Regions

A Region is an area that can cover several locations or divisions.
By using regions, reports and inquiries can be produced for a specific area covering multiple divisions/locations.
Regions can be defined for separate purposes of reporting on G/L Accounting, on Inventory, on Customer, or on Tax Regions.

Regions can be maintained in the Region Codes window in the "Company & Divisions" parameters on the System tab of the Configure System Settings.
An operator must be assigned a Security Role that allows permission to the System - Regions in order to access this table.

To setup the Region codes, the prompts are:

REGIONS TYPE

Select one of the following region types:

• Click on Accounting to setup regions applicable only to accounting reports.
  Some of the reports that offer the Accounting region selection option include:
  G/L Account Inquiry
  Trial Balance
  Business Report
  Income Statement
  Twelve Month Business Report
  YTD Comparative Business Report
  Comparative Business Report
  Rolling Twelve Month Business Report
  Sales Tax Report
  Vendor Account Inquiry
  Customer Account Inquiry
  Customer Document Inquiry
  Customer Utilization Report
  First Tier Pricing Report
  Aged A/P Detail
  Aged A/P Summary
  Accounts Payable Activity Report
  Detailed Contract Report by Division
  Unbilled Contracts Report
  Reprint Daily Business Reports
  Invoice Approval Status Report
  On Hold Invoice Report
  Override Report
  New Acquisitions Report
  Disposal Transactions Report
  $ Utilization By Group
  $ Utilization By Product
  Inventory Adjustment Report
  Daily Status Code Summary Report
  Return on Investment
  Rental Simulation Spreadsheet
  Reservations Report
  Reservation Deposits Reminder List
  Work Order Report
  Work Order vs Estimate Actual
  Repair History Inquiry
  Print Maintenance Work Orders
  Open Work Order Report
  Open Cylinders Deliveries Report
  Quotation Status Report
  Print Regional Rental Rate Matrix
  Rate Discount Tracking Report
  Service Code Report
  Division Revenue Report
  Product Revenue Report
  Flash Sales Report
  Unbilled Revenue Report
  Sales Inventory Value Report
  

• Click on Inventory to setup regions applicable only to inventory reports and utilities.
  Some of the reports that offer the Inventory region selection option include:

  Print Count Tags
  Book Value Report
  Rental Utilization By Owning Division
  Rental Utilization By Status Code
  Missed Rental/Sales Report
  Inventory Re-Order Report
  Inventory Transfer Inquiry
  Time Utilization Report
  Invoice Cut-Off Report
  Date Counted Worksheet Report By Location
  Date Counted Report By Location
  Inventory Transfer Search
  Slow Moving Inventory
  Product Status Code Report
  Regional Reservation Processing
  Region Reservation Fulfillment
  Product/Group Bookings Report
  

• Click on Customer to setup regions applicable only to customer reports.
  Some of the reports that offer the Customer region selection option include:

  Customer Statements
  Customer Revenue Report
  Aged A/R Summary
  Aged A/R Detail
  Customer Lists
  Accounts Opened Report
  Customer Credit Rating Report
  Apply Payments and Credits
  Clear Unapplied Balances
  Selection Criteria for Customers
  Customer Payments Activity Report
  

• Click on Tax to setup regions applicable only to tax reports such as:

  Sales Tax Report
  Tax Activity Report

REGION CODE

Enter a Region Code, up to 3 characters.
A window is provided to view and select from existing region codes according to the Region Type selected above.

DESCRIPTION

An identifying description for the Region Code can be entered.

DOCUMENT TYPE

This field only applies to 'Inventory Regions' and enables products to be drawn from other locations in the region.
This option is not displayed for other types of regions.

Select one of the following for this 'Inventory Region':

• Click on "None" if this is a standard Inventory Region and the region is not used to share products across the region for Reservation or Contract fulfillment.
  A division can be included in multiple standard Inventory Regions that are not flagged as 'Reservation' or as 'Contract' regions.

• Click on "Reservation" to activate the 'Region Reservation Fulfillment' feature for this Inventory Region, which allows products that have overbooked quantity on Reservations to be automatically transferred from other locations in the Default Inventory Region to fill the Reservation.
  This process uses the Region Reservation Fulfillment utility to create the Internal Branch Transfers in the defined number of days before the product detail Date Out.
  Refer to 'Regional Reservation Processing' in the Divisional Inventory Parameters for more information on this feature.

  To avoid region confusion, a division can not be assigned to more than one Inventory Region that has been checked as a Reservation fulfillment region.

• Click on "Contract" to share available rental and sales products with the other locations in this Inventory Region.
  This process is useful when multiple divisions share products or an equipment yard.

  This feature only applies to products when the availability checking on the Groups is activated, and only applies on Contracts and to the Counter Worksheet when it is converted to a Contract.
  This process allows rental and sales products that are not available at the contract location, but are available within the same 'Inventory Region', to be put out on a Contract by providing the option to move the item from the shared location to the contract out location and by using a one-step Internal Transfer created automatically to complete the transfer.
  The Rental Return will return the products to the Location specified in the return.
  However if a transferred product is deleted from the contract, this does not automatically reverse the transfer. The reversing transfer would need to be generated manually to return the product to the source location if required.

  Note: Serialized sales parts and Rental products with a Product Status Code that does not allow transfers, are excluded from this regional availability/auto-transfer process.

  To avoid region confusion, a division can not be assigned to more than one Inventory Region that has been checked as a Contract fulfillment region.

Note: If a Region should apply to both the "Reservation" and the "Contract" fulfillment features, two separate regions with the same locations need to be setup.

Region Details

• Division/Location List
  For Accounting, standard Inventory, or Customer regions, enter all the Divisions or Locations that should be included in this Region Code group.
  A drop-down box is provided on the Div field to select from available divisions setup in Divisions, and a division can be included in multiple regions.

• Reservation / Contract Inventory Fulfillment List
  For Inventory regions that have been flagged as a Reservation or a Contract type fulfillment region, a Divisions or Location can only be included in one of that type of Inventory Region.
  A drop-down box is provided on the Div field to select from available divisions setup in Divisions.

  RANK

  The Rank field is provided to establish an optional priority for fulfillment, where the lower the Rank number equals the higher the priority. (e.g. Rank 1 gets priority over Rank 2)

  Refer to Regional Reservation Processing in the Divisional Inventory Parameters for more information on the Reservation feature.
  Refer to the explanation above for the Document Type for more information on the auto-transfer functionality for the Contract fulfillment feature.

• Tax List
  For Tax reporting, enter all the Divisions that should be included in this Tax Region Code group.
  A window is provided on the Tax field to select from available tax codes as defined in Tax Codes.

Finished?

Click ACCEPT to accept the information and close the window.