Path: Admin > Client Info / Preferences Tab
Include Freight in Unit Cost. Mark this check box if you always want to include freight charges in the unit cost of an item. The freight charge is applied to the average cost of a Part to calculate a new average cost.
WebTMA calculates the average quantity including freight using this formula:
(existing value + incoming value)/ (existing qty + incoming qty)
The following example shows how the new average cost is calculated:
Part 1 has average cost of $10, current qty 10
Received order for Part 1 with freight cost of $10 and qty 2
Existing value ($10 * 10 = $100)
Incoming value (2 * $10 + $10 freight = $30)
New Average cost (100 + 30) / (10 + 2) = $10.84
In WebTMA Enterprise using the Invoicing module, freight cost is applied when the invoice is matched. In non-Enterprise or if Invoicing is not used, the freight is applied during receiving.
Include Pass Thru Tax in Unit Cost. Check this box if you include the pass-through tax in unit costs. The tax is applied to the average cost of a Part to calculate a new average cost. The following formula is used:
(existing value + incoming value)/ (existing qty + incoming qty)
The following example shows how the new average cost is calculated:
Part 1 has average cost of $10, current qty 10
Received order for Part 1 with 10% pass-thru tax and qty 2
Existing value ($10 * 10 = $100)
Incoming value ((2 * 10) + (2 * 10 * 10%) / 100 = $22)
New Average cost (100 + 22) / (10 + 2) = $10.17
In WebTMA Enterprise using the Invoicing module, tax is applied when the invoice is matched. In non-Enterprise or if Invoicing is not used, the tax is applied during receiving.
For P-Cards, pass-through tax is applied when the P-Card transaction is reconciled.
Require full distribution to work order. When all items on all Purchase Requisitions must be distributed to work orders, mark this box.
Maximum Reorder value that should be Auto-Approved. If you use the Materials module of WebTMA, certain items can be ordered automatically. A dollar amount in this field allows the system to send a reorder that does not exceed value.
Default PO Type Used for Reorders. Select the type of purchase order used by default when generating reorders for supplies or parts.
Filter Parts by Repair Center when adding PO/PR line. Mark this check box to set the default on the Purchase Order Part popup window. This window opens when you add a line to the PO. Unless checked on the Admin / Preferences window, the check box is not available on the popup.
Set Unit Measure Field as Drop Down Field. This option relates to the Parts record Issue Unit and Order Unit fields. Mark this check box if you want to restrict users to the unit types you establish in Organization > Lookups. This assures that all measurements are standardized and follow the nomenclature used by your organization.
Require Signature on Material Transactions. Mark this check box if you want the Signature window to open automatically when creating records for those modules that allow a Signature.
Prevent Duplicate Supplier. Check this option to prevent the same supplier from being listed multiple times on the Supplier Tab of the Part record. Use caution when applying this option. In most cases, there are legitimate reasons to list the vendor more than once.
Signature Pad Type. Select the type of signature device you use. Browser uses the built-in window in WebTMA, and the mouse serves as a stylus. Topaz accommodates some external signature units made by Topaz Systems. This applies to both the Material Management and Keys modules.
SKU pricing for PO. Mark this check box if you want the Unit Cost field on the Purchase Order Entry popup window to default to the standard cost for the SKU when the part is associated with a Warehouse. If the part is not affiliated with a Warehouse or if the check box is clear, the field defaults to the last purchase price for the part. NOTE: The Parts / Locations Tab Average Cost column is updated only if this Preference is checked, i.e., the Average Cost column is populated and reportable only when this box is checked.
SKU pricing for issuing WO/SO. Mark this check box if you want the Unit Cost field on the Material Request Entry popup window or the Sales Order Entry popup window to default to the standard cost for the SKU when the part is associated with a Warehouse. If the check box is clear, the field defaults to the part cost.
This also applies when you add line items to the Quick Post Cost window and the Quick Post Material window.
WO Prefs for Materials Management
Allow Distributions to Completed Work Order. If checked, existing purchase distributions can remain open on closed work orders.