Item Master Form

Tab/Side Buttons Field Group Field Type

Item Number Item Name Search Name Overview Tab Item Details Item Group

Entry Field Entry field Entry Field

Non Enum

Item Type

Enum

Identification

Item Number Item Name Search Name

Non Editable Non Editable Non Editable Non Editable Entry Field Non Enum

Item Item Type Text Item Group

Cost Group

Non Enum

Inventory Model Group

Non Enum

Dimension Group

Non Enum

Coverage Group

Non Enum

Groups

Commission Group

Non Enum

Batch Number Group Serial Number Group

Non Enum

Non Enum

General

General Buyer Group Non Enum

Packing Group

Non Enum

Product Model Group

Non Enum

Item Price Tolerance Group

Non Enum

Counting

Counting Group

Non Enum

Default Configuration

Non Enum

Product Configuratort

Configurable

Check Box

Identical

Check Box

Modeling Enabled Hide Dialog Box Hide Approval Dialog

Check Box Check Box Check Box

Product Builder

Product Builder Autostart Configuration Mandatory Configuration Check Box Check Box

Autocreate Combinations Item Dimension Setup

Check Box

Use Combination Cost Price

Check Box

Item Dimensions Default

Size Color

Non Enum Non Enum

Latest Purchase Price

Check Box

Latest Cost Price

Check Box

Price Update

Price Update

Sales Price Model

Enum

Base Price

Enum

Contribution Ratio

Entry Field

Setup Tab

Misc. Charges Pct.

Entry Field

Inventory Unit

Non Enum

Volume

Entry Field

Packing Quantity

Entry Field

Item Data

Item Data

Net Weight

Entry Field

Tare Weight Gross Weight Gross Depth Physical Dimensions Gross Width Gross Height Pallet Type Pallet Quantity Min. Output Pallet Quantity Warehouse Management Quantity Per Layer Sort Code Package Handling time Arrival Handling Time Item Tagging Level RFID Tagging Pallet Tagging

Entry Field Entry Field Entry Field Entry Field Entry Field Non Enum Entry Field Entry Field Entry Field Entry Field Entry Field Entry Field

Enum

Check Box

Purchase Unit Misc. Charges Group

Non Enum Non Enum

Purchase Order

Purchase Order

Item Sales Tax Group Overdelivery Underdelivery Intercompany Stopped Sales Unit Misc. Charges Group Item Sales Tax Group Overdelivery Underdelivery Intercompany Stopped Bom Unit

Non Enum Entry Field Entry Field Check Box Non Enum Non Enum

Non Enum Entry Field Entry Field Check Box

Sales Order

Non Enum

Constant Scrap

Entry Field

BOM

Variable Scrap

Entry Field

Level Phantom

Entry Field Check Box

Auto Report as Finished

Check Box

Production Pool References Tab

Non Enum

Production Group

Non Enum

Property

Non Enum

Arrival

Check Box

Production

Flushing Principle

Enum

Overdelivery Transfer Orders Underdelivery Project Category

Entry Field

Entry Field Non Enum

Bom Calculation

Calculation Group

Non Enum

Stop Explosion Item Coverage Vendor Service Code Service Code Import Tariff Code Customs Tariff Export Tariff Code

Check Box

Non Enum Non Enum Non Enum

Non Enum

Excise Tariff

Excise Tariff Code

Non Enum

Price Max. Retail Price Price Unit Price Misc. Charges

Entry Field Entry Field Entry Field Entry Field

Price Quantity

Entry Field

Date of Price

Date

Incl. in unit Price Base Purchase Price

Checkbox

Line Discount

Non Enum

Multiline Discount

Non Enum

Total Discount

Checkbox

Supplementary Item Group Price Max. Retail Price Price Unit Price Misc. Charges Price/Discount Tab

Non Enum

Entry Field Entry Field Entry Field Entry Field

Price Quantity Base Cost Price Date of Price

Entry Field

Date

Incl. in unit Price

Checkbox

Price Max. Retail Price Price Unit Price Misc. Charges

Entry Field Entry Field Entry Field Entry Field

Price Quantity

Entry Field

Date of Price

Date

Base Sales Price

Incl. in unit Price Base Sales Price Line Discount Multiline Discount

Checkbox

Non Enum Non Enum

Total Discount

Checkbox

Supplementary Item Group

Non Enum

Company Item

Company Item Use Alternative Item Number Configuration Size Color ABC-Code Value

Non Enum Enum Non Enum Entry Field Non Enum Non Enum Enum

Item Alternative

ABC-Code Margin Other Tab ABC ABC-Code Revenue ABC-Code Carrying Cost Commodity Additional Units Foreign Trade

Enum

Enum

Enum Non Enum Entry Field

Foreign Trade

Misc. Charges Pct. Country/Region State Height Width Depth Density Department

Entry Field Non Enum Non Enum Entry Field Entry Field Entry Field Entry Field Non Enum Non Enum Non Enum

Measurement

Dimension Tab

Cost Centre Purpose

Transactions Button

On Hand Button Language Item Description Configurations Sizes Colors Item Dimension Combinations

Default Order Settings

Site Specific Order Settings

Warehouse Items Item Coverage Setup Button Barcodes

Setup Button GTIN Codes Item Quality Groups Presentations Customer Item Description Vendor Item Description External Codes Commission Calculator Unit Conversion

Posting VAT Commodity Codes

Sales Price

Line Discount

Multiline Discount

Total Discount

Purchase Price

Trade Agreement Button Line Discount

Multiline Discount

Total Discount

Supplementary Sales item

Supplementary Purchase item

Change Item Type

Functions Button

Edit Dimensions Create Item in company

Purchase Forecasting Button Sales Inventory Forecast

Lines Where-Used Designer Configuration Route Configuration Tree

BOM Button

Report as Finished Max. Report as Finished Route Button Project Statements Project Control Button Cost Control Invoice Control Cash Flow

Price Button

Lots Batches Open Purchase Order Lines Open Sales Order Line

Production Orders Non Conformances Inquiries Button Net Requirements Gross Requirement

ATP Information

Supply Overview Statistics Committed Cost

Master Form
Description Item no. comes automatically if the numer sequence is defined and is continous, else manual numbering of items. Name of the item Search Name for the item Select the item group to which the item is to be attached, as ledger transactions are done on basis of this group Item, BOM or Service. Select one on basis of the item creation Same as Item Number defined in the overview tab Same as Item Name defined in the overview tab Same as Search Name defined in the overview tab Same as Item type defined in the overview tab One can enter the description of the item here. It shows the item to which group it belongs and can be changed from here. Remarks

Mandatory & Unique NA They are indexed, so searching is fast Mandatory

NA

NA NA NA NA NA Mandatory

Here the cost group is basically Basically how much is selected for the BOM type of Item consumed in terms of work type, and breakdown of expenses centers, wages, overheads can be done according to items and material. and cost categories. It is selected basically for the calculating the storage purpose and posting an item to inventory. Types are LIFO, FIFO, Weighted Avg, Std. Cost.

Mandatory

Mandatory & Site is always a default configuration in Item dimensions have Color, Size, Storage Dimension Configuration. Storage Dimension has Site, Warehouse, Location, Pallet Id, Serial Number, Batch Number. It defines hoew the item will be planned by its coverage group. It is used to group itemswith similar characteristics so that they can be scheduled in the similar manner. It can be grouped for example depending upon the delivery time. Coverage group has coverage code in it like Requirement, Min/Max, Period, Manual.

Selecting a dimension group provides the dimension attached to the item. There are two types Item dimension and Storage Dimension.

NA

Slect the commission group for the item. Either commission can be given or it can be taken on the item defined. If it is so, then select the proper group to attach with the item for ledger posting. Select the group to use for the automatic batch number allocation. Select the group to use for the automatic serial number allocation.

NA

NA

NA

Buyer group are assigned to the item if it falls in the particular group like for eg. Manufacturer, retailer, etc. Also this buyer group is copied to purchase header, planned orders, displayed on the reports and used as a filter. Selection of the group is done when packaging of material or packaging material fees is used, so that proper posting occurs.

NA

NA

NA This is used for matching the price in Accounts payable invioce. Here the price is matched with the packing slip and the tolerance level of the price variation can be defined for acceptance. Counting Group is basically defined for the counting of inventories and associating the particular item with the counting group like zero inventory counting, fortnightly counting or monthly, etc. Whenever a BOM Configuration is defined any default configuartion for that item can be setup. When configurations are defined, while making sales, purchase, production does configuration can be changed. If yes then click this check box. When the item are build and they are identical and only variations in size or color is there then click the check box. Not Done Not Done Not Done

NA

NA

NA

NA

NA

NA NA NA

Not Done Not Done When any Item type has item dimensions with size, color or configuration, then combinations of it are need to be created. So before defining the sizes, colors if this check box is clicked all combinations of it are created. If a company wants to maintain the cost prices per item dimension combination the this checkbox must be clicked. Default Size that will be taken while making orders Default Color that will be taken while making orders Select this check box if company wants the price to be updated automatically with the most recent purchase price, which is excluding discount and miscellaneous charges. If not selected then purchase price defined in the Price/Disc. Tab will be taken always and one has to manually update it. Select this check box if company always wants to update the price in the price field of the Price/Disc. Tabto the price of the last receipt that is done in the inventory general or when the posting of negative inventory is done in BOM reporting it as a finished. If not checked then do it manually.

NA NA

Use only if all combinations are available, else manually create combinations depending upon the availability.

NA

NA NA

NA

NA

Three options are available of how to calculate the sales price i.e. None, Contribution Ratio, Miscellaneous Charges Percentage. None means sales price would be entered. Contribution Ration means price would be calculated based upon the contribution ratio developed. Misc. Charges Pct. means including the charges such as freight or fees and this are added either to production cost or the purchase price. How one wants to calculate the sales price either on the basis of purchase price or the cost price. If sales price model is selected as the contribution ratio then enter the contributio ratio here. If sales price model is selected as the Misc. Charges Pct. then enter the percentage to be added here. Unit of inventory like Pcs, Kg, Boxes, etc. Volume of one unit of item and is used in shipping information when volume is indicated on the packing slip. Amount in units of inventory on which packing duty is calculated. NA

If Sales Price Model is none this is of no relevant.

It is in percentage.

NA

NA

NA

NA

Net weight of the inventory unit and is used in packing slip info. If the item type is BOM, the net weight can be calculated as the sum of net weights of all the items or sub boms used to build the final product. Weight of container or box One unit weight including packaging. One unit Depth including packaging. One unit Width including packaging. One unit Height including packaging. Pallet type like a flat transport structure that support goods. Standard quantity on the pallet. If quanity is larger than or equal to this value, an output pallet transport is created. Quantity per layer on the standard pallet. Sequence in which to pick the item from the pallet with respect to other items. Time required to pick one package. Time used to handle the items per standard order. If tagging is mandatory then only select and it has two types: Item Tagging and Case Tagging. Select only if pallet tagging is mandatory. Unit in which the inventory is purchased Select the miscellaneous charges group defined for freight, fees, etc. NA

NA NA NA NA NA It could be of standard type. It is used for the inbound. NA NA NA NA NA

NA

NA

NA NA

Select the Sales Tax Group applicable for the item at the purchase time Acceptable overdelivery of items Acceptable underdelivery of items Transactions for the intercompany is being stopped if it is selected. Unit in which the inventory is sold Select the miscellaneous charges group defined for freight, fees, etc. Select the Sales Tax Group applicable for the item at the selling time Acceptable overdelivery of items Acceptable underdelivery of items Transactions for the intercompany is being stopped if it is selected. Consumption unit of BOM and it will be used in the BOM Line when we add the item to BOM Constant scrap is the amount of scrap generated every time the BOM is produced. Enter if the constant scrap is know and it is same as the unit of Raw material. Variable scrap is the amount that depends upon the process and varies accordingly. Enter the variable scrap amount. The lowest BOM level at which the item was processed in the last master scheduling. Select it if the item appears in the BOM as phantom.

NA Input as percentage Input as percentage NA NA NA

NA Input as percentage Input as percentage NA

NA

NA

Input as percentage

NA NA

This enables automatic reporting of the item as a finished when transactions are done on that item. Group order based upon the pools, or subcontracted orders based on the missing delivery, orders that are machine failure, etc. Select production group for controlling the posting in the ledger. Select a code for item characteristics created in the properties form. Selection of this will help in manually returned to production of BOM items that are having negative sales quantities. It is a method for registering item consumption against the production order. There are three types: Start, Finish and Manual

NA

NA

NA

NA

NA

Start: Enables the automatic consumption against a production order to the start phase. Start: It is default setting for new or existing item. Finish: Enables the automatic consumption when updating a prod. order as report as finished phase. Manual: Manually enter into the picking list. For transfer of orders acceptance level of overdelivery. For transfer of orders acceptance level of underdelivery. Select the project category in which the item will be used.

Input as percentage

Input as percentage NA

Select the calculation group which determines how the cost and sales prices are calculated and whether warnings should appear during the calculation process. If selected then the explosion of the planned purchase and production orders will be stopped at this BOM. Select if main vendor exists for the item Define the service code Select the appropriate import tariff code if the item is imported. Select the appropriate export tariff code if the item is exported. Select the appropriate excise tariff code if the item comes under excise. Purchase Price of the Item. Max. Retail Price No. of unit for which price applies Fixed sum added to the price Here quantity will be used only when miscellaneous charges are specified and it is per unit. Date of price when last changed If selected, then miscellaneous charges will be divided by the number in the Price quantity field, and then added to the price in the Price misc. charges field.

NA

NA

NA NA NA

NA

NA

NA NA NA NA It will be used if "Incl. in unit price" is selected NA

NA

Associating orders and purchase of Proportional to the volume this order to the line discount. discount

Associating orders and purchase of this order to the multiline discount. Select this check box to include the item in the calculation of the total discount in the sales order or purchase order. Use supplementary items only if the purchase or sale of certain pieces of an item qualifies for a bonus in the form of an extra item Cost Price of the Item. Max. Retail Price No. of unit for which price applies Fixed sum added to the price Here quantity will be used only when miscellaneous charges are specified and it is per unit. Date of price when last changed If selected, then miscellaneous charges will be divided by the number in the Price quantity field, and then added to the price in the Price misc. charges field. Sales Price of the Item. Max. Retail Price No. of unit for which price applies Fixed sum added to the price Here quantity will be used only when miscellaneous charges are specified and it is per unit. Date of price when last changed

Proportional to the bulk discount

NA

NA

NA NA NA NA It will be used if "Incl. in unit price" is selected NA

NA

NA NA NA NA It will be used if "Incl. in unit price" is selected NA

If selected, then miscellaneous charges will be divided by the number in the Price quantity field, and then added to the price in the Price misc. charges field.

NA

Associating orders and sales of this Proportional to the volume order to the line discount. discount Associating orders and sales of this order to the multiline discount. Select this check box to include the item in the calculation of the total discount in the sales order or purchase order. Use supplementary items only if the purchase or sale of certain pieces of an item qualifies for a bonus in the form of an extra item Proportional to the bulk discount

NA

NA

Common identification number in the intercompany transaction Select option for alternative item for the current one Select the alternative item no. in place of the current item Define its default Configuration Define its default Size Define its default Color Where does it stand in the ABC code value for inventory either none, A, B or C Where does it stand in the ABC code value for marginal income either none, A, B or C Where does it stand in the ABC code value for sales either none, A, B or C Where does it stand in the ABC code value for carrying cost either none, A, B or C Not Done Not Done

NA NA NA NA NA NA NA

NA

NA

NA NA NA

Not Done Not Done Not Done Height of the item Width of the item Depth of the item Density of the item Specify the department in which the item is used Specify the cost centre for which the item is used Specify the purpose and it can be anything like site or etc. Transactions done on the particular item Available on hand inventory of the item Define the Language Define configurations for the item Define Sizes for the item Define colors for the item Create combinations of items for different item dimension if autocreate combination is not selected. Define the default settings for purchase order, inventory and sales order like site, min. qty, lead time, working days, ATP, etc. Defining site specific settings like warehouse and any other specific setting needed to override the default order settings can be defined here. Linking the items to the particular ware house Not Done Setting up the barcodes for the particular item

NA NA NA NA NA NA NA NA NA NA

NA

NA

NA NA NA NA NA

NA

NA

NA NA NA

Not Done Defining the quality groups and associating the item to that group if it is in the quality inspection. Not Done Not Done Not Done Not Done Not Done Conversion of the units can be done here like 1 box is equal to how many pieces. Define the posting account for purchase order, inventory, production, sales order and standard cost variance. Not Done

NA NA NA NA NA NA NA NA

NA

NA

Define the trade agreement on sales price for the particular or group or for all customers on certain quantity of items Define the trade agreement on sales price for the line discount with discount percentage for the particular or group or for all customers on certain quantity of items Define the trade agreement on sales price for the multiline discount with discount percentage for the particular or group or for all customers on certain quantity of items Define the trade agreement on sales price for the total discount with discount percentage for the particular or group or for all customers on certain quantity of items

Overview of the form

Overview of the form

Overview of the form

Overview of the form

Define the trade agreement on purchase price for the particular or group or for all vendors on certain quantity of items Define the trade agreement on purchase price for the line discount with discount percentage for the particular or group or for all vendors on certain quantity of items Define the trade agreement on purchase price for the multiline discount with discount percentage for the particular or group or for all vendors on certain quantity of items Define the trade agreement on purchase price for the total discount with discount percentage for the particular or group or for all vendors on certain quantity of items Defining trade agreement for providing free or optional or first time sales supplementary items for the customer or group of customer or all customers Defining trade agreement for providing free or optional or first time purchase supplementary items for the customer or group of vendors or all vendors From here the item type of the selected item can be changed One can change the dimensions of the items receipts, on hand and issues inventory. Not Done

Overview of the form

Overview of the form

Overview of the form

Overview of the form

Overview of the form

Overview of the form

NA

NA

NA

Forecasting of the purchase item Forecasting of the Sales Item Forecasting of the Inventory items Hepls to create the Lines for the item type BOM. In which BOMS it is being Used. Tree view of BOM and one can add sub boms and item to it. Defining the configuration routes for the BOM lines. Shows in the form of the tree structure of configuration set for the BOM and its lines. Make the BOM type as report as finished and sends to the inventory. Not Done Not Done Not Done Not Done Not Done Not Done Form has active and pending costs for cost price, sales price and purchase price. One can activate the price with the effective date and even define the ersions for the price. Shows the generated lot of the item. Shows the generated batches of the item. Shows the open purchase order lines of the item. Shows the open sales order lines of the item.

NA NA NA If not BOM item type then disabled. NA If not BOM item type then disabled. If not BOM item type then disabled. If not BOM item type then disabled. If not BOM item type then disabled. If not BOM item type then disabled. NA NA NA NA NA

NA

NA NA NA NA

Shows the production orders of the item. Shows the non conformances of the item. Shows the net requirements of the item. Shows the gross requirement of the item. Used to see the quantities to make Available to Promise. ATP is the no. of inventories available to fulfill orders and it is equal to on hand inventory minus inventory allocated for backorders and reserved inventory. Not Done Not Done Not Done

NA NA NA NA

NA

NA NA NA