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6) Recipient Location Setup

SUPPORT

Administration Guide

ORGANIZATION
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  • Setting Pay Levels on Users
  • Users
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    • INVENTORY & EQUIPMENT
  • ENHANCED INVENTORY SETUP
  • 1) Enhanced Inventory Introduction
  • 2) Setup Equipment Vendors
  • 3) Equipment List
  • a) Collections
  • 4) Setup Vendor Equipment Details
  • 5) Create Equipment Templates
  • 6) Recipient Location Setup
  • 7) Setup Physical Inventory
  • USING ENHANCED INVENTORY
  • Company Replenishment
  • Equipment Transfers
  • Pending Equipment
  • Inventory Discrepancy Warnings
  • Insufficient Inventory Notification
  • Purchase Requisitions
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    • ACCOUNTING
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    • OTHER
  • FTP Service
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    • Recipients are set up by either clicking on Administration -> Users or Administration -> Office Locations



    Available Settings:

    a) Inventory Recipient

    Determine if the user or location is part of the inventory system and check the inventory recipient box. If left unchecked the entity will not be involved with inventory in any degree.

     

    b) Auto Replenish

    Check the Auto Replenish box so the recipient will be included in the auto-replenishment process.

     

    c) Shipping Street, City, State, Zip

    Include the street address you want the items drop-shipped to. Generall,y only 2 lines are accepted, do not add a 3rd line. ADI has a 30 character per line limitation. If you go beyond 30 characters the order will fail. Then enter the shipping city, state, and zip.

     

    d) Recipient Template

    Select the recipeint template desired for the user or location. When selected, the base and minimum values from the template are applied to the recipient.



    e) Equipment Details

    The same screen and values that are available for the setup of the recipient templates are avilable in equipment details. Setting a value on this screen will override any values set elsewhere.

    Note that you can use this screen to find the effective values for base/mins/etc.


    NOTE

    Reference the Recipient Templates section for more information.



    Vendor Details

    This is where you set vendor specific details about the given recipient. Typically this is used to set vendor identifiers and default values used for POs.

    **Note: The exception is Tri-ED. They only look at "Ship to ID's", which can be entered in Vendor Details under the Account Field.**

     

    Active

    You must select this to make the vendor a valid supplier for the given recipient.

     

    Account Number

    ADI - Set this to the recipient's suffix. Your list of suffixes can be provided by ADI upon request.

    Tri-Ed - Set this to the recipient's shipto ID. Your list of shipto IDs can be provided by Tri-Ed upon request.

     

    Branch Number

    Only select the Branch Number if you have selected "pickup" as the delivery method. This will be the location you will pickup the items.

     

    Default Retrieval Method

    This is vendor specific but is generally self-explanatory. This is the method that will be used by default (ie: auto replenishing) but can be overriden when manually creating a PO.

     

    Default Processing Method

    This is the method of processing that will be used for this recipient/vendor combo by default (ie: auto replenishing) and can be overriden when manually creating a PO.

     

    Available Options:

    None (or blank)

    This generally means the vendor is incapable of electronic ordering.

     

    Manual

    The PO will NOT be sent electronically. You must manually call/email/etc POs with this selected as the processing method.

     

    Standard

    The PO WILL be sent electronically. No manual intervention will be required for the vendor to receive the PO.