Enter a code (maximum eight characters) identifying a specific domain. Codes are restricted to upper and lowercase letters and numbers. A primary domain code must be unique within a database and across connected databases. EAM domains must match QAD ERP domains.

Enter a brief name (maximum 14 characters) to associate with this domain. This name must be unique within a database and across connected databases.

Enter the default language for this domain. The EAM domain language must match the QAD ERP domain language.

The default bill-to address that is used on all POs for this specific domain.

The address type stored in Addresses in the ERP system to designate ship-to addresses.

Refers to the Type field in QAD Enterprise Edition (EE) master comments. In EE, master comments can be used in various places. To help organize these comments, a user-defined Type field is used to group them. The ERP Interface|Download routine only displays the EE master comments based on the Clause Type entered in this field.

Enter the daybook code associated with this domain. The daybook code must be defined in QAD EE Financials. For more information regarding daybooks, see the QAD Financials User Guide.

Enter a default item type code associated with a part transaction. When EE tells EAM that the item type concept is required, EAM finds the parts record associated with the GL Transaction and provides the parts.type_code value. If parts.type_code is blank or no parts record can be found, EAM uses the default found here.

Enter a default supplier type code associated with a purchasing transaction. When the supplier type concept is required, EAM uses the mglt_det.po_no to find the po_header. It then finds the vendor for that po_header and supplies vendor.type_code. If the record cannot be found or the value is blank, EAM uses the default found here.

Enter a default product line code associated with a part purchasing transaction. When the product line concept is required, EAM uses mglt_det to find the relevant parts and po_line and pulls the product_line_no from those records. If the record cannot be found or the value is blank, EAM uses the default found here.

When an issue transaction is tied to a project, select on which side in the GL you want the project ID included: Debit side, Credit side, Both, or Neither.

When a labor transaction is tied to a project, select on which side in the GL that you want the project ID included: Debit side, Credit side, Both, or Neither.

When a receipt transaction is tied to a project, select on which side in the GL that you want the project ID included: Debit side, Credit side, Both, or Neither.

If this option is selected, the system posts all stock parts with their Add to BOM? option selected (on the Codes tab of the Inventory screen) to the equipment bill of material (BOM) structure when issued from stores.

This option controls whether non-stock parts are added to the BOM for any piece of equipment referenced on a requisition. The NStock BOM? option is disabled and cleared when the Post Equip List? option is cleared.

If this option is selected, users with the required role setting can reopen a work order. You can issue parts, distribute labor, and receive and charge POs against the work order. If a work order is closed or canceled and this option is selected, change the status of the work order to Open before you make changes. If the option is cleared, you cannot reopen the work order.

If this option is selected, a user with the required role setting must authorize the work order before any associated parts, labor, or receipts against a PO can be initiated.

If this option is selected, a user with the required role setting must authorize a service request. The service request must be authorized before it can become a work order.

Select this option to automatically schedule PMs meeting calendar criteria, such as specifying holiday closures.

The selected days of the week are used in scheduling preventive maintenance work orders. For example, if Saturday is selected, and a PM comes due on a Saturday, the system generates the PM work order for that Saturday. If Saturday is cleared, the system does not generate the PM work order. It sets the schedule start date to the next available work day. The system finds the next available day to schedule that work order.

When a PM is due, the system compares the original scheduled date for the PM to the Sunday-through-Saturday settings (for PM/Labor Scheduling) to determine the actual date.

For example, if the PM is due on a Saturday and Saturday is cleared, the system validates the PM work schedules. If it is selected, the PM scheduled start date is the next available workday. If the PMs on Work Days option is cleared, the system schedules it for Saturday even though the Saturday is cleared. It schedules the work order for a day that is not scheduled for PM work.

Indicate whether users with the required role setting can reopen closed projects.

Set the inventory cost method for all sites associated with a domain. EAM supports the following inventory evaluation methods: FIFO (first in, first out), LIFO (last in, first out), and Weighted Avg (weighted average). Select one of these options to control how EAM determines the value of the inventory for all items.

EAM uses this option when calculating the number of parts required to replenish inventory based on the reorder point and the management maximum quantities. The purpose of Consider Reserves is to add (selected) or ignore parts that are reserved for specific jobs from the stock replenishment run.

The system uses this option if there are currently more parts reserved than available in inventory. When calculating the reorder quantity on the stock replenishment run, EAM adds the number of parts reserved and short.

Use this option to add (selected) or ignore the requisitions on-order for parts that are reserved for specific jobs from the stock replenishment calculation.

Specify the relative percentage of inventory value for A-, B-, or C-type parts.

Specify the number of days used to calculate the next physical inventory due date.

If this option is selected, EAM automatically reserves all parts on a stores requisition (work order parts list). When a stores requisition is created, EAM automatically reserves all parts on the list. If this option is cleared, you can still selectively reserve parts on specific critical stores requisitions.

This option determines whether the system uses transit accounts when relocating parts between sites. If Transit? is cleared, when a part transfer is done from one site, inventory is automatically relieved from the original site, and it appears in the destination site. If Transit? is selected, when the part is issued from the original site, it goes into a transit account (similar to an intercompany charge account). The part remains in the From Site’s transit charge account until the inventory clerk receives the part into the destination site. At receipt, the corresponding debit and credit are made against the Transit account and the part moves into the destination site. After the part is in the To Site’s inventory, you can issue it.

This option determines whether sites currently in different accounting periods can process intercompany transactions. If selected, you can process intercompany transactions between sites in different accounting periods. If cleared, you can process intercompany transactions only between sites in the same accounting period.

Use this option to determine whether users with the required role access can select the reopen action on closed stores requisitions. Select this option if you return an item to the store room that was issued but not used for a stores requisitions.

To ensure that part descriptions are protected and consistent across all sites, EAM allows you to prevent the part descriptions from being edited when the Copy Parts Across Sites action is performed. Select this check box to prevent the part description from being edited when a part is copied to another site. If this check box is not selected, when a part is copied to another site, a user can open the part record in that site and edit the part description.

Select this box to link buyers with the commodities they buy, by site. When this check box is selected, Commodity becomes a required field on the Inventory|Inventory|General tab, and the Requisitions Line Detail tab.

With this option selected, buyers can modify any approved PO in their assigned sites. With the Any Buyer? option cleared, only the buyer who approved a PO can modify or edit the purchase order.

If this option is selected, users with the required security setting can reopen POs or requisitions once they have been closed. Reopen the closed PO before you make adjustments, such as a return to vendor or additional receipts.

Select a base currency from the lookup of valid currencies. The currency must be the same currency defined for the domain in QAD EE. All entities in a domain use the same base currency. Transactions in other currencies are converted into the designated base currency before being passed to the QAD ERP application.

Any time a non-stock item (does not have an EAM inventory part record) is specified on a requisition, the system uses the default unit of measure (UOM) from the parts record. Select from the lookup, which is then validated from the unit of measure table.

This option determines whether users can update purchasing receivers.

EAM provides the choice of whether a receiver number is automatically generated. Sometimes Accounts Payable departments prefer to input the packing slip number as the receiver number. If selected, you can manually enter the receiver number when receiving against a purchase order. Clear the option to automatically generate a receiver number.

Select this option to receive orders exceeding the cost shown on the purchase order. When an order exceeds the cost on the purchase order, the system checks the receipt limit. You can receive the item if the cost does not exceed the specified percentage or amount, whichever is greater. Enter the percentage, amount, or both.

Enter an amount to allow an item to be received with more than the original quantity ordered.

Enter a percentage to allow an item to be received with more than the original quantity ordered.

Select EAM or MFGPRO to use the EAM or QAD ERP receiver number sequences.

Enter the prefix for EAM receiver numbers. The prefix allows you to identify receipts from EAM in QAD ERP.

By default, this check box is clear, meaning any currency can be used in purchasing. Select this option to enable the Vendor Currency submenu for vendors. When vendors are downloaded from EE into EAM, the Vendor Currency submenu is populated with supplier bank currencies from QAD EE. Only the specific currencies listed in the Vendor Currency submenu are available to use in EAM Purchasing for the vendor.

Select this box to enable an update to the defined currency exchange rate when you receive a PO. See Receiving Purchase Orders.

Use the buyer limit with the PO or requisition approval process. Once a PO or requisition is approved, you can change the cost from what was originally approved. The buyer limit prevents the buyer from exceeding the approved cost by a percentage above the approved cost and the designated dollar amount. If exceeded, the system reroutes the PO or requisition for approval.

Select this check box if buyer limits should also be applied to the blanket orders based on a domain-level configuration setting. If this check box is selected, the same buyer limits that are used for requisition and purchase orders are used for blankets. By default, this check box is not selected.

If a blanket order is authorized and the expiration amount is changed, the following logic is used:

If the change is outside of the buyer tolerances:

If the change is within the buyer tolerances:

Enter an amount that represents how much a buyer can increase an already-authorized purchase order or requisition without having to reroute the PO or requisition for reapproval.

Enter a percentage that represents how much a buyer can increase an already-authorized purchase order or requisition without having to reroute the PO or requisition for reapproval.

Enter an amount that represents how much a buyer can decrease an already-authorized purchase order or requisition without having to reroute the PO or requisition for reapproval.

Enter a percentage that represents how much a buyer can decrease an already-authorized purchase order or requisition without having to reroute the PO or requisition for reapproval.