Defining Inventory Parameters
- Using the System Administrator Persona, from
the ribbon in Personify, select System Admin > Organization
Structure > Organization Unit Definition. The Organization
Unit Maintenance screen will display.
- Click Search and Select the
organization/organization unit. The Organizational Unit Maintenance |
General System Parameters screen displays.
- From the screen task category Subsystem Parameters,
click on the screen task Inventory Parameters. The Organizational
Unit Maintenance | Inventory Parameters screen will display.
- From the Inventory Product Control
section, there are options for Inventory Cost Control and Inventory
Product Fulfillment Control.
- From the Inventory Cost Control,
select the following:
- Recalculate Cost on Inventory (default): When checked, the cost will automatically recalculate the cost
of inventory on an adjustment made.
- Allow Direct Inventory Update: This will allow the user to make manual
updates to inventory products.
(Note: If the Allow Direct Inventory Update is checked, then the fields
in the “Current Inventory” section are editable. This should ONLY be used in
emergencies when inventory counts are incorrect and must be manually edited.)
- From the Product Fulfillment Control, select
the following:
- Commit Inventory: Check this box if committing inventory to
Proforma orders.
- Save
any changes.