User manual ACCPAC INVENTORY CONTROL-GETTING STARTED

[. . . ] , QYHQWRU\&RQWURO$ *HWWLQJ6WDUWHG © Copyright 2002 ACCPAC International, Inc. Publisher No part of this documentation may be copied, photocopied, reproduced, translated, microfilmed, or otherwise duplicated on any medium without written consent of ACCPAC International, Inc. Use of the software programs described herein and this documentation is subject to the ACCPAC International License Agreement enclosed in the software package. ACCPAC, the ACCPAC logo, and Simply Accounting are either registered trademarks or trademarks of ACCPAC International, Inc. [. . . ] Select this option if you want to do either of the following: I Add or edit sales statistics for previous periods of the current year or for previous years. (You might want to do this if you set up your Inventory Control system partway through a fiscal year. ) 3­14 ACCPAC Inventory Control Setting Up an Inventory Control System I Add or edit transaction statistics from posted transactions. (You must also select the Keep Item Statistics option on this form tab. ) You use the Sales Statistics form to add and edit sales statistics, and the Transaction Statistics form to edit transaction statistics. Use this option when setting up partway through an accounting year You may want to turn on the option while you are setting up your Inventory Control system, particularly if you are creating the system partway through an accounting year. You can then enter more complete inventory records by adding the statistics from your previous system. Once your system is operating, you should turn off the option because the program automatically updates the statistics when you post transactions. The Allow Edit Of Statistics option appears only when the Keep Item Statistics option is turned on. You can turn on or turn off the Allow Edit Of Statistics option at any time (provided that the Keep Item Statistics option is turned on). Use this option to indicate how you want to accumulate statistics from posted transactions: by calendar year or fiscal year. If you accumulate by calendar year, the starting date for statistics will be January 1. If you accumulate by fiscal year, the starting date will be the first day of your fiscal year. The Accumulate By option appears only when the Keep Item Statistics option is turned on. Use this option to indicate the type of period -- Weekly, Seven Days, Bi-weekly, Four Weeks, Monthly, Bimonthly, Quarterly, Semi-annually, Annually, or Fiscal Period (if you select Fiscal Year for the Accumulate By option) -- by which you want accumulated statistics to be totaled and reported. The Period Type option appears only when the Keep Item Statistics option is turned on. Alternate Amount 1 Name, Alternate Amount 2 Name. You can type names in these fields as you want them to Setting Up Inventory Control Getting Started 3­15 Setting Up an Inventory Control System appear in the Location Details form. (If you leave these fields blank, they will not appear in the Location Details form. ) ACCPAC Order Entry If you type names in these fields, you can store costs for items in Inventory Control that ACCPAC Order Entry can then use as the basis for tax calculations. (Order Entry uses the tax base you specify in Tax Services. ) You can also print Inventory Control reports showing amounts in these fields. You can change the Alternate Amount 1 Name and Alternate Amount 2 Name at any time. Type the name of the unit you plan to use when you enter the weight of an inventory item (you enter the weight of one stocking unit for each inventory item you add to Inventory Control). Click the Items tab to display the following data fields: Items tab in the I/C Options form 6. Complete the Items tab, as described below: Default Item Structure. During setup, you cannot select a default item structure to format your item numbers because you have not added your item structures yet. After you add your item structure(s), you can return to this tab and use the Finder to select or change the default item structure. [. . . ] See also Discount prices D Data integrity check timing, 3­7 Day End Processing creating G/L transactions during effects on G/L Transactions report, 2­16 overview, 2­16 selecting the option, 3­18 Decimals selecting on price lists, 3­32 Default item structure specifying, 3­25 Default Item Structure option selecting, 3­16 Default rate type specifying, 3­12 Descriptions for G/L transactions selecting, 3­20 Descriptions, item assigning on price lists, 3­52 Discount prices selecting the rounding method, 3­33 specifying on price lists, 3­32 Index­4 ACCPAC Inventory Control Index Divider characters. See Separator characters E Edit Company Profile function. See Options entering company contact, 3­29, 3­66 Editing statistics. See Allow Edit Of Statistics option Entering setup information overview, 2­29 Exporting setup records, 2­60 F FIFO costing method, 2­34 File formats, for importing Inventory Control data, 2­61 Finders using, 3­5 First-in, first-out costing, 2­34 Fixed costs assigning to bills of material overview, 2­58 Flowchart overview of Inventory Control setup, 3­ 3 Fractional quantities overview, 2­6 selecting, 3­13 Functional currency, 3­12 G G/L Description Field option selecting, 3­20 G/L integration options overview, 3­18 changing, 2­19 overview, 2­15 G/L Integration options Append G/L Transactions To Existing Batch option overview, 2­17 selecting, 3­19 Consolidate G/L Batches option overview, 2­17 selecting, 3­19 G/L Integration optionsCreate G/L Transactions option overview, 2­16 selecting, 3­18 G/L Reference Field option selecting, 3­20 G/L transactions appending to existing batch, 2­17, 3­19 batch types, 2­17 consolidation options overview, 2­17 selecting, 3­19 creating overview, 2­16 selecting options, 3­18 description selecting, 3­20 references selecting, 3­20 G/L Transactions report effects of Create G/L Transactions option, 2­16 General Ledger integrating with Inventory Control, 1­6 General ledger accounts Adjustment Write-Off, 2­30 Assembly Cost Credit, 2­30 Inventory Control overview, 2­30 Non-stock Clearing, 2­31 overriding G/L account segments overview, 2­42 selecting, 3­30 Payables Clearing, 2­30 used in account sets, 2­30 General ledger batch types, 2­17 General Ledger integration options overview, 2­15, 3­18 Introducing Simply Index Getting Started Index­5 Getting Started manual chapters, 1­7 H Handles fractional quantities option selecting, 3­13 Help using, 3­6 History Keep Item Statistics option selecting, 3­14 Keep Transaction History option overview, 2­8 selecting, 3­13 I ICGLTRAN. CSV G/L transactions file, 2­17 Importing file formats, 2­61 setup records, 2­60 Integrating Inventory Control with other ACCPAC for Windows applications, 1­6 Internet using Accounts Payable through a browser, 1­1 using Accounts Payable with a browser, 3­2 Inventory Control manuals, 1­7, 1­8 with other ACCPAC for Windows applications, 1­6 Inventory Control general ledger account overview, 2­30 Inventory Control options company options overview, 2­3 selecting, 3­11 G/L integration options overview, 2­15 G/L Integration options selecting, 3­18 item number options, 2­14 optional fields for item records overview, 2­14 selecting, 3­17 overview, 2­3 Processing options overview, 2­4 selecting, 3­12 selecting optional fields, 3­17 Inventory Control Options changing your selections, 3­21 modifying, 3­21 Inventory Control setup. [. . . ]