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Page 1 of 2 Movement Presets are used to predefine some or all of the entries in a Movement Type. They are intended to speed up the entry of a movement transaction, particularly where the data entered is frequently repeated. It also allows you to automate data entry, and so improve accuracy. They are set up using Movement Order Presets Setup ( MOPS). Once they have been defined, they can be assigned to a Movement Type using Movement Types Setup (MTS). To define Movement Presets use Movement Order Presets Setup (MOPS), which contains the following:
- General
- Details
- Movement Order
- Analysis
- Setting up Values to be used on a Movement Preset.
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General Tab Preset Type
The type of preset required. The options are:
- Start of document - to attach the preset to the start of the document.
- Item - to attach the preset to a particular item. The item is specified in the Item Code field.
- Prompted - to prompt the user.
- Line number - to attach the preset to a particular line of the document.
- End of Document - to attach the preset to the end of the document.
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Preset Totalling
If this box is checked, you can total or subtotal a line value over the lines entered.
Preset Line Number
Number of the line within the preset. In Movement Order Entry, the line is incremented automatically, so this field applies the preset to a particular line. Item Code
If the Preset Type is Item, this field contains the specific Item Code.
Asset Code
If the preset is to be attached to a particular asset, this field contains the specific Asset Code.
Account Code
If the preset is to be attached to a particular account, this field contains the specific Account Code.
Carrier
If the preset is to be attached to a particular supplier or carrier, this field contains the specific Supplier Code.
Relative Order Date
You can force the date used for the movement order to be calculated relative to the login date by entering a number of days (+ or -) in this field. For example, if you enter +5, the date is calculated as five days ahead of the login date.
Relative Transaction Period
You can force the transaction period used to be calculated relative to the current period by entering a number of periods (+ or -) in this field. For example, if you enter +2, the period is calculated as two periods ahead of the current period.
Currency Code
The code for the currency to be used.
Batch Reference
The reference number for the batch.
Soft Allocated
If this box is checked the issue is soft allocated, or reserved. This must always be set to No for receipt type movement orders. |
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