Control Setting

Before you begin processing customer schedules, you need to set up certain default information for the system to use during processing. You use the control program to set up default information for:

Also, it is in the control programs that you indicate if inventory movement codes are required and if maintenance of SO trailer amounts are allowed.

Note: In QAD Enterprise Edition, financial control settings are updated separately from operational settings. This supports detailed segregation of duties assigned with role-based security. So for customer schedules, you update operational setting in Customer Schedules Control and financial settings in Cust Sched/Shipper Acct Control.

Use Customer Schedules Control (7.3.24) to set up default customer schedule information.

Container IDs are assigned to individual containers when preparing a shipment. Each ID is unique, giving each pallet, box, or returnable package a specific identifier. This information is often required by customer’s on the ASN.

Number Range Management (NRM) sequence codes the system uses to generate sequence numbers for all pre-shippers (or shippers) that do not use inventory movement codes or have no available shipping group.

NRM sequence code the system uses to generate sequence numbers for all master bills of lading with no available shipping group. Before you specify the sequence numbers for pre-shippers, shippers, and bills of lading, you must define them using the NRM feature

Document format code applicable to pre-shippers/shippers. Default for all pre-shippers/shippers that do not use inventory movement codes

Valid document format code applicable to master bills of lading. Default for all master bills of lading that do not use inventory movement codes or having an available shipping group

You use these fields to enter the name of the template files to be used for shipping labels

Determines if prior cumulative required quantities are considered by Required Ship Schedule Update (7.5.5) or Selective Required Ship Schedule Update (7.5.6).

• If Yes, the beginning of the planning schedule is replaced by the shipping schedule and the remaining planning schedule quantities are adjusted by prior cumulative quantities

• If No, the beginning of the planning schedule is replaced by the shipping schedule and no prior cumulative quantities are considered

Note: This field only affects customer scheduled orders with netting logic set to 3.

Use Cust Sched/Shipper Acct Control (36.9.7) to define accounting-related settings.

Determines if the invoice created at the time the shipper is confirmed is automatically posted and whether or not to update the Ship Via and FOB Point on the original scheduled order to match the shipper’s.

• If Yes, invoice is automatically posted. The Ship Via and FOB Point remain unchanged

• If No, invoice is not posted. The Ship Via and FOB Point can change when confirming the shipper

Note: Becomes the default setting in Pre-Shipper/Shipper Confirm (7.9.5). Also defaults in Customer Scheduled Order Maintenance (7.3.13).

Determines if a single invoice is generated for a specified range of orders, or if one invoice is generated for each order.

• If Yes, all referenced orders are consolidated into a single invoice

Note: Becomes the default setting in Pre-Shipper/Shipper Confirm (7.9.5) and can be changed as needed.

Determines if invoice is printed at the time the shipper is confirmed.

• If Yes, invoice is printed at confirmation. Set to Yes if you need a paper record of the invoice

Note: Becomes the default setting in Pre-Shipper/Shipper Confirm (7.9.5).

Determines if inventory movement codes are required for newly created pre-shippers/shippers.

• If No, inventory movement codes are not required. No is the Default. Set to No if you are not using advanced shipping features

Determines if the Pre-Shipper/Shipper Confirm generates a separate transaction history record for each item or container detail record on a shipper or summarizes transaction history by item or container.

• If Yes, system generates a transaction history record for each unique combination of the following shipper detail data:

• If No, system generates a separate transaction history record for each detail record on the shipper

Determines if you can maintain sales order trailer amounts during shipper maintenance and confirmation.

Note: Applies only when the shipper document format is used as an invoice.

Determine if the system prompts you for shipment information during material receipt entry.

• If Yes, when entering receipts, you can specify shipment number, ship date, and inventory movement codes

Any changes you make to Container/Shipper Control (7.9.24) are automatically made to Customer Schedules Control (7.3.24). These two screens are the same program called from two different menu locations.

Use Cust Sched/Shipper Acct Control (36.9.7) to define operational accounting settings so that: