Many preferences exist for configuring and managing the PO screens and records. Gain a better understanding about unique configuration options to help optimize your application.
4. MC University
Tailor the user interface and behavior
of system to reflect business process
Default preferences set at Repair
Center or personal level
Preferences Overview
5. MC University
Commonly used Inventory and
Purchasing preferences:
• Conditional Formatting (visual indicators)
• Default values
• Barcode Formats
• General settings (e.g., auto-numbering)
Preferences Overview (cont’d)
6. MC University
Shared Preference Overview
Barcode Preferences
Refreshing Results
Number of Records Displayed
Conditional Formatting
Shared Preferences
7. MC University
Preferences that are shared between
the Inventory and Purchasing module:
• Barcode preferences
• Refreshing results
• Number of records displayed
• Conditional Formatting
Shared Preference Overview
8. MC University
MC supports barcode scanning
technology in specific modules
Scanning devices used to transfer ID
into search fields
Barcode Preferences
9. MC University
Barcode preferences available include:
• Barcodes for Inventory and Purchase
Orders on Purchase Order Report
• Different Barcode formats for Purchase
Orders and Inventory
Barcode Preferences (cont’d)
10. MC University
Toggles for refreshing results include:
• Refresh after saving existing record
• Refresh after saving new record
Refreshing Results
11. MC University
Number of records viewed in Explorer
will vary:
• BH (browser height)
• All (all records)
• Numeric value (displays “x” number
records per page)
Number of Records Displayed
13. MC University
Define Conditional Formatting to alter
appearance of records
Criteria and Style preferences must be
used together
Conditional Formatting
14. MC University
Format Criteria used for defining what
records to apply
Format Style defines visual appearance
• Style Editor (V6.0) defines font, color, etc.
Conditional Formatting (cont’d)
15. MC University
Examples of Conditional Formatting
usage:
• Purchase Orders from a specific Vendor
• Purchase Orders from a specific Repair
Center
• Inventory items that are inactive
• Inventory items of a specific Category
Conditional Formatting (cont’d)
16. MC University
In this example Conditional Formatting
will be used to set Inactive Inventory
Items to grey text color in the Explorer
Conditional Formatting: Example
17. MC University
Criteria must be set for records to apply
Conditional Formatting:
Conditional Formatting (cont’d)
18. MC University
Style must be set with Criteria for grey
text color:
Conditional Formatting (cont’d)
24. MC University
Inventory settings available:
• Display Internal ID instead of Part ID in
Explorer and Lookups
• Use Reorder Quantity Formula for
Automatic Ordering
Inventory Settings (cont’d)
25. MC University
• Auto-Number Item ID (for new Items)
• Show Vendor Part Numbers on Inventory
Lookups
Inventory Settings (cont’d)
29. MC University
Default values for newly created
Purchase Orders:
• Priority
• Buyer Company
• Repair Center
• Ship To and Bill To Company
• Approvals Required
Defaults
31. MC University
Preferences to modify information and
appearance for Report
Important for organizations needing to
tailor look of Report
Purchase Order Report
32. MC University
Show or hide specific Purchase Order
details
Line Item details can be added
Purchase Order Report (cont’d)
33. MC University
Example of showing Shipping and
Receiving on Report:
Purchase Order Report (cont’d)
34. MC University
Example of hiding Conversion to Issue
Units on Report:
Purchase Order Report (cont’d)
35. MC University
Ability to add or remove barcodes from
printed Purchase Orders:
• Purchase Order Number
• Inventory Item ID
Purchase Order Barcoding
37. MC University
Purchase Order settings available:
• Remove all approvals on un-approval or
rejection
• Customer ID prefix uniquely generated PO ID
• POs generated through Order Items can
combine with existing POs (by Vendor)
Purchase Order Settings (cont’d)
38. MC University
• Direct Issue Line Items tied to Assets
which the Work Order is associated
• Inventory on POs with designated Work
Order has Item auto-added to Actuals
Purchase Order Settings (cont’d)