Stock Code Maintenance

This program lets you capture and maintain details of stock items that your company uses or sells.

Exploring

Things you can do in this program include:

  • Add a new stock code

  • Remove an existing stock code

  • Maintain an existing stock code

  • Assign preferences and defaults to a stock code

  • View and maintain notes against a stock code

This program is accessed from the Program List of the SYSPRO menu:

  • Program List > Inventory > Setup

Starting

You restrict operator access to activities within a program using the Operator Maintenance program.

Controls whether an operator can add (or copy) a stock code using the Stock Code Maintenance or Browse on Stock Codes programs.

Controls whether an operator can change stock code details (including notes) within the Stock Code Maintenance program.

Controls whether an operator can delete a stock code using the following programs:

  • Browse on Stock Codes
  • Stock Code Maintenance

Controls whether an operator can change the hold status of a stock item within the Stock Code On Hold Maintenance program.

You can restrict operator access to the fields within a program (configured using the Operator Maintenance program).

Controls whether an operator can edit technical specification text against a stock item.

Controls whether an operator can edit sales order text against a stock item.

Controls whether an operator can edit purchase order text against a stock item.

Controls whether an operator can edit job narration text against a stock item.

Controls whether an operator can edit inspection text against a stock item.

Controls whether an operator can edit dangerous goods text against a stock item.

Controls whether an operator can access the cost fields in the following programs:

  • Stock Code Maintenance
  • Warehouse Maintenance for Stock Code

It also controls whether an operator can view costs in the Browse on Stock Codes program.

Be careful that you do not deny an operator access to the viewing of Costs in stock code maintenance, while allowing the same operator the facility to maintain stock codes.

In this scenario, the operator will still be able to view and change details of BOM Costs held against the item.

You can restrict access to the eSignature transactions within a program at operator, group, role or company level (configured using the Electronic Signature Configuration Setup program).

Electronic Signatures provide security access, transaction logging and event triggering that gives you greater control over your system changes.

Controls access to the addition of stock codes in the following programs:

  • Browse on Stock Codes

  • Configurator Wizard

  • Stock Code Copy

  • Stock Code Maintenance

  • Quotations

  • Estimates

  • Quotation Copy to Estimates

  • Quotation Stock Part Creation

Controls access to the maintenance of stock codes in the following programs:

  • Browse on Stock Codes

  • Stock Code On Hold Maintenance

  • Stock Code Maintenance

  • Quotations

  • Estimates

  • Quotation Copy to Estimates

  • Quotation Stock Part Creation

Controls access to the deletion of stock codes in the following programs:

  • Browse on Stock Codes

  • Stock Code Delete

  • Stock Code Maintenance

  • Quotations

  • Estimates

  • Quotation Copy to Estimates

  • Quotation Stock Part Creation

You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).

The following configuration options in SYSPRO may affect processing within this program or feature, including whether certain fields and options are accessible.

The Setup Options program lets you configure how SYSPRO behaves across all modules. These settings can affect processing within this program.

Setup Options > Configuration > Distribution > Inventory

  • Multiple bins
  • Hold inventory cost in unit of measure
  • Apply warehouse BOM costs
  • Stock on hand allowed to go negative

Setup Options > Configuration > Distribution > Sales Orders

  • Pricing method
  • Price group level
  • Returnable item
  • Warehouse
  • Commission calculation

Setup Options > Configuration > Manufacturing > Bill of Materials

  • Activity based costing required

  • Engineering change control

  • Stock control level

Setup Options > Configuration > Manufacturing > Work in Progress

  • Use manufacturing unit of measure
  • Work in Progress inspection required
  • Component to parent lot tracking

Setup Options > Preferences > Distribution > Inventory

  • Amendment journals required
  • Round WIP allocations

  • Allow blank list price codes

  • Validate product class
  • Record movements for bin transfers
  • New stock code in non-stocked table
  • Percentage breaks for ABC analysis
  • A/B percentage break
  • B/C percentage break
  • Maximum number of decimals

  • Default warehouse to show quantities

Setup Options > Preferences > Distribution > Purchase Orders

  • Use alternate unit of measure

Setup Options > Preferences > Distribution > Sales Orders

  • Capture serial numbers for orders
  • Default commission code
  • Request uom for order quantity
  • Theoretical uom conversion

Setup Options > Preferences > Manufacturing > Bill of Materials

  • Subcontract operation and material costs
  • Engineering change control
  • Default ECC user

Setup Options > Preferences > Manufacturing > Work in Progress

  • Floor stock warehouse
  • Cleared variance

  • Automatically cleared variance

  • Auto clear WIP variance value

  • Auto clear WIP variance percentage

  • Auto apply variance for all cost methods

Setup Options > Tax > Company Tax Options

  • Tax system
  • EC VAT system required

Setup Options > Keys > Distribution - Inventory

  • Key type
  • Suppress leading zeros
  • Presentation length
  • Numbering method
  • Next stock code

Setup Options > Keys > Manufacturing

  • ECC releases
  • ECC revisions
  • Key type
  • Jobs
  • Job classifications

Setup Options > Company > Options

  • Edit quantities using decimals

Setup Options > General Ledger Integration > General Ledger Codes

  • Inventory integration methods
  • Integration level

Setup Options > General Ledger Integration > Work in Progress Ledger Codes

  • General ledger control accounts

  • Work in progress

Setup Options > System Setup > General

  • Multi-language for document printing

  • You cannot change the Kit type (located in the Sales Details pane) when there are open orders for the stock item (i.e. when there are quantities of that stock item allocated to sales orders).

    This is because you can't put a back order quantity to ship for the stock item on an open order, even though negative stock is not allowed. This means that your Stock on hand allowed to go negative setup option is configured as No.

  • Each unit of measure unit and unit of measure factor combination must be unique.

    For example:

    If the Stocking unit of measure is defined as EA, then the Other uom unit can only be defined as EA if the Other uom factor is also 1.

    Similarly, if the Alternate uom unit is defined as BOX with an Alternate uom factor of 10, then Manufacturing uom unit cannot be defined as BOX with a Manufacturing uom factor of 50 for example.

You can delete a stock code based on the following criteria (represented by setup options) if you have enabled the Set up stock code deletion options setup option:

  • Used in a configuration: This lets you delete a stock code that has been used in a product configuration (the Product Configurator module must be installed).

  • Customer/stock code cross reference: This lets you delete a stock code against which a customer or stock code cross reference exists (the Accounts Receivable module must be installed and the customer or stock code interchange system must be enabled).

  • Supplier/stock code cross reference: This lets you delete a stock code against which a supplier or stock code cross reference exists (the Accounts Payable module must be installed and the supplier or stock code interchange system must be enabled).

  • ECC drawing register: This lets you delete a stock code against which a valid drawing number exists (the Engineering Change Control module must be installed).

  • Part of a bill of landed cost tracking: This lets you delete a stock code against which a bill of landed costs exists.

  • Temporary stock code with details: This lets you delete temporary stock codes that are associated with sales and/or purchase orders, providing that there are no quantities outstanding.

  • On partial or full hold: This lets you delete a stock code that is on hold.

If you configured the options against which a stock code may be deleted, then some of the these checks can be bypassed and the codes deleted.

Regardless of stock code deletion options being defined, you cannot delete a stock code under the following conditions:

  • Operations are held against the stock item.
  • The stock item is a parent or component part in a bill of materials structure.
  • There are outstanding jobs, purchase orders or sales orders for the stock item.
  • There is on-hand quantity of the stock item in any warehouse.
  • Movements exist for the item in the current or two prior periods.
  • Warehouse records exist for the item.
  • The stock item is a notional part to which a structure/routing or co-product is attached (BOM Co-Product Maintenance).
  • A stock take is in progress affecting any warehouse to which the stock item has been assigned.
  • The stock item is attached to a customer/stock code cross reference.
  • The stock item is attached to a supplier/stock code cross reference.

  • The stock item is defined as Traceable. This is defined against the Lot traceability option, under the Lot traceability control group, in the Tracking pane.

    Business rules dictate that traceable items must remain in the system indefinitely. If lots exist against a Traceable item, it can never be deleted, regardless of whether these lots are archived.

    To prevent transactions from being processed against an item, you can place the item on Full hold. You can place a stock item on hold using the On Hold Status function.

  • If you select to delete a stock code which has one or more of the above mentioned restrictions, then the Inventory Stock Code Delete screen is displayed with a list of applicable error messages.

    • If you delete a stock item, then all movement records associated with the item are removed.

    • Changing any of the stock code's units of measure (or factors associated with a uom) after the stock code has been used in any transactions, can lead to unpredictable results in the system.

    • You cannot maintain an ECC-controlled item if it has been placed on hold in the ECC Change Orders program (Program List > Bill of Materials > Engineering Change Control > Transaction Processing). In other words, this means that the Hold stock maintenance check box is ticked in the Affected Items listview.

      The message: 'Stock code xxxx held by engineering change control' is displayed, where xxxx is the actual code.

    • A stock code with a Part category of C - Co-product can only be changed to a part category of M - Made in when it is not attached to a N - Notional part, and no active jobs exist for the attached N - Notional part.

      If you detach the C - Co-product from the N - Notional part, but the N - Notional part still has active jobs, then you cannot change the part category for the C - Co-product until all these jobs are complete.

    • If you want to generate a report of stock items that have been added, updated or deleted, you need to enable the Amendment journals required setup option (Setup Options > Preferences > Distribution > Inventory).

      You can view these changes using the Inventory Amendment Journal report (Program List > Inventory > Reports).

    Solving

    Preferences can be applied to the current stock code that you are adding, or can be saved to file for future use and applied to all new stock codes added to the system.

    1. Select Preferences from the Options menu to indicate additional information you want to take on at the time of adding a stock code to the file.
    2. Save your changes.

    You would typically follow this procedure to assign entries to fields that you want to use by default whenever you capture a stock item.

    1. Select Maintain Global Defaults from the Defaults menu.
    2. Assign default entries to the required fields.
    3. Select Warehouse Defaults from the Defaults menu to assign global warehouse default entries against the stock code.
    4. Save your changes.

    You would typically use this procedure to assign entries to fields according to the product class to which the stock item belongs. When capturing a stock item that belongs to a specific product class, you can then elect to use the default entries that you assigned to the product class.

    1. Select Maintain Product Class Defaults from the Defaults menu.
    2. Enter the product class for which you want to maintain details and then assign default entries to the required stock fields.
    3. Select Warehouse Defaults from the Defaults menu to assign warehouse default entries for the product class and then save your changes.

    You would typically follow this procedure to create a new stock code by copying the details of an existing stock code.

    1. Browse for the code associated with the stock code that you would like to copy, using the Stock code field from the toolbar.

    2. Enter a unique code in this field associated with the stock code you want to create.

      You need to type over the stock code currently displayed. You will notice that the fields remain populated with the stock code details.

    3. Tab off the field, and select Yes to add the new item using the values from the previous item.
    4. Make changes as required, and select Save when you are finished.

    Before placing a stock code on hold, you need to ensure that you have access to the Inv Stock code on hold activity, as this controls whether an operator can change the hold status of a stock item within this program.

    Placing a stock code on hold enables you to limit what transactions can be processed against it (i.e. prevent it from being bought, sold, or manufactured).

    You would typically follow this procedure to place a stock code on hold:

    1. Browse for the stock code that you would like to place on hold using the Stock code field from the toolbar.
    2. Highlight the stock code you want to place on hold in the Stock Codes listview, and then select On Hold Status from the Edit menu.
    3. Select the type of hold you want to place on the stock item.
    4. Save your changes.
    1. Browse for the stock code for which you want to assign a warehouse to, using the Stock code field in the toolbar.
    2. Browse for the required warehouse in the Warehouse to use field in the Stock Code Details form.
    3. Save your changes.

    You would typically add a supplementary unit when a more appropriate measure of particular goods, such as the number of pieces, liters or cubic meters, than the net mass is required. You would also add a supplementary unit when a greater degree of comparison and analysis is needed.

    When adding a sales order line for a stock item that requires Supplementary units, the Supplementary code is passed to the order line from the stock code.

    The following steps detail the procedure to add a supplementary unit for a stock code:

    1. Browse for the relevant stock code using the Stock code field from the toolbar.
    2. Enable the Supplementary units option found on the Replenishment tab. This enables the Supplementary code field.
    3. Browse for the relevant Supplementary code.
    4. Save your changes.

    You would typically use this procedure before setting a previously non-traceable item to be traceable.

    1. Identify the existing quantity on hand for the item.
    2. Process a negative receipt (or a negative adjustment) to reduce the quantity on hand to zero using the Inventory Movements program (Program List > Inventory > Transaction Processing).
    3. Select the Traceable option at the Lot traceability field on the Tracking pane to activate lot traceability for the item.

    4. Recapture the required quantity for the item with the relevant lot numbers (i.e. process a positive receipt or positive adjustment for the item).

      To maintain the integrity of your interface to the General Ledger, ensure that if you processed a negative receipt to reduce the quantity on hand to zero, that you now process a positive receipt to recapture this quantity.

      Similarly, if you processed a negative adjustment to reduce the quantity on hand to zero, then you must now process a positive adjustment to recapture this quantity.

    1. Browse for the relevant stock code, using the Stock code field in the toolbar

    2. Select the relevant Batching rule from the Replenishment details group in the Replenishment pane.

      Select one of the following:

      • D - Order to maximum if shortage
      • E - Order to max if less than min
      • Q - Apply warehouse order policy

      You need to select one of these batching rules to ensure correct Requirements Planning calculations.

    3. Save your changes.

    4. If the batching rule against the stock code is Q - Apply warehouse order policy, browse at the Stock code field and select Warehouses from the context-sensitive menu.

    5. Select the warehouse and then select Change from the toolbar.

    6. Select the order policy settings for the stock code and warehouse from the Order policy details group.

      Select one of the following:

      • I - Cover shortages if less than min
      • M - Order to max if less than min
      • S - Order to max if shortage
    7. Save your changes.

    Using

    • Columns in a listview are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the listview). Select and drag the required column to a position in the listview header.

    • Fields on a pane are sometimes removed by default. You can reinstate them using the Field Selector option from the context-sensitive menu (displayed by right-clicking any field in the pane). Select and drag the required fields onto the pane.

      The captions for fields are also sometimes hidden. You can select the Show Captions option from the context-sensitive menu to see a list of them. Click on the relevant caption to reinstate it to the form.

      If the Show Captions option is grayed out, it means no captions are hidden for that form.

    • Press Ctrl+F1 within a listview or form to view a complete list of functions available.

    Referencing

    This function lets you capture details for a new item.

    This function lets you delete the current item.

    This function lets you save new and changed details for the item.

    This lets you indicate or select the unique code associated with the stock item you would like to add or maintain. You can maintain an existing stock item by browsing for its associated code using the Browse on Stock Codes program.

    For example:

    The stock code for Bicycle Pump may be referred to as A200.

    A stock code that already exists can only be created as a non-stocked code in the Non-stocked Codes program (Program List > Quotations > Setup), in the Quotations module, if the New stock code in non-stocked table setup option is enabled.

    After entering a new stock code number whilst maintaining another stock code, you are prompted with a message to either retain the existing values entered in the program or to restore these values to their default.

    If you select to retain existing values, all field entries and selections are copied over. If you resort to this selection, ensure that you change any values if required.

    There are some things that you need to take into consideration regarding this field:

    • The Key type setup option can be configured as follows:

      Alphanumeric: allows for both alphabetic and numeric characters. The code is left-aligned with trailing blanks. The size of the entry field is 30 characters.

      Numeric: allows for the entry of numeric characters. The code is right-aligned with preceding zeros (e.g. 000000000000001) unless the Suppress leading zeros setup option is ticked. The size of the entry field is 15 characters.

    • The length of this field is determined by the Presentation length setup option.

    • You can only assign a unique code to identify a new stock code if the Numbering method setup option is defined as Manual.

      If this setup option is defined as Automatic, the system automatically allocates a code to the stock item according to the entry in the Next stock code setup option. This only applies if the Key type is defined as Numeric. However, with this configuration, you are still able to use the browse icon to select an existing stock code to maintain.

      If this setup option is defined as Scripted, then the next stock item code is automatically displayed here based on the user-defined script you built using the VBScript Editor.

      You should not change any configurations defined for this code once you have added stock codes.

      Changing configurations for this code may compromise access to your data.

      For example:

      If you capture stock codes using an alpha key and then change the key to be numeric, you will be unable to access any stock codes that were captured with the alpha key (unless the alpha key captured was purely numeric without alphabetic numbers).

      If you change your key from numeric to alphanumeric, then you can only access any previously-entered numeric codes by entering the code with leading zeros regardless of whether the Suppress leading zeros setup option is ticked.

    • The number of characters you can enter in this field depends on the value you defined against the Presentation length setup option for Stock codes.

    When maintaining product class defaults, this field is used to enter the product class for which you want to maintain the default entries. When adding a stock item that belongs to a specific product class, you can elect to use the default entries that you assigned to the product class.

    This field is only enabled if the Maintain Product Class Details option is selected from the Defaults menu.

    This lets you view and maintain various text notations against the stock item. A tick alongside a note (from the drop-down) indicates that text is assigned to the item.

    You can select the language in which you want to view and maintain notes for a stock item. This is provided that the Multi-language for document printing setup option is enabled. This setup option lets you save and print descriptions and notes against key fields in SYSPRO for up to 80 languages.

    The Global drop-down option refers to any default narrations that have been saved in your database with spaces against the language field. Global narrations are printed when you print documents that refer to this stock code, but where the Print If you print documents that refer to this stock code and you don't select the Print translated text option, the Global narrations will print as a default.

    When you enable this option, any existing stock code narrations (narrations saved in your database with spaces against the language field) are then labeled as Global Notes.

    When printing documents, if you do not select the option to Print Foreign Text, the global narrations will print as a default.

    This function launches the Notepad program to add and modify text that can be printed on GRN, inspection and factory documentation.

    This function launches the Notepad program to add and modify text that can be retrieved and printed on sales order documents.

    This function launches the Notepad program to add and modify text that can be retrieved and printed on purchase order documents.

    This function launches the Notepad program to add and modify text that can be printed on factory documentation and viewed using the WIP Query program.

    This function launches the Notepad program to add and modify text that can be printed on the GRN, inspection and factory documentation.

    This function launches the Notepad program to add and modify text that can be retrieved into sales or purchase orders printed on order documents.

    You can configure the system to notify you during processing within the Sales Order Entry program (Program List > Sales Orders > Sales Order Processing) when dangerous goods text is held against a stock item.

    This function does not apply to:

    • Credit notes
    • Debit notes
    • Quick entry orders
    • Components generated from kit sales
    • Items generated using the Product Configurator

    This launches the Inventory Stock Code Notes Selection program. This program lets you indicate the stock code text notations to print on the Inventory Notations report (Program List > Inventory > Reports). These notations are held against the stock code.

    This lets you copy an existing stock item.

    This function enables you to edit the details relating to the stock code that have been copied over to the new stock code.

    This launches the Stock Code On Hold Maintenance program. This program lets you maintain the on hold status for the stock item.

    This option is only applicable when you are maintaining existing stock codes.

    This lets you assign preferences that you want to apply to all new stock codes added to the system. For each preference selected, the appropriate program is loaded when you save the details for the new stock item. You then have the option of entering the details at that point, or later if required.

    If you do not select a preference, you can still use the appropriate program to enter the required details later.

    This lets you save your preference(s).

    This indicates that you would like to define warehouse details for the new stock item.

    This loads the Inventory Warehouses for Stock Codes program when saving details for the new stock item (Program List > Inventory > Browses > Browse on Stock Codes > Edit > Warehouses).

    This indicates that you would like to define coded prices and quantity discount breaks for the new stock item.

    This loads the Browse on Stock Code Pricing program when saving details for the new stock item.

    This indicates that you would like to assign foreign prices for the new stock item.

    This loads the Inventory Foreign Purchase Prices program when saving details for the new stock item (Program List > Inventory > Setup > Pricing).

    This indicates that you would like to capture details of quantities sold for the stock item over the last 12 months, as well as additional sales history information.

    This loads the Inventory Initial Sales Quantity History program when saving details for the new stock item (Program List > Inventory > Setup).

    This indicates that you would like to to take on the stock item's year end quantity on for the last five years.

    This loads the Inventory Initial Aged Valuation program when saving details for the new stock item (Program List > Inventory > Setup).

    This option allows you to use the default entries defined against the product class when adding a stock item. If you do not select this option then the entries defined using the Maintain Global Defaults option are used when adding a stock item.

    By selecting this option, the Use Product Class Defaults window is launched.

    This lets you select the current product class default highlighted in the listview.

    This deletes the data record currently displayed.

    This option lets you export the contents of the listview to Microsoft Excel.

    This option clears the text in the search text box.

    This indicates the code associated with the product class defined as a default.

    This indicates the name associated with the Product class code.

    For example:

    The name associated with product class code BA is Bicycle Accessories.

    This indicates the extended name or detailed description associated with the product class selected.

    This option allows you to select a different default product class to use when adding stock items.

    By selecting this option, the Use Product Class Defaults window is launched.

    This option is only enabled when the Use Product Class Defaults option is selected.

    This assigns default entries to fields according to the product class to which the stock item belongs.

    When capturing a stock item that belongs to a specific product class, you can then elect to use the default entries which you assigned to the product class.

    By selecting this option, the Product class entry field becomes available on the toolbar. You can either create a new product class or browse for an existing product class.

    This option is only enabled if the Use Product Class Defaults option is deselected.

    This assigns entries to fields that you want to use by default whenever you capture a stock item.

    This option lets you define the default entries required for warehouses to which you are adding the stock item.

    This launches the Inventory Warehouses for Stock Codes program (Program List > Inventory > Browses > Browse on Stock Codes > Edit > Warehouses).

    This option is only enabled if you selected the Maintain Global Defaults option.

    This indicates the code associated with the stock item you are currently adding or maintaining.

    This field is populated with the entry made in the Stock code entry field in the toolbar.

    This is a 30-character alphanumeric field.

    This field cannot be changed and therefore is disabled.

    This indicates the automated code associated with the stock item you are currently adding or maintaining, based on the user-defined script built using the VBScript Editor.

    The VBScript Editor allows you to build a unique stock code for each new stock item added. The scripted stock code can be constructed using values from other entered fields to update the StockCodeDetails.CodeObject.StockCodescripted field.

    This field is only available when the Numbering method setup option for Stock codes is set to Scripted.

    This indicates the name or description of the stock code. This assists you in verifying that the correct Stock code has been entered.

    For example:

    The name or description associated with Stock code A201 may be specified as Bicycle Chain & Lock.

    This is an additional description assigned to a stock code which is viewable from within the Inventory Query program (Program List > Inventory).

    This can be printed on reports as well as inventory documents.

    For example:

    The additional description associated with Stock code A201 may be specified as Distrib./Alternate Supplier.

    This indicates the warehouse that must be used to extract the quantities of stock required by the Bill of Materials module when performing functions such as a cost implosion and creating material allocations.

    It is also the default warehouse used for the parent when adding a job and is used to calculated the new landed cost of an item.

    The Purchase Orders module does not use this as the default warehouse when adding a purchase order.

    By configuring the Default warehouse to show quantities setup option as Warehouse to use, this warehouse becomes the default warehouse for displaying quantities when browsing on stock items.

    If you are using the full Goods in Transit transfers facility, then the warehouse to use defaults to the top level warehouse for the item.

    You cannot specify a warehouse to use if it is supplied by another warehouse.

    This indicates the description held against the warehouse to use you selected.

    This field is for documentary purposes and can be printed on reports and factory documentation.

    The Drawing Register is not updated when this drawing number is changed.

    This field is only enabled if the Engineering Change Control module is installed.

    This indicates that the item is purchased from an external supplier.

    You can use the Structures and Routings program (Program List > Bill of Materials > Setup) to define a structure and routing against a bought-out item and then create a job for the item.

    This feature is available in case you need to make the item internally from time to time. However, while you can create a job for a bought-out item, it is not treated as a M - Made in item anywhere else in the system (such as Cost Implosion, Requirements Planning, Advanced Trial Kitting, etc).

    The decision on how to define an item which is both bought-out and M - Made in depends on how you want the costing and Requirements Planning for the item to work. An alternative is to create two stock codes for the item and define one as M - Made in and the other as bought-out.

    Landed Cost Tracking items must be defined as bought-out.

    This indicates that the item is manufactured internally.

    This indicates that the item is a M - Made in part that has been assigned at least one subcontract operation.

    In SYSPRO, a subcontract item is treated the same as a M - Made in part.

    This indicates that the item is a parent part in a bill of material, but is typically not booked into stock for issuing purposes.

    It can be used as a grouping mechanism to reflect the way in which a product is built, as well as to facilitate the use of common bill of materials for engineering and manufacturing.

    It is used for sub assemblies that are typically non-stocked, and permits MRP logic to drive requirements straight through the phantom item to its components. However, the MRP system usually retains its ability to net against any occasional inventories of the item (e.g. if you add an allocation to a phantom manually and then run a Requirements Calculation, existing stock of the phantom will be netted off and a job suggested for the net requirement).

    This indicates that the item is an artificial part used to assist in forecasting. It cannot be stocked, sold, or bought out and is used to allow the forecasting of a family of products as an entity.

    This lets you generate gross requirements into the MPS or MRP independently for each member of the family.

    This indicates that the stock code represents a single item made up from a group of items, which together comprise one manufactured inventory item.

    For a K - Kit part category item, you can only select the Kit type and Sub type options at the Kit type field of the Sales Details pane.

    A Kit type part category in a sales or purchasing environment implies that you are actually shipping (or receiving) the components for the kit and not the parent part itself (i.e. you never physically stock the parent kit part; only the components).

    You cannot manufacture a Kit part category item.

    This indicates that the stock item is a product which is manufactured together with another item or items.

    The manufacturing process of the item can take place together or sequentially. Products are usually manufactured together because of product and/or process similarities.

    A co-product can be manufactured by itself as any other made-in item, or it can be attached to a notional part in a Bill of Materials Structure and Routing. Only items defined as co-products can be attached to notional parts.

    Co-products are planned for in requirements planning.

    A co-product cannot be defined as ECC-controlled or requiring activity based costing.

    When manufacturing co-products, you won't be able to link a sales order directly to a job or link a sub-job with multiple outputs to a master job.

    This indicates that the stock item is an incidental or residual item produced as part of the manufacturing process of the parent item.

    A by-product may be recycled, sold as is, or used for other purposes.

    You use the Structures and Routings program to add a by-product to a bill of materials as a negative material allocation.

    By-products are regarded as recoverable scrap in SYSPRO and are used for reporting purposes only.

    By products are not planned for in requirements planning. When you define an item as a by-product, the batching rule is set to P - Suppress MRP ordering and cannot be changed.

    You include the cost of a by-product in the parent's bill of materials by running the Cost Implosion program.

    This indicates that the stock code exists in name only. It is not recognized as physical stock and cannot be bought or sold or associated with any inventory movement.

    It is used as a link between the Bill of Materials structure and routing information and the physical co-products being manufactured (i.e. it is an imaginary part that attaches a bill of materials structure and routing to multiple end-items (co-products). It can only be defined as a parent part in a Bill of Materials and not as a component).

    • This option is only available if the Bill of Materials module is installed.
    • You can only define a stock item as a notional part at the time of adding the item (i.e. you cannot change an existing item to be a notional part).
    • A notional part can't be a sub-job and can't be defined as ECC-controlled, an MPS item, or requiring activity based costing.

    This indicates the code associated with the category to which the item is assigned.

    You must select a valid product class code if the Validate product class setup option is enabled. When you enter a valid product class, the Product class description for the product class is displayed.

    If you didn't select to validate product classes then (although a product class must be assigned to an item) your entry is validated only at the time of generating a sales order.

    You cannot access this field if you selected a product class default from the Use Product Class Defaults option, accessible from the Defaults menu bar.

    To change the default product class, select the Change Product Class option from the Defaults menu bar.

    This indicates the product class name or the description associated with the Product class code you selected. This assists you in verifying that the Product class code that you selected, is correct.

    This indicates the unit of measure in which the stock item is held on file. A stocking unit of measure entry must be assigned to a stock item.

    If you enabled the Theoretical uom conversion setup option then you need to enter the theoretical unit of measure here.

    You sell boxes of fruit that you stock in kilograms, but sell by the box. Theoretically, there should be 10 kilograms of fruit in a box. However, only at the time of actually selling (shipping) the fruit do you know exactly how many kilograms you have sold.

    An example of an absolute unit of measure is if you sell items by the dozen (i.e. there are always 12 items in a dozen).

    This indicates the weight of a single unit of the stock item in the stocking unit of measure. It is used for reporting purposes (Inventory and Sales Analysis) and can be printed on inventory and sales documents.

    If you enabled the EC VAT system required setup option then the mass per stocking unit is required for the EC Sales Reports - Supplementary report (Program List > Sales Analysis > Reports).

    When creating a parent item from the Product Configurator ,using the Configurator Wizard program (Program List > Product Configurator), the mass of the item is the sum of the masses of the components used to create the parent item.

    This indicates the volume of a single unit of the stock item in the stocking unit of measure. It is used for reporting and query purposes. In addition, the stock unit volume, the order line volume and total volume can be printed on delivery notes and invoices.

    When creating a parent item from the Product Configurator , using the Configurator Wizard program (Program List > Product Configurator), the volume of the item is the sum of the volumes of the components used to create the parent item.

    This indicates the value that must be used to convert volume measurements to weight measurements.

    This information is used if the stock item is required in a batch bill of materials.

    For example:

    The value specified here can be used to convert between kilograms and liters, or vice versa.

    The value of this field is limited to a maximum of two digits and six fractional parts.

    To store inventory costs in a unit of measure other than the stocking unit of measure, you need to enable the Hold inventory cost in unit of measure setup option.

  • You cannot add a stock code with the same Alternate uom unit, Other uom unit and Manufacturing uom unit whilst their conversion factors differ.

    For example:

    You cannot add a stock code with a Alternate uom unit and Other uom unit of EA, whilst the Alternate uom factor is 10 and the conversion factor for the Other uom factor is 1.

    • This indicates the description for the alternative unit of measure for the sale or purchase quantity of an item and the pricing.

    This factor lets you convert the alternate unit of measure into the stocking unit of measure.

    When you change a conversion factor, any outstanding sales or purchase orders processed using the alternate unit of measure are not changed. These orders are still recorded at the factor applicable at the time the order was created. Outstanding sales and purchase orders must therefore be manually changed as required.

    The field is used by the Sales Orders module if you enabled the Request uom for order quantity setup option.

    It is also used by the Purchase Orders module if you enabled the Use alternate unit of measure setup option.

    If your item is stocked as EACH and sold or ordered in DOZENS, then you would set up the alternate unit of measure table conversion as follows:

    • Stocking unit of measure: EA
    • Alternate unit of measure: DOZ
    • Conversion factor: 12
    • Conversion method: Multiply

    This is the equivalent of saying: one dozen is equal to 12 each.

    If you enabled the Theoretical uom conversion setup option then you enter the absolute unit of measure in this field.

    You sell boxes of fruit that you stock in kilograms, but sell by the box. The box is the absolute unit of measure. If there are theoretically 10 kilograms in one box, then kilograms is the theoretical unit of measure.

    This indicates whether the stocking unit of measure must be multiplied or divided to give the alternate unit of measure.

    This displays the result of converting from the stocking unit of measure to the alternate unit of measure or vice versa. Use the Test option to preview the results.

    This indicates the description for the other unit of measure for the sales ordering quantity of an item and the pricing.

    A conversion factor enables you to convert the other unit of measure into the stocking unit of measure.

    When you change a conversion factor, any outstanding sales orders processed using the other unit of measure are not changed. These orders are still recorded at the factor applicable at the time the order was created. Outstanding sales orders must therefore be manually changed as required.

    The field is used by the Sales Orders module if you enabled the Request uom for order quantity setup option.

    If your item is stocked as EACH and sold in DOZENS or BOXES (5 per box) then you would set up the other unit of measure table conversion as follows:

    • Stocking unit of measure: EA
    • Alternate unit of measure: DOZ
    • Conversion factor: 12
    • Conversion method: Multiply
    • Other unit of measure: BOX
    • Conversion factor: 5
    • Conversion method: Multiply

    This is the equivalent of saying: one box is equal to 5 each.

    This indicates whether the stocking unit of measure must be multiplied or divided to give the other unit of measure.

    This displays the result of converting from the stocking unit of measure to the other unit of measure or vice versa. Use the Test option to preview the results.

    This lets you define your bill of materials in a format relevant to the way in which you manufacture an item (i.e. in the unit of measure that you make the item instead of the stocking unit of measure). Transactions are always calculated in the stocking unit of measure before being converted to the manufacturing unit of measure for display and reporting purposes.

    You can only define manufacturing units of measure if you enable the Use manufacturing unit of measure setup option.

    This indicates the description for the manufacturing unit of measure.

    A conversion factor enables you to convert the manufacturing unit of measure into the stocking unit of measure.

    This indicates whether the stocking unit of measure must be multiplied or divided to give the manufacturing unit of measure.

    This displays the result of converting from the stocking unit of measure to the manufacturing unit of measure or vice versa. Use the Test option to preview the results.

    This indicates the unit of measure to be used for the inventory cost of the item. You define the cost unit of measure using the Cost Unit of Measure program (Program List > Inventory > Setup).

    The cost unit of measure can only be defined when adding a stock code and cannot be changed once the stock item has been created.

    You cannot save the details for the stock code if the cost unit of measure is not defined or does not exist.

    You can only assign a cost unit of measure to the item if you enabled the Hold inventory cost in unit of measure setup option.

    This indicates the number of decimals to which you want to store and print stock quantities.

    When converting between the different units of measure defined for the stock item, quantities are always rounded to the number of decimals defined here when the Round WIP allocations setup option is enabled.

    Stock code related quantities are displayed in listviews to the number of decimals you define here, if you have enabled the Edit quantities using decimals setup option.

    The maximum number of decimals defined here cannot exceed the entry at the Maximum number of decimals setup option.

    This lets you handle and display quantities of the stock code as units of the stocking and alternate unit of measure, rather than as units and decimal places.

    When entering this type of stock code during sales order entry, the system requests the entry of quantities in two separate fields - the primary quantity is always in the stocking unit of measure, followed by the equivalent alternate unit of measure where decimal places would previously have been entered.

    If an item is stocked in CASES with an alternate unit of measure of 12 bottles per case, then a quantity of 2.5 is presented as 2/06, or entered as two fields - one for 2 and one for 6 (i.e. no decimal places are allowed on either the stocking or alternate unit of measure).

    The same procedure applies to Stock Takes, Inventory Movements, Purchase Orders and Dispatch Notes. It is not possible to enter a job for anything other than units of the stocking quantity.

    • The alternate unit of measure must be less than the stocking unit of measure.
    • No decimal places can be used in either the stocking or the alternate units of measure.
    • Pricing of the sales order line is always in terms of the stocking unit of measure.

    This indicates additional information assigned to the stock item which can be used as a selection criterion when browsing on stock codes.

    It can also be used to change the sequence in which items are displayed when browsing on stock codes.

    You can change the wording displayed for this field to suit your own requirements.

    This indicates additional information assigned to the stock item which can be used as a selection criterion when browsing on stock codes.

    It can also be used to change the sequence in which items are displayed when browsing on stock codes.

    You can change the wording displayed for this field to suit your own requirements.

    This stores all transaction movements processed against the stock item on file.

    If you enabled the Record movements for bin transfers setup option, then details of bin transfers within the same warehouse are retained.

    A listing of stock movements can be printed using the following programs:

    • Inventory Movement (Program List > Inventory > Reports)
    • Kardex Report (Program List > Inventory > Reports)

    This enables you to define the status of the stock item.

    This indicates that the stock code is a normal stock item.

    This indicates that you require the stock item to be deleted automatically when you run the purge routine within the Inventory Period End program (Program List > Inventory), providing that the item meets all the requirements for the deletion of a stock code.

    Stock items cannot be defined as temporary items if the following fields or options, in the Tracking form, are defined as follows:

    • Serial tracking method is defined as Manual serial or Batch serial
    • Lot traceability is defined as Traceable
    • ECC-controlled is enabled

    This indicates that the stock item must be sold or cleared as a matter of urgency.

    This option can also be used by the Inventory Superseded Clearing Stock report as a criterion according to which stock items are selected for printing.

    When you select this option, the Batching rule for the stock item, defined in the Replenishment details group of the Replenishment form, is set to P -Suppress MRP ordering.

    This indicates the on hold status for the stock item.

    You can maintain the on hold status for the stock item by selecting the On Hold Status function from the Edit menu in the toolbar. The status displayed in this field is reflective of your selection against the Hold status option accessible from selecting this function.

    The On Hold Status function is only available if you are maintaining existing stock items.

    This field is informational and therefore is disabled.

    This contains an Edit hyperlink which launches the Inventory Warehouses for Stock Codes program (Program List > Inventory > Browses > Browse on Stock Codes > Edit > Warehouses) when selected.

    This lets you add, modify, delete or view details pertaining to the various warehouses defined for the stock item.

    This contains an Edit hyperlink which launches the Browse on Stock Code Pricing program if the Pricing method setup option is defined as Manual, Simple or Extended (Setup Options > Configuration > Distribution > Sales Orders).

    If the pricing engine is used, i.e. the Pricing method is defined as Price groups, then this Edit hyperlink launches the SO Stock Code Price Query by Price List program.

    This lets you add, modify, delete or view details pertaining to the various coded prices and quantity discount breaks defined for the stock item.

    This contains an Edit hyperlink which launches the Inventory Foreign Purchase Prices program (Program List > Inventory > Setup > Pricing) when selected.

    This lets you add, delete, save or view details pertaining to the foreign purchase prices defined for the stock item.

    This contains an Edit hyperlink which launches the Inventory Alternate Stock Codes program (Program List > Inventory > Setup) when selected.

    This lets you add, delete, save or view information regarding the link between stock codes whereby one item can be used as a substitute for another when a shortage of the primary stock item occurs.

    This contains an Edit hyperlink which launches the Inventory Alternate Suppliers program (Program List > Inventory > Setup) when selected.

    This lets you add, delete, save or view details pertaining to the various alternate suppliers defined for the stock item.

    The purpose of this pane is to allow you to configure information related to the supply of either purchased or manufactured items.

    This indicates whether you require to enable sourcing policies for the stock code that will determine the preferred supplier to use when satisfying material demands.

    This contains an Edit hyperlink which launches the Sourcing Policy Maintenance program when selected.

    This program allows you to add, modify, delete, save and view details pertaining to the various sourcing policies defined against the stock code.

    A sourcing policy determines who is the preferred supplier of a stock item and helps a company stay competitive by ensuring that purchasing agreements and policies are upheld when creating requisitions and purchase orders.

    This hyperlink is only enabled if you defined at least one or more sourcing policies against the stock item using the Sourcing Policy Maintenance program (Program List > Inventory > Setup).

    Additionally, sourcing policies can only be captured against an item if the Use preferred supplier option is enabled.

    This indicates the code associated with the primary supplier from whom you usually purchase this stock item.

    Suppliers are maintained using the Suppliers program (Program List > Accounts Payable > Setup).

    This information is only validated if at least one of the following modules are installed:

    • Accounts Payable
    • Purchase Orders

    This field is disabled if the Use preferred supplier option is enabled.

    This field is not mandatory.

    This indicates the name of the supplier selected.

    The information in this field cannot be changed and therefore is disabled. However, you can maintain supplier information using the Suppliers program (Program List > Accounts Payable > Setup).

    This indicates the code associated with the person responsible for purchasing the stock item.

    It is used as a selection criterion for stock codes printed on various Requirements Planning, Inventory and Purchasing reports.

    This field defaults to the buyer defined against the operator (if defined) and should only be used when adding a new stock code, not when maintaining a stock code.

    This indicates the name of the Buyer selected.

    The information in this field cannot be changed and therefore is disabled. However, you can maintain buyer information using the Buyers program (Program List > Inventory > Setup).

    This is used in the Landed Cost Tracking system to determine the duty rate applicable to an imported item.

    Tariff codes are maintained using the LCT Tariff Codes program (Program List > Purchase Orders > Landed Cost Tracking > Setup).

    It is also used in the EC VAT system and is an important data field on the EC Sales Reports - Supplementary report (Program List > Sales Analysis > Reports). This number identifies the goods that are the subject of a dispatch or arrival. This is the basis for most of the statistical information used by government departments, the European Commission, United Nations agencies and businesses themselves.

    This indicates the description for the selected Tariff code.

    The information in this field cannot be changed and therefore is disabled. However, you can maintain tariff code information using the LCT Tariff Codes program (Program List > Purchase Orders > Landed Cost Tracking > Setup).

    This indicates whether supplementary units are required for the tariff code.

    A number of tariff codes require the declaration of a supplementary unit (e.g. the number of pieces, liters or cubic meters).

    Generally, a supplementary unit is required when it is a more appropriate measure of particular goods than the net mass and allows a greater degree of comparison and analysis.

    • When adding a sales order line for a stock item requiring supplementary units, the supplementary unit code is passed to the order line from the stock code. A factor can then be added for calculating the supplementary unit quantity.

    • When invoicing, the supplementary unit information is saved and made available for printing on the following reports:

      1. EC Sales Reports - Aggregate (Program List > Sales Analysis > Reports)
      2. EC Sales Reports - Supplementary (Program List > Sales Analysis > Reports)
    • When receipting a purchase order, the supplementary unit information is requested, saved and made available for printing on the EC Declaration of Arrivals report (Program List > Purchase Orders > Reports).

    This indicates the factor used by the system to convert the order quantity on the sales or purchase order line to calculate the supplementary units, and defaults to 1.

    This indicates the method used to calculate the supplementary units and defaults to Multiply.

    This multiplies the quantity on the sales or purchase order line with the supplementary units factor.

    This divides the quantity on the sales or purchase order line by the supplementary units factor.

    This indicates the supplementary unit code assigned to the stock item.

    The field can be blank, however the entry must be valid if entered.

    This field is only enabled if the Supplementary units option is enabled.

    This indicates the description defined against the Supplementary code selected.

    This indicates whether the stock item is required in the Landed Cost Tracking system.

    This option is usually selected only when this item is imported and you are using the Landed Cost Tracking module.

    In Landed Cost Tracking, when this option is selected, you can then create a Bill of Landed Costs (Program List > Purchase Orders > Landed Cost Tracking > Transaction Processing) for the item which lists all the non-merchandise related costs that must be added to merchandise cost of the item.

    This option can only be selected against bought-out items. In other words, these are items with the Part category option defined as B - Bought out. This option is located in the Stock Code Details pane.

    This indicates the number of days in which to either buy out or manufacture the stock item.

    • For bought out items, with the Part category option defined as B - Bought out in the Stock Code Details pane, you would enter the number of days it takes the supplier to deliver the item from the date the order is placed. The lead time for these items must be manually buffered for non-working days.

      For example:

      If your supplier takes 3 days from the date of order to deliver the item to you, this represents 3 working days. You will therefore need to buffer the lead time to cater for weekends.

    • For made-in items, with the Part category option defined as M - Made in in the Stock Code Details pane, you would use the Lead Time Calculation program (Program List > Bill of Materials > BOM Processes) to calculate and update the lead time.

      The Lead Time Calculation program calculates a ratio of working to non-working days and applies this when calculating the lead time for an item. You do not need to buffer the lead time for made-in items if you are using the Lead Time Calculation program to update this field.

    The lead time is used in the calculation performed by the Inventory Minimum Quantity Calculation program (Program List > Inventory > Transaction Processing) to establish the minimum quantity required for each stock code and warehouse. It is also used in the Requirements Planning and Bill of Materials modules.

    This indicates the relevant expense type for the stock code. The product type supplied can be classified as either Goods or Service.

    This only applies if you have enabled the Withholding tax required setup option.

    This indicates the number of days that a bought-out or made-in stock item must be in stock prior to usage. In other words, these are items with the Part category option defined as B - Bought out or M - Made in. This option is located in the Stock Code Details form.

    This enables you to calculate an earlier due date for jobs or purchase orders and, from these, an earlier start date.

    Non-working days, per the factory calendar, are taken into account when the delivery date is calculated to add to the ship date.

    This indicates the required batching rule for the item. This is used to calculate an order quantity for the item when shortages are encountered.

    Although a buying rule is applied to B - Bought out items and a batch rule is applied to M - Made in items, the term is interchangeable within the Requirements Planning system because the buying or batch rules can apply to either B - Bought out or M - Made in items.

    The buying rule defined against each stock item is used to modify the actual shortage quantity in order to calculate an order quantity.

    Batching rules are applied to MPS items when producing the MRP Master Production Schedule (Program List > Requirements Planning > Master Production Schedule > Reports), unless you have enabled the Build schedule setup option. This includes the build schedule in the calculation of requirements. This ignores forecasts and orders for MPS items as MPS only supports a single level of dependent demand (i.e. demand in the form of job allocations). The only demand seen for an MPS item is the build schedule.

    For non-MPS items, batching rules are applied when running the Requirements Calculation program (Program List > Requirements Planning > Requirements Planning).

    • SYSPRO does not allow any order policy to exceed the Maximum quantity defined in the Warehouse Maintenance for Stock Code program (Program List > Inventory > Setup).
    • SYSPRO reserves buying rules from A to Q. Any buying rule entered beyond this range is treated as buying rule A.

    • The fixed time period in a time-phased batching rule is ignored by the following programs as they use variable time period lengths:

      MRP Master Production Schedule (Program List > Requirements Planning > Master Production Schedule > Reports)

      MPS Review (Program List > Requirements Planning > Master Production Schedule)

      The fixed time portion of the batching rule is applied only in the Requirements Calculation program.

      An MPS item with a buying rule of C is treated as if the rule was A.

      Buying rules K, L, M, and N revert to rules B, F, G, and H respectively.

    • If you are using Inventory Optimization, then the following batching rules are used in Requirements Planning in relation to the maximum level:

      • Q - Apply warehouse order policy

        If you select this rule, then one of the following order policies must be set against the warehouse for the stock code in the Warehouse Maintenance for Stock Code program:

        • M - Order to max if less than min

        • I - Cover shortages if less than min

        • S - Order to max if shortage

      • E - Order to max if less than min

      • D - Order to maximum if shortage

    • If the Stock code status, in the Stock Code Details form, is set as Clear, then this option is automatically set to P - Suppress MRP ordering.

    • When the Override batching rules with rule A setup option is selected, all batching rules other than P - Suppress MRP ordering are overridden with the A - Lot for lot batching rule.

      When this setup option is not selected, all batching rules are applied.

    • When the Batching rule to calculate maximum level setup option is selected, then all batching rules are applied. In the case of the P - Suppress MRP ordering batching rule, it is ignored as there would be nothing more to be calculated.

      When this setup option is not selected, all batching rules are ignored.

    The order quantity is the shortage quantity.

    All sub jobs are automatically created as lot for lot.

    You would typically select this batching rule when implementing MRP (Requirements Planning) in SYSPRO for the first time. The rule simply generates planned supply (jobs, purchase order requisitions and purchase orders) for the actual net shortage in demand for each period.

    Once you have familiarized yourself with SYSPRO's Requirements Planning module, you can implement the other batching rules as required.

    To calculate the order quantity, the shortage quantity is rounded up to the next multiple of the economic batch quantity.

    For example:

    If the Economic batch quantity is 10 and the shortage is 32, then the order quantity will be 40. 4 x EBQ (10) = 40.

    The system will always exceed and never short manufacture/buy.

    When a shortage is encountered, the order quantity is calculated by adding all the shortages in the fixed time period ahead (i.e. a consolidation of all orders in the chosen time period into a single order quantity).

    For example:

    If the shortage is 32 today and 14 tomorrow, and the fixed time period is 1 day (1 future working day) then the order quantity will be 46 (32 + 14).

    When a shortage is encountered, the order quantity is calculated to increase the stock holding up to the maximum quantity defined against the warehouse.

    For example:

    If the shortage is 32 and the maximum quantity is 100, then the order quantity will be 132 (32 + 100). This is because the shortage of 32 must be filled, plus 100 are required to bring the stock holding up to its maximum of 100.

    As soon as the result field falls below the minimum quantity (during netting-off) an order quantity is calculated to order enough to increase the quantity available up to the maximum quantity.

    For example:

    If the minimum quantity is 50 and the maximum quantity is 200 and the result field is 12, then the order quantity will be 188 (200 - 12).

    When you select this option, the MPS Review and MRP Master Production Schedule programs use the minimum and maximum quantities defined against the warehouse to calculate the suggestions made. Safety stock is not taken into account.

    This rule is identical to rule B, except that the pan quantity is used instead of the economic batch quantity.

    To calculate the order quantity, the shortage quantity is rounded up to the next multiple of the pan size.

    For example:

    If the Pan size is 10 and the shortage is 32, then the order quantity will be 40.

    If a shortage occurs, then multiple orders are created to satisfy the shortage, each the size of the Economic batch quantity.

    For example:

    If the Economic batch quantity is 10 and the shortage is 32, then 4 orders (each having an order quantity of 10) are suggested.

    This rule is identical to rule G, except that the pan quantity is used instead of the economic batch quantity.

    If a shortage occurs, then multiple orders are created to satisfy the shortage, each the size of the pan.

    For example:

    If the Pan size is 10 and the shortage is 32, then 4 orders (each having an order quantity of 10) are suggested.

    If a shortage occurs, the order quantity is the quantity required to meet the shortage, unless this is less than the Economic batch quantity (in which case the EBQ is used).

    For example:

    If the Economic batch quantity is 10 and the shortage is 8, then the order quantity is 10 (the 8 required to meet the shortage is less than the EBQ, so the EBQ is used). However, if the shortage is 32 and the Economic batch quantity is 10 then the order quantity is 32.

    This rule is identical to rule I, except that the pan quantity is used instead of the Economic batch quantity.

    If a shortage occurs, the order quantity is the quantity required to meet the shortage, unless this is less than the Pan size (in which case the Pan size is used).

    For example:

    If the Pan size is 10 and the shortage is 8, then the order quantity is 10 (the 8 required to meet the shortage is less than the Pan size, so the Pan size is used). However, if the shortage is 32 and the Pan size is 10 then the order quantity is 32.

    This rule is a combination of rules B and C.

    The order quantity is calculated by adding all the shortages in the fixed time period ahead.

    Once this total shortage quantity has been calculated, then this is rounded up to the next multiple of the Economic batch quantity.

    This rule is a combination of rules F and C and is identical to rule K, except that the pan quantity is used instead of the economic batch quantity.

    The order quantity is calculated by adding all the shortages in the fixed time period ahead.

    Once this total shortage quantity has been calculated, then this is rounded up to the next multiple of the Pan size

    This rule is a combination of rules G and C.

    The order quantity is calculated by adding all the shortages in the fixed time period ahead.

    Once this total shortage quantity has been calculated, then multiple orders (each the size of the Economic batch quantity) are suggested.

    This rule is a combination of rules H and C and is identical to rule M, except that the pan quantity is used instead of the Economic batch quantity.

    The order quantity is calculated by adding all the shortages in the fixed time period ahead.

    Once this total shortage quantity has been calculated, then multiple orders (each the size of the pan) are suggested.

    If a shortage occurs, the order quantity is at least the Economic batch quantity. However, if the EBQ is insufficient to satisfy the shortage, then the remaining shortage is rounded up to the next multiple of the pan quantity.

    For example:

    If the Economic batch quantity is 10 and the pan quantity is 5, a shortage of 3 would cause an order quantity of 10 (the shortage is less than the EBQ). A shortage of 23 would cause an order quantity of 25.

    Demand generated for this item won't result in any suggested replenishment orders, unless you have indicated that batching rules must be overridden (Setup Options > Preferences > Manufacturing > Requirements Planning).

    This is the default batching rule for an item defined as a By-product and cannot be changed.

    In addition, when you set the Stock code status to Clear, the batching rule for that stock code is automatically set to P - Suppress MRP ordering. This cannot be changed until the Stock code status is changed to either Normal or Temporary.

    This indicates that you want to define the order policies against the individual warehouses in which the item is stocked, using the Warehouse Maintenance for Stock Code program (Program List > Inventory > Setup).

    Different order policies can be defined for each warehouse in which the item is stocked. The following order policies are available:

    • C - Cover shortages

    • I - Cover shortages if less than min

    • M - Order to max if less than min

    • O - Cover shortages less than min overages up to max

    • P - Suppress MRP ordering

    • S - Order to max if shortage

    The Economic Batch Quantity (EBQ) is a measure to determine the quantity of units that can be produced at the minimum average cost in a given batch or product run.

    This is used to determine the costing of a bill of materials. It is also used within the Requirements Planning module together with the following batching rules:

    • B - Multiples of EBQ
    • G - Multiple EBQ lots
    • I - Minimum of EBQ
    • K - Multiples of EBQ (fixed time)
    • M - Multiple EBQ lots (fixed time)
    • O - Min of EBQ thereafter mult of pan

    The EBQ is used instead of the Pan size depending on your selection at the Manufacturing quantity basis field under the Manufacturing options group located in the Production Details pane.

    If progressive scrap is in use, then the value in this field must be defined as the net EBQ. Progressive scrap works backwards, taking into account the scrap at each operation to calculate the starting quantity.

    This can be likened to a container size. Within the Bill of Materials module, you can indicate whether the elapsed time against work centers or cost centers is based on the value defined here or the Economic batch quantity.

    This is used instead of the Economic batch quantity depending on your selection at the Manufacturing quantity basis field for the item.

    This indicates the number of working days that represents a fixed time period.

    A fixed time period of 1 day indicates that if a shortage is encountered, then the total shortage for today and the next working day is used as if the shortage falls today.

    The entry made here is used for all of following time-based buying rules within the Requirements Planning module:

    • C - Fixed time period
    • K - Multiples of EBQ (fixed time)
    • L - Multiples of pan (fixed time)
    • M - Multiple EBQ lots (fixed time)
    • N - Multiple pan lots (fixed time)

    The fixed time period in a time-phased batching rule is ignored by the MRP Master Production Schedule (Program List > Requirements Planning > Master Production Schedule > Reports) and MPS Review (Program List > Requirements Planning > Master Production Schedule) programs because they use variable time period lengths. The fixed time portion of the batching rule is applied only in the Requirements Calculation (Program List > Requirements Planning > Requirements Planning).

    The following are time-phased batching rules:

    • M - Order to max if less than min
    • S - Order to max if shortage

    This indicates the date on which the stock item should no longer be sold, if suppose, a newer version of the item is being used instead.

    The date specified here is used by the Superseded-Clearing Stock report (Program List > Inventory > Reports) as a selection criterion in determining which stock items are selected for printing.

    This indicates the number of times the stock item should be counted during the year.

    When you use the Stock Take Selection program (Program List > Inventory > Stock Take System > Transaction Processing) to select stock items for a stock take, you can indicate that you only want to include items with a specific quantity cycle count.

    It can also be used as a selection criterion for reporting purposes.

    This indicates whether you would like to include the stock item in the calculations performed by the ABC Analysis report (Program List > Inventory > Reports. This report generates a list of stock items in descending order on the basis of usage value, based on the cost value of stock used - issued and/or sold - over the last 12 months.

    This report also indicates which are your most used and least used items, enabling you to determine what quantities of selected stock items should be included in your inventory.

    The stock items are rated A, B or C according to the percentages defined against the A/B percentage break and B/C percentage break setup options for Percentage breaks for ABC analysis.

    This indicates that the stock item is used in the Master Production Schedule system.

    A stock item with the Part category defined as N - Notional part, located in the Stock Code Details form, cannot be defined as an MPS item.

    There is a limitation with regards MPS and transfer supplied in Requirements Planning: An MPS item only sees build schedules as demand. Therefore, MRP will not suggest Supply Chain Transfers (SCT) for MPS items.

    This indicates that the item is a normal stock code that is included in the Requirements Calculation program (Program List > Requirements Planning > Requirements Planning).

    You cannot change an MPS item to be a Non-MPS item when build schedules exist for the item. The build schedules must first be deleted using the Build Schedule Maintenance program (Program List > Requirements Planning > Master Production Schedule > Setup).

    This indicates that the item is always in stock and its lead time is ignored when calculating the cumulative lead time and/or manufacturing lead time of its parent.

    This is used by the Master Production Schedule (Requirements Planning) to indicate how you want to calculate the demand for a component prior to netting off on hand inventory and scheduled receipts. It is used to calculate the projected available stock and the suggested build schedule.

    This uses both the forecasts and sales orders as the gross requirement.

    This uses the forecasts or sales orders (whichever is the cumulative highest figure) as the gross requirement. This is calculated as the cumulative highest figure less the cumulative gross requirement of the previous period.

    This only uses forecasts as the gross requirement.

    This uses either forecasts or sales orders (whichever is the highest figure) as the gross requirement.

    This only uses sales orders as the gross requirement.

    This indicates the percentage of an item that is lost in the manufacturing process so that a shortfall in actual production does not cause an unexpected inability to meet demand on time.

    This information is used in the MPS Review program (Program List > Requirements Planning > Master Production Schedule) to calculate the gross requirement.

    For example:

    If a stock code has a Percent yield of 50 and in the MPS Review program there is a net requirement of 10, the program uses the Percent yield to calculate a gross requirement of 20 in order to meet the demand of 10.

    This field only applies to MPS items. This is defined against the Master production schedule under the Master production schedule item group.

    This indicates the basis of the elapsed time calculated against work centers or cost centers.

    Your selection can either be on the basis of either one of the following, of which the values are defined under the Replenishment details group of the Replenishment pane:

    • Economic batch quantity
    • Pan size

    This indicates whether the stock item relates to an inexpensive production part held in the factory from which production workers can draw without requisitions.

    This indicates that the item can be issued automatically to a job upon confirmation of the job. It is included in the costing process.

    This type of item must be stocked in the warehouse defined against the Floor stock warehouse setup option.

    The warehouse quantity is reduced when this type of item is issued and a journal is created.

    Stock items cannot be classified as this type of item if the following fields or options, in the Tracking form, are defined as follows:

    1. Serial tracking method is defined as either Manual serial or Batch serial
    2. Lot traceability is defined as Traceable

    Regardless of your warehouse settings or your selection at the Stock on hand allowed to go negative setup option, these type of items that are stocked in the warehouse defined against the Floor stock warehouse setup option, are always allowed to go negative in either one of the following situations:

    • At the time of confirming a job in the Job Issues program (Program List > Work in Progress > Job Postings)
    • When Backflushing using the Inventory Movements (Backflushing) program

    For other types of transactions, these items are treated in the same manner as any other stock item. Therefore, if stock on hand is not allowed to go negative and there is insufficient stock, you will be unable to process those transactions.

    This indicates that the item can be issued automatically as a material allocation to a job without affecting the on hand quantity of the item. The item is included as a component in the costing process.

    Stock items cannot be classified as this type of item if the following fields or options, in the Tracking form, are defined as follows:

    1. Serial tracking method is defined as either Manual serial or Batch serial
    2. Lot traceability is defined as Traceable

    You would typically define a consumable item as this type of item. This enables you to include the consumable in the cost of a job without forcing you to keep accurate inventory of the item.

    No direct debit and credit journal entries are posted for this type of item since there is no quantity moved out of the warehouse to the job.

    However, any cost associated with these items are included in the cost of the parent in the BOM (it is calculated and rolled up to the parent's material cost) and, by extension, when a job is created it is part of the expected cost of materials.

    To ensure that costs exist to be cleared at job closure, the value of materials issued to the job is updated with the cost of the bulk issue and an entry is made in the job postings record.

    The updating of the cost is what creates the variance at the point of closing the job.

    Typically, because these items are of little or no value, they are cleared with automatic variance clearing when the job is completed. The automatic variance is based on the configuration set against the Cleared variance setup options.

    If the cost remaining on the job is within these boundaries, it will be automatically cleared (i.e. the WIP Control account will be credited and the WIP Variance account debited). If the value of the variance exceeds the rules, then this variance must be cleared using the Job Closure program (Program List > Work in Progress > Job Postings).

    The assumption on these items are that they should only be used for consumables. If quantities and values are required to be tracked, then you need to define the item as a Floorstock item.

    When you confirm a job, bulk issue items specified against the Bill of Materials are issued to the job automatically. If you want to delete the job, you need to reverse the bulk issue allocation before doing so, even though no journals were created. A job cannot be deleted until all the allocations are reversed.

    The warehouse quantity is not reduced when a bulk issue item is issued and no journal is created.

    Once a job is confirmed, then any additional issue or reversal of a bulk issue item affects the stock on hand (i.e. the bulk issue item is treated as any other stock item).

    For further information regarding Bulk issue items, you can refer to the Help content for the Job Issues program.

    This indicates that the item is neither a Floorstock item or Bulk issue item.

    This indicates whether to include the stock item in the processing performed by the Relationship Validation program (Program List > Bill of Materials > BOM Processes).

    A stock item classified as a soft phantom can only have a Part category of M - Made-in, B - Bought-out or S - Subcontracted. This means that a job can be made for this stock item. Additionally, it can be stocked and sold, whereas a "normal" phantom part cannot.

    When a soft phantom is set as a Component against the Parent part in a Bill of Materials, it is not attached to the job as an allocation, but it is exploded through and its components are attached to the job as allocations. It is also recognised by Requirements Planning, which will explode it into its component parts. Its labor costs are not inherited by the parent part.

    You can define operations against a Soft phantom in a Bill of Materials. The reason for doing so is that when a job is made for it, you want the Manufacturing costs, Operations costs, to be allocated to it when manufacturing it. The normal Parent at the higher level will include any extra hours of labor, etc., required for these components. If it is essential to track the labor costs at the soft phantom level in a structure, then this should not be a soft phantom, but rather a normal sub assembly.

    Note that Sub jobs are not allowed for a Soft phantom Component and a Soft phantom can only be added as a component in a BOM in the Stocking of measure.

    Typically, a phantom is included in a BOM structure to simplify the structure. A soft phantom is an easy way to setup a Bill of materials once only, where this item is made and sold, and where it is used as a Material allocation in many other Bills of Materials. It makes maintenance for all the Bills of Materials in which it is attached a lot easier, as only the Soft phantom needs to be changed if required, and all the affected Bills of Materials are automatically updated. Where it is set as a Component it is treated like any other component (i.e. material cost only).

    When used as a Parent part, the soft phantom item is treated as a normal stock item with the following exceptions:

    • Progressive scrap is not allowed.
    • Only the stocking unit of measure can be used

    This indicates whether a parent part has components by percentage instead of quantity (i.e. the wet weight percentage of the parent must be used instead of the quantity per for the components). The specific gravity of the parent and component part(s) must be specified.

    • No check is performed on the Stocking unit of measure of the parents and components. This could result in inaccurate results if these measures are incompatible.

      For example:

      If the parent part is stocked in liters, and one of the components is stocked in tons, the wet weight percentage ratio could be incorrect.

    • Batch bill percentages are only retained on the bill of material and are a tool to aid the calculation of a physical quantity per in a bill of material. When you create a job, these figures are not pulled through onto the job. Therefore, if you have a stock code that is defined as a batch bill with the percentage wet weight defined against the material requirements, the percentages are not printed on Factory Documentation in the Factory Documentation program (Program List > Work in Progress > Job Postings).

    This indicates the number of days it takes to manufacture a made-in stock item. The number of days indicated here is on the assumption that all the required raw materials are available. It is the longest cumulative manufacturing time, established from the sum of the elapsed time and inter-operation movement time for all levels of the bill of materials (i.e. the manufacturing lead time is calculated according to the operation times).

    For make-to order items, the manufacturing lead time is the total time between the release of an order to the production process and shipment to the customer. For make-to-stock items, it is the length of time between the release of an order to the production process and receipt into inventory.

    For made-in items, you use the Lead Time Calculation program (Program List > Bill of Materials > BOM Processes) to calculate and update the lead time. The program calculates a ratio of working to non-working days and applies this when calculating the lead time for an item. This means that you don't need to buffer the lead time for made-in items if you are using the Lead Time Calculation program to update this field.

    Made-in stock items have a Part category of M - Made in. This option is located in the Stock Code Details form.

    Make-to order items are indicated against the Make to order item option under the Sales options group of the Sales Details form.

    This indicates the code associated with the person in the company responsible for planning the manufacture of made-in stock items.

    For example:

    The code associated with Sandra Adams is SA.

    You can use the planner as a selection criterion in various Requirements Planning reports.

    Made-in stock items have a Part category of M - Made in. The Part category option is located in the Stock Code Details form.

    This indicates the name of the selected Planner.

    For example:

    The name associated with planner code AB is Alan Brown.

    This field cannot be changed and therefore is disabled.

    However, you can maintain planners using the Planners program (Program List > Inventory > Setup).

    This indicates the code associated with the parent of a resource structure of critical resources for the stock code. It is the default resource parent which can be changed within the Build Schedule Maintenance program (Program List > Requirements Planning > Master Production Schedule > Setup).

    This resource parent is applied only to new build schedules; existing build schedules must be maintained to reflect the resource parent.

    The resource code is used by the Resource Planning system and is validated only if the Requirements Planning module is installed.

    This indicates the description associated with the Resource code selected.

    This indicates the default account to which you want to post the value of work in progress when a job is created for this stock item.

    If not defined against the stock item, then the ledger control account specified against the Work in progress setup option for General ledger control accounts is used as the default instead.

    However, at the time of creating the job, the ledger code entered at the WIP ledger code field overrides these defaults.

    This field is validated if Inventory is linked to General Ledger.

    This means that the Integration level setup option for Inventory integration methods is defined as either one of the following:

    • Linked to GL in summary
    • Linked to GL in detail
    • Control account in detail

    This indicates the description associated with the code selected.

    This indicates the default job classification assigned to the job.

    Job classifications enable you to group your jobs according to similar characteristics. You can select the Maintain hyperlink at the Job classifications setup option under Jobs to launch the WIP Browse on Job Classification program. This program lets you view details of classifications for the different types of jobs that you typically process.

    In addition, you can optionally configure the Numbering method setup option for Jobs according to the Job classification.

    You can also configure security access settings by job classification, to restrict the unauthorized processing of jobs and allocations (i.e. viewing, adding, changing, importing, cancelling and posting).

    This indicates the description associated with the Default job classification code selected.

    This establishes the price or discount code applicable to the stock code, depending on your configuration at the Pricing method setup option for Sales Orders, by locating the corresponding entry in the customer's price category/code table.

    This option is only applicable if your Pricing method setup option for Sales Orders is configured as Extended.

    This field is disabled when the Pricing method setup option is defined as Price Groups, as this indicates that the Sales Pricing Engine is used (instead of contract pricing).

    When using the Sales Pricing Engine, the pricing method isn't an attribute of the stock code, as the stock code can exist on multiple price lists which have different price methods (e.g. Flat price, Price list less %, etc.).

    The price code retrieved against the customer is used to determine the price of the stocked item from the price code table. The price code retrieved against the customer is from either the auto price code or the price category/code table, depending on whether your Pricing method setup option for Sales Orders is configured as Simple or Extended.

    This method is typically used by customers who have multiple prices against stock items and therefore use price lists.

    Usually, the prices differ because of the various costs involved in the delivery of the stock (e.g. transport methods, special packing/treatment options, etc.) or customers are categorized differently (e.g. wholesale, retail).

    A discount at line level per customer can also be entered when processing the sales order .

    The price code retrieved against the customer is used to determine the discount(s) applicable to the stock code's list price, cost price or another price code.

    The price code retrieved against the customer is from either the auto price code or the price category/code table, depending on whether your Pricing method setup option for Sales Orders is configured as Simple or Extended.

    Up to three discounts may be chained.

    This method is typically used by customers who have certain stock items that attract different discounts, rather than specific prices.

    It is often used in an environment where there are frequent price fluctuations and it is easier to change the price once and let the various discount options apply.

    If the discount is based on the cost of the stock item, then it is added to the cost (i.e. the item is therefore being sold on a cost plus basis).

    The quantity ordered determines the price retrieved.

    Only if the order quantity exceeds all the quantity breaks, does the system revert to determining the price based on the Pricing method setup option for Sales Orders.

    This method is used by customers who sell stock in large volumes and who offer more-for-less buying opportunities.

    A discount at line level per customer can also be entered when processing the sales order.

    This indicates list price for the stock item.

    This information is based on the value defined against the Price field, in the Pricing for a Stock Code program (Program List > Inventory > Setup > Pricing), of the selected List price code.

    Discounts for the stock code can be based on this price during sales order entry processing.

    • The exclamation mark character is reserved for contract pricing and cannot be used.

    • The full stop character is reserved for Manual pricing which is defined against the Pricing method setup option for Sales Orders.

    • This field is disabled when maintaining a stock code if the Pricing method setup option is defined as Price Groups, as this indicates that the Sales Pricing Engine is used (instead of contract pricing). The list price is then obtained from the Price List Maintenance program.

    This indicates the unit of measure on which the first selling price of the stock item is based.

    This information is based on the entry against the Basis field, in the Pricing for a Stock Code program (Program List > Inventory > Setup > Pricing), of the selected List price code.

    This field is disabled when the Pricing method setup option is defined as Price Groups, as this indicates that the Sales Pricing Engine is used (instead of contract pricing). The list price basis is then obtained from the Price List Maintenance program.

    This indicates the code associated with the percentage of commission you want to apply against a sale of the stock item, if the commission is based on the price for the stock item. This means that the Commission calculation setup option is defined as Using code against price.

    This information is based on the entry against the Commission field, in the Pricing for a Stock Code program (Program List > Inventory > Setup > Pricing), of the selected List price code.

    An entry of 0 indicates that you do not want to calculate commission.

    If this field is left blank, then the entry against the Default commission code setup option is used as the default commission code by the Sales Order Entry program (Program List > Sales Orders > Sales Order Processing).

    This indicates the currency for the price associated with the stock item.

    This information is based on the entry against the Currency field, in the Pricing for a Stock Code program (Program List > Inventory > Setup > Pricing), of the selected List price code.

    If you set the Basis for discount as List price in the AR Invoice Discounts program (Program List > Accounts Receivable > Setup), then the discount can only be applied to a foreign currency customer when the list price of the stock code is in the customer's currency.

    This field is disabled when the Pricing method setup option is defined as Price Groups, as this indicates that the Sales Pricing Engine is used (instead of contract pricing). The currency is then obtained from the Price List Maintenance program.

    This indicates the standard price code for the stock item on which discounts can be based during sales order entry processing.

    This field can be blank if you enabled the Allow blank list price codes setup option.

    The List price code basis applies the discount percentage to the list price held against the stock item only if the stock code Pricing method is set to Discounted.

    • This field is only available when maintaining a stock code as the stock code must exist before the price code can be captured

    • This field is disabled when the Pricing method setup option is defined as Price Groups, as this indicates that the Sales Pricing Engine is used (instead of contract pricing).

    This indicates the minimum percentage by which the price of stocked order lines must exceed the cost of the item. If defined as zero against the stock item, then the value against the second Minimum price percentage above cost setup option for Sales margins is used (Setup Options > Configuration > Distribution > Sales Orders).

    You can configure the Margin check based on setup option as either the Gross value or Net value.

    Gross value bases the minimum margin check on the extended order line value excluding order line value excluding any line discounts.

    Net value bases the minimum margin check on the extended order line value, including line discounts.

    For Kit type F items, the check is performed on the parent. For Kit type K items, the check is performed on each individual component of the kit and for Kit type S items, no check is performed.

    You can override the margin if you indicated that this override is allowed be enabling the Minimum price % above cost margin setup option (Setup Options > Configuration > Distribution > Sales Orders).

    This field is only applicable if the first Minimum price percentage above cost setup option is defined as Stock code margin.

    This is the default tax code used for sales orders, purchase orders and requisitions created for the item.

    Tax codes are maintained using the Tax Code Setup program (Program List > General Ledger > Tax > Setup).

    The Descriptive tax code must be used if defined in the Descriptive Tax Code Browse/Maintenance program (Program List > General Ledger > Tax > Setup).

    If the customer is defined as Taxable against the Tax exemption selection field in the General Details form of the Customers program (Program List > Contact Management > Setup), then the rate for the tax code entered in this field is applied by the Sales Order Entry program (Program List > Sales Orders > Sales Order Processing) when the item is sold to that customer.

    However, if the customer is defined as Non-taxable, then this tax code is ignored and the customer is not charged tax on the item.

    If you do not assign default tax codes to a stock item, then the system assumes that the item is exempt from tax.

    This indicates the description for the tax code selected and is displayed for informational purposes.

    This information is based on the entry against the Description field, in the Tax Code Setup program (Program List > General Ledger > Tax > Setup), of the selected Tax code.

    This indicates the tax percentage rate defined against the tax code selected and is displayed for informational purposes. This information is used to determine the taxable value of an invoice captured with this tax code.

    When processing a credit note or debit note against an existing sales invoice, where the date of the invoice is earlier than the effective date specified at the Rate effective from field, your entry at the Previous rate field is applied.

    This information is based on the entry against the Current rate field, in the Tax Code Setup program (Program List > General Ledger > Tax > Setup), of the selected Tax code.

    This indicates the alternative tax code for the stock item, which is used if the stock item is sold to a customer to whom the Other tax code option is defined. This is defined against the Tax exemption selection field in the General Details form of the Customers program (Program List > Contact Management > Setup).

    The Descriptive tax code must be used if defined in the Descriptive Tax Code Browse/Maintenance program (Program List > General Ledger > Tax > Setup).

    This enables you to define different rates of tax for this item and then apply these rates to different customers when using the Sales Order Entry program (Program List > Sales Orders > Sales Order Processing).

    For example:

    Tax code A

    		 14% inclusive Used when selling the item.
    Tax code B 14% exclusive Used when purchasing the item.

    Assume that only selected customers purchase the item with inclusive tax.

    • Against the customer, select Other tax code at the Tax exemption selection field in the Customers program (when you delete a tax code)
    • Against the stock item, enter Tax code C in the Tax code field and Tax code A in the Other tax code field

    When processing sales orders for the item:

    • Orders for customer accounts with the Tax exemption selection field defined as Other tax code, the default tax code for the orders will be Tax code A - 14% inclusive

    • Orders for customer accounts linked to the Default tax code for the orders will be Tax code C - 14% exclusive

    When processing requisitions and purchase orders for the item, the default tax code for all suppliers will be Tax code C - 14% exclusive.

    This indicates the rate defined against the other tax code selected and is displayed for informational purposes.

    This information is based on the entry against the Current rate field, in the Tax Code Setup program (Program List > General Ledger > Tax > Setup), of the selected Tax code.

    This indicates the description for the other tax code selected and is displayed for informational purposes.

    This information is based on the entry against the Description field, in the Tax Code Setup program (Program List > General Ledger > Tax > Setup), of the selected Tax code.

    This indicates whether the stock code is used in a single level bill of materials.

    This indicates that the stock item must not be treated as a kit type.

    This indicates that the stock item is a finished part which is stocked and can be manufactured.

    The cost, price and quantity is determined by the finished part, while components are treated as comment lines when receiving in or selling the item.

    This indicates that first level components from the bill of material are automatically received into stock when this stock item is received into stock.

    The cost, price and quantity is determined by the components and the finished part is treated as a comment line. The parent part, however, determines the order and ship quantities of the components by multiplying the parent quantity by the quantity per defined in the structure.

    Sales analysis information is maintained on the component stock codes.

    The Sales Order Entry (Program List > Sales Orders > Sales Order Processing) always uses route 0. Therefore, route 0 must be used for the bill of materials in order to sell this type of stock item.

    This indicates that the parent stock code must be treated as a normal stocked line to determine the price of the kit. The component parts are treated as normal stocked lines to determine the cost and quantity of items pulled from inventory (i.e. the price is determined by the finished part and the cost and quantity is determined by the components).

    Sales analysis information is maintained for the parent stock code.

    This indicates the number of days from the time an order is placed until it can be fulfilled.

    It is used in the calculations performed by the MRP Master Production Schedule program (Program List > Requirements Planning > Master Production Schedule > Reports).

    An entry of 0 means the field is ignored, or the stock code is not a make-to-order item.

    Make-to order items are indicated against the Make to order item option under the Sales options group of the Sales Details form.

    This indicates the code associated with the country where the supplier of the stock item is based or where the stock item is manufactured.

    This is required for reporting supplementary declarations in the EC Sales Reports - Supplementary report (Program List > Sales Analysis > Reports).

    The entry here is used as the default, unless a Nationality code is defined against the warehouse (in which case that will be used as the default country of origin).

    This field is only applicable if the EC VAT system required setup option is enabled.

    This indicates the name of the country or description associated with the Country of origin code selected.

    This field is displayed for informational purposes and allows you to verify whether you have selected the correct Country of origin code.

    This indicates the code associated with the warehouse that is used as a possible source of supply when importing orders into SYSPRO (using the Post to a Sales Order business object) if no warehouse is specified against individual stock lines, or on the order header.

    If left blank, then the warehouse specified at the Warehouse to use field, under the Stock code information group of the Stock Code Details form, is used as the default.

    This indicates the description associated with the Distribution warehouse code selected.

    This indicates whether the stock code is only manufactured if a sales order has been placed for the item. Otherwise, the item is manufactured according to the gross requirements rule, regardless of whether a sales order exists.

    This option is applied in Master Production Scheduling (i.e. the Demand time fence is set to 999 which means it only applies to sales orders).

    This option is ignored by the Requirements Calculation program (Program List > Requirements Planning > Requirements Planning).

    This is an item usually sold together with a stock item and is typically returned for credit.

    For example:

    This item would most like be a re-usable container, crate or pallet.

    When this type of stock item is sold, the warehouse quantity is reduced and a journal is created.

    If you enabled the Multiple bins setup option, then stock of a returnable item is always depleted from the bin that has the same name as the warehouse. Stock must be transferred into this bin manually.

    You define the warehouse from which returnable items are depleted against the Warehouse setup option for Returnable items.

    If you select this option, then the Maximum number of decimals field, under the Other options group of the Stock Code Details form, for the returnable item must be set to 0.

    Stock for returnable items sold as part of a service charge is always allowed to go negative, regardless of your costing method or selection at the Stock on hand allowed to go negative setup option.

    If not sold as part of a service charge (i.e. it is sold or issued in its own right) and stock on hand is not allowed to go negative, then stock must be available.

    The stock code cannot be defined as a returnable item if one or more the following apply:

    • Lot traceability option under the Lot traceability control group of the Tracking form is defined as Traceable
    • Serial tracking method is defined as Manual serial or Batch serial
    • ECC-controlled option is enabled
    • Unit quantity processing is enabled
    • Kit type option, under the Sales options group of the Sales Details form, is defined as Kit type

    This indicates that the stock item has a fixed weight.

    This indicates that the stock item has a random weight and requires a manually entered conversion factor to be specified on the Stocked Line window during Sales Order Entry (Program List > Sales Orders > Sales Order Processing).

    This caters for items that are sold in a certain unit of measure, but where the weight of each item sold differs from unit to unit.

    To obtain the correct price and weight, enable the Price override option on the Stocked Line window during Sales Order Entry.

    For example:

    In the Sales Order Entry program, the stocking unit for the stock item is 1 and the Unit price is 10, but you want to sell per kilo and record the mass as the actual.

    If the mass sold is actually 1.1, then you would do the following:

    1. Enable the Price override option
    2. Enter your Unit price as 10
    3. Set the Factor to 1.1 multiply to get the correct price and weight.

    This means that your stock depletion is theoretical and not actual by weight.

    Another way to achieve this is to use the Theoretical uom conversion setup option.

    This section only applies if these setup options are configured as follows:

    1. Nationality code is defined as CAN
    2. Canadian GST required is enabled

    If you do not assign default tax codes to a stock item, then the system assumes that the item is exempt from tax.

    This indicates the code which determines the GST percentage assigned to the stock item.

    This indicates the rate defined against the selected GST code and is displayed for informational purposes.

    This information is based on the value defined against the Current rate field, in the Tax Code Setup program (Program List > General Ledger > Tax > Setup), of the selected GST code.

    This indicates the description associated with the selected GST code and is displayed for informational purposes.

    This information is based on the entry defined against the Description field, in the Tax Code Setup program (Program List > General Ledger > Tax > Setup), of the selected GST code.

    This indicates whether the calculated tax amount must be included in the price of the item during sales order processing.

    Trade promotion prices can be applied to specific stock items, product classes, product groups or departments. This means that different prices can be defined for a single stock item. The options in this section enable you to select the trade promotions price that must apply to this specific stock item.

    For example:

    You used the Browse on Prices program (Program List > Sales Orders > Trade Promotions > Setup) to define the following three trade promotion price breaks for Stock code A100:

    1. For all stock codes in Product group Bicycles, the customer pays a Price of 500 for buying a Quantity of 10 or more of these items
    2. For all stock codes in Product class BA, the customer receives a 10% discount for buying a quantity of 5 or more of these items
    3. For Stock code A100, the customer receives a 20% discount for buying a Mass of 50 or more of this item

    Stock item A100 belongs to Product group Bicycles and to Product class BA, so all these prices apply to Stock item A100.

    You use the Price type and Price basis options against the stock item to select which Price you want to apply for Stock item A100.

    Therefore, if you wanted to apply price break 1, then you would configure the options below as follows:

    1. Price type as Product group
    2. Price basis as Quantity

    Similarly, if you wanted to apply price break 2, then you would configure the options below as follows:

    1. Price type as Stock code
    2. Price basis as Mass

    The Price type and Price basis for the stock item must match the price Type and Basis defined against the price break in the Browse on Prices program, in order for the price to be applied when selling the item.

    This indicates the code associated with the product group to which the stock item belongs.

    Product groups provide a facility to group items together in a more specific or general manner than product classes.

    Product groups are maintained using the Product Group program (Program List > Sales Orders > Trade Promotions > Setup).

    You use this field to indicate the basis of your trade promotions price breaks.

    This does not apply any trade promotions price breaks to the stock item.

    This applies the stock code price break to the stock item.

    This applies the price break defined for the Product class to the stock item.

    You use the Product class field, under the Stock code information group of Stock Code Details form, to define the stock item as a member of a specific product class.

    This applies the price break defined for the selected Product group to the stock item.

    You use the Product group field above to define the stock item as a member of a specific product group.

    This applies the price break defined for the department to the stock item.

    You use this field to indicate the unit of measure on which the price break is based.

    This indicates that price breaks are not required.

    This indicates that the price break you want to apply is based on the Quantity of the item sold.

    The Quantity of the item sold is indicated in the Browse on Prices program (Program List > Sales Orders > Trade Promotions > Setup).

    This indicates that the price break you want to apply is based on the Volume of the item sold.

    The Volume of the item sold is indicated in the Browse on Prices program (Program List > Sales Orders > Trade Promotions > Setup).

    This indicates that the price break you want to apply is based on the Mass of the item sold.

    The Mass of the item sold is indicated in the Browse on Prices program (Program List > Sales Orders > Trade Promotions > Setup).

    Alternate stock codes can be used to substitute stock items when the required item is out of stock.

    This indicates that you would prefer to automatically replace an item on a sales order with alternate stock, defined in the Inventory Alternate Stock Codes program (Program List > Inventory > Setup), when the stock for the original item is unavailable.

    This indicates whether you prefer to consume the oldest alternate stock codes first.

    The priority defined against the alternate stock codes, in the Inventory Alternate Stock Codes program (Program List > Inventory > Setup), determines the sequence of the substitution.

    If two stock codes have the same priority then they will be consumed alphabetically. This will continue until either the order quantity is depleted or the substitution quantity is depleted.

    If you are not able to fulfill all order quantities after using all the alternate stock codes, then the order quantity is reduced to the quantity available (line-cut).

    This option is only applicable if your FIFO valuation setup option is enabled.

    This indicates whether to reduce the order quantity to the alternate stock code quantity available (i.e. the order quantity is reduced so that the order can be fulfilled).

    The Conversion factor defined against the alternate stock code, in the Inventory Alternate Stock Codes program (Program List > Inventory > Setup), is used to determine the quantity of alternate stock to use.

    If the original order quantity is not fulfilled, then the order quantity on the original sales order line is reduced.

    This indicates that the stock item does not require a serial number (i.e. the stock item does not need to be tracked).

    This option indicates that each serial number represents an individual item.

    This option indicates that a group of items have the same serial number.

    This option captures numbers when receiving a serialized item into stock. This option must be selected if you chose to apply actual costing to batch serialised items. Batch serialized items are defined against the Serial tracking method option.

    This option captures numbers when you order a serialized item. This is requested either at line level or when releasing an order for invoicing (depending on your selection at the Capture serial numbers for orders setup option).

    This option indicates that the validation of the serial expiry date is based on the job start date. A serial that expires before the job start date can’t be issued to the job.

    This option indicates that the serial expiry date is calculated from the job delivery date and if the serial expires before the job delivery date it is considered expired and can’t be issued to the job.

    This option indicates that the date when the serial is issued to the job, is used to validate the serial expiry. Therefore, if the expiry date is before the transaction date, the serial is considered expired.

    This indicates that the stock item is not traceable and does not require inspection before being receipted into inventory.

    You cannot change a previously Traceable item to be Non-traceable if there is existing quantity on hand for the item in any warehouse.

    This indicates the item is traceable and optionally requires an inspection phase when processing a purchase order receipt for the item and before receipting a stock item with a Part category of M - Made-in into inventory. The Part category option is located in the Stock Code Details form.

    A traceable item cannot be defined as a Kit type K or S.

    When you select this option, you can specify whether the item must be inspected before being receipted into stock. You can specify this against the Traceable option.

    • Do not select this option unless the Lot Traceability module is installed.

    • Once an item is set to Traceable, you cannot unset this option once lot numbers, sales orders and/or purchase orders have been created against the stock code.

      However, you can turn off Lot Traceability against a stock code regardless of whether purchase orders exist for a non-stocked line that matches the stock code.

      You cannot delete lot information, because business rules dictate that lot traceable items must remain in the system indefinitely. This information can, however, be archived using the Purge and Archive program (Program List > Lot Traceability).

      If an item is defined as Traceable and one or more lots exist against the item, then it can never be deleted, regardless of whether these lots are archived. If you do not want any transactions processed for the item, then you can place the item on Full hold. You can place a stock item on hold using the On Hold Status function accessible from the Edit menu from the toolbar.

    • You won't be able to process a credit note and link this to the original invoice if this was created for a non-traceable item that is later changed to be lot traceable.

      If you need to credit an invoice this way (i.e. after changing the lot traceable status) then don't link the credit note to the original invoice in the order header. This will enable you to add the stocked line to the credit note manually and create a lot for the bin on-the-fly and process the credit note when asked to allocate lots/bins/serials. The stock will then be credited using that lot/bin.

    You can only set a stock item to traceable if:

    • The quantity on hand is zero in all warehouses
    • The quantity allocated to sales orders is zero in all warehouses
    • There are no outstanding sales orders for the item
    • There are no outstanding purchase orders for the item
    • There are no outstanding requisitions for the item
    • There are no outstanding supply chain transfers for the item
    • There are no outstanding jobs for the item
    • There are no outstanding quantities for the item in WIP Inspection

    These items cannot be defined as either Floorstock item or Bulk issue items in the Floorstock field in the Production Details form.

    This indicates that an inspection phase is required when processing a purchase order receipt for a stock item with a Part category of B - Bought-out and before receipting a M - Made in item into inventory.

    Before setting a previously Non traceable item to be Traceable, ensure that the existing quantity on hand for the item is reduced to zero in all warehouses.

    If you select this option, then you also need to select the Work in Progress inspection required setup option to inspect a M - Made in item before receipting it into inventory.

    This option is only enabled if you selected the Traceable option in the Lot traceability.

    This indicates that all receipts for the item must go through an inspection phase before being receipted into stock when using either one of the following programs:

    • Purchase Order Receipts (Program List > Purchase Orders > Purchase Order Processing)
    • Purchase Order Inspection (Program List > Purchase Orders > Purchase Order Processing)
    • Job Receipts (Program List > Work in Progress > Job Postings)

    This bypasses the inspection phase for this item and receipts the item directly into stock when using either one of the following programs:

    • Purchase Order Receipts (Program List > Purchase Orders > Purchase Order Processing)
    • Job Receipts (Program List > Work in Progress > Job Postings)

    This only inspects a sample quantity of the item and receipts the balance directly into stock when using either one of the following programs:

    • Purchase Order Receipts (Program List > Purchase Orders > Purchase Order Processing)
    • Job Receipts (Program List > Work in Progress > Job Postings)

    This option is only enabled when either or both of the following options in the Tracking form are configured as follows:

    Serial tracking method is set to Manual serial and Lot traceability is set to Traceable

    or

    Serial tracking method is set to None and Lot traceability is set to Traceable

    This indicates whether to permit the issuing of this stock item from more than one lot during sales order entry and issues to jobs.

    This indicates the number of days before the expiry of a traceable item.

    This is used when performing a two-stage receipt of the item into stock.

    This option indicates that the validation of the lot expiry date is based on the job start date. A lot that expires before the job start date can’t be issued to the job.

    This option indicates that the lot expiry date is calculated from the job delivery date and if the lot expires before the job delivery date it is considered expired and can’t be issued to the job.

    This option indicates that the date the lot is issued to the job, is used to validate the lot expiry. Therefore, if the expiry date is before the transaction date, the lot is considered expired.

    This lets you include the stock code in quality inspections using the Inspection Engine within the Quality Management module.

    This option is only available when the Lot traceability option is defined as Inspection required and the Traceable option as With inspection.

    This indicates that the stock item is regulated by the Engineering Change Control system.

    Any changes to the item within a bill of materials can only be made by means of an engineering change order.

    You cannot set a stock item to be ECC-controlled if it is in transit between warehouses or currently forms part of a stock take.

    Engineering change control tracking information (revisions/releases) for an item is only retained from the time the item is set to be ECC-controlled.

    You can use the Set ECC Control For Stock Codes program (Program List > Bill of Materials > Engineering Change Control > Transaction Processing) to set multiple stock items to be ECC-controlled.

    This indicates the engineering user assigned to the stock item.

    This enables you to notify the appropriate person(s) of changes to the Stock code status of stock codes under their control.

    If this field is left blank, then the engineering user defined against the Default ECC user setup option for Engineering change control is used.

    This indicates the current revision for the stock item.

    The revision is used to indicate design changes made to the stock item.

    The format can be defined as Alphanumeric or Numeric against the Key type setup option for ECC revisions.

    You can only access this field if the item is not ECC-controlled, or you are adding a new item which must be ECC-controlled.

    Once defined, the revision for an ECC-controlled item can only be changed using the Engineering Change Control module.

    You cannot access this field if engineering changes are being controlled at Stock code level. This means that your Stock control level setup option for Engineering change control is configured as Stock code.

    This indicates the current release for the stock item.

    The release is used to indicate minor design changes to the stock item.

    The format can be defined as Alphanumeric or Numeric against the Key type setup option for ECC releases.

    You can only access this field if the item is not ECC-controlled, or you are adding a new item which must be ECC-controlled.

    Once defined, the release for an ECC-controlled item can only be changed using the Engineering Change Control module.

    You cannot access this field if engineering changes are controlled at Revision or Stock code level. This is configured against your Stock control level setup option for Engineering change control.

    These options are only available if the:

    1. Serial tracking method option is defined as Manual serial
    2. Numbering method setup option for Serials is defined as By stock code

    Tracking stock items with a Serial tracking method of Manual serial while your Stock control level setup option is configured as Stock code level, enables you to create sequential ranges of manual serial numbers for each serialized stock item.

    Ranges of serial numbers are created according to the Manual serial prefix and Manual serial next suffix defined against each individual serialized stock item.

    For example:

    Manual serial prefix

    22

    Manual serial next suffix

    001

    Creating a range of three manual serial numbers will be generated as: 22001, 22002 and 22003. The next range of manual serials numbers created would begin with 22004.

    • Although up to 15 characters can be used for either the prefix or the next suffix, the combination cannot exceed 20 characters.
    • Defining a Manual serial prefix and Manual serial next suffix does not prevent you from creating serial numbers with a different format.
    • The Manual serial prefix cannot start with a space and the Manual serial next suffix must be numeric.

    This indicates the character(s) that must form the start of manual serial numbers generated for the stock item.

    This indicates the character(s) that must form the start of manual serial numbers generated for the stock item.

    The next suffix field is updated once a new range of serials has been added to the system for any manual serialized item for the specified prefix.

    The number of numeric characters entered for the suffix must cater for the total quantity of serial numbers you want to add using the defined Manual serial prefix (e.g. a suffix of 1 allows you to add 9 serials for the Manual serial prefix you defined).

    This pane displays any custom form data defined against the key field.

    This opens the Field Selector for Form window which lets you add custom fields, master fields or scripted fields to the form.

    Although this option is not displayed once you have added a field to the form, you can still access it by right-clicking a field and selecting the Field Selector function from the context menu (Alt+F7).

    These fields are disabled when the Apply warehouse BOM costs setup option is enabled. You use the Inventory Warehouses for Stock Codes program (Program List > Inventory > Browses > Browse on Stock Codes > Edit > Warehouses) to enter BOM costs against the warehouse.

    This indicates the total cost of all operations for items included in the stock item's structure. It is updated for all parent parts by the Cost Implosion program (Program List > Bill of Materials > BOM Processes), unless you selected the Manual cost option.

    This indicates the total cost of all materials for items included in the stock item's structure. It is updated for all parent parts by the Cost Implosion program (Program List > Bill of Materials > BOM Processes), unless you selected the Manual cost option.

    This indicates the total cost of all fixed overheads for items included in the stock item's structure. It is updated for all parent parts by the Cost Implosion program (Program List > Bill of Materials > BOM Processes) , unless you selected the Manual cost option.

    This indicates the total cost of all variable overheads for items included in the stock item's structure. It is updated for all parent parts by the Cost Implosion program (Program List > Bill of Materials > BOM Processes), unless you selected the Manual cost option.

    This indicates the total cost of all subcontract operations for items included in the stock item's structure. It is updated for all parent parts by the Cost Implosion program (Program List > Bill of Materials > BOM Processes), unless you selected the Manual cost option.

    This field is only if you enabled the Subcontract operation and material costs setup option.

    This enables you to more accurately accumulate overhead costs to specific products by applying these costs at the points of transition in the procurement, manufacturing and sales cycle.

    This cannot be applied to stock items with a Part category of either C - Co-product or N - Notional part.

    The Activity based costing required setup option must be enabled.

    This enables you to update costs manually as required, i.e. the Cost Implosion program (Program List > Bill of Materials > BOM Processes) will not be used to update the BOM costs defined against this stock item.

    You use these fields to indicate extra information to assign to the item.

    You can specify your own wording for these fields using the User-defined fields for stock codes setup options.

    The fields in this section are for informational purposes only.

    This listview enables you define Descriptions and Long descriptions for the stock item in various languages.

    You can only use this feature if your Multi-language for document printing setup option is enabled.

    This indicates the language in which you want to capture text for the Description or Long description fields in the Stock Code Details form.

    This indicates whether the Text is for the Description or Long description.

    This indicates the foreign text required for the Description or Long description.