Items

<< Prev   Next >>

Here you can enable and set up detailed accounting for goods, works, and services.

Contents

​ Units of measure catalog

​ Select Default units of measure

​ Activate Item name and variant name duplicate control

​ Activate Item and item variant duplicate control by attribute value combination

​ Activate Item packaging units

​ Activate Quality of goods

​ Activate Multiple item kinds

​ Item kinds catalog: structure and main settings

​ Set Allowable deviation of automatic rounding

​ Set Allowable deviation of measured goods shipment and receipt

​ Activate Use automatic closing of lines with orders for measured goods

Units of measure catalog

Here you can create a list of units of measure used to register enterprise transactions.

The application already contains a standard UOM classifier. You can use it to fill this catalog.

Paths

Path	Master data and settings → Master data → Item related catalogs → Items → Units of measure
In-app link EN code	e1cib/list/Catalog.PackagesAndUnitsOfMeasure
In-app link RU code	e1cib/list/Справочник.УпаковкиЕдиницыИзмерения

How to create a unit of measure

1. Open the catalog and click Create.

2. Specify OKEI code, Description, Name, and International abbreviation.

3. Select Measurable value type and specify Ratio, if necessary.

Select Default units of measure

Here you can set default units of measure for standard dimensions:

• Weight
• Volume
• Area
• Length
• Quantity
• Draught products

Additionally, you can set up the report UOM.

Paths

Path	Master data and settings → Master data and sections → Items
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.ProductSettings
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.НастройкиНоменклатуры

What you can do after activation

The system automatically uses the default unit of measure for inventory transfer transactions, as well as for presenting data in inventory reports.

Activate Item name and variant name duplicate control

Here you can enable the system control to make sure that item and variant names are unique.

Uniqueness control for item names is strict.

Paths

Path	Master data and settings → Master data and sections → Items → Creation settings
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.ProductSettings
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.НастройкиНоменклатуры

What you can do after activation

You can take advantage of uniqueness control. When you try to save an item with a duplicate working title or a duplicate variant working title, the system will inform you about the existing item with the same title and reject the transaction.

Activate Item and item variant duplicate control by attribute value combination

Here you can prevent items and variants with the same attribute values and additional attribute values from being created.

Duplicate control by attributes is optional. 

Paths

Path	Master data and settings → Master data and sections → Items → Creation settings
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.ProductSettings
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.НастройкиНоменклатуры

What you can do after activation

You can specify item attributes whose uniqueness you want to check in the Item kinds catalog item.

The system will check the uniqueness and inform you about the existing items with the same attribute values.

Activate Item packaging units

Here you can enable the Packaging units catalog.

Use this catalog to easily specify goods quantity in documents and automate warehouse processes. A packaging unit contains the quantity of goods in a commercial or transport packaging unit, which is a multiple of the main storage unit, as well as dimensions and gross weight.

Paths

Path	Master data and settings → Master data and sections → Items
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.ProductSettings
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.НастройкиНоменклатуры

What you can do after activation

You get access to the Packaging groups catalog.

Activate Quality of goods

Here you can enable registering changes in goods quality.

The application allows you to register items of different quality, operate with such goods at various stages of goods movements, and change the quality of goods in documents when defective goods are detected. One or several low-quality goods are mapped to one defective item.

Information about low-quality goods is used when returning goods to vendors, selling low-quality goods to customers, consuming low-quality goods for internal needs, and other.

The following goods qualities are available in the system:

• New. Set by default when you create a new item.
• Suitable to a limited extent. Goods that have lost their consumer properties only partially and can be used for their intended purpose. You can sell such goods and set prices for them.
• Not usable. Goods have completely lost their consumer properties and cannot be used for their intended purpose. As a rule, you write off such items or return them to the vendor.

Paths

Path	Master data and settings → Master data and sections → Items
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.ProductSettings
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.НастройкиНоменклатуры

What you can do after activation

Now you can:

• Use the Quality field in the Items catalog items.
• Register changes in item quality in goods transfer documents.

Activate Multiple item kinds

Here you can enable the Item kinds catalog.

Paths

Path	Master data and settings → Master data and sections → Items
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.ProductSettings
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.НастройкиНоменклатуры

What you can do after activation

Now you can access:

• Item kinds catalog
• Item sets functional option

Item kinds catalog: structure and main settings

Here you can create a list of item kinds used to manage enterprise resources (materials, works, and services).

Use the catalog to store item kinds grouped by the most significant economic and technical specifics and/or their purpose in the enterprise.

To fill the catalog, you can use:

• International inventory classifiers. For example, "Statistical Classification of Products by Activity in the European Economic Community" (as amended in 2008).
• Industry inventory classifiers. For example, SFI Group System in shipbuilding and other.
• In-house coding system for the enterprise item kinds.

You may need to group items into kinds if you keep accounting by:

• Batches. Batches are item lots purchased or produced at the same time and having similar properties.
• Variants. Variants are item properties that are important for production and sale.

First of all, you create new item kinds for production and management needs, and only then for separate accounting of different item kinds.

We recommend that you set up a separate list of attributes for each item kind. Attributes must be unique and required.

Paths

Path	Master data and settings → Master data → Item related catalogs → Items → Item kinds
In-app link EN code	e1cib/list/Catalog.ItemKinds
In-app link RU code	e1cib/list/Справочник.ВидыНоменклатуры

How to keep the catalog structure

1. Open the catalog and click Create group.

2. Fill the Description field.

3. Select a parent catalog item.

How to create an item kind

1. Open the catalog, select a group, and click Create.

2. Click Main and select Item type.

Item type

The following item types are available in the application:

■ Goods. This item type includes all tangible assets purchased, produced, or sold by the enterprise and recorded at warehouses. You can control warehouse stock, keep records of cost, fulfill demands, and so on.

■ Package. This item type is used to account for reusable packaging that can be returned to a goods vendor or transferred to a customer who buys goods in this packaging according to return terms.

■ Work. This type includes works and services that can be purchased from vendors and sold to customers. Purchased works under this item type are accounted for by quantity and cost. When you sell works performed by third-party vendors to customers, the purchase cost is considered as the cost of works sold. Works are accounted for the same way as goods, but they are not stored at a warehouse. They are registered with the business unit that performed or purchased them.

■ Service. This item type that can be produced, purchased, and sold. Unlike works, there is no cost accounting for services. When purchased, services are immediately written off to expenses. When you sell services, the cost of their provision is not calculated.

■ Set. Sets are not stored at the warehouse but assembled dynamically.

3. Specify the Description and Details.

How to set up attribute filling check for item kinds

1. Open the catalog and open the previously created record.

2. Click Visibility, data input, and duplicate control and select the following check boxes for each attribute and additional attribute:

• Display when created
• Visibility
• Availability
• Data input check
• Uniqueness control

How to set up default units of measure for item kinds

1. Open the catalog and open a previously created record with the Goods item type.

2. Click Default values and fill the Units of measure and storage conditions fields with default values, if applicable.

Set Allowable deviation of automatic rounding

Here you can set a deviation limit when recalculating goods quantity in measuring units of measure (kg, m, and other) and in pieces.

The default value is 3%.

Allowable deviation of automatic rounding is not applied to conversion from one metric unit to another.

Paths

Path	Master data and settings → Master data and sections → Items
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.ProductSettings
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.НастройкиНоменклатуры

What you can do after activation

The system rounds the quantity of piece goods in documents as follows:

• If the item quantity is measured in pieces and the percentage of deviation from the nearest integer value is not greater than the allowable deviation, the deviation is considered insignificant. In this case, the quantity is rounded automatically, and the document is posted without warning.
• If the percentage of deviation from the nearest integer value is greater than the allowable value, the deviation is considered significant, and the document is not posted. 

NoteExample.The allowable (standard) deviation is 1%. We sell cement, which is recorded in bags of 25 kg. The cement is shipped in weight units of measure. You specify 1010 kg of cement in a sales document.The system checks that the deviation is within 1%, so it rounds up and writes off 40 bags from the warehouse. 1010 kg specified in the sales document are not changed.

Set Allowable deviation of measured goods shipment and receipt

The actual quantity of goods you receive often does not match the quantity in purchase orders. Here you can set a limit for such deviation in goods quantity.

The maximum allowable deviation is 49%.

Paths

Path	Master data and settings → Master data and sections → Items
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.ProductSettings
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.НастройкиНоменклатуры

What you can do after activation

The system automatically checks whether the deviations correspond to the specified limits only for measured goods whose storage unit has the Weight, Volume, Length, or Area measurable value type.

You can specify the quantity of measured materials with deviations from the initial demand in the following documents:

• Goods receipt — Subcontracting services delivered
• Goods issue — Subcontracting services delivered
• Goods issue — Subcontracting services received
• Goods receipt — External subcontracting
• Transfer of materials to production
• Transfer of products from production

You can post documents whose quantity of goods recorded in measuring units exceeds the ordered quantity within the specified limit.

If the quantity exceeds the specified limit, the system will offer you to register an invoice document for a quantity exceeding the purchase order document, but within the allowable deviation.

For purchase order lines canceled within the deviations, the system sets a predefined cancellation reason: "Variance on measured goods receiving".

Activate Use automatic closing of lines with orders for measured goods

Here you can enable automatic adjustment of order lines if there are deviations of shipment and receipt of measured goods.

Paths

Path	Master data and settings → Master data and sections → Items
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.ProductSettings
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.НастройкиНоменклатуры

What you can do after activation

The function starts the Adjustment of lines with orders for measured goods scheduled job automatically. You can also adjust the lines manually in the Order closure wizard workplace.

The system automatically:

• Allocates the quantity of goods to order payment milestones.
• Excludes variance amounts of advance payment milestones.
• Calculates the deviation amount of measured goods for each milestone.
• Corrects order lines with deviations of measured goods receipt.

If you make any changes to the order manually, the system will reset the deviation amounts.

When adjusting the lines, the automatic discount conditions are not rechecked. Discounts are recalculated based on the changed quantity.

<< Prev   Next >>