Line - Functionality Description
01 Use Custom Tag/Bin: Will you be printing part tags or bin labels? This switch determines the print format for part tags and bin labels. RTA provides seven different print formats-for continuous feed labels and sheet labels. Laz: This option is designed to print bar coded tags/bin labels on an HP compatible laserjet in a 3 x 10 format (3 columns, 10 rows). Lz2: This option is designed to print bar coded tags/bin labels on an HP compatible laserjet in a 2 x 10 format (2 columns, 10 rows). No: This option produces a standard tag/bin label with six lines of text, which includes the fits codes, and an optional bar code. Ova: This option prints bar coded tags/bin labels on thermal printers and is available only if the Ovation, C.Itoh, or Citizen printers have been purchased from RTA. Ov4: This option prints bar coded tags/bin labels on thermal printers and is available only if the Ovation, C.Itoh, or Citizen printers have been purchased from RTA. This option is designed to print on larger than standard (4 inch) labels. SLP: This option prints bar coded tags/bin labels on Smart Label printers. Yes: This option produces a custom tag/bin label with 3 lines of text and an optional bar code.
02 Column Spacing: Tags can be printed one to four columns wide. This option allows you to adjust the column widths for proper label alignment. If your tags aren't printing in the correct spot in columns 2-4, enter a value from 1 to 9 to increase the tag width until the correct alignment is achieved.
03 Print Bar Codes: Do you want to print part bar codes? Set Bar Code Printing to YES to have the option of including or excluding bar codes on various part reports, part tags, and bin labels; set to NO to skip this prompt and not print bar codes. Set Form Feed to YES to ensure proper tag alignment if Bar Code Printing is also set to YES.
04 Row Spacing: Tags contain three to six lines of text. This option allows you to adjust the row heights for proper label alignment. If your tags aren't printing on the correct label, enter a value from 1 to 9 to increase the tag height until the correct alignment is achieved.
05 Allow Zero Lines on PO: Do you allow "blank" purchase orders? This switch controls whether purchase orders can be created with no parts ordered. Set to YES to allow POs to be created without adding any PO lines. Set to NO to prevent POs from being created unless at least one part is ordered (i.e., one PO line must be added).
06 Set Buyer to User ID: Do you want to know who created a purchase order? This switch identifies the user who created a purchase order. To properly use this feature, the "System Security" switch in Misc. Parameters I must be set to YES or SYS (SSI, Miscellaneous I tab, switch 9). Set this switch to YES to automatically input the RTA user ID in the Buyer field when new POs are created. The Buyer field is located in the Purchase Order Information sub-window (PPC). Set to NO if you aren't using System Security or you don't want to auto-fill the Buyer field. | Info |
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NOTE: If you aren't using System Security, you can still identify who created the PO by having that person manually enter his/her name in the Buyer field. |
07 Prompt PO Lines/Close PO: Parts ordered on multi-line POs can be received as a group or line by line. This switch controls what happens when parts are received as a group on purchase orders. When receiving PO lines as a group, Set Prompt PO Lines/Page to YES to be prompted for confirmation as each PO line is processed. This is handy when all but one or two parts on the PO have come in-simply choose to receive the PO lines as a group, then confirm which parts have been received rather than receiving each line individually. Set this switch to NO to receive all the PO lines selected without being prompted. Set Prompt to Close PO to YES to have the option of closing the PO or leaving it open after the last PO line has been received; set to NO to skip the prompt and automatically close the PO when all PO lines have been received.
08 Lines Per Purchase Order: Do you need to limit the number of lines allowed on purchase orders? One purchase order can contain up to 99 PO lines. The default is set to allow 99 lines per PO, but you may change this setting to suit your needs.
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| switch_stock_areas |
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09 Stock Areas (1 through 5): How many part stocking areas do you have? The RTA system allows you to track part inventories in five different locations (per facility). For example, suppose you have a total of 1000 quarts of oil in inventory- 500 in the parts room, 200 on a service truck, and another 300 in an overstock warehouse. You can set this switch to 3 to track the various stock areas. Enter a number from 1 to 5 to indicate how many stocking areas you wish to track. If you are tracking more than one stocking area, you'll be prompted to specify which stocking area is receiving and issuing parts.
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| switch_PO_print |
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| switch_PO_print |
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10 PO Print Defaults: This switch contains default settings for PO print formats. Set the defaults according to your preferences.Use Pre-Printed POs: Set to YES if you're using a custom PO program designed to fit on your pre-printed POs; set to NO to use one of the standard PO print formats in RTA. If this switch is set to YES, the name of the custom program needs to be defined in the "Custom PO" switch in Misc. Parameters II (SSS, Miscellaneous II tab, switch 13), and "Out of Printed Forms" should be set to NO (switch 23).
The following options for this switch are used to determine the PO print format and are available only when "Use Pre-Printed POs" is set to NO. PO Print Type: Set to WIDE to print a 132-column PO; set to NARROW to print an 80-column PO; set to TRACK to print a 132-column PO that provides spacing in the PO header to identify what the PO is for, who requested it, who authorized it, and who ordered it. We suggest trying out each setting to decide which format you like best. Print on Letterhead: This portion allows you to print purchase orders and work orders on your company letterhead; set to PO, WO, or BOTH if you'll be printing on letterhead paper and then specify the number of Lines to Skip in order to start printing below the letterhead logo; set to NONE to not print on letterhead paper. Display Wide/Narrow/Track Prompt: Set to YES to have the option of printing the Wide, Narrow, or Track PO format each time POs are printed (the setting in "PO Print Type" is displayed as the default); set to NO to skip this prompt and always print POs using the specified PO format.
11 Stock Price, Levels 1 through 8: Part requisitions are automatically generated for stocked parts when the part quantities drop below the reorder points. In order to calculate the reorder quantities, RTA uses a formula that takes the part price and usage into account. The table and formula used is as follows:
Level | Price | Factor | 1 | 1.00 | 200 | 2 | 2.00 | 90 | 3 | 6.00 | 45 | 4 | 10.00 | 30 | 5 | 40.00 | 10 | 6 | 200.00 | 5 | 7 | 999.00 | 1 | 8 | 9999.00 | 0 |
(Factor X Usage per Period)
Reorder Qty =--------------------------------------- Days per Period The factor for parts costing less than $1.00 is 200. The factor for parts costing between $1.00 and $2.00 is 90. The higher the part cost, the lower the reorder quantity. Adjust the Price and/or Factor if needed.
12 EOP Part Audit: Set to YES causes a txt file containing a part audit to be created each time the End of Period Parts procedure is run.
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13 Inventory Value/Overrides? If set to Average Price, the part price will be averaged with those already on-hand as parts are added to inventory. Those previously on-hand will also be updated with the new price. If set to FIFO, the part price will use the first-in, first-out computing method, which assumes that the oldest inventory of a given part is always used first. It can result in two of an identical part containing two different prices. When posting parts to work orders, you may encounter a part that shows a zero quantity in RTA, yet there is actual quantity on the shelf. This could be due to lag times between posting parts received and parts used OR erroneous entries or counts. When this occurs, this switch controls whether you will be allowed to post the part. Set to YES to allow the part to be posted, thus causing a negative quantity in RTA; set to NO to be prompted to adjust the inventory level. If you choose to adjust the inventory to a sufficient level, you'll be allowed to post the part afterwards. If you choose not to adjust the inventory, you will not be permitted to post the part until sufficient quantity is available to post.
14 Use Blanket POs: Set to YES to have the ability to create blanket POs for your vendors. Each blanket PO can have up to 999 releases, and each release can contain up to 99 lines on it (switch 8). Set to NO if you don't use blanket POs.
15 Use Master Parts List: Set to YES to allow a master facility to dictate parts inventory to subordinate facilities.
16 Ship Days Buffer: In the parts ordering formulas, a reference is made to ship days. A 10-day buffer is used to allow for delays in receiving parts that have been ordered. Enter a new value, from 1 to 99, to adjust the ship time as needed.
17 PO Prefix and Prompt: Your POs can include prefixes along with the PO number. Enter a prefix to use in PO Prefix (optional) and then set Prompt For to YES or NO. When Prompt For is set to YES, you'll be prompted for the prefix number when creating new POs; the prefix entered will be displayed as the default. When Prompt For is set to NO, the prefix prompt is bypassed and the specified prefix is used.
18 PO Suffix and Prompt: Your POs can include suffixes along with the PO number. Enter a suffix to use in PO Suffix (optional) and then set Prompt For to YES or NO. When Prompt For is set to YES, you'll be prompted for the suffix number when creating new POs; the suffix entered will be displayed as the default. When Prompt For is set to NO, the suffix prompt is bypassed and the specified suffix is used.
19 Voucher Print Prompt: Set to YES to have the option of printing a voucher when POs are printed; set to NO to not print vouchers. PO Receipt Prompt: Set to YES to print a receipt every time items are received on a purchase order.
20 Accept SIC Code and Prompt: Set Prompt For to YES to be prompted for a standard industry code (SIC) when adding PO lines. The SIC code entered in Default SIC Code (optional) displays as the default. Set Prompt For to NO to skip prompt and automatically use the specified SIC code (leave Default SIC Code blank to not use SIC codes).
21 Access Authorization: Choose whether to record the currently logged in user's name when making adjustments to part quantities or whether to prompt the user to manually input their authorization info.
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| switch_reorder_point |
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22 Reorder Point Settings: Enter a value from 1 to 99999 in Minimum Reorder Point to specify the minimum default for the reorder point. Typically, the default reorder point is set to 1, meaning parts will be requisitioned when quantities drop below 1. You can set this higher if you don't want to run completely out of stock before requisitions get created.
The second portion of this switch determines the part quantity that is requisitioned when the quantity falls below the reorder point. Set Calculation Method to STANDARD to create requisitions for the specified reorder quantity indicated in the part record (MPM); set to NON-STANDARD to requisition only enough parts to bring the quantity back up to the specified reorder point in the part record. When the non-standard calculation method is used, the reorder quantity in the part record is not used at all. Set to MIN/MAX to requisition only enough parts to bring the quantity back up to the max quantity specified.
23 Out of Printed Forms: Set to YES if you're using pre-printed POs and are temporarily out of forms (switch 10); this allows POs to be printed on plain paper. Set the switch back to NO when pre-printed forms are available again.
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| switch_part_tax |
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24 Add Tax to Part Cost: Do you want to include part tax in part price computations? When a part is received on a PO (PPC), the system calculates the part's new average price. Set this switch to YES to include part tax paid in the new price calculations; set to NO to exclude part tax from the calculations.
25 Prompt for Shop or Vendor PO: Set to YES have the option of printing POs for the shop or vendor when POs are printed; set to NO to skip this prompt.
26 Update Parts/Last PO Field: The part record stores the last PO number and date (MPM). This switch determines when that information is updated. Set this switch to ORDERED to update the part record when it is ordered on a PO; set to RECEIVED to update the part record when it came in.
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| switch_bcode_height |
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27 Bar Code Height and Strikes: This switch controls the look of bar codes. Enter a 1 or 2 in Bar Code Height to set the height of the bar code.
Enter a 1 or 2 in Bar Code Strikes to set the darkness (dot matrix printers only)-1 for newer ribbons, 2 for older ribbons.
28 Delete Requisitions Prompt: This switch controls what happens to requisitions when POs are manually created using the Create/Receive PO option (PPC). Set to ALWAYS to automatically delete requisitions when parts are ordered on POs (recommended setting); set to NEVER to keep requisitions on file even though orders have been placed; set to PROMPT to have the option of keeping or deleting requisitions when parts are ordered on POs.
29 Prompt for Invoice Number: Set to YES to have the option of entering an invoice number when creating new POs; set to NO to skip this entry. The invoice number can be added or modified at any time by selecting View > View PO Info from the purchase order menu or by clicking on the View PO Info icon in the toolbar.
30 Received Date and Invoice Prompts: Set to YES to have the option entering receive dates and invoice numbers when PO lines are received (recommended setting); set to NO to skip this prompt and use the current system date as the receive date. This information can be added or modified at any time by selecting View > View PO Info from the purchase order menu or by clicking on the View PO Info icon in the toolbar.
31 Use Your Own PO Numbers: Set Use Own PO Numbers to YES to use your own purchase order numbering system and then set Type of PO Number to ALPHANUMERIC or NUMERIC to indicate what type of PO numbering system you'll be using. An alphanumeric numbering system allows text and numbers. A numeric numbering system only allows numbers. Set Use Own PO Numbers to NO to have the RTA system generate purchase order numbers (numeric only). Once you set this switch and start entering purchase orders, this switch should not be changed!
32 Prompt for Work Order and Requisition Numbers: Set Prompt WO Number to YES to have the option, when adding PO lines, of identifying the work orders that need the parts being ordered; set to NO to skip this field if parts are always ordered for stock. Set Prompt Requisition Number to YES to have the option of entering requisition numbers when adding PO lines; set to NO to skip this field.
33 Part Screen Options: The second portion of this switch gives you the option of adding new parts to multiple facilities, eliminating the need for having to add the same information individually to each facility. Set Add to Multiple Facilities to YES to be prompted to add new part records to other facilities. If you choose to add to other facilities, the part records will be added to the current facility and to the specified range of facilities. Set to NO to skip this prompt or if you aren't using multiple facilities (SSM, switch 26).
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34 Prompt to Post Parts to WO: Do you want to immediately post parts received on purchase orders to work orders? Set this switch to YES to have the option of posting parts to work orders while receiving parts on purchase orders. If you choose to post at that time, you'll be given access to the Work Order module. From there, you would select the work orders and manually post the parts in the usual manner. Set this switch to AUTO to automate the process of posting parts to work orders. In order to use this feature "Prompt WO Number" should also be set to YES, but is not required (switch 32). As each PO line is received, you'll have the option to auto-post the part OR receive the part to stock. If you choose Auto-Post, the system automatically posts the entire quantity ordered on the PO line to the specified work order and work order line. Set this switch to NO to skip this prompt and always receive parts to stock.
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35 WO Post Estimate Parts: Do you want to auto-post parts from an estimate work order? Set this switch to YES to have the option of auto-posting parts from estimate work orders to "live" work orders; a prompt will appear when the Post Parts option is accessed in work orders that were generated from approved estimates. Set this switch to NO to require parts to be manually posted to work orders.
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| switch_account_codes |
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36-37 Use Account Codes/Default Account Code: Set Use Account Codes to YES to have the option of entering account numbers when adding PO lines; set to VALIDATE to only allow the use of account numbers that have been set up through the Update Account # option (STPA); set to NO to skip this field. If this switch is set to YES or VALIDATE, the account number from the part record (MPM) and the default account number entered in Default Account Code (switch 37) will be available for selection OR you can input a different account number.38 Hide Never Approved PO#s: Setting this switch to YES will hide the Purchase Order Numbers for any Non-Approved Purchase Orders. This will only happen if you have the PO Approval module turned on. See Switch# 44-Use PO Approval SwitchSystem under Main System Parameters section. 39 Approve Requisition: Setting this switch to YES will require the approval of a purchase requisitions before you can add to a Purchase Order. Setting this switch to NO allow purchase requisitions to be added to a Purchase Order with no prior approval. 40 Default Email PO Body: This switch allows you to create a Default Email Message to be used when using the Email to Vendor option in the Purchase Order Module. See Email PO Document to Vendor. |