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Admin Settings

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Admin Settings

Section Name Setting Name Field Type Object(s) Affected Description of Functionality
Serialization Settings Prefix Alphanumeric Serial Number Tracker When you enter characters into this field, then all items that are serially controlled will have this prefix attached to it upon receiving a purchase order line or performing a production work order completion. However, Item Master Inventory Adjustments – ADD does not respect this admin setting. This could be useful if you want to differentiate your item serial numbers from other firms numbers. For example, if your company name is ACME, you may want your serial numbers to all start with ACME followed by some numeric value, like ACME-123456. This can be used in conjunction with suffixes, if desired.
Serial Number Length Numeric Serial Number Tracker When a number is entered here, the system will use this value to allow/limit the length of the serial number to this number. The length would include any prefix and/or suffix, if either/both are chosen.
Suffix Alphanumeric Serial Number Tracker When you enter characters into this field, then all items that are serially controlled will have this suffix attached to it upon receiving a purchase order line. However, Item Master Inventory Adjustments – ADD does not respect this admin setting. This could be useful if you want to differentiate your item serial numbers from other firms numbers. For example, if your company name is ACME, you may want your serial numbers to all end with ACME followed by some numeric value, like 123456-ACME. This can be used in conjunction with prefixes, if desired.
Allow Auto Generation of SN? Select: Yes, No Serial Number Tracker If this is enabled, then the system will automatically generate the numeric portion of the serial number field. If a prefix and a suffix were used, it will place the numeric portion between the two. That value is using an odometer, which is stored on the Properties object (viewable via Properties tab). This is useful in environments where a single serial number numbering scheme is required, for consistency across all product lines.
Allow Only Digits in Serial Number? Select: Yes, No Serial Number Tracker If this is enabled, then in order to have a prefix and/or suffix, both of those must be contain only digits. The system will place the numeric value in between the prefix and suffix. The total length of the serial number will be the serial number length minus (the length of the prefix plus the length of the suffix). If this is set to “Yes”, then the Prefix and Suffix values, if used, must be numeric.
Item Versioning Settings Item Versioning: Select: Yes, No Item Master If this is enabled, then you can use related lists on the item master to create item version(s). One of them needs to be the “default” version. Once enabled, for items that had different versions, you will see the SO Line view changed. It has an area that will display the active Item Version. This has no effect on inventory, however. Inventory is not segregated by Item Version. This is for informational use only.
Lots Settings Use Lots: Select: Yes, No Lot If this admin setting is enabled, set to “Yes”, then any movement of inventory (adjustment, receipts, issues, transfers, etc.) MUST include not only a location, but a lot name. When an item is first created (unless the item master field “Lot Tracking” is not checked), a lot will automatically be created with the lot name “Default_itemname”. If this admin setting is set to “No”, then a lot is created anyway with the lot name equal to the default location.
Merge Inventory after turning off lots: Merge Inventory Lot Often times, a company’s required reporting no longer dictates tha lot numbers be used. If this is the case, then there is no need to track lot numbers. For an individual item, there may be five, ten, or possibly 100 lot names that have been used over the years. If after changing the Use Lots: admin setting from Yes to No, then clicking on Merge Inventory will merge all lot records for an item/location/pallet into a single record: The quantities from those records will be aggregated to that single record.
Lot Sort Order on Sales Order Packing: Select: Name Ascending Lot, Packed Sales Order Line Packing a sales order entails selecting which lot to pack from (assuming lots are turned on. This option tells Ascent to display the lot with the lowest alphanumeric value (A001 before B001, for example).
Select: FIFO (First In First Out) Lot, Packed Sales Order Line By choosing this option, the oldest date lot will appear first in the list of lots to be selected from for packing purposes.
Select: LIFO (Last In First Out) Lot, Packed Sales Order Line By choosing this option, the newest date lot will appear first in the lisl of lots to be selected from for packing purposes.
Select: FEFO (First Expiring First Out) Lot, Packed Sales Order Line Expiration dates are part of all lot records. If this is chosen, then the PackSO function will display the lot with the oldest expiration date.
Select: Highest Quantity Lot, Packed Sales Order Line This option will allow the PackSO function to display the lot with the highest quantity to supply the customer requirement.
Assets Tracking Settings Use Assets Tracking Select: Yes, No Inventory Detail When this admin setting is “Yes”, Ascent will then keep track of the customer inventory for an item packed. An inventory detail record is created when a sales order is packed. It is “not counted in inventory”, and contains as a location “Ship_acctname”. The new inventory detail record is serial number agnostic. If packing an item which is serialized, then the serial number tracker record is updated, and if the custom setting to track serial number details is chosen, a new serial number detail record would be created. This admin setting can be turned on whether you use serial numbers or not.
Opportunity Setting Edit Opp after it becomes a Sales Order Select: Yes, No Opportunity, Sales Order If this is set to “Yes”, then you will have the ability to edit an opportunity after that opportunity has been converted to a sales order. If “No”, then that opportunity is closed out and cannot be edited.
Cycle Count Approval Requires Approval of Cycle Counts Select: Yes, No Count Journal, Count Lines This admin setting controls whether the entry of a count line will be considered “Approved” or “Pending”. If “No”, then once a count line is entered, the Status will be defaulted to “Approved” and then you hit “Save”, the line will be processed and if there is a discrepancy between the Quantity Counted and Quantity In Inventory, the variance will be immediately posted to inventory. If “Yes”, then the status will be “Pending”, and inventory will NOT be updated until either the individual count line status is changed to “Approved” or the “Approve All” button is selected.
Cycle Count by Serial Number Enable Cycle Count by Serial # Select: Yes, No Count Journal, Count Lines If “Yes” is selected for this admin setting, then when performing a count journal, you will no longer have to enter a quantity for serialized items. Each scan of a serial number will count as a quantity of “1”. If “No” is selected, then after entering the quantity, you will have to scan a like amount of serial numbers.
Item Movement by Serial Number Enable Item Movement by Serial# Select: Yes, No This admin setting is no longer used.
Cycle Count by Item Number Enable Cycle Count by Item Number scan for non serialized Items … Select: Yes, No Count Journal, Count Lines When this is enabled, instead of scanning/entering the quantity to be recorded for a non serialized item, you simply scan each item to be counted. If an item has 10 on hand, scan that item 10 times, and a quantity of 10 will be recorded.
Item Master Settings Set This Item Group As Default when creating a new Item Enter the default item group desired Item Master If an item group is entered into this setting, then all new items will have as a default the item group entered here. This can be overridden when the item is being created or edited once the item has been created.
Item Is Available for Sales when Created? Select: Yes, No Item Master If “Yes” is selected, then the field on the item master “Not Available for Sale” will be left blank, allowing this item to be sold. If “No” is selected, then this field will be checked, and the item will not be available for sale.
Decimal Place Settings How many decimal places you want on your Currency fields? Select: 2 Various This setting defines the number of decimal places to be displayed for all currency fields, like Purchase Order Line Price and Sales Order Line Price. However, you should do this in conjunction with the Custom Settings for Use Cost(4dec) on Item Master, Use Purchase Price(4dec) on Item Master, Use Sales Price(4 dec) on Item Master, Use Price 4 dec on Sales Order Lines, and Use Purchase Price 4 dec on PO Line.
Select: 4 Various This setting defines the number of decimal places to be displayed for all currency fields, like Purchase Order Line Price and Sales Order Line Price. However, you should do this in conjunction with the Custom Settings for Use Cost(4dec) on Item Master, Use Purchase Price(4dec) on Item Master, Use Sales Price(4 dec) on Item Master, Use Price 4 dec on Sales Order Lines, and Use Purchase Price 4 dec on PO Line.
Decimal Place Settings for Trade Agreements How many decimal places you want your Trade Agreements Price to use? Select: 0 Trade Agreements This setting determines the number of decimal places the trade agreements functionality will use. You can select 0, 2, or 4 decimal places. In addition, the Trade Agreements page layout needs to be edited to display the appropriate decimal place field to be consistent with the value entered in this admin setting. This admin setting should be reviewed in conjunction with the “Decimal Place Settings” (which includes Custom Settings to review).
Select: 2 Trade Agreements This setting determines the number of decimal places the trade agreements functionality will use. You can select 0, 2, or 4 decimal places. In addition, the Trade Agreements page layout needs to be edited to display the appropriate decimal place field to be consistent with the value entered in this admin setting. This admin setting should be reviewed in conjunction with the “Decimal Place Settings” (which includes Custom Settings to review).
Select: 4 Trade Agreements This setting determines the number of decimal places the trade agreements functionality will use. You can select 0, 2, or 4 decimal places. In addition, the Trade Agreements page layout needs to be edited to display the appropriate decimal place field to be consistent with the value entered in this admin setting. This admin setting should be reviewed in conjunction with the “Decimal Place Settings” (which includes Custom Settings to review).
Grading Usage Do you want to use Grading for serialized items? Select: Yes, No Serial Number Tracker If this is set to “Yes”, then upon receiving a serialized item, you will be able to select a value from a picklist, and have that value written to the serial number tracker record. The picklist values can be modified by a systems administrator to more accurately reflect the company’s requirements. If “No”, this will not be prompted. If “Yes” is chosen, then admin setting Allow Auto Generation of SN? must be set to “No”.
Carton and Area Usage Do you want to use Area and Carton in your inventory? Select: Yes, No Inventory Detail Enabling this admin setting will allow the prompting of area and carton upon purchase order receipts, Inventory Adjustments – Add, and Production Work Order completions, and as a result, will create/update the inventory detail record. In addition, any Sales Order packing or Production Work Order completion will deduct from this same inventory detail record.
ExactShip Usage Use ExactShip for Shipping? Select: Yes, No This admin setting is no longer used.
Item Names Allow multiple items with same name? Select: Yes, No Item This setting allows multiple items with the same name. The use of this admin setting is not recommended.
Serial Number Assignment on Shipping Phantom BOM Create Serial Number record for Phantom BOMS after the Shipment? Select: Yes, No Serial Number Tracker, Serial Number Details, Packed Sales Order Line, Movement Line, Inventory Detail, Item This admin setting should be thoroughly discussed with your Ascent Engagement Manager before activating it. If set to “Yes”, then upon performing PackSO on a BOM-Phantom, the system will prompt you for a serial number for the BOM-Phantom, and will write a serial number tracker record, a serial number details record (if that custom setting has been activated), and a movement line. Also, for any non-serialized components of that BOM-Phantom, the system will create serial number tracker records (even though the item master field Serialize? is NOT checked), serial number detail records (if that custom setting has been activated), and a movement line. It will also deduct from inventory the number of serial number records created. For those components on the BOM-Phantom that are serialized, the system will also prompt you for serial numbers to be picked. You can select them by clicking the barcode icon, and they will be treated normally. However, you can also manually enter a new serial number in the field for serial number, and the system will create a brand new serial number tracker record, record it as being shipped. It will also deduct from inventory.
Work Order Lines Settings Picking Work Order Line Rules Select: None Work Order Line
Select: Location Highest Quantity Work Order Line If this option is chosen, then upon selecting Picking Work Orders on the Sales Order page, a work order will be created with work order lines where the lot/location written to the work order line will be equal to the lot/location with the highest quantity.
Select: Location Oldest Inventory Work Order Line If this option is chosen, then upon selecting Picking Work Orders on the Sales Order page, a work order will be created with work order lines where the lot/location written to the work order line will be equal to the lot/location with the oldest inventory.
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