Business Benefits

There are potentially two sets of dates the system may need to properly invoice a Client's Inventory and keep track of month-end Stock balances. While often one Date table would be sufficient for both of these functions, the system allows you to define as many Date tables as are needed.

This program controls Storage Period dates for Billing and final Stock reporting. Date tables may be

GEN, indicating a general Date table for more than one Client, or assigned to a specific Client by entering a specific Client code.

Date tables can be set up to apply for concurrent Billing and Inventory reporting or for each function individually.

Note: For related documentation and workflows, see CR - Client Related.

Usage

This program allows you to set up schedules of Billing and Inventory dates for all Clients or for specific Clients.

If any Date table has four or less unexpired dates, the message ...

MORE DATES REQUIRED IN CR.12 FOR
<client>, CODE <code>

... is displayed in program DS.21 [Print Inventory Diagnostics].

When this happens, the Date table should be updated by entering the most recent expired date and carrying forward fourteen future dates.

During system startup, only one date schedule is required. At this point, no Clients would have been set up; therefore, only GEN codes may be set up.

For a complete explanation of how renewal storage is calculated see the documentation attached to IP.00[General IP Documentation]

Preconditions

Except during system startup, Client codes must have been set up in program CR.06 [Client Names and Addresses]. At least one prior Period must be entered to allow the system to calculate and update.

Subsequent Actions

The Date Tables will be used in Field 15 (Inventory Report Dates) of program CR.18 [Client Arrangements] and Field 20 (Invoicing Cycle) of program CR.06 [Client Names and Addresses].

Program Fields and Functions

To review a text version of the field help, click here. Click the button (or press F5) to invoke field help at any time from within the job panel itself.