Receiving Tolerance Percentage for Inventory Type, Inventory, and Suppliers

This feature allows users to define receiving tolerance for each inventory item that overrides to the tolerance percentage defined in the Setup ➜ Inventory Type.

Based on the system preference to display a warning message, Eatec validates the cost change for an item based on this tolerance percentage.

Purchase Orders

When inventory items are added to POs, along with basic item details, the receiving tolerance is saved at PO level. The tolerance % saved along with items must be the value that is available when an item is added to a PO. Based on the user confirmation to update the tolerance percentage, the tolerance % data at PO gets updated to the latest.

There are no validations/cost change alerts that are notified to the user. Users are allowed to modify the cost/unit value irrespective of tolerance %.

The tolerance % of each item is displayed under the Tolerance % column. Values displayed in the Tolerance % column are read-only.

Receiving (MA)

  • When items are loaded to MA with reference to an approved PO, then basic cost/unit is referred from the cost/unit available in that PO.

  • When items are loaded to MA without reference to a PO, then basic cost/unit is referred from cost/unit available in that location/item definition.

  • All cost change validations are processed with respect to the basic cost/unit loaded.

  • The percentage of cost changes is reported at each item level on a real-time basis. 

  • Users are allowed to modify the tolerance %.

  • The value of Cost Change % is displayed under the % Cost Change column.

  • The % cost change is highlighted only when the % cost change values are greater or less than the defined tolerance percentage.

  • The tolerance % of each item is mentioned under the Tolerance % column.

  • Tolerance % value must be loaded either from referred PO (or) Inventory Item Settings - Receiving Tolerance % value.

Setting up Inventory Type

Log on to Eatec.

Click Setup ➜ Inventory Types. The Inventory Types page appears.

Click Create New. The New Inventory Types page appears.

Select a preferred option from the Price Change Allowed % drop-down menu.

Click Create.

Or

Click to open an existing inventory type. The Edit Inventory Types page appears.

Select any of the following options from the Price Change Allowed % drop-down menu:

  • Warn if modified

  • Warn if over 10%

  • Warn if over 20%

  • Warn if over 30%

  • Warn if over 40%

  • Warn if over 50%

Click Update.

Enable System Preference

Click Setup ➜ System Preference.

Click Purchasing Options.

Select any of the following options from the Allow message for cost change drop-down menu:

Field

Description

No Warning for Cost Changes

On selecting this option, no warning messages or notifications are displayed to the user when any value or cost is changed during receiving.

Warn if Cost is Over Predefined % in Item (or) Type

On selecting this option, a warning message is displayed to the user based on the percentage defined for a particular inventory item or inventory type.

Click Save.

Inventory Item Setting

Click Masters ➜ Inventory List.

Select an F&B item.

Click Edit. The Edit Inventory - F&B page appears.

Select the Settings tab.

Under Other Settings, enter the tolerance percentage in the Tolerance % field.

Click Save.