Sage ERP Accpac Inventory Control 6.0 Help
Table of contents
- Finding the Help You Need
- What's New in Inventory Control 6.0?
-
Setting Up Inventory Control
- Steps for Setting Up Inventory Control
- Planning Your Item Numbers
- Importing and Exporting Inventory Control Records
- Inventory Control Security
- Setup Icons
- Inventory Control Icons, Menus, and Tools
- Entering and Posting Transactions
-
Maintaining Items and Price Lists
- Setting Up Inventory Item Records
- Adding Current Item Quantities and Costs
- Setting Up Price Lists
- Copying Items and Prices
- Assigning Items to Locations
- Using Manufacturers' Items
- Adding Reorder Information
-
Items & Price Lists Icons
- Bills of Material
- Contract Pricing
- Copy Bills of Material
- Copy Item Pricing
- Customer Details
- Items
- Items Wizard
- Item Pricing Form
- Contract Pricing
- Customer Details
- Kitting Items
- Location Details
- Manufacturers' Items
- Reorder Quantities
- Update Bills of Material
- Update Item Pricing
- Vendor Details
- Serial Numbers
- Lot Numbers
- Periodic Processing
- Physical Inventory
- Statistics and Inquiries
-
Printing Inventory Control Reports
- Overview
- Physical Inventory
- Price/Sales Analysis Reports
-
Setup Reports
- Account Sets
- Alternate Items
- Bills of Material
- Categories
- Customer Details
- G/L Integration
- Item Structures
- Mask Structures
- Kitting Items
- Location Details
- Locations
- Manufacturers' Items
- Optional Fields
- Options
- Price List Codes
- Reorder Quantities
- Segment Codes
- Units of Measure
- Vendor Details
- Weight Units of Measure
- Warranty/Contract Codes
-
Stock Control Reports
- Aged Inventory
- Bin/Shelf Labels
- Inventory Movement
- Item Labels
- Item Status
- Item Valuation
- Overstocked Items
- Quarantine
- Recall
- Reorder
- Serial/Lot Number List
- Serial/Lot Number Qty on Hand
- Serial/Lot Stock Listing
- Serial/Lot Transactions
- Slow Moving Items
- Stock Transactions
- Transfer Slips
- Warranty/Contract List
- Transactions
- Training and Technical Support
-
What do you want to do?
-
Enter and post I/C Transactions
- Receive Goods from Vendors
- Return Goods to Vendors
- Adjust Vendor Receipts
- Adjust Item Quantities and Costs
- Ship Goods to Customers
- Receive Returned Goods from Customers
- Use Goods Internally
- Record Internal Usage as a Fixed Asset for Sage FAS
- Transfer Goods between Two Locations
- Transfer Goods Using a Goods-In-Transit Location
- Receive Goods from a Goods-In-Transit Location
- Assemble Items from Bills of Material
- Disassemble Items
- Post Inventory Transactions
- Look up information
-
Maintain inventory items
- Add Inventory Items
- Add Items to Locations
- Add Bills of Material
- Add Kitting Items
- Add Bar Codes / Manufacturers' Numbers to Items
- Add Vendor Information to Items
- Add Customer Item Numbers
- Add Contract Prices for Customers
- Add Picking Sequences / Bin Numbers to Items
- Add Item Reorder Quantities
- Assign Inventory Valuation Methods to Items
- Assign Units of Measure to Items
- Assign Weight Units of Measure to Items
- Change Inventory Item Descriptions
- Copy Bills of Material
- Update Bills of Material
- Maintain item prices
- Day-end / period-end tasks
-
Physical inventory counts
- Count and Reconcile Inventory Quantities
- Generate Inventory Worksheets for Stocktaking
- Print Inventory Worksheets for Stocktaking
- Enter Quantities Using the Inventory Counts Form
- Enter Quantities Using the Physical Inventory Quantities Form
- Print the Inventory Reconciliation Report
- Post Inventory Reconciliation
- Change Inventory Control options
- Maintain basic I/C records
-
Print reports
- Select a Printer for Reports
- Print Reports to a Printer
- Print Reports to the Screen
- Print Reports to a File
- Print Reports as an E-mail Attachment
- Print Inventory Item Labels
- Print Bin/Shelf Labels
- Print Inventory Worksheets for Stocktaking
- Print the Inventory Reconciliation Report
- Print Setup Reports
-
Manage Serialized and Lotted Items
- Create and Reconcile Serial and Lot Numbers
- Assign Numbers During Receipt of Goods
- Assign Numbers to Adjustments
- Assign Numbers to Assemblies
- Assign Numbers to Internal Usage
- Assign Numbers to Physical Inventory Quantities
- Assign Numbers to Shipments
- Assign Numbers to Transfers
- Recall and Release Lotted Items
- Release Lots from Quarantine
- Split and Combine Lots
- Update Warranties on Serialized and Lotted Items
- Register Serial Numbers for Warranties
-
Enter and post I/C Transactions
-
Browse Sequences
-
Entering and Posting Transactions
- Transaction Processing
- Entering Current and Historical Transactions
- Post Transactions Form
- Assemblies/Disassemblies Form
- Processing Assemblies
- Receipts Form
- Processing Receipts
- Adding New Receipts
- Shipments Form
- Processing Shipments
- Transfers Form
- Processing Transfers
- Adjustments Form
- Processing Adjustments
- Entering Adjustments
- Inventory Control Icons, Menus, and Tools
-
Inventory Control Reports
- Inventory Worksheet Features
- Inventory Reconciliation Report Features
- Contract Pricing Report Features
- G/L Transactions Report Features
- Markup Analysis Report Features
- Posting Journals Features
- Price Lists Report Features
- Sales Statistics Report Features
- Selling Price/Margin Analysis Report Features
- Transaction Statistics Report Features
- Transaction History Report Features
- Account Sets Report Features
- Alternate Items Report Features
- Bills of Material Report Features
- Categories Report Features
- Item Structures Report Features
- Location Details Report Features
- Locations Report Features
- Manufacturers' Items Report Features
- Options Report Features
- Price List Codes Report Features
- Reorder Quantities Report Features
- Segment Codes Report Features
- Vendor Details Report Features
- Bin/Shelf Labels Report Features
- Item Labels Report Features
- Item Status Report Features
- Item Valuation Report Features
- Overstocked Items Report Features
- Reorder Report Features
- Slow Moving Items Report Features
- Posting Journals Printing
- Transaction Listing Printing
-
Maintaining Items and Price Lists
- Setting Up Inventory Item Records
- Adding Current Item Quantities and Costs
- Setting Up Price Lists
- Copying items and prices from a one price list to another
- Assigning Items to Locations
- Manufacturers' Items
- Adding Reorder Information
- Bills of Material form
- Contract Pricing Form
- Copy Item Pricing Form
- Location Details form
- Manufacturers' Items Form
- Reorder Quantities form
- Update Item Pricing form
- Items Form Overview
- Items Form Units Tab
- Items Form Taxes Tab
- Items Form Optional Fields Tab
- Item Pricing Form Overview
- Item Pricing Form Prices tab
- Item Pricing Form Discounts tab
- Item Pricing Form Taxes tab
- Periodic Processing
- Physical Inventory
-
Printing Inventory Control Data
- Print Destination
- Printing Inventory Control Data
- Inventory Reconciliation Report Printing
- Inventory Worksheet Printing
- G/L Transactions Report Printing
- Markup Analysis Report Printing
- Price Lists Report Printing
- Sales Statistics Report Printing
- Selling Price/Margin Analysis Report Printing
- Transaction History Report Printing
- Transaction Statistics Report Printing
- Account Sets Report Printing
- Alternate Items Report Printing
- Bills of Material Report Printing
- Categories Report Printing
- Item Structures Report Printing
- Location Details Report Printing
- Locations Report Printing
- Manufacturers' Items Report Printing
- Options Report Printing
- Price List Codes Report Printing
- Reorder Quantities Report Printing
- Segment Codes Report Printing
- Vendor Details Report Printing
- Bin/Shelf Labels Printing
- Item Labels Printing
- Item Status Report Printing
- Item Valuation Report Printing
- Reorder Report Printing
- Overstocked Items Report Printing
- Slow Moving Items Report Printing
- Posting Journals Printing
- Transaction Listing Printing
-
Setting Up Inventory Control
- Steps for Setting Up Inventory Control
- Planning Your Item Numbers
- Importing and Exporting Inventory Control Records
- Entering Inventory Control Setup Information
- Account Sets form
- Bills of Material form
- Categories form
- Setting Up Categories
- Categories Options tab
- Item Structures form
- Locations form
- Setting Up Locations
- Locations Form Address Tab
- Locations Form Items Tab
- Locations Form Integration Tab
- Choosing Inventory Control Options
- Using the Options Form
- Options Form Company Tab
- Options Form Processing Tab
- Selecting Processing Options
- Options Form Items Tab
- Options Form Documents Tab
- Selecting G/L Integration Options
- Price List Codes Form
- Setting Up Price Lists
- Price List Codes form Discount or Markup Information Page
- Price Lists
- Segment Codes form
- Statistics and Inquiries
- Using Help
-
Entering and Posting Transactions
-
Glossary
- 1099 Form
- A/R Invoice Type
- Account Description
- Account Groups
- Account Number Segment Overrides
- Account Number Segments
- Account Number Structures
- Account Segment
- Account Set
- Account Status
- Account Types
- Accounting Equation
- Accounting Method
- Accounting Period
- Accounts Payable
- Accrual
- Accrual Carry-Over Date
- Accrual Method
- Accrual-Basis accounting method
- Accrued Expenses
- Activating taxes
- Activation
- Active Order
- Actual Fiscal Sets
- Adjustment Period
- Adjustments
- Advance
- All Users
- Allocated Tips
- Allocation Account
- Allow Posting to Previous Years
- Allow Provisional Posting
- Annual Maximum
- Annualization
- Assets
- Assign UI Profile IDs
- Audit Trail
- Authentication Method
- Automatic Reversal
- Backdated document
- Bad Debts
- Balance Sheet
- Base Account
- Base Deductions
- Base Earnings
- Base Hours
- Base Taxes
- Base Wage Multiplier
- Basic Account Information
- Basic Project style
- Batches
- Benefit
- Billing Type
- Billings And Costs accounting method
- Budget Fiscal Sets
- Calculation Base
- Calculation Methods
- Calculator
- Carrying Over Vacation, Sick, and Compensatory Time Accruals
- Carry-Over
- Cash Advance
- Cash Benefit
- Cash Flow Statement
- Cash Method
- Category
- Category Percentage Complete accounting method
- Ceiling
- Chart of Accounts
- Class Codes
- Classified Statements
- Clearing Exchange Gain or Loss
- Close to Segment / Account
- Closing Account
- Closing Period
- Closing the Books
- Common Stock
- Company Database
- Company Desktop
- Company Profile
- Compensatory Time
- Completed Project accounting method
- Consolidated Batch
- Control Account
- Control Account for Subledgers
- Conversion Rate
- Corporation
- Cost Accounting
- Cost Center Overrides
- Cost Center Segments
- Cost of Goods Manufactured
- Cost of Goods Sold
- Cost Plus project
- CPRS
- Credit
- Currencies
- Currency Rate Type
- Currency Rates
- Currency Table
- Current Assets
- Current Liabilities
- Custom (and Local) Taxes
- Customization Directory
- Customize User Interface
- Database
- Database ID
- Date Matching
- Debit
- Decimal Places for Quantity
- Deduction
- Default Closing Account
- Default Currency
- Default Hours
- Default Rate Type
- Default Source Code
- Defining a Source Journal
- Defining Meaningful Account Number Segments
- Delimiter Character
- Depreciation
- Detail and Consolidated Posting Options
- Detailed Batch
- Details
- Direct Labor Costs
- Distribution Accounts
- Distribution Code
- Distribution Set
- Dividend
- Drilldown
- Earning/Deduction
- Earning/Deduction Frequencies
- Earnings
- Edit Imported Entries
- Effective Date
- Employee History
- Employee Level Security
- Employee Selection List
- EMU
- Equity
- Euro Conversion Rates
- Euro Currency
- Euro Option
- Exchange Gain or Loss
- Exchange Rate
- Expense Reimbursement
- Expenses
- Exporting
- Factory Overhead
- Federal and State Taxes
- Field
- Financial Statements
- Finder
- Fiscal Calendar
- Fiscal Periods
- Fiscal Sets
- Fiscal Year
- Fixed Assets
- Fixed Price project
- FOB Point
- Force Listing of Batches
- Foreign-currency Bank
- Functional Currency
- Functional Currency Code
- Functional-Currency Equivalent
- Future Order
- G/L Batch
- G/L Options -- Account tab
- G/L Options -- Company tab
- General Ledger Account
- Gross Pay
- Gross Profit on Sales
- History
- Imported Account Data
- Imported Batches
- Importing
- Income
- Income Statement
- Information in G/L Accounts
- Integration Access Pack
- Integrity Check
- Inventory
- Invoice Type
- Journal
- Journal Entry
- Labor Hours Percentage Complete accounting method
- LanPak
- Last Run Date
- Last Year Information
- Ledger
- Level
- Liabilities
- Local and Other Custom Taxes
- Lock Budget Sets (1-5)
- Long-Term Liabilities
- Lookup Table
- Macro
- Maintain Quantities Options
- Manual Check
- Matching Concept
- Menu Bar
- Miscellaneous Charge
- Multicurrency Accounting
- Multicurrency Bank
- Multicurrency Fiscal Sets
- Multicurrency G/L Accounts
- Multicurrency G/L Option
- Net Pay
- No Users
- Normal (Account) Balance
- Number of Fiscal Periods
- Optional Fields
- Original Invoice
- Override Segments
- Overtime Rate Multiplier
- Overtime Schedule
- Owner Equity
- Partnership
- Pay Factors
- Payroll Class Codes
- Payroll Distribution Accounts
- Period Minimum and Period Maximum
- Periods Per Year
- Picking Slip
- Post in Specified/All Currencies
- Posting
- Posting Statistics
- Posting tab in G/L Options
- Preferred Stock
- Prepaid Expenses
- Price List
- Printing Scheduled Reports
- Printing Source Journal Definitions
- Profile ID
- Profit
- Profit and Loss Statement
- Profit Center
- Programs (Applications)
- Project Percentage Complete accounting method
- Project Type
- Provisional Fiscal Sets
- Provisional Posting
- Provisional Posting Journal
- Quantities in G/L Accounts
- Quantity Fiscal Sets
- Quarter With 4 Periods
- Quote
- Rate Operation
- Rate Type
- Rates
- Realization
- Realized Exchange Gain or Loss
- Reallocation Account
- Recognized Exchange Gain or Loss
- Reconcile (Bank)
- Record
- Record of Employment
- Recurring Transaction
- Remit-to Location
- Repayment Deduction
- Reported Tips
- Reporting Currency
- Restart Record
- Retainage Accounting
- Retainage Invoice
- Retained Earnings
- Revaluation
- Revaluation Codes
- Revenues
- Reversed Unrealized Exchange Gain or Loss
- Salary and Wages
- Salary and Wages Payable Account
- Sales
- Sales Table
- Sample Account Segments
- Schedule Code
- Schedule Reports
- Schedule Transactions
- Script
- Security Group
- Segment Codes Validation
- Selection List
- Service Years
- Services
- Session Date
- Settlement Rate
- Settling Transactions
- Shareholders
- Shareholders' Equity
- Shift Differential Rate
- Shift Differential Schedule
- Ship-Via Code
- Sick Time
- Sole Trader
- Source Codes
- Source Currency
- Source Document
- Source Journal Profiles
- Source Journals and Consolidated Transactions
- Specific User
- Spread
- Standard Project style
- Standing Order
- Statement of Retained Earnings
- Status
- Stock
- Subsidiary Ledger
- Surtax Multiplier
- Suspense Account
- System Database
- Tax Authorities
- Tax Classes
- Tax Groups
- Tax Tables
- Template (employee setup)
- Time And Materials projects
- Timecards
- Tip Disbursement
- Total Cost Percentage Complete accounting method
- Transaction Rate Type
- Trial Balance
- Type
- UI Profile ID
- UI Profile Maintenance
- Unrealized Exchange Gain or Loss
- User Authorization
- User Record
- Vacation Time
- Wage Bracket Table
- Wage Garnishment
- Web Desktop
- Withdrawal
- Workers' Compensation Code
- Worksheet
- Years of Fiscal Sets
- Years of Transaction Detail