booked both at purchase order arrival, against
the purchase price and then later at invoice-matching against the invoiced
price. If the Post Price Differences at Arrival option is disabled,
price differences will be calculated at invoice matching.
As a result of this activity, any settings on the
Company/Supply Chain Information/Warehouse Management/Part Ownership
Transfer Reason section will be defined for the company.
- The options in the Part Ownership Transfer Reason
for the Mandatory option are: enabled and disabled.
- If the Mandatory option in the Part
Ownership Transfer Reason section is enabled.
- A system default generated MTR must be defined in the
System Default Generated MTR field. This is the default
part ownership transfer reason used for system generated material
transfer requisitions, i.e. generated when executing PMRP.
- The user will be forced to set a part ownership transfer reason
when ownership is to be changed for a part.
As a result of this activity, any settings on the
Company/Distribution/Purchasing sub tab will be defined for the company.
- If the Create Postings for Receipt of Non-Inventory Purchase Orders
option is enabled, postings will be created upon receipt of non-inventory
purchase parts or no parts in the purchasing flow. When matching a supplier
invoice, the system will check if postings were created upon receipt and
if not, only the M93 postings will be created. (i.e. M91 and M92 postings
will not be created) This will result in no cost being booked for non-inventory
or no parts until the invoice is received and matched.
- If the Notify Supplier of Consignment Consumption option is
enabled, it indicates that the supplier notification is a mandatory step.
That is, when a consignment stock is being consumed, the consumed stock
will not appear for invoice matching until a notification to the supplier
has been sent
- Authorization Routing Option determines how the system
includes steps (authorization lines) and validate steps in the authorization
routing template to the authorization routing on the purchase requisition
line or purchase order.
Include Steps Based on Limits - The system
will only generate authorization steps until a step with enough authorization
limits to authorize the purchase order or requisition line
that has been reached
Include All Steps and Consider
Limits - The system will copy all the steps in the Authorization
routing template and validate the authorization limit of the last step
while authorizing the purchase order or purchase requisition
Include All Steps do not Consider Limits - The
system will copy all the steps in the Authorization routing template
without validating the authorization limit of the last step while authorizating
in the purchase order or purchase requisition
As a result of this activity, any settings on the
Company/Distribution/Order sub tab will be defined for the company.
- The value you select in the Method for Invoicing Prepayment field
will decide how the invoicing of prepayments will be handled. The available
options are: Advance Invoice and Prepayment Based Invoice.
- If Advance Invoice is selected, advance invoices will be
created for requiring prepayments, i.e. before receiving the prepayment.
- The base value retrieved on the advance invoice will depend
on the value selected in the Base For Advance Invoice list.
- If Prepayment Based Invoice is selected (typically used in
Poland), invoices will be created after the prepayment has arrived.
Note that Prepayment Based Invoice
can only be created for the company working with single tax code per
line items.
- If the Apply Tax option is enabled, it indicates
if the Apply Tax option should be automatically enabled
when creating and advance invoice from a customer order where the Tax Liability
is Tax.
- Enable the Allow with Delivery Confirmation option if the
company allows prepayment invoicing together with delivery confirmation.
- If the Inter-site Profitability option is enabled, inter-site
profitability transactions will be created when internal customer orders
are delivered to other sites within the same company.
- If the Delay Cost of Sold Goods to Delivery Confirmation check
box is selected, the cost of goods sold will be posted at delivery confirmation.
It must be noted that posting of the cost of goods sold at delivery confirmation
will be performed only if the customer order is set to confirm deliveries.
If the customer order is not set to perform confirm deliveries, the
cost of goods sold will be posted when goods are shipped. The value of this
option is defaulted to the customer order.
- If the Exclude Services in Delivery Note Printout check
box is selected, non inventory sales parts defined as services will be excluded
from the delivery note printout.
- If the Invoice Unconnected Charges Separately check
box is selected, it is possible to create a customer order invoice for a
customer order charge that is not connected to a customer order line, before
there is any delivery against the customer order or when there are no approved
stage billing lines. If delivery confirmation is used, unconnected charge
can be invoiced before any quantity gets a confirmation on delivery. If
not selected, it is possible to invoice unconnected charge only with a delivery
or an approved stage billing line. When delivery confirmation is used, there
should be at least some quantity confirmed for the unconnected charge to
be invoiced. The value of this option is editable and will be inherited
to the dialog boxes used to batch create customer order invoices. This would
impact the customer order invoicing flow.
- If the Include Tax When Creating Interim Sales Voucher
option is enabled, tax postings for M177 will be created on the interim
sales vouchers when running the Create Interim Sales Voucher job. If the
option is disabled, no tax postings will be created even for customer
orders that are taxable.