When a prep configuration from the Configurations tab is opened, the Edit Configuration page appears. This page includes four tabs for defining the configuration name, assigning locations, and setting calculation options for prep sheets.
From here, manage estimated usage calculations, prep rounding rules, and the option to display theoretical on-hand quantities.
Each configuration defines the default prep settings that apply to prep sheets for the associated locations. Read more about managing prep configurations.
Security
Users must have the following permission(s) to view and edit prep configurations:
Prep Settings → Configurations →
View Configurations
Edit Configurations
Navigation
Prep configurations are managed on the Prep Settings page, which opens from the Prep Sheets page.
Navigation Steps
Open the Inventory application.
Expand Prep.
Select Prep Sheets.
Click the gear button.
Open the Configurations tab.
Select a configuration.
Edit Configuration Page
Field | Description | |
|---|---|---|
1 | Back to List | Returns to the list of configurations on the Prep Settings page. |
2 | Configuration Tabs | List of tabs for the areas that can be adjusted for this configuration. Click a tab to open it. |
3 | Tab Details | Details being edited in the current tab. Read more about each tab below. |
4 | Additional Info Panel | Displays additional info about the selections being made on the open tab. The Learn More button links to R365’s knowledge base. |
5 | Save | Saves any changes made to the configuration. |
Configuration Tabs
Name & Location Tab
Field | Description | |
|---|---|---|
1 | Name | Name of the configuration.
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2 | Location(s) | The location(s) that these settings will apply to. Prep sheets run for any of the selected locations will have the settings and options selected in this configuration. |
Estimated Usage Tab
Field | Description | |
|---|---|---|
1 | Calculation | Calculation used to estimate usage. Options include:
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2 | Availability Toggle | Enables or disables this calculation as an option available for selection when running a prep sheet. |
3 | Default/Make Default | Indicates the default selection that will apply unless another option is selected on a prep sheet. When another theoretical usage option is made available, the Make Default button will appear on hover, which enables users to set a new default option.
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4 | Example | Expands to show a detailed example of the estimated usage calculation.
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Prep Quantity Rounding Tab
Field | Description | |
|---|---|---|
1 | Rounding Option | How values will be rounded on the prep sheet, if at all. Options include:
When rounding to a half or whole number, additional options are made available to select the rounding direction—whether to round up to the next whole/half, down to the preceding whole/half, or to the nearest whole/half.
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2 | Availability Toggle | Enables or disables the availability of the rounding type. When toggled on, the selected rounding type is an available rounding method on the prep sheet. |
3 | Default/Make Default | Indicates the default selection that will apply unless another option is selected on a prep sheet. When another rounding option is made available, the Make Default button appears on hover. This button sets a new default rounding option.
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4 | Default Example | Written explanation of the default selection. |
