Item Master Form
Transcript of 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
Overdelivery Entry Field
Underdelivery Entry Field
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
Overdelivery Entry Field
Underdelivery Entry Field
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
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
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
Price/Discount
TabBase Cost Price
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Incl. in unit Price Checkbox
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
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 the
number in the Price quantity field,
and then added to the price in the
Price misc. charges field.
NA
Sales 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 onlywhen 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
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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 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
Where does it stand in the ABC
code value for marginal income
either none, A, B or C
NA
Where does it stand in the ABC
code value for sales either none, A,
B or C
NA
Where does it stand in the ABC
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
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
Overview of the form
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 ofitems
Overview of the form
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
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Define the trade agreement on
purchase price for the particular or
group or for all vendors on certain
quantity of items
Overview of the form
Define the trade agreement on
purchase price for the linediscount with discount percentage
for the particular or group or for all
vendors on certain quantity of
items
Overview of the form
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
Overview of the form
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
Overview of the form
Defining trade agreement for
providing free or optional or first
time sales supplementary items for
the customer or group of customer
or all customers
Overview of the form
Defining trade agreement for
providing free or optional or first
time purchase supplementary
items for the customer or group of
vendors or all vendors
Overview of the form
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.
If not BOM item type then
disabled.
Shows in the form of the tree
structure of configuration set for
the BOM and its lines.
If not BOM item type then
disabled.
Make the BOM type as report as
finished and sends to the
inventory.
If not BOM item type then
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