Defining Inventory Parameters

After you have configured tax defaults for the inventoried products subsystem, you must define the inventory parameters.

To set up the Inventory parameters:

Note.png Make sure to be in the System Administrator Persona when you set up the inventory parameters.

1.    From the Personify main toolbar, select System Admin > Organization Structure > Organization Unit Definition.
The Organization Unit Maintenance search screen displays, as shown below.
org.png

2.    Click Search.

3.    Select your organization/organization unit.
The Organizational Unit Maintenance General System Parameters screen displays, as shown below.
Gen_System.png

4.    From the Subsystem Parameters task category, click Inventory Parameters, as highlighted below.
inventory_parameters.png
The Organizational Unit Maintenance Inventory Parameters screen displays, as shown below.
Inv_Parameters.png

5.    From Inventory Cost Control, select the following:

a.    Check the Recalculate Cost on Inventory Adjustment checkbox to automatically recalculate the cost of inventory on an adjustment.

b.    Check the Allow Direct Inventory Update checkbox to allow direct updates to inventory products.

Note.png If the Allow Direct Inventory Update checkbox is checked, the fields in the Current Inventory at this Location section of the Inventory Locations section will be enabled for editing. This checkbox should only be selected for emergency situations when inventory counts are incorrect and must be manually edited. For more information on inventory locations, please see Defining Inventory Locations.

6.    From Inventory Product Fulfillment Control, select the following:

a.    Check Commit Inventory checkbox to commit inventory on proforma orders.

Note.png The Use Closest Warehouse checkbox is currently not implemented.

7.    Click Save.