Refer to documentation Implementation
The Products function contains a home and a section for each feature of the requirement:
Presentation
The header information provides key tracking information, including the category (purchased, manufactured, sold, subcontracted) to which the product is assigned. The home information is displayed irrespective of the section being selected.
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Fields
The following fields are present on this tab :
| Use this field to identify the category of product to which this product is assigned.
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| The product status determines how its availability has evolved. The different statuses are: Active, In development, On shortage, Not renewed, Obsolete and Not usable. During product creation, the default status is dependent on the creation method defined for the assigned product category:
Impact of the product status in the sales and purchase modulesSales
Purchases
Upon receipt of the product, an order or a delivery can be selected. Use the status to change product availability. The titles in the local menu can be set up and managed as follows:
Non blocking and blocking messages according to the context and status:
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| This warning is displayed if this product is still in design mode, that is this product has been created from a product design BOM revision that has only been released as a prototype product. It is not yet released as a full production BOM. |
| This field indicates the product reference code. It is generated by a sequence number counter (set up in function Sequence number counters) in the case when the product category has a sequence number counter code. The reference cannot be modified. It is automaticaly assigned and displayed at product creation end. |
| This long description is used as a title in screens and reports. By default the short title, the long title or the column header of a data are recorded (on creation/update) in the connection language of the user.
A user who logs on with this language will view the short description, long description or column header in their connection language if a translation exists. Otherwise, these descriptions will be available in the folder language.
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Presentation
You use this section to define characteristics that will identify this product. You can:
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Fields
The following fields are present on this tab :
Identification
| This long description is used as a title in screens and reports. By default the short title, the long title or the column header of a data are recorded (on creation/update) in the connection language of the user.
A user who logs on with this language will view the short description, long description or column header in their connection language if a translation exists. Otherwise, these descriptions will be available in the folder language.
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Use
| Use this field to define the start-of-life date for this product. Sales orders cannot be raised for this product before its start-of-life date. |
| Use this field to define the end-of-life date for this product. Orders cannot be raised for this product after its end-of-life date. |
| This check box indicates that a manufacturing text exists for this product (via the Text / Manufacturing action). This text will be used with production transaction lines. |
| This check box indicates that a preparation text exists for the product/customer combination (via the Text / Pick ticket action). The text will be used on picking tickets and delivery notes. |
Miscellaneous
| Alphanumeric field of 20 characters. This information is used as sort and selection criterion in the product search window and in the stock inquiry screens. |
| A product line is used to:
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| Barcode identifying this product. Enable the predictive or automatic entry by setting the AUTOSEL – Automatic selection parameter (SUP chapter, INT group) to Yes.
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| Specify here the standard with which the product complies (manufacturing or quality national or international standard). |
| Use this access code to specify a user that is in charge of the product quality for this product category (for correcting the product details). |
| This field is displayed only when the KPO - Portuguese localization activity code is activated. It only applies to the SAFT file generation. This file is exported according to the type of product indicated:
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Statistical groups
Alphanumerical code to choose in the statistical group table. |
EU information
| Use this field to indicate if the product is subject to Intrastat. |
| This field is subject to the DEB - EU exchange declaration (Intrastat) activity code. It can only be accessed if the product is subject to Intrastat. Enter the Customs BOM associated with the product, used when extracting intra-community EU movements. |
| This field is subject to the DEBR - Intrastat state/region activity code. Use it to enter the Federal state or region where the product was originally manufactured. This information is only required for specific legislations. When extracting the data used to draw up the declaration, the information in this field is used as the default value, if not entered at the Product-site level. To be considered, its legislation must be identical to the legislation of the country specified on the document being extracted. |
Link
| This field is subject to the PLM - PLM - X3 interface activity code. It is only populated if the product has been created by import from the PLM @UDROS product when it will contain the original reference of the product from PLM. |
| This icon is subject to the PLM - PLM - X3 interface activity code. It opens the URL that gives access to a web page containing the PLM documents linked with the product. |
| This icon is subject to the PLM - PLM - X3 interface activity code. It opens the URL that gives access to a web page displaying the product history. |
| Click this icon to display a screen where you can:
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Image
| Use this field to select an image to display on this record. |
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Presentation
You use this section to specify stock management parameters.
This section is only available for products managed in stock. If the stock management method for this product is set to Not managed many fields in this section are not available for entry.
Fields
The following fields are present on this tab :
Stock management
| Use this field to define how stock of this product is managed:
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Lot management
| Use this field to specify if this product is managed by lot. A lot number will differentiate stock lines. This product can also be managed with sublots, which are subdivisions of a lot. A sublot number will also differentiate stock lines. Sublot numbers are free-format (a number or group of 5-characters, by default, with the first sublot upon receipt of stock receipt suggested as 00001). Define the lot management method for this product, as follows:
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| Lot sequence number counter that defines the format of lot numbers for this product. The lot number can be a maximum of 15 characters.
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Stock parameters
| Select this check box if stock of this product that is not yet present in the system can be issued. Example: |
| Use this field to define the management mode for this product:
This value is used in the MRP and MPS reorder calculations. |
| Use this field to define if movements of this product must update a log file.
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| This field indicates the average potency in percentage to be defined for the active products. It is used for receipt to stock as a default value, before the quality control measures the real potency. This field is accessible if the Stock management mode field (STOMGTCOD) is set to Potency managed. |
| Use this field to define a product code that can be used as an alternative for this product. This product can be displayed on the material issue slip or suggested if there is a shortage during manufacture (work order). Defining an alternate product results in the following checks:
If you enter an alternate product, version numbers are determined with respect to this new product. The Alternate product option is available from the action icon in the Ordered qty. field on sales order lines (Sales order function (GESSOH)). It is not available, however, if the order line has been allocated or partially delivered, billed, or prepared. |
| The description of the alternative product. |
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Serial no. management
| Use this field to control serial number management for this product. Select from the following serial number management methods:
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| Sequence number code which is used to automatically assign the serial numbers. |
Recontrol/Expiration
| Expiration management is subject to the EXY - Expiration management activity code. The calculation mode of the expiration date can be set up according to the following criteria:
This information, if defined at the category level, is used at the product level where the shelf life can also be specified. |
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When a lot in stock is to expire, a process is used to automatically change its status:
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Enter the expiration lead time for this product in days or months. This value is used in the calculation of the expiration date and use-by date (UBD) of a lot upon stock receipt. |
| Scroll-down list used to determine the time unit (day or month) associated with the previous field. |
| Type in the lead time of the new control to be used upon stock receipt. This value will be used to calculate the new control date based on the reference date. It is entered in days or months.
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| Scroll-down list used to determine the time unit (day or month) associated with the previous field. |
| When a lot in stock reaches a new control date, a process is used to automatically change its status:
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| The use-by date (UBD) conversion factor can only be accessed when the following conditions are met:
This conversion factor is used to calculate, in calendar days, the use-by lead time, based on the shelf life defined at the product record level. UBD lead time = Shelf life x UBD coefficient.
This UBD lead time is used to determine the use-by date of the product, based on its stock receipt date. UBD = Lot receipt date +UBD lead time Defining a UBD provides the customer receiving the lot with the guarantee that the use-by date of their goods is more or less distant from the expiration date. Example:
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| This field cannot be entered. It displays the use-by lead time calculated based on the UBD coefficient. |
| This field cannot be entered. The UBD lead time is always expressed in calendar days. |
Version management
| Management of versions is subject to the ECC - Product version management activity code. During the lifetime of a product, some of its characteristics can be modified. These modifications can be tracked back by activating version management. Version management can be initialized for the assigned product category then, provided the product has no stock, modified for individual products. |
| This field can only be accessed if versions are managed at the stock level. That is, the product is managed by lot and management of versions is activated. Select from the following:
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| Click on the arrow for direct access to the Versions management screen. |
| If major versions are managed for this product, use this field to assign the major version sequence counter to be used to automatically assign a code to each major version of this product. For example, each major version of this product can be identified by an alphanumeric code, A then B, then C, etc. |
| This field displays the current active major version code for this product (the major version code with an Active status). If no major versions are currently active, this field displays the code of the last major version with a Stoppedstatus. If only versions with a Prototype status exist, the version number is not displayed. |
| This field contains the status of the major version displayed. |
| If major and minor versions are managed for this product, use this field to assign the minor version sequence counter to be used to automatically assign a code to each minor version of this product. For example, each major version of this product can be identified by an alphanumeric code, A then B, then C, etc. with minor versions identified by a numeric code, 01, 02, 03, etc. |
| This field displays the current minor version code for this product. |
| Select this check box if routings for this product can be version-managed. This check box is only available when a sequence number of a major version (Major sequence field) has been defined for this product and if a major version is displayed. Select this check box to manage (major and minor) routing versions independently of any stock version or bills of materials (BOM) for this product. Leave this check box clear if you do not require routing versions for this product.
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Costs
| Cost calculations are used to break down material costs. Use this field to define which field (subtotal) the material cost for this product must be posted.
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Project
| Use this field to assign this product code to a specific cost type. Cost types are used in Project management. In a product context, a cost type defines the types of product that can affect a project such as the purchase of raw materials.
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Food allergens
| This field is subject to the FOA - Food allergens activity code. It displays the allergen associated with this product. The product category determines the options available.
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| This field is subject to the FOA - Food allergens activity code. It is used to display the allergen total date. It is updated when modifications are applied to the allergens linked to the product. |
| This field is subject to the FOA - Food allergens activity code. It is used to display the allergen total BOM. It is updated when modifications are applied to the allergens linked to the product. |
Dangerous goods
| If necessary, enter or select the UN number of the product. This number always contains four characters. It identifies a type of dangerous goods which transportation is subject to regulations. This number is used in the electronic invoicing system SAFT-PT. |
Presentation
You use this section to reference all product units: the (mandatory) stock unit and the associated label format, the weight unit, statistical unit and EU unit.
For those units other than the stock units, you must define a conversion factor with the stock unit.
For the default sales unit, specify whether the conversion factor for this unit with the stock unit can be modified on entry of a sales order.
When the purchase unit and its conversion factor are defined, this information should not be modified once there are active purchase transactions. In fact, any modification could trigger conversion errors in active transactions.
The various units can be accessed based on the category type (purchased, manufactured, sold, etc.).
A Packing unit table is provided for 4 default packing units. It can be modified using the sizing code NPU (Number of Packing units). It contains the packing unit code, the conversion factor for this unit with the stock unit, a changeable Yes/ No indicator, a label format and an indicator defining the unit management when a stock issue represents a fraction of this packing unit.
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Fields
The following fields are present on this tab :
Units of measure
| This field indicates the product management unit in which are expressed:
This information is always displayed, regardless of the transaction used. It cannot be modified. |
| This field is subject to the UML - Link quantity in unit of measure activity code. Use this field to define the product density. Density is the mass of the product (measured in g (grams) or Kg (kilograms), for example) divided by its volume (measured in ml (milliliters) or cm³ (cubic centimeters), for example). |
| This fields corresponds to the format of the stock labels. |
| The weight unit. |
| Weight of a product stock unit, expressed in the displayed weight unit. |
| This field indicates the product volume unit. It is particularly used when distributing invoicing elements on the lines according to the prorata calculation of product volumes. |
| This field indicates the volume of a product stock unit in the volume unit displayed. |
| This is the purchase unit defined for the product-supplier combination, or for products that do not exist in the product-supplier record.
This purchase unit cannot be modified. It is used as the default value when entering an order, subcontract order or receipt. The supplier purchase unit is suggested by default when the product-supplier record exists. The purchase units are accessible depending on the type of category assigned.
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| Conversion factor used to calculate the quantity in stock units from a quantity entered in purchase units: Quantity in STK = Qty in PUR * conversion factor. This conversion factor can be accessed if the Purchase unit field (PUU) has been entered, and has a value different from the stock unit. It can be initialized using the conversion factor table if the combination exists. |
| The unit in which this product is sold. The sales price is attributed to this unit. This sales unit is also displayed by default in the Sales and Customer sections. The sales units are accessible depending on the type of category assigned. |
| Conversion factor used to calculate the quantity in stock units from a quantity entered in sales units: Quantity in STK = Qty in SAL * conversion factor. This conversion factor can be accessed if the Sales unit field (SAU) has been entered, and has a value different from the stock unit. It can be initialized using the conversion factor table if the combination exists. |
| Select this check box if modification of the conversion factor between the sales unit and the stock unit on sales transactions is authorized. |
| This unit is used for the calculation of statistics in quantity. It is used to carry out analyses with a unit that is common to all products, when the analysis criteria are of type customer or supplier, for example. |
| Conversion factor used to calculate the quantity in stock units from a quantity entered in statistical units: Quantity in STK = Qty in statU * conversion factor. This conversion factor can be accessed if the Statistical unit field (SSU) has been entered, and has a value different from the stock unit. It can be initialized using the conversion factor table if the combination exists. |
| This is the additional EU unit in which is expressed the quantity issued for the Customs Document File. |
| Conversion factor used to calculate the quantity in stock units from a quantity entered in additional EU units: Quantity in STK = Qty in EEU * conversion factor. This conversion factor can be accessed if the EU unit field (EEU) has been entered, and has a value different from the stock unit. It can be initialized using the conversion factor table if the combination exists. |
Grid Packing unit
| It is possible to specify a packing unit by supplier.
Only packing type units from the units of measure table can be selected. |
| Conversion factor used to calculate the quantity in stock units from a quantity entered in packing units: Quantity in STK = Qty in PAC * conversion factor. This conversion factor can be accessed if the packing Unit field (PCU) has been entered, and has a value different from the Stock unit field (STU). It can be initialized using the conversion factor table if the combination exists. |
| Select this check box if modification of the conversion factor between the packing unit and the stock unit on purchase orders or receipts is authorized. |
| This filed indicates the label format. |
| Use this field to define how to split stock lines during the unpacking process.
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Presentation
You use this section to define the accounting data (accounting code, tax levels, analytical dimensions) for this product.
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Fields
The following fields are present on this tab :
Accounting
| Use this field to specify the accounting code of the site. |
Use this field to specify the tax level. |
| Define the default value of the Sage Sales Tax (SST) tax code. This tax code is recognized by the Avalara system and is used to identify line types for fiscal purposes. |
Fixed assets
| This check box is used when the Fixed Assetsmodule is managed.
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Grid Analytical
| This table is populated automatically with the default dimension types associated with this product. |
| An analytical dimension is an element of the analytical chart of accounts on which accounting entries can be posted. |
Grid Asset group
| This column displays as many lines as there are legislations defined in the folder, making it possible to differentiate the product group code by legislation. |
| This field can only be accessed if the product is capitalizable. The definition screen of Fixed asset groups which can be accessed by right-clicking on the field, is used to: |
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Presentation
You use this section to define sales management rules for this product.
This section is only available for products that are sold (as defined by the assigned product Category).
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Fields
The following fields are present on this tab :
Sales data
| A sold product can be:
A flexible kit or a fixed kit directly defines a sales BOM. |
| This is the sales unit defined for this product (in the Units of measure section). |
| This information is used to replace a product from a certain date. During the entry of a product that should be substituted, the product code entered will automatically be replaced by the substitution product specified here. If you enter a substitution product, version numbers will be determined with respect to this new product. |
| This field indicates the substitution product. |
| This is the date from which the substitute product will replace the current product in a sales document. |
Quantities
| This is the tolerance percentage below which the order line will be closed in the case of a partial delivery. |
| This is the minimum quantity expressed in the sales unit that can be entered on a sales order.
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| Maximum quantity of order, in sales units. |
Invoicing
| This field can only be accessed when the following conditions are met:
Use this field to enter an Invoicing term. This information is optional. This information is used as the default invoicing term on the sales order lines when the header invoicing term is not entered and cannot be used to initialize the invoicing term on order lines. |
Price
| This field is used when entering a sales transaction if no price list has been defined, or if the price list search has been unsuccessful.
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| This field is only accessible if the Price origin field (BASPRIORI) is set to Purchase price %. It is used to specify what percentage is to be applied to the base purchase price specified in the Purchasing section in order to obtain the base sales price. |
| This field can only be accessed when the Price origin field (BASPRIORI) is set to Entered. Indicates the tax-exclusive base price of the product. This price is used as the sales price if no price list has been able to determine the gross price in the sales document. This amount is expressed in the company's management currency to which the default site is associated for the Common data management. This setup is carried out at the level of the function profile assigned to the user.
If no site is entered at the function profile level, the amount is expressed in the folder currency. |
This amount is expressed in the company's management currency to which the default site is associated for the Common data management. This setup is carried out at the level of the function profile assigned to the user.
If no site is entered at the function profile level, the amount is expressed in the folder currency. |
| This is the margin percentage below which it is not possible to descend during sales document entry. |
| This theoretical price is for information only. This amount is expressed in the company's management currency to which the default site is associated for the Common data management. This setup is carried out at the level of the function profile assigned to the user.
If no site is entered at the function profile level, the amount is expressed in the folder currency. |
| This is the minimum selling price that can be entered for this product on a sales document. This amount is expressed in the company's management currency to which the default site is associated for the Common data management. This setup is carried out at the level of the function profile assigned to the user.
If no site is entered at the function profile level, the amount is expressed in the folder currency. |
Miscellaneous
| This is the number of months of warranty for the product after its shipment. |
| This information is used to authorize the loans for a customer for a product. |
| When a product is defined as being managed by back-to-back order, the system will automatically provide the option to generate a back-to-back order during the creation of an order line.
The back-to-back order type submitted by default is dependent on:
In the event of a purchase back-to-back order, the system will determine that it is a direct back-to-back order (the supplier delivers the goods to the customer) when the quantity ordered is greater than the direct quantity (expressed in the product sales units). |
| Select this check box to specify that the last active version of this product must be preloaded by default in transactions referencing the Major version and Minor version. This setup can be individualized by customer. |
| This field contains the quantity (expressed in sales units) from which the direct order will be straightforward. |
| This check box indicates that a sales text exists for this product (via the Text / Sales action). The text will be used with sales transaction lines. |
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Presentation
You use this section to define information for the product that can be used by the Customer relation (CRM) module.
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Fields
The following fields are present on this tab :
Contract templates
| This field is used to activate all the automatic mechanisms of generation, the installed base tracking and the service contracts associated with the product when it comes to entering sales movement.
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| This field is used to indicate the Crystal Report document that will be used to print the warranty coupon in case of a direct sale. |
| This field is used to indicate the warranty applied during the loan of this product. |
| This field indicates if the product benefits from a warranty. |
| This field only concerns the products corresponding to the notion of a service contract. |
Block number 2
| It is possible to enter a point debit rule directly in a product record. |
| This option is used to block the tree of rules for debiting points during the analysis of a service request coverage. |
| This field is used to indicate the number of tokens that a customer can accumulate for each order for this product. |
| This unit is used to value the number of tokens that a customer can credit to each order for this product. |
BOM
| This field is used to associate a BOM designed with after-sales use. |
Consumption type
| This field is used to segment the product catalogue into large product categories. Product type = OtherThis is in general a product having a physical existence.
Product type = Spare partThis is a product possessing a physical existence that is either sold to the customer as an accessory or consumed by after-sales technicians for maintenance or repairs.
Product type = LaborThis product type corresponds to the provision of a service.
Product type = Task expensesThis type is used to isolate from the product catalogue the task expenses that can be invoiced to the customers. Product type = Service contractThis product type corresponds to generally to maintenance contracts that can be invoiced. |
| This field only concerns products managed in stock. |
| All item of the type labor MUST contain a unit for each of the following three notions:
These three pieces of information are essential to the conversions carried out by the automatic records of service requests time stamp. |
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| All item of the type labor MUST contain a unit for each of the following three notions:
These three pieces of information are essential to the conversions carried out by the automatic records of service requests time stamp. |
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Presentation
You use this section to define sales management rules for specific customers for this product.
This section is only available for products that are sold (as defined by the assigned product Category).
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Fields
The following fields are present on this tab :
| This field is used to enter the code used to identify the customer. It can be entered directly or selected from the Customer table. |
Customer data
| This is the code and the Company Name of the customer being viewed. |
| Reference of this product for the customer. |
| Description of this product for the customer. |
| This field indicates whether the customer referenced is a customer of the group or not. |
Sales
| This field indicates the sales unit of the product for this customer. |
| Conversion factor used to calculate the quantity in stock units from a quantity entered in sales units: Quantity in STK = Qty in SAL * conversion factor. This conversion factor can be accessed if the Sales unit field (SAU) has been entered, and has a value different from the stock unit. It can be initialized using the conversion factor table if the combination exists. |
| This field is used to define a first packing unit, usually requested by the client. |
| Conversion factor used to calculate the quantity in sales units from a quantity entered in packing units: Quantity in SAL = Qty in PAC * conversion factor. This conversion factor can be accessed if the packing Unit field (PCU) has been entered, and has a value different from the Sales unit field (SAU). It can be initialized using the conversion factor table if the combination exists. |
| This field is used to define a second packing unit, usually requested by the client. |
| Conversion factor used to calculate the quantity in sales units from a quantity entered in packing units: Quantity in SAL = Qty in PAC * conversion factor. This conversion factor can be accessed if the packing Unit field (PCU) has been entered, and has a value different from the Sales unit field (SAU). It can be initialized using the conversion factor table if the combination exists. |
Packaging
| This field displays the packaging usually used to deliver the products to the customer. |
| It is the the number of products, expressed in sales units, that the package can contain. |
Expiration
| The use-by date (UBD) conversion factor can only be accessed when the following conditions are met:
This conversion factor is used to calculate, in calendar days, the use-by lead time, based on the shelf life defined at the product record level. UBD lead time = Shelf life x UBD coefficient.
This UBD lead time is used to determine the use-by date of the product, based on its stock receipt date. UBD = Lot receipt date +UBD lead time Defining a UBD provides the customer receiving the lot with the guarantee that the use-by date of their goods is more or less distant from the expiration date. Example:
Example 2 with UBD defined for the client:
Lot B
During the allocation:
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| This field cannot be entered. It displays the use-by lead time calculated based on the UBD coefficient. | ||||
| This field cannot be entered. The UBD lead time is always expressed in calendar days. |
Miscellaneous
| This check box indicates that a sales text exists for the product/customer combination. The text will be used with sales transaction lines. |
| This check box indicates that a preparation text exists for the product/customer combination (via the Text / Pick ticket action). The text will be used on picking tickets and delivery notes. |
| Select this check box to specify that the last active version of this product must be preloaded by default in transactions referencing the Major version and Minor version. The default value for this check box is the same as the check box in the Sales section. |
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Action icon
Click the Sales (Text / Sales) action to view, enter or modify text associated with this customer/product combination. This text is used in sales transactions and customer reports.
Click the Pick ticket (Text / Pick ticket) action to view, enter or modify sales preparation text associated with this customer/product combination. This text is used in picking notes, packing slips and internal reports.
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Presentation
You use this section to define purchasing management rules for this product.
This section is only available for products that are purchased (as defined by the assigned product Category).
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Fields
The following fields are present on this tab :
Purchasing
| Horizon for which the firm delivery requests must be carried out (based on a week, month or other unit). |
| Unit of time in which the firm horizon will be expressed. |
| This is the period, expressed in number of days, weeks or months, during which the provisional delivery requests can be completed. |
| Unit of time in which the planning horizon will be expressed. |
| For purchasing
This information is used for the calculation of net requirements only in order to calculate the start date of sub-contract operation suggestions when the product does not have a product-site record. For an order direct creation or a purchase request |
| The purchasing leads are always expressed in calendar days. |
| This is the tolerance percentage used during the receipt of goods. It is used to determine if the associated order line should be closed taking into account the remaining quantity to be received. |
| Use this field to specify the match code for a given product. Reminder: The Three-way match is a reconciliation process used to validate the payment of an invoice, with a minimum and a maximum tolerance threshold. The reconciliation is carried out:
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| Select this check box to prevent receipt of this product if it is not managed in stock. |
| Select this check box to specify if this product must be the object of a purchase request before being ordered. |
| Select this check box to specify that the last active version must, by default, be preloaded when this product is received into stock. This setup can be refined by supplier. |
| This check box indicates that a purchasing text exists (via the Text / Purchasing action). The text will be used with purchase transaction lines. |
Managers
| Operator in charge of performing the production planning or product ordering. |
| It is the operator in charge of replenishing the product from the considered site. |
Price
| This field displays the purchase unit defined in the Units of measure section. |
| This is the base purchase price of the product. This amount is expressed in the company's management currency to which the default site is associated for the Common data management. This setup is carried out at the level of the function profile assigned to the user.
If no site is entered at the function profile level, the amount is expressed in the folder currency. |
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| The management of landed costs makes it possible to quantify the routing costs of the goods ordered from a supplier and to allocate them to the products upon order, receipt or invoice. These costs are used for the calculation of the purchase cost and stock cost.
Only one method can be used, the choice of this method is performed at the level of the product management. Use this field to enter the conversion factor to be included in the calculation of the purchase cost and stock cost. When adding a new supplier, the entered value is used to load, by default, the landed cost conversion factor for the product-supplier record.
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| The management of landed costs makes it possible to quantify the routing costs of the goods ordered from a supplier and to allocate them to the products upon order, receipt or invoice. These costs are used for the calculation of the purchase cost and stock cost.
Only one method can be used, the choice of this method is performed at the level of the product management. Use this field to enter a fixed cost per unit, expressed in the same currency as the Base price, that will apply to the purchase unit of this product, defined in the Units of measure section. The value entered must be a positive value. When adding a new product, the default value is the fixed cost per unit defined for the assigned product Category. When adding a new supplier, the entered value is used to load, by default, the fixed cost per unit for the product-supplier record.
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| The management of landed costs makes it possible to quantify the routing costs of the goods ordered from a supplier and to allocate them to the products upon order, receipt or invoice. These costs are used for the calculation of the purchase cost and stock cost.
Only one method can be used, the choice of this method is performed at the level of the product management. Use this field to enter or select a Cost structure to be included in the calculation of the purchase cost and stock cost. For new suppliers, this field inherits, by default, the cost structure recorded for the assigned product Category. It can be modified.
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You use this section to set purchase management rules for this product and for the registered suppliers. You can specify a default supplier, if the supplier is blocked, if it is a back-to-back order supplier, etc. These rules are used for the supply planning as well as for purchase transactions.
You are advised not to change the purchase unit and unit conversion factor once set, once there are active purchase transactions for this product and supplier.
You can customize these management rules for each site in order, for example, to specify a default supplier by site. This setting is performed at the product-site record level.
This section is only available for products that are purchased (as defined by the assigned product Category).
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Fields
The following fields are present on this tab :
| Use this table to declare each supplier of the product, on each line: 1/ Enter or select the associated code from the list of active suppliers. You can also create a new supplier: click the Actions icon to access the supplier record, according to your authorizations. The other data in the table cannot be entered. 2/ Below the table, enter the various fields relating to the management of this product for this supplier. Once these fields have been entered, you can at a glance view the full list of the possible suppliers for this product: What is the priority level for each supplier? Which is the default supplier? Which is the default back-to-back order supplier? Is this a blocked supplier? A back-to-back order supplier? In the supply plans and on document entry in the purchasing flows, the type of control performed on the referencing of the product with the supplier is dependent on the value of the ITMBPS - Supplier referencing parameter (ACH chapter, REF group). |
| This field displays the priority level assigned to the supplier: the closer to zero the value, the more priority the supplier is given. The zero value represents the highest priority. |
| This field specifies in the supply plans as well as upon document entry in the purchasing flows whether the supplier:
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| Select this check box if this supplier is a back-to-back supplier. |
| Select this check box if this supplier is a default supplier for this product. When entering the supply plans and purchase entry transactions, the supplier priority level is cross-referenced with the blocking level to determine the default supplier for this product.
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| Select this check box if this supplier is a default back-to-back order supplier for this product. When generating a back-to-back purchase order and during bulk generation of back-to-back orders, the supplier priority level is cross-referenced with the blocking level to determine the default back-to-back order supplier for this product.
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Supplier identification
| Use this field to define the code of the supplier for this product. |
| Use this field to define the product code this supplier uses for this product. The supplier product code can be used when raising a purchase order for this product. The system will replace the supplier product code for this product code automatically. |
| The description of product this supplier uses for this product. |
| Use this field to define the universal product code, or barcode this supplier uses for this product. |
Management
| Specify whether the following rules are applied in the supply plans as well as in purchase transaction entry:
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| Enter the priority level assigned to the supplier: the closer the value is to zero, the higher the supplier priority level. Zero is the highest priority. This information is used to sort out suppliers in some selection windows. In some functions, the default supplier is also determined by cross-referencing this priority level with the blocking level applied to the Product-supplier combination. |
| Select this check box if this is a potential supplier for the back-to-back order. |
| This field is subject to the Exchange of goods declaration (Intrastat). This conversion factor is used in the Intrastat declaration for the exchange of goods. It is used in supplier invoices and applied to the fiscal value of the product line to obtain the statistical value. |
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| Use this field to specify a match code for a given product/supplier. Reminder: The Three-way match is a reconciliation process used to validate the payment of an invoice, with a minimum and a maximum tolerance threshold. The reconciliation is carried out:
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Purchasing
| It is the specific purchase unit of a supplier for this product. |
| This is the minimum quantity, expressed in purchase unit, below which the supplier orders can be subject to a control. |
This field recalls the purchase unit for this supplier according the purchase minimum quantity. |
| Conversion factor used to calculate the quantity in stock units from a quantity entered in purchase units: Quantity in STK = Qty in PUR * conversion factor. This conversion factor can be accessed if the Purchase unit field (PUU) has been entered, and has a value different from the stock unit. It can be initialized using the conversion factor table if the combination exists. |
| Select this check box to specify that the last active version must, by default, be preloaded when a receipt is entered for this product. When creating this product record this check box defaults to the same value as the Version preloading check box in the Purchasingsection. |
| It is possible to specify a packing unit by supplier.
Only packing type units from the units of measure table can be selected. |
| Conversion factor used to calculate the quantity in purchase units from a quantity entered in packing units: Quantity in PUR = Qty in PAC * conversion factor. This conversion factor can be accessed if the packing Unit field (PCU) has been entered, and has a value different from the Purchase unit field (PUU). It can be initialized using the conversion factor table if the combination exists. |
| Conversion factor used to calculate the quantity in stock units from a quantity entered in packing units: Quantity in STK = Qty in PAC * conversion factor. This conversion factor can be accessed if the packing Unit field (PCU) has been entered, and has a value different from the Stock unit field (STU). It can be initialized using the conversion factor table if the combination exists. |
Quality
| Grade given to the supplier for quality compliance for this product. |
| This code is used to define whether this product must be controlled on receipt into stock.
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| If the quality control is periodic, this field is used to enter the frequency of controls for this product and this supplier. |
| Number of entries carried out since the latest control. |
| The quality control process for the product can be described via a technical record, to be chosen from the technical record table. These records contain text descriptions, but also a set of questions and answers used to carry out statistical analyses concerning the quality control results. |
Landed costs
| The management of landed costs makes it possible to quantify the routing costs of the goods ordered from a supplier and to allocate them to the products upon order, receipt or invoice. These costs are used for the calculation of the purchase cost and stock cost.
Only one method can be used, the choice of this method is performed at the level of the product management. Use this field to enter a conversion factor to be included in the calculation of the purchase cost and stock cost. This value must be greater than 1. For any new supplier, the default value for this field is the landed cost conversion factor from the Purchasing section.
Since the different landed costs and especially the routing costs can vary according to the storage site, it is possible to enter, for each product-supplier, different landed costs for each storage site. You can enter these values directly in the Suppliers section in the Products-sites function (GESITF). You can also enter these values via the Landed costs-supplier-site icon or using the Landed costs-site function (GESSTCITF). |
| The management of landed costs makes it possible to quantify the routing costs of the goods ordered from a supplier and to allocate them to the products upon order, receipt or invoice. These costs are used for the calculation of the purchase cost and stock cost.
Only one method can be used, the choice of this method is performed at the level of the product management. Use this field to enter a fixed cost for each unit. This value must be greater positive. For any new supplier, the default value for this field is the supplier purchasing unit from the Purchasing section. This amount is expressed in the company's management currency for the default site. This setup is carried out at the level of the function profile assigned to the user. It refers to the display currency. The amount is stored in the folder currency, with the conversion from the average monthly exchange rate.
Since the different landed costs and especially the routing costs can vary according to the storage site, it is possible to enter, for each product-supplier, different landed costs for each storage site. You can enter these values directly in the Suppliers section in the Products-sites function (GESITF). You can also enter these values via the Landed costs-supplier-site icon or using the Landed costs-site function (GESSTCITF). |
| The management of landed costs makes it possible to quantify the routing costs of the goods ordered from a supplier and to allocate them to the products upon order, receipt or invoice. These costs are used for the calculation of the purchase cost and stock cost.
Only one method can be used, the choice of this method is performed at the level of the product management. Use this field to enter a cost structure used in the calculation of the cost price. You can enter this value manually or, from the Actions icon, you can click Selectionor Cost structure (to access the Cost structure function (GESSTC)).
Since the different landed costs and especially the routing costs can vary according to the storage site, it is possible to enter, for each product-supplier, different landed costs for each storage site. You can enter these values directly in the Suppliers section in the Products-sites function (GESITF). You can also enter these values via the Landed costs-supplier-site icon or the Landed costs-site function (GESSTCITF). |
| Click this icon to enter, for each product-supplier, different landed costs for each storage site. You can also enter these values directly in the Cost section in the Products-sites function (GESITF) or using the Landed costs-site function (GESSTCITF). |
Subcontract
| This field is used to enter the reference of a default sub-contract BOM code for this product and this supplier. |
| This field is used to enter the sub-contract lead-time by default for this product and supplier.
If no lead time is associated to the service, the lead time of the subcontracted product is used, in the following priority order:
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Action icon
Click the Purchasing(Text / Purchasing) action to view, enter or modify text associated with this supplier/product combination. This text is used in purchasing transactions and supplier reports.
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You use this section to classify this product by assigning a list of common identifiable characteristics defined specifically for your manufacturing processes. For example, if this product is a bicycle frame that is sprayed a color as part of the manufacturing process of assembling a bicycle, you use this section to classify this product by assigning an attribute that applies to color or paint, and the specific color that applies to this particular product you assign as an attribute value. Both the attribute classifications, and the attribute values you assign are customized attributes that are specific to your organization. The attribute classifications are used in a product - attribute matrix which supplies data to your web scheduling solution to optimize production times.
Attributes are only used with your web scheduling solution. They are not used with work orders or Production Scheduler. Finite scheduler is a generic interface that provides an integration connector, developed by Sage, to connect to Sage X3 Web Scheduling or to any web scheduling solution developed by an ISV (independent software vendor) for either cloud or on-premises solutions.
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Fields
The following fields are present on this tab :
| Use this field to identify a standard classification, or characteristic of this product that can be referenced by your web scheduling processes. For example, if this product is painted during your manufacturing process, an attribute classification might be "PAINT" or "COLOR". |
| This field identifies the standard characteristic that you have assigned to this product as an attribute. |
| Use this field to identify an individual characteristic of the attribute classification that applies to this product. For example, if your company manufactures bicycles and the attribute classification is COLOR, this attribute value is the color used in the manufacturing process with this product, such as "BLACK" or "RED". |
| This field identifies the individual characteristic of this attribute classification that you have assigned to this product. |
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By default, the following reports are associated with this function :
ITMFORM : Product information by site
ITMMASTER : Product master listing
ITMMASTERB : Master items/category
This can be changed using a different setup.
Click the Product-site action to create, inquire upon and update data associated with this product at a specific site. |
Click the Sales price action to view the lines from the active sales price lists that apply to this product. |
Click the Purchase price action to view the lines from the active purchase price lists that apply to this product. |
Click this action to enter or modify a purchasing text for this product. This text can then be used with purchase transactions for this product.
When a purchasing text exists, the Purchase text check box in the Purchasing section is selected.
Click this action to enter or modify a manufacturing text for this product. This text can then be used with manufacturing transactions for this product.
When a manufacturing text exists, the Production text check box in the Identification section is selected.
Click this action to enter or modify a sales text for this product. This text can then be used with sales transactions for this product.
When a sales text exists, the Sales text check box in the Sales section is selected.
Click this action to enter or modify a picking ticket text for this product. This text can then be used with picking tickets for this product.
When a text picking text exists, the Picking text check box in the Identification section is selected.
Click this action to access the installed base in order to view the list of the installed base created from a product record.
Click this action to access the quote lines inquiry for the selected product.
To display the lines, you must add filters on customers and customer groups.
Click this action to access the order lines inquiry for the product.
To display the lines, you must add filters on customers and customer groups.
Click this action to access the delivery lines inquiry for the product.
To display the lines, you must add filters on customers and customer groups.
Click this action to access the invoice lines inquiry for the product.
To display the lines, you must add filters on customers and customer groups.
Click this action to access the return lines inquiry for the product.
To display the lines, you must add filters on customers and customer groups.
Click this action to access the purchase request lines for the product.
To display the lines, you must add filters on suppliers and supplier groups.
Click this action to access the order lines inquiry for the product.
To display the lines, you must add filters on suppliers and supplier groups.
Click this action to access the receipt lines inquiry for the product.
To display the lines, you must add filters on suppliers and supplier groups.
Click this action to access the invoice lines inquiry for the product.
To display the lines, you must add filters on suppliers and supplier groups.
Click this action to access the return lines inquiry for the product.
To display the lines, you must add filters on suppliers and supplier groups.
Click this action to access the Subcon. consumption inquiry.
To display the lines, you must add filters on suppliers and supplier groups.
Click this action to access the production tracking inquiry.
Click this action to access the Material consumption tracking inquiry.
Click this action to access the cost price inquiry.
Click this action to access the Production cost history inquiry.
Click this action to access the WO list inquiry for this product.
Click this action to access the stock by site inquiry.
Click this action to access the available stock inquiry.
Click this action to access the stock by date inquiry.
Click this action to access the Stock transactions inquiry.
Use this action to automatically create product-site records from the default values of the product category or categories/sites if any.
Use the table to select the sites for which the Product-site records must be created. Only those sites that do not have any associated records are listed. It is possible to exclude or include all the sites.
If your file contains only a single site, the product-site record is generated automatically. You do not have to use this action.
Click this action to access the commercial BOM for the product.
Click this action to access the production BOM for the product.
Click this action to access the subcontract BOM for the product.
Click this action to directly access the Production slip function.
Click this action to display the Component where used of the product for all the codes, with the current date as the reference and in multi-level processing mode.
Click this action to identify some products that are available on the market and that share a sufficiently large number of characteristics with the current product to be considered as competitor products
The associated products are chosen from a list of competitor products defined in the corresponding function, where it is also possible to create new competitor products.
Click this action to view the rule about the point debitsassociated with the product record. If there is no rule, you can set up one.
Click this action to access the standard cost inquiry.
Click this action to access the revised standard cost entry function.
Click this action to access the budget standard cost entry function.
Click this action to access the simulated standard cost entry function.
In addition to the generic error messages, the following messages can appear during the entry :
This message only appears when creating or copying the record. The product code that you have attempted to create already exists.
This message only appears when searching for a record. The entered product code does not exist.
The entered code does not exist. You can jump to the Product categories function (GESITG) to create the code.
When the product reference is determined by a sequence number counter (specified in the product category), the Product field cannot be entered.
The access code (administrator or quality operator) does not exist.
The end-of-life date comes before the start-of-life date.
The statistical group code does not exist. You can jump to the miscellaneous table to create the group.
The customs reference code does not exist. You can jump to the EU commodity codes function (GESINO) to create the code.
A not managed in stock product category has been chosen (phantom, generic, sub-contractor). The Management section cannot be updated.
The sequence number counter code does not exist.
The replacement or substitution product code does not exist.
The search of substitution/replacement products reveals that the product that is being modified is itself a substitution/replacement product for one of the products in the list. There is a loop.
The technical record sheet does not exist.
The unit of measure code does not exist. You can jump to the Units of measure function (GESTUN) to create the unit.
The accounting code does not exist.
The tax level does not exist in the Tax level - product miscellaneous table.
The analytical dimension does not exist in the Analytical dimensions table.
The packaging code does not exist. You can jump to the Packagings function (GESTPA) to create the code.
The customer code does not exist in the Customer table.
The buyer code entered does not exist in the user table. You can jump to the Users function (GESAUS) to create the user.
The transaction code entered does not exist.
The supplier code does not exist in the Supplier table.