| Button | Description |
|---|---|
| Actions | Provides the following actions:
|
| Inquiries | Provides quick access to inquiry forms as follows:
|
| Element | Description |
|---|---|
| Item ID | The unique alphanumeric identifier of the stock item. The structure of identifiers is defined by the INVENTORY segmented key in the Segment keys (CS202000) window.
Note
You can later change the stock item ID by selecting Change item ID in the Actions menu of the toolbar. |
| Item status | The status of the stock item. You can select one of the following options:
|
| Description | A brief description of the stock item. |
| Work group | The product work group to which the stock item is assigned. |
| Product manager | The product manager to whom this stock item is assigned for processing. |
| Element | Description |
|---|---|
| Item class | The item class to which the stock item is assigned. Selecting a class provides default settings for the item. The Item classes (IN201000) window is used to define settings and attributes for items of the class. |
| Type | The type of stock item. You can select one of the following options:
|
| Kit | A check box that indicates (if selected) that this stock item is a kit. The components of the kit can be specified using the Kit specifications (IN209500) window. |
| Valuation method | The method used for the item for inventory valuation, which by default is the valuation method associated with the item class. You can select another valuation method for the item from the following options:
|
| VAT category | The VAT code of the stock item, which by default is the VAT code associated with the item class. You can choose another VAT code if needed. |
| Posting class | The posting class of the stock item, which by default is the posting class assigned to the item class. You can select another posting class for the item. You use the Posting classes (IN206000) window to define posting classes and their properties. |
| Lot/serial class | The lot/serial class to which the stock item is assigned. Use the Lot/serial classes (IN207000) window to define lot/serial classes and their properties.
Note
This field is only displayed if the Lot and serial tracking functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Automatic incremental value | The start value for the automatic incremented segment. Use the Lot/serial classes (IN207000) window to define this value.
Note
You can only set the start value for the auto-incremental segment if the option Share the auto-incremental value between all class items is cleared for the chosen class in the Lot/serial classes (IN207000) window.
Note
This field is only displayed if the Lot and serial tracking functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Webhook notification | When this check box is selected and saved for a stock item, you will be notified regarding changes. The Webhook notifications tab appears when you select the stock item. |
| Element | Description |
|---|---|
| Default warehouse | The default warehouse used to store the stock item with the specified item ID. Use the Warehouses (IN204000) window to define warehouses and their properties.
Note
This field is only displayed if the Multiple warehouses functionality in the Enable/disable functionalities (CS100000) window is enabled.
Note
If the Multiple warehouses functionality is disabled, the MAIN warehouse is the default warehouse. |
| Default issue from | The location of the warehouse to be used by default to issue quantities of the selected stock item.
Note
This field is only displayed if the Multiple warehouse locations functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Default receipt to | The location of warehouse to be used by default to receive certain quantities of the specified stock item.
Note
This field is only displayed if the Multiple warehouse locations functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Element | Description |
|---|---|
| Base unit | The UoM used as the base unit for this stock item. All other units in the Unit conversion table are expressed with respect to this unit. |
| Sales unit | The UoM to be used as the sales unit for the stock item.
Note
This field is only displayed if the Multiple units of measure functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Purchase unit | The UoM to be used as the purchase unit for the stock item.
Note
This field is only displayed if the Multiple units of measure functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Undership threshold (%) | The minimal percentage of goods shipped (with respect to the ordered quantity) for the system to mark the order as shipped completely. This setting is not applicable to items with specified serial or lot numbers; these items should be shipped exactly as specified. This setting provides the default value for items of this class. |
| Overship threshold (%) | The maximum percentage of goods shipped (with respect to the ordered quantity) allowed by the customer. This setting is not applicable to items with specified serial or lot numbers; these items should be shipped exactly as specified. This setting provides the default value for items of this class. |
| Column | Description |
|---|---|
| From unit | The unit of measure for which the conversion parameters are specified. |
| Multiply/divide | The operation to be performed for unit conversion. You can select the Multiply or Divide option to perform conversions from different units of measure to the UoM specified as the base unit. |
| Conversion factor | The factor to be used for the unit conversion, along with the conversion operation specified in the Multiply/divide column. |
| To unit | The UoM selected as the base unit for the item. |
| Price adjustment multiplier | Changes the price automatically if you change the UoM. |
| Element | Description |
|---|---|
| Stocktaking cycles | The stocktaking cycle assigned to the stock item. The cycle defines how often the stocktaking counts will be performed for the stock item. Stocktaking cycles and their properties are defined in the Stocktaking types (IN208900) window. |
| ABC code | The ABC code this item is assigned to for the purpose of stocktaking. |
| Fixed ABC code | A check box that indicates (if selected) that the ABC code assigned to the item should not be changed automatically when ABC code assignments are updated. |
| Movement class | The movement class this item is assigned to for purpose of stocktaking. |
| Fixed movement class | A check box that indicates (if selected) that the movement class assigned to the item should not be changed automatically when movement class assignments are updated. |
| Element | Description |
|---|---|
| CN code | Commodity codes according to the Combined nomenclature (CN) annually revised and published as a Commission regulation in the EU, Requirement for Intrastat reporting. |
| Country of origin | The country the shipments is sent from. |
| Supplementary measure unit | Standardised codes (EU) for measure units for Intrastat reporting. Required for certain types of items. |
| Element | Description |
|---|---|
| Price class | The item price class associated with the stock item. These classes, which are used to group stock items with similar price calculation methods, are defined in the Item price classes (IN209000) window. |
| Price work group | The work group responsible for product pricing. Select the pricing work group for the stock item. |
| Price manager | The manager responsible for the product pricing. |
| Subject to commission | A check box that indicates (if selected) that commissions should be paid on the sale of this stock item. |
| Min. mark-up (%) | The minimum mark-up percentage defined for the stock item. |
| Mark-up (%) | The percentage of the item cost you add to get the selling price for this stock item. |
| List price | The manufacturer’s suggested retail price (MSRP) of the stock item. |
| Default price | The price of the stock item. This price is used as the default price, if there are no other prices (from any price list) defined for this item in the Customer ledger workspace. |
| Element | Description |
|---|---|
| Pending cost | The pending standard cost for the stock item. |
| Pending cost date | The date when the pending standard cost becomes effective. |
| Current cost | Read-only. This field displays the current standard cost for the stock item. |
| Effective date | Read-only. This field shows the effective date for the current standard cost of the stock item. |
| Last cost | Read-only. This field showing the last standard cost defined for the stock item. |
| Element | Description |
|---|---|
| Last cost | Read-only. This field showing the last standard cost used for the stock item. |
| Last cost incl. landed costs | Read-only. The last cost plus landed costs divided per item on the transaction from where the last cost is taken. This is available when the Include landed cost in unit cost check box is selected in the Inventory transaction history (IN405000) window. |
| Average cost | Read-only. This field that displays the average cost for the stock item. |
| Min. cost | Read-only. This field that displays the minimum cost for the stock item. |
| Max. cost | Read-only. This field showing the maximum cost for the stock item. |
| Element | Description |
|---|---|
| ROT | Select this option if the item is related to ROT deduction (repairs, conversion, extension). |
| RUT | Select this option if the item is related to RUT deduction (cleaning, maintenance, laundry). |
| Type | Select one of the following types:
|
| Type of work | The following work types are available for RUT:
The following work types are available for ROT:
|
| Button | Description |
|---|---|
| Add warehouse details | Navigates to the Item warehouse details (IN204500) window, where you can add warehouse-specific details of the item. |
| Column | Description |
|---|---|
| Standard | This check box indicates (if selected) that this is the standard warehouse for the stock item. |
| Warehouse | The warehouse where the stock item is available. |
| Default receipt to | The location where the stock item is received by default. The default shipping and receiving locations for the item are specified in the Item warehouse details (IN204500) window.
Note
This column is only available if the Multiple warehouse locations functionality in the Enable/disable functionalities (CS100000) window is enabled |
| Default issue from | The location from which the stock item is issued by default.
Note
This column is only available if the Multiple warehouse locations functionality in the Enable/disable functionalities (CS100000) window is enabled |
| Status | The status of the warehouse. |
| Inventory account | The default General ledger account to be used for transactions related to the stock item. This account can be defined for the warehouse in the Item warehouse details (IN204500) window. |
| Inventory sub. | The default General ledger subaccount to be used for transactions related to the stock item. This subaccount can also be defined for the warehouse in the Item warehouse details (IN204500) window. |
| Product work group | The product work group for this stock item, which is defined in The top part of this window. |
| Product manager | The product manager assigned to this stock item, which is defined in The top part of this window. |
| Override standard cost | This check box indicates (if selected) that the standard cost may be overridden for this stock item. This option is assigned on the Price/cost information tab of the Item warehouse details (IN204500) window. |
| Price override | This check box indicates (if selected) that the price can be overridden for this stock item. (This option is also assigned on the Price/cost information tab of the Item warehouse details (IN204500) window.) |
| Qty. on hand | The quantity of this item available (on hand) at the warehouse. This value is calculated based on the availability settings specified for the item class in the Item classes (IN201000) window. |
| Override preferred supplier | This check box indicates (if selected) that you may choose a supplier other than the preferred supplier for the item replenishment in this warehouse. |
| Default supplier | The preferred supplier for this stock item when stocked at this warehouse, as defined in the Item warehouse details (IN204500) window. |
| Override replenishment settings | This check box indicates (if selected) that you may change replenishment settings for this item at this warehouse. |
| Seasonality | The seasonality settings used for this item at this warehouse, by their ID. |
| Replenishment source | The source for the item replenishment. |
| Replenishment warehouse | The warehouse that serves as the replenishment source for the item if the item stock is replenished by a transfer. |
| Override | This check box indicates (if selected) that you may change the service level for this item. |
| Service level (%) | The service level assigned to this item at this warehouse. |
| Last forecast date | The date when the forecast for this item was calculated last. |
| Daily demand forecast | The daily demand for the item at this warehouse according to the forecast. |
| Daily demand forecast error (STDEV) | The standard deviation error calculated for the forecasted daily demand. |
| Column | Description |
|---|---|
| Active | This check box indicates (if selected) that the supplier is active. |
| Default | This check box indicates (if selected) that the supplier is the default supplier for this item. Select this check box to mark the supplier that is the main supplier of the item. When you create a purchase order to purchase an item, the default supplier is selected for this purchase. |
| Supplier ID | The ID of the supplier. The list of suppliers is maintained using the Suppliers (AP303000) window. |
| Supplier name | The name of the supplier from which the item is purchased. |
| Location | The supplier’s location from which the item is purchased, which by default is the supplier’s default location. These locations are defined for the supplier in the Supplier locations (AP303010) window. |
| Warehouse | The warehouse to receive the item. |
| Purchase unit | The unit of measure in which the item is purchased. This UoM is specified on the General settings tab of this window. |
| Supplier item ID | The Item ID used by supplier for this item. |
| Lead time (days) | Read only. This column shows the lead time for the selected supplier location. This lead time is defined in the Shipping instructions section on the General information tab of the Supplier locations (AP303010) window. |
| Override | This check box indicates (if selected) that the values in the following columns should be overridden. You can change the values in these columns only if this check box is selected. |
| Shipment lead time (days) | The additional lead time for the selected item, which represents the additional time required by the supplier to produce, assemble, and dispatch the item. This value is added to the supplier Lead time value, defined in the Supplier locations (AP303010) window, to calculate the resulting lead time required to deliver the purchased item from the supplier’s location to your company’s warehouse. |
| Min. order freq. (days) | The minimum purchase frequency for the item when purchased from this supplier. |
| Min. order qty. | The minimum order quantity for the item when purchased from this supplier. The system uses this value when you prepare replenishment requests in the Prepare replenishment (IN508000) window. |
| Max. order qty. | The maximum order quantity for the item when purchased from this supplier. The system uses this value when you prepare replenishment requests in the Prepare replenishment (IN508000) window. |
| Lot size | The lot size for the item when purchased from this supplier. |
| EOQ | The economic order quantity when the item is purchased from this supplier. This value represents the quantity on the order that minimises the total inventory holding costs and ordering costs. |
| Currency ID | The currency used by the supplier to charge for the item you purchase. |
| Last supplier price | Read only. This column shows the last supplier price defined for the stock item. |
| Column | Description |
|---|---|
| Attribute | The attribute available for this stock item. The list of attributes is defined for the item class. |
| Required | This check box indicates (if selected) that the attribute value is required for a non-stock item of the class. |
| Value | The value of the attribute specific to the item. |
| Column | Description |
|---|---|
| Category ID | The sales category identifier. |
| Column | Description |
|---|---|
| Weight | The weight of the base unit of the stock item, expressed in the weight unit of measure. |
| Weight UoM | The unit of measure used to measure weight. |
| Volume | The volume of the base unit of the stock item, measured in the volume UOM. |
| Volume UoM | The unit of measure used to measure volume. |
| Column | Description |
|---|---|
| Packaging option | The option that the system uses to automatically determine the optimal set of boxes for this item on each sales order. You can select one of the following options:
|
| Pack separately | A check box that indicates (if selected) that this item should be packed separately from other items. This check box is automatically selected (and not available for editing) if By quantity is selected as the packaging option. |
| Column | Description |
|---|---|
| Alt. item ID type | The type of alternative codification used for the item, if applicable. You can select one of the following options:
|
| Supplier/customer | The supplier or customer (by its ID) that uses the alternative identification for this stock item. |
| Alt. item ID | The alternative ID of the stock item (under the specified item ID) as used by the supplier or customer. |
| UoM | The unit of measure used for this alternative item ID. |
| Description | Any comments applicable to the specified cross-reference. |
| Default | A check box you select to set the current alternative item ID as the default alternative item ID. |
| Column | Description |
|---|---|
| Repl. class | The replenishment class to be used to replenish the stock of this item. To define the replenishment class or view its details, use the Replenishment classes (IN208800) window. |
| Seasonality | The set of seasonality settings to be used with the replenishment class. |
| Source | The replenishment source to be used for the stock item. By default, it is the replenishment source associated with the replenishment class. You can select another source, if necessary, from the following options:
|
| Method | The replenishment method to be used for the stock item with the selected replenishment source. This can be one of the following options:
|
| Replenishment warehouse | The warehouse used as a source of replenishment if the source is Purchase to order, Drop-shipment, or Transfer. |
| Max. shelf life (days) | The maximum number of days the stock item can be stored in a warehouse. |
| Launch date | The date starting the time period when the specified replenishment settings will be in effect for this stock item. |
| Termination date | The date ending the time period when the selected replenishment settings will apply to this stock item. |
| Service level (%) | The service level assigned to the item. For details, see: About replenishment parameters based on demand forecast |
| Safety stock | The safety stock (in base units) of the stock item to be used to calculate the quantity required for replenishment; these extra quantities of the item are kept at a warehouse to prevent possible stock-outs. |
| Reorder point | The stock level that, when reached, prompts the system to initiate stock replenishment for the stock item. This quantity should be set equal to the anticipated demand during the lead time plus the safety stock. |
| Max. qty. | The maximum stock level for the replenishment. When the quantity of the item falls below the Reorder point value, the system generates a replenishment request with the quantity required to replenish the stock up to the Max. qty. value. |
| Transfer ERQ | The economic reorder quantity defined for transfers that involves this stock item. This value represents the level of inventory that minimises the total transfer costs. |
| Demand forecast model | The demand forecast model to be used to calculate replenishment parameters for this item. |
| Forecast period type | The type of period to be used for selecting historical data for the model, which can be one of the following:
|
| Periods to analyse | The number of periods to be used for selecting historical data for the model. |
| Element | Description |
|---|---|
| Deferral code | The deferral code assigned to the stock item. |
| Default term | The standard amount of years a term consists of. |
| Use component subaccounts | This check box indicates (if selected) that the component subaccounts will be used in the component-associated deferrals. |
| Total percentage | The total percentage of the item price, as split among components. This value is calculated automatically as you add components and specify percentages for them. If the item is not a package, the total percentage is set to 100. |
| Column | Description |
|---|---|
| Item ID | The item ID of the component. |
| Sales account | The income account used to record sales for this component. |
| Sales sub. | The subaccount to be used to record sales for this component. |
| UoM | The unit of measure used for this component. |
| Quantity | The quantity of the specified units for the component. |
| Deferral code | The deferral code assigned to this component. |
| Default term | The standard term of the specified units for the component. |
| Default term UoM | The standard UoM used for the component. |
| Allocation method | An option indicating whether you will specify the component’s price as a percentage of the item’s price or a fixed amount in the columns that follow. Select Percentage or Fixed amount. |
| Fixed amount | The fixed amount of the item price assigned to the component if the Fixed amount option is selected in the Amount option column. |
| Percentage | This component’s percentage of the item’s price if the Percentage option is selected in the Amount option column. |
| Element | Description |
|---|---|
| Inventory account | The asset account to be used for posting inventory transactions related to this stock item. This account is used if the option Item is selected in the Use inventory/accrual account from field in the posting class (the Posting classes (IN206000) window) for this item. |
| Inventory sub. | Depending on the rule in the Combine inventory/accrual sub. from field in the posting class (the Posting classes (IN206000) window) for this item, this subaccount can be used as the source for one or more of the segment values of the inventory subaccount to be used with the inventory account. |
| Reason code sub. | The subaccount to be used for this stock item when the transaction has a reason code specified. |
| Sales account | The income account to be used for this stock item to record sales. |
| Sales sub. | The subaccount to be used for this item to record sales. |
| Sales - non-taxable account | The income account to be used for this stock item to record non-taxable sales. |
| Sales - EU account | The income account to be used for this stock item to record EU sales. |
| Sales - export account | The income account to be used for this stock item to record export sales. |
| COGS account | The expense account to be used for this stock item to record the cost of goods sold (COGS) once the sales order is released. |
| COGS sub. | The subaccount to be used for this item with the COGS account. |
| Expense acct, non-taxable | The income account to be used for this stock item to record non-taxable expenses. |
| Expense EU account | The income account to be used for this stock item to record EU expenses. |
| Expense account, import | The income account to be used for this stock item to record import expenses. |
| Standard cost variance account | The expense account to be used for this stock item to record any differences between the currently effective standard cost and the cost on the inventory receipt for the specified quantities of the stock item. This account will be used only if this item is assigned the standard cost valuation method. |
| Standard cost variance sub | The subaccount to be used for this stock item with the standard cost variance account. |
| Standard cost revaluation account | The expense account to be used for this stock item to record the differences in inventory value estimated by using the pending standard cost and the currently effective standard cost for the quantities on hand of the stock item. Revaluation is performed at the moment of updating standard costs or when the currently effective standard cost becomes the last standard cost, and the pending cost becomes the effective standard cost. This account will be used only if this item is assigned the standard cost valuation method. |
| Standard cost revaluation sub. | The subaccount to be used for this stock item with the standard cost revaluation account. |
| Purchase accrual account | The liability account to be used for this stock item to accrue purchase order item amounts for this item, if the option Item is selected in the Use purchase accrual account from field in the posting class (the Posting classes (IN206000) window) for this item. Whenever receipts linked to purchase orders are released, the system generates transactions between the purchase accrual account and the inventory account. |
| Purchase accrual sub. | Depending on the rule in the Combine purchase accrual sub. from field in the posting class (the Posting classes (IN206000) window) for this item, this subaccount can be used as the source for one or more of the segment values of the purchase accrual subaccount to be used with the purchase accrual account. |
| Purchase price variance account | The expense account to be used for this stock item to record any differences between the extended price on the purchase receipt and the extended price on the purchase invoice. This account is used if this item is assigned any of the valuation methods except for the standard cost valuation method. |
| Purchase price variance sub. | The subaccount to be used for this item with the purchase price variance account. |
| Landed cost variance account | The expense account to be used for this stock item to record any differences in landed costs that occurred between the landed costs amounts specified on purchase receipts and the amounts on inventory receipts. |
| Landed cost variance sub. | The subaccount to be used with the landed cost variance account for this item. |
| Deferral account | The account to be used to hold the deferral amount until it is fully recognised. The account type should be specified as follows:
|
| Deferral sub. | The subaccount to be used with the deferral account. |
| Element | Description |
|---|---|
| Sales account | The income account that is connected to the VAT payable account (it has a set VAT category). The excise duty amounts are recorded in credit. |
| Sales sub | The subaccount to be used with the sales account. |
| Sales offset account | The income account that is not connected to the VAT payable account (it does not have a set VAT category), used to balance the sales account. The excise duty amounts are recorded in debit. |
| Sales offset sub | The subaccount to be used with the sales offset account. |
| Payable account | The liability account that accumulates the excise duty amounts to be paid to a tax agency for the excise duty reporting period. The excise duty amounts are recorded in credit. |
| Payable sub | The corresponding payable subaccount. |
| Element | Description |
|---|---|
| Use Expense accounts | If this check box is selected and when a purchase invoice is released, the following transactions will be added to journal transactions. |
| Purchase P&L (debit) | Select an account here for a domestic supplier in P/L account. |
| Purchase P&L sub. | Select a subaccount here for a domestic supplier in P/L account. |
| Inventory changes P&L (credit) | Select an account for changes in inventories for goods and supplies in P/L account. |
| Inventory changes P&L sub. | Select a subaccount for changes in inventories for goods and supplies in P/L account. |
| Purchase EU | Select an account here for an EU supplier in P/L account. |
| Purchase EU sub. | Select a subaccount here for an EU supplier in P/L account. |
| Purchase import | Select an account for a non-EU supplier. |
| Purchase import sub. | Select a subaccount for a non-EU supplier. |
| Custom action | Description |
|---|---|
| Group details | Navigates to the Restriction groups (SM201030) window, where you can view details of the restriction group. |
| Column | Description |
|---|---|
| Group name | The name of the sub item restriction group or restriction group. |
| Specific type | The functional type of the group. |
| Description | A brief description of the group. |
| Active | A check box that indicates (if selected) that the group is active. |
| Group type | A read-only column that shows the type of the restriction group:
|
| Column | Description |
|---|---|
| Duty type | The duty type ID. |
| Duty group | The duty group ID. |
| From duty UoM | The duty rate unit for the duty type and group, as set in the Duty rates (EF207000) window. |
| Multiply/divide | The operation to be performed for conversion from the duty UoM to the UoM specified as the base unit. Only Multiply is supported. |
| Conversion factor | The factor to be used for the unit conversion, along with the conversion operation Multiply. When the duty UoM and item’s base unit are the same, the conversion factor is automatically set to 1. |
| To item base UoM | The UoM selected as the base unit for the item. |