Managing Items - · PDF fileCalculation Tab ... Lot Size / Production: Field used to define...

Managing Items Explanation on beas extended view of Item Master Data

Boyum Solutions IT A/S beas Tutorial

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TABLE OF CONTENTS

1. INTRODUCTION.......................................................................................................................................... 3

2. PROCESS .................................................................................................................................................... 3

2.1. Header ................................................................................................................................................. 4

2.2. General Tab ......................................................................................................................................... 4

2.3. Purchasing Data Tab ............................................................................................................................ 7

2.4. Sales Data Tab ..................................................................................................................................... 7

2.5. Inventory Data Tab .............................................................................................................................. 7

2.6. Batch Tab ............................................................................................................................................. 8

2.7. Series Tab ............................................................................................................................................ 8

2.8. Planning Data Tab................................................................................................................................ 8

2.9. Calculation Tab .................................................................................................................................... 9

2.10. Properties Tab ................................................................................................................................ 11

2.11. Remarks Tab .................................................................................................................................. 12

2.12. Attachments Tab ........................................................................................................................... 13

2.13. Parameter Tab ............................................................................................................................... 13

2.14. Variant Tab .................................................................................................................................... 14

3. FUNCTIONS .............................................................................................................................................. 15

3.1. Delete Button .................................................................................................................................... 16

3.2. Reference Button ............................................................................................................................... 16

3.3. Invent. History Button ........................................................................................................................ 17

3.4. Extended Button ................................................................................................................................ 17

4. FIELD GUIDE ............................................................................................................................................. 18

4.1. Header ............................................................................................................................................... 18

4.2. General Tab ....................................................................................................................................... 18

4.3. Purchasing Data Tab .......................................................................................................................... 25

4.4. Sales Data Tab ................................................................................................................................... 25

4.5. Inventory Data Tab ............................................................................................................................ 25

4.6. Batch Tab ........................................................................................................................................... 28

4.7. Series Tab .......................................................................................................................................... 28

4.8. Planning Data Tab.............................................................................................................................. 29

4.9. Calculation Tab .................................................................................................................................. 29

4.10. Properties Tab ................................................................................................................................ 31

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4.11. Remarks Tab .................................................................................................................................. 31

4.12. Attachments Tab ........................................................................................................................... 32

4.13. Parameter Tab ............................................................................................................................... 32

4.14. Variant Tab .................................................................................................................................... 32

5. CONFIGURATION WIZARD ....................................................................................................................... 32

5.1. General Tab ....................................................................................................................................... 32

5.2. Inventory Tab ..................................................................................................................................... 34

5.3. Batch Tab ........................................................................................................................................... 34

5.4. Series Tab .......................................................................................................................................... 35

5.5. Planning Tab ...................................................................................................................................... 36

5.6. Calculation Tab .................................................................................................................................. 36

5.7. Remarks Tab ...................................................................................................................................... 37

5.8. Parameter Tab ................................................................................................................................... 37

5.9. Variants Tab ....................................................................................................................................... 38

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1. INTRODUCTION

Item master data on SAP Business One lets you manage all items that you purchase, manufacture, sell, or keep

in inventory. Services can also be defined as items, although they are only relevant for sales.

For each item, you enter the data relevant for a particular area in SAP Business One, which uses this data for

purchasing, sales, production, warehouse management, accounting, and services.

In this screen, we can add, update, search, and maintain item data.

Beas expands SAP Business One’s Item Master Data by including more features for production and inventory

management, such as new fields and functions. Beas’ extended Item Master Data screen can be accessed directly

from a SAP Business One Item, or through beas Item Structure screen.

This guide will show how to manage items in beas, as well as the tools that beas provides for simplifying the

process of creating new items.

2. PROCESS

To navigate through item master data, it is essential to understand how to build an item structure. This is

actually the first step you should consider doing when implementing beas. This process was designed based on

implementation best practices to help you manage specific data used in beas business processes.

Building an item structure

It is important to understand the correct flow of all master data involved in the process according to the

business.

• The first question to be asked is: “What are we producing?”

It can be: raw material, sub-assembly, or finished good.

• The second question to be asked is: “When are we producing?”

It will depend on the factory calendar, holidays, and shifts.

• The third question to be asked is: “Where are we producing?”

It can be individual or multiple resources of: machines, labor, or external operation.

• The fourth question to be asked is: “How are we producing?”

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This question involves two concepts: Routings where we define productivity per resource, setup times, parallel or alternative resources, and bill of materials where we define the recipe or the list of component parts to produce the finished good or sub-assembly.

After answering and defining all these master data, beas allows to display everything in one screen called the item structure. In here, the item will have assigned the bill of materials, the routings to produce the item (if applicable) and many other details used in beas processes.

When we switch to the beas extended screen (or open the item directly from the item structure screen), the system displays a new screen with more fields. In addition, depending on the item settings, some tabs may be included like Batch, Series, Parameter, and Variant, in addition to the SAP standard tabs.

Additionally, there are tabs for: Bill of Materials, Routing, Product Configuration, and Quality Control. These tabs will help the user display all the information from the item structure in one screen, without searching separately for the specific screens. For these tabs, there are additional lessons within unit 8, which give a deeper understanding and knowledge transfer.

PATH: Inventory > Item Structure > Double Click an item

In this screen, beas displays a list of all items created in the system.

ALTERNATIVE PATH: Inventory > Item master data > Right click and choose “Item Master Extended”

2.1. Header

In this section, we navigate through the most relevant fields when creating an item in beas. In the Field Guide section, we include all fields available in the item master data.

Besides the standard SAP Business One fields, beas adds the field I-Version to the Item Master Data header.

I-Version: Field used to assign an item version if applicable. In other words, the user can assign a new version

(that can have different bill of material or routings or different values) for future manufacturing process or use

the original version. For more information about version management, please refer to the sessions 11.21 –

Version Control: Setup and 11.22 – Version Control: Usage.

2.2. General Tab

Besides the standard SAP Business One fields, beas adds the following fields to the Items Master Data in the

General tab:

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Material Group: beas offers a new grouping possibility with the Material Group field. This group is useful for

filtering, searching, production planning, programming (since it is integrated with MRP and APS on the sorting

and filtering options), and for the calculation function (a surcharge rate can be linked to each Material Group).

MASTER DATA SETUP: Material Groups must be created before they are assigned to items.

PATH: Administration > Setup > Inventory > Material Group

ALTERNATIVE PATH: Item master data extended screen > Click on the list button right next to Material Group

field

Cost Center: Field used to assign an existing Cost Center that beas can fill into Journal Entries not related to

material transactions, such as Journal Entries created for time receipts and difference postings.

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Item Administrate by: Although it is a SAP standard field, it is used to define how to use batches or serial

numbers for items when creating material issue or material receipt documents. This will have impact on

material issue and material receipt in production processes (For more information, please check also Unit 9.3-

Materials Issues and Unit 9.4- Production Receipts). For more information please refer to SAP help.

Mode of Procurement: Although it is a SAP standard field, it is used also in beas to define the type of item in

manufacturing: If it should be produced or purchased. This will have impact on manufacturing definitions such

as breakdown (For more information, please refer to lesson 8.3 – Breakdown) and or processes such as MRP

(For more information, please refer to lesson 8.12 – MRP). Also there is more information on the SAP online

help.

Breakdown: Field used to define bill of materials or a routing’s explosion. Breakdown is a very important field

related to the Mode of Procurement. For more information, please refer to lesson 8.3, entitled “Item –

Breakdown”.

IMPORTANT: The pre-calculation function for sales documents will only be available if Mode of Procurement is

set as “Produce” and Breakdown is set as “Order Related”. Otherwise, it will not be possible to run calculations

on sales documents.

IMPORTANT: For subassemblies, the setting “Storage Related” for the Breakdown field provides enhanced

functionality. For more information about configuring subassemblies, please refer to the lessons 8.8 (BOM for

Discrete Manufacturing) or 8.9 (BOM for Process Manufacturing).

Unit BOM: Field used to determine the unit of measure for consuming this item when it is a component of

another item’s Bill of Materials. This field is useful when an item is stored in a specific Inventory Unit of Measure

and consumed in a different Unit of Measure. However, in this situation, a conversion rule needs to be created.

For more information about Unit of Measure and conversion rules, please refer to lesson 8.2, entitled “Item –

Units of Measure”.

IMPORTANT: If this field is empty, beas will not show any decimals in the Item Structure View report.

Lot Size / Production: Field used to define the size of the batch to produce. When this field has a value greater

than zero and a Work Order is created automatically (from Sales Orders or using MRP), the production positions

will be created according to the Lot Size. For example, if Lot Size is set to “100” and a Work Order is created from

MRP for the quantity of “1000”, beas will create one work order with 10 positions for 100 units each.

IMPORTANT: If the Work Order is created manually, beas will not consider the lot size when splitting the

position. In this case, on the work order, there is an option to split the position according to the lot size after

created. To split the positions, you can right click the position you want to split, select the second tab, and click

on "split assembly". For more information, please refer to lesson 8. Work order execution.

IMPORTANT: If the Work Order created for the item does not need to be broken down, this field should be zero

(standard setting). Any value different from zero will trigger beas to break up the work order positions.

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Issue Method: Although it is a SAP standard field, it is used also in beas to define the way the item is issued in

production: backflushing (automatically) or manually. This will have impact on material issue in production

processes. Based on the setup for material issue in beas configuration wizard you can have different scenarios

(For more information please also check the Unit 9.3- Materials Issue). Also see more information in SAP help.

2.3. Purchasing Data Tab

Beas does not add new fields into the Purchasing Data tab.

2.4. Sales Data Tab

Beas does not add new fields into the Sales Data tab.

2.5. Inventory Data Tab


Inventory Data tab:

Inventory UoM: Field used to define the unit of measure of the item when it is stored. This is a standard SAP

Business One field, however it is very important for beas. If this field is left empty, the field Unit BOM will also be

empty, and beas will show no decimals in the Item Structure Report and will not display the Unit of Measure field

when this material is included into another item’s Bill of Materials.

Primary Warehouse: Field used to define the warehouse for the item. This is a standard SAP Business One

field, but it is very important for beas. If this field is left empty, the functions allocation, backflushing, pre-

assignment, reservation, and MRP may not work correctly.

Inventory Level: Set of fields used to define the inventory level required to be ordered and stored. SAP

Business One has three fields for determining the optimal inventory levels, Required (reorder point), Minimum,

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and Maximum. Fields Required and Minimum are considered by MRP for calculating the purchases

recommendation. If you need to define these values by Warehouse you have to do it in the Standard SAP

Business One Item Master Data window, inventory tab.

2.6. Batch Tab

The Batch tab only exists in beas’ extended Item Master Data screen. This tab is very important to set additional

parameters for batch management.

Only at Issue: Field used to determine the moment to request a batch number. If this field is checked, beas will

only require a batch number in output documents.

IMPORTANT: If this field is checked, it will not be possible to manage BIN Locations for the item. For managing

BIN Locations, it is mandatory to inform the batch number in the receipt documents.

Batch Determination: Field used to define the batch number creation. There are several options in the creation:

- Batch Like Material: If this option is selected, beas will create the batch of the finished product with the

same number as the batch of the last consumed material.

- Automatic Batch Determination: If this option is selected, beas will create a batch number for the item

based on the parameter in the configuration wizard. For more information about this setting, please go

to the Configuration Wizard.

- Enter Batch Manually: If this option is selected, beas will always open a screen where the user can

manually input a batch number after an item receipt.

Shelf Life in Days: Field used to define the amount of days that will be added to the item’s production date for

calculating its expiration date.

2.7. Series Tab

The Series tab exists only in beas’ extended Item Master Data screen. This tab is very important to set additional

parameters for serial number management.

Serial Number: Field used to define the serial number creation. There are several options in the creation:

- Automatic Determination of Serial Number: If this option is selected, beas will generate a serial number

for the item based on the parameter in the configuration wizard. For more information about this setting,

please go to the Configuration Wizard.

- Manual Entry of Serial Numbers: If this option is selected, beas will always open a screen where the user

can manually input a serial number after an item receipt.



2.8. Planning Data Tab


Planning Data tab:

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Accumulation: Field used to set how the item’s requirements will be displayed in MRP. There are 5 different

options: “Detail”, “Day”, “Week”, “Month”, and “Sum”. The “Detail” option will make MRP display all the

requirements that are leading to the item’s recommendations calculation, while the other options group the

values per day, week, month, or in a single total line.

IMPORTANT: The more grouped the data is, the less time it takes to calculate MRP. Therefore, when

performance is running low for calculating high volumes of data, the option “Sum” can significantly reduce the

calculation time. It is recommended to evaluate, for each item, whether it makes sense or not to display all the

requirements in MRP; in most cases, it only makes sense to view the requirements in detail for produced items,

while the requirements for purchase items can normally be grouped by day or week.

2.9. Calculation Tab

The Calculation tab exists only in beas’ extended Item Master Data screen. This tab holds important settings and

functions for production valuation.

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Calculation Schema: Field used to set a Calculation Schema for running pre-calculations for the item. For more

information about the Calculation Schema, please refer to lesson 11.10 – Calculation Schema.

Lot Size Calculation: Field used to define a batch size for calculations. Pre-calculations can be executed using

predefined batch sizes.

Last Purchase Price: Field used to display last purchase price calculated by SAP Business One. This field cannot

be changed.

Last Calculation Tab: This tab displays the details of the last Batch Calculation. Only available after executing a

Batch Calculation process.

All Results Tab: This tab shows a list of all Batch Calculations executed for the item. Only available after

executing a Batch Calculation process.

Calculation Button: Button used to run the calculation function for the item. This button will open a screen for

the user to complete the specific parameters for the execution.

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- Calculation Schema: Calculation Schema that will be used for the calculation process.

- Lot Size: Batch size used as reference for the calculation process.

- Material Valuation: Field used to determine the source for the direct material costs. For more information

about this setting, please go to the Configuration Wizard.

- Material Valuation 2: Field used to determine the source for the direct material costs in case any of the

direct material costs is not found in the source set in Material Valuation. For more information about this

setting, please go to the Configuration Wizard.

- One Step: If this field is unchecked, beas will detail the calculation of the semi-finished items included into

the finished item’s structure. If it is checked, beas will consider the semi-finished items as raw materials

and will not calculate cost of including the raw material used to produce the semi-finished item.

Therefore, you only get the current cost according to the defined Material Valuation.

- Display Per: This field has three different settings, and each setting determines how beas will display the

calculated costs. If the field is set to “Display per Piece”, beas will display the calculated values for one

piece. If it is set to “Display per Lot Size”, beas will display the calculated values for the amount of pieces

set in the field “Lot Size”. If it is set to “Display per …”, beas will show a new field for the user to input the

quantity of pieces to display the calculated values.

- I-Version: Field used to select a specific item version for running the calculation process, if applicable.

- Variant: Field used to select a specific variant for running the calculation process, if applicable.

- Product Configuration: Field used to select a specific product configuration for running the calculation

process, if applicable.

2.10. Properties Tab

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Beas does not add new fields into the Properties tab.

2.11. Remarks Tab

Besides the standard SAP Business One field, beas adds the following fields to the Items Master Data in the

Remarks tab:

Long Description: Field used for long description of the item. This field can also be printed on sales documents.

It is possible to input the long description in RTF format. For more information about this setting, please go to

the Configuration Wizard.

IMPORTANT: SAP Business One cannot read RTF format. If long description is entered in RTF format, it can only

be displayed in beas layouts and documents.

Documents: In this tab, it is possible to attach any number of documents into the Item Master Data. To attach a

new document:

a. Click on New

b. Click on the Choose File button to select the attachment

To remove an attachment:

a. Select the attachment you wish to remove

b. Click on the Delete button

Attachments can be viewed by clicking the Open button in the document tab.

IMPORTANT: In order for every SAP user to have access to the attachments, it is necessary to place the

attachments in a shared folder and give the users rights to access the folder. Beas only creates a link to the

attached file.

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2.12. Attachments Tab

The Attachments tab is used to attach images and documents to the items.

Only three files can be attached, one file per field. Right next to each field, there are three buttons:

- The camera button enables the user to select a picture or document to attach.

- The camera marked with an “X” button removes the attachment.

- The document illustrating a document with a magnifying glass opens the attachment. All attachments

included in this tab will be available at the FDC Terminal. For more information about the FDC Terminal,

please refer to lesson 11.27 – Terminal.

2.13. Parameter Tab

The Parameter tab exists only in beas’ extended Item Master Data screen. It is used to include additional

information to the items. The information can be used in reports or in customizations for variant production. For

example, parameters can include nutrition information for food items, or alloy percentage composition for

metals. When creating a Work Order document for an item that contains parameters, all parameters are copied

into it.

To enable this tab, it has to be set directly on the configuration wizard. For more information about this setting,


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New: Button used to create a new parameter. Each parameter contains three fields:

- Sortid: ID used for sorting the parameters

- Parameter: Name of the parameter

- Contents: Field used to store the value for the parameter

Delete: Button used to delete the selected parameter

Delete: All: Button used to delete all the visible parameters. To select a specific range of parameters to delete,

it is possible to right click on the column with the values that will be filtered, add the values to the filter, and then

click in the Delete: All button.

Copy: From: Button used to copy all the parameters from another item. After clicking this button, beas will open

a screen for the user to input the name of the item from which the parameters will be copied.

Window Settings: Button used to define settings for a column; visible, changeable, bold, italic, and color.

2.14. Variant Tab

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The Variant tab exists only in beas’ extended Item Master Data screen. This tab is used to create a simple and

limited version control for the items. There can be up to 26 variants for each item. For more information about

how the variants can be integrated into Bill of Materials or Routings, please refer to lessons 8.6/8.7 – Routing

and 8.8/8.9 – Bill of Materials.

To enable this tab, it has to be set directly on the configuration wizard. For more information about this setting,


IMPORTANT: For example, variants can be used to create distinct Bill of Materials and Routings for an item but,

after the item is produced, it is impossible to identify how much of the stock belongs to each variant, even if the

item is batch or serial numbers controlled.

3. FUNCTIONS

Certain functions can be executed directly from the beas Extended Item Master Data screen. In order to edit an

item, the authorization "Edit Items" is required.

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3.1. Delete Button

This button is used to erase the current opened item.

3.2. Reference Button

This button is used to display a report that contains all documents, like sales ordes, work orders or purchases

orders and all master data related to the item. This button will open a new screen where the information is

displayed. For example, in this screen, it is possible to see if the item is included in work orders, calculations, or if

it is included in a bill of materials.

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3.3. Invent. History Button

This button is used to display the inventory history of the item. This button will open a new screen where the

information is displayed. For more information about the inventory history report, please refer to lesson 10.5 –

Inventory Reports.

3.4. Extended Button

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This button is used to open the Item Master Data screen from SAP Business One or the Standard Bill Or Materials

screen if it was used by the customer.

4. FIELD GUIDE

In this section, there are all parameters and settings available in the item master.

4.1. Header

Besides the standard SAP Business One fields, beas adds the field I-Version to the Item Master Data header.

Version: Field used to assign an item version if applicable. For more information about version management,

please refer to I-version.

4.2. General Tab


General tab:

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Match Code: Field used for increasing the searching possibilities. This field can be used for filtering and searching

in several beas screens.

DIN: Field used to document the DIN numbers that identify the item, if the item is a standard part and registered

in a standardization institute.

Drawing No.: Field used to add the technical drawing number. This field can be used for filtering and searching

in several beas screens.

Raw Material: This field has two purposes:

a. Field used to assign the raw material from which the item is made.

Master Data Setup: Raw materials must be created before being assigned items.

PATH: Administration > Setup > Inventory > Raw Material

ALTERNATIVE PATH: Item master data extended screen > Click in the list button right next to Raw Material field

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b. In some cases, this field is used to define a value for density dimension. This dimension is used for unit of

measure conversion. For example, converting BOM unit into inventory unit or a conversion from

kilograms to liters depending on the type of raw material. If you have oil, it can be a different

conversion factor to water when calculating the weight. For this, you can have oil and water in this raw

material table with different conversion factors. For more information, please refer to document 8.2 –

Item master data – unit of measure. To define density as a dimension in the raw material, please

activate it in the configuration wizard. For more information about this setting, please go to the

Configuration Wizard.

Employee: Field used to assign the employee responsible for maintaining this item’s Master Data, if applicable.

Material Group: Beas offers a new grouping possibility with the Material Group field. For more information,

please refer to Material Group.

Cost Center: Field used to assign an existing Cost Center that beas can fill into Journal Entries not related to

material transactions, such as Journal Entries created for time receipts and difference postings.

Item Administrate by: Although it is a SAP standard field, it is used to define how to use batches or serial

numbers for items when creating material issue or material receipt documents. This will have impact on

material issue and material receipt in production processes (For more information, please check also Unit 9.3-

Materials Issues and Unit 9.4- Production Receipts). For more information please refer to SAP help.

Mode of Procurement: Although it is a SAP standard field, it is used also in Beas to define the type of item in

manufacturing: If it should be produced or purchased. For more information, please refer to Mode of

Procurement.

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Breakdown: Field used to define bill of materials or routing’s explosion. For more information, please refer to

Breakdown.

Administration: Field used to determine how beas will handle the item versions. For more information about

version management, please refer to the sessions 11.21 – Version Control: Setup and 11.22 – Version Control:

Usage.

Unit BOM: Field used to determine the unit of measure for consuming this item when it is a component of

another item’s Bill of Materials. For more information about Unit of Measure, please refer to UnitBOM.

Spec.Weight: This field can be used as a conversion field between consumption unit and warehouse unit. For

more information, please refer to lesson 8.2 “Item – Unit of measure”. This field will only be visible if the setting

is active in the configuration wizard. For more information about this setting, please go to the Configuration

Wizard.

Lot Size / Production: Field used to define the size of the batch to produce. For more information, please refer

to Lot Size / Production.

Issue Method: Although it is a SAP standard field, it is used also in beas to define the way the item is issued in

production: backflushing (automatically) or manually. For more information, please refer to Issue Method.

Cut-Off (%): Only available when Mode of Procurement is defined as “Buy”. This field is used to define a

percentage of the material that is wasted when it is used as raw material for production. For example, if Cut-Off

(%) is set to “10” and the item is linked to a Bill of Material with the quantity of “50”, beas will change the quantity

to “55” in the position when a Work Order is created (“50” from Bill of Materials plus “5” from 10% cut-off rate).

Cut-Off (%) will also be considered while calculating cost in the pre-calculation functionality.

Scrap (%): Only available when Mode of Procurement is defined as “Produce”. This field is used to define a

percentage of the produced item that is wasted during production, thus requiring more materials to make the

same quantity. For example, if Scrap (%) is set as “10”, beas will increase the quantities of all required materials

by 10%. Scrap (%) is also valid to calculate cost in the pre-calculation functionality.

Additionally the system will calculate more time to produce based on the Scrap rate.

For example:

When calculating 10% Scrap rate on production item, beas will also calculate 10% more time for

production as the image below:

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IMPORTANT: Beas will not change the planned quantity to be received of the produced item, it will only change

the material requirements planned quantity to be consumed from the bill of material.

Beas allows to open a cancellation screen from the issued materials, right after issued, to be received in a

different warehouse. This is used for scrap management. For more information about this setting, please go to

the Configuration Wizard.

Cut-Off Table: Only available when Mode of Procurement is defined as “Buy”. This field is used to define a

percentage of the material that is wasted when it is used as raw material for production. If the cut-off rate is not

constant, it is possible to define variable cut-off rates (or fix cut-off amounts) according to the quantities used.

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Scrap Table: Only available when Mode of Procurement is defined as “Produce”. This field is used to define a

percentage of the produced item that is wasted during production, thus requiring more materials to make the

same quantity. If the scrap rate is not constant, it is possible to define variable scrap rates (or fix scrap amounts)

according to the produced quantities.

SETUP: The steps to create a Cut-Off Table are:

a. Click on the list button right next to the Cut-Off Table field

b. Click on New and type a name in the Cut-Off field and description in the Description field

c. Click on the Update button

d. Double click the newly created row and click in New

e. Set the quantities interval on the fields From and To respectively

f. Add the Cut-Off rates or fix amounts related to this interval: field Percent for rate and field Quantity

for fix amount

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Phantom Item: Field used to categorize an item as a phantom item. Phantom items are non-warehouse items

that work as a group of components or operations, which can be linked to other produced items.

For example, a company produces different laptops as finished good, and all different laptop models use

the same set of cables: monitor connector, power connector, HDMI cable. It will be easier to group the set

of cables as a phantom item in beas, so you will not have to assign the cables to each bill of material

separately. To do so, we have to create the bill of materials with all required cables (please refer to the

lessons 8.8 - BOM for Discrete Manufacturing or 8.9 - BOM for Process Manufacturing for more

information), and link the phantom item as a component of all laptop models. After creating a Work Order,

beas will only include the phantom item structure (Bill of Materials and Routing) and not the item as an

assembly.

Withdrawal Document: Field used to include the withdrawal document number. Only for information, does not

have any function in beas.

Made-to-Order: Only for information, does not have any function in beas.

Allocate: Field used to define if an allocation should take place. If this checkbox is marked, the item has to be

allocated to a specific warehouse in order to be available for consumption in a Work Order. For more information

about the Allocation function, please refer to the lesson 11.17 – Allocation System.

SETUP: To create a scrap Table:

a. Click in the list button right next to the Scrap table field

b. Click in New and type a code in the Cut-Off field and description in the Description field

c. Click in the Update button

d. Double click the newly created line and click on New

e. Set the quantities interval on the fields From and To respectively

f. Add the scrap rates or fixed amounts related to this interval: field Percent for rate and field Quantity for

fix amount

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Release Production: Field used to control the availability of the item for production. If it is checked, it will be

possible to create Work Orders for the item. On the contrary, if this is unchecked, the work order creation will be

blocked. This field helps when the company wants to keep the item as active (for selling the remaining stock),

but will no longer produce it.

4.3. Purchasing Data Tab

Beas does not add new fields into the Purchasing Data tab.

4.4. Sales Data Tab

Beas does not add new fields into the Sales Data tab.

4.5. Inventory Data Tab


Inventory Data tab:

Inventory UoM: Field used to define the unit of measure of the item when it is stored. For more information,

please refer to Inventory UoM.

Primary Warehouse: Field used to define the warehouse for the item. For more information, please refer to

Primary Warehouse.

Inventory Level: Set of fields used to define the inventory level required to be ordered and stored. For more

information, please refer to Inventory Level.

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Warehouse Rule: Field used to assign a specific warehouse depending on the conditions defined. Warehouse

Rules are groups of rules for automating the determination of warehouses for three different operations:

production, quality control release, and quality control blocking.

SETUP:

PATH: Administration > Setup > Inventory > Warehouse Rules.

To create a Warehouse Rule:

a. Click on New

b. Select the Type: “Group”, which can be assigned to several items, or “Item”, that is linked directly to a

single item

c. Define a name for the Warehouse Rules group. This only applies if Doc.Type is set to “Group”

d. Type a Description for the Warehouse Rule

e. Click in the tab “Rules” and click in New to create the rules

f. Type a name and description for the rule on the fields Rule and Description respectively

g. Under Doc.type, select the rule type, and set the target Warehouse for the Warehouse Rule

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Depending on the Doc.type selected, more fields are available:

- QC – Order Release / QC – Order Block:

QC Warehouse: Field used to define the QC warehouse. The warehouse rule functionality will

only apply if the source QC Warehouse is the one set in this field

Primary Warehouse: Field used to define the primary warehouse. The warehouse rule

functionality will only apply if the item’s Primary Warehouse is the one set in this field

Customer: Field used to define the customer. The warehouse rule functionality will only apply

if the Work Order was created for the customer specified in this field

Project: Field used to define the project. The warehouse rule functionality will only apply for

the project specified in this field

- QC – Order Block:

Only Issue: Field used to manage transfers depending on the condition. If this field is checked,

it will not be possible to transfer products from the QC Warehouse to the general Warehouse

when QC is set as “Scrap”, only a Manual Issue can be created. This option is not

recommended if you do not want to issue the blocked materials immediately

- Create Work Order:

Primary Warehouse: Field used to define the primary warehouse. The warehouse rule

functionality will only apply if the item’s Primary Warehouse is the one set in this field

Customer: Field used to define the customer. The warehouse rule functionality will only apply

if the Work Order was created for the customer specified in this field

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IMPORTANT: Using warehouse rules is the only way to automatically use a warehouse different from the primary

warehouse for production, especially in cases where the primary warehouse is a general warehouse, and the item

should be produced and sent to a quality control warehouse.

4.6. Batch Tab

The Batch tab only exists in beas’ extended Item Master Data screen. This tab is very important to set additional

paremeters for batch management.

Only at Issue: Field used to determine the moment to request a batch number. For more information, please

refer to Only at Issue.

Batch Determination: Field used to define the batch number creation. For more information, please refer to

Batch Determination.



4.7. Series Tab

The Series tab exists only in beas’ extended Item Master Data screen. This tab is very important to set additional

parameters for serial number management.

Serial Number: Field used to define the serial number creation. For more information, please refer to Serial

Number.



Project: Field used to define the project. The warehouse rule functionality will only apply for

the project specified in this field

Only with QC: Field used to determine the work order creation based on QC inspection plan. If

this field is checked, the warehouse rule functionality will only apply if the item has a QC

Inspection Plan assigned to it for the Production document type in the item master data

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4.8. Planning Data Tab


Planning Data tab:

Accumulation: Field used to set how the item’s requirements will be displayed in MRP. For more information,

please refer to Accumulation.

Priority: Field used for sorting the results in MRP screen after the MRP scenario is calculated. It is possible to set

if higher priorities correspond to higher or lower numbers, ascending for lower numbers and descending for

higher numbers. For more information about this setting, please go to the Configuration Wizard.

MPS: Field used to determine if the item should be taken into account in the Master Production Schedule. For

more information about the MPS function, please refer to lesson 8.16 – MRP Basic Setup.


The Calculation tab exists only in beas’ extended Item Master Data screen. This tab holds important settings and

functions for production valuation.

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Calculation Schema: Field used to set a Calculation Schema for running pre-calculations for the item. For more

information about the Calculation Schema, please refer to Calculation Schema.

Lot Size Calculation: Field used to define a batch size for calculations. Pre-calculations can be executed using

predefined batch sizes.

Calculation Price: Field used to manually include a price to be used as reference for postings and calculations.

However, after running a Batch Calculation process, beas updates this field with the actual calculation value. For

more information about Batch Calculation, please refer to lesson 11.13 – Batch calculation.

Last Purchase Price: Field used to display last purchase price calculated by SAP Business One. This field cannot

be changed.

Last Movement: Field used to display the date of the last stock transaction for the item. This field cannot be

changed.

Last Valuated Price: Field used to display last price calculated using the Inventory Valuation Report from SAP

Business One. This field cannot be changed.

Last Valuation: Field used to display the date of the last execution of the Inventory Valuation Report. This field

cannot be changed.

Average Price: Field used to display the current average price determined by SAP Business One. This field cannot

be changed.

Last Calculation Tab: This tab displays the details of the last Batch Calculation. Only available after executing a

Batch Calculation process.

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Detail Tab: This tab displays detailed results of the last Batch Calculation, showing the Calculation Schema lines.

Only available after executing a Batch Calculation process.

Chart MargCosts Tab: This tab displays a graphic with the history of Batch Calculations, showing the

representativeness of direct material and marginal production costs over the calculation prices. Only available

after executing a Batch Calculation process.

Chart Full Costs Tab: This tab displays a graphic with the history of Batch Calculations, showing the

representativeness of direct material and full production costs over the calculation prices. Only available after


All Results Tab: This tab shows a list of all Batch Calculations executed for the item. Only available after


Price List: Button used to display the prices of the item for all Price Lists.

Calculation: Button used to run the calculation function for the item. For more information, please refer to

Calculation.

4.10. Properties Tab

Beas does not add new fields into the Properties tab.

4.11. Remarks Tab

Besides the standard SAP Business One field, beas adds the following fields to the Items Master Data in the

Remarks tab:

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Long Description: Field used for long description of the item. For more information, please refer to Long

Description.

Foreign Language: Field used for long description in foreign language for the item. For more information, please

refer to Foreign Description.

Pur. Order Description: Field used for long descriptions that can be added into layouts for printing documents.

For more information, please refer to Pur. Order Description.

Documents: In this tab, it is possible to attach any number of documents into the Item Master Data. For more

information, please refer to Documents.

4.12. Attachments Tab

The Attachments tab is used to attach images and documents to the items. Fore more information, please refer

to Attachments tab.

4.13. Parameter Tab

The Parameter tab exists only in beas’ extended Item Master Data screen. For more information, please refer to

Parameter tab.

4.14. Variant Tab

The Variant tab exists only in beas’ extended Item Master Data screen. For more information, please refer to

Variant tab.

5. CONFIGURATION WIZARD

In this section, there are all parameters and settings from the configuration wizard that impact fields in the item

master data.

5.1. General Tab

Besides the standard SAP Business One fields, beas adds the field I-Version to the Item

Raw Material:

Configuration Wizard: Raw materials can be used to determine the item’s density (used to calculate Unit of

Measure’s conversion rules). To do so, please uncheck the box for the setting Spec. Weight by Item.

PATH: Master Data > Item > Display > Item Master

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When this setting is unchecked, the column “Density” will be available in the Raw Material screen.

Spec. Weight:

CONFIGURATION WIZARD: This field will only be visible if the setting Spec. Weight by Item is checked.

PATH: Master Data > Item > Display > Item Master

Scrap:

CONFIGURATION WIZARD:

PATH: Production > FDC > View Time Receipts > Post back scrap material

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5.2. Inventory Tab

N/A

5.3. Batch Tab

Batch Determination:


PATH: Production > Material posting > Backflushing > Automatic batch issue by

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5.4. Series Tab

Serial Number:


PATH: Production > Material posting > Backflushing > Also post serial numbers

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5.5. Planning Tab

Priority:


PATH: Materials Management > MRP Wizard > Calculation > Priority Control


Calculation Button

- Material Valuation:


PATH: Calculation > Precalculation > Pricing > Material Pricing

- Material Valuation 2:

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- CONFIGURATION WIZARD:

- PATH: Calculation > Precalculation > Pricing > Material Pricing 2

5.7. Remarks Tab

Long Description:

CONFIGURATION WIZARD: To do this, it is necessary to activate the flag.

PATH: Master Data > Item > Display > Item Master > Use RTF-Fields

5.8. Parameter Tab

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CONFIGURATION WIZARD: The Parameter tab is only visible if the parameters is active.

PATH: Master Data > Item > Display > Item Master > Manage Parameter

5.9. Variants Tab

CONFIGURATION WIZARD: The Variant tab is only visible if the variants are active.

PATH: Master Data > Item > Variant > Variants per Item

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