Procedures

Initial Setup procedures are designed to establish master file records and to help you transfer information from existing records to the Inventory Control application.

The first step in Initial Setup involves entering master file and historical data for the application. Here is a list of those files:

• Parameters
• Product Classes
• Warehouses
• Products
• Product Discounts By Customer • Products By Vendor
• Products By Warehouse
• Material Requisitions
• Product Purchases

You can run a utility function to create Products By Warehouse records using data from existing Products and Warehouses records. You should print lists of all files after you enter data to ensure that the data was entered completely and correctly.

In the next step, as an alternative to entering on hand quantities through File Maintenance, you can take a physical inventory and enter this data into the system. You can use either of these methods:

• Print count sheets and use these sheets to tally the inventory. Use the Initial Physical Inventory Entry function to enter the physical inventory data and, if necessary, edit it.
• Use the Tags function to enter physical inventory based on numbered count tags and, if necessary, edit it. Print a Tags list to verify that entries are complete and correct. Then run the Tags Process function to update the physical count on Products By Warehouse records.

When you have finished entering physical inventory data, print a Physical Inventory Edit List to verify that all entries are complete and correct. The third step is to run the Process Initial Setup function to validate records in the Product Purchases file and update records in the Products By Warehouse and Products By Vendor files.

The fourth and final step in the Initial Setup procedure is End Initial Setup. After you select this menu option, the system begins the Live Operations phase.