Viewing item cards

Close

Click this to exit.

Edit

Click this to modify the item information, delete the item, and perform other actions such as recoding items, changing assortment of items, merging items, and copying items to different countries. For more information, see Creating and modifying items.

Note: To modify the item card, function right 34 — Maintain World Items, except to change the division is required. By default, users with the Item management role have this function right.

Copy

Click this to create an item with details (except the code) of this item copied.

Customise

Click Customise at the title bar to customize the columns, sections or fields. You can display or hide fields and sections by selecting or clearing the relevant check boxes. In the Columns section, select the number of columns you want to arrange your sections in. You can also drag-and-drop the sections and fields to arrange them in the order and format you want. Click Save to save the settings, Reset to reset your selections to the default setting, or Close to exit without saving. Click Advanced for further customization of the item card.

General section

This section defines the basic characteristics and relevant item information such as the item code, the item description, the warehouse where the item is available, item type, valid period for the item, the status of the item, and the security level needed to view the item and modify the item information.

Code

This is the unique alphanumeric code that identifies the item.

Country

This is the country where the item is available.

Description

This is the description for the item.

Division

This is the division for the item. Click the division name to view and modify the division information. For more information about divisions, see Creating and modifying divisions.

Person

This is the person responsible for the item. Only this person can modify the item information in the item maintenance. Click the hyperlink to view and modify the personal card of the person. For more information, see Creating and modifying entries for people.

Warehouse

This is the warehouse where the item is located. Click the warehouse name to view and modify the warehouse information. For more information, see Creating and modifying warehouses.

Type

This is the item type. The item type defines the special characteristics and attributes of the items. For more information about the available item types, see Creating and modifying items.

Status

This is the status for the item. The status defines the restriction on warehouse transactions that are imposed on the item. For more information about the item status, see Creating and modifying items.

Active from

This is the date starting from which the item is active.

Active to

This is the date after which the item is inactive. After the item is inactive, you will not be able to use this item for logistics transactions (sales orders, purchase orders, and internal use requests).

Note: Normally, this date is not filled in unless the inactive, blocked, or discontinued date of the item is known.

Security level

This is the security level for the item. The security level determines whether a user is allowed to view the item and modify the item information. To view the item and modify the item information, users need to have a security level that is equal to or higher than the security level for the item. For more information, see Creating and modifying items.

 

Prices section

This section defines the relevant prices (sales price and cost price), price models (discounts and variants), and unit of measurement for the item. By default, the currency displayed at Sales price and the Costs, is the currency used by the division of the current user (the division linked to the personal card of the current user).

Type

This is the price model used to determine the sales price of an item. For more information about the available price models, see Creating and modifying items.

Sales price

This is the sales price of one unit of sale item in the currency used, and the unit of measurement for the sales price. Click this to define the price variants (if applicable) for the item.

Note: This information is only available if price model (such as discount or variant) are not used for the item sales price.

Unit

This is the unit used to quantify one unit of the item.

Note: This information is only available if price models (such as discount or variant) are used for the item sales price. If price variants are used, you will also see the Sales section.

Costs

This is the cost price of one unit of sale item in the currency used, and the unit of measurement for the sales price.

Purchase

This is the total purchase price for the item in the currency used and the unit of measurement for the purchase price, followed by the purchase price (per individual unit of the item) and the unit of measurement for the unit price. For example, the total purchase price for a box of canned drinks is EUR 84 (6*14), then the purchase price will be displayed as "84 EUR / Box (14 EUR / Can)".

This information applies only to items that can be purchased from a supplier (Under the Attributes section, Buy has a green check mark). You can click the purchase price to access the purchase information for the main supplier. For more information, see Linking items to suppliers. 

Supplier

This is the main supplier of the item. This information applies only to items that can be purchased from a supplier (Under the Attributes section, Buy has a green check mark). You can click the supplier name for more information about the item’s supplier. For more information, see Creating and modifying accounts.

 

Sales section

This section is available only if the item is using a price model (such as discount or variant). This section defines the price details based on the price model (defined at Type in the Prices section). For more information, see Overview of item price variants.

 

G/L Accounts section

This section defines the general ledger accounts that are used to register the relevant transactions for the item. For more information, see Displaying chart of accounts. You will see "(Assortment)" if the general ledger accounts is the same as the general ledger accounts of the item’s assortment. For more information on how assortments are linked to a set of general ledger accounts, see Creating and modifying assortments. 

Asset

This is the account code to specify the general ledger account to register the value of the item which is an asset. Click the asset account to view the account information. For more information, see Creating corporate general ledger account.

Costs

This is the account code to specify the general ledger account to register the cost of goods. Click the cost account to view the account information. For more information, see Creating corporate general ledger account.

Purchase

This is the account code to specify the general ledger account to register the purchases made for the item. For more information, see Creating corporate general ledger account.

Revenue

This is the account code to specify the general ledger account to register the revenue from the sale of this item. For more information, see Creating corporate general ledger account.

 

Attributes section

This section defines the attributes of the item that determine the transactions allowed for the item.

A green check mark denotes the attribute of the item.

• Sales — This item can be used for sales.
• Buy — This item can be purchased from a supplier. You can click Buy to view a list of supplier accounts linked to the item. For more information, see Overview of accounts related to items. 
• Stock controlled — The stock for this item is maintained (stored, replenished, and counted). For more information, see Viewing stock control graph.
• From stock — The stock for the item must be available in the warehouse before you can create a sales order for the item. The quantity of the item entered in the sales order cannot exceed the available stock.
• Serial numbers — This item is linked to a serial number. A unique serial number is linked to the item for tracking and quality control purposes.
• Part — This item has a relation type with another item. The relation types available are Illegal, Mandatory, Optional, and Standard included. For more information, see Overview of item relation types.
• Divisible — The item quantity is measured in fractions.
• Policy — This item contains policy information.
• Make — This item can be used for manufacturing and is usually linked to a bill of materials (BOM).
• No discount — Discounts are not allowed for the item in sales and purchase transactions.
• Explode — The part items defined in the BOM of this item will be displayed instead of the main item itself at fulfillment.
• Batch — This item is a batch item. Batch items are items that belong to a group of similar items, whereby this group is linked to unique batch numbers.
• Text — An extra variable text will be displayed next to the item description in quotations, orders, and invoices.
• Service — This item is a service item.
• Billable — This item is a billable Professional Services Automation (PSA) labor item. Billable PSA labor items are displayed at Modules > Projects > Reports > Professional services automation > Invoice proposals for invoicing purposes.
• Productive — This item is a productive PSA labor item. This attribute is only used for reporting purposes.

 

Other section

This section defines the miscellaneous item information that is used only for specific purposes.

Configuration

This displays the number of parent and child items linked to this item. Click Add to link this item to other parent or child items. For more information, see Creating and modifying child and parent item relations.

Replacement

This is the replacement item for the item if it is not available.

Request – Shopping

This is the request type to specify the request used to generate the sales order for the item.

Request – Purchase

This is the request type to specify the request used to generate the purchase order for the item.

Statistical code

This is the 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 regular import and export, transit traffic, and temporary relocation of stocks.

Note: Intrastat is the system for collecting statistics on the movement of goods among member states of the European Union (EU). This system has been implemented since January 1, 1993 to replace the customs declarations as a source of trade statistics within the EU. 

Weight: Net

This is the weight (in kilograms) of one unit of the item.

 

Divisions section

This section allows you to add divisions for the item. You can also select a division in the Item code - Division column to view the details of the item for the division. For more information, see Creating and modifying items for divisions.

Note: This section is available only if you have selected the Items check box at Modules > System > Setup > Central Master Data Management > Settings.

 

Monitor section

This section allows you to access other information related to the item and monitor the item activity. The hyperlinks in this section may be displayed or hidden depending on your customization. Also, when viewing item cards, the header of this section is not displayed. The header will be displayed while you are customizing the cards.

Configuration

Click this to view, create, and modify the relationship between this item and other parent or child items. For more information, see Configuring items.

Accounts

Click this to view the accounts linked to the item. For more information, see Overview of accounts related to items.

Workflow

Click this to view the workflow requests for the item. For more information, see Workflow and requests overview.

Attachments

Click this to view attachments and the attachment information for the available assortment releases for this item.

Documents

Click this to view the documents linked to the item. For more information, see Viewing recent documents.

Translations

Click this to view the item translations for the item. For more information, see Viewing item translations.

Projects

Click this to view the projects that are linked to the item. For more information, see Searching for projects.

Statistics

Click this to view contract analysis reports for contracts linked to the item. For more information, see Overview of contract analysis.

Transactions

Click this to view the financial entries for the transactions that involve the item. For more information, see Viewing item transactions.

Countries

Click this to view the item prices for the respective countries where item is available. For more information, see Overview of countries for items.

Divisions: Financial

Click this to view the summary of the respective general ledger accounts for the specific divisions, for the item. For more information, see Overview of division general ledger accounts for items.

Note: This is available only if you have not selected the Items check box at Modules > System > Setup > Central Master Data Management > Settings.

Opportunities

Click this to view the opportunities that are linked to the item. For more information, see Searching for opportunity cards.

Reports

Click this to view all reports that are grouped under the Logistics report group. For more information, see Overview of reporting services integration reports.

Quotations

Click this to view quotations linked to the item. For more information, see Overview of quotations

Quotations (Exact Globe Next)

Click this to view quotations created in Exact Globe Next and Exact Globe+ for the item. For more information, see Overview of sales quotations

Sales orders

Click this to view the sales orders linked to the item. For more information, see Searching for purchase orders, Sales orders, or Sales invoices

Categories section

This section categorizes the items according to user-defined assortments and assortment properties for the items.

Assortment

This is the assortment that the item is linked to. Assortments are used to categorize different types of items that share common properties. For more information on assortments, see Overview of assortments.

Note: If the assortment is linked to assortment properties, you will see the assortment categories and the corresponding assortment property displayed after the assortment. 

 

Remarks section

This section displays additional information regarding the item, for example, the usage of the item, the new features available in the current model, and so on.

 

Picture section

This section displays graphic information of the item.

 

Free fields section

This section displays the free fields that are defined in the assortment information for the assortment linked to the item. Free fields are used to define additional information that is useful or important for the item. To define a free field, click the assortment link under the Categories section in the item card. In the assortment card, click Edit and then click the specific free field you want to set up. For more information on free fields, see Creating and modifying assortments.