The entries on this panel are used in the Item file to restrict the use of an item in a particular routine in IBS Enterprise. For example, an item can be allowed to be entered on a sales order but not on a purchase order.
The handling status code is also used in the MSDS file (if IBS Dangerous Goods Handling is installed and activated) to restrict items connected to an MSDS to be entered on orders.
Options
Selection fields
- Code
- This column lists the existing handling status codes.
- Valid in sales order
- Indicates if items/MSDS connected to this handling code are allowed to be entered on a sales order.
- Valid in quotation
- Indicates if items/MSDS connected to this handling code are allowed to be entered on a sales quotation.
- Valid in purch order
- Indicates if items/MSDS connected to this handling code are allowed to be entered on a purchase order.
- Valid in bill of mat
- Indicates if items connected to this handling code are allowed to be included in a bill of material (in IBS Manufacturing).
- Valid in manuf.order
- Indicates if items connected to this handling code is allowed to be entered on a manufacturing order.
- Valid in project
- Indicates if items connected to this handling code is allowed to be entered on a project.
- Sales backlog
- Indicates if items with this handling code can be backlogged on sales orders.
- Purchase backlog
- Indicates if items that are flagged with this handling code can be backlogged on purchase orders. The backlog code can also be defined in the Item file, panel Supplier information. If you want to be able to backlog the item, then both locations must be set to YES.
- Lost sale reason
- Displays which lost sales statistic is updated with this information.
Work with handling status (DIR04004)
The entries in this panel are used in the Item file to restrict the use of an item in a particular routine in IBS Enterprise. For example, an item can be allowed to be entered on a sales order, but not on a purchase order.
The handling status code is also used in the MSDS file (if IBS Dangerous Goods Handling is installed) to restrict items connected to an MSDS to be entered on orders.
On this panel you enter or maintain details for the handling status code.
Function keys
- Handling status code
- Valid in sales order
- Indicate if items/MSDS connected to this handling code are allowed to be entered on a sales order.
Note: If the sales order is of type IR (internal replenishment) and Valid in purch order is set to YES, then the items/MSDS will be allowed on the sales order line even if this field is set to NO.
- Sales backlog
- Indicate if items with this handling code can be backlogged on sales orders. The backlog code can also be defined in the following locations:
- Item file, Inventory information panel
- Sales order type table
If you want to be able to backlog the item all locations must be set to YES.
- Valid in quotation
- Indicate if items/MSDS connected to this handling code are allowed to be entered on a sales quotation.
- Valid in purch order
- Indicate if items/MSDS connected to this handling code are allowed to be entered on a purchase order.
- Purchase backlog
- Indicate if items that are flagged with this handling code can be backlogged on purchase orders. The backlog code can also be defined in the Item file, Supplier information panel. If you want to be able to backlog the item both locations must be set to YES.
- Valid in bill of mat
- This field is only displayed if IBS Manufacturing is installed and activated. Indicate if items connected to this handling code are allowed to be included in a bill of material (in IBS Manufacturing).
- Valid in manuf order
- This field is only displayed if IBS Manufacturing is installed and activated. Indicate if items connected to this handling code is allowed to be entered on a manufacturing order.
- Valid in project
- This field is only displayed if IBS Project is installed. Indicate if items connected to this handling code is allowed to be entered on a project.
- Lost sale reason
- This field is used whenever an item cannot be sold due to its handling status. In those cases lost sales statistics will be automatically generated by the system. Enter a code from the Lost sale reason table to indicate which statistic must be updated with this information.
Work with handling status, Copy (DIR04005)
- Code
- Displays the handling status code(s) you selected to copy.
- New code
- Enter a code to identify the new handling status you are creating.