NOTE that you can click a column title to sort the grid by that column.

Add (button)

Click the button to add a new set of property policies.

Code

The user-assigned identification number for a set of property policies, for example, Standard, TAM1, TAM1.

Click the link to open the add/edit Property Policies page to edit property policies for an existing property policies Code.

NOTE that one property policy Code is selected as the Default Property Policy Code on the Global Policies Tab.

Description

The description for the property policies Code, for example, Standard Policies, Tampa Property 1, Tampa Property 2.

Delete

Click the button to delete the property policy set.

An asterisk * indicates a required field.

Property Policy Link

You can select this link, which displays above the tab, to display the grid again.

Code *

Enter a code to use for a grouping of property policies.

You may want to set up a naming and numbering schema. For example, the policies necessary for three properties in Tampa, Florida might be coded TAM1, TAM2, and TAM3.

Description *

Enter a description of the property policies.

Following the example above, we could have TAM01 with a description of Tampa Property 1 or Arbor Pointe Apartments, etc.

Default email for inventory in need of reorder

Enter the email address to use to notify that a Warehouse Item is at or below the reorder level so that it can be reordered manually in the Inventory module (Inventory—Transactions—Reorder Inventory).

The email is triggered when BOD is run and the property policy Automatically Reorder Warehouse Items is turned off.

Use the standard email format of name@company.com. You can enter up to 50 characters.

Default Materials Income Code

Enter a materials income code to establish the default. Check with your accounting department to get this code.

The income code must exist in eSite, and if you use eFinancials, the same income code must also exist in eFinancials.

Default Labor Income Code

Enter a labor income code to establish the default. Check with your accounting department to get this code.

The income code must exist in eSite, and if you use eFinancials, the same income code must also exist in eFinancials.

Print recurring work orders during BOD process

Checked - Recurring work orders will print automatically when Begin of Day is run.

Unchecked (default) - Recurring work orders will not print automatically when Begin of Day is run.

Automatically Reorder Warehouse Items

Checked - The policy triggers the BOD process to reorder any Warehouse Items that meet this criteria:

(Quantity available + quantity on order + pending POs) is less than or equal to the reorder point

Unchecked (default) - The system sends a notification by email that Warehouse Items are at or below the reorder point so that they can be reordered manually in the Inventory module (Inventory–Transactions–Reorder Inventory). The system does not automatically reorder eligible Warehouse Items when Begin of Day is run.

NOTES

When you are not using eFinancials or ePO, so Inventory Valuation is not being used, then this policy should be unchecked.

Instead, when Inventory Usage is added for a work order, then the Warehouse Item used for the work order must be reordered manually using the Inventory–Transactions–Reorder Inventory process. Refer to the Inventory module for more information.

Refer to Additional Information section below for more information about this policy.

Cancel

Click to exit without saving changes.

Save

Click to save changes.

1. From the eService menu, select Setup—Policies—Property Policies.
2. Click Add.
3. Complete the Property Policies Tab. Use the fields list for help.
4. Click Save.

1. From the eService menu, select Setup—Policies—Property Policies.
2. From the Code column, select the policy you want to edit.
3. From the eService menu, select Setup—Policies—Global Policies.
4. Complete the Property Policies Tab. Use the fields list for help.
5. Click Save.

1. From the eService menu, select Setup—Policies—Property Policies.
2. Click the Delete icon for the policy you want to delete.
3. Click Confirm Delete.

The property policy, Automatically Reorder Warehouse Items has these effects in eService.

Policy turned on

Policy's Effect on Begin of Day Process in eService

The system looks up all Warehouses associated (in the Inventory module) with the selected property and runs the reorder process for all the Items in those Warehouses. This means:

In eFinancials, Purchase Orders are created from the Reorder Inventory process that is run by the system when the BOD process is run. Purchase Orders are created, using the Reorder Quantity, Reorder Vendor ID, and Standard Unit Cost.

About the purchase order process:

• The purchase order for the reorder is created for the user who started the reorder process.

• The user’s budget limits are used for the purchase order.

• The normal authorization process must occur for this purchase order to move forward in the reorder process from a Pending status.

In the Inventory module, Warehouse Items' quantity values are updated (in Inventory – Setup – Global Setup – Warehouse Items)

The PO List report is updated with purchase orders generated by the reorder process.

The Exceptions report shows any exceptions as that are a result of the reorder process.

Policy's Effect on Reports

The Begin of Day process prints the following reports.

The PO List report shows purchase orders created as a result of the reorder process for Value Inventory only.

The Exceptions Report shows any exceptions as that are a result of the reorder process.

Policy turned off

Policy's Effect on Begin of Day Process in eService

The system sends a notification by email that Warehouse Items are at or below the reorder point so that they can be reordered manually in the Inventory module ( Inventory–Transactions–Reorder Inventory).

Refer to the Inventory module Help for details about the process that creates purchase orders for items that are manually reordered.