Use this subtask to assign the appropriate transaction IDs to this established warehouse.
This field displays the warehouse ID and description.
This group box contains all the transaction types in the system. It allows those transactions to be automatically numbered, starting with the last transaction ID provided.
This group box contains two table windows. The one on the left displays all of the transaction types in the system. The one on the right displays the transaction types that have been selected for this warehouse.
To select transactions to be used by this warehouse, highlight the appropriate rows in the table window on the left and choose the Select pushbutton. This will populate the table window on the right. If you want to remove transactions from this warehouse, highlight the appropriate rows in the table window on the right and choose the Deselect pushbutton.
When you enter a letter in this field, the system will take you to the row that starts with that letter in the Description column in the table window on the left.
Select the system-defined transaction description to be assigned to the warehouse.
Use the Select pushbutton to populate the table window on the right with the highlighted transaction descriptions from the table window on the left. Use the Deselect pushbutton to remove highlighted transactions from the table window on the right.
This field displays the transaction description.
Enter "Y" (Yes) to have the transaction ID automatically assigned when the transaction type is saved. Enter "N" (No) to manually assign the transaction ID when the transaction type is entered. This is a required field.
If you entered "Y" (Yes) in the Auto-Assign field, you must enter the last transaction ID issued (containing up to 10 alphanumeric characters) in this field before Costpoint can generate new transaction IDs. The value in this field cannot begin with a space. The system will increase the number of the last transaction ID by one. If you are not currently using transaction IDs, the starting number can be zero. You can manually change a number in each transaction. The number entered does not update this field.
To have transactions generate in correct numeric order, you must select a ceiling number, not to exceed 10 digits. For example, if the highest number desired is 9999999999, enter zero as 0000000000; or if the highest number desired is IS-9999, and the last transaction ID used was IS-124, the number should be entered as IS-0124.
The system-assigned transaction IDs are always incremented from the right, and only if the rightmost character is numeric (not alphabetic). For example, IS794123 becomes IS794124; 99-01234 becomes 99-01235; and IS9999999A is not incremented.