Facilities

Displays the name of the Facility, which must be unique.

First line of the Facility address.

Optional second line of the Facility address.

City, State, Zipcode, and Country of the Facility.

Primary phone number for the Facility.

• When using the FedEx option in Deacom, this field together with the Street, City, State, Zipcode, and Country Code are required.

Search field used to select a Country Code phone mask for the Facility, if required. 

Displays the GLN for the Facility, if required.

• 13 digit part of the GS1 systems of standards
• Is a simple tool used to identify a location and can identify locations uniquely where required.

Search field used to select a Currency other than the default that will be used to book transactions that occur for this Facility.

• Useful for scenarios in which Facilities may be located in different countries and therefore their home Currencies would differ and the Facility transactions should be booked in a foreign currency, including values for inventory, labor, burden, etc.
• In association with this option the following fields/features have been added in the system:
  • A read only "Currency" field on the Edit Facility Item > Costs tab for reference.
  • Currency conversion has been added to BOM roll-ups and all inventory transactions that use standard cost or transfer between Facilities.
  • Display warnings to alert users when posting to an account with a Currency different than the transaction Currency.
  • A "Currency" filter has been added to multiple reports in Inventory Reporting and Job Reporting and the reports have been enhanced to calculate in the specified Currency.

Displays the Facility facsimile machine number, if known.

Character text field. Displays the name of the individual to contact in case of an emergency.

Pick list used to select the conditions in which items purchased, produced, or sold in this Facility are allowed to go negative. This selection overrides the default selection on the Item Master General 1 tab. Options are:

• Always - Inventory is always allowed to go negative in this Facility, regardless of the setting on a Part's Item Master. If "Always" is selected, the inventory availability color on the Master Production Calendar will display as green, even when there is not enough inventory on hand.
• Follow Part - The "Negative Inventory" selection on the Item Master General 1 tab dictates how negative inventory is handled in this Facility.
• Never - Inventory is never allowed to go negative in this Facility, regardless of the setting on a Part's Item Master.
• Once - Items in this Facility are allowed to go negative once, but cannot go further negative until the situation is resolved and inventory changes to positive.

Search field used to select a Print Substitution Group for forms printed when this Facility is used. 

If checked, this record is active. Only active records may be used in the system.

If checked, the selected Facility will be defaulted whenever a transaction or record contains a "Facility" field.

If checked, inventory transactions other than physical inventory postings (such as issues, reserves, and moves) will be prevented from occurring for this Facility.

• This flag should be checked when performing physical inventories to ensure that no transactions occur between the time the inventory snapshot is taken and the time when the physical inventory worksheet is posted.
• If checked and a user attempts to perform an inventory transaction for this Facility, a system prompt will be displayed to prevent the transaction from occurring.
• This flag also exists on Item Master, Item Master Facility, Location Type, and Location records.
• Note: If the "Automatically Prevent Included Item Transactions" field on the Physical Inventory Forms form is checked, this prevents users from performing inventory transactions on all items, or facility-specific items, if a Facility is indicated on the form when performing a physical inventory or cycle count. The field allows companies to more quickly prevent inventory transactions then using the alternative option of checking the "Prevent Inventory Transaction" flag on the item master record, either individually, or via the Price Updates Excel feature.

Pick list used to select how inventory lots will be costed when received via Inter-Company Transfers into this Facility or when invoicing from this Facility when using Cross-Facility Orders.

For Inter-Company Transfers, the current lot cost of material being transferred is not automatically used to determine the cost of material that is received into the receiving Facility. For example, assume an item has a list price of $5.00 specified on the Item Master Costs 2 tab, but that there is inventory of this item in "Plant A" with a lot cost of $7.00. If the Facility tab of "Plant B" has a Markup Type of "List Plus $" and nothing is specified in the "Markup Factor" field, the lot of the transferred item will be costed at $5.00 and not $7.00 when lots of this item are transferred and received into "Plant B" via the use of an Inter-Company Transfer. Also, when receiving an Inter-Company Transfer using any Markup Type other than "Ship and Hold", the Invoice Date on the order will populate with the Receipt Date.

For Cross-Facility Orders, the Markup Type needs to be set on the invoicing Facility, and lots are costed when the Cross-Facility Order is shipped.

Options are:

• Cost Plus % - The lot cost plus the value specified in the "Markup Factor" field below.
• Current Price Minus % - The "Current Total" as listed on the part's Item Master Costs tab less the value specified in the "Markup Factor" field below.
• Current Price Plus $ - The "Current Total" as listed on the part's Item Master Costs tab plus the value specified in the "Markup Factor" field below.
• Dollars Per Unit - The value specified in the "Markup Factor" field below will be used for each part unit transferred.
• List Minus %
  • For Cross Facility Orders - The price as defined on the order less the value specified in the "Markup Factor" field below.
  • For Inter Company Transfers - The price as defined on the Item Master Field "List Sales Price" field less the value specified in the "Markup Factor" field below.
• List Plus $
  • For Cross Facility Orders - The price as defined on the order plus the value specified in the "Markup Factor" field below.
  • For Inter Company Transfers - The price as defined on the Item Master Field "List Sales Price" field plus the value specified in the "Markup Factor" field below.
• Ship and Hold - The lot cost of shipped inventory will be written off to the Cost of Goods sold account associated with the item master(s) Revenue account at the time of shipment.
• Transfer Cost - The "Transfer Cost" as defined in the "Transfer Cost Expression" field on the Sales 2 tab within in System > Options; or if that field is empty, the value in the "Transfer Cost" field on the part's Item Master Costs 2 tab. The "Transfer Cost Expression" on this form will take priority over the other two previously mentioned fields.

Defines the percentage or dollar amount that will be applied when receiving material on Inter-Company Transfers or shipping material via Cross-Facility Orders and using an "IC Xfer Markup Type" other than "Item Master Transfer Cost" or "Ship and Hold".

• A markup factor may be defined on both a Facility and a part's Item Master General 2 tab via the "IC Trans Markup %" field. If factors are set in both fields, both values will be added to the order price.
• A "Markup Factor" of 0% will transfer the material at cost.

Memo field used to set the lot cost for the transfer. Only available when "IC Xfer Markup Type" is set to "Transfer Cost".

• Takes priority over the default Transfer Cost fields found in System Options and Item Master

Pick list used to allow or restrict reserving incremental inventory within this Facility while using WMS. Incremental reserving was added for customers that need the ability to track and report lots as they are issued incrementally in Deacom and not just the total "rolled up" amounts or issued materials/lots. For example, if a Sales Order requires 170 pounds of sugar, and sugar is handled in 50 pound bags, a user would stage three bags and 20 pounds of loose sugar in a container. For some customers, seeing the sugar listed as 170 pounds on the Sales Order is acceptable; other customers may have process controls that demand they track the exact containers and increments and thus would want 4 lines of sugar on the order for 50, 50, 50, and 20 pounds, respectively. Options are:

• Both - Inventory may be both incrementally reserved and staged.
• None - Inventory may not be incrementally reserved or staged.
• Reserve - Inventory may be incrementally reserved, but not staged.
• Staging - Inventory may be incrementally staged, but not reserved.

Pick list used to determine how multiple Lots of the same Part are handled when receiving material on an Inter-Company Transfer. Options are:

• Lot - Forces the user to receive each Lot of a Part individually. Example: If an Inter-Company Transfer is created for 1,000 units of Part A and 10 Lots of 100 are shipped, when receiving, the user must enter that they counted 100 of Lot 1, 100 of Lot 2, 100 of Lot 3, etc.
• Part - Defaults the amount to receive to the full amount of all Lots for the selected Part on the order. Example: If an Inter-Company Transfer is created for 1,000 units of Part A and 10 Lots of 100 are shipped, when receiving, the user may receive all 10 Lots totaling 1,000 units in one transaction.

If checked, Inter-Company Transfers sent to this Facility will be received automatically.

• Supports situations in which material needs to be put away in defined Locations when receiving. The logic checks the following:
  • The "Default Location" selected on the Facility assigned to the part's Item Master.
  • The "Default Location" on the part's Item Master General 1 tab.
  • The Location flagged as default for the Location Type flagged as default for the Facility selected on the order.
• A prompt will be displayed if this flag is checked but there is incorrect setup.

If checked, this Facility may receive material shipped on Inter-Company Transfers.

If checked for the receiving Facility on an Inter-Company Transfer, the system will keep the material in the same Location and Location Type as it originated from the shipping Facility. If the same Location and Location Type do not exist for the receiving Facility, the receiving Facility defaults will kick in.

• Useful in situations where customers need to support the "receipt" of items into a "customer owned" Facility, where materials will not physically move form their storage Location.

If checked, ensures the lot picker for a custom part automatically opens when reserving an ICT in Reserve SO in the Warehouse Management System. If the option is un-checked and an inter-company transfer has one or more stocked parts, the form defaults to the first part in the part list and a lot picker does not automatically open (similar behavior to reserving to a normal sales order). 

If checked, the quantities shipped from this Facility on Inter-Company Transfers, regular Sales Orders, and Cross-Facility Orders are automatically finished on the linked header or line Job.

• Useful in situations where a co-packer makes finished goods for customers. For example, the customer may ship components and raw materials to a co-packer several times per week, via Inter-Company Transfers. Once the co-packer assembles and ships the finished goods (via ICT) back to the original Facility, the system will automatically consume/backflush the components and raw materials on the corresponding Job, assuming the shipping Facility on the second ICT has this flag marked as true and a header or line Job linked.
• Requires the "Allow Inter-Co. Transfer To Facility" flag to be set to true.
• A Facility, Location Type, and Location representing the co-packer must exist.
• When shipping lot required items on ICTs and the Facility has this flag set to true, the system will generate a user lot for the material. Specifically, the system will gather linked Job lines and generate user lots for the lines then set the user lot variable on the order line to the value of the Job line's user lot with the same part id.

Sets the default value for the "Ship on Save" flag on the Reserve SO form in WMS.

• Allows users to ship the order once all inventory has been reserved and all information has been correctly entered.
• Only displayed when the Reserve SO form is accessed from the Ship Sales Order form in WMS.

If checked, the system will not require that a specific lot be selected when shipping Sales Orders from this Facility using the Direct Store Delivery application. Instead, the system will use FIFO rules to select the lots for lot tracked items.

Search field used to select a Bill-to Company, assuming this Facility represents a location where the Point of Sale application is used. When entering an order via POS, if the Bill-to selected is also specified in this field of a Facility, that Facility will automatically populate on the order. 

Search box for all active Credit Card Processors, to select which Processor should be used for this facility when calculating sales tax information. In terms of credit card processor hierarchy, this field overrides the System Default, but not the the Bill-To Company Override. The hierarchy is:

• System Default CC Processor (enabled via the "Default" flag on the Edit Credit Card Processor form.)
• Facility CC processor (this field)
• Bill-To Company CC processor, located in Sales > Customers > Modify Bill-To Company

This field was added to support companies that have different Merchant IDs in different Facilities.

Pick list that determines the default shipping quantity at the facility level, which takes priority over the System options but still below Item level. Options include:

• Follow Sales Options - Default. Will use the option set in Sales Options.
• As Reserved - Sets the "Ship" quantity to the quantity reserved to the Sales Order (which may be less than the quantity ordered) and backorders the remaining quantity.
• Full - System will apply either the full requirements or all of the item available based off of the set Location and Lot filters.
• Zero - Sets the default quantity to 0. Must be selected if shipping with FedEx. This is because users will in essence build the Package(s) while preparing the items for shipment and will need to determine, possibly by weighing, the quantity that will be placed in the Package(s) for shipment, according to the established FedEx parameters.

Example: An order for 2 or 3 boxes of chocolates which will require the users to begin with zero quantity then make and weigh the three packages prior to generating labels and completing the shipping process. Additional information on the FedEx process is available via Shipping with FedEx and UPS.

Note: The General 2 tab on the item master record also contains a Default Shipping Qty field. If the field in the item master is set to "Default," the system will use the Default Shipping Qty option set here in System Options. If the item master has a different setting than "Default," the system will use the specified option only when shipping sales orders containing that item.

If checked, the lot will be received into the facility at the current cost, with no markup added to the inventory value.

• The inventory value plus any markup will be posted to the revenue accounts on the order lines. This value will be posted to the markup account as a debit in order to balance the transactions.

If checked,  will switch the facility and ship to locations when using TaxJar AND the state on the facility/ship to are the same.

Pick list used to determine how lots issued to WIP Jobs, or moved to Shop Areas, will be relieved during production. Options are First Expired and First Issued.

• Useful in situations where the relief of materials during production needs to be in sequence with the actual physical consumption/use of materials. In other words, in situations where companies will use the materials based on the sequence of how they were physically delivered to the Job, whether issued or not.
• When set to "First Expired" and all other lot criteria are tied, the system will check the system lot before the user lot to determine the tie breaker.

Pick list used to allow or restrict issuing incremental inventory within this Facility while using WMS. Incremental issuing was added for customers that need the ability to track and report lots as they are issued incrementally in Deacom and not just the total "rolled up" amounts or issued materials/lots. For example, if a Job requires 170 pounds of sugar, and sugar is handled in 50 pound bags, a user would stage three bags and 20 pounds of loose sugar in a container. For some customers, seeing the sugar listed as 170 pounds on the Job is acceptable; other customers may have process controls that demand they track the exact containers and increments and thus would want 4 lines of sugar on the Job for 50, 50, 50, and 20 pounds, respectively. Options are:

• Both - Inventory may be both incrementally issued and staged.
• Issue - Inventory may be incrementally issued, but not staged.
• None - Inventory may not be incrementally issued or staged.
• Staging - Inventory may be incrementally staged, but not issued.

Pick list used to determine how the system will populate the default issue quantity for this Facility, on issuing forms in the main application and WMS and in the "Quantity" field on the Inventory Final Staging form. Options are:

• Follow System Options (default setting) - the system will use the selection in the "Default Issue Quantity" field in Production > Options for jobs in this Facility.
• Full - the full remaining amount required by the job.
• Zero - issue quantity will default to zero.

Notes: If set to "Full", the system will apply either the full requirements or all of the item available based off the set Location/Lot filters. 

If checked, users will always be prompted with a yes/no prompt to confirm that they are over issuing/staging material on Jobs in this Facility.

• Checked by default.
• This flag applies to both the main application and WMS.
• Un-checking this flag is useful in situations where customers will always over issue, such as when issuing full pallet quantities.

If checked, users will only be able to select Operations specified on the Job's Routing when Logging On/Off Jobs in the WMS application and in the main application via the Production > Payroll Entry transaction.

If checked, users will always be prompted with a yes/no prompt to confirm that they are under issuing/staging material on Jobs in this Facility.

• This flag applies to both the main application and WMS.