Use this screen to designate control parameters.
Before you define settings in this screen, specific personnel within your company should interact collectively in order to determine these configuration settings.
The settings you define in this screen affect the functionality of applications throughout Costpoint.
You must create records in the Parts User Flow, Goods User Flow, and the Services User Flow screens (Materials\Maintain\Items) before defining control parameters in this application. At minimum, you should add data in the ID, Description, and U/M fields in these User Flow screens before defining configuration settings in this application.
Use the fields in this block to establish item defaults for applications throughout the Materials domain.
If it is your company's policy or established business practice to use a CAGE (Commercial and Government Entity) code, you should enter data in this field.
Enter your Company's (CAGE) Commercial and Government Entity (CAGE) code, if applicable.
The CAGE ID is a five-character alphanumeric code. This code displays in the Parts User Flow screen (Materials\Maintain\Items) and the Manufacturers screen (Materials\Maintain\Manufacturers).
This CAGE ID will be used as a default for all "make" or manufactured parts in the Parts User Flow screen (Materials\Maintain\Items).
Use the drop-down box to make a selection. Your selection is specific to parts parameters only. Your choices are "Min/Mult Lot Size," "Order to Point," "Period," "Reorder Point," and "Discrete Lot Size."
The primary use of the data in the Default Order Policy field is to define and specify Planning parameters for parts demands and ordering requirements.
You must select the policy type that you will use for planning purposes, and for this part.
Min/Mult (Minimum/Maximum) Lot Size - Use this option if you require that a lot size be specified for meeting net requirements.
If you select this option and your maximum quantity is set to "20" for a specific part, for example, and you discover that "40" of these items are needed, the buyer will have to override this value in order to continue with requisition processing.
The minimum/maximum lot size is established in the Parts User Flow screen (Materials\Maintain\Items).
Order to Point - Use this option if you require that the inventory reorder process automatically place a purchase requisition for this part when the inventory quantity is less than or equal to the reorder point.
Period - Use this option if you require that the lot size equal net requirements for the specified number of shop calendar days.
Reorder Point - Use this option if you require that the inventory reorder process automatically place a purchase requisition for this part when the quantity on hand is reduced to or below a specified level (reorder point level).
Discrete Lot Size - Use this option to require that the planned order quantity always equal the quantity of the net requirements. This option is the least restrictive and gives the buyer or user the ability to modify the order quantity. If the requisitioner requests "1" item, then "1" item is ordered; therefore, the order quantity is not dictated by a pre-determined number.
Use this group box to enter default information for the quality control inspection, source inspection requirements, and the Certificate of Conformance.
These checkboxes serve only as a default for fields in the Parts User Flow screen (Materials\Maintain\Items). You can override them (individually, if needed) at the item level in the Parts User Flow screen (Materials\Maintain\Items). You can also override these defaults at the purchase order line detail level, based on the data in the QC (Quality Control) Insp Reqd field of the Enter Requisitions screen (Accounting\Transactions\Enter Cash Receipts).
Select this checkbox to require QC (Quality Control) inspections for parts.
This value will default to the Quality group box in the Characteristics tab of the Parts User Flow screen (Materials\Maintain\Items) and can be changed if necessary.
"QC Inspection" indicates that you require the acceptance and/or rejection of parts to be a separate function from the receiving process.
If you do not select this checkbox, a separate QC function is not required, and you can perform acceptance and/or rejection in the Enter Cash Receipts screen (Accounting\Transactions\Cash Receipts).
Select this checkbox to require a source inspection for parts.
This value will default to the Quality group box in the Characteristics tab of the Parts User Flow screen (Materials\Maintain\Items) and can be changed if necessary.
A government/customer source inspection normally requires the vendor to obtain approval from a government/customer inspector before the material can be shipped.
If you do not select this checkbox, a source inspection is not required. However, if you do not select this option and an existing business contract dictates otherwise, a source inspection is required.
Therefore, despite your checkbox selection, a source inspection might be required based on contractual obligations.
Select this checkbox to require a Certificate of Conformance for parts.
This value will default to the Quality group box in the Characteristics tab of the Parts User Flow screen (Materials\Maintain\Items) and can be changed if necessary.
A Certificate of Conformance is a legal document that certifies that the materials conform to certain specifications and requirements.
If you do not select this checkbox, a Certificate of Conformance is not required.
Despite your checkbox selection, a Certificate of Conformance might be required based on contractual obligations.
Use the fields in this group box to determine the default taxable status for all parts, goods, services, and miscellaneous items in the system.
These defaults will be used in the purchase order if the "Use Item Type Default" option is selected from the drop-down box in the Tax Status field in the Other Defaults tab of the Enter Purchase Orders screen (Materials\Transactions\Enter Purchase Orders).
Select this checkbox to make all parts taxable when they are added to the purchase order line.
You can override this value in the purchase order and purchase order line, if necessary.
If you do not select this checkbox, the status of this part will default to "non-taxable" on the purchase order line.
Select this checkbox to make all goods taxable when they are added to the purchase order line.
You can override this value in the purchase order and purchase order line, if necessary.
If you do not select this checkbox, the status of the good will default to "non-taxable" on the purchase order line.
Select this checkbox to make all services taxable when they are added to the purchase order line.
You can override this value in the purchase order and purchase order line, if necessary.
If you do not select this checkbox, the services will default to "non-taxable" on the purchase order line.
Select this checkbox to make all new purchase order line charge types taxable.
You can override this value in the PO Line Charge Types screen, if necessary.
If you do not select this checkbox, the purchase order line charge types will default to "non-taxable."
This block displays the Allow Modifications to Descriptions on PO/Requisition Lines, Alternate Part Number Validations, and Approved Vendor Validations group boxes.
Use the fields in this group box to indicate whether or not an item description can be modified on the purchase order. The description of the part, good, or service automatically defaults onto the purchase order, but can be changed based on the checkboxes you select.
Select this checkbox to allow buyers to change the parts description on purchase order lines during purchase order entry.
It is generally a good practice to select this checkbox in order to allow buyers to modify parts descriptions.
A change to a description in the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders) will not update the parts description in the Parts User Flow screen (Materials\Maintain\Items).
If you do not select this checkbox, you cannot change the parts description on the purchase order line.
Select this checkbox to allow buyers to change goods or services descriptions on purchase order lines during purchase order entry.
You should select this checkbox to allow buyers to update descriptions.
A change to a description in the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders) will not update the goods or services description in the Goods User Flow or Services User Flow screens (Materials\Maintain\Items).
If you do not select this checkbox, you cannot change the goods or services description on the purchase order line.
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Note: It is imperative that you define records in the Parts User Flow, Goods User Flow, and Services User Flow screens before establishing configuration settings in the Product Definition Settings application. |
Use the fields in this group box to indicate whether or not a warning is desired when purchasing undocumented or non-preferred alternate parts.
An undocumented alternate part is one that does not already exists in the Alternate Parts file. A non-preferred alternate part is one that does exist but is not marked as a preferred alternate part.
Select this checkbox to provide a warning message to the buyer when an alternate part (that does not contain the preferred status) is entered on the purchase order or requisition.
If you do not select this checkbox, no warning will be displayed.
Warn Buyer if Not on Alternate List
Select this checkbox to provide a warning message to the buyer when an alternate part (that does not exist as an alternate part) is entered in the purchase order.
If you do not select this checkbox, no warning will be displayed.
Use the fields in this group box to indicate whether or not preferred or approved vendors will be required in the purchase order.
Assigned Vendor is Not Approved
Select this checkbox to prevent the purchase of a specific part when the vendor selected is not approved for this part.
If you do not select this checkbox, you can select a vendor even though the vendor is not approved.
Vendor is Not Assigned to Part
Select this checkbox to prevent the purchase of a specific part when the vendor selected is assigned to this part.
If you do not select this checkbox, you can select a vendor even though the vendor is not assigned.
Select this checkbox if you are using receipt tolerances for purchased items.
A receipt tolerance represents the percentage by which purchase order receipts are allowed to exceed the target order quantity.
If you entered a receipt tolerance for the item, it will be loaded as a default to the purchase order line for overshipment determination.
If you do not select this checkbox, you cannot enter a receipt tolerance percentage for individual items or in the purchase order.
Use the fields in this block to establish corporate settings. This group box will be disabled if your user ID does not have maintenance rights for the company ID.
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Warning: If you modify the data in the Allow Multiple Revisions for Each Item field, the data integrity of existing records will be jeopardized. |
Allow Multiple Revisions for Each Item
Select this checkbox to allow multiple parts revisions.
The system supports a 30-character alphanumeric part identifier, plus a separate field for a three-character alphanumeric revision identifier.
If you select this checkbox, you can store multiple revisions of the same item in the database at the same time.
The system will treat each revision as a separate item.
If you do not select this checkbox, only the last revision of an item will be stored.
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Warning: Once you have entered items (i.e., goods, parts, and services) and item revisions, the settings in the Corporate Settings block of the Product Definition Settings screen are locked and disabled. Do not attempt to change these settings (i.e., via SQL) when items exist in the database, as this may result in data integrity issues. Please contact Deltek Materials Management Technical Support before proceeding. Also, if you deselect the Separate Items by Company checkbox and the Process MRP by Company checkbox is selected in the MRP Corporate Settings subtask of the MRP Settings screen, you must execute MRP processes in Full-Regeneration mode only. |
Select this checkbox to force each company to maintain its own item master records.
* A red asterisk denotes a required field.
Changes to this screen update the ITEM_SETTINGS (Item Settings) table.
