This screen allows you to create, modify, and delete items for divisions.
Logistics à Reports à Search à Items
Note: The Divisions section in the item card is only available if you have selected the Items check box at System à Setup à Central Master Data Management à Settings.
For more details on what you can do with function rights or levels, go to System à Setup à Security à Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System à Setup à Security à Roles, type in the description, click Refresh, and then click the required link under the Role column.
The information in this document is based on product update 247.
1. From the Search: Items page, define the search criteria, and then click Show.2. Select an item in the Code column.3. Click Add in the Divisions section. 4. Fill in the required fields, and click Save.
Keep in mind: All the fields with the ! icon are mandatory.
1. From the Search: Items page, define the search criteria, and then click Show.2. Select an item in the Code column.3. Select a division in the Item code - Division column under the Divisions section.4. Edit the field(s), and click Save.Keep in mind: Some of the fields such as Division, Asset, Costs, Discount account, Purchase, Revenue, Stock change, Stock coverage, and Assortment cannot be edited.
1. From the Search: Items page, define the search criteria, and then click Show.2. Select an item in the Code column.3. Select a division in the Item code - Division column under the Divisions section.4. Click Delete.5. A message "Are you sure that you want to delete this record?" will be displayed. Click OK.
1. From the Search: Items page, define the search criteria, and then click Show.2. Select an item in the Code column.3. Select a division in the Item code - Division column under the Divisions section.4. Click Copy.5. Fill in the required fields, and click Save.Keep in mind: All the fields with the ! icon are mandatory.
Click this to save the item information for the division.
Click this to save the information and create an item for the division.
Click this to delete the item for the division.
Note: This button is only available after you have saved the information.
Click this to copy the item.
Type or select a division. This is mandatory. This field cannot be edited once you have saved the item information.
Select a status for the item that you want to create for the division. The following statuses are available:
Select the classification of the item that you want to create for the division. Select Goods if the item is a physical item or Services if the item is a service.
Type or select a start date to define when the status for the item is activated. By default, the current date will be selected. This is mandatory.
Type or select an end date to define when the status for the item is not longer active.
Type an amount to define the cost price of one unit of the sale item. If you are modifying the item for the division, the currency code displayed is based on the currency code that you have defined for the division.
Type an amount to define the sales price of one unit of the sale item. If you are modifying the item for the division, the currency code displayed is based on the currency code that you have defined for the division.
Type or select an account code to specify the general ledger account to register the value of the item which is an asset.
Type or select an account code to specify the general ledger account to register the cost of goods. This is mandatory.
Type or select an account code to specify the general ledger account to register the discount for the item.
Type or select an account code to specify the general ledger account to register the purchases made for the item. This is mandatory.
Type or select an account code to specify the general ledger account to register the revenue for the items sold. This is mandatory.
Type or select an account code to specify the general ledger account to register the stock.
Type or select an account code to specify the general ledger account to register the stock coverage.
Type or select the VAT code if the item is applicable for value-added tax (VAT). If the item is not taxable, you can create a tax code with zero percentage.
Select this check box if you want a receipt to be issued for the sales order.
Select this check box if sales commission is applicable for this item.
Select the type of sales commission for the item. You can select any of the following:
Type the percentage or amount of the sales commission.
Select this check box if the supplier must be an approved supplier before the item can be purchased from the selected supplier.
Type the warranty period of the item.
Type the shelf life of the item.
Type or select an assortment that the item is linked to. This information is mandatory. Assortments are used to categorize different types of items that share common properties. For more information on assortments, see Overview of Assortments.
Type a maximum of 20 characters to define the pattern to mask serial or batch numbers. The character “#” is required to define the sequence of numbers in the mask and the position of the masking in the sequence. For example, type “#” or “##” to define that one or two digits, respectively, are allowed in the sequence of numbers.
Type the increment factor of the sequence numbers whereby the maximum number depends on the quantity of “#” defined at Mask. For example, if you type “#” or “##” at Mask, the maximum number allowed at this field is “9” or “99” respectively. The sequence number will start with the defined increment factor.
Select this check box to enable the INTRASTAT system, such as the city where the item is loaded or unloaded, shipping method, transportation, transshipment, and others.
Type a statistical code for the item. Statistical codes are used by the INTRASTAT system to enable identification of different types of movement of goods. For example, the types can be regular import and export, transit traffic, and temporary relocation of stock.
Type the number of statistical units for the item.
Type an amount for the extra charges of the item.
Type a value for the free field.
Select this check box if the item can be used for sales.
Select this check box if the item is a purchased item.
Select this check box if the stock is maintained (stored, replenished, and counted) for the item.
Select this check box if the stock for the item must be available in the warehouse before you can create a sales order for the item.
Select this check box to specify that the item is a serial item.
Select this check box if the item has a relation type with another item.
Select this check box if the item quantity is measured in fractions.
Select this check box if the item can be used for manufacturing.
Select this check box to specify that discounts are not allowed for this item in sales and purchase transactions.
Select this check box to display the part items defined in the BOM of the item instead of the item itself at fulfillment.
Select this check box to specify that the item is a batch item. Batch items are items that belong to a group of similar items, whereby this group is linked to a unique batch number.
Select this check box to display extra variable text next to the item description in quotations, orders, and invoices.
Select this check box if the item is a service item.
Type a value to specify the weight (in kilograms) of one unit of the item.
This section displays the supplier(s) of the item. The Main column shows the main supplier for the item with a green check mark. Click Add to create a supplier for the item. You can also click a supplier in the Supplier column to view the details of the supplier. For more information, see Linking items to suppliers.
Note: This section is only available once you have saved the item information for the division.
This section displays the warehouse(s) of the item. The Main column shows the main warehouse for the item with a green check mark. Click Add to create a warehouse for the item. You can also click a warehouse in the Warehouse column to view the details of the warehouse. For more information, see Linking items to warehouses for divisions.
Click at the title bar to customize the fields, columns, or sections. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. You can also move the different sections and/or fields around. Some sections allow you to change the number of columns for that section. Click Save to save the settings, Reset to set back to default settings, or Close to exit.