Kit Explosion to Convert Components to Items SO-1068

Transcription

1 Kit Explosion to Convert Components to Items SO-1068 Overview This Extended Solution will change the way exploded Kits are processed in Sales Order and Sales Order Invoice Entry. The components become regular inventory lines while the kit line will either be deleted or will become: a special Item, a discounted item, a regular item or a non-discounted item depending on what you specify. Additional functionality exists if Extended Solutions SO-1017: Sales Order Line Print Suppression by UDF or SO-1119: General Ledger Account Number Override by Code is installed. Installation Before installing this Extended Solution, please verify that the version level(s) printed on the CD label are the same as the version level(s) of the MAS 90 MAS 200 module(s) you are using. For further information, please see the Upgrades and Compatibility section below. Check your Shipping Manifest for a complete list of Extended Solutions shipped. For detailed installation instructions, please refer to the Sage website at: Installing Your Extended Solutions under Windows From a CD If you have the autorun function turned on for your PC, the installation program will start up automatically. If not, find the autorun.exe file on your CD-ROM drive and double-click it to start the installation program. Follow the on-screen instructions. From the Sage FTP site When your Extended Solution is ready to be downloaded, you will receive an from extendedsolutions.na@sage.com telling you that it is ready. The will contain the Customer Name, Cross Reference, a case-sensitive Password, a link via which you can download your Extended Solution, instructions, and a Shipping Manifest. If you have any problems with this order, please extendedsolutions.na@sage.com and we will assist you during normal business hours. Extended Solutions Control Center Installing any Extended Solution will add an Extended Solutions Control Center to the MAS 90 MAS 200 Library Master Utilities menu. When you open the Control Center, the following options will be available: Extended Solutions Manuals 2005 Sage Software, Inc. All rights reserved. SO-1068 (Revised 10/06) Page 1

2 Remove Extended Solutions Unlock Extended Solutions Merge Installation Files Extended Solutions Setup options Custom Office If you customize your MAS 90 MAS 200, then you must run the Update Utility every time you install this Extended Solution. Setup Upon completion of software installation, you will need to access Extended Solutions Setup from the Sales Order Setup menu. Select this part number and the Setup screen for this Extended Solution will appear (Figure 1). Check the Enable Extended Solution box to activate this Extended Solution. The manual for this Extended Solution can be viewed by clicking the Manual button next to the Enable Extended Solution check box. It can also be viewed via the Extended Solutions Control Center (see Installation, above). Figure 1 Answer the following prompts: KIT ITEM RETENTION METHOD: Select No Kit Item Retention, Special Item, Discounted Item, Non Discounted Item, or Regular Item Sage Software, Inc. All rights reserved. SO-1068 (Revised 10/06) Page 2

3 PROMPT FOR OPTIONAL KIT EXPLOSION: Check this box if you want the option to process kit explosion per standard MAS90. Leave it unchecked to always process kit explosion by converting them to items. DEFAULT ANSWER FOR KIT EXPLOSION: This prompt is presented only if you checked the box for Prompt For Optional Kit Explosion above. Check the box if you wish the default answer to be Yes. Leave the box blank if you wish the default answer to be No. SET COMPONENT PRICE AS % OF KIT: Check this box to calculate the Unit Price of each component as Kit Extension*(Component Extension/Total Component Extension)/(100 Line Discount Percent). If you click the Recalc Price button, all prices will be reset per standard MAS90. BACK ORDER QUANTITIES NOT AVAILABLE: Check this box to Backorder component line quantities which are not available. The following prompt will be presented if you have Sage Software Extended Solution SO- 1017: Sales Order Line Print Suppression by UDF installed: SO-1017 DEFAULT FOR LINE PRINT FLAG: Enter the default value for the Print Flag for the converted component items. You should visit this Setup screen after each upgrade or reinstallation of this Extended Solution. Operation During data entry when a kit item is exploded resulting in the kit s component items being added to the order or invoice, the following processing changes take place: The Sales Kit Item Line is handled according to the Kit Item Retention method noted in Setup. Retain Kit as Special Item: A special item (* followed by the first fourteen characters of the Kit s Item Number) will be added to the Sales Order at the position where the Kit Item was deleted. The special item s description will consist of the Kit Item s description from the Inventory Masterfile. The Price and Cost fields will be set to zero. Retain Kit as Discounted Item: The Kit item will remain on the order after explosion, but 100% will be placed in the Line Item Discount field. This forces the Extended Amount to equal zero, but leaves the Unit Price value unchanged. Retain Kit as Regular Item: The Kit item will remain on the order/invoice with its Unit Price and Extended Price. Items that were once components will have their Unit Prices set to zero. Retain Kit as Non Discounted Item: The Kit item will remain on the order after 2005 Sage Software, Inc. All rights reserved. SO-1068 (Revised 10/06) Page 3

4 explosion and no changes will be made to the discount field. The Unit Price and Extension will remain unchanged. Items that were once components will also have Unit Prices No Kit Item Retention: The Kit item will be removed from the Sales Order. The original component items are no longer components lines of a sales kit, they are now standard Inventory items. During Sales Journal update every Inventory line s Sales Order Invoice value for Std/Kit Bill will be copied to A/R Invoice History. Optional Explosion Processing If you checked Prompt for Optional Kit Explosion in Setup screen, you will be presented with an additional prompt (Figure 2) after answering Yes to the Do You Want To Convert Components To Items? prompt. Answer Yes to convert components to items, answer No to use standard MAS90 kit explosion processing. Figure 2 Back Order Quantities Not Available If you checked the Back Order Quantities Not Available box in Setup, the Quantity Ordered will be compared to the Quantity Available in the warehouse on the line during the conversion of component items to inventory items. Insufficient quantities will be backordered. Auto Generate Orders and Auto Generate Invoices If you have elected to Set Component Price as % of Kit in Setup and then process sales orders through either of these utilities, the standard logic which recalculates the line extensions will be overridden to prevent penny rounding issues with component lines. This is only in effect when the Quantity Ordered (Order Generation) or Quantity Shipped (Invoice Generation) is the same as the Quantity Ordered on the originating sales order during the generation process. SO-1119: General Ledger Account Number Override by Code If this Extended Solution is installed and you elected to use the Header UDF for the Override code, component items converted to inventory items will have their G/L accounts overridden per SO SO-1017: Sales Order Line Printing Suppression by UDF If this Extended Solution is installed then the SO-1017 Print UDF will be set to the value noted in this product s Setup. (See the SO-1017 manual for further information) Sage Software, Inc. All rights reserved. SO-1068 (Revised 10/06) Page 4

5 What s New With the release: Converted to Business Framework No longer integrates with Extended Solution SO-1066 Upgrades and Compatibility The installation CD is labeled with the version of the MAS 90 MAS 200 module for which this Extended Solution was prepared. This Extended Solution will check its compatibility with the appropriate MAS 90 MAS 200 modules and will be disabled if an incompatibility is found. If you upgrade your MAS 90 MAS 200 modules, this Extended Solution must be upgraded as well. Your MAS 90 MAS 200 dealer can supply this upgrade. Documentation Only changes made by Sage Software, Inc. to the standard operation of Sage Software, Inc. MAS 90 MAS 200 have been documented in this manual. Operations not documented in this manual are standard procedures of MAS 90 MAS 200 processing. Standard MAS 90 MAS 200 processes, data entry screens, inquiry screens, reports, updates, etc., have not been changed unless addressed in this document. Parts of this document may refer to the Specific Purpose Rule. When referenced, the described feature was developed for a specific client to their specifications and may not conform to generally accepted MAS 90 MAS 200 standards and procedures. These features may or may not benefit you in your application of MAS 90 MAS 200. Acknowledgments 2005 Sage Software, Inc. All rights reserved. Sage Software, MAS 90 and MAS 200 are registered trademarks or trademarks of Sage Software, Inc. All other trademarks are the property of their respective owners Sage Software, Inc. All rights reserved. SO-1068 (Revised 10/06) Page 5