Purchasing

These settings are located in the Purchasing section on the Application Options page. To open the Application Options page, go to Menu > Setup > Options > Application Options.

Purchasing
Allow Creating Vendors On The Fly

Applies to

TMT Fleet Maintenance

Description

When you create a purchase order, you must enter a vendor ID. The system checks that the ID you enter is an existing vendor master record. If the ID does not exist, you cannot create the purchase order until you create the vendor record. Use this setting to allow you to create a new vendor record without leaving the current page.

Options

  • NO (default)
    The system displays an error message stating, "Vendor XXX not found." You must exit the purchase order and create the vendor record.

  • YES
    The VENDOR ON THE FLY window opens so that you can create a new vendor record.
Purchasing
Cannot Close PO Or VRO If Amount Is Over Approval Level

Applies to

TMT Fleet Maintenance

Description

If set to YES, the user cannot close a Purchase Order or Vendor Repair Order if the total of the order exceeds the PO Approval Level of the user.

Options

  • NO (default)
    The user can close POs and VROs.

  • YES
    The user cannot close a PO or VRO if the total of the order exceeds the user’s PO Approval Level.
Purchasing
Check For Open POs When Creating POs From Requisition List

Applies to

TMT Fleet Maintenance

Description

This option is mutually exclusive to the Require PO Approval Levels option. When you set this option to YES, Require PO Approval Levels is set to NO, and vice versa.

When you set this option to YES, users can:

  • Select an existing open PO to add parts to

  • Create a new PO by adding parts from the requisition list for the selected shops and vendors

When you set this option to NO, all the parts users select create new POs for the vendors and shops selected.

If the selected vendor does not have any open POs for a shop, the program creates a new PO without prompting users to select an open PO. That is, the program behaves the same way as when you set this option to NO.

Options

  • NO (default)
    Parts selected will create new POs for the vendors and shops selected.

  • YES
    Parts selected can be added to a new PO or to an existing open PO for the part’s vendor.
Purchasing
Do Not Allow Duplicate Invoice Number By Vendor

Applies to

TMT Fleet Maintenance

Description

This setting determines if the system allows you to use the same invoice number on multiple purchase orders for the same vendor.

Options

  • NO
    You can use the same invoice on multiple purchase orders for the same vendor.

  • YES (default)
    You cannot use the same invoice on multiple purchase orders for the same vendor.
Purchasing
Do Not Allow Editing Price on Received PO
First available in TMT Fleet Maintenance V.2021.3

Applies to

TMT Fleet Maintenance

Description

Controls whether users can edit prices on a received purchase order (PO).

Options

  • NO (default)
    Users cannot edit prices on received POs.

  • YES
    Users can edit prices on received POs.

Additional notes

Setting this option to YES turns on the Only Allow User To Edit Non-Part Line Prices On PO setting.

  1. If you allow price editing, the received RO page shows the variance value once anyone edits the prices.

  2. This option can be overridden at the User Options level.

  3. The system looks for the setting at the User Options level first, then at the Application Options level.

  4. If the User Options is set differently from the Application Options, it becomes independent of the Application Options. Changing the Application Options does not sync the User Options.
Purchasing
Only Allow User To Edit Non-Part Line Prices On PO
First available in TMT Fleet Maintenance V.2021.3

Applies to

TMT Fleet Maintenance

Description

Controls whether users can edit non-part line prices on a received purchase order (PO).

Options

  • NO (default)
    Users cannot edit non-part line prices on received POs.

  • YES
    Users can edit non-part line prices on received POs.

Additional notes

  1. You cannot edit this setting unless Do Not Allow Editing Price on Received PO is set to YES.

  2. If you allow price editing, the received RO page shows the variance value once anyone edits the prices.

  3. This option can be overridden at the User Options level.

  4. The system looks for the setting at the User Options level first, then at the Application Options level.

  5. If the User Options is set differently from the Application Options, it becomes independent of the Application Options. Changing the Application Options does not sync the User Options.
Purchasing
Do Not Allow Misc Lines on Standard POs
First available in TMT Fleet Maintenance V.2022.1.2

Applies to

TMT Fleet Maintenance

Description

The option controls whether you can add miscellaneous lines on POs.

Options

  • NO (default)
    You can have miscellaneous lines on standard POs. In addition:

    • The Misc option is available in the Line Type drop-down list of the Create New Line pop-up window.

    • Misc shows up as a column in the Order Totals grid. The value matches the total value of the miscellaneous lines, if any.

    • You can edit miscellaneous line rows in the Receive Purchase Order pop-up window.

    • Misc shows up in the summary in the Receive Purchase Order pop-up window.

  • YES
    You cannot have miscellaneous lines on standard POs. In addition:

    • The Misc option is not available in the Line Type drop-down list in the Create New Line pop-up window.

    • There is a Misc column in the Order Totals grid, but the total is always $0.00.

    • You cannot edit miscellaneous line rows in the Receive Purchase Order pop-up window

    • Misc shows up in the summary in the Receive Purchase Order pop-up window, but the total is always $0.00.

Additional notes

This option applies only to the Application level.
Purchasing
Do Not Allow Negative Lines On Standard and Blanket POs

Applies to

TMT Fleet Maintenance

Description

This option determines whether users can create negative lines for any line type on POs.

Options

  • NO
    Negative lines are allowed on Standard and Blanket POs.

  • YES (default)
    Negative lines are not allowed on Standard and Blanket POs.
Purchasing
Do Not Allow Vendor Parts On POs

Applies to

TMT Fleet Maintenance

Description

A vendor-supplied part is any part sold and installed by a third party. This setting determines if vendor parts can be entered into the purchase order system.

Options

  • NO
    Vendor-supplied parts can be added to purchase orders.

  • YES (default)
    Vendor-supplied parts cannot be added to purchase orders.

Additional notes

Any vendor-supplied part on a purchase order requires a repair order number.
Purchasing
Expense Supplies To Indirect Orders

Applies to

TMT Fleet Maintenance

Description

This setting determines how the system handles parts identified as Supplies.

Options

  • NO
    The system adds received parts quantities in the shop inventory.

  • YES (default)
    The system expenses the parts at the time of the PO receipt.

If a purchase order (PO) contains parts flagged as SUPPLIES, the system performs these steps:

  1. It creates an Indirect Charge order.

  2. It adds the total quantity and total cost for the parts flagged as SUPPLIES to the Indirect Charge order.

  3. It closes the Indirect Charge order and updates the Closed date to match the date the PO was closed.
Purchasing
PO Invoice Driver Validation

Applies to

TMT Fleet Maintenance

Description

When you add an invoice with a Cash or Drv Advance payment method to a purchase order or a vendor repair order, these fields are displayed:

  • Driver #
    The driver requesting the advance

  • Security Code
    The last four digits of the driver’s social security number

  • Settlements Type
    The settlement types defined by your company

The Driver # and Settlement Type fields are required.

This setting determines if you must validate the driver before you can save the purchase order.

Options

  • NO (default)
    Driver validation is not required.

  • YES
    Driver validation is required.
Purchasing
Require Invoice Amount To Match PO Receipt Total

Applies to

TMT Fleet Maintenance

Description

You can add or edit purchase order receipt invoice details, using the RECEIVE PURCHASE ORDER # window. You make your entries on the window’s Invoice tab.

This setting determines if you can close a purchase order receipt when the invoice total does not match the purchase order total.

Options

  • NO
    You can close the purchase order when the amounts are different.

  • YES (default)
    You cannot close the purchase order when the amounts are different. An error message window opens. It states, "Invoice amount billed does not match section totals." You must correct the invoice amount.
Purchasing
Require Payment Method On Purchase Orders

Applies to

TMT Fleet Maintenance

Description

By default, the system does not require you to enter a payment method when you create the following:

  • Purchase order

  • Vendor repair order

  • Direct sale invoice

  • Repair invoice

This setting determines if a payment method is required when you create purchase orders or invoices.

Options

  • NO (default)
    A payment method is not required.

  • YES
    A payment method is required.
Purchasing
Require PO Approval Levels
This option applies to V.2022.1.3 and earlier. As of V.2022.2, this option moved to the Purchasing > Approvals node.

For details about this option, see Purchasing: Approvals > Require PO Approval Levels.
Purchasing
Allow Cost Overage
First available in TMT Fleet Maintenance V.2021.3.2
This option applies to V.2022.1.3 and earlier. As of V.2022.2, this option moved to the Purchasing > Approvals node.

For details about this option, see Purchasing: Approvals > Allow Cost Overage.
Purchasing
Require VRO/PO Approval Levels
First available in TMT Fleet Maintenance V.2021.1
This option updated for V.2021.3.2.
This option applies to V.2022.1.3 and earlier. As of V.2022.2, this option moved to the Purchasing > Approvals node.

For details about this option, see Purchasing: Approvals > Require VRO/PO Approval Levels.
Purchasing
Allow Cost Overage
First available in TMT Fleet Maintenance V.2021.3.2
This option applies to V.2022.1.3 and earlier. As of V.2022.2, this option moved to the Purchasing > Approvals node.

For details about this option, see Purchasing: Approvals > Allow Cost Overage.
Purchasing
Restrict Vendors By The Shop For Purchase Orders

Applies to

TMT Fleet Maintenance

Description

This option lets you restrict vendors by shop.

Options

  • NO (default)
    No vendor restrictions.

  • YES
    If a shop has been assigned to a vendor on the Account tab of the Vendor master, only that shop can use that vendor.

Additional notes

For this option to work, you must first assign shops to vendors on the Accounts tab of the Vendor Master.
Purchasing
Restrict Vendors By The Shop For Vendor Repair Orders

Applies to

TMT Fleet Maintenance

Description

This option enables you to restrict vendors by shop.

Options

  • NO (default)
    No Vendor restrictions.

  • YES
    If a shop has been assigned to a vendor on the Account tab of the Vendor master, only that shop can use that vendor.

Additional notes

For this option to work, you must first assign shops to vendors on the Accounts tab of the Vendor Master.
Purchasing
Service Lines On Purchase Orders Require An Order

Applies to

TMT Fleet Maintenance

Description

You can add service lines (such as towing or washing) to a purchase order (PO).

This setting determines if a repair order and section number are required when adding service lines to a PO.

Options

  • NO
    You must enter a repair order number and a Section number on the PO before adding services to the PO.

  • YES (default)
    You can add services to the PO without entering a repair order number and a section number.

Additional notes

This option disables service lines on credit purchase orders.
Purchasing
Show Pending PO Number When PO Status Is Pending
This option applies to V.2022.1.3 and earlier. As of V.2022.2, this option moved to the Purchasing > Approvals node.

For details about this option, see Purchasing: Approvals > Show Pending PO Number When PO Status Is Pending.
Purchasing
Synergize Invoice Required to Close Order
First available in TMT Fleet Maintenance V.2021.2

Applies to

TMT Fleet Maintenance

Description

Sets whether users can close POs and/or ROs without an attached Synergize invoice.

Options

  • NO (default)
    Users can close orders without a Synergize invoice.

  • YES
    Users cannot close an order without a Synergize invoice attached to it.

Additional notes

This option requires the Synergize model to licensed and turned on.
Purchasing
Use Bid Price In Place Of Vendor Price

Applies to

TMT Fleet Maintenance

Description

You specify the vendor price when adding parts to your shop inventory or the parts catalog. You enter this price in the Price field on the Shop Inventory and Parts Catalog pages. If you have negotiated a discounted rate with a vendor, you can enter that value in the Bid Price field.

This setting controls which price the system uses when adding parts to a purchase order.

Options

  • NO
    The system uses the value in the Price field.

  • YES (default)
    The system uses the value in the Bid Price.

Additional notes

This option enables the Do Not Allow Changing Of Bid Price On PO setting.
Purchasing
Do Not Allow Changing Of Bid Price On PO

Applies to

TMT Fleet Maintenance

Description

This setting applies when you have Use Bid Price In Place of Vendor Price = YES. With that setting enabled, the system allows you to make changes to the Bid Price field at the time you add parts to the purchase order. This setting determines if the Bid Price field is read-only when adding parts to a purchase order.

Options

  • NO
    The Bid Price field is not read-only. You can make changes to this field.

  • YES (default)
    The Bid Price field is read-only. You cannot make changes to this field.

Additional Notes

  1. You can override the global setting at the User Options level.

  2. The system looks for the setting at the User Options level first, then at the Application Options level.

  3. If the User Options is set differently from the Application Options, it becomes independent of the Application Options. Changing the Application Options does not sync the User Options.
Purchasing
Use Last Cost For New Vendor Purchases

Applies to

TMT Fleet Maintenance

Description

There may be times when you purchase a part from a vendor that was not previously assigned to that part. This setting determines how the system sets the value in the Price field for such a part.

Options

  • NO (default)
    The price on the part record is zero ($0.00).

  • YES
    The price on the part record is the last cost.

Additional notes

When you use this option, the system uses the previous vendor’s price unless there was no previous price.
Purchasing
Use Shop Tax Instead Of Vendor Tax

Applies to

TMT Fleet Maintenance

Description

When you create a purchase order, the system bases the tax on the shop’s tax rate or the vendor’s tax rate.

  • Shop tax rate
    You enter a shop’s tax rate on the Taxes tab on the Shops page.

  • Vendor tax rate (default)
    You enter a vendor’s tax rate on the Taxes tab on the Vendors page.

This setting determines which tax rate is applied to purchase orders.

Options

  • NO (default)
    Purchase orders use the vendor tax rate.

  • YES
    Purchase orders use the shop tax rate.

Purchasing: Approvals

First available in TMT Fleet Maintenance V.2022.2

These settings are located in the Purchasing: Approvals section on the Application Options page.

Purchasing: Approvals
Require PO Approval Levels
Before V.2022.2, this option was available under the Purchasing node.

Applies to

TMT Fleet Maintenance

Description

An approval level is the highest dollar amount a user can add to a PO before it needs approval. If a user goes over the amount, the system does not change the PO’s Pending status. Someone must approve the PO first.

This option sets whether PO approval levels are required. It also:

  • Adds the PO Estimate field to the Purchase Order page

  • Checks that users do not go over the estimated PO amount when they add or receive PO lines

Options

  • NO (default)
    Purchase orders do not need approvals.

  • YES
    Purchase orders that go over the approval level amount must be approved.

    The program:

    • Adds the PO Estimate field to the Purchase Order page

    • Highlights all PENDING purchase orders that require an approval in orange

    • Allows users to continue adding parts to the PO while it is in the PENDING status awaiting approval

    • Allows access to the Approval Levels page where you:

      • Set up purchase order (PO) approval levels

      • Assign those levels to users

    • Turns on the Allow Cost Overage option.
Purchasing: Approvals
Allow Cost Overage
First available in TMT Fleet Maintenance V.2021.3.2
Before V.2022.2, this option was available under the Purchasing node.

Applies to

TMT Fleet Maintenance

Description

Sets the acceptable cost overage, as a percentage, for POs.

This option is a child of Require PO Approval Levels. You cannot edit this setting unless Require PO Approval Levels is set to YES.

Options

  • 0% (default)
    Cost overages are not allowed on POs.

  • Enter percentage
    A PO can have a cost overage equal to the percentage amount. For example, if you enter 10%, a PO total can go over by 10% before it needs more approval.

    Once you set Allowed Cost Overage, a warning pop-up window opens if you change a PO total by editing or adding lines. The window changes based on whether the new total is over or under the allowed cost overage percentage. The window options also change with your approval level amount. For example, if the new total is:

    • Below your approved level amount but above the allowed cost overage amount
      The window shows the warning, "The PO Total exceeds the estimate." The program does not let you save your changes. Since the new total is below your approval level, however, you can edit the approved amount and then save your changes.

    • Above your approved level amount and above the allowed cost overage amount
      The window shows the warning, "The PO Total exceeds the estimate." The program does not let you save your changes.

    • Above your approved level amount but below the allowed cost overage amount
      The window shows the warning, "This order is over its Approved Estimate amount." You can still click OK and save your changes.

Example 1

  • Require PO Approval Levels is set to YES.

  • Approved Cost Overage is set to 10%.

  • Your approval level amount is $200.

  • The PO’s approved estimate is $100.

The current PO total is $100. The 10% cost overage setting means the maximum approved amount is $110.

Scenario 1

You add a $5 tax line. The program lets you save your changes because $105 is less than $110.

Scenario 2

You try to add $15 freight line. The warning pop-up window opens with the message "The PO Total exceeds the estimate." It does not let you save your changes because $115 is greater than $110.

You change the approved estimate amount to $115. The program lets you make this change because $115 is less than your approval limit of $200. Once you adjust the approved estimate amount, the program lets you save your changes.

Example 2

  • Require PO Approval Levels is set to YES.

  • Approved Cost Overage is set to 10%.

  • Your approval level amount is $50.

  • The PO’s approved estimate is $100.

The current PO total is $100. The 10% cost overage setting means the maximum approved amount is $110.

You try to add $15 freight line. The warning pop-up window opens with the message "The PO Total exceeds the estimate." It does not let you save your changes because $115 is greater than $110.

You cannot add the line until the approved estimate amount is changed. You must get the new total approved through the normal PO approval process because $115 is greater than your approval level of $50.
Purchasing: Approvals
Require VRO/PO Approval Levels
First available in TMT Fleet Maintenance V.2021.1
This option updated for V.2021.3.2.
Before V.2022.2, this option was available under the Purchasing node.

Applies to

TMT Fleet Maintenance

Description

Use this option to require users to make an entry in the VRO Vendor Estimate field.

Options

  • NO (default)
    An entry in the VRO Vendor Estimate field is not required.

  • YES
    Users must make an entry in the VRO Vendor Estimate field. The program compares the Vendor Estimate value to the PO Approval Amount to see if the VRO is approved.

    Setting this option to YES turns on the Allow Cost Overage option.
Purchasing: Approvals
Allow Cost Overage
First available in TMT Fleet Maintenance V.2021.3.2
Before V.2022.2, this option was available under the Purchasing node.

Applies to

TMT Fleet Maintenance

Description

Sets the acceptable cost overage, in percent, for VROs and POs.

This option is a child of Require VRO/PO Approval Levels. You cannot edit this setting unless Require VRO/PO Approval Levels is set to YES.

Options

  • 0% (default)
    Cost overages are not allowed on VROs and POs.

  • Enter percentage
    A VRO/PO can have a cost overage equal to the amount in percent. For example, if you set Allow Cost Overage to 10%, a VRO/PO total can go over by 10% before it needs more approval.

    Once you set Allowed Cost Overage, a warning pop-up window opens if you change a VRO/PO total by editing or adding lines. The window changes based on whether the new total is over or under the allowed cost overage percentage. The window options also change with your approval level amount. For example, if the new total is:

    • Below your approved level amount but above the allowed cost overage amount
      The window shows the warning, "The PO Total exceeds the estimate." The program does not let you save your changes. Since the new total is below your approval level, however, you can edit the approved amount and then save your changes.

    • Above your approved level amount and above the allowed cost overage amount
      The window shows the warning, "The PO Total exceeds the estimate." The program does not let you save your changes.

    • Above your approved level amount but below the allowed cost overage amount
      The window shows the warning, "This order is over its Approved Estimate amount." You can still click OK and save your changes.

Example 1

  • Require VRO/PO Approval Levels is set to YES.

  • Approved Cost Overage is set to 10%.

  • Your approval level amount is $200.

  • The PO’s approved estimate is $100.

The current PO total is $100. The 10% cost overage setting means the maximum approved amount is $110.

Scenario 1

You add a $5 tax line. The program lets you save your changes because $105 is less than $110.

Scenario 2

You try to add $15 freight line. The warning pop-up window opens with the message "The PO Total exceeds the estimate." It does not let you save your changes because $115 is greater than $110.

You change the approved estimate amount to $115. The program lets you make this change because $115 is less than your approval limit of $200. Once you adjust the approved estimate amount, the program lets you save your changes.

Example 2

  • Require PO Approval Levels is set to YES.

  • Approved Cost Overage is set to 10%.

  • Your approval level amount is $50.

  • The PO’s approved estimate is $100.

The current PO total is $100. The 10% cost overage setting means the maximum approved amount is $110.

You try to add $15 freight line. The warning pop-up window opens with the message "The PO Total exceeds the estimate." It does not let you save your changes because $115 is greater than $110.

You cannot add the line until the approved estimate amount is changed. You must get the new total approved through the normal PO approval process because $115 is greater than your approval level of $50.
Purchasing: Approvals
Show Pending PO Number When PO Status Is Pending
Before V.2022.2, this option was available under the Purchasing node.

Applies to

TMT Fleet Maintenance

Description

This setting controls how the system displays the purchase order (PO) number when the PO is in a PENDING status.

Options

  • NO (default)
    The program does not show the PO number. Instead, the program displays a series of hash or pound signs (############) instead of the purchase order number. This technique is called masking.

  • YES
    The system shows the PO number.

Purchasing: Barcoding

This setting is located in the Purchasing: Barcoding section on the Application Options page.

Purchasing: Barcoding
Print Barcoded Receiving Labels

Applies to

TMT Fleet Maintenance

Description

You can set up your system to print barcode labels for parts when you receive them on a purchase order.

Note: Before you enable this functionality, verify that your company has:

  • Installed and set up barcode label printers

  • Identified which parts should receive barcode labels

    Note: For each part that is to have a barcode label, you must set its B.Code field to YES on the Shop Inventory page.

Options

  • NO (default)
    The system does not print barcode labels.

  • YES
    The system prints barcode labels.

    Note: The system prints a separate barcode label for each part’s quantity, unless it is directly associated with a repair order. For example, if you receive 500 gallons of fuel, the system prints 500 barcode labels. You cannot stop a print job once it has started.

Additional Notes

  1. You can override the global setting at the Shop Options level.

  2. The system looks for the setting at the Shop Options level first, then at the Application Options level.

  3. If the Shop Options is set differently from the Application Options, it becomes independent of the Application Options. Changing the Application Options does not sync the Shop Options.

Purchasing: External

These settings are located in the Purchasing: External section on the Application Options page.

Purchasing: External
Use External PO System

Applies to

TMT Fleet Maintenance

Description

As you receive parts on purchase orders (PO), your inventory quantities must be updated. The system provides two update methods:

  • Internal PO system
    This is the purchase order system included with TMT Fleet Maintenance.

  • External PO system
    You integrate this external purchase order system with TMT Fleet Maintenance.

This setting determines which PO system is used to update your inventory quantities.

Options

  • NO (default)
    Uses the internal PO system.

  • YES
    Uses the external PO system.

Additional notes

This option enables the Print Parts Label setting.
Purchasing: External
Print Parts Label

Applies to

TMT Fleet Maintenance

Description

If your company has an external purchase order system, and you want to print barcode labels for parts you receive, you set Use External PO System = Yes. This setting adds the Print PO Part Barcode Labels command to the Inven menu.

Options

  • NO (default)
    Hide the Print PO Part Barcode Labels command.

  • YES
    Show the Print PO Part Barcode Labels command.

Purchasing: Receiving

This setting is located in the Purchasing: Receiving section on the Application Options page.

Purchasing: Receiving
Allow Backorders

Applies to

TMT Fleet Maintenance

Description

Controls whether purchase orders allow back-orders or not.

Options

  • NO
    Backorders will not be allowed unless the Allow Partial Receipts option is set to Yes. If the Allow Partial Receipts is set to Yes and you receive less than the quantity you ordered, you will be prompted to partially receive the remaining quantity or cancel the order.

  • YES (default)
    If the total requested for a part is not received, you will be prompted to back-order the remaining quantity.
Purchasing: Receiving
Directly Receive to Inventory

Applies to

TMT Fleet Maintenance

Description

After you accept a purchase order, you must add the parts from the purchase order to your inventory. You use the Create PO/Receive Parts feature to add these parts to your inventory. This setting tells the system to ignore the Create PO/Receive Parts feature and add the parts to your inventory automatically.

Options

  • NO (default)
    You add parts from the purchase order to your inventory.

  • YES
    The system adds parts from the purchase order to your inventory.

Additional notes

  1. This option can be overridden at the User Options level.

  2. The system looks for the setting at the User Options level first, then at the Application Options level.

  3. If the User Options is set differently from the Application Options, it becomes independent of the Application Options. Changing the Application Options does not sync the User Options.
Purchasing: Receiving
Do Not Default Receive Date

Applies to

TMT Fleet Maintenance

Description

This setting determines how the Receive/Close Date field gets populated. This field is on the Receive Purchase Order form.

The system fills this field in one of these two methods:

  • Automatically
    The system fills the Receive/Close Date field with the date the purchase order was approved.

  • Manually
    The Receive/Close Date field is blank. You must enter a date or use the date picker to select a date.

Options

  • NO (default)
    The system fills the Receive/Close Date field automatically.

  • YES
    The system leaves the Receive/Close Date field blank. You must enter a date.
Purchasing: Receiving
Hide The Mark All Button On The PO Receive Form

Applies to

TMT Fleet Maintenance

Description

This setting determines if the Mark All button is available when receiving items on a purchase order. This button allows you to select all the items on a purchase order and receive them at the same time. If you hide this button, you must select each item individually.

Options

  • NO (default)
    The system displays the Mark All button.

  • YES
    The system does not display the Mark All button.

Additional notes

  1. This option can be overridden at the Shop Options level.

  2. The system looks for the setting at the Shop Options level first, then at the Application Options level.

  3. If the Shop Options is set differently from the Application Options, it becomes independent of the Application Options. Changing the Application Options does not sync the Shop Options.
Purchasing: Receiving
Include Tax On Taxable Service Lines Directly Received To RO

Applies to

TMT Fleet Maintenance

Description

If a taxable service line is received directly to a repair order, the service line amount on the repair order will be price plus tax.

Options

  • NO (default)
    The service line will be added to the repair order without tax.

  • YES
    Taxable service lines on the repair order will be price plus tax.

Additional notes

  1. This option can be overridden at the Shop Options level.

  2. The system looks for the setting at the Shop Options level first, then at the Application Options level.

  3. If the Shop Options is set differently from the Application Options, it becomes independent of the Application Options. Changing the Application Options does not sync the Shop Options.
Purchasing: Receiving
Prompt For PO Close At PO Receipt

Applies to

TMT Fleet Maintenance, Client Server

Description

If PO Close at time of PO Receipt has Yes selected, the purchase order system uses the Purchase Order option Do not automatically close on Receive to determine what happens when a PO is received.

  • Prompt for Receipt Close when received:
    If Do not automatically close on Receive is set to Yes, the purchase order will go to a RECEIVED status and the user will be prompted to close the receipt at that time.

  • Closes Receipt Automatically when Received:
    If Do not automatically close on Receive is set to No, the purchase order receipt will go to a CLOSED status when parts are received and the purchase order will go to a CLOSED status when all parts have been received.

If PO Close at time of PO Receipt is set to No, the purchase order system always changes receipts to a RECEIVED status and the user is not given the option to close the receipt when the parts are received. The purchase order option Do not automatically close on Receive is marked as Yes and disabled. This option forces ALL purchase orders regardless of purchase order type to go through the three-step process of OPEN | RECEIVED | CLOSED. This allows user roles to be created so that one user role can only open purchase orders, one user role can only receive purchase orders, and another user role can only close purchase orders.

Options

  • NO (default)
    Purchase orders are set to a status of RECEIVED upon receipt.

  • YES
    Purchase orders use user options to determine action upon receipt.

Additional notes

  1. This option can be overridden at the User Options level.

  2. The system looks for the setting at the User Options level first, then at the Application Options level.

  3. If the User Options is set differently from the Application Options, it becomes independent of the Application Options. Changing the Application Options does not sync the User Options.
Purchasing: Receiving
Prompt User To Verify Price At Time Of Receive

Applies to

TMT Fleet Maintenance

Description

When receiving parts on the Receive Purchase Order Number form, when OK is clicked the message Are All The Receiving Prices Correct? is displayed. The No button will be highlighted by default. If No is clicked or Enter is pressed, focus will return to the Receive PO form. If Yes is clicked, the parts will be received.

Options

  • NO
    User is not prompted for price verification.

  • YES (default)
    User is prompted for price verification.

Purchasing: Reorder Formula

These settings are located in the Purchasing: Reorder Formula section on the Application Options page.

Purchasing: Reorder Formula
On-Hand Based Reorder Formula

Applies to

TMT Fleet Maintenance

Description

To reorder parts, a shop creates a purchase order based on a requisition list. You can view a shop’s requisition list on the Requisition List page.

If your company uses the requisition list feature, it must specify which formula is used to reorder parts.

  • Standard
    The On-Hand field value is added to the On Order field value. The sum is compared with the value in the Trigger Point field. If the sum is less than or equal to the value in the Trigger Point field, the system sets the Reorder Amount equal to the value in the Target Point field, minus the value in the Safety Point field.

    Standard formula code:

    If (On-Hand + On Order) <= Trigger Point
Then Reorder Amount = Vendor Target Point - Safety Point

  • On-Hand
    The On-Hand field value is added to the value in the On Order field. The sum is compared with the value in the Trigger Point field. If the sum is less than or equal to the Trigger Point field value, and the Safety Point value is zero, the system sets the Reorder Amount equal to the Target Point field value, minus the sum of the quantity on-hand and the quantity on order. If the value in the Safety Point field is greater than zero, the system sets the Reorder Amount equal to the value in the Target Point field, minus the value in the Safety Point field.

    On-Hand formula code:

    If (On-Hand + On Order) <= Trigger Point
Then If Safety Point = 0
  Then
     Reorder Amount = Vendor Target Point - (On-hand + On Order)
  Else Reorder Amount = Vendor Target Point - Safety Point

This setting determines which reorder formula is used when the system reorders parts.

Options

  • NO
    Uses the Standard Formula.

  • YES (default)
    Uses the On-Hand Formula.

Additional Notes

This setting requires that a part record have a vendor assigned as a primary vendor and a target point greater than the trigger point.

You specify a part’s vendor, primary vendor, and target point on the Vendors tab of the part record.
Purchasing: Reorder Formula
Reorder Formula Ignores Parts On Order Tied To ROs

Applies to

TMT Fleet Maintenance

Description

The system updates the On Order field when it runs the reorder formula. By default, it ignores parts linked to a repair order when it runs this formula.

For example, part 123 has a value of six in the On Order field. If two of those six parts are linked to repair orders, the system ignores them when it calculates the reorder quantity. It would calculate the reorder value based on a value of four in the On Order field, not six.

This setting determines if the system ignores parts linked to repair orders when calculating the reorder quantity.

Options

  • NO
    The system includes parts linked to a repair order.

  • YES (default)
    The system excludes parts liked to a repair order.

Additional Notes

You cannot have a default shop location if you want to use this setting.