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Setting Policies

There are many policy options in the Consumable Inventory program, and they can be used to customize WinTen² programs to better match your HA’s work processes.

2.

Double-click on the policy you want to work with; or, highlight the policy in the table and click to open the Maintain Policies screen.

Policy Summaries

Make Adjustment/Do Not Make Adjustment

Value: True or False

• If you set this policy to True, an adjustment is automatically made on each item where the count entered during physical inventory doesn't match the count in the system. When the physical inventory count is completed, the adjustments will be posted to Consumable Inventory  item on hand quantity
• If you set this policy to False, the program will not make adjustments when a physical inventory count is completed, and the adjustments will not be posted to Consumable Inventory item on hand quantity. You need to manually change the item count for any item that doesn't match your count by entering an adjustment transaction.

Show All Warehouses/Only Show Employee Warehouses

Value: True or False

• If you set this policy to True, the program will only show warehouses that have been assigned to the logged in employee.
• If you set this policy to False, the program will display all warehouses, and the logged in employee is able to select any warehouseA representation of either a grouping of accounts, or a physical building..

Positive Quantity/Negative Quantity

When issuing items work orders, if there is not enough inventory shown for a needed item, you are normally unable to choose the item for the work order.This policy exists for those agencies who want to be able to choose an unavailable item anyway, but then show a negative number in Consumable Inventory.

Value: True or False

• If you set this policy to True, the program will only allow positive quantities to be entered.
• If you set this policy to False, the program will allow negative quantities to be entered.

Update PO/Do Not Update PO

This policy is meant for clients who do NOT have the Purchase Order program. FALSE is for when you don't have PO.

Value: True or False

• If you set this policy to True, you are choosing to update the Purchase Order program after receiving items from Consumable Inventory.This makes the Receive option from the Consumable Inventory Process Menu behave exactly like the Receive PO option from the Main Menu of the Purchase Order program; you select an open purchase order and receive items from it, and the Purchase Order program is then automatically updated with the received item information.
• If you set this policy to False, you are choosing to not update the Purchase Order program with received item information after receiving items in Consumable Inventory. The Receive option from the Consumable Inventory Process Menu opens the Receive Items Wizard, which allows you to receive items from a warehouse.

Note: If you want your received item actions posted to General Ledger, set this policy to FALSE.