User Manual 2.3/Product Setup
Contents |
Product Category
| Create product categories to better organize your products and create more powerful reports. |  |
Assigned Products
Add products to your product category.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Attribute Set: | A group of attributes which are assigned to a selected product. | |
| Attribute Set Value: | An attribute associated with a product as part of an attribute set. | |
| Bill of Materials: | Bill of Materials | |
| Classification: | Classification for grouping | |
| Client: | Client for this installation. | |
| Comments: | A space to write additional related information. | |
| Description: | A space to write additional related information. | |
| Description URL: | An address for the product description which can be accessed via internet. | |
| Discontinued: | A statement mentioning that this product will no longer be available on the market. | |
| Discontinued by: | The name of the person who discontinues an item. | |
| Download URL: | URL of the Download files | |
| Expense Type: | Expense report type | |
| Freight Category: | A classification used to help calculate shipping company freight amounts. | |
| Guarantee Days: | Number of days the product is guaranteed or available | |
| Help/Comment: | A comment that adds additional information to help users work with fields. | |
| Image URL: | An address for the product image which can be accessed via internet. | |
| Mail Template: | A template used to organize and send mail using a standard format. | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Organization: | Organizational entity within client | |
| Print detail records on invoice : | Print detail BOM elements on the invoice | |
| Print detail records on pick list: | Print detail BOM elements on the pick list | |
| Product: | An item produced by a process. | |
| Product Category: | A classification of items based on similar characteristics or attributes. | |
| Product Type: | An important classification used to determine the accounting and management of a product. | |
| Purchase: | An indication that an item may be purchased by a business partner. | |
| Resource: | Resource | |
| Revenue Recognition: | Method for recording revenue | |
| Sale: | An indication that an item may be sold by a business partner. | |
| Sales Representative: | The person in charge of carry out an order. | |
| Search Key: | A fast method for finding a particular record. | |
| Shelf Depth: | Shelf depth required | |
| Shelf Height: | Shelf height required | |
| Shelf Width: | Shelf width required | |
| SKU: | A "stock keeping unit" used to track items sold to business partners. | |
| Stocked: | Organization stocks this product | |
| Storage Bin: | A set of coordinates (x, y, z) which help locate an item in a warehouse. | |
| Summary Level: | A means of grouping fields in order to view or hide additional information. | |
| Tax Category: | A classification of tax options based on similar characteristics or attributes. | |
| Units Per Pallet: | Units Per Pallet | |
| UOM: | A non monetary unit of measure. | |
| UPC/EAN: | A bar code with a number to identify a product. | |
| Verified: | The BOM configuration has been verified | |
| Verify BOM: | Verify BOM Structure | |
| Version No: | Version Number | |
| Volume: | Volume of a product | |
| Weight: | Weight of a product |
Product Category
Create a product category
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Asset Category: | A classification of assets based on similar characteristics. | |
| Client: | Client for this installation. | |
| Default: | A value that is shown whenever a record is created. | |
| Description: | A space to write additional related information. | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Organization: | Organizational entity within client | |
| Planned Margin %: | Project's planned margin as a percentage | |
| Product Category: | A classification of items based on similar characteristics or attributes. | |
| Search Key: | A fast method for finding a particular record. |
Unit of Measure
| Create units of measure and conversions rates to be applied to products. |  |
Conversion
Edit the conversion rate of one unit of measure into another one.
Keep in Mind:
- These conversions must be direct. If A and B are converted together, and B and C are converted together, this does not mean that naturally A and C are converted together. The definition must be made explicitly.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Client: | Client for this installation. | |
| Divide Rate by: | The rate by which the base unit will be divided by to create the converted unit. | |
| Multiple Rate by: | The rate by which the base unit will be mutiplied by to create the converted unit. | |
| Organization: | Organizational entity within client | |
| UOM: | A non monetary unit of measure. | |
| UOM Conversion: | Unit of Measure Conversion | |
| UOM To: | Target or destination Unit of Measure |
Unit of Measure
Create a non monetary unit of measure.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Breakdown: | To break down the line order on the shipment document | |
| Client: | Client for this installation. | |
| Costing Precision: | Rounding used costing calculations | |
| Default: | A value that is shown whenever a record is created. | |
| Description: | A space to write additional related information. | |
| EDI Code: | UOM EDI Code | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Organization: | Organizational entity within client | |
| Standard Precision: | Rule for rounding calculated amounts | |
| Symbol: | An abbreviated description used to define a unit of measure or currency. | |
| UOM: | A non monetary unit of measure. |
Attribute
| Create and edit attributes to be combined into attribute sets and subsequently added to products. |  |
Attribute
Create and edit attributes to be assigned to attribute sets.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Attribute: | A defined characteristic of a specific product. | |
| Attribute Search: | Common Search Attribute | |
| Client: | Client for this installation. | |
| Description: | A space to write additional related information. | |
| Instance Attribute: | The product attribute is specific to the instance (like Serial No, Lot or Guarantee Date) | |
| List: | This attribute has a predefined list of values | |
| Mandatory: | An indication noting that completing in a field is required to proceed. | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Organization: | Organizational entity within client |
Attribute Value
Define individual characteristic values of this attribute.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Attribute: | A defined characteristic of a specific product. | |
| Attribute Value: | Product Attribute Value | |
| Client: | Client for this installation. | |
| Description: | A space to write additional related information. | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Organization: | Organizational entity within client | |
| Search Key: | A fast method for finding a particular record. |
Attribute Set
| Define a group of attributes to apply to specific products. |  |
Assigned Attribute
Add individually defined attributes to an attribute set.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Attribute: | A defined characteristic of a specific product. | |
| Attribute Set: | A group of attributes which are assigned to a selected product. | |
| Client: | Client for this installation. | |
| Organization: | Organizational entity within client | |
| Sequence: | The order of records in a specified document. |
Attribute Set
Create an attribute set to define products with multiple characteristics.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Attribute Set: | A group of attributes which are assigned to a selected product. | |
| Client: | Client for this installation. | |
| Description: | A space to write additional related information. | |
| Expiration Date: | The date upon which an item is guaranteed to be of good quality. | |
| Guarantee Days: | Number of days the product is guaranteed or available | |
| Is lockable: | ||
| Lot: | A group of identical or similar items organized and placed into inventory under one number. | |
| Lot Control: | Product Lot Control | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Organization: | Organizational entity within client | |
| Serial No.: | An attribute used as a unique identifier for a product. | |
| Serial No Control: | Product Serial Number Control |
Lot
Create and edit lots for your products.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Client: | Client for this installation. | |
| Description: | A space to write additional related information. | |
| Ending Date: | A parameter stating the ending time range related for a specified request, query, etc. | |
| Help/Comment: | A comment that adds additional information to help users work with fields. | |
| Lot: | A group of identical or similar items organized and placed into inventory under one number. | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Organization: | Organizational entity within client | |
| Product: | An item produced by a process. | |
| Starting Date: | A parameter stating the starting time range related to a specified request. |
Lot No Sequence
| Define a number sequence to assign lot numbers to products. |  |
Lot Control
Define your lot number sequence.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Client: | Client for this installation. | |
| Description: | A space to write additional related information. | |
| Increase by: | An addition to a starting number by a specified value. | |
| Lot Control: | Product Lot Control | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Next Assigned Number: | The next number that will be assigned to an item. | |
| Organization: | Organizational entity within client | |
| Prefix: | Characters which are added at the beginning of a statement or number. | |
| Start No.: | The first number that will be used in a standard or control sequence. | |
| Suffix: | One or many characters which are added at the end of a statement or number. |
Serial No Sequence
| Define a serial number sequence to assign serial numbers to products. |  |
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Client: | Client for this installation. | |
| Description: | A space to write additional related information. | |
| Increase by: | An addition to a starting number by a specified value. | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Next Assigned Number: | The next number that will be assigned to an item. | |
| Organization: | Organizational entity within client | |
| Prefix: | Characters which are added at the beginning of a statement or number. | |
| Serial No Control: | Product Serial Number Control | |
| Start No.: | The first number that will be used in a standard or control sequence. | |
| Suffix: | One or many characters which are added at the end of a statement or number. |
Category: User