Item classes (IN201000)

Provides the following menu commands, which you can use to invoke actions:

View restriction groups

Navigates to the Restriction groups by item class (IN103010) window so you can view the restriction group members.

Apply to children

Applies the settings of the currently selected item class to all its child item classes.

Change ID

Opens the Specify new ID dialog box, in which you can enter a new identifier (ID) for the item class.

Apply restriction settings to all items

Updates the security settings for all items of the class if the default restriction groups of the class have been reassigned.

A description of the item class.

> [!NOTE] > This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see: About multi-language support

If you select this check box, negative quantities for items of this class are allowed.

The item type that will be selected by default for new items of this item class.

For stock items, you can select one of the following options:

• Finished good
• Component part
• Subassembly

For non-stock items, you can select one of the following options:

Non-stock item

A general type of non-stock item

Labour

A type of non-stock item to be used for labour hour rates

Service

A type of non-stock item to be used for service fees

Charge

A type of non-stock items that are used for charge rates

Expense

A type of non-stock items that are added to documents to designate specific expenses

The types of non-stock items are used mostly for informational purposes, except for the Labour; the items of this type appear on the lists filtered by Labour item type for selection in specific UI elements in windows related to project accounting, organisation structure, and employee time and expenses.

The valuation method to be assigned by default to all stock items of the class.

You can select one of the following options:

• Standard
• Average
• FIFO
• Specific

The posting class selected for the item class.

Use the Posting classes (IN206000) window to define posting classes and their settings.

The lot/serial class to be assigned by default to new items of this item class.

Use the Lot/serial classes (IN207000) window to define lot/serial classes and their settings.

The price class to be assigned by default to new items of this item class.

Use the Item price classes (IN209000) window to define lot/serial classes and their settings.

The warehouse that will be used by default for receiving and issuing the items of this item class.

The VAT code to be assigned by default to new items of this item class.

VAT categories are defined by using the VAT categories (TX205500) window.

If you select this check box, the system deducts (for items of the class) the quantities of issued items from the available quantities of these items.

The documents in the On hold and Balanced statuses are used for availability calculation.

If you select this check box, the system will deduct the quantities of the item on sales orders (of the SO, IN, and CS types) with the On hold, Credit hold, Pending approval, and Rejected statuses from the available quantity.

The quantity of each item on sales orders with these statuses is shown in the Sales order prepared field in the Inventory allocation details (IN402000) window.

If you select this check box, the system will deduct (for items of the class) the quantities of items on sales orders with the Open status from the available quantities of these items.

The item’s quantity on these sales orders is shown in the Sales orders booked field in the Inventory allocation details (IN402000) window.

If you select this check box, the system will deduct (for items of the class) the quantities of shipped items from the available quantities of these items.

The item’s quantity on these sales orders is shown in the Sales orders shipped field in the Inventory allocation details (IN402000) window.

If you select this check box, the system will deduct (for items of the class) the quantities of items being prepared for shipping (on unconfirmed shipments) and the quantities that were specifically allocated for sales orders (of the SA and SO types) from the available quantities of these stock items. The orders with the On hold, Credit hold, Rejected, Pending approval, and Open statuses are used for this calculation.

The item’s quantity on these sales orders is shown in the Sales orders allocated field in the Inventory allocation details (IN402000) window.

If you select this check box, the system will deduct (for items of the class) the quantities of items allocated for kit assembly from the available quantities of these items. The documents with the On hold and Balanced statuses are used for availability calculation.

If you select this check box, the system will deduct (for items of the class) the quantities of items allocated to sales orders with the Back order status from the available quantity of these items.

The quantities on these sales orders are shown in the Back orders field in the Inventory allocation details (IN402000) window.

If you select this check box, the system will include (for items of the class) the quantities of items on purchase orders (with the statuses of On hold and Pending approval ) in the available quantities of these items.

The item quantity in the purchase orders with the On hold and Pending approval statuses is shown in the Purchase prepared field in the Inventory allocation details (IN402000) window.

If you select this check box, the system will include (for items of the class) the quantities of items on open purchase orders in the available quantities of these items.

The item quantity in the purchase orders with the Open status is shown in the Purchase orders field in the Inventory allocation details (IN402000) window.

If you select this check box, the system will include (for items of the class) the quantities of items that are kits and listed in the kit assembly documents in the available quantities of these items.

If you select this check box, the system will include (for items of the class) the quantities of items on return orders and on shipments with the Receipt operation selected (in the Shipments (SO302000) window) in the available quantities of these items. In particular, quantities are affected as follows:

• The quantities on return orders with the On hold status are deducted from the Sales order prepared quantities.
• The quantities on return orders with the Open status are deducted from the Sales orders booked quantities.
• The quantities on unconfirmed shipments with the Receipt operation are deducted from the Sales orders allocated quantities.
• The quantities on confirmed shipments are deducted from the Sales orders shipped quantities.

Thus, the quantities on shipments with the Receipt operation decrease the Total deduction quantities in the Inventory allocation details (IN402000) window.

The UoM to be used as the default base unit for items of the class.

Select the base unit from the list of UoMs defined in the Units of measure (CS203100) window.

The UoM to be used as the default sales unit for items of the class.

Select this unit from the list of globally defined UoMs for which conversion factors to the chosen base unit are specified in the Units of measure (CS203100) window, or type the unit.

Press Enter, and a new row will be appended to the unit conversion table for the class. In this row, specify a conversion rule between the UoM selected as the sales unit and the UoM selected as the base unit.

The UoM to be used as the default purchase unit for items of the class.

Select the unit from the list of globally defined UoMs for which conversion factors to the chosen base unit are specified in the Units of measure (CS203100) window, or type the unit.

Press Enter, and a new row will be appended to the unit conversion table for the class. In this row, specify a conversion rule between the UoM selected as the purchase unit and the UoM selected as the base unit.

The operation to be performed for the unit conversion.

You can select the Multiply or Divide option to perform the appropriate conversion from the unit specified in the From unit column to the unit specified in the To unit column.

The default mark-up percentage for items of the class.

The mark-up is the difference between the price of the item and its cost, with respect to the cost.

The demand calculation option defines how the system calculates the item quantity for replenishment. You can select one of the following options:

Item class settings

Demand will be calculated based on the availability calculation rule for this item class as specified on the General information tab of this window.

Hard demand only

Demand will be calculated as (Qty. sales order allocated) + (Qty. sales order back ordered) + (Qty. sales order on shipments).

The source of replenishment used for the item class with this replenishment class. One of the following options can be selected:

• None No replenishment is required.

• Purchase The items for the stock replenishment will be purchased.

• Manufacturing The items for the stock replenishment will be manufactured. (Not implemented in the current version.)

• Transfer The items will be transferred from a replenishment warehouse.

  Note

  This option is only displayed if the Multiple warehouses functionality in the Enable/disable functionalities (CS100000) window is enabled.

• Drop shipment The items for the stock replenishment will be purchased through drop shipment purchase orders, and the purchased goods will not be received at your company’s warehouse.

  Note

  This option is only displayed if the Drop shipments functionality in the Enable/disable functionalities (CS100000) window is enabled.

• Purchase to order The items for the stock replenishment will be purchased only when a customer’s order has been received.

The method of replenishment to be used for the class with this replenishment class. You can select one of the following options:

None

No replenishment will be performed.

Minimum/maximum

The system will compute the replenishment quantity as the difference between the maximum and minimum quantities with the quantity on supply deducted. (The quantity on supply is the quantity of items on unreleased purchase orders, on purchase receipts, and in transit.)

Fixed reorder quantity

The system will initiate replenishment once the minimum stock level is reached, and the quantity on replenishment request will be equal to the EOQ (economical order quantity) value specified for the selected supplier.

The model to be used for calculating the revised replenishment parameters for this replenishment class when applied to items of the item class. The following options are available:

None

None of the models will be used; replenishment parameters can be changed only manually.

Moving average

The demand forecast model is based on calculating average sales, based on historical data and seasonality settings.

The type of time period to be used for selecting historical data for demand forecast model. The following options are available:

• Quarter
• Month
• Week
• Day

The service level assigned to the item class.

For details on usage of the service level parameter, see: About replenishment parameters based on demand forecast

A number that represents the order of the attribute in the list of class attributes.

Type an integer directly in the column. The lower the integer, the higher the attribute will be in the list of class attributes.

Read-only. This column displays the type of control (element) for the attribute:

• Text
• Combo
• Check box
• Date time