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Panel Field Descriptions

Action

Display only. CA-PanAPT displays the action you have selected.

Library Code / subcode

Display only. CA-PanAPT displays the Library Code / subcode you have selected for viewing or maintenance.

Inventory options
Inventory enabled

Required. Length: 1. Valid values: Y (Yes) or N (No):

Y Inventory Records are set up for members of the Production level library. CA‑PanAPT expects to maintain those inventory members.

N This is the default. CA-PanAPT does not create or maintain inventory information for the Library Code. Inventory information is not available to the models.

Enter Y if you want to maintain Inventory Records for each member in this Library Code.

If the inventory is not enabled, and any of the inventory options is enabled, CA‑PanAPT detects an inconsistency. If illogical combinations of options are specified (like Inventory NOT enabled and Auto approve Inventory at creation), an error message displays and the cursor is placed on the first option that is in error. This is a sample of an error message:

APCS1910-33 Field must be Y if an exit or assignment option is specified.

The cursor is positioned on the Inventory Enabled field.

Inventory qualifier

Optional. Length: 8. Type: alphanumeric. Default: Library Code.

CA-PanAPT identifies members according to a combination of member name and Inventory qualifier. If you set up several Library Codes that use the same Production (or QA) library, you must specify the same Inventory qualifier on all the Library Codes that share that library. Otherwise, CA‑PanAPT considers member XYZ for Library Code AA to be different from member XYZ for Library Code BB when XYZ is the same member in the same library.

The Inventory qualifier is normally the same as the Library Code / subcode. The example below shows three Library Codes (AA, BB, and CC) that use a common Production Library. Specify the same Inventory qualifier (in this case, ABC) for each of the three Library Codes so that assigning member XYZ for Library Code AA is equivalent to assigning XYZ for all three Library Codes.


Member

Library Code (Default: Inventory qualifier)


Inventory Qualifier

XYZ

AA

ABC

XYZ

BB

ABC

XYZ

CC

ABC

The Inventory qualifier is used when you set up Move Requests so that CA‑PanAPT can ensure that only one user has control of each individual member. The member can be assigned to several Move Requests simultaneously.

Never change the Inventory qualifier as long as there are Inventory Records on the file for this Library Code or any outstanding Move Requests for this Library Code.

Auto create at assignment

Required. Length: 1. Valid values: Y (Yes) or N (No):

Y An Inventory Record is created (if it does not exist) when a user performs the Assignment function of a member. The user is prompted with the inventory panels. This option allows enlarging the Inventory File as needed. An Inventory Record for a member does not exist until it is created explicitly or by using Auto Create at Assignment.

N This is the default. When a user performs the assignment function of a member, if an Inventory Record does not exist, the assignment is not allowed.

Select N if your site must record and validate fields in the inventory that the typical requestor cannot be expected to enter.

Auto approve at creation

Required. Length: 1. Valid values: Y (Yes) or N (No):

Y When a new Inventory Record for a member in this Library Code is created it is marked as Approved. This is true both for records added using the Inventory Maintenance panel and for records created using Auto Create at Assignment.

No separate approval is required for the record. However, no one has the chance to inspect the record before it is used. Sites that choose this option rely on users to provide correct information when they add Inventory Records.

N This is the default. Marks all new Inventory Records as Unapproved. An authorized user must inspect the record and mark it Approved before any Move Requests containing the member can be closed (processed).

A user‑coded Inventory Edit Exit can mark the record Approved or Unapproved, overriding the default specification.

Note: If the Inventory Enabled field (above) is set to N, you must enter N in this field.

Require approved Inventory Record

Required. Length: 1. Valid values: Y (Yes) or N (No):

Y When you close a Move Request, every member of this Library Code in the Move Request must have an approved Inventory Record. The Move Request cannot be closed until the Inventory Records are marked Approved.

N This is the default. When you close a Move Request, inventory approvals is not considered for members of the Move Request.

Note: If Inventory Enabled field (above) is set to N, you must enter N in this field.

Edit Exit
program

Optional. Length: 8. Type: alphanumeric.

This field specifies the name of the program to be called when any user is using CA‑PanAPT commands to change the Inventory Record. This exit can modify the user's entries or reject the changes.

parameter

Optional. Length: 50. Type: alphanumeric.

This field passes a user parameter to the Inventory exit program for this Library Code.

Assignment options
Assignment enabled

Required. Length: 1. Valid values: Y (Yes) or N (No):

Y Assign a member in a Move Request properly (according to site‑specified criteria) before the Move Request can be closed.

N This is the default. Members of the Library Code cannot be assigned or checked out.

Auto assignment with move request

Required. Length: 1. Valid values: Y (Yes) or N (No):

Y CA-PanAPT automatically assigns responsibility for a member to the user who is adding the member to a Move Request even though that user does not have assigned responsibility for that member, if the member is not already assigned to anyone else.

Members of a Move Request added through the Batch Add Interface also follow this assignment process when the Move Request is being changed.

N This is the default. CA-PanAPT does not automatically assign members. If assignment is required, the user must use the CA-PanAPT Assign function for all members before adding them to the Move Request

Auto Release at prod move time

Required. Length: 1. Valid values: Y (Yes) or N (No):

Y CA-PanAPT automatically releases the members if they are not found in any other Move Requests when the members are moved into their final destination (either the highest level used by the Move Request, or the Early Stop level for the Move Request) or deleted from a Move Request.

The user who had been assigned responsibility for those members is no longer responsible. This is the natural counterpart of Auto Assign.

If members being automatically released are found on another Move Request, they might be reassigned to that Move Request, and the assigned-to user might change, depending on the value of the Reassign/Transfer flag in the Control File. If the member is reassigned and if the member name inventory qualifier is found, CA-PanAPT changes the member's assigned-to Move Request to the Move Request that contains the member name/inventory qualifier and has the earliest scheduled move date.

N This is the default. CA-PanAPT does not do any Automatic Releases. However, it does reassign the member to another Move Request, or it blanks out the assigned - to Move Request field. You must use the CA‑PanAPT Release function if release is desired.

For more information on releasing members, see "Reassign/Release Processing" in the "Move Requests" chapter.

Retrieve enabled

Required. Length: 1. Valid values: Y (Yes) or N (No):

Y When a member has been successfully assigned, it is eligible for Retrieve processing. You must specify appropriate Retrieve Model specifications on a later panel. The Retrieve function can be accessed explicitly through the Inventory File Maintenance or Move Request maintenance action of Assign and Retrieve (RET). It can be accessed implicitly when a member becomes assigned. Assignment occurs from the Inventory Assignment function (ASN) or through the Move Request Maintenance actions of Create (ADD) and Change (CHG).

N This is the default. CA-PanAPT does not allow any Retrieve processing for members associated with this Library Code.

Auto Retrieve at assignment

Required. Length: 1. Valid values: Y (Yes) or N (No):

Y Retrieve processing occurs implicitly for members for this Library Code that are successfully Assigned during the Move Request Maintenance actions of Create (ADD) and Change (CHG), or during the Inventory File Maintenance action of Assign (ASN). Y is allowed only if the Retrieve Enabled field also has a value of Y.

N This is the default. You can do Retrieve processing for members of this Library Code only through the Inventory File Maintenance or Move Request maintenance Assign and Retrieve (RET). If Retrieve is not enabled, this field must be specified as N.