The following are the basic tasks that should be completed when you are starting up the Warehouse Management system. The items in the first section should all be completed before you attempt to perform any warehouse specific startup tasks.
Items that should be completed Prior to Product Management Startup
Verify that the General Ledger System has been installed and configured. The Product Lines assigned to each Catalog record define how each item will be posted to the General Ledger, and each Product Line must be pointed to the appropriate sales, cost of sales, inventory and rebate receivable autopost accounts in the General Ledger.
Verify that all System Tables (Product Lines, Groups, Gencode Tables) used by the Product Management system have been loaded with the appropriate information. The Catalog and Inventory records contain multiple fields which must point to valid data in these files and tables.
Verify that the Vendor and Manufacturer Files are loaded. Catalog and Inventory records must be loaded with valid Manufacturer and Vendor information.
Product Management Specific Startup Tasks
Verify that the Field Labels for the fields displayed in the Product Management programs have been adjusted as required. If you are using custom field labels for any fields in your Catalog records, these labels should be setup using the Field Display Name Setup program.
Verify that the Field Security settings for the fields displayed and or maintained in the Product Management programs are correct. The field security settings can be used control access to each field in the Catalog record, and they can be setup or maintained using the Field Security Setup program.
Set up the New Record Default information that will be used by the system for new Catalog items. The Field Defaults Setup program can be used to view or edit the default information that is loaded into new Catalog items when they are created.
Set the Counters (System parameters that are used to assign unique transaction numbers) that are used by the Product Management System. The Product Management Counters are identified with the PM or PMS in the Module field of the parameter records.
Accept or Change the information in the other System Parameters or Policy records that are used by the Product Management System. The Policies used by the Product Management system are identified with PM or PMS in the Module field of the parameter records.
Setup the Gencode Tables that are used by the Product Management programs.
Set up the Textdata records that are used by the Product Management System. The PM system makes use of type ACR and SCR (System Control records) in the Textdata file. These control records are used to determine which fields are normalized or synchronized between the Catalog and Inventory records, and which locations inventory items are created in automatically when a new Catalog record is saved for the first time.
Create Catalog records for all inventory items that will be loaded into the system.and verify that the Catalog records are valid (that all required fields in the records are loaded with valid data and that any table driven fields (Prodline, Group, Vendor) point to data that is present in the Parent files or the tables used to control the field