Field descriptions for all screens

Field descriptions for all screens

If you just need to see the field descriptions for a particular page, select from below:

• Purchase order field descriptions
  General Purchase Order Information (In the top section of the screen)
  PO Date	The date of record for the purchase order. Requires proper formatting (mm/dd/yyyy).
  Partial Receipt Allowed	Whether you allow part of the purchase order to be received. If this box is not checked, the purchase order must be received in its entirety or not at all.
  Ordered by	The person who placed the order.
  Due Date	The date the purchase order is due.
  Dept #	The department number or the department within your operation that is the recipient of the goods on the purchase order.
  Group #	The number of the department sub-group within your operation that is the recipient of the goods on the purchase order.
  Priority	The priority for the purchase order. Receipts you create from this purchase order inherit the priority, although you can change it on the receipt. This field is sorted in lexicographical order, so note that in order to have priority "1" documents listed first, enter "01" in this field.
  Status	The PO status is one of the following: Saved - This state indicates that the purchase order has been created. From this status, you can edit, copy, dispatch, receive, or cancel a purchase order. Approved - This state indicates the purchase order is dispatched for receiving. From this status, it is no longer editable. (You can undispatch the order if you need to edit it again.) You can receive or cancel it from here. In Progress - This state indicates that the purchase order is ready to be received. From this status, you can receive items or close the purchase order. Closed - This state indicates that all items have been received against the purchase order, or the purchase order has been manually closed before all items were received. When the last item on the purchase order is received, the purchase order is automatically closed. Cancelled - The order has been cancelled. No more actions can be taken on the purchase order.
  Owner	Often used for 3PL (3rd Party Logistics) operations to specify the owner of the items on the PO. Enter only if applicable. Type in a full or partial name to look up an owner from your company's business affiliates. More info... If you enter an Owner on the PO, then all of the other business affiliates on the document must have a Business Affiliate Owner that is either not set or is set to the Owner on the PO, and all of the purchase order items must have an item master Owner that is either not set or is set to the Owner on the PO. The Code of the business affiliate is listed when viewing the purchase order.
  Broker	If applicable, the third-party agent or intermediary responsible for conducting transactions and services on your company's behalf or on behalf of the owner of the items on this PO. More info... The Code of the business affiliate is listed when viewing the purchase order.
  Carrier	The carrier providing inbound transportation logistics services for this PO. More info... The Code of the business affiliate is listed when viewing the purchase order.
  PO #	Alphanumeric ID generated by the system when the PO is saved, unique per warehouse. Before the PO is saved, this field displays "Appears when saved".
  External #	Alphanumeric ID from an external system, if this order was created by a 3rd party system and imported into SmartTurn. Must be unique per warehouse in SmartTurn. This field is only displayed if an External # is present.
  Warehouse	The warehouse to which the PO applies.
  Complete date	The date the PO was either cancelled, manually closed by the user, or fully received. A PO that is in the Saved, Approved, or In Progress state does not have a Complete date because it is not yet fully received, and it hasn't been cancelled or closed. If you partially receive a PO over several days, the PO will have a Complete date when you receive the last item.
  Date created	Date the system created the purchase order.
  Created by	User who created the PO.
  Source	Whether the PO was created within the SmartTurn system (Internal), or whether it was integrated using a Web Services Connector (External).
  Vendor tab
  Vendor	Vendor name. Type in a full or partial name to lookup an owner from your company's business affiliates. More info... The Code of the business affiliate is listed when viewing the purchase order.
  Vendor contact	Vendor contact person.
  Vendor phone	Vendor contact person phone.
  Vendor address fields	Vendor address. Select the Map It link to view the address graphically.
  Ship To tab
  Company	Where the goods on the PO are being shipped.
  Ship to contact	Contact person where the PO goods are being shipped.
  Ship to phone	Phone number of the contact where the PO goods are being shipped.
  Ship to address fields	Address where the goods on the PO are being shipped. Select the Map It link to view the address graphically.
  Billing tab

  General Billing Information The Billing Tab is only present if this document has an Owner specified in the header.
  Billing Status	The status of the billing section: Saved, Closed, or Cancelled.
  Total Billable Amount	The total amount to bill the Owner. The sum of the Totals of each line in the Billing Lines table.
  Billing Lines table
  Line #	The system generated line number for the billing line.
  Charge Type	The name of the charge type.
  General Ledger Code	The general ledger account number associated with the charge type.
  Billing Basis	The Billing Basis answers the question: "How should the amount to bill be calculated?" The options for Billing Basis are per Document, per Line, per Unit of Measure, and ad Hoc (only used for manually added billing lines).
  Computed Qty	The system's suggestion of the quantity to bill. (The Total for the line is calculated as Qty multiplied by Rate; Computed Qty has no effect on the total for the line.)
  Qty	The actual amount to bill, including the unit of measure for billing lines with Billing Basis of per Unit of Measure. (The Total for the line is calculated as Qty multiplied by Rate.)
  Description	A description of what is being billed, such as you might place on an invoice. Optional.
  Rate	The unit amount to charge.
  Total	The total for the line, calculated as Qty multiplied by Rate.

  Comments tab
  Comment	Optional comments about the purchase order. Limit 200 characters.
  History tab
  Date	Date the purchase order was modified.
  User	User who made the change.
  Event	The type of activity: Create, Edit, Cancelled, etc.
  PO Items table
  Line #	The system generated line number for the purchase order.
  Item #	The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.
  Description	The description of the item # from the item master.
  Product ID	The ID the vendor has assigned to the item.
  Lot #	The lot number assigned to the item. This field is only available if you customize the page.
  Ordered qty	The amount being ordered.
  Pending qty	The amount that has not been received. Calculated as Expected qty minus Received qty. This amount is 0 before the order is Approved and after the order is Closed.
  Received qty	The amount already received against the purchase order (only displayed for an existing purchase order).
  Expected qty	The total amount that can possibly be received against the purchase order. Usually, this amount is equal to the Ordered qty. However, if you over-receive or under-receive against this order, this amount is updated to reflect that change. The Ordered qty is not. For example, if you have a purchase order for 10 boxes of light bulbs and you receive 12 boxes, the Ordered qty is 10 boxes and the Expected qty is 12 boxes. This field is only available if you customize the page.
  Unplanned qty	The amount that has not yet been received or scheduled to be received. This amount starts out as equal to the Ordered qty, but decreases when you save or receive receipts. For example, if you have a purchase order for 10 boxes of light bulbs and you receive 4 boxes and create an expected receipt for 4 more boxes, the Unplanned qty is now 2 boxes. (If you cancel the expected receipt, the Unplanned qty goes up to 6 boxes, because you have received 4 boxes and do not have any other receipts scheduled against this purchase order.) This field is only available if you customize the page.
  Item Status	Saved, Approved, In Progress, Closed, or Cancelled. The item status follows the purchase order status, above.
  Current Unit Cost (Unit Cost)	The cost of the item (read-only). When you create a purchase order, the Current Unit Cost defaults to the purchase cost specified in the item master. When you edit the Ordered qty unit of measure or key in an Override Unit Cost for the item, this field is automatically updated when you save the purchase order. This field is listed as Unit Cost when you are viewing the purchase order.
  Override Unit Cost	The cost of the item in the Ordered qty units of measure, if different from the displayed Current Unit Cost.
  Total Item Cost	The line total (quantity x unit cost).
  Dim Wt	The total dimensional weight of the line item. The default value is calculated from the item master and the Ordered qty, but you can edit it here if needed. This field is only available if you customize the page.
  Cube	The total cube or volume of the line item. The default value is calculated from the item master and the Ordered qty, but you can edit it here if needed. This field is only available if you customize the page.
  Pallets	The total number of pallets of this line item. The default value is calculated from the item master and the Ordered qty, but you can edit it here if needed. This field is only available if you customize the page.
  Pallets Filled	The total number of pallets filled by this line item, calculated from the item master and the Ordered qty. This field is different from Pallets only when you have some partial pallets. For example, if 10 cs fit on one pallet and you have 15 cs, then you have 1.5 Pallets Filled, but 2 Pallets. This field is only available if you customize the page.
  Pallet Packing Ratio	The Ordered qty divided by the possible quantity given the number of pallets. It is a measure of how full the pallets are: the Pallet Packing Ratio is 1.0 only when all pallets are completely full. For example, if 10 cs fit on one pallet and you have 15 cs and 2 Pallets, then the Pallet Packing Ratio is (15 / 20) = 0.75. This field is only available if you customize the page.
  Totals
  Total amount	The sum of the total item costs from the PO Items table.
  Total weight	The total weight of the items on the order. The weight is listed separately for each different weight unit of measure for the items listed. For instance, if the item masters for all items listed use pounds as the weight unit of measure, Total weight is displayed in pounds. If some item masters use pounds and some use ounces, Total weight is displayed partly in pounds and partly in ounces.
  Total qty	The total quantity of the items on the order. The quantity is listed separately for each unit of measure on the order.

• Sales order field descriptions
  General Sales Order Information (In the top section of the screen)
  SO Date		The date of record for the sales order. Requires proper formatting (mm/dd/yyyy).
  Ordered by		The person who placed the order.
  Due date		The date the sales order is due.
  Partial Shipment Allowed		Whether you allow part of the sales order to be shipped. If this box is not checked, the sales order must be shipped in its entirety or not at all.
  Priority		The priority for the sales order. Shipments you create from this sales order inherit the priority, although you can change it on the shipment. This field is sorted in lexicographical order, so note that in order to have priority "1" documents listed first, enter "01" in this field.
  Status		The state of the sales order. Values include: Saved - This state indicates the sales order has been created. From this status, you can edit, copy, dispatch, ship, or cancel a sales order. Approved - This state indicates the sales order is dispatched for fulfillment. From this status, it is no longer editable. (You can undispatch the order if you need to edit it again.) You can ship or cancel it from here. In Progress - This state indicates that the sales order is ready to be shipped. From this status, you can ship additional items, close the sales order, or cancel the remaining sales order. You can also void already shipped items from the shipments against this sales order. Closed - The state indicates that all the sales order items have been shipped, or the sales order has been manually closed before all items were shipped. When the last item on the sales order is shipped, the sales order is automatically closed. From this status, you can reopen a sales order. Cancelled - The order has been cancelled. No more actions can be taken on the sales order.
  Wave #		Alphanumeric ID for this set of work, generated by the system when this set of work is initiated. A sales order becomes part of a set of work when it is: batch shipped; included in a Pick to Staging Wave; or included in a Pick/Pack Wave. Unique in the tenant. All documents involved in fulfilling this set of work have the same Wave #. For a batch of shipments, this includes: the sales orders and the shipments. For a Pick to Staging Wave, this includes: the sales orders, the pick plan, and the pick tickets. For a Pick/Pack Wave, this includes: the sales orders, the pack plan, the bills of lading, the pick plan, and the pick tickets.
  Owner		Often used for 3PL (3rd Party Logistics) operations to specify the owner of the items on the SO. Enter only if applicable. Type in a full or partial name to lookup an owner from your company's Business Affiliates. More info... If you enter an Owner on the SO, then all of the other business affiliates on the document must have a Business Affiliate Owner that is either not set or is set to the Owner on the SO, and all of the sales order items must have an item master Owner that is either not set or is set to the Owner on the SO. The Code of the business affiliate is listed when viewing the sales order.
  Broker		If applicable, the third-party agent or intermediary responsible for conducting transactions and services on your company's behalf or on behalf of the owner of the items on this SO. More info... The Code of the business affiliate is listed when viewing the sales order.
  Carrier		The carrier providing outbound transportation logistics services for this SO. More info... The Code of the business affiliate is listed when viewing the sales order.
  SO #		Alphanumeric ID generated by the system when the SO is saved, unique in the system. Before the SO is saved, this field displays "Appears when saved."
  External #		Alphanumeric ID from an external system, if this order was created by a 3rd party system and imported into SmartTurn. Must be unique in SmartTurn. This field is only displayed if an External # is present.
  Complete date		The date the SO was either cancelled, or fully shipped. A Sales Order that is in the Saved, Approved, or In Progress state does not have a Complete date because it is not yet fully shipped, and it hasn't been cancelled. If you partially ship an SO over several days, the SO will have a Complete date when you ship the last item.
  Warehouse		The warehouse the sales order is being fulfilled from. Setting the Warehouse field to None selected means any warehouse can ship against it.
  Current Pick Policy		The pick policy recommended for shipping this sales order. It is based on your preferred pick policies and the Owner, Customer, and Warehouse for this order. This field only appears when viewing sales orders. More info... in the Help module for Working with Preferred pick policies.
  Override Current Policy		Whether or not to override the Current Pick Policy (above). If checked, an alternate pick policy must be selected from the drop-down menu. More info...
  Date created		Date the system created the sales order.
  Created by		User who created the sales order.
  Source		Internal - If the sales order was created within SmartTurn External - If the sales order was created by a 3rd party system and imported into SmartTurn.
  Ship To Tab
  Ship to customer		The name of the company/location where the sales order is being sent. Type in a full or partial name to lookup a customer from your company's Business Affiliates. More info... The Code of the business affiliate is listed when viewing the sales order.
  Override ship to customer		Whether or not to override the Ship to customer (above). If checked, enter a name for the customer. For example, if the Ship to customer Business Affiliate is Target, you might check the Override ship to customer and enter "Target - Store 824".
  Ship to contact		The contact at the warehouse.
  Ship to phone		The phone number for the contact at the warehouse where the sales order is being sent.
  Ship to address fields		Address information for the warehouse the sales order is being sent to. Select the Map It link to view the address graphically.
  Bill To Tab
  Bill to information may differ from Ship To information if the customer has several locations/warehouses.
  Bill to customer		The name of the customer/company that the order is for.
  Bill to contact		The contact person for the billing information.
  Bill to phone		Phone number for the location to bill the sales order.
  Bill to address fields		The address for the location to bill the sales order. Select the Map It link to view the address graphically.
  Comments Tab
  Comments			Optional comments regarding the sales order. Limit 200 characters.
  Billing Tab

  General Billing Information The Billing Tab is only present if this document has an Owner specified in the header.
  Billing Status	The status of the billing section: Saved, Closed, or Cancelled.
  Total Billable Amount	The total amount to bill the Owner. The sum of the Totals of each line in the Billing Lines table.
  Billing Lines table
  Line #	The system generated line number for the billing line.
  Charge Type	The name of the charge type.
  General Ledger Code	The general ledger account number associated with the charge type.
  Billing Basis	The Billing Basis answers the question: "How should the amount to bill be calculated?" The options for Billing Basis are per Document, per Line, per Unit of Measure, and ad Hoc (only used for manually added billing lines).
  Computed Qty	The system's suggestion of the quantity to bill. (The Total for the line is calculated as Qty multiplied by Rate; Computed Qty has no effect on the total for the line.)
  Qty	The actual amount to bill, including the unit of measure for billing lines with Billing Basis of per Unit of Measure. (The Total for the line is calculated as Qty multiplied by Rate.)
  Description	A description of what is being billed, such as you might place on an invoice. Optional.
  Rate	The unit amount to charge.
  Total	The total for the line, calculated as Qty multiplied by Rate.

  History Tab
  Date	Date the sales order was modified.
  User	User who made the change
  Event	The type of activity: Create, Edit, Cancelled, etc.
  Items
  Line #	The system generated line number for the sales order.
  Item #	The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.
  Description	The description of the item # from the item master.
  Requested ship date	The date the item must be shipped. For reference only; setting this date does not automate any function.
  Ordered qty	The amount being ordered.
  Pending qty	The amount that has not been shipped, that is, the amount that must be shipped in order for the sales order to be closed. Calculated as Expected qty minus Previously shipped qty. This amount is 0 before the order is Approved and after the order is Closed.
  Previously shipped qty	The amount that already shipped against the sales order (only displayed for an existing sales order). Note that the Previously shipped qty is the amount that has physically left the warehouse. For example, if the Previously shipped qty is equal to the Ordered qty, but the Pending qty is not zero yet, it means that the entire sales order was shipped but the shipment was voided, and there is still Pending qty that must be shipped before the sales order can close.
  Expected qty	The total amount that can possibly be shipped against the sales order. Usually, this amount is equal to the Ordered qty. However, if you overship or undership against this order, this amount is updated to reflect that change. The Ordered qty is not. For example, if you have a sales order for 10 boxes of light bulbs and you ship out 12 boxes, the Ordered qty is 10 boxes and the Expected qty is 12 boxes. This field is only available if you customize the page.
  Unplanned qty	The amount that has not yet been shipped or scheduled to be shipped. This amount starts out as equal to the Ordered qty, but decreases when you save or ship shipments. For example, if you have a sales order for 10 boxes of light bulbs and you ship 4 boxes and create a saved shipment for 4 more boxes, the Unplanned qty is now 2 boxes. (If you cancel the saved shipment, the Unplanned qty goes up to 6 boxes, because you have shipped 4 boxes and do not have any other shipments scheduled against this sales order.) This field is only available if you customize the page.
  Item Status	Saved, Approved, In Progress, Closed, or Cancelled. The item status follows the sales order status, above.
  Current Unit Price (Unit price)	The price of the item (read-only). When you create a sales order, the Current Unit Price defaults to the sales price specified in the item master. When you edit the Ordered qty unit of measure or key in an Override Unit Price for the item, this field is automatically updated when you save the sales order. This field is listed as Unit Price when you are viewing the sales order.
  Override Unit Price	The price of the item in the Ordered qty units of measure, if different from the displayed Current Unit Price.
  Total Item Price	The line total (quantity x unit price).
  Lot #	The lot number. If the item master is marked Pick on item attributes, enter the Lot #, including wildcards ('*' for one or more characters and '?' for exactly one character). All inventory items used to fulfill this sales order item must have a matching Lot #.
  License #	The license number. If the item master is marked Pick on item attributes, enter the License #. All inventory items used to fulfill this sales order item must have a matching License #.
  Serial #	The serial number. If the item master is marked Pick on item attributes, enter the Serial #, including wildcards ('*' for one or more characters and '?' for exactly one character). All inventory items used to fulfill this sales order item must have a matching Serial #.
  Expire Date	The expiration date. If the item master is marked Pick on item attributes, enter the Expire Date. All inventory items used to fulfill this sales order item must have a matching Expire Date.
  Product ID	The Item number that the Vendor for this product uses. If the item master is marked Pick on item attributes, enter the Product ID, including wildcards ('*' for one or more characters and '?' for exactly one character). All inventory items used to fulfill this sales order item must have a matching Product ID.
  Dim Wt	The total dimensional weight of the line item. The default value is calculated from the item master and the Ordered qty, but you can edit it here if needed. This field is only available if you customize the page.
  Cube	The total cube or volume of the line item. The default value is calculated from the item master and the Ordered qty, but you can edit it here if needed. This field is only available if you customize the page.
  Pallets	the total number of pallets of this line item. The default value is calculated from the item master and the Ordered qty, but you can edit it here if needed. This field is only available if you customize the page.
  Pallets Filled	The total number of pallets filled by this line item, calculated from the item master and the Ordered qty. This field is different from Pallets only when you have some partial pallets. For example, if 10 cs fit on one pallet and you have 15 cs, then you have 1.5 Pallets Filled, but 2 Pallets. This field is only available if you customize the page.
  Pallet Packing Ratio	The Ordered qty divided by the possible quantity given the number of pallets. It is a measure of how full the pallets are: the Pallet Packing Ratio is 1.0 only when all pallets are completely full. For example, if 10 cs fit on one pallet and you have 15 cs and 2 Pallets, then the Pallet Packing Ratio is (15 / (10 * 2)) = (15 / 20) = 0.75. This field is only available if you customize the page.
  Totals
  Total amount	The sum of the line items on the SO.
  Total weight	The total weight of the items on the order. The weight is listed separately for each different weight unit of measure for the items listed. For instance, if the item masters for all items listed use pounds as the weight unit of measure, Total weight is displayed in pounds. If some item masters use pounds and some use ounces, Total weight is displayed partly in pounds and partly in ounces.
  Total qty	The total quantity of the items on the order. The quantity is listed separately for each unit of measure on the order.

• Receipt screen field descriptions
  General Receipt Information (In the top section of the screen)
  Receipt date		The date of record for the receipt. Requires proper formatting (mm/dd/yyyy).
  Use as item receipt date		If checked, instructs SmartTurn to use the date selected in the Receipt date field as the Item receipt date for each item on this receipt. If left unchecked, the Item receipt date remains null (users can Edit a receipt line item to change the Item receipt date on an individual item). Regardless of whether the Item receipt date is inherited from the receipt, or null, users can edit the Item receipt date in any individual item record in inventory.
  Due date		The date the receipt is/was due to be received. For reference only; setting this date does not automate any functions.
  Scheduled receipt date		The date the receipt is planned to be received in.
  Assigned To		The employee who is tasked with completing this receipt.
  Priority		The priority for the receipt. This field is sorted in lexicographical order, so note that in order to have priority "1" documents listed first, you should enter "01" in this field.
  Received by		The user who received the goods.
  Vendor		The vendor the goods were from. The Code of the business affiliate is listed when viewing the receipt.
  Owner		Often used for 3PL (3rd Party Logistics) operations to specify the owner of the items on the Receipt. Enter only if applicable. Type in a full or partial name to lookup an owner from your company's business affiliates. More info... If you enter an Owner on the receipt, then all of the other business affiliates on the document must have a Business Affiliate Owner that is either not set or is set to the Owner on the receipt, and all of the receipt items must have an item master Owner that is either not set or is set to the Owner on the receipt. The Code of the business affiliate is listed when viewing the receipt.
  Broker		If applicable, the third-party agent or intermediary responsible for conducting transactions and services on your company's behalf or on behalf of the owner of the items on this Receipt. More info... The Code of the business affiliate is listed when viewing the receipt.
  Carrier		The carrier providing inbound transportation logistics services for this Receipt. More info... The Code of the business affiliate is listed when viewing the receipt.
  Receipt #		The unique identifier for the receipt created by SmartTurn.
  Warehouse		The warehouse receiving the goods.
  Date created		Date the receipt record was created.
  Created by		The user who created the receipt.
  Date received		Date the receipt was received in SmartTurn. If the receipt status is Saved (instead of Shipped), the field is blank.
  Status		The state of the receipt. Values include: Saved - This state indicates the receipt has been created. From this status you can edit, receive, or cancel the shipment. Closed - This state indicates that the receipt has received. No more actions can be taken on the receipt. Cancelled - This state indicates that the receipt has been cancelled. No more actions can be taken on the receipt.
  Receipt Details Tab
  Shipment reference		The vendor's shipment reference number.
  Container #		The ID for the container that delivered the received items.
  Dock #		The number for the dock where the received items were unloaded.
  Bill of lading		The number for the shipping list generated by the party shipping the goods to the warehouse.
  Billing Tab

  General Billing Information The Billing Tab is only present if this document has an Owner specified in the header.
  Billing Status	The status of the billing section: Saved, Closed, or Cancelled.
  Total Billable Amount	The total amount to bill the Owner. The sum of the Totals of each line in the Billing Lines table.
  Billing Lines table
  Line #	The system generated line number for the billing line.
  Charge Type	The name of the charge type.
  General Ledger Code	The general ledger account number associated with the charge type.
  Billing Basis	The Billing Basis answers the question: "How should the amount to bill be calculated?" The options for Billing Basis are per Document, per Line, per Unit of Measure, and ad Hoc (only used for manually added billing lines).
  Computed Qty	The system's suggestion of the quantity to bill. (The Total for the line is calculated as Qty multiplied by Rate; Computed Qty has no effect on the total for the line.)
  Qty	The actual amount to bill, including the unit of measure for billing lines with Billing Basis of per Unit of Measure. (The Total for the line is calculated as Qty multiplied by Rate.)
  Description	A description of what is being billed, such as you might place on an invoice. Optional.
  Rate	The unit amount to charge.
  Total	The total for the line, calculated as Qty multiplied by Rate.

  Comments Tab
  Comments	Optional comments regarding the receipt. Limit 200 characters.
  History Tab
  Date	Date the receipt was modified.
  User	User who made the change.
  Event	The type of activity: Create, Edit, Cancelled, etc.
  Receipt Items table
  Line #	The system generated line number for the receipt.
  Item #	The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.
  Description	The description of the item # from the item master.
  Lot #	The lot number assigned to the item. The value comes from the purchase order, if any, but can be edited here.
  License #	The license number assigned to the item.
  Serial #	The serial number assigned to the item.
  Product ID	The ID the vendor has assigned to the item.
  Ordered qty	The amount ordered for the purchase order received. (This field is only visible when receiving off a purchase order.)
  Received qty	The amount being received on this receipt.
  Maximum Available Qty	The maximum amount that the Received qty can be without over-receiving the order. For example, if the purchase order calls for 10 boxes of light bulbs to be received, and you already received 6 boxes on another receipt, then the Maximum Available Qty is 4 boxes. This field is only available if you customize the page.
  Expire date	For perishable goods: the expiration date associated with an inventory item. For reference only: The SmartTurn system will not alert or prompt you when the date passes. The system also does not prevent you from assigning an expiration date in the past or far into the future. Format is mm/dd/yyyy. Items on the receipt that are Expiration Date Controlled cannot be received without an Expire date.
  Dim Wt	The total dimensional weight of the line item. The default value is taken from the purchase order, if there is one, or calculated from the item master and Received qty, if there is not. You can edit it here if needed. This field is only available if you customize the page.
  Cube	The total cube or volume of the line item. The default value is taken from the purchase order, if there is one, or calculated from the item master and Received qty, if there is not. You can edit it here if needed. This field is only available if you customize the page.
  Pallets	The total number of pallets of this line item. The default value is taken from the purchase order, if there is one, or calculated from the item master and Received qty, if there is not. You can edit it here if needed. This field is only available if you customize the page.
  Pallets Filled	The total number of pallets filled by this line item, The default value is take from the purchase order, if there is one, or calculated from the item master and the Received qty, if there is not. This field is different from Pallets only when you have some partial pallets. For example, if 10 cs fit on one pallet and you have 15 cs, then you have 1.5 Pallets Filled, but 2 Pallets. This field is only available if you customize the page.
  Pallet Packing Ratio	The amount of inventory on this line item divided by the possible quantity given the number of pallets. It is a measure of how full the pallets are: the Pallet Packing Ratio is 1.0 only when all pallets are completely full. For example, if 10 cs fit on one pallet and you have 15 cs and 2 Pallets, then the Pallet Packing Ratio is (15 / (10 * 2)) = (15 / 20) = 0.75. This field is only available if you customize the page.
  Putaway Unit	The unit of measure in which the inventory item is stored. More info... This field is only available if you customize the page.
  Putaway Dim Wt	The total dimensional weight of the inventory item when it is stored. This field is only available if you customize the page.
  Putaway Cube	The total cube or volume of the inventory item when it is stored. This field is only available if you customize the page.
  Putaway Pallets	The total number of pallets on which the inventory item will be stored (if the inventory is not consolidated with any other existing, identical inventory items). This field is only available if you customize the page.
  Putaway Pallets Filled	The total number of pallets filled by this inventory item. This quantity is different from Putaway Pallets only when you have some partial pallets. For example, if 10 cs fit on one pallet and you have 15 cs, then you have 1.5 Pallets Filled but 2 Pallets. This field is only available if you customize the page.
  Putaway Pallet Packing Ratio	The amount of inventory being put away divided by the possible quantity given the number of pallets. It is a measure of how full the pallets are. This field is only available if you customize the page.
  Location	The location where the item is put away upon receipt. If you key in this value, SmartTurn provides auto-complete suggestions for only those locations that have unused capacity. Similarly, if you choose the Put to Same Loc option, the Location finder screen displays only locations with unused capacity.
  Totals
  Total weight	The total weight of the items on the receipt. The weight is listed separately for each different weight unit of measure for the items listed. For instance, if the item masters for all items listed use pounds as the weight unit of measure, Total weight is displayed in pounds. If some item masters use pounds and some use ounces, Total weight is displayed partly in pounds and partly in ounces.
  Total qty	The total quantity of the items on the receipt. The quantity is listed separately for each unit of measure on the receipt.
  Additional Receipt Items fields (In the detail screen if you check the box and then view or edit the line item)
  Group	The Item Master Group to which this item belongs. This is an optional classification of item masters created by the administrator. The default group is "All". (If the group is "All" it usually means that your company has not assigned an item master group to this inventory's item master.)
  Details	Miscellaneous details about the item.
  PO Number/Line	The purchase order number and the corresponding line item (row) of the purchase order on which this item appeared.
  Owner reference	The reference field the owner of this item uses for tracking purposes.
  Customer ref #	The reference field the customer of this item uses for tracking purposes.
  Condition	The condition of the item. Values are: Damage, Excellent, Fair, Good, Poor, Unknown.

• Shipment screen field descriptions
  General Shipment Information (In the top section of the screen)
  Shipment date		The date of record for the shipment. Requires proper formatting (mm/dd/yyyy).
  Due date		The date the shipment is/was due to be delivered to the customer. For reference only; setting this date does not automate any functions.
  Scheduled Shipment date		The date the shipment is planned to be shipped out.
  Assigned To		The employee who is tasked with completing this shipment.
  Load reference		A means for you to manually key in a reference number for an outbound shipment. It can be used for anything you want to keep track of: load id, route #, an internal shipment number, etc.
  Priority		The priority for the shipment. This field is sorted in lexicographical order, so note that in order to have priority "1" documents listed first, you should enter "01" in this field.
  Owner		Often used for 3PL (3rd Party Logistics) operations to specify the owner of the items on the Shipment. Enter only if applicable. Type in a full or partial name to lookup an owner from your company's Business Affiliates. More info... If you enter an Owner on the shipment, then all of the other business affiliates on the document must have a Business Affiliate Owner that is either not set or is set to the Owner on the shipment. Additionally, all of the shipment items must have an Owner that is either not set or is set to the Owner on the shipment The Code of the business affiliate is listed when viewing the shipment.
  Broker		If applicable, the third-party agent or intermediary responsible for conducting transactions and services on your company's behalf or on behalf of the owner of the items on this Shipment. More info... It is possible for the Shipment broker to be different from the broker(s) of the individual Shipment Items. The Code of the business affiliate is listed when viewing the shipment.
  Carrier		The carrier providing outbound transportation logistics services for this Shipment. More info... The Code of the business affiliate is listed when viewing the shipment.
  Shipment #		The ID for the shipment. This number is automatically generated by SmartTurn.
  Status		The state of the shipment. Values include: Saved - This state indicates the shipment has been created, and inventory has been soft allocated for the shipment. From this status you can edit, ship, or cancel the shipment. Closed - This state indicates that the shipment has shipped. From this status you can parcel post the shipment. You can also void some or all of the shipment lines. Cancelled - This state indicates that the shipment has been cancelled. No more actions can be taken on the shipment. Committed - This state indicates that the shipment has been sent to a third party application, and that the third party application is relying on the data to remain unchanged.
  Wave #		Alphanumeric ID for this set of work, generated by the system when this set of work is initiated. Unique in the tenant. A shipment becomes part of a set of work either through batch creation or batch shipping. All documents involved in fulfilling this set of work have the same Wave #. For a batch of shipments, this includes: the sales orders and the shipments.
  Voided		Whether or not the shipment has been voided. Values are no, meaning no voiding has taken place, or yes, meaning some voiding has taken place: at least one shipment line has been partially voided or voided. This field only appears on shipment list views.
  Date shipped		Date the shipment was shipped in SmartTurn. If the shipment status is Saved (instead of Shipped), the field is blank.
  Date created		The date the shipment record was first created.
  Created by		The person who created the record.
  Ship To Tab
  Ship to customer		The name of the company/location where the sales order is being sent. Type in a full or partial name to lookup a customer from your company's Business Affiliates. More info... This value is copied from the sales order, if any. The Code of the business affiliate is listed when viewing the shipment.
  Override ship to customer		Whether or not to override the Ship to customer (above). If checked, enter a name for the customer. For example, if the Ship to customer Business Affiliate is Target, you might check the Override ship to customer and enter "Target - Store 824". This value is copied from the sales order, if any.
  Ship to contact		Customer contact person.
  Ship to contact phone		Phone number of the contact person.
  Ship to address fields		The address where the shipment is being shipped. Select the Map It link to view the address graphically.
  Ship From Tab
  All the fields under the Ship From tab are pre-filled from the Contact and Address information under Administration>Warehouses.
  Warehouse		The warehouse from which the goods are being shipped.
  Ship from contact		Contact person at the shipping warehouse.
  Ship from contact phone		The number of the contact person at the warehouse.
  Shipped via		How the shipment was sent.
  Ship from address fields		The address where the goods were shipped from.Select the Map It link to view the address graphically.
  Bill To Tab
  Bill to customer		The Customer (from the Ship To tab) that is purchasing and being billed for these goods.
  Bill to contact		The Sales order contact for this Customer.
  Bill to phone		The phone number of the Sales order contact for this Customer.
  Bill to address fields		The Bill To address information for this Customer. Select the Map It link to view the address graphically.
  Billing Tab

  General Billing Information The Billing Tab is only present if this document has an Owner specified in the header.
  Billing Status	The status of the billing section: Saved, Closed, or Cancelled.
  Total Billable Amount	The total amount to bill the Owner. The sum of the Totals of each line in the Billing Lines table.
  Billing Lines table
  Line #	The system generated line number for the billing line.
  Charge Type	The name of the charge type.
  General Ledger Code	The general ledger account number associated with the charge type.
  Billing Basis	The Billing Basis answers the question: "How should the amount to bill be calculated?" The options for Billing Basis are per Document, per Line, per Unit of Measure, and ad Hoc (only used for manually added billing lines).
  Computed Qty	The system's suggestion of the quantity to bill. (The Total for the line is calculated as Qty multiplied by Rate; Computed Qty has no effect on the total for the line.)
  Qty	The actual amount to bill, including the unit of measure for billing lines with Billing Basis of per Unit of Measure. (The Total for the line is calculated as Qty multiplied by Rate.)
  Description	A description of what is being billed, such as you might place on an invoice. Optional.
  Rate	The unit amount to charge.
  Total	The total for the line, calculated as Qty multiplied by Rate.

  Voided Items Tab
  Line #	The system generated line number for the voided item.
  Shipment Line #	The line number on the shipment for this item.
  Item #	The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.
  Description	The description of the item # from the item master.
  Lic #	The license number assigned to the item.
  Qty Voided	The amount of the item being cancelled.
  Location	The location for item putaway. The default value is the location that the item was picked from when it was shipped out.
  Returned to Inventory	Whether or not to return the Qty Voided to inventory.
  History Tab
  Date	Date the shipment was modified.
  User	User who made the change.
  Event	The type of activity: Create, Edit, Cancelled, etc.
  Last modified date	Available only on the exports: the date of the most recent History record, that is, that date that the shipment was most recently modified.
  Parcel Post Tab
  The Parcel Post tab is only available if the appropriate permissions are turned on under Administration>Roles>Fulfillment tab>Parcel Post. Because parcel posting may require third party integration, you must contact your SmartTurn representative to obtain the third party application. For more information about ShipRush, see the ShipRush product documentation and select the ShipRush application you are using.
  Parcel Carrier	The name of the parcel carrier. Shipment carrier indicates the carrier is the same as the Carrier from the shipment header. ShipRush in the name of the carrier indicates that the parcel posting is using the ShipRush third party application.
  Service Type	The type of service the Parcel Carrier is providing, for example "2nd Day Air", "Overnight", or "Priority". If you are parcel posting with ShipRush: you can optionally set this field in SmartTurn and then can override it ShipRush. If you do not set this field, your ShipRush default is used instead. (You also have the opportunity to change this from within the ShipRush application.) This field is populated by ShipRush after the shipment is parcel posted with the final value chosen.
  Parcel Account #	Your company's account number with the selected Parcel Carrier. If you are parcel posting with ShipRush, the Parcel Account # is passed to ShipRush. It can be edited in ShipRush. ShipRush then updates this field in SmartTurn after the shipment is parcel posted.
  Parcel Post Status	The state of the shipment with respect to parcel posts. Values include: Not Posted - This state indicates that the shipment has not been parcel posted in SmartTurn. In Progress - This state indicates that the shipment has been parcel posted from SmartTurn using a third party application. The parcel post information has been sent from SmartTurn to the third party application. Posted - This state indicates that the shipment has been parcel posted in SmartTurn in one of two ways: manually - the user has clicked OK from the Parcel Post screen and saved the information entered; using a third party application - the parcel post information has been sent from SmartTurn to the third party application, ShipRush. The user has completed entering information in the ShipRush application and clicked "Ship." The parcel post information has been sent from ShipRush back to SmartTurn.
  Auto Print Shipment Label	Whether or not to automatically print the shipment label from ShipRush. If the package weight is known to ShipRush, either because a default package weight is set in ShipRush or because ShipRush is connected to an electronic scale, the shipment label is automatically printed when the SmartTurn shipment is parcel posted. The ShipRush application is never displayed. This field is only relevant if the Parcel Carrier field is set to one of the ShipRush options.
  Total Est Charges	The estimated cost of parcel posting the shipment. Note that this may be different from the final amount invoiced by the parcel carrier. If you are parcel posting with ShipRush, this field is read-only and is populated by ShipRush after the shipment is parcel posted.
  Num of Packages	The number of packages (boxes) in which this shipment was sent. If you are parcel posting with ShipRush, this field is read-only and is populated by ShipRush after the shipment is parcel posted.
  Tracking #	The tracking number for the shipment. If you are parcel posting with ShipRush, this field is read-only and is populated by ShipRush after the shipment is parcel posted.
  Tracking URL	Click this field to open a new browser window and view the tracking information provided by the Parcel Carrier. If you are parcel posting manually, you must enter a valid URL of the form http://.... If you are parcel posting with ShipRush, this field is read-only and is populated by ShipRush after the shipment is parcel posted.
  Actual Weight	The total weight of all the packages (boxes) in this shipment. Note that this field may be different than the Total weight listed at the bottom of the Shipment Items table, for example because of extra packaging, or because of picking errors. The Total weight from below the Shipment Items table is the expected weight based on the weight units of measure of the item masters in the shipment. You can set the weight unit of measure for each item master under Operations>Item Masters. The Actual Weight is the weight of the boxes being shipped as entered into the ShipRush application. If you are parcel posting with ShipRush, this field is read-only and is populated by ShipRush after the shipment is parcel posted.
  Parcel Company	The name of the customer the parcel posted shipment was sent to. If you are parcel posting with ShipRush, this field is read-only and is populated by ShipRush after the shipment is parcel posted. This field is different from the Ship to customer name on the SmartTurn Ship To tab only if you change the "Company" in ShipRush.
  Parcel Contact	Customer contact person for the customer the parcel posted shipment was sent to. If you are parcel posting with ShipRush, this field is read-only and is populated by ShipRush after the shipment is parcel posted. This field is different from the Ship to contact on the SmartTurn Ship To tab only if you change the "Name" in ShipRush.
  Parcel Phone	Phone number of the contact person for the customer the parcel posted shipment was sent to. If you are parcel posting with ShipRush, this field is read-only and is populated by ShipRush after the shipment is parcel posted. This field is different from the Ship to contact phone on the SmartTurn Ship To tab only if you change the "Phone" in ShipRush.
  Parcel address fields	The address where the parcel posted shipment was sent. If you are parcel posting with ShipRush, this field is read-only and is populated by ShipRush after the shipment is parcel posted. This field is different from the Ship to address fields on the SmartTurn Ship To tab only if you change the address fields in ShipRush. Select the Map It link to view the address graphically.
  Reference 1	This is a field in ShipRush. If you are parcel posting with ShipRush, this field is set to the Shipment # and Owner of the SmartTurn shipment, once the SmartTurn shipment has been parcel posted to ShipRush.
  Reference 2	This is a field in ShipRush. if you are parcel posting with ShipRush, this field is set to the External # of the SmartTurn shipment, once the SmartTurn shipment has been parcel posted to ShipRush.
  Shipment Items table
  Line #	The system generated line number for the shipment.
  SO#/Line#	This column displays two pieces of data, divided by a slash. (If the shipment was created outside of a sales order, this column will not appear.) The first piece of data is the number of the Sales Order from which this shipment draws its inventory. The second piece of data is the corresponding line number on the Sales Order for this inventory item.
  Ordered Qty	The quantity of this item, in this specific location, that was ordered on the original sales order, if any.
  Item Status	Saved - Items that are part of a Saved shipment, and have not been shipped. The inventory is soft allocated for this shipment. Closed - Items that are part of a Closed shipment, and have been shipped. Cancelled - Items that are part of a Cancelled shipment. They have not been shipped and cannot be shipped or modified. They are no longer soft allocated to this shipment. Committed - Items that are part of a Committed shipment, and have been sent to a third party application.
  Item #	The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.
  Description	The description of the Item # from the item master.
  Serial #	The serial number assigned to the item.
  Lot #	The lot number assigned to the item.
  License #	The license number assigned to the item.
  Expire date	The expire date assigned to this shipment item.
  Product ID	The Item number that the Vendor for this product uses.
  Qty Shipped	The amount of the item shipped.
  Qty Voided	The total amount of the line item that has been voided. For example, if the Qty Shipped was 8 ea, and you have voided this shipment item twice, once with a Qty Voided of 4 ea and once with a Qty Voided of 3 ea, then this column shows 7 ea, for the total amount voided against this shipment line. This field is only available if you customize the page.
  Maximum Available Qty	The maximum amount that the Qty Shipped can be without overshipping the order. For example, if the sales order calls for 10 boxes of light bulbs to be shipped, and you already shipped out 6 boxes on another shipment, then the Maximum Available Qty is 4 boxes. This field is only available if you customize the page.
  Weight	The weight of the item's quantity in the shipment, based on the weight unit of measure in the item master. This field is being deprecated in favor of Dim Wt, see below.
  Location	The location where the quantity was picked from.
  Current Unit Price (Unit price)	The price of the item (read-only). When you create a shipment, the Current Unit Price defaults to the unit price specified in the sales order (or to the sales price specified in the item master, if this is an express shipment). When you edit the Quantity unit of measure or key in an Override Price for the item, this field is automatically updated when you save or ship the shipment. This field is listed as Unit Price when you are viewing the shipment.
  Override Price	The price of the item in the Quantity units of measure, if different from the displayed Current Unit Price.
  Total Item Price	The line total (quantity x unit price).
  Dim Wt	The total dimensional weight of the line item. The default value is taken from the inventory item being shipped. (If the item is not Based on Measurement Unit, the default value is taken from the sales order, if there is one, or calculated from the item master and Qty Shipped, if there is not.) You can edit it here if needed. This field is only available if you customize the page.
  Cube	The total cube or volume of the line item. The default value is taken from the inventory item being shipped. (If the item is not Based on Measurement Unit, the default value is taken from the sales order, if there is one, or calculated from the item master and Qty Shipped, if there is not.). You can edit it here if needed. This field is only available if you customize the page.
  Pallets	The total number of pallets of this line item. The default value is taken from the inventory item being shipped. (If the item is not Based on Measurement Unit, the default value is taken from the sales order, if there is one, or calculated from the item master and Qty Shipped, if there is not.) You can edit it here if needed. This field is only available if you customize the page.
  Pallets Filled	The total number of pallets filled by this line item. The default value is taken from the inventory item being shipped. (If the item is not Based on Measurement Unit, the default value is taken from the sales order, if there is one, or calculated from the item master and Qty Shipped, if there is not.) This field is different from Pallets only when you have some partial pallets. For example, if 10 cs fit on one pallet and you have 15 cs, then you have 1.5 Pallets Filled, but 2 Pallets. This field is only available if you customize the page.
  Pallet Packing Ratio	The amount of inventory on this line item divided by the possible quantity given the number of pallets. It is a measure of how full the pallets are: the Pallet Packing Ratio is 1.0 only when all pallets are completely full. For example, if 10 cs fit on one pallet and you have 15 cs and 2 Pallets, then the Pallet Packing Ratio is (15 / (10 * 2)) = (15 / 20) = 0.75. This field is only available if you customize the page.
  Pick Unit	The unit of measure in which the inventory item is being stored when it is picked. This is the same unit of measure that was used as the Putaway Unit when you received this item (unless you edited the inventory item after putting it away). This field is only available if you customize the page.
  Picked Dim Wt	The total dimensional weight of the inventory item when it is picked. This field is only available if you customize the page.
  Picked Cube	The total cube or volume of the inventory item when it is picked. This field is only available if you customize the page.
  Picked Pallets	The total number of pallets of the inventory item when it is picked. This field is only available if you customize the page.
  Picked Pallets Filled	The total number of pallets filled by this inventory item when it is picked. This quantity is different from Putaway Pallets only when you have some partial pallets. For example, if 10 cs fit on one pallet and you have 15 cs, then you have 1.5 Pallets Filled but 2 Pallets. This field is only available if you customize the page.
  Picked Pallet Packing Ratio	The amount of inventory being picked divided by the possible quantity given the number of pallets. It is a measure of how full the pallets are. This field is only available if you customize the page.
  Total Cost	The total cost (value) of the inventory on this line. This field is only available in the export.
  Total Price	The total price (sales price) of the inventory on this line. This field is only available in the export or if you customize the page.
  Shipment Totals (below the shipment items)
  Total price	The sum of the Total Price for each line item on the shipment.
  Total weight	The total shipment weight, based on the weight unit of measure for each item master. The weight is listed separately for each different weight unit of measure for the items listed. This field is being deprecated in favor of Total Dim Wt, see below.
  Total qty	The total quantity of items on the shipment. The quantity is listed separately for each unit of measure on the shipment.
  Total cube	The sum of the Cube for each line item on the shipment.
  Total pallets	The sum of the Pallets for each line item on the shipment.
  Total pallets filled	The sum of the Pallets Filled for each line item on the shipment.
  Total Dim Weight	The sum of the Dim Wt for each line item on the shipment.

• Inventory Item field descriptions
  Field	Description
  Item #	A unique number for the item master on file for your operation.
  Description	The description of the item from the item master.
  Group	The Item Master Group to which this item belongs. This is an optional classification of item masters created by the administrator. The default group is "All". (If the group is "All" it usually means that your company has not assigned an item master group to this inventory's item master.)
  Details	Optional details about the inventory item. (Not from the item master.)
  Serial #	The inventory item serial number.
  Location	The bin where the item is stored.
  Qty on hand	The quantity of the item in the selected location.
  Expire date	The date of expiration you can assign to this inventory item. See Working with the item-level expire date.
  Item receipt date	The date the item was received into inventory. The item inherits the date from the receipt, and it is editable while the item is in inventory.
  Classification	The inventory item classification. The item inherits the classification from the item master.
  Item Type	A type of item master, either Purchase, Cost, Build, Service. Purchase: A purchase is an item that can be bought. Cost: A cost is any item that is not sold as is. A cost can be used for manufacturing an item that will be sold, or it can be a necessary item for running the warehouse, like lightbulbs and toilet paper. All cost items are recorded as expenses. Build: A build is an item that you manufacture or assemble from cost items. Service: A service is any work that is provided, such as the assembly of a gift basket or the manufacture of a tool.Service: A service is any work that is provided, such as the assembly of a gift basket or the manufacture of a tool.
  General Ledger Code	The general ledger code for the item.
  Sales Price per Shipping Unit	Price of the item based on the shipping unit of measure, from the item master. This is the default value used in sales orders for this item.
  Hazardous	Whether the item is hazardous. Values are No, Yes.
  Method Acquired	Whether the inventory item was Purchased (brought into inventory through a purchase order or receipt) or Produced (manufactured and brought into inventory through a kit order).
  Product id	The Item number that the Vendor for this product uses.
  Owner reference	The reference number the owner of this item uses for tracking it.
  Owner	The owner of the inventory item. The Code of the business affiliate is listed when viewing the inventory item. Unlike the transaction records (POs, SOs, Receipts, and Shipments), where the assigned business affiliates must be active, an inventory item can have business affiliates that are either active or inactive in your system.
  Broker	The party conducting transactions on behalf of the owner of the inventory item. The Code of the business affiliate is listed when viewing the inventory item. Unlike the transaction records (POs, SOs, Receipts, and Shipments), where the assigned business affiliates must be active, an inventory item can have business affiliates that are either active or inactive in your system.
  Vendor	The vendor from whom this inventory item was received. This may or may not be the preferred vendor identified in the item master. The Code of the business affiliate is listed when viewing the inventory item. Unlike the transaction records (POs, SOs, Receipts, and Shipments), where the assigned business affiliates must be active, an inventory item can have business affiliates that are either active or inactive in your system.
  Customer ref #	The reference field the customer of this item uses for tracking purposes.
  Lot #	The number for the lot the inventory belongs to.
  Condition	The condition of the item. A drop-down is available.
  Last Cycle Count Date	The date the inventory item was most recently counted.
  Manufacturer	The manufacturer of the item.
  Manufacturer ID	The code for the manufacturer of the item.
  Manufacturer Item ID	The manufacturer's code for the item.
  UPC	Universal Product Code. The bar code for an item.
  EAN	Article Numbering Code.
  Dim Wt per UoM	The dimensional weight of the inventory item per unit of measure in which the inventory item is stored.
  Dim Wt	The total dimensional weight of the inventory item.
  Cube per UoM	The cube or volume of the inventory item per unit of measure in which the inventory item is stored.
  Cube	The total cube or volume of the inventory item.
  Pallets	The total number of pallets on which the inventory item is stored.
  Pallets Filled	The total number of pallets filled by this inventory item. This quantity is different from Pallets only when you have some partial pallets. For example, if 10 cs fit on one pallet and you have 15 cs, then you have 1.5 Pallets Filled but 2 (or more) Pallets.
  Pallet Packing Ratio	The amount of inventory divided by the possible quantity given the number of pallets. It is a measure of how full the pallets are: the Pallet Packing Ratio is 1.0 only when all pallets are completely full. For example, if 10 cs fit on one pallet and you have 15 cs and 2 Pallets, then the Pallet Packing Ratio is (15 / (10 * 2)) = (15 / 20) = 0.75
  License Numbers
  This section lists all quantities of this item in this location to which you have assigned license numbers.
  Quantity	Quantity of the item assigned to the license number.
  License #	The license number.
  Hold	Hold Type - A hold that prevents any item assigned that license (tag) from being shipped (transfers are ok). Warn Type - A hold on a license (tag) that throws a warning when any items with the license (tag) are added to a shipment (transfers are ok).
  Soft Allocations
  This sections lists all quantities of this item which are soft allocated, that is, reserved for a specific operation in the warehouse.
  Quantity	Amount of the inventory that is soft allocated.
  License #	The license # of the inventory that is soft allocated.
  Document #	The SmartTurn document to which the inventory is soft allocated, for example, SI-000018 or BT-000003.
  Line #	The Line # from the Items table of the document to which the inventory is soft allocated.
  Soft Allocation Type	Fulfillment - the inventory is soft allocated to a shipment or a kit (as Component Items); it will be removed from the warehouse or used up as a result of this pending warehouse operation Edit - the inventory is soft allocated to an adjustment, bin transfer, or cycle count; some of its properties (such as quantity or location) will be changed as a result of this pending warehouse operation

• Adjustment field descriptions
  General Adjustment information (In the top section of the screen)
  Adjustment #		The ID for the adjustment. This number is automatically generated by SmartTurn.
  Warehouse		The warehouse in which the adjustment takes place.
  Created date		The date the adjustment record was first created.
  Created by		The person who created the adjustment record.
  Status		The status of the adjustment. Values include: New - This state indicates that the adjustment has not yet been saved. If you navigate to a different screen within SmartTurn, this adjustment will not be saved. Saved - This state indicates that the adjustment has been created. From this status you can edit, adjust (close), or cancel the adjustment. Closed - This state indicates that the adjustment items have been updated to their new quantity. No more actions can be taken on the adjustment. Cancelled - This state indicates that the adjustment has been cancelled. The items were not updated. No more action can be taken on the adjustment.
  Complete Date		The date the adjustment record was closed.
  Transaction Date		The actual date the adjustment took place.
  Transacted By		The person who adjusted the items.
  Owner		Often used for 3PL (3rd Party Logistics) operations to specify the owner of the items on the adjustment. Enter only if applicable. Type in a full or partial name to look up an owner from your company's Business Affiliates. More info... If you enter an Owner on the adjustment, then all of the adjustment items must have an Owner that is either not set or is set to the Owner on the adjustment. The Code of the business affiliate is listed when viewing the adjustment.
  Priority		The priority for the adjustment. This field is sorted in lexicographical order, so note that in order to have priority "1" documents listed first, you should enter "01" in this field.
  Comments Tab
  Comments		Optional comments regarding the adjustment.
  History Tab
  Date		Date the adjustment was modified.
  User		User who made the change.
  Event		The type of activity: Create, Modify, etc.
  Billing Tab

  General Billing Information The Billing Tab is only present if this document has an Owner specified in the header.
  Billing Status	The status of the billing section: Saved, Closed, or Cancelled.
  Total Billable Amount	The total amount to bill the Owner. The sum of the Totals of each line in the Billing Lines table.
  Billing Lines table
  Line #	The system generated line number for the billing line.
  Charge Type	The name of the charge type.
  General Ledger Code	The general ledger account number associated with the charge type.
  Billing Basis	The Billing Basis answers the question: "How should the amount to bill be calculated?" The options for Billing Basis are per Document, per Line, per Unit of Measure, and ad Hoc (only used for manually added billing lines).
  Computed Qty	The system's suggestion of the quantity to bill. (The Total for the line is calculated as Qty multiplied by Rate; Computed Qty has no effect on the total for the line.)
  Qty	The actual amount to bill, including the unit of measure for billing lines with Billing Basis of per Unit of Measure. (The Total for the line is calculated as Qty multiplied by Rate.)
  Description	A description of what is being billed, such as you might place on an invoice. Optional.
  Rate	The unit amount to charge.
  Total	The total for the line, calculated as Qty multiplied by Rate.

  Adjust Items table
  Line #	The system generated line number for the adjustment item.
  Item #	The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.
  Description	The description of the Item # from the item master.
  Lic #	The license number assigned to the item.
  Serial #	The serial number assigned to the item.
  Lot #	The lot number assigned to the item.
  Current location	The location of the item.
  Current qty	The quantity of the item before the adjustment.
  New Quantity	The quantity of the item after the adjustment.
  Adjustment Reason	The reason for the adjustment.
  Item Status	New - Items that are part of a New adjustment, and have not been saved. Saved - Items that are part of a Saved adjustment, and have not been updated. Closed - Items that are part of a Closed adjustment, and have been updated to their new quantity. Cancelled - Items that are part of a Cancelled adjustment. They have not been updated and cannot be updated or modified.

• Bin Transfer field descriptions
  General Bin Transfer information (In the top section of the screen)
  Bin Transfer #		The ID for the bin transfer. This number is automatically generated by SmartTurn.
  Warehouse		The warehouse in which the bin transfer takes place.
  Date created		The date the bin transfer record was first created.
  Created by		The person who created the bin transfer record.
  Status		The status of the bin transfer. Values include: New - This state indicates that the transfer has not yet been saved. If you navigate to a different screen within SmartTurn, this transfer will not be saved. Saved - This state indicates that the transfer has been created. From this status you can edit, transfer (close), or cancel the bin transfer. Closed - This state indicates that the transfer items have been moved to their new location. No more actions can be taken on the bin transfer. Cancelled - This state indicates that the transfer has been cancelled. The items were not moved. No more action can be taken on the bin transfer.
  Complete Date		The date the bin transfer record was closed.
  Transaction Date		The actual date the bin transfer took place.
  Transacted By		The person who transferred the items.
  Owner		Often used for 3PL (3rd Party Logistics) operations to specify the owner of the items on the bin transfer. Enter only if applicable. Type in a full or partial name to look up an owner from your company's Business Affiliates. More info... If you enter an Owner on the bin transfer, then all of the transfer items must have an Owner that is either not set or is set to the Owner on the transfer. The Code of the business affiliate is listed when viewing the bin transfer.
  Priority		The priority for the bin transfer. This field is sorted in lexicographical order, so note that in order to have priority "1" documents listed first, you should enter "01" in this field.
  Comments Tab
  Comments		Optional comments regarding the bin transfer.
  History Tab
  Date		Date the bin transfer was modified.
  User		User who made the change.
  Event		The type of activity: Create, Modify, etc.
  Billing Tab

  General Billing Information The Billing Tab is only present if this document has an Owner specified in the header.
  Billing Status	The status of the billing section: Saved, Closed, or Cancelled.
  Total Billable Amount	The total amount to bill the Owner. The sum of the Totals of each line in the Billing Lines table.
  Billing Lines table
  Line #	The system generated line number for the billing line.
  Charge Type	The name of the charge type.
  General Ledger Code	The general ledger account number associated with the charge type.
  Billing Basis	The Billing Basis answers the question: "How should the amount to bill be calculated?" The options for Billing Basis are per Document, per Line, per Unit of Measure, and ad Hoc (only used for manually added billing lines).
  Computed Qty	The system's suggestion of the quantity to bill. (The Total for the line is calculated as Qty multiplied by Rate; Computed Qty has no effect on the total for the line.)
  Qty	The actual amount to bill, including the unit of measure for billing lines with Billing Basis of per Unit of Measure. (The Total for the line is calculated as Qty multiplied by Rate.)
  Description	A description of what is being billed, such as you might place on an invoice. Optional.
  Rate	The unit amount to charge.
  Total	The total for the line, calculated as Qty multiplied by Rate.

  Transfer Items table
  Line #	The system generated line number for the bin transfer item.
  Item #	The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.
  Description	The description of the Item # from the item master.
  Current qty	The quantity of the item in the Current (Original) location, prior to the bin transfer.
  Transfer qty	The quantity of the item as transferred.
  Location to	The location where the item is in inventory after the transfer takes place.
  Current location / Original location	The location where the item was in inventory before the transfer took place. This field is named Current location on saved bin transfers, and Original location on closed bin transfers and on the bin transfer items list.
  Transfer reason	The reason for the bin transfer.
  Item Status	New - Items that are part of a New bin transfer, and have not been saved. Saved - Items that are part of a Saved bin transfer, and have not been moved. Closed - Items that are part of a Closed bin transfer, and have been moved to their new location. Cancelled - Items that are part of a Cancelled bin transfer. They have not been moved and cannot be transferred or modified.

• License number record field descriptions
  Field	Description
  License #	The license number. The number could be auto-generated by the system or manually created.
  Status	A license status is Active or Inactive. You cannot assign an inactive license number to an inventory item.
  Use	Idle - The license number is not assigned to any inventory items. In Use - The license number is assigned to inventory items.
  Hold	Indicates the hold on a license. If no hold type is listed, there is no hold. Hold Type - A hold that prevents any item assigned that license (tag) from being shipped (transfers are ok). Warn hold - A hold on a license (tag) that throws a warning when any items with the license (tag) are added to a shipment (transfers are ok). Exclusive hold - A hold on a license that only prevents items from being shipped if they are selected from an inventory search as opposed to the license. In other words, an item assigned to a license with an exclusive hold must be added to a shipment by license, not by inventory, or else the item will be prevented from shipment. Your pick policy must contain either a sort or a filter by license.

• License Number Edit field descriptions
  Field	Description
  Transaction Date	The actual date the edit to the license number took place.
  Transacted By	The person who edited the license number.
  License Number Edit #	The document ID for the edit to the license number. This number is automatically generated by SmartTurn.
  License #	The license number. This is automatically generated, or you can enter the number manually.
  License Reference	The owner of the goods with the license.
  On Hold?	Selected if the license has a hold.
  Hold	The hold type. Only selectable if On Hold? is checked.
  Warehouse	The warehouse containing the displayed licensed inventory.
  Date created	The date the license was created.
  Created by	The user who created the license.
  Status (of the license number edit document)	The status of the license number edit document. Values include: New - This state indicates that the license number edit has not yet been saved. If you navigate to a different screen within SmartTurn, this edit will not be saved. Closed - This state indicates that the license number has been updated to include only the inventory items specified. (Additionally, the inventory items listed have been updated with this license number.) No more actions can be taken on this edit document.
  Complete Date	The date the license number edit document was closed.
  Status (of the license number)	Whether the license is Active or Inactive. You cannot assign an inactive license to inventory. This field is displayed only on the Inventory>License Numbers list view.
  In Use	Whether the license number has inventory items attached to it (In Use) or not (Idle). This field is displayed only on the Inventory>License Numbers list view.
  Comments Tab
  Comments	Optional comments regarding the license number edit.
  History Tab
  Date	Date the license number edit document was modified.
  User	User who made the change.
  Event	The type of activity: Create, Modify, etc.
  Items Assigned to License Number
  Line #	The system generated line number for the inventory item being added or removed from this license number.
  Item #	The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.
  Description	The description of the Item # from the item master.
  Previously Licensed Qty	The amount of the item that was previously assigned to the license.
  Licensed Qty	The amount of the item that is now being assigned to the license.
  Max Licensable Qty	The maximum amount of the item that is available to be assigned to the license.
  Location	The location where the inventory is located.
  Product ID	The ID the owner has assigned to the item number.

• Cycle count field descriptions
  General Cycle Count information (In the top section of the screen)
  Cycle Count #		The ID for the cycle count. This number is automatically generated by SmartTurn.
  Warehouse		The warehouse in which the cycle count takes place.
  Created date		The date the cycle count record was first created.
  Created by		The person who created the cycle count record.
  Complete date		The date the cycle count record was closed.
  Status		The status of the cycle count. Values include: Saved - This state indicates that the cycle count has been created. From this status you can edit any cycle count information, count items, or cancel the cycle count. In Progress - This state indicates that the cycle count has been partially counted. At least one cycle count item has been counted. From this status you can edit the cycle count items table, but not the header information. You can also count items, cancel, or close the cycle count. Closed - This state indicates that the cycle count items have been closed, and any inventory values adjusted appropriately. No more actions can be taken on the cycle count. Cancelled - This state indicates that the cycle count has been cancelled. No more actions can be taken on the cycle count.
  Inventory Manager		The inventory manager used to generate the cycle count items.
  Owner		Often used for 3PL (3rd Party Logistics) operations to specify the owner of the items on the cycle count. Enter only if applicable. Type in a full or partial name to look up an owner from your company's Business Affiliates. More info... If you enter an Owner on the cycle count, then all of the cycle count items must have an Owner that is either not set or iset to the Owner on the cycle count. The Code of the business affiliate is listed when viewing the cycle count.
  Transaction Date		The actual date the cycle count took place.
  Transacted By		The person who transferred the items.
  Comments Tab
  Comments		Optional comments regarding the cycle count.
  History Tab
  Date		Date the cycle count was modified.
  User		User who made the change.
  Event		The type of activity: Create, Modify, etc.
  Billing tab

  General Billing Information The Billing Tab is only present if this document has an Owner specified in the header.
  Billing Status	The status of the billing section: Saved, Closed, or Cancelled.
  Total Billable Amount	The total amount to bill the Owner. The sum of the Totals of each line in the Billing Lines table.
  Billing Lines table
  Line #	The system generated line number for the billing line.
  Charge Type	The name of the charge type.
  General Ledger Code	The general ledger account number associated with the charge type.
  Billing Basis	The Billing Basis answers the question: "How should the amount to bill be calculated?" The options for Billing Basis are per Document, per Line, per Unit of Measure, and ad Hoc (only used for manually added billing lines).
  Computed Qty	The system's suggestion of the quantity to bill. (The Total for the line is calculated as Qty multiplied by Rate; Computed Qty has no effect on the total for the line.)
  Qty	The actual amount to bill, including the unit of measure for billing lines with Billing Basis of per Unit of Measure. (The Total for the line is calculated as Qty multiplied by Rate.)
  Description	A description of what is being billed, such as you might place on an invoice. Optional.
  Rate	The unit amount to charge.
  Total	The total for the line, calculated as Qty multiplied by Rate.

  Cycle Count Items table
  Line #	The system generated line number for the cycle count item.
  Item #	The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.
  Description	The description of the Item # from the item master.
  Lic #	The license number assigned to the item.
  Serial #	The serial number assigned to the item.
  Lot #	The lot number assigned to the item.
  Location	The location where the item was cycle counted.
  Previous Quantity	The quantity of the item prior to cycle counting.
  Counted Quantity	The quantity of the item as counted during the cycle count.
  Counted by	The user who counted this line item.
  Date Counted	The date and time this line item was counted.
  Item Status	Saved - Items that have not been counted, but still can be. Closed - Items that have been counted. Cancelled - Items that have not been counted, but cannot be counted or modified.

• Storage document field descriptions
  General Storage Document Information (In the top section of the screen)
  Storage Document #		The unique identifier for the storage document. Generated by SmartTurn.
  Created by		The user who created the storage document.
  Status		The status of the storage document. This is always Closed. (Once a storage document is created, the header information and items in storage cannot be edited. However, the billing section can be edited.)
  Warehouse		The warehouse storing the goods.
  Items in Storage As Of		The date the storage document was created.
  Owner		The owner of the inventory items on the document (the Items in Storage). The Code of the business affiliate is listed when viewing the storage document.
  Inventory Manager		The name of the inventory manager used to create the storage document.
  Billing tab

  General Billing Information The Billing Tab is only present if this document has an Owner specified in the header.
  Billing Status	The status of the billing section: Saved, Closed, or Cancelled.
  Total Billable Amount	The total amount to bill the Owner. The sum of the Totals of each line in the Billing Lines table.
  Billing Lines table
  Line #	The system generated line number for the billing line.
  Charge Type	The name of the charge type.
  General Ledger Code	The general ledger account number associated with the charge type.
  Billing Basis	The Billing Basis answers the question: "How should the amount to bill be calculated?" The options for Billing Basis are per Document, per Line, per Unit of Measure, and ad Hoc (only used for manually added billing lines).
  Computed Qty	The system's suggestion of the quantity to bill. (The Total for the line is calculated as Qty multiplied by Rate; Computed Qty has no effect on the total for the line.)
  Qty	The actual amount to bill, including the unit of measure for billing lines with Billing Basis of per Unit of Measure. (The Total for the line is calculated as Qty multiplied by Rate.)
  Description	A description of what is being billed, such as you might place on an invoice. Optional.
  Rate	The unit amount to charge.
  Total	The total for the line, calculated as Qty multiplied by Rate.

  History tab
  Date	Date the storage document was modified
  User	User who made the change.
  Event	The type of activity: Create, Edit, Cancelled, etc.
  Items in Storage table
  Line #	The system generated line number for the item in storage.
  Item #	The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.
  Description	The description of the item # from the item master.
  Lic #	The license number assigned to the item.
  Lot #	The lot number assigned to the item.
  Serial #	The serial number assigned to the item.
  Location	The location of the item.
  Qty	The quantity of the item, displayed in the item's standard unit of measure.
  Billable Qty	The quantity of the item, displayed in the item's billing unit of measure.

• Edit Documents field descriptions
  General Edit Document information (In the top section of the screen)
  Inventory Edit #		The ID for the Edit Document. This number is automatically generated by SmartTurn.
  Warehouse		The warehouse in which the inventory edit takes place.
  Created date		The date the edit record was first created.
  Created by		The person who created the edit record.
  Status		The status of the edit document. Values include: New - This state indicates that the edit document has not yet been saved. If you navigate to a different screen within SmartTurn, this edit document will not be saved. Closed - This state indicates that the inventory items have been updated with the changes you specified. No more actions can be taken on this edit document.
  Complete date		The date the edit document was closed.
  Transaction Date		The actual date the edit took place.
  Transacted By		The person who edited the tiems.
  Owner		Often used for 3PL (3rd Party Logistics) operations to specify the owner of the items on the edit document. Enter only if applicable. Type in a full or partial name to look up an owner from your company's Business Affiliates. More info... If you enter an Owner on the edit document, then all of the inventory items must have an Owner that is either not set or is set to the Owner on the edit document. The Code of the business affiliate is listed when viewing the edit document.
  Comments Tab
  Comments		Optional comments regarding the inventory edit.
  History Tab
  Date		Date the edit document was modified.
  User		User who made the change.
  Event		The type of activity: Create, Modify, etc.
  Billing Tab

  General Billing Information The Billing Tab is only present if this document has an Owner specified in the header.
  Billing Status	The status of the billing section: Saved, Closed, or Cancelled.
  Total Billable Amount	The total amount to bill the Owner. The sum of the Totals of each line in the Billing Lines table.
  Billing Lines table
  Line #	The system generated line number for the billing line.
  Charge Type	The name of the charge type.
  General Ledger Code	The general ledger account number associated with the charge type.
  Billing Basis	The Billing Basis answers the question: "How should the amount to bill be calculated?" The options for Billing Basis are per Document, per Line, per Unit of Measure, and ad Hoc (only used for manually added billing lines).
  Computed Qty	The system's suggestion of the quantity to bill. (The Total for the line is calculated as Qty multiplied by Rate; Computed Qty has no effect on the total for the line.)
  Qty	The actual amount to bill, including the unit of measure for billing lines with Billing Basis of per Unit of Measure. (The Total for the line is calculated as Qty multiplied by Rate.)
  Description	A description of what is being billed, such as you might place on an invoice. Optional.
  Rate	The unit amount to charge.
  Total	The total for the line, calculated as Qty multiplied by Rate.

  Inventory Items table
  Line #	The system generated line number for the inventory item being edited.
  Item #	The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.
  Description	The description of the Item # from the item master.
  Lic #	The license number assigned to the item.
  Serial #	The serial number assigned to the item.
  Lot #	The lot number assigned to the item.
  Expire date	For perishable goods: the expiration date associated with an inventory item. For reference only: The SmartTurn system will not alert or prompt you when the date passes. The system also does not prevent you from assigning an expiration date in the past or far into the future. Format is mm/dd/yyyy.
  Item receipt date	The date the item was received into inventory.
  Details	Optional details about the inventory item.
  Product ID	The Item number that the Vendor for this product uses.
  Current location	The location of the item.
  Current qty / Previous qty	The quantity of the item in inventory at the beginning of the edit.
  Edited qty	The quantity of the item in inventory after the edit has taken place. The Edited qty may be different from the Previous qty if you change the unit of measure. For example, suppose there are 10 ea in 1 cs, and the Previous qty of this item is 2 cs. If you change the units of measure for this inventory item to ea, the Edited qty will be 20 ea. However, you cannot change the total amount of the inventory on hand. (Use an adjustment to change the total amount of the inventory on hand.)
  NOTE: Additional inventory item fields can be customized onto this page, or edited in the Edit Item screen for a specific item. See the inventory item details field descriptions for a description of all fields. Field Description Item # A unique number for the item master on file for your operation. Description The description of the item from the item master. Group The Item Master Group to which this item belongs. This is an optional classification of item masters created by the administrator. The default group is "All". (If the group is "All" it usually means that your company has not assigned an item master group to this inventory's item master.) Details Optional details about the inventory item. (Not from the item master.) Serial # The inventory item serial number. Location The bin where the item is stored. Qty on hand The quantity of the item in the selected location. Expire date The date of expiration you can assign to this inventory item. See Working with the item-level expire date. Item receipt date The date the item was received into inventory. The item inherits the date from the receipt, and it is editable while the item is in inventory. Classification The inventory item classification. The item inherits the classification from the item master. Item Type A type of item master, either Purchase, Cost, Build, Service. Purchase: A purchase is an item that can be bought. Cost: A cost is any item that is not sold as is. A cost can be used for manufacturing an item that will be sold, or it can be a necessary item for running the warehouse, like lightbulbs and toilet paper. All cost items are recorded as expenses. Build: A build is an item that you manufacture or assemble from cost items. Service: A service is any work that is provided, such as the assembly of a gift basket or the manufacture of a tool.Service: A service is any work that is provided, such as the assembly of a gift basket or the manufacture of a tool.   General Ledger Code The general ledger code for the item. Sales Price per Shipping Unit Price of the item based on the shipping unit of measure, from the item master. This is the default value used in sales orders for this item. Hazardous Whether the item is hazardous. Values are No, Yes. Method Acquired Whether the inventory item was Purchased (brought into inventory through a purchase order or receipt) or Produced (manufactured and brought into inventory through a kit order). Product id The Item number that the Vendor for this product uses. Owner reference The reference number the owner of this item uses for tracking it. Owner The owner of the inventory item. The Code of the business affiliate is listed when viewing the inventory item. Unlike the transaction records (POs, SOs, Receipts, and Shipments), where the assigned business affiliates must be active, an inventory item can have business affiliates that are either active or inactive in your system. Broker The party conducting transactions on behalf of the owner of the inventory item. The Code of the business affiliate is listed when viewing the inventory item. Unlike the transaction records (POs, SOs, Receipts, and Shipments), where the assigned business affiliates must be active, an inventory item can have business affiliates that are either active or inactive in your system. Vendor The vendor from whom this inventory item was received. This may or may not be the preferred vendor identified in the item master. The Code of the business affiliate is listed when viewing the inventory item. Unlike the transaction records (POs, SOs, Receipts, and Shipments), where the assigned business affiliates must be active, an inventory item can have business affiliates that are either active or inactive in your system. Customer ref # The reference field the customer of this item uses for tracking purposes. Lot # The number for the lot the inventory belongs to. Condition The condition of the item. A drop-down is available. Last Cycle Count Date The date the inventory item was most recently counted. Manufacturer The manufacturer of the item. Manufacturer ID The code for the manufacturer of the item. Manufacturer Item ID The manufacturer's code for the item. UPC Universal Product Code. The bar code for an item. EAN Article Numbering Code. Dim Wt per UoM The dimensional weight of the inventory item per unit of measure in which the inventory item is stored. Dim Wt The total dimensional weight of the inventory item. Cube per UoM The cube or volume of the inventory item per unit of measure in which the inventory item is stored. Cube The total cube or volume of the inventory item. Pallets The total number of pallets on which the inventory item is stored. Pallets Filled The total number of pallets filled by this inventory item. This quantity is different from Pallets only when you have some partial pallets. For example, if 10 cs fit on one pallet and you have 15 cs, then you have 1.5 Pallets Filled but 2 (or more) Pallets. Pallet Packing Ratio The amount of inventory divided by the possible quantity given the number of pallets. It is a measure of how full the pallets are: the Pallet Packing Ratio is 1.0 only when all pallets are completely full. For example, if 10 cs fit on one pallet and you have 15 cs and 2 Pallets, then the Pallet Packing Ratio is (15 / (10 * 2)) = (15 / 20) = 0.75 License Numbers This section lists all quantities of this item in this location to which you have assigned license numbers. Quantity Quantity of the item assigned to the license number. License # The license number. Hold Hold Type - A hold that prevents any item assigned that license (tag) from being shipped (transfers are ok). Warn Type - A hold on a license (tag) that throws a warning when any items with the license (tag) are added to a shipment (transfers are ok). Soft Allocations This sections lists all quantities of this item which are soft allocated, that is, reserved for a specific operation in the warehouse. Quantity Amount of the inventory that is soft allocated. License # The license # of the inventory that is soft allocated. Document # The SmartTurn document to which the inventory is soft allocated, for example, SI-000018 or BT-000003. Line # The Line # from the Items table of the document to which the inventory is soft allocated. Soft Allocation Type Fulfillment - the inventory is soft allocated to a shipment or a kit (as Component Items); it will be removed from the warehouse or used up as a result of this pending warehouse operation Edit - the inventory is soft allocated to an adjustment, bin transfer, or cycle count; some of its properties (such as quantity or location) will be changed as a result of this pending warehouse operation

• Kit order field descriptions
  General Kit Order information (In the top section of the screen)
  Order #		The ID for the kit order. This number is automatically generated by SmartTurn.
  Date Created		The date the kit order was first created.
  Created By		The user who created the kit order record.
  Status		The state of the kit order. Values include: Saved - This state indicates that the kit order has been created. From here, you can plan, service, or cancel the order. In Progress - This state indicates that the kit order has been planned out to ensure that you have adequate inventory on hand to produce the goods, and/or that a kit has been created to fulfill the kit order. Closed - This state indicates that all the kit order Items to Produce have been assembled, or that the kit order has been manually closed before all items were assembled. No more actions can be taken against the kit order. Cancelled - This state indicates that the order has been cancelled. No more actions can be taken against the kit order.
  Source		Whether the kit order was created within the SmartTurn system (Internal), or whether it was integrated using a Web Services Connector (External).
  Complete Date		The date the kit order was either cancelled or closed. (A kit order that is Saved or In Progress does not have a Complete Date.)
  External #		The ID for the kit order from the external system. This field is used if and only if the Source is External.
  Owner		Often used for 3PL (3rd Party Logistics) operations to specify the owner of the items on the kit order. Enter only if applicable. Type in a full or partial name to look up an owner from your company's Business Affiliates. More info... If you enter an Owner on the kit order, then all of the other business affiliates on the document must have a Business Affiliate Owner that is either not set or is set to the Owner on the kit order, and all of the items to produce must have an item master Owner that is either not set or is set to the Owner on the kit order. The Code of the business affiliate is listed when viewing the kit order.
  Vendor		If applicable, the vendor for the goods on this kit order. More info...
  Broker		If applicable, the third-party agent or intermediary responsible for conducting transactions and services on your company's behalf or on behalf of the owner of the items on this kit order. More info...
  Customer		If applicable, the customer for the goods on this kit order. Note that the kit order will not send the produced items to the customer (use a sales order for that). However, you can use this field if the items are being produced for a specific customer. More info...
  Warehouse		The warehouse the kit order is being assembled in.
  Kit Order Date		The date of the kit order. May be changed. Requires proper formatting (mm/dd/yyyy).
  Due Date		When the order must be completed. May be changed. Requires proper formatting (mm/dd/yyyy).
  Current Pick Policy		The pick policy recommended for picking the Component Items. It is either the default SmartTurn pick policy, or one of your preferred pick policies. This field only appears on saved kit orders and if at least one preferred pick policy is defined. More info...
  Override Current Policy		Whether or not to override the Current Pick Policy (above). If checked, an alternate pick policy must be selected from the drop-down menu. More info...
  Comments Tab
  Comments		Optional comments regarding the kit order. Limit 200 characters.
  History Tab
  Date		Date the kit order was modified.
  User		User who made the change.
  Event		The type of activity: Create, Edit, Cancelled, etc.
  Billing Tab

  General Billing Information The Billing Tab is only present if this document has an Owner specified in the header.
  Billing Status	The status of the billing section: Saved, Closed, or Cancelled.
  Total Billable Amount	The total amount to bill the Owner. The sum of the Totals of each line in the Billing Lines table.
  Billing Lines table
  Line #	The system generated line number for the billing line.
  Charge Type	The name of the charge type.
  General Ledger Code	The general ledger account number associated with the charge type.
  Billing Basis	The Billing Basis answers the question: "How should the amount to bill be calculated?" The options for Billing Basis are per Document, per Line, per Unit of Measure, and ad Hoc (only used for manually added billing lines).
  Computed Qty	The system's suggestion of the quantity to bill. (The Total for the line is calculated as Qty multiplied by Rate; Computed Qty has no effect on the total for the line.)
  Qty	The actual amount to bill, including the unit of measure for billing lines with Billing Basis of per Unit of Measure. (The Total for the line is calculated as Qty multiplied by Rate.)
  Description	A description of what is being billed, such as you might place on an invoice. Optional.
  Rate	The unit amount to charge.
  Total	The total for the line, calculated as Qty multiplied by Rate.

  Items to Produce
  Line #	The system generated line number.
  Item #	The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.
  Description	The description of the item # from the item master.
  Disassembly	True if the item is being disassembled; false if it is being assembled. This column is only available if you customize the page.
  Product ID	The Item number that the Vendor for this product uses.
  Manufacturer Item ID	The manufacturer's code for the item.
  Lot #	The lot number assigned to the item. This field is only available if you customize the page.
  Desired Qty	The desired quantity to produce, keyed in by the user.
  Ordered Qty	The quantity of the item that will actually be required by this order. The Ordered Qty is the minimum amount of goods you can make, given the output of your kit specification, and still satisfy your Desired Qty. The Ordered Qty is different from the Desired Qty only if the Desired Qty is not a multiple of the output of the kit specification. For example, if your Desired Qty is 5 eaches, but your kit specification makes 3 eaches, the Ordered Qty on your kit order will be 6 eaches. The Ordered Qty is used to determine the billing Qty, if applicable.
  Expected Qty	The total amount that can possibly be assembled against this kit order. Usually, this amount is equal to the Ordered Qty. However, if you over-fulfill or under-fulfill against this order, this amount is updated to reflect that change. The Ordered Qty is not. For example, if you have a kit order to create 10 widgets and you create 12 widgets instead, the Ordered Qty is 10 and the Expected Qty is 12. As another example, if you have a kit order to create 10 widgets and you only create 9 widgets and then you close the kit order, the Ordered Qty is 10 and the Expected Qty is 9. This field is only available if you customize the page.
  Unplanned Qty	The quantity of the item that has been ordered and is not yet on a kit. It is the Ordered Qty minus the sum of all of the Produced Qtys on all Saved or Closed kits created against this kit order. This field is only available if you customize the page.
  Kit Spec Product Qty	The Qty from the kit specification. You can think of this as the batch size. (If your Ordered Qty is different from your Desired Qty, the Kit Spec Product Qty is the reason why. For example, if your kit specification can only make 3 eaches at a time, and your Desired Qty is 5 eaches, then your Ordered Qty will be 6 eaches.) If you are partially kitting this order, your Kit Qty (the amount on any one of the kit documents that is fulfilling this kit order) must be a multiple of the Kit Spec Product Qty. This field is only available if you customize the page.
  Kit Qty	The amount of this Item to Produce that you would like to make on your partial kit. Must be less or equal to the Unplanned Qty, and a multiple of the Kit Spec Product Qty. This field is only available on the View kit order screen.
  Kit Specification	The name of the kit specification used to assemble this line item.
  Unit Cost	The cost of the item.
  Total Item Cost	The line total (Ordered Qty x Unit Cost).
  Dim Wt	The total dimensional weight of the line item. The default value is calculated from the item master and the Desired Qty, but you can edit it here if needed. This field is only available if you customize the page.
  Cube	The total cube or volume of the line item. The default value is calculated from the item master and the Desired Qty, but you can edit it here if needed. This field is only available if you customize the page.
  Pallets	The total number of pallets of this line item. The default value is calculated from the item master and the Desired Qty, but you can edit it here if needed. This field is only available if you customize the page.
  Pallets Filled	The total number of pallets filled by this line item, calculated from the item master and the Desired Qty. This field is different from Pallets only when you have some partial pallets. For example, if 10 cs fit on one pallet and you have 15 cs, then you have 1.5 Pallets Filled, but 2 Pallets. This field is only available if you customize the page.
  Pallet Packing Ratio	The Desired Qty divided by the possible quantity given the number of pallets. It is a measure of how full the pallets are: the Pallet Packing Ratio is 1.0 only when all pallets are completely full. For example, if 10 cs fit on one pallet and you have 15 cs and 2 Pallets, then the Pallet Packing Ratio is (15 / (10 * 2)) = (15 / 20) = 0.75. This field is only available if you customize the page.
  By-Product Items
  Line #	The system generated line number.
  Item #	The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.
  Description	The description of the item # from the item master.
  Product ID	The Item number that the Vendor for this product uses.
  Manufacturer Item ID	The manufacturer's code for the item.
  Ordered Qty	The quantity of the by-product item that will be created when this order is fulfilled.
  Unit Cost	The cost of the item.
  Total Item Cost	The line total (Ordered Qty x Unit Cost).
  Component Items
  Line #	The system generated line number.
  Item #	The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.
  Description	The description of the item # from the item master.
  Product ID	The Item number that the Vendor for this product uses.
  Manufacturer Item ID	The manufacturer's code for the item.
  Ordered Qty	The quantity of the item needed to create the Ordered Qty of all the Items to Produce.
  Qty on Hand	The quantity of the item currently in inventory. Note: This column only appears if the kit order is in Status of In Progress, meaning the kit order has been Planned. If the kit order is Closed or Cancelled, this column is not displayed.
  Kit Specification	The name of the kit specification used to assemble this line item. The default value is determined by the kit policy, if any. If you Explode this line item, the Kit Specification listed here is used to add Component Items and By-Product Items to this order.
  Totals
  Total Items to Produce amount	The sum of the total item costs from the Items to Produce table.
  Total By-Product Items amount	The sum of the total item costs from the Items to Produce table.

• Kit field descriptions
  General Kit information (In the top section of the screen)
  Kit #		The ID for the kit. This number is automatically generated by SmartTurn.
  Order #		The ID for the kit order that this kit is fulfilling. This number is from the kit order, and is automatically generated by SmartTurn.
  Date Created		The date the kit was first created.
  Created By		The person who created the kit.
  Completed Date		The date the kit is finished being built.
  Warehouse		The warehouse the kit is being built in.
  Status		The state of the kit. Values include: Saved - This state indicates that the kit has been created, and/or that you have started building it. Inventory has been soft allocated for the kit. Closed - This state indicates that you have finished building the kit. The Component Items have been removed from inventory, and the Items to Produce and By-Product Items have been created in inventory at their specified locations. Cancelled - This state indicates that the kit has been cancelled. No more actions can be taken the kit. Inventory is no longer soft allocated for this kit.
  Kit Date		The date of record for the kit. Requires proper formatting (mm/dd/yyyy).
  Use as item receipt date		If checked, instructs SmartTurn to use the date selected in the Kit Order Date field as the Item receipt date for each of the items produced on this kit. If left unchecked, the Item receipt date remains null (users can Edit an Items to Produce line item to change the Item receipt date on an individual item). Regardless of whether the Item receipt date is inherited from the kit, users can edit the Item receipt date on any individual item record in inventory.
  Owner		Often used for 3PL (3rd Party Logistics) operations to specify the owner of the items. Enter only if applicable. Type in a full or partial name to look up an owner from your company's Business Affiliates. More info... If you enter an Owner on the kit, then all of the other business affiliates on the document must have a Business Affiliate Owner that is either not set or is set to the Owner on the kit, and all of the component items must have an Owner that is either not set or is set to the Owner on the kit. From the kit order. The Code of the business affiliate is listed when viewing the kit.
  Vendor		If applicable, the vendor for the goods on this kit. More info... From the kit order.
  Broker		If applicable, the third-party agent or intermediary responsible for conducting transactions and services on your company's behalf or on behalf of the owner of the items on this kit. More info... From the kit order.
  Customer		If applicable, the customer for the goods on this kit. Note that the kit will not send the produced items to the customer (use a purchase order for that). However, you can use this field if the items are being produced for a specific customer. More info... From the kit order.
  Kit WIP Location		The location where the work of assembling the kit will be completed. When you start building the kit, the component items are transferred here. The Location Type of this location must be Kit WIP.
  Comments tab
  Comments		Optional comments regarding the kit. Limit 200 characters.
  History tab
  Date		Date the kit order was modified.
  User		User who made the change.
  Event		The type of activity: Create, Edit, Cancelled, etc.
  Billing Tab

  General Billing Information The Billing Tab is only present if this document has an Owner specified in the header.
  Billing Status	The status of the billing section: Saved, Closed, or Cancelled.
  Total Billable Amount	The total amount to bill the Owner. The sum of the Totals of each line in the Billing Lines table.
  Billing Lines table
  Line #	The system generated line number for the billing line.
  Charge Type	The name of the charge type.
  General Ledger Code	The general ledger account number associated with the charge type.
  Billing Basis	The Billing Basis answers the question: "How should the amount to bill be calculated?" The options for Billing Basis are per Document, per Line, per Unit of Measure, and ad Hoc (only used for manually added billing lines).
  Computed Qty	The system's suggestion of the quantity to bill. (The Total for the line is calculated as Qty multiplied by Rate; Computed Qty has no effect on the total for the line.)
  Qty	The actual amount to bill, including the unit of measure for billing lines with Billing Basis of per Unit of Measure. (The Total for the line is calculated as Qty multiplied by Rate.)
  Description	A description of what is being billed, such as you might place on an invoice. Optional.
  Rate	The unit amount to charge.
  Total	The total for the line, calculated as Qty multiplied by Rate.

  Items to Produce
  Line #	The system generated line number.
  Item #	The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.
  Description	The description of the item # from the item master.
  Disassembly	True if the item is being disassembled; false if it is being assembled. This column is only present if you customize the page.
  Lot #	The lot number assigned to the item. From the kit order.
  License #	The license number assigned to the item.
  Serial #	The serial number assigned to the item.
  Product ID	The ID the vendor has assigned to the item.
  Ordered Qty	The quantity required by the order, taken from the kit order. The Ordered Qty is the minimum amount of goods you can make, given the output of your kit specification, and still satisfy your Desired Qty. The Ordered Qty is different from the Desired Qty only if the Desired Qty is not a multiple of the output of the kit specification. For example, if your Desired Qty is 5 eaches, but your kit specification makes 3 eaches, the Ordered Qty on your kit order will be 6 eaches.
  Produced Qty	The quantity of the item actually produced by this kit.
  Maximum Available Qty	The maximum amount that the Produced Qty can be without over-fulfilling the kit order. This field is only available if you customize the page.
  Expire Date	For perishable goods: the expiration date associated with an inventory item. For reference only: The SmartTurn system will not alert or prompt you when the date passes. The system also does not prevent you from assigning an expiration date in the past or far into the future. Format is mm/dd/yyyy. Items to Produce on the kit that are Expiration Date Controlled cannot be created in inventory without an Expire date.
  Location	The location where the item is put away once it is created. When you key in this value, SmartTurn provides auto-complete suggestions for only those locations that have unused capacity. Similarly, if you choose the Put to Same Loc option, the Location finder screen displays only locations with unused capacity.
  Unit Cost	The cost of the item, taken from the kit specification for this item.
  Total Item Cost	The line total (Produced Qty x Unit Cost).
  Dim Wt	The total dimensional weight of the line item. The default value is calculated from the kit order and the Produced Qty. You can edit it here if needed. This field is only available if you customize the page.
  Cube	The total cube or volume of the line item. The default value is calculated from the kit order and the Produced Qty. You can edit it here if needed. This field is only available if you customize the page.
  Pallets	The total number of pallets of this line item. The default value is calculated from the kit order and the Produced Qty. You can edit it here if needed. This field is only available if you customize the page.
  Pallets Filled	The total number of pallets filled by this line item. The default value is taken from the kit order and the Produced Qty. This field is different from Pallets only when you have some partial pallets. For example, if 10 cs fit on one pallet and you have 15 cs, then you have 1.5 Pallets Filled, but 2 Pallets. This field is only available if you customize the page.
  Pallet Packing Ratio	The amount of inventory on this line item divided by the possible quantity given the number of pallets. It is a measure of how full the pallets are: the Pallet Packing Ratio is 1.0 only when all pallets are completely full. For example, if 10 cs fit on one pallet and you have 15 cs and 2 Pallets, then the Pallet Packing Ratio is (15 / (10 * 2)) = (15 / 20) = 0.75. This field is only available if you customize the page.
  Putaway Unit	The unit of measure in which the new inventory item is stored. More info... This field is only available if you customize the page.
  Putaway Dim Wt	The total dimensional weight of the new inventory item when it is stored. This field is only available if you customize the page.
  Putaway Cube	The total cube or volume of the new inventory item when it is stored. This field is only available if you customize the page.
  Putaway Pallets	The total number of pallets on which the new inventory item will be stored (if the inventory is not consolidated with any other existing, identical inventory items). This field is only available if you customize the page.
  Putaway Pallets Filled	The total number of pallets filled by this new inventory item. This quantity is different from Putaway Pallets only when you have some partial pallets. This field is only available if you customize the page.
  Putaway Pallet Packing Ratio	The amount of new inventory being put away divided by the possible quantity given the number of pallets. It is a measure of how full the pallets are. This field is only available if you customize the page.
  By-Product Items
  Line #	The system generated line number.
  Item #	The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.
  Description	The description of the item # from the item master.
  Lot #	The lot number assigned to the item.
  License #	The license number assigned to the item.
  Serial #	The serial number assigned to the item.
  Product ID	The ID the vendor has assigned to the item
  Produced Qty	The quantity of the by-product item actually produced by this kit.
  Expire Date	For perishable goods: the expiration date associated with an inventory item. For reference only: The SmartTurn system will not alert or prompt you when the date passes. The system also does not prevent you from assigning an expiration date in the past or far into the future. Format is mm/dd/yyyy.
  Location	The location where the item is put away once it is created. When you key in this value, SmartTurn provides auto-complete suggestions for only those locations that have unused capacity. Similarly, if you choose the Put to Same Loc option, the Location finder screen displays only locations with unused capacity.
  Unit Cost	The cost of the item, taken from the kit specification for this item.
  Total Item Cost	The line total (Produced Qty x Unit Cost).
  Dim Wt	The total dimensional weight of the line item. The default value is calculated from the kit order and the Produced Qty. You can edit it here if needed. This field is only available if you customize the page.
  Cube	The total cube or volume of the line item. The default value is calculated from the kit order and the Produced Qty. You can edit it here if needed. This field is only available if you customize the page.
  Pallets	The total number of pallets of this line item. The default value is calculated from the kit order and the Produced Qty. You can edit it here if needed. This field is only available if you customize the page.
  Pallets Filled	The total number of pallets filled by this line item. The default value is taken from the kit order and the Produced Qty. This field is different from Pallets only when you have some partial pallets. For example, if 10 cs fit on one pallet and you have 15 cs, then you have 1.5 Pallets Filled, but 2 Pallets. This field is only available if you customize the page.
  Pallet Packing Ratio	The amount of inventory on this line item divided by the possible quantity given the number of pallets. It is a measure of how full the pallets are: the Pallet Packing Ratio is 1.0 only when all pallets are completely full. For example, if 10 cs fit on one pallet and you have 15 cs and 2 Pallets, then the Pallet Packing Ratio is (15 / (10 * 2)) = (15 / 20) = 0.75. This field is only available if you customize the page.
  Putaway Unit	The unit of measure in which the new inventory item is stored. More info... This field is only available if you customize the page.
  Putaway Dim Wt	The total dimensional weight of the new inventory item when it is stored. This field is only available if you customize the page.
  Putaway Cube	The total cube or volume of the new inventory item when it is stored. This field is only available if you customize the page.
  Putaway Pallets	The total number of pallets on which the new inventory item will be stored (if the inventory is not consolidated with any other existing, identical inventory items). This field is only available if you customize the page.
  Putaway Pallets Filled	The total number of pallets filled by this new inventory item. This quantity is different from Putaway Pallets only when you have some partial pallets. This field is only available if you customize the page.
  Putaway Pallet Packing Ratio	The amount of new inventory being put away divided by the possible quantity given the number of pallets. It is a measure of how full the pallets are. This field is only available if you customize the page.
  Product Line #	The Line # from the Items to Produce table for the item that this by-product is from. The field only has a value if you assign components.
  Product Serial #	The Serial # from the Items to Produce table of the item that this by-product is from. The field only has a value if you assign components.
  Component Items
  Line #	The system generated line number.
  Item #	The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.
  Description	The description of the item # from the item master.
  Serial #	The serial number assigned to the item.
  License #	The license number assigned to the item.
  Lot #	The lot number assigned to the item.
  Product ID	The ID the vendor has assigned to the item
  Expire Date	For perishable goods: the expiration date associated with an inventory item. For reference only: The SmartTurn system will not alert or prompt you when the date passes. The system also does not prevent you from assigning an expiration date in the past or far into the future. Format is mm/dd/yyyy.
  Location	The location where the quantity was picked from.
  Qty on Hand	The quantity of the item currently in inventory.
  Qty Pulled	The quantity of the item to be picked from inventory, transferred to the WIP Location, and consumed during the production of the kit.
  Unit Cost	The cost of the item.
  Total Item Cost	The line total (Qty Pulled x Unit Cost).
  Dim Wt	The total dimensional weight of the line item. You can edit it here if needed. This field is only available if you customize the page.
  Cube	The total cube or volume of the line item. You can edit it here if needed. This field is only available if you customize the page.
  Pallets	The total number of pallets of this line item. You can edit it here if needed. This field is only available if you customize the page.
  Pallets Filled	The total number of pallets filled by this line item. This field is different from Pallets only when you have some partial pallets. For example, if 10 cs fit on one pallet and you have 15 cs, then you have 1.5 Pallets Filled, but 2 Pallets. This field is only available if you customize the page.
  Pallet Packing Ratio	The amount of inventory on this line item divided by the possible quantity given the number of pallets. It is a measure of how full the pallets are: the Pallet Packing Ratio is 1.0 only when all pallets are completely full. For example, if 10 cs fit on one pallet and you have 15 cs and 2 Pallets, then the Pallet Packing Ratio is (15 / (10 * 2)) = (15 / 20) = 0.75. This field is only available if you customize the page.
  Pick Unit	The unit of measure in which the inventory item is being stored when it is picked. This is the same unit of measure that was used as the Putaway Unit when you received this item (unless you edited the inventory item after putting it away). This field is only available if you customize the page.
  Picked Dim Wt	The total dimensional weight of the component inventory item when it is picked. This field is only available if you customize the page.
  Picked Cube	The total cube or volume of the component inventory item when it is picked. This field is only available if you customize the page.
  Picked Pallets	The total number of pallets of the component inventory item when it is picked. This field is only available if you customize the page.
  Picked Pallets Filled	The total number of pallets filled by this component inventory item when it is picked. This quantity is different from Picked Pallets only when you have some partial pallets. This field is only available if you customize the page.
  Picked Pallet Packing Ratio	The amount of inventory being picked divided by the possible quantity given the number of pallets. It is a measure of how full the pallets are. This field is only available if you customize the page.
  Product Line #	The Line # from the Items to Produce table for the item to which this component has been assigned. The field only has a value if you assign components.
  Product Serial #	The Serial # from the Items to Produce table of the item to which this component has been assigned. The field only has a value if you assign components.
  Totals
  Total Items to Produce amount	The sum of the total item costs from the Items to Produce table.
  Total By-Product Items amount	The sum of the total item costs from the Items to Produce table.
  Total Component Items amount	The sum of the total item costs from the Component Items table.

• Location field descriptions
  Header
  Location			The unique ID for the location
  Location Type			Storage: A storage location is a location used for storage. Kit WIP: A Kit WIP (Work in Progress) location is used for assembly or manufacturing. (Each kit document must specify a Kit WIP location. When you start building the kit, the component items are transferred to the Kit WIP location.) Forward: A forward location is a location you pick from. Door: A door location is a location positioned near a door. Staging: A staging location is a location where you organize goods/boxes for putaway or shipment. WIP: A WIP (Work In Progress) location is a location where you work with goods, such as when they are being received into or shipped out of the warehouse, or as they are being transported through the warehouse. For example, you might receive goods into a WIP location to perform sorting or quality inspection before putting the goods away in a bulk storage location. Typically you use WIP locations during a Pick to Staging Wave (for example, a forward or staging location) or a Pick/Pack Wave (for example, a dock or packing station). You also use WIP locations for inventory that is in transit (in the process of being picked) during a Pick to Staging Wave or a Pick/Pack Wave.
  Capacity Status			Whether it is Empty, Full, or In Use (in between empty and full)
  General Tab
  Adjustable	The quantities in this location can be adjusted.
  Put away	When checked, goods can be putaway in this location.
  Pickable	When a location is pickable, goods can be picked for shipment from this location.
  Owned	When checked, the contents in this location are owned by a third party.
  Bonded	When checked, the contents in this location have been set aside for some type of inspection or payment requirement. Both owned and non-owned locations can be bonded.
  Capacity Tab
  Do not check capacity		If this is checked, the system will permit any number of units to be putaway to this location. If this is checked, then the most constraining of the other capacity constraints fields is enforced. For example, if you set Dim. Weight to 100 lb and Pallets to 4, then 5 pallets that weigh 80 lb will not fit. 2 pallets that weight 120 lb will also not fit. The goods in the location must fit within all the entered capacity constraints.
  Dim. Weight		The maximum dim. weight you will allow in this location. You can only set this if Do not check capacity is unchecked.
  Cube		The maximum cube (volume) you will allow in this location. You can only set this if Do not check capacity is unchecked.
  Eaches		The maximum number of eaches you will allow in this location. You can only set this if Do not check capacity is unchecked.
  Pallets		The maximum number of pallets you will allow in this location. You can only set this if Do not check capacity is unchecked.

• Item master field descriptions

  Select one of the following links for descriptions about certain fields in the item master screen.

  Information in upper panel

  Field	Description
  Item #	A unique number for the item master. If you are creating several item masters for a single item, create an item number that will easily distinguish one record from another.
  Description	The description of the item master. If you are creating several item masters for a single item, use the description to clarify the difference between them. Limit to 200 characters.
  Item type	A type of item master, either Purchase, Cost, Build, Service. Purchase: A purchase is an item that can be bought. Cost: A cost is any item that is not sold as is. A cost can be used for manufacturing an item that will be sold, or it can be a necessary item for running the warehouse, like lightbulbs and toilet paper. All cost items are recorded as expenses. Build: A build is an item that you manufacture or assemble from cost items. Service: A service is any work that is provided, such as the assembly of a gift basket or the manufacture of a tool.
  Group	The Item Master Group to which this item belongs. This is an optional classification of item masters created by the administrator. The default group is "All". (If the group is "All" it usually means that your company has not assigned an item master group to this inventory's item master.)

  General tab

  Field	Description
  Lot controlled	Whether the handling of this item requires a lot number. An item that is lot controlled requires a lot number assignment for each unit in inventory. This means that if the item master specifies that the item is lot controlled, it must have a lot number, beginning with the receipt, while it is in inventory, and when you add it to Sales orders and pending shipments.
  Manufacturer	The manufacturer of the item.
  Manufacturer ID	The code for the manufacturer of the item. Editable both on the item master and on individual inventory items.
  Manufacturer item ID	The manufacturer's code for the item. Editable both on the item master and on individual inventory items.
  Serial Control Mode	The type of serial number control for this item master: None Selected - SmartTurn does not provide any validation around the Serial # field for any inventory item. Simple Label - The item must have a serial number while it is in inventory, but there is no other logic or validation around this field. Use this option if you want to use the Serial # field in the same way as you use the Lot # field. Open Containers - The item must have a unique serial number while it is in inventory. The unique serial number can be attached to any unit of measure. Shipping only a portion of the inventory item with the serial number is allowed. For example, use this option if you are using Serial # to label a pallet, and then selling one case from the pallet at a time. Closed Containers - The item must have a unique serial number while it is in inventory. The unique serial number can be attached to any unit of measure. Shipping only a portion of the inventory item with the serial number is not allowed. For example, use this option if you are using Serial # to label a pack of bottles, and then prohibiting selling the pack as anything but a pack. Unique - The item must have a unique serial number while it is in inventory. Additionally, choosing this option means that the Receiving Unit, Shipping Unit, and Standard Unit for this item master must all be the same unit of measure. The unique serial number must be attached to a quantity of 1 in that unit of measure. Shipping only a portion of the inventory item with the serial number is not allowed. For example, use this option if you are using Serial # to track identifiers for electronics parts that can never be split.   Use one of the options in this field if your process requires tracking identifiers during the inbound (receiving) process and while the items are being held in inventory. If your process requires tracking identifiers only during the outbound (shipping) process, use Outbound ID Controlled instead. Note that you cannot change the value of this attribute while you have inventory on hand for this item master.
  Expiration Date Controlled	Whether the handling of this item requires an Expire Date. An item that is expiration date controlled requires an expire date for each unit in inventory. This means that if the item master specifies that the item is expiration date controlled, it must have an expire date, beginning with the receipt, while it is in inventory, and when you add it to sales orders and pending shipments.
  Outbound ID Controlled	Whether the handling of this item requires an identifier (such as a serial number) to be entered during the outbound process. Use this field if your process requires tracking item-specific identifiers only during the outbound (shipping) process. If your process requires tracking item-specific identifiers during the inbound (receiving) process and while the item is being held in inventory, use Serial Controlled and Serial Unique instead. If checked, an ID can be entered for each quantity of the item on every shipment line on which this item appears. For example: if the shipment line is for 30 ea, enter 30 Outbound IDs; if the shipment line is for 20 cs, enter 20 Outbound IDs. Outbound IDs must be unique per item master per shipment. Note: Outbound IDs can only be entered through the SmartTurn mobile interface. See Using a mobile device for more information.
  Outbound ID Verification	If the item is Outbound ID Controlled, these three options describe how the Outbound ID should be validated. You can select only one option. If Outbound ID Length Not Checked is selected, the Outbound IDs for this item master do not have any length restrictions. (The Outbound IDs must still be unique per item master per shipment.) If Outbound ID Length Checked from Entry is selected, each Outbound ID for this item master for each shipment must be the same length as the first Outbound ID entered for this item master for the shipment. If Outbound ID Length Fixed is selected, the Outbound IDs for this item master for any shipment must be the same length (number of characters) as the number entered in the Outbound ID Length field.
  Outbound ID Length	If the item is Outbound ID Controlled and the verification is Outbound ID Length Fixed, enter a number in this field. The Outbound ID for this item master for any shipment must be the same length (number of characters) as the length entered here.
  UPC	Universal Product Code. The bar code for an item. Editable both on the item master and on individual inventory items.
  EAN	Article Numbering Code.
  General ledger code	The general ledger code for the item.
  Picture URL	A URL (web page address) for an online location with more information about the item. For example, a URL with a picture of the item, such as http://www.mycompany.com/pictures/itemmaster-G4098
  Owner	The owner of this item master. Optional. If entered, must be a valid, active business affiliate of type Owner. Only users who are Agents For the tenant or this Owner can view or update this item master. (See Understanding Permissions for more information about users, roles, and agents). This makes this field best suited for 3PL (Third Party Logistics) operations.
  Owner Code	The Code of the item master business affiliate Owner. If you create item masters through Operations>Item Masters>Add, the Owner and Owner Code fields are rolled into one automatically. If you create item masters through Operations>Item Masters>Import, there are two columns and you need to specify them separately.

  Material Handling tab

  Field	Description
  Allow Consolidation of Pallets	Whether or not pallets are always consolidated after every operation. For example, suppose there are 10 cs on a pallet. You receive two identical receipts, one for 4 cs of the item and one for 3 cs of the item, into the same location. If this field is checked (true), then after the second receipt, your location has 1 pallet with 7 cs. If this field is unchecked (false), then after the second receipt, your location has 2 pallets, one with 4 cs and one with 3 cs, and your Inventory by Item report shows two different lines. If you later adjust the 4 cs to be 5 cs, then your Inventory by Item report still shows two different lines, one for 5 cs and one for 3 cs.
  Classification	The speed category based on the item's turnover in the warehouse. Values are A, B, or C.
  Hazardous	Whether the item is hazardous. Values are No, Yes.

  PO/Receiving tab

  Field	Description
  Purchase Cost per Receiving Unit	Value of the item based on the receiving unit of measure. This is the default value used in purchase orders for this item. If a soda is ordered by the case, and the manufacturer's cost for the case is $3.00, the purchase cost is $3.00.
  Product ID	The Item number that the Vendor for this product uses.
  Preferred vendor	The primary vendor for purchasing this item. Note that if your item master has an Owner (on the General tab), then the Business Affiliate Owner for this vendor must either be null or the same Owner as this item master. See more information about business affiliate owners.
  Preferred vendor code	The code for the preferred vendor. To change this code, you need to change the preferred vendor.

  Sales/Fulfillment tab

  Field	Description
  Sales Price per Shipping Unit	Price of the item based on the shipping unit of measure. This is the default price used in sales orders for this item.
  Sellable	When checked, this item can be placed on a sales order. If you uncheck this box, this item cannot be placed on a sales order or shipped. However, if an item is already on a sales order before this flag is checked, the item can be shipped.
  Pick on item attributes	When selected, you can specify in the sales order line items for this item master some properties of the inventory items that should be used to fulfill the sales order lines. Available values are: None: Only Item #, Ordered Qty, and Owner determine which inventory items can be used to fulfill a sales order line. Core Fields: Additionally, Lot #, Serial #, License #, Expire Date, and Product ID determine which inventory items can be used to fulfill a sales order line. For Lot #, Serial #, and Product ID, you can enter "wildcard" characters to specify possible matches. Use "?" (question mark) to represent any single character and "*" (asterisk) to represent 1 or more characters. License # and Expire Date cannot have wildcards. Core Fields and Custom Fields: Additionally, custom fields of Business Process Inventory determine which inventory items can be used to fulfill a sales order line. For custom fields of Type Text, you can enter "wildcard" characters to specify possible matches. Use "?" (question mark) to represent any single character and "*" (asterisk) to represent 1 or more characters. All other Types of custom fields cannot have wildcards. Known Limitation: Custom fields of Type Memo cannot be used for picking on item attributes. These attributes are considered only after the Pick Policy is applied. For example, suppose this field is set to Core Fields, and you enter a Lot # on the sales order item. If you have an inventory item with this Lot #, the sales order can still only be fulfilled if that inventory item is returned by the Pick Policy.

  Units of Measure tab

  Field	Description
  Based on Measurement Unit	Whether or not the physical measurements (Cube, Dim. Weight, etc.) of all units of measure are proportional to each other, based on the # of Eaches field and the physical measurements specified in the Measurement Unit. For example, suppose your Measurement Unit is an each, and it has a Dim. Weight of 1 lb. If Based on Measurement Unit is true (checked), then your case, which has 8 eaches, must weight 8 lb. If Based on Measurement Unit is false (unchecked), then your case, which has 8 eaches, can weigh any amount. For instance, the case might weigh 8.5 lb if it includes extra packaging.
  Name	The name for the unit of measure, such as "case". You can select from the drop-down list, or create your own unit of measure name by typing in a name.
  Abbreviation	The abbreviation for the name, such as "cs" for case. Limit six characters. If you created a new unit of measure name, you will also create a new, corresponding abbreviation for it.
  # of Eaches	The quantity associated with a unit of measurement, relative to eaches. For example, if a case includes 12 eaches, the # of Eaches is 12. You can also think of this as a factor of eaches that is in the Unit of Measure.
  Standard Unit	This unit of measure is the default putaway unit for this item, and is displayed in reports about this item master.
  Shipping Unit	This unit of measure is the default used for sales orders and shipments.
  Receiving Unit	This unit of measure is the default used for purchase orders and receipts.
  Weight Unit	This unit of measure is deprecated and may be removed soon. SmartTurn recommends that you disregard this unit of measure. This unit was used in calculating the weight of a shipment.
  Billing Unit	This unit of measure is the default used for calculating billing information for the item for all billable documents.
  Measurement Unit	This unit of measure is the default used for calculating the physical characteristics (measurements) of new units of measure. (Item masters that are marked Based on Measurement Unit must always have all measurements be exactly proportional across all units of measure.)
  Length	The length of the unit of measure.
  Width	The width of the unit of measure.
  Height	The height of the unit of measure.
  Cube	The cube or volume of the unit of measure. For the Measurement Unit, this value is calculated as Length * Width * Height. For item masters marked Based on Measurement Unit, this value is also proportional (based on the # of Eaches) to the Cube of the Measurement Unit.
  Dim. Weight	The dimensional weight of the unit of measure.
  Ti	The number of this unit of measure that fit in one layer on a standard pallet.
  Hi	The number of layers of this unit of measure that fit on a standard pallet.
  Number in Pallet	The total number of this unit of measure that fit on a standard pallet. For the Measurement Unit, this value is calculated as Ti * Hi. For item masters marked Based on Measurement Unit, this value is also proportional (based on the # of Eaches) to the Number in Pallet of the Measurement Unit.

  Warehouses tab

  Note: When you are updating item masters, in the Warehouse tab, you can filter your view of so that you only see the warehouse tab information for the warehouse you are currently logged in to. If you are logged in to All Warehouses--in other words, viewing SmartTurn in the All Warehouses context--then you will see the warehouse tab information for all warehouses.

  Field	Description
  Name	The name for the warehouse.
  Reorder Point	The point at which the item is considered low on stock. Any time an item goes below this point, it appears in the Inventory Stockout report under Reports>Inventory Stockout. However, if you leave the reorder point as zero, the item will not appear in the stockout report when it reaches zero.
  Reorder Quantity Standard Unit	The default quantity for reordering the item when you create a purchase order or blind receipt. (You can override this on the purchase order or blind receipt, if you want.) Enter a number based on the Standard Unit of Measure. If left blank, this value defaults to 0.
  Default Pick Loc	The name of the default location from which you want the item to be picked. This default location shows up in SmartTurn on shipments. (You can override this on the shipment, if you want.) The location you specify in any given row must be a location already configured at the warehouse.
  Default Putaway	The name of the default location into which you want the item to be put away upon receipt. This default location shows up in SmartTurn on receipts. (You can override it on the receipt, if you want.) The location you specify in any given row must be a location already configured for the warehouse.
  Admin Lock	When checked, there is a complete lock on this item. Nothing is allowed except to remove from this status. If left unchecked, the item may be handled normally, according to the limits of its other properties. If you have a multi-warehouse operation and the item is only on Admin Lock in some warehouses, limited handling of the item may be allowed until the warehouse is specified. For example, if an item is on Admin Lock in Warehouse A but not in Warehouse B, you can add the item to a sales order that does not have a warehouse specified. If you later change the sales order Warehouse header field to be Warehouse A, SmartTurn gives an error and the sales order cannot be saved until the item on Admin Lock is removed.
  Discontinue	When checked, this item cannot be ordered or received.
  Hold	When checked, this item cannot be shipped from this warehouse. It also cannot be added to a sales order if the Warehouse header field of the sales order is set to this warehouse.

  History tab

  Field	Description
  Date	Time stamp for the event. SmartTurn displays the time on a 24-hour clock, based on the time zone your warehouse is in. If you are a multi-warehouse user with warehouses in different time zones, SmartTurn will display the time based on the time zone specified in your company profile at Administration>My Company.
  User	The user ID of the SmartTurn user who executed the event.
  Event	The type of event affecting the item master you are viewing: Values are Create and Modify.

  Toggle the column headers to sort by Date, User, or Event. Filter the list by User.

• My Company field descriptions
  Header
  Company Name	This is your company's ID that cannot be edited.
  Tax ID	Your company's tax ID number.
  Description	Description of your company.
  Time zone	Time zone of your company. Select from the drop-down. All time zones are calculated based on hours before or after Greenwich Mean Time (GMT).
  Date Created	The date the company was initially set up.
  Created by	The user who created the company.
  Message for all Users	A message that all users of your system (including external users, if you have them) see when they log in to SmartTurn. Limit to 255 characters.
  Activate for Next Login	When checked, the Message for all Users appears for all users when they next log in to SmartTurn.
  Contact tab
  First name	First name of the tenant contact.
  Last name	Last name of the tenant contact.
  Title	Title of the tenant contact.
  Phone	Phone number of the tenant contact.
  Email	Email of the tenant contact.
  License Bundles tab
  License Bundle	The name of the license bundle (feature set) included in your current SmartTurn contract. NOTE : If there are no license bundles listed, your current SmartTurn contract includes unlimited features and upgrades.
  Description	The description of the license bundle.
  Expiration Date	The expiration date of the license bundle. Renew your SmartTurn contract before this date to ensure continuous availability of the system.
  Comments	Additional comments about the license bundle.
  Address tab
  Phone	Phone number for the warehouse.
  Fax	Fax for the warehouse.
  Website	Website for the warehouse.
  Address fields	The address for your warehouse. When adding or editing, select the drop-down to the right of the State field to select the state.
  History tab
  Date	The date this My Company record was modified.
  User	The user who modified the record.
  Event	Indicates what was done to the record, including Create, Modify, etc.
  Users
  User ID	The user ID.
  Active	Whether the user is active. True = Active, False= Inactive.
  First name	First name of the user.
  Last name	Last name of the user.

• User field descriptions
  Header
  User ID (email address)	A user's ID is an email address. This ID cannot be edited.
  Expires	The date the user's account expires.
  Address tab
  First name	User's first name
  Last name	User's last name
  Phone number	User's phone number
  Address fields	User's address.

• Business Affiliate field descriptions
  General Information
  Name	The name of the business affiliate. (Limited to 50 characters.)
  Code	The unique business affiliate code. (Limited to 50 characters.)
  Business Affiliate Owner	The business affiliate owner. Optionally, you can set this field to any valid, active business affiliate of Type Owner that exists in SmartTurn. This field allows you to group business affiliates under one business affiliate of Type Owner. This is most useful if you are running a 3PL (3rd Party Logistics) operation. Entering a Business Affiliate Owner restricts visibility of business affiliates. Only users that are internal employees (agents for the tenant), agents for this business affiliate, or agents for the Owner set here have access and visibility to this business affiliate.
  Business Affiliate Owner Code	The Code of the Business Affiliate Owner. If you create business affiliates through Operations>Business Affiliates>Add, the BA Owner and BA Owner Code fields are rolled into one automatically. If you create business affilaites through Operations>Business Affiliates>Import, there are two columns and you need to specify them separately.
  Type	The business affiliate type. A single business affiliate may have more than one type of business relationship with your company. Customer: Customers are the organizations to whom you sell and ship goods. Customers are usually associated with sales orders. Vendor: Vendors are the organizations that provide goods to your company. Vendors are usually associated with purchase orders. Owner: Owners own inventory or goods you store. If you have business affiliates who are owners, your company is probably a Third-Party Logistics provider (3PL). Carrier: Carriers provide both inbound and outbound transportation logistics services to your company. Broker: Brokers are third-party agents or intermediaries conducting transactions and services on your behalf or on behalf of other business affiliates in your network.
  Active Status	Whether your business affiliate is currently active or inactive with your company. (Business affiliates are deactivated, but not deleted from SmartTurn.)
  Date created	When the business affiliate record was created. Read only.
  Created by	The username of the user who originally created the business affiliate record. Read only.
  Main contact	The first and last name of the person who is the main contact for your company for this business affiliate.
  Use Main Contact	When checked, this box indicates that you want to use the main contact as the contact for the specific function (shipment, sales order, purchase order, or payment).
  Shipment contact	The first and last name of the person for this business affiliate who receives shipments from your company.
  Sales order contact	The first and last name of the person for this business affiliate to whom your company sends sales orders and invoices.
  Purchase order contact	The first and last name of the person for this business affiliate to whom your company sends purchase orders.
  Payment contact	The first and last name of the person for this business affiliate to whom your company sends payments.
  Address Tabs
  Main Address	The primary address for the business affiliate. (This is not necessarily the address of the Main Contact.) Note re: importing business affiliate data SmartTurn uses the Main Address from the Business Affiliates Data worksheet as the default Ship To, Ship From, Bill To, and Pay To addresses UNLESS you specify otherwise in the Business Affiliate Addresses worksheet. Entering data to the Main Address fields in the Business Affiliates Data worksheet without entering data in the Business Affiliate Addresses template is essentially the same as checking the box, "Main As [Address Type]" in each of the address tabs at Operations>Business Affiliates>Edit Business Affiliate.
  Ship To	The address to use when shipping goods from your company to a customer.
  Bill To	The address to use when sending invoices from your company to a customer.
  Ship From	The address from which goods will be shipped from a vendor to your company.
  Pay To	The address to which to send payments from your company to various types of business affiliates (could be customer, vendor, owner, carrier, or broker).
  Billing Policies tab
  Line #	The system generated line number for the purchase order.
  Charge Type	The name for the charge type. This is required and must be unique.
  General ledger code	The general ledger account number associated with the charge type. The General ledger code can be overridden in the business affiliate billing policies. It cannot be overridden for particular billing lines on documents.
  Billing Basis	The Billing Basis answers the question: "When this billing policy (rule) is applied and adds billing lines to a document, how should the amount to bill be calculated?" The options for Billing Basis are: per Document - When applying this billing policy to a document, create one billing line, with a quantity to charge of one. per Line - When applying this billing policy to a document, create one billing line and charge for each inventory line item on the document (regardless of the quantity on that line). per Unit of Measure - When applying this billing policy to a document, create one billing line and charge for the quantity of goods using the billing unit of measure on the document.
  Unit of Measure	For billing policies with Billing Basis set to per Unit of Measure, the unit of measure to bill against.
  Rate	The unit value to charge per quantity. For each billing line on a document, the Rate is multiplied by the Qty of the line to create the total amount billed for the line. You can create rates with up to four decimal places. For example, if you charge a flat fee of $3.00 per shipment, the Rate is $3.00. If you charge $0.559 per pallet, the Rate is $0.559.
  Document Type	The kind of SmartTurn document to apply this billing line to: purchase orders, receipts, kit orders, kits, adjustments, bin transfers, cycle counts, inventory edits, storage documents, sales orders, shipments, bills of lading, pick tickets.
  Line Type	The type of line item that this billing policy is looking at. Only applicable when the Billing Basis is per Line or per Unit of Measure and the Document Type is Kit Order or Kit.
  Comments tab
  Comments	Optional.
  History tab
  History	The information in this tab is read-only. SmartTurn logs a history of when and who created the business affiliate, as well as when and who made specific changes to the record.
  Contacts table
  First name	The first name of your contact. For spreadsheet contact imports: Providing a First name is optional, but it is a good idea to enter one for your contact, because SmartTurn uses a combination of First name and Last name to identify the correct record for updates. Because it's not necessary to have a unique Last name, this combination is a key distinguishing factor.
  Middle name	Contact's middle name. (Available only when viewing or editing contact details.)
  Last name	Contact's last name. This field is required. It is not necessary for the Last name to be unique.
  Job title	Contact's job title.
  Email	Contact's email address. (Available only when viewing or editing contact details.)
  Phone	Contact's phone number.
  Fax	Contact's fax number. (Available only when viewing or editing contact details.)

• Role field descriptions
  Top Header
  Role	The name of the role. Can contain up to 50 characters. See more information about naming roles.
  Business Affiliate Type	A business affiliate is another company or partner with whom you do business. These include customers, vendors/suppliers, owners, carriers, and brokers. You can keep track of your business affiliates in SmartTurn so that you can save time by pre-populating basic information into routine documents. You can also choose to provide access to SmartTurn for a few, most, or all of your business affiliates, depending on your operation. Employee: Employee is the business affiliate type for roles that are for employees of your company. Customer: Customer is the business affiliate type for roles for companies or partners to whom you sell and ship goods. Vendor: Vendor is the business affiliate type for roles that are for a vendor or supplier who provides goods to your company, thus fulfilling purchase orders. Carrier: Carrier is the business affiliate type for roles that are for transportation logistics service providers you work with. Owner: Owner is the business affiliate type for roles that are for owners of inventory that your company stores. If your company is a 3PL (Third-party Logistics operator), you may have "Owner" roles so that inventory owners can have access to see their inventory. If your company is not a 3PL, you probably won't be using roles that have "Owner" as their business affiliate type. Broker: Broker is the business affiliate type for roles that are assigned to third-party agents or intermediaries who conduct transactions and/or services on your behalf or on behalf of other business affiliates in your network.
  Description	Your description of the role in general terms. Can contain up to 200 characters. This is a required field.
  Tabs
  These tabs contain discreet permissions governing views and tasks within each functional section of SmartTurn. You can assign full area permissions to a role by checking all of the individual boxes, or fine tune the set of permissions to limit access. SmartTurn reveals necessary parts of the left-hand navigation to users with assigned roles depending on which permissions you select for the roles. The permissions that are available to assign to a role are determined by the license bundles(s) to which your company subscribes. Ask your SmartTurn representative about subscribing to additional license bundles if you need to assign additional permissions to your roles.
  Purchase Orders permissions	Purchase Order tab permissions govern how much purchase order detail a user with this role can see, whether someone with this role can create and manage existing purchase orders, and if the role allows for export privileges.
  Receiving permissions	Receiving tab permissions govern how much receipt detail a user with this role can see, whether someone with this role can view lists of receipts, receive purchase orders, create blind receipts, if the role allows for a number of export privileges. The Receiving tab also contains permissions for accessing SmartTurn's mobile modules for receiving.
  Inventory permissions	Inventory tab permissions govern whether a user with this role can view various inventory reports, the extent of inventory management and license number management the role allows, as well as import and inventory export privileges. The Inventory tab also contains permissions for accessing SmartTurn's mobile modules for managing inventory.
  Kitting permissions	Kitting tab permissions govern whether a user with this role can view or create kit specifications, kit orders, kits, or kitting policies; the extent of kitting management the role allows; as well as a number of export privileges.
  Billing permissions	Billing tab permissions govern whether a user with this role can view or create charge types and billing lines; the extent of editing of billing information; as well as the creation, execution, and export of billing line managers. The Billing tab also contains permissions for creating and exporting storage documents.
  Sales Orders permissions	Sales Order tab permissions govern how much sales order detail a user with this role can see, whether someone with this role can create and manage existing sales orders, and if the role allows for export privileges.
  Fulfillment permissions	Fulfillment tab permissions govern how much shipment detail a user with this role can see; whether someone with this role can view lists of shipments, ship sales orders, create express shipments; and if the role allows for a number of export privileges. The Fulfillment tab also contains permissions for accessing SmartTurn's mobile modules for shipping and for accessing SmartTurn's parcel post functionality (which optionally requires integration with a third party parcel system).
  Administration permissions	Administration tab permissions govern access to various configurations (Warehouses and Locations), core data (Business Affiliates, Item Masters, Item Master Groups, Custom Fields, Inventory Managers), and users (Profiles, Company and Account information, Users, and Roles).
  Dashboard permissions	Dashboard tab permissions govern whether a user with this role has access to various categories of dashboard gadgets (metrics). Dashboard gadgets (metrics) are available to customize onto the SmartTurn home page.

• Inventory manager criteria field descriptions
  General Information (In the top section of the screen)
  Name	The name for the inventory manager criteria. This is required and must be unique.
  Description	The description of the criteria.
  Sorting
  Line #	Auto-generated ID for the sort.
  Field	The inventory item field by which to sort.
  Order	The order in which to sort: Ascending or Descending.
  Filtering
  Line #	Auto-generated ID for the filter criteria.
  Include	Whether the filter returns inventory items that Include or Exclude items in the filter line.
  Filtering	Description of the condition specified based on item properties.
  Sorting and Filter By Fields
  Broker	The party conducting transactions on behalf of the owner of the inventory item.
  Classification	The inventory item classification. The item inherits the classification from the item master.
  Condition	The condition of the item.
  Cube per ea	The cube or volume of the inventory item per 'each' unit of measure. For example, if there are 10 eaches in 1 cs and this inventory item is 1 cs and has a Cube of 20 ft^3, then the Cube per ea is 2 ft^3 per each.
  Customer ref #	The reference field the customer of this item uses for tracking purposes.
  Description	The description of the item from the item master.
  Details	Optional details about the inventory item.
  Dim Wt per ea	The dimensional weight of the inventory item per 'each' unit of measure. For example, if there are 10 eaches in 1 cs and this inventory item is 1 cs and has a Dim Wt of 20 lbs, then the Dim Wt per ea is 2 lbs per each.
  EAN	Article Numbering Code.
  Each Item Cost	The cost or value of the inventory item per 'each' unit of measure. The cost is based on the Purchase Cost in the item master by default, but it can be overridden when the item is received.
  Expire date	The date of expiration you can assign to this inventory item.
  General Ledger Code	The general ledger code for the item.
  Group	The Item Master Group to which this item belongs. This is an optional classification of item masters created by the administrator. The default group is "All". (If the group is "All" it usually means that your company has not assigned an item master group to this inventory's item master.)
  Hazardous	Whether the item is hazardous. Values are No, Yes. From the item master.
  Item #	A unique number for the item master on file for your operation.
  Item Type	A type of item master, either Purchase, Cost, Build, Service. Purchase: A purchase is an item that can be bought. Cost: A cost is any item that is not sold as is. A cost can be used for manufacturing an item that will be sold, or it can be a necessary item for running the warehouse, like lightbulbs and toilet paper. All cost items are recorded as expenses. Build: A build is an item that you manufacture or assemble from cost items. Service: A service is any work that is provided, such as the assembly of a gift basket or the manufacture of a tool.Service: A service is any work that is provided, such as the assembly of a gift basket or the manufacture of a tool. Service: A service is any work that is provided, such as the assembly of a gift basket or the manufacture of a tool.
  Item receipt date	The date the item was received into inventory. The item inherits the date from the receipt.
  Last Cycle Count Date	The date the inventory item was most recently counted.
  License #	The license number for the item. Note that a single inventory item may have portions assigned to different license numbers.
  Licensed qty (in ea)	The quantity of the inventory item that is licensed, as measured in eaches.
  Location	The bin or physical area where the item is stored.
  Lot #	The number for the lot the inventory belongs to.
  Manufacturer	The manufacturer of the item.
  Manufacturer ID	The code for the manufacturer of the item.
  Manufacturer Item ID	The manufacturer's code for the item.
  Method Acquired	Whether the inventory item was Purchased (brought into inventory through a purchase order or receipt) or Produced (manufactured and brought into inventory through a kit order).
  Owner	The owner of the inventory item.
  Owner reference	The reference number the owner of this ite uses for tracking it.
  Pallets	The number of pallets this inventory item is on.
  Product ID	The Item number that the Vendor for this product uses.
  Sales Price per Shipping Unit	Price of the item based on the shipping unit of measure, from the item master. This is the default value used in sales orders for this item.
  Serial #	The inventory item serial number.
  Total Qty	The quantity of the inventory item.
  UPC	Universal Product Code. The bar code for an item.
  Vendor	The vendor from whom this inventory item was received. This may or may not be the preferred vendor identified in the item master.

• Inventory manager field descriptions
  General Information (In the top section of the screen)
  Name	The name for the inventory manager. This is required and must be unique.
  Description	The inventory manager description.
  Use as pick policy	Whether this inventory manager can be used as a pick policy. If checked, this inventory manager will appear by name in pick policy drop-down menus throughout SmartTurn. For example, you could override the default pick policy with this manager, or use this manager as part of a preferred pick policy.
  Use as cycle count	Whether this inventory manager can be used as a cycle count. If checked, this inventory manager can be used to create cycle counts.
  Use for storage documents	Whether this inventory manager can be used to create storage documents. If checked, this inventory manager can be used to create storage documents. Additionally, this inventory manager must have only one criteria. This restriction is enforced because adding multiple inventory manager criteria to an inventory manager concatenates the results of the different criteria. That is, your inventory manager will list all the inventory items that pass the first criteria, followed by all the inventory items that pass the next criteria, and so on. For a storage document, this would also usually result in a storage document that lists particular inventory items twice.
  Criteria
  Line #	Auto-generated ID for the view.
  Name	The name of the inventory manager criteria being used to gather the inventory items for the manager.
  Description	The description of the inventory manager criteria.

  Note: For information on the fields shown when you view an inventory manager, see Inventory manager criteria field descriptions, Sorting and Filter By Fields.

• Kit specification field descriptions
  Field	Description
  Name	The name for the kit specification. This is required and must be unique.
  Description	A description of the kit specification.
  Owner	Often used for 3PL (3rd Party Logistics) operations to specify the owner of the items. Enter only if applicable. Type in a full or partial name to lookup an owner from your company's Business Affiliates. More info... If you enter an Owner on the kit specification, then the Product Item Master and all of the Component Items and By-Product Items must have an Owner that is either not set or is set to the Owner on the kit specification.
  Product Item Master	The item being assembled (or disassembled). An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.
  Disassembly	Check if this kit specification is for disassembling an item.
  Qty	The quantity (amount and unit of measure) being produced. You can think of this as the batch size.
  Unit Item Cost	The cost (inventory value) of the item being produced. The cost is for the unit of measure specified in the Qty field for this line.
  Instructions	The optional instructions or notes for assembling the output product.
  By-Product Items
  Line #	The system generated line number.
  Item #	The item master number for the by-product item that this specification produces. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.
  Description	The description of the Item # from the item master.
  Product ID	The Item number that the Vendor for this product uses.
  Manufacturer Item ID	The manufacturer's code for the item.
  Qty	The quantity (amount and unit of measure) being created during the assembly of the output product.
  Unit Item Cost	The cost (inventory value) of the by-product item being created. The cost is for the unit of measure specified in the Qty field for this line.
  Component Items
  Line #	The system generated line number.
  Item #	The item master number for the component item that this specification requires. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.
  Description	The description of the Item # from the item master.
  Product ID	The Item number that the Vendor for this product uses.
  Manufacturer Item ID	The manufacturer's code for the item.
  Qty	The quantity (amount and unit of measure) needed to assemble the output product.

• Charge type field descriptions
  Field	Description
  Charge Name	The name for the charge type. This is required and must be unique.
  General Ledger Code	The general ledger account number associated with the charge type. Optional. The General ledger code can be overridden in the business affiliate billing policies. It cannot be overridden for particular billing lines on documents.

• Billing line manager criteria field descriptions
  General Information (In the top section of the screen)
  Name	The name for the billing line manager. This is required and must be unique.
  Description	The billing line manager description.
  Criteria
  Line #	Auto-generated ID for the view.
  Name	The name of the billing line manager criteria being used to gather the billing lines for the manager.
  Description	The description of the billing line manager criteria.

  Note: For information on the fields shown when you view a billing line manager, see Billing line manager criteria field descriptions, Sorting and Filter By Fields.

• Billing line manager field descriptions
  General Information (In the top section of the screen)
  Name	The name for the billing line manager. This is required and must be unique.
  Description	The billing line manager description.
  Criteria
  Line #	Auto-generated ID for the view.
  Name	The name of the billing line manager criteria being used to gather the billing lines for the manager.
  Description	The description of the billing line manager criteria.

  Note: For information on the fields shown when you view a billing line manager, see Billing line manager criteria field descriptions, Sorting and Filter By Fields.

• Activity line manager criteria field descriptions
  General Information (In the top section of the screen)
  Name	The name for the activity line manager criteria. This is required and must be unique.
  Description	The description of the criteria.
  Sorting
  Line #	Auto-generated ID for the sort.
  Field	The field from the activity line by which to sort.
  Order	The order in which to sort: Ascending or Descending.
  Filtering
  Line #	Auto-generated ID for the filter criteria.
  Include	Whether the filter returns activity lines that Include or Exclude lines that pass the filter.
  Filtering	Description of the condition specified based on fields from the activity line.
  Sorting and Filter By Fields
  Broker	The name of the business affiliate Broker, from the document header.
  Carrier	The name of the business affiliate Carrier, from the document header.
  Complete date	The date the activity was completed in the system. From the document header.
  Created by	The username of the user who created the activity. From the document header.
  Cube	The cube or volume used in this warehouse operation. From the activity line.
  Customer	The name of the business affiliate Customer, from the document header.
  Date created	The date the system created the activity. From the document header.
  Description	The description of the Item # from the item master. From the activity line.
  Dim Wt	The dimensional weight used in this warehouse operation. From the activity line.
  Document #	The unique identifier for this document, generated by SmartTurn when the document is created in the system. For example: SI-000001, RCPT-000287, ADJ-000015.
  Document Type	The kind of SmartTurn document this activity line is from: Adjustment, Bill of Lading, Bin Transfer, Cycle Count, Inventory Edit, Kit Order, Kit, License Edit, Pack Plan, Pick Plan, Pick Ticket, Purchase Order, Receipt, Sales Order, Shipment, Storage.
  Due Date	The date the activity is due to be completed. From the document header.
  Item #	The item master number. From the activity line.
  Item Status	The status of the activity line: Saved, Approved, Started, In Progress, Ready, Closed, Cancelled, Committed, Consumed.
  Line Type	The type of line item. Only applicable: when the Document Type is Kit Order or Kit (used to distinguish products, by-products, and components) OR when the Document Type is Pick Ticket (used to distinguish pick ticket items and rejected picks) or Shipment (used to distinguish shipment items and voided shipment items). Rejected picks and voided shipment items have a Line Type of Anomaly Item.
  Lot #	The lot number assigned to the item. From the activity line.
  Owner	The name of the business affiliate Owner, from the document header.
  Pallets	The number of pallets used in this warehouse operation. From the activity line.
  Priority	The priority for the activity. From the document header.
  Scheduled date	The date the activity is scheduled to be completed. From the document header.
  Serial #	The serial number assigned to the item. From the activity line.
  Total cost	The total cost or value of the activity line. Calculated by multiplying the cost of the inventory item associated with this activity by the Qty of the line. Only available for activity items that specifically reference inventory items or inbound processes. (For purchase orders, the cost is the purchase cost from the item master, or the user override of that.)
  Total price	The total price of the activity line. Calculated by multiplying the price or user-overridden price by the Qty of the line. Only available for outbound processes.
  Transaction date	The actual date that the warehouse operation took place. From the document header. On Adjustments, Bin Transfers, Cycle Counts, Edit Documents, License Number Edits, Pick Plans, and Pick Tickets this is called the Transaction date. On Purchase Orders, it is called the PO Date. On Sales Orders, it is called the SO Date. On Receipts, it is called the Receipt Date. On Shipments, it is called the Shipment Date. On Bills of Lading, it is called the Date. On Kit Orders, it is called the Kit Order Date. On Kits, it is called the Kit Date. On Storage Documents, it is called the Items in Storage As Of date.
  Vendor	The name of the business affiliate Vendor, from the document header.
  Warehouse	The warehouse in which the operation took place. From the document header.
  Wave #	Alphanumeric ID for this set of work, generated for the system when this set of work is initiated. Unique in the tenant. From the document header. All documents involved in fulfilling this set of work have the same Wave #. For a batch of shipments, this includes: the sales orders and the shipments. For a Pick to Staging Wave, this includes: the sales orders, the pick plan, and the pick tickets. For a Pick/Pack Wave, this includes: the sales orders, the pack plan, the bills of lading, the pick plan, and the pick tickets.

• Activity line manager field descriptions
  General Information (In the top section of the screen)
  Name	The name for the activity line manager. This is required and must be unique.
  Description	The activity line manager description.
  Criteria
  Line #	Auto-generated ID for the view.
  Name	The name of the activity line manager criteria being used to gather the activity lines for the manager.
  Description	The description of the activity line manager criteria.
  Fields available when viewing activity line managers
  Broker	The name of the business affiliate Broker, from the document header.
  Business Process	The overall direction (relative to the warehouse) of the business process in which the activity line is involved. Inbound lines include purchase orders, receipts, kit order products and by-products, kit products and by-products, adjustments, cycle counts, voided shipment items (if the line was marked Return to Inventory) Outbound lines include sales orders, shipments, pack plans, bills of lading, pick plans, pick tickets, kit order products (if the kit specification is for disassembly) and components, kit products (if the kit specification is for disassembly) and components, adjustments, cycle counts, rejected picks (if the line was marked Remove from Inventory) No effect lines include bin transfers, license edits, storage, edit documents, voided shipment items (if the line was not marked Return to Inventory), rejected picks (if the line was not marked Remove from Inventory). Known Issue: For adjustments and cycle counts, the Qty on the activity line is not the amount that was brought into inventory or removed from inventory. The Qty is the result of the transaction on the line. For example: for adjustments, the Qty is the New Qty (not the increase or decrease from the Current Qty); for cycle counts, the Qty is the Counted Qty (not the increase or decrease from the Previous Qty).
  Carrier	The name of the business affiliate Carrier, from the document header.
  Complete date	The date the activity was completed in the system. From the document header.
  Created by	The username of the user who created the activity. From the document header.
  Cube	The cube or volume used in this warehouse operation, based on the Qty of the line. From the activity line.
  Customer	The name of the business affiliate Customer, from the document header.
  Date created	The date the system created the activity. From the document header.
  Description	The description of the Item # from the item master. From the activity line.
  Dim Wt	The dimensional weight used in this warehouse operation, based on the Qty of the line. From the activity line.
  Document #	The unique identifier for this document, generated by SmartTurn when the document is created in the system. For example: SI-000001, RCPT-000287, ADJ-000015.
  Document Type	The kind of SmartTurn document this activity line is from: Adjustment, Bill of Lading, Bin Transfer, Cycle Count, Inventory Edit, Kit Order, Kit, License Edit, Pack Plan, Pick Plan, Pick Ticket, Purchase Order, Receipt, Sales Order, Shipment, Storage.
  Due date	The date the activity is due to be completed. From the document header.
  Item #	The item master number. From the activity line.
  Item Status	The status of the activity line: Saved, Approved, Started, In Progress, Ready, Closed, Cancelled, Committed, Consumed.
  Line #	The document line number. From the activity line.
  Line Type	The type of line item. Only applicable: when the Document Type is Kit Order or Kit (used to distinguish products, by-products, and components) OR when the Document Type is Pick Ticket (used to distinguish pick ticket items and rejected picks) or Shipment (used to distinguish shipment items and voided shipment items). Rejected picks and voided shipment items have a Line Type of Anomaly Item.
  Lot #	The lot number assigned to the item. From the activity line.
  Owner	The name of the business affiliate Owner, from the document header.
  Pallets	The number of pallets used in this warehouse operation, based on the Qty of the line. From the activity line.
  Priority	The priority for the activity. From the document header.
  Product ID	The Item number that the Vendor for this product uses. From the activity line.
  Qty	The amount of goods being processed on the line. For adjustments, this is the New Qty. For bills of lading, this is the Qty to Pack before the item has started being picked the Qty Avail to Pack as the item is being picked and delivered to the packing station the Qty Packed once the item is Closed and has left the warehouse. For bin transfers, this is the Transfer Qty. For cycle counts, this is the Counted Qty. For inventory edits, this is the Edited Qty. For kit orders, this is the Ordered Qty. For kits, for products and by-products, this is the Produced Qty. for components, this is the Qty Pulled. For license edits, this is the Licensed Qty. For pack plans, this is the Qty to Pack. For pick plans, this is the Qty to Pick. For pick tickets, this is the Qty Picked. For rejected picks, this is the Qty Rejected. For purchase orders, this is the Ordered Qty. For receipts, this is the Received Qty. For sales orders, this is the Ordered Qty. For shipments, this is the Qty Shipped. For voided shipment items, this is the Qty Voided. For storage, this is the Qty on Hand.
  Scheduled date	The date the activity is scheduled to be completed. From the document header.
  Serial #	The serial number assigned to the item. From the activity line.
  Total cost	The total cost or value of the activity line. Calculated by multiplying the cost of the inventory item associated with this activity by the Qty of the line. (For outbound processes -- for example, sales orders -- the cost is the purchase cost from the item master.)
  Total price	The total price of the activity line. Calculated by multiplying the price or user-overridden price by the Qty of the line. (For inbound processes -- for example, purchase orders -- the price is from the sales price from the item master.)
  Transaction date	The actual date that the warehouse operation took place. From the document header. On Adjustments, Bin Transfers, Cycle Counts, Edit Documents, License Number Edits, Pick Plans, and Pick Tickets this is called the Transaction date. On Purchase Orders, it is called the PO Date. On Sales Orders, it is called the SO Date. On Receipts, it is called the Receipt Date. On Shipments, it is called the Shipment Date. On Bills of Lading, it is called the Date. On Kit Orders, it is called the Kit Order Date. On Kits, it is called the Kit Date. On Storage Documents, it is called the Items in Storage As Of date.
  Vendor	The name of the business affiliate Vendor, from the document header.
  Warehouse	The warehouse in which the operation took place. From the document header.
  Wave #	Alphanumeric ID for this set of work, generated for the system when this set of work is initiated. Unique in the tenant. From the document header. All documents involved in fulfilling this set of work have the same Wave #. For a batch of shipments, this includes: the sales orders and the shipments. or a Pick to Staging Wave, this includes: the sales orders, the pick plan, and the pick tickets. For a Pick/Pack Wave, this includes: the sales orders, the pack plan, the bills of lading, the pick plan, and the pick tickets.