Internal General
The Internal General screen contains additional and complimentary tabs to the General screen that allows users to set up the Warehouse including: Types, Adjustment Types, Technicians, and Miscellaneous.
1. From the Warehouse menu, click Internal General.
2. Click the Types tab.
3. Use the top row to enter a new pool type.
4. Enter the pool Type name in the provided text box.
5. Select the applicable elements from the pull-downs to link an Internal Accounting Strip to the pool type, such as Fund, Function, Object, etc.
6. Select the applicable Invoice Debit Account and the applicable Invoice Credit Account from the corresponding pull-down.
7. Press the Enter key to save the warehouse pool type.
8. Use the top row to add as many types as needed.
9. Click the applicable filed to edit the pool Type name, Internal Accounting Strip elements, the Invoice Debit Account and/or the Invoice Credit Account. Changes made save automatically.
10. Click the delete button (red minus sign) to remove a pool type.
The Adjustment Types tab allows users to define reasons for any adjustments made to the warehouse inventory. Options defined here will be available to users when they create/submit an Inventory Adjustment.
1. From the Warehouse menu, click Internal General.
2. Click the Adjustment Types tab.
3. Use the top row to enter a new adjustment type.
4. Enter the Name of the adjustment type in the provided text box.
5. Select the Bypass Completion Journals check box to bypass expenditure journals.
Focus looks for a warehouse adjustment type named “Petrovend” to attach to the adjustment, which can then be set to bypass the expenditure report by selecting the “Bypass Completion Journals” check box.
6. Press the Enter key to save the adjustment type.
7. Click the applicable field to edit the adjustment type. Changes made save automatically.
8. Click the delete button (red minus sign) to remove an adjustment type.
The Technicians tab allows users to add in names of Technicians to assign to orders.
1. From the Warehouse menu, click Internal General.
2. Click the Technicians tab.
3. Use the top row to enter a new technician.
4. Enter the technician's Name in the provided text box.
5. Press the Enter key to save the technician.
6. Use the top row to add as many technicians as needed.
7. Click the Name field to edit the name of the technician. Changes made save automatically.
8. Click the delete button (red minus sign) to remove a technician.
The Miscellaneous tab allows users to upload a logo, which prints on the warehouse pick list, as well as enable catalog alerts.
1. From the Warehouse menu, click Internal General.
2. Click the Miscellaneous tab.
3. Select the Enable Catalog Alerts check box to receive portal alerts when the warehouse Catalog needs attention.
5. Select the Allow PO Returns from Previous Fiscal Years check box to allow Warehouse returns in the current fiscal year even when items are purchased from a previous Fiscal Year.
6. As indicated in the Files section, drag files directly into the box to attach the image or click the Select button to browse for the image. Click the Scan File button, which prompts you to download Dynamsoft. This is a one-time download that allows you to attach files directly from your scanner. In doing so, you will bypass saving the file to your computer first.
a. Click the image attached to view the image.
b. Click the delete button (red minus sign) to remove the image.
Only one logo (image) can be uploaded at a time.