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Supporting Files/Information

The

BILLING secondPARAMETERS

concept
    would
  • Within your billing parameters is where a number of things are set up that cover how your system handles inventory maintenance.
  • To access the billing parameters, you want to take menu path  System Utilities > 3. System Setup > 4. Sales Desk > 2. Parts Billing Parameters. From here, there are a few options:
    • Retain Values in add? – Screen 2 – Field 34: When doing maintenance on multiple items, this will keep all of the values from the previous item as defaults on the next item added.
    • Default Min/Max/ROP – Screen 2 – Fields 35/36/37: These values will be aused stockedas vs.the non-stockeddefault item.Min/Max/ROP Theseon new items wouldadded to inventory.
    • Auto Update Discount Levels – Screen 4 – Field 14: This option will update the discount level field of Inventory items to match those set by the supplier and/or AMS. This is a global setting, so you must be following, or be willing to follow, all of the discount structures provided by the supplier and/or AMS prior to setting this. Please call into AMS if you plan on changing this field, and have us review your current setup with you.

CATEGORY FILE

  • Category maintenance can be accessed via menu path  Inventory > 1. Data Maintenance > 1. Master Files > 1. Category Master
  • In order to add an item to inventory within COUNTERPOINT an item must be classified aswithin inventorya itemscategory. thatSo, haveif beenthis setis toa reorder,new vs. inventory itemsline that you doare notbringing reorder.it, Wethis should be your first stop.
  • To ensure pricing will discussmove howacross thiswhen classificationmigrating items from pricebook to inventory status, the pricebook vendor (field 26) must be populated. This will also ensure that you get constant pricing updates in future.
  • Additionally, you must ensure that the correct catalogue vendor code is setassigned furtherto the category in theorder document where we coverfor the manyitem fieldsto containedshow inonline on either the Inventoryautoecat itemor database.nexpart catalogues. Please Note Fields 26 & 28 for the vendor codes

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