IdealWare Online Users Manual

IY4-14 I/Y MAINTENANCE
31022 Product Type Maintenance

 

PURPOSE

 

The product type maintenance program enables you to delete or modify product types. The program also enables you to set the default pricing units, used when adding new products, for lumber, plywood, gyprock and insulation. You can also use the program to set the default payment discount indicator, used when adding new products, for all product types.

 

We recommend strongly that you do not delete product types. If you require additional product types or types other than those currently recognized by IdealWare please contact your Ideal consultant.

 

Product Type Maintenance is accessed from:

  • Inventory General Maintenance menu.

 

PROCEDURE

 

Select Product Type Maintenance from the Inventory General Maintenance menu.  The Product Types Maintenance screen displays.

 

PRODUCT TYPES MAINTENANCE DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│01/15/08                    D E M O   C O M P A N Y                             â”‚
│                           PRODUCT TYPES MAINTENANCE                            â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│          INVENTORY TYPE                __                                      â”‚
│                                                                                â”‚
│       01 LEVEL1 PRICING UNITS                                                  â”‚
│       02 LEVEL2 PRICING UNITS                                                  â”‚
│       03 LEVEL3 PRICING UNITS                                                  â”‚
│       04 PAYMENT DISCOUNT (Y/N)                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│'SA'=STORE AVERAGE 'SM'=STORE MARKUP 'SE'=SERVICE                               â”‚
│'L'=LUMBER 'P'=PLYWOOD 'G'=GYPROCK 'I'=INSULATION                               â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
INVENTORY TYPE
'SA'=STORE AVERAGE 'SM'=STORE MARKUP 'SE'=SERVICE
'L'=LUMBER 'P'=PLYWOOD 'G'=GYPROCK 'I'=INSULATION

 

Enter applicable inventory type.

 

[F2] to display next inventory type.


[F4] to exit to menu.

 

[F5] to display list of inventory types for selection.

 

IdealWare currently recognizes the following inventory types:

 

 

SA = STORE AVERAGE

SM = STORE MARKUP

SE = SERVICE

L = LUMBER

P = PLYWOOD

G = GYPROCK

I = INSULATION

 

See 31017 - Product Maintenance, Display & Entry Screen Fields.

 

 

When you display an inventory type the program prompts you to modify or delete the type.

 

** 'M' TO MODIFY; 'D' TO DELETE; CR TO CONTINUE:

 

[Enter] to clear display and return to the INVENTORY TYPE field.

 

"M" to modify data fields.

 

** FIELD NUMBER (CR TO CONTINUE):

 

Enter number of field to modify.

 

Once you have modified the field data press [Enter] to return to this prompt where you can enter the number of additional fields to modify. Press [Enter] again when finished. The program will display the available pricing factors applicable to the specific field you select.

 

 

[Enter] to indicate field modifications complete.

 

** OK TO UPDATE? (CR=UPDATE; F2=MODIFY; F4=BYPASS):

 

[Enter] to accept changes and update file.

 

The cursor returns to the INVENTORY TYPE field.

 

 

[F2] to make additional modifications.

 

The FIELD NUMBER prompt displays again.

 

 

[F4] to cancel changes and return to INVENTORY TYPE field.

 

"D" to delete inventory type.

 

** OK TO DELETE? (Y/N):

 

"Y" to delete inventory type.

 

"N" to not delete inventory type.

 

The cursor returns to the INVENTORY TYPE field.

 


Example Product Type Maintenance display:

┌────────────────────────────────────────────────────────────────────────────────┐
│01/15/08                    D E M O   C O M P A N Y                             â”‚
│                           PRODUCT TYPES MAINTENANCE                            â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│          INVENTORY TYPE                G   GYPROCK                             â”‚
│                                                                                â”‚
│       01 LEVEL1 PRICING UNITS          MSQFT                                   â”‚
│       02 LEVEL2 PRICING UNITS          MSQFT                                   â”‚
│       03 LEVEL3 PRICING UNITS          SHEET                                   â”‚
│       04 PAYMENT DISCOUNT (Y/N)        Y                                       â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│** 'M' TO MODIFY; 'D' TO DELETE; CR TO CONTINUE:                                â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

 

FIELDS

 

01 BASE PRICING UNIT    
02 ALT 1 PRICING UNIT
03 ALT2 PRICING UNIT

 

Enter pricing unit.

 

Applicable to lumber, plywood, gyprock and insulation type products only. Select from the list of per-set units displayed. The price unit selections are as follows.

 

 

Lumber: "MF"=MFBM, "FB"=FBM, "LI"=LINEAL, "PI"=PIECE.

Plywood: "MS"=MSQFT, "SQ"=SQFT, "SH"=SHEET.

Gyprock: "MS"=MSQFT, "SQ"=SQFT, "SH"=SHEET.

Insulation: "MS"=MSQFT, "SQ"=SQFT, "BA"=BAG.

 

04 PAYMENT DISCOUNT

 

The payment discount indicator for each product indicates whether or not the product's sales dollars will be used to calculate the payment discount during sale order entry. The value entered here sets the default value displayed when new products of this product type are added to inventory.

 

"Y" to set default value to Y.

 

"N" to set default value to N.