item master form

7/31/2019 Item Master Form

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Tab/Side

ButtonsField Group Field Type

Item Number Entry Field

Item Name Entry field

Search Name Entry Field

Item Group Non Enum

Item Type Enum

Identification Item Number Non Editable

Item Name Non Editable

Search Name Non Editable

Item Type Non Editable

Text Entry Field

Item Group Non Enum

Cost Group Non Enum

Inventory Model

GroupNon Enum

Item Master

Item DetailsOverview Tab

Item


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Dimension Group Non Enum

Coverage Group Non Enum

Commission Group Non Enum

Batch Number

GroupNon Enum

Serial NumberGroup

Non Enum

Groups


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Buyer Group Non Enum

Packing Group Non Enum

Product Model

GroupNon Enum

Item Price

Tolerance GroupNon Enum

Counting Counting Group Non Enum

Default

ConfigurationNon Enum

Configurable Check Box

Identical Check Box

Modeling Enabled Check Box

Hide Dialog Box Check Box

Hide Approval

DialogCheck Box

General

Product Configuratort

Product Builder


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Autostart

ConfigurationCheck Box

Mandatory

ConfigurationCheck Box

Autocreate

CombinationsCheck Box

Use Combination

Cost PriceCheck Box

Size Non Enum

Color Non Enum

Latest Purchase

PriceCheck Box

Latest Cost Price Check Box

Item Dimension -

Setup

Item Dimensions -

Default


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Sales Price Model Enum

Base Price Enum

Contribution Ratio Entry Field

Misc. Charges Pct. Entry Field

Inventory Unit Non Enum

Volume Entry Field

Packing Quantity Entry Field

Setup Tab

Price Update


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Net Weight Entry Field

Tare Weight Entry Field

Gross Weight Entry Field

Gross Depth Entry Field

Gross Width Entry Field

Gross Height Entry Field

Pallet Type Non Enum

Pallet Quantity Entry Field

Min. Output Pallet

QuantityEntry Field

Quantity Per Layer Entry Field

Sort Code Entry Field

Package Handling

timeEntry Field

Arrival Handling

TimeEntry Field

Item Tagging Level Enum

Pallet Tagging Check Box

Purchase Unit Non Enum

Misc. Charges

GroupNon Enum

Item Data

Physical Dimensions

Warehouse

Management

RFID Tagging


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Item Sales Tax

GroupNon Enum

Overdelivery Entry Field

Underdelivery Entry Field

Intercompany

StoppedCheck Box

Sales Unit Non Enum

Misc. Charges

GroupNon Enum

Item Sales Tax

Group

Non Enum



Intercompany

StoppedCheck Box

Bom Unit Non Enum

Constant Scrap Entry Field

Variable Scrap Entry Field

Level Entry Field

Phantom Check Box

Purchase Order

Sales Order

BOM


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Auto Report as

FinishedCheck Box

Production Pool Non Enum

Production Group Non Enum

Property Non Enum

Arrival Check Box

Flushing Principle Enum



Project Category Non Enum

References

Tab

Production

Transfer Orders


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Bom Calculation Calculation Group Non Enum

Stop Explosion Check Box

Vendor Non Enum

Service Code Service Code Non Enum

Import Tariff Code Non Enum

Export Tariff Code Non Enum

Excise Tariff Excise Tariff Code Non Enum

Price Entry Field

Max. Retail Price Entry Field

Price Unit Entry Field

Price Misc. Charges Entry Field

Price Quantity Entry Field

Date of Price Date

Incl. in unit Price Checkbox

Line Discount Non Enum

Customs Tariff

Base Purchase Price

Item Coverage


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Multiline Discount Non Enum

Total Discount Checkbox

Supplementary

Item GroupNon Enum

Price Entry Field





Date of Price Date


Price Entry Field





Date of Price Date

Price/Discount

TabBase Cost Price


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Line Discount Non Enum

Multiline Discount Non Enum

Total Discount Checkbox

Supplementary

Item GroupNon Enum

Company Item Company Item Non Enum

Use Enum

Alternative ItemNumber

Non Enum

Configuration Entry Field

Size Non Enum

Color Non Enum

ABC-Code Value Enum

ABC-Code Margin Enum

ABC-Code Revenue Enum

ABC-Code Carrying

CostEnum

Commodity Non Enum

Additional Units Entry Field

Base Sales Price

Other Tab

Item Alternative

ABC


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Misc. Charges Pct. Entry Field

Country/Region Non Enum

State Non Enum

Height Entry Field

Width Entry Field

Depth Entry FieldDensity Entry Field

Department Non Enum

Cost Centre Non Enum

Purpose Non Enum

Language Item

Description

Configurations

Sizes

Colors

Item Dimension

Combinations

Default Order

Settings

Site Specific Order

Settings

Warehouse Items

Item Coverage

Barcodes

-Dimension Tab

Foreign Trade

Measurement

Transactions Button

On Hand Button

Setup Button


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GTIN Codes

Item Quality

Groups

Presentations

Customer ItemDescription

Vendor Item

Description

External Codes

Commission

Calculator

Unit Conversion

Posting

VAT Commodity

Codes

Sales Price

Line Discount

Multiline Discount

Total Discount


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Purchase Price

Line Discount

Multiline Discount

Total Discount

Supplementary

Sales item

Supplementary

Purchase item

Change Item Type

Edit Dimensions

Create Item in

company

Trade Agreement Button

Functions Button


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Purchase

Sales

Inventory Forecast

Lines

Where-Used

Designer

Configuration

Route

Configuration Tree

Report as Finished

Max. Report as

Finished

Project Statements

Cost ControlInvoice Control

Cash Flow

Lots

Batches

Open Purchase

Order Lines

Open Sales Order

Line

Forecasting Button

BOM Button

Route Button

Project Control Button

Price Button


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Production Orders

Non Conformances

Net Requirements

Gross Requirement

ATP Information

Supply Overview

Statistics

Committed Cost

Inquiries Button


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Description Remarks

Item no. comes automatically if

the numer sequence is defined andis continous, else manual

numbering of items.

Mandatory & Unique

Name of the item NA

Search Name for the itemThey are indexed, so

searching is fast

Select the item group to which the

item is to be attached, as ledger

transactions are done on basis of

this group

Mandatory

Item, BOM or Service. Select one

on basis of the item creation NA

Same as Item Number defined in

the overview tabNA

Same as Item Name defined in the

overview tabNA

Same as Search Name defined in

the overview tabNA

Same as Item type defined in the

overview tabNA

One can enter the description of

the item here.NA

It shows the item to which group it

belongs and can be changed from

here.

Mandatory

Here the cost group is basically

selected for the BOM type of Item

type, and breakdown of expenses

can be done according to items

and cost categories.

Basically how much is

consumed in terms of work

centers, wages, overheads

and material.

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

Form


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Selecting a dimension group

provides the dimension attached

to the item. There are two types

Item dimension and Storage

Dimension.

Item dimensions have Color, Size,

Configuration.

Storage Dimension has Site,

Warehouse, Location, Pallet Id,

Serial Number, Batch Number.

Mandatory & Site is always a

default configuration inStorage Dimension

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.

NA

Slect the commission group for theitem. 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.

NA

Select the group to use for the

automatic batch number

allocation.

NA

Select the group to use for the

automatic serial number

allocation.

NA


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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.

NA

Selection of the group is done

when packaging of material or

packaging material fees is used, so

that proper posting occurs.

NA

NA

This is used for matching the price

in Accounts payable invioce. Herethe price is matched with the

packing slip and the tolerance level

of the price variation can be

defined for acceptance.

NA

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.

NA

Whenever a BOM Configuration is

defined any default configuartion

for that item can be setup.

NA

When configurations are defined,

while making sales, purchase,

production does configuration can

be changed. If yes then click this

check box.

NA

When the item are build and they

are identical and only variations in

size or color is there then click the

check box.

NA

Not Done NA

Not Done NA

Not Done NA


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Not Done NA

Not Done NA

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.

Use only if all combinations

are available, else manually

create combinations

depending upon the

availability.

If a company wants to maintain

the cost prices per item dimension

combination the this checkbox

must be clicked.

NA

Default Size that will be taken

while making ordersNA

Default Color that will be taken

while making ordersNA

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.

NA

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


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Three options are available of how

to calculate the sales price i.e.

None, Contribution Ratio,

Miscellaneous Charges Percentage.

None means sales price would beentered.

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.

NA

How one wants to calculate the

sales price either on the basis of

purchase price or the cost price.

If Sales Price Model is none

this is of no relevant.

If sales price model is selected as

the contribution ratio then enter

the contributio ratio here.

It is in percentage.

If sales price model is selected as

the Misc. Charges Pct. then enter

the percentage to be added here.

NA

Unit of inventory like Pcs, Kg,

Boxes, etc.NA

Volume of one unit of item and is

used in shipping information when

volume is indicated on the packing

slip.

NA

Amount in units of inventory onwhich packing duty is calculated.

NA


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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.

NA

Weight of container or box NA

One unit weight including

packaging.NA

One unit Depth including

packaging.NA

One unit Width including

packaging.NA

One unit Height including

packaging. NA

Pallet type like a flat transport

structure that support goods.It could be of standard type.

Standard quantity on the pallet. It is used for the inbound.

If quanity is larger than or equal to

this value, an output pallet

transport is created.

NA

Quantity per layer on the standard

pallet.NA

Sequence in which to pick the itemfrom the pallet with respect to

other items.

NA

Time required to pick one package. NA

Time used to handle the items per

standard order.NA

If tagging is mandatory then only

select and it has two types: Item

Tagging and Case Tagging.

NA

Select only if pallet tagging is

mandatory.NA

Unit in which the inventory is

purchasedNA

Select the miscellaneous charges

group defined for freight, fees, etc.NA


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Select the Sales Tax Group

applicable for the item at the

purchase time

NA

Acceptable overdelivery of items Input as percentage

Acceptable underdelivery of items Input as percentage

Transactions for the intercompany

is being stopped if it is selected.NA

Unit in which the inventory is sold NA

Select the miscellaneous charges

group defined for freight, fees, etc.NA

Select the Sales Tax Group

applicable for the item at the

selling time

NA

Acceptable overdelivery of items Input as percentage

Acceptable underdelivery of items Input as percentage

Transactions for the intercompany

is being stopped if it is selected.NA

Consumption unit of BOM and it

will be used in the BOM Line when

we add the item to BOM

NA

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.

NA

Variable scrap is the amount that

depends upon the process and

varies accordingly. Enter the

variable scrap amount.

Input as percentage

The lowest BOM level at which the

item was processed in the last

master scheduling.

NA

Select it if the item appears in the

BOM as phantom.NA


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This enables automatic reporting

of the item as a finished when

transactions are done on that

item.

NA

Group order based upon the pools,

or subcontracted orders based on

the missing delivery, orders that

are machine failure, etc.

NA

Select production group for

controlling the posting in the

ledger.

NA

Select a code for item

characteristics created in the

properties form.

NA

Selection of this will help in

manually returned to productionof BOM items that are having

negative sales quantities.

NA

It is a method for registering item

consumption against the

production order. There are three

types: Start, Finish and Manual

Start: Enables the automatic

consumption against a productionorder to the start phase.

Finish: Enables the automatic

consumption when updating a

prod. order as report as finished

phase.

Manual: Manually enter into the

picking list.

Start: It is default setting for

new or existing item.

For transfer of orders acceptance

level of overdelivery.Input as percentage

For transfer of orders acceptance

level of underdelivery.Input as percentage

Select the project category in

which the item will be used.NA


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Select the calculation group which

determines how the cost and sales

prices are calculated and whether

warnings should appear during the

calculation process.

NA

If selected then the explosion ofthe planned purchase and

production orders will be stopped

at this BOM.

NA

Select if main vendor exists for the

itemNA

Define the service code NA

Select the appropriate import tariff

code if the item is imported.NA

Select the appropriate export tariffcode if the item is exported.

NA

Select the appropriate excise tariff

code if the item comes under

excise.

NA

Purchase Price of the Item. NA

Max. Retail Price NA

No. of unit for which price applies NA

Fixed sum added to the price NA

Here quantity will be used only

when miscellaneous charges are

specified and it is per unit.

It will be used if "Incl. in unit

price" is selected

Date of price when last changed NA

If selected, then miscellaneous

charges will be divided by thenumber in the Price quantity field,

and then added to the price in the

Price misc. charges field.

NA

Associating orders and purchase of

this order to the line discount.

Proportional to the volume

discount


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Associating orders and purchase of

this order to the multiline

discount.

Proportional to the bulk

discount

Select this check box to include the

item in the calculation of the total

discount in the sales order or

purchase order.

NA

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

NA

Cost Price of the Item. NA




Here quantity will be used only

when miscellaneous charges are



price" is selected



charges will be divided by the

number in the Price quantity field,



NA

Sales Price of the Item. NA




Here quantity will be used onlywhen miscellaneous charges are



price" is selected



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charges will be divided by the

number in the Price quantity field,



NA

Associating orders and sales of thisorder to the line discount.

Proportional to the volumediscount

Associating orders and sales of this

order to the multiline discount.

Proportional to the bulk

discount

Select this check box to include the

item in the calculation of the total

discount in the sales order or

purchase order.

NA

Use supplementary items only ifthe purchase or sale of certain

pieces of an item qualifies for a

bonus in the form of an extra item

NA

Common identification number in

the intercompany transactionNA

Select option for alternative item

for the current oneNA

Select the alternative item no. inplace of the current item

NA

Define its default Configuration NA

Define its default Size NA

Define its default Color NA

Where does it stand in the ABC

code value for inventory either

none, A, B or C

NA


code value for marginal income

either none, A, B or C

NA


code value for sales either none, A,

B or C

NA


code value for carrying cost either

none, A, B or C

NA

Not Done NA

Not Done NA


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Not Done NA

Not Done NA

Not Done NA

Height of the item NA

Width of the item NA

Depth of the item NADensity of the item NA

Specify the department in which

the item is usedNA

Specify the cost centre for which

the item is usedNA

Specify the purpose and it can be

anything like site or etc.NA

Transactions done on the

particular item NA

Available on hand inventory of the

itemNA

Define the Language NA

Define configurations for the item NA

Define Sizes for the item NA

Define colors for the item NACreate combinations of items for

different item dimension if

autocreate combination is not

selected.

NA

Define the default settings for

purchase order, inventory and

sales order like site, min. qty, lead

time, working days, ATP, etc.

NA

Defining site specific settings like

warehouse and any other specific

setting needed to override the

default order settings can be

defined here.

NA

Linking the items to the particular

ware houseNA

Not Done NA

Setting up the barcodes for the

particular itemNA


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Not Done NA

Defining the quality groups and

associating the item to that group

if it is in the quality inspection.

NA

Not Done NA

Not Done NA

Not Done NA

Not Done NA

Not Done NA

Conversion of the units can be

done here like 1 box is equal to

how many pieces.

NA

Define the posting account for

purchase order, inventory,

production, sales order and

standard cost variance.

NA

Not Done NA

Define the trade agreement on

sales price for the particular or

group or for all customers on

certain quantity of items

Overview of the form


sales price for the line discount

with discount percentage for the

particular or group or for all

customers on certain quantity of

items



sales price for the multiline

discount with discount percentage

for the particular or group or for all

customers on certain quantity ofitems



sales price for the total discount

with discount percentage for the

particular or group or for all

customers on certain quantity of

items



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purchase price for the particular or

group or for all vendors on certain

quantity of items



purchase price for the linediscount with discount percentage


vendors on certain quantity of

items



purchase price for the multiline




items



purchase price for the total




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 NA

One can change the dimensions of

the items receipts, on hand and

issues inventory.

NA

Not Done NA


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Forecasting of the purchase item NA

Forecasting of the Sales Item NA

Forecasting of the Inventory items NA

Hepls to create the Lines for theitem type BOM.

If not BOM item type thendisabled.

In which BOMS it is being Used. NA

Tree view of BOM and one can add

sub boms and item to it.

If not BOM item type then

disabled.

Defining the configuration routes

for the BOM lines.


disabled.

Shows in the form of the tree

structure of configuration set for

the BOM and its lines.


disabled.

Make the BOM type as report as

finished and sends to the

inventory.


disabled.

Not DoneIf not BOM item type then

disabled.

Not Done NA

Not Done NA

Not Done NANot Done NA

Not Done NA

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.

NA

Shows the generated lot of the

item.NA

Shows the generated batches of

the item.NA

Shows the open purchase order

lines of the item.NA

Shows the open sales order lines

of the item.NA


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Shows the production orders of

the item.NA

Shows the non conformances of

the item.NA

Shows the net requirements of the

item.NA

Shows the gross requirement ofthe item.

NA

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.

NA

Not Done NA

Not Done NA

Not Done NA

item master form

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