This pulls from Organization > Organization Structure > Manage >
Company Tree (EP204060)
Price Manager The manager responsible for the product pricing.
This pulls from Organization > Organization Structure > Manage >
Employee (EP203000) and Configuration > User Security > Manage >
User (SM201010)
Subject to Commission A check box that indicates (if selected) that commissions should be paid on sale of this stock item.
Min. Markup % The minimum markup percentage defined for the stock item.
Markup % The percentage of the item cost you add on to get the selling price for this stock item.
MSRP The manufacturer’s suggested retail price (MSRP) of the stock item.
Cost Statistics section
Last Cost A read-‐only box showing the last standard cost used for the stock item.
Average Cost A read-‐only box that displays the average cost for the stock item.
Min. Cost A read-‐only box that displays the minimum cost for the stock item.
Max. Cost A read-‐only box showing the maximum cost for the stock item.
Warehouse Details Tab
Default A check box that indicates (if selected) that this is the default warehouse for the stock item.
Warehouse The warehouse where the stock item is available.
Default Receipt To The location where the stock item is received by default. The default shipping and receiving locations for the item are specified on the Item Warehouse
Details (IN.20.45.00) screen.
Default Issue From The location from which the stock item is issued by default.
Status The status of the warehouse
Inventory Account The default General Ledger account to be used for transactions related to the stock item. This account can be defined for the warehouse on the Item Warehouse Details screen.
Field Description
Inventory Sub. The default General Ledger subaccount to be used for transactions related to the stock item. This subaccount can also be defined for the warehouse on the Item Warehouse Details screen.
Product Workgroup The product workgroup for this stock item, which is defined in the Stock Item Summary area of this screen.
This pulls from Organization > Organization Structure > Manage >
Company Tree (EP204060)
Product Manager The product manager assigned to this stock item, which is defined in the Stock Item Summary area of this screen.
This pulls from Organization > Organization Structure > Manage >
Employee (EP203000) and Configuration > User Security > Manage >
User (SM201010)
Override Std. Cost A check box that indicates (if selected) that the standard cost may be overridden for this stock item. This option is assigned on the Price/Cost Information tab of the Item Warehouse Details screen.
Price Override A check box that indicates (if selected) that the price can be overridden for this stock item. (This option is also assigned on the Price/Cost Information tab of the Item Warehouse Details screen.)
Qty. on Hand The quantity of this item available (on hand) at the warehouse. This value is calculated based on the availability settings specified for the item class on the Item Classes screen.
Override Preferred
Vendor A check box that indicates (if selected) that you may choose a vendor other than the preferred vendor for the item replenishment in this warehouse.
Preferred Vendor The preferred vendor for this stock item when stocked at this warehouse, as defined on the Item Warehouse Details screen.
Override Replenishment Settings
A check box that indicates (if selected) that you may change replenishment settings for this item at this warehouse.
Seasonality The seasonality settings used for this item at this warehouse, by their ID.
Replenishment Source The source for the item replenishment.
Replenishment
Warehouse The warehouse that serves as the replenishment source for the item if the item stock is replenished by a transfer.
Override A check box that indicates (if selected) that you may change the service level for this item.
Service Level (%) The service level assigned to this item at this warehouse.
Last Forecast Date The date when the forecast for this item was calculated last.
Daily Demand Forecast The daily demand for the item at this warehouse according to the forecast.
Daily Demand Forecast
Error (STDEV) The standard deviation error calculated for the forecasted daily demand.
Sales Price Tab
Update Prices Button Opens the Update Prices dialog box to let you specify the latest date to select the prices for updating.
Customer Price Class The item price class associated with the stock item. These classes, which are used to group stock items with similar price calculation methods, are defined on the Item Price Classes (IN.20.90.00) form.
UOM The unit of measure used for the item. The sales price is defined for one such unit.
Promotional A read-‐only check box indicating (if selected) that this price is a promotional price.
Field Description
Pending Price Date The date when the pending price of the stock item becomes effective. Select a date.
Pending Price The pending sales price for the stock item. Enter the new price.
Pending Tax The tax to be used with the pending price.
Current Price A read-‐only box showing the current sales price for the stock item.
Tax The tax that is used with the current price.
Effective Date A read-‐only box that displays the effective date for the current sales price of the stock item.
Expiration Date The date when the promotional price expires.
Last Price A read-‐only box showing the last sales price defined for the stock item.
Last Tax The tax that has been used with the last price.
Currency The currency in which this price is specified.
Customer Prices Tab
Update Prices Button Opens the Update Prices dialog box to let you specify the latest date to select the prices for updating.
Customer The customer, by its ID, for which a specific price for the item is available.
Customer Name The customer’s business name.
UOM The unit of measure used for the item. The sales price is defined for this unit.
Promotional A read-‐only check box indicating (if selected) that this price is a promotional price.
Pending Price Date The date when the pending price of the stock item becomes effective. Select a date.
Pending Price The pending price for the stock item. Enter the new price.
Pending Tax The tax to be used with the pending price.
Current Price A read-‐only box showing the customer current price for the stock item.
Tax The tax that is used with the current price.
Effective Date A read-‐only box that displays the effective date for the current price of the stock item.
Expiration Date The date when the promotional price expires.
Last Price A read-‐only box showing the last customer price defined for the stock item.
Last Tax The tax that has been used with the last price.
Currency The currency in which this customer price is specified.
Vendor Prices Tab
Update Prices Button Opens the Update Prices dialog box to let you specify the latest date to select the prices for updating.
Vendor The vendor, by its ID, which offers a special price for the item.
Vendor Name The vendor’s business name.
Location The location of the vendor associated with this special price.
UOM The unit of measure used for the item. The purchase price is defined for one such unit.
Promotional A read-‐only check box indicating (if selected) that this purchase price is a promotional price.
Pending Price Date The date when the pending price of the stock item becomes effective. Select a date.
Pending Price The pending purchase price for the stock item. Enter the new price.
Current Price A read-‐only box showing the current purchase price for the stock item.
Effective Date A read-‐only box that displays the effective date for the current purchase price of the stock item.
Expiration Date The date when the promotional price expires.
Last Price A read-‐only box showing the last purchase price defined for the stock item.
Currency The currency in which this price is specified.
Field Description
Vendor Details Tab
Active A check box that indicates (if selected) that the vendor is active.
Default A check box that indicates (if selected) that the vendor is the default vendor for this item. Select this check box to mark the vendor that is the main supplier of the item.
When you create a purchase order to purchase an item, the default vendor is selected for this purchase.
Vendor ID The ID of the vendor. The list of vendors is maintained using the Vendors (AP.30.30.00) form.
Vendor Name The name of the vendor from whom the item is purchased.
Location The vendor’s location from which the item is purchased, which by default is the vendor’s default location. These locations are defined for the vendor on the Vendor Locations (AP.30.30.10) form.
Warehouse The warehouse to receive the item.
Subitem The subitem used with the inventory ID for the stock item.
Purchase Unit The unit of measure in which the item is purchased. This UOM is specified on the General Settings tab of this form.
Vendor Inventory ID The inventory ID used by vendor for this item.
Lead Time (days) The lead time for the selected vendor’s location. This read-‐only column displays the lead time defined for the vendor’s location on the Location Details tab of the Vendor Locations form.
Override A check box that indicates (if selected) that the values in the following columns should be overridden. You can change the values in these columns only if this check box is selected.
Add. Lead Time (Days) The additional lead time for the selected vendor, which represents the additional time required by the vendor to produce, assemble, and dispatch the items. This value is added to the Lead Time value to calculate the resulting lead time required to deliver the purchased item from the vendor’s location to your company’s warehouse.
Min. Order Freq.
(Days) The minimum purchase frequency for the item when purchased from this vendor.
Min. Order Qty. The minimum order quantity for the item when purchased from this vendor.
Max. Order Qty. The maximum order quantity for the item when purchased from this vendor.
Lot Size The lot size for the item when purchased from this vendor.
EOQ The economic order quantity when the item is purchased from this vendor. This value represents the quantity on the order that minimizes the total inventory holding costs and ordering costs.
Currency ID The currency used by the vendor to charge for the item you purchase.
Pending Vendor Price The pending price set by the vendor for the stock item.
Pending Price Date The date when the pending price of the item becomes effective.
Current Vendor Price A read-‐only column showing the current vendor price for the stock item.
Eff. Date A read-‐only column showing the effective date for the current vendor price value of the stock item.
Last Vendor Price A read-‐only column showing the last vendor price defined for the stock item.
Attributes Tab
Attribute The attribute available for this stock item. The list of attributes is defined for the item class.
Value The value of the attribute specific to the item.
Sales Categories
Category ID The sales category identifier.
Description The sales category description.
Packaging Tab
Field Description
Weight The weight of the base unit of the stock item, expressed in the weight unit of measure.
Weight UOM The unit of measure used to measure weight.
Volume The volume of the base unit of the stock item, measured in the volume UOM.
Volume UOM The unit of measure used to measure volume.
Packaging Option The option that the system uses to automatically determine the optimal set of boxes for this item on each sales order. You can select one of the following options:
• Manual: To let the user select boxes for this item at the user’s discretion.
• By Weight: To select appropriate boxes by item weight on the order. In the Boxes table (which appears when you select this option), select the boxes and enter the maximum weight (measured in the specified UOMs) that can fit into each box. This item can be combined in a box with other items if the Pack Separately option is not selected for the item.
• By Quantity: To select appropriate boxes by item quantity on the order.
With this option selected, the item will be always packed separately form other item. (The Pack Separately check box will be automatically selected and not available for editing.) In the Boxes table (which appears when you select this option), select the boxes and enter the quantities (measured in the specified UOMs) that can fit into each box.
• By Weight & Volume: To select boxes for this item by weight and by volume. This option in intended for items which can be packed with other items. If you select this option, do not select the Pack Separately option.
In the Boxes table (which appears when you select this option), select the boxes and enter the maximum weight and maximum volume that can fit into each box.
Pack Separately A check box that indicates (if selected) that this item should be packed separately from other items. This check box is automatically selected (and not available for editing) if By Quantity is selected as the packaging option.
Cross-‐Reference Tab
Subitem The subitem code available for the stock item. The column appears only if the Use Subitems option is selected on the Inventory Preferences form.
Alternate Type The type of alternative codification used for the item or the subitem of the item if applicable. You can choose one of the following options:
• Customer Part Number: Use this type to maintain the cross-‐reference between the inventory ID (and subitem, if applicable) and the customer part number.
• Vendor Part Number: Use this type to maintain the cross-‐reference between the inventory ID (and subitem, if applicable) and the vendor part numbers.
• Global: Use this type to maintain the cross-‐references between the inventory ID (and subitem, if applicable) and the global codification.
• Barcode: Use this type to specify (or enter it by using a barcode scanner) a barcode for the inventory ID (and subitem code, if applicable).
Vendor/Customer The vendor or customer (by its ID) that uses the alternative identification for this stock item (and subitem, if applicable).
Field Description
Alternate ID The alternate ID of the stock item (under the specified inventory ID and subitem) as used by the vendor or customer.
The ID can be used when entering in the Inventory ID on Sales Order (SO301000) and Purchase (PO301000) screen only. The system will automatically convert to internal ID and populate the alternate ID field with Customer / Vendor Value.
The alternate ID does not print on the Sales Order or Purchase Order reports. Reports can be modified to print alternate ID if required.
Description Any comments applicable to the specified cross-‐reference.
Restriction Groups Tab
Included An unlabeled check box that indicates (if it’s selected) that the group includes the item.
Group Name The name of the subitem restriction group or restriction group.
Specific Type The functional type of the group, which can be Subitem or Inventory Item Restriction.
Description A brief description of the group.
Active A check box that indicates (if selected) that the group is active.
Group Type A read-‐only column that shows the type of the restriction group. It can be one of the following types: A, A Inverse, B, B Inverse. For more information, see Types of Restriction Groups.
Replenishment Info Tab
Repl. Class The replenishment class to be used to replenish the stock of this item. To define the replenishment class or view its details, use the Replenishment
Classes (IN.20.88.00) form.
Seasonality The set of seasonality settings to be used with the replenishment class.
Method The replenishment method to be used for the stock item with this replenishment class. By default, it is the replenishment method associated with the item class of the stock item, but you can select one of the following options:
• None: No replenishment will be performed for the stock item.
• Min./Max.: The system will compute the replenishment quantity as the difference between the maximum and minimum quantities with the quantity on supply deducted. The quantity on supply is the quantity of the item on unreleased purchase orders, on purchase receipts, and in transit.
• Fixed Reorder Qty.: The system will initiate replenishment for the item once the minimum stock level is reached and the quantity on
replenishment request will be equal to the economical order quantity (EOQ) value specified for the chosen vendor.
Field Description
Source The replenishment source to be used for the stock item. By default, it is the replenishment source associated with the replenishment class. You can select another source, if necessary, from the following options:
• None: No replenishment will be performed.
• Purchase: The requested quantity (for stock replenishment) of the item will be purchased.
• Transfer: The requested quantity of the item will be transferred from a replenishment warehouse.
• Manufacturing: The requested quantity (for stock replenishment) of the item will be manufactured. (Not implemented in the current version.)
• Drop-‐Shipment: The requested quantity (for stock replenishment) of the item will be purchased using a drop-‐shipment purchase order, and the purchased item will not be received at your company’s warehouse. (Not implemented in the current version.)
• Purchase to Order: The item will be purchased only when a customer order exists. The purchased item will not be received at any of
warehouses; the purchased quantity will be instead sent to the customer.
(Not implemented in the current version.)
• Transfer to Order: The item will be transferred form the source warehouse only when a customer order exists.(Not implemented in the current version.)
Replenishment
Warehouse The warehouse used as a source of replenishment if the source is Transfer.
Max. Shelf Life (Days) The maximum number of days the stock item can be stored in a warehouse. (Not implemented in the current version.)
Launch Date The date starting the time period when the specified replenishment settings will be in effect for this stock item.
Termination Date The date ending the time period when the selected replenishment settings will apply to this stock item.
Service Level (%) The service level assigned to the item. For details, see Replenishment Parameters Based on Demand Forecast.
Safety Stock The safety stock (in base units) of the stock item to be used to calculate the quantity required for replenishment; these extra quantities of the item are kept at a warehouse to prevent possible stock-‐outs.
Reorder Point The stock level that, when reached, prompts the system to initiate stock replenishment for the stock item. This quantity should be set equal to the anticipated demand during the lead time plus the safety stock.
Max. Qty. The maximum stock level for the replenishment. When the quantity of the item falls below the Reorder Point value, the system generates a replenishment request with the quantity required to replenish the stock up to the Max. Quantity value.
Demand Forecast
Model The demand forecast model to be used to calculate replenishment parameters for this item.
Forecast Period Type The type of period to be used for selecting historical data for the model, which can
Forecast Period Type The type of period to be used for selecting historical data for the model, which can