Products-sites

The product categories are used to classify and filter the products according to their use. This step makes it possible to refine the selection prior to carrying out the adjustment process. This code is used in the Product record to enable selections.

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:

• If the product category Creation method is set to Direct, the product status will be Active.
• If the product category Creation method is set to With validation, the product status submitted by default will be In development.

Impact of the product status in the sales and purchase modules

Sales

• An Active, product can be entered and selected in all sales documents.
• An In development, On shortage, Not renewed or Obsolete product can be entered (a warning message is displayed) in all sales documents but it will not be submitted for selection.
• A Not usable product cannot be entered (blocking message) or submitted for selection.

Purchases

• An Active product can be entered and selected in all purchase documents.
• An In development, On shortage, Not renewed or Obsolete product can be entered (a non-blocking warning message is displayed) in all purchase documents but it will not be submitted for selection.
  Upon receipt of the product, an order or a delivery can be selected.
  A product with an In development status can be entered on a request for quote.
• A Not usable product can be entered in the following documents (a warning message is displayed) but will not be submitted for selection:
• Purchase orders
• Contracts
• Buyer plan
• Planning workbench: generation of orders or delivery requests only.
• Enterprise planning: generation of orders or delivery requests only.
• Grouping workbench: the orders for products with this status have the suffix "-".
• Purchase invoices.

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:

• Active: The product is available in all the processes.
• In development
• On shortage: The product does not appear in search results, but it can be used by directly entering its code. A non-blocking warning message appears. If the product category creation method is With validation, the status cannot be accessed and its value is forced to the In development value.
• Not renewed
• Obsolete
• Not usable: The product does not appear in search results and cannot be used in scripts. It can however be used in purchase invoices, by directly entering its code. In that case, a non-blocking warning message is displayed.

Non blocking and blocking messages according to the context and status:

• Context - Input
• Non-blocking message: In development, On shortage, Not renewed, Obsolete.
• Blocking message: Not usable.
• Issues - BOMs
• Non-blocking message: Not renewed, Obsolete, Not usable.
• Work order (component)
• Non-blocking message: In development, On shortage.
• Blocking message: Not renewed, Obsolete, Not usable (product not returned).
• Work order (parent product)
• Non-blocking message: In development, On shortage.
• Blocking message: Not renewed, Obsolete, Not usable.
• Sales order
• Non-blocking message: In development, On shortage, Not renewed, Obsolete.
• Blocking message: Not usable.
• Purchase order
• Non-blocking message: On hold.
• Blocking message: In development, Not renewed, Obsolete, Not usable.
• Assembly - On shortage
• Compound assembled:
• Non-blocking: In development, Not renewed, Obsolete.
• Component:
• Non-blocking: In development, Not renewed, Obsolete.
• Disassembly - On shortage
• Compound assembled:
• No message: In development, Not renewed, Obsolete.

Product reference
The product reference is the "first" component of the product-site identifier.

Enter or select the storage site where the selected product is active.

The Selection icon (magnifying glass) only suggests products that are referenced in the products-sites table.

This field indicates the product management unit in which are expressed:

• The stock
• The standard price
• The BOM link quantity, etc.

This information is always displayed, regardless of the transaction used. It cannot be modified.

Use this field to define how stock of this product is managed:

• Not managed: This product is not managed in stock. It is a service or a general purchase, for example.
• Managed
• Potency managed: A management rule is applied. Management of quantities in stock requires an active quantity and a physical quantity.

Select this checkbox to indicate that this product is taken into account in the packing.
This information can be defined at the product category level and then modified at the product-site level.

This field is used to specify whether the stock needs to be displayed in the parcels (Lot, Serial number, Status, etc.)

Select this checkbox so serial numbers are taken into account in the packing.

This checkbox can only be accessed if:

• The serial numbers are managed in Global receipt & issue mode.

• The Stock detail checkbox is selected.

Code on 3 alphanumerical characters.

Enter the packaging in which the product is to be delivered.
This code is used for automatic packing.
The user can open the selection window in the packaging table or create a new one via the tunnel.

It is the number of products, expressed in sales unit, that the packaging can contain.
This value is initialized by default with the quantity entered in the product-site record.

The ABC category allows the classification of products with regard to their importance to the turnover or to the stock for example.
The ABC category is used as a selection criterion in the stock count lists.
Values between “A” and “D” can be entered manually or by update from the ABC statistical analysis, which can be set up. At the time of creation, the product is not associated with any statistical data and is classified in category “D” by default.

Use this field to specify the frequency of counts for products in this category:

• Annual count
• Cycle count
• Not counted: This option is only available for selection for products that are not managed in stock.

The stock issue mode can be defined at category level, then refined by site category.
It is necessary to specify, for the product, when it is defined as material for a finished or semi-finished product:

• whether it has to be consumed upon tracking the work order (immediate consumption),
• or whether it can be consumed upon closing the work order (post-consumption).

Two parameters from the material tracking transaction are associated with the issue mode: upon material tracking, it is possible to filter the materials to be proposed for consumption in the transaction (post consumption / immediate / all stock issue in the materials tab in the tacking transaction).

These parameters are:

• Immediate: in the tracking transaction, it is possible to impose a detailed entry of the material consumption (parameter Strict manual issue).
• Post consumption: the products will be consumed upon closing the work order. They can be excluded from the manual material issue entry on WO.
• No management: for a product not managed in stock.

This field is subject to the LPN—License plate no. management activity code.
Select this checkbox to enable location management. This management is only possible if locations are managed.

This information is defined by default at product category level. It can be modified.
If this checkbox is selected, you can:

• Specify a default container
• Access the table used to draw up the list of containers associated with this product-site

This field is subject to the LPN—License plate no. management activity code.

This field can only be entered if the Container management checkbox is selected.

Enter the default containers that you want to use when you create license plate numbers on the fly during a stock entry for this product-site. This default container needs to belong to the list of containers defined in the Container table.

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.

 The new control date cannot extended beyond the limit date of lot use.

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:

• A: The status of this product moves to Q or R when the new control date is reached.
• Q: This product can be controlled on expiry, for a potential date extension or rejection.
• R: When this product reaches its new control date it is rejected.

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.

The use-by date (UBD) conversion factor can only be accessed when the following conditions are met:

• Expiration is managed for the product.
• Expiration management (Management field (EXYMGTCOD)) is not based on a rounded value (start or end of the month).

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.

  The value of the conversion factor needs to be between 0.1 and 1. The UBD cannot exceed the expiration date.

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:

• Shelf life = 2 months (60 days)
• UBD coefficient = 0.5
• UBD lead time = 30 days
• UBD = receipt date + 30 days

A UBD conversion factor can be entered in the product record, in the product-site record and in the customer-product record. The UBD conversion factor entered in the customer-product record is used to determine the use-by date specific to one customer. In this case, when allocating a stock (order, stock issue, etc.), the UBD defined for the customer overrules the one defined for the product-site.

In creation mode, this value is initialized by default with the UBD coefficient entered in the Product record.

This field cannot be entered. It displays the use-by lead time calculated based on the UBD coefficient.
This lead time is expressed in calendar days.

This field cannot be entered. The UBD lead time is always expressed in calendar days.
UBD lead time = Shelf life x UBD coefficient.

This table lists all the location categories which have been defined for the Product category.
You can use it to set up the Location type and Location linked to the product-site by default, for each location category.

For each location category, you can specify the Location type that will be linked to the product-site by default. When a Location type is entered, it can be used in stock movements.
By default, the location type is the one entered for the Product category. You can modify it. You can enter a code with a generic character (*,#,!,?) or a code from the Location types table.

For each location type, you can specify the Location that will be linked to the product-site by default. When a location is entered, it can be used in stock movements. However, the LOCSUG—Suggested locations parameter (STO chapter, MIS group) needs to be set to Based on product setup.

The location suggested by default is the location entered at the Product category level. You can modify it. You can enter a code with a generic character (*,#,!,?) or a code from the Locations table. If the location is of a dedicated type, an assignment needs to be established for this product.

This grid is subject to the LPN—Internal container management activity code. It can only be accessed if the Container management checkbox is selected.
Enter the list of containers that you want to use when you create container identifiers on the fly during a stock entry for this product-site.
At least one line needs to be entered for the creation on the fly to be authorized.
Only "internal" containers can be selected.

Select the unit associated with the container. You can select either the stock unit or the packing unit defined for the product.

Enter the quantity of possible units for this container.
This information is used to control the capacity when you create containers on the fly during a stock entry for this product-site.
Such a creation will not be authorized by default.

This code is used to define whether this product needs to be controlled on receipt into stock.
The assigned product Category determines the initial control value for the product-site record and the supplier-stock record. The supplier-stock record value provides the default value for purchase orders.

• No control: The control is based on the management rules. It can be modified manually.
• Non-changeable control: Quality control is mandatory for stock receipts. Q is the only valid status.
• Changeable control: For a miscellaneous receipt into stock, the quality status is initialized to the value Q. This status can be changed to A or R.
  The quality control code can also be defined at the purchase order level.
  • If in the order quality control is set to "Yes", quality control is mandatory and the receipt has one of the sub-statuses Q* defined in the product management rule for receipt movements.
    If no sub-status is defined, the status cannot be entered at the time of receipt.
  • If in the order quality control is set to "No", quality control is not mandatory.
    At the time of receipt, A is suggested as the default status. This can be changed to one of the statuses defined in the receipt movement rule for this product.
• Periodic control: This control is automated according to the number of receipts for this supplier and this product. The stock status can still be modified during entry.

If the quality control is periodic, then this field is used to enter the frequency of the controls.

Number of entries carried out since the latest control.
This total is reinitialized at each control. When a periodic control is carried out for the supplier-product pair, the total of entry number carried out on the product-site record is also reinitialized.

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.

Use this field to allow or prohibit access to this product by a quality control operator. The user can only modify the status of a product and execute quality control if the access code defined on their user profile permits modification.

Use this field to define the sampling mode:

• None:Sampling has not been planned for.
• Single:A single sample is controlled.

This field indicates the general control level of products. The AFNOR standard defines three control levels. Level 2 : recommended by the AFNOR standard, is the regular level delivered by Sage.

Reminder: The Acceptable Quality Level is the quality index of the manufactured products. It requires to pick a certain quantity of samples on a group of finished products, according to the AFNOR NF X06-021 and X06-022 standards. The AQL mathematically guarantees a potential maximum number of defective products defined by a determined units number. The lots of products are rejected if the number of defective parts exceeds the norm.

The AQL is calculated according to two criteria:

• the size of the sample (number of parts from the initial lot associated to the general level of approval), which indicated the sampling code
• the setups for approval and rejection of a lot, i.e. the value of the AQL.

 To determine the AQL, please see the documentation including the calculation tables.

Select the AQL. When entering the sampling, the section "Sample" brings back the size of the rejection and the approval limit according to the quantity entered and the size of the sample.

Use this field to define the sampling target:

• Global:The grouping is carried out by product.
• Lot:The grouping is carried out by product and lot.

Operator in charge of performing the production planning or product ordering.

Enter or select the code of the operator responsible for reordering the product on the selected site. This code is referenced in several scripts, such as the buyer’s plan, the supplier order entry, etc.

This field is subject to the DEBR activity code.
Use it to select the Federal state or region where the product was originally manufactured. The possible values contained in miscellaneous table 80—State/Region are filtered based on the legislation of the site.
This information, only required for specific legislations, is used when extracting the data used to draw up the Intrastat declaration.
When it is not entered, the information entered for the Product is used, if it is linked to the same legislation as the document being extracted.

This field displays the default value of the product category but it can be modified. The value is controlled by the legislation and site groupings, and it is used when generating new bill of lading detail lines.

This field displays the default value from the product category when creating new records but it can be overwritten. The value entered in this field is used when generating new bill of lading detail lines.

This field is available only if the KUS—Localization USA activity code and the USABOL—Bill of Lading parameter (LOC chapter, USA group) are set to Yes.

The fixed horizon (in leadtime unit) is used in the calculation of the Master Production Schedule (MPS) and Material Requirements Planning (MRP). It can be used to freeze the production plan on a given period: the suggestions used to cover the shortages located within this horizon are transferred onto the first period beyond this horizon.

These suggestions are subject to a specific marking in the MRP results and MPS results inquiries: in the Order column, the order code is followed by an asterisk (*).

Planning horizon lead-time unit (weeks, fortnights or months).

The request horizon, expressed in number of days, is used to calculate the projected stock: the available stock is calculated using the customer order book below this horizon, and the forecasts above this horizon.

Request horizon lead-time unit (weeks, fortnights or months).

Seasonality:This is an allocation curve used to create forecasts, based on a seasonality variation structure that can be parameterized. Seasonality curves are created in the seasonality table.

The loss percentage corresponds to the production or storage loss.

The production loss corresponds to the totaled loss generated for each routing operation.

This percentage is taken into account in the material requirements planning and in the work order management. it is used to calculate the quantity to be reordered to obtain the quantity to cover the requirement.

Use this field to define the reordering mode:

• Not managed: No reorder management.
• By MRP: Reorder calculated by the MRP requirements.
• By MPS: Reorder calculated by the MPS.
• By ROP: Reorder on threshold.
• By period: Reorder by periodic replenishment.

For a periodic reorder mode, indicate here the number of calendar days between two reorders.

The reorder policy is used to set up the calculation mode of suggestions in the MRP processing:

• Taking into account of the stock and stock under control.
• Triggering of the suggestion.
• Quantity calculation.
• Splitting of the calculated quantity.
  It needs to be chosen from the reorder policy table.

Coverage is an MRP parameter. If you need to define coverage, you need to express it in weeks.

With coverage expressed, you can work with changeable security and reorder lots depending on the order book, or on the forecasts recorded during the coverage period.

This suggestion type is used when running material requirements planning. It is used to define if the product has to be subject to:

• Intersite: a transfer
• Purchase
• Manufacturing: a production suggestion
• Subcontracting: a subcontract suggestion
• No suggestion

If the suggestion is of type Intersite, the reorder site needs to be specified in the Reorder site field (REFCY).

When the suggestion is of the type inter-site, this field serves to indicate the supplier site from which the replenishment needs to be carried out. The inter-site suggestion is coupled with a requirement at the replenishment site.

The security stock is used in the material requirements planning. It features an additional stock implemented to be able to face a longer deadline to obtain stock or a request higher than the average request.

The reorder treshold is used in the stock management on order. This is the stock level from which a reordering (or work order) is triggered. It is generally equal to the consumption sum during the reorder time, to which the security stock is added.

The maximum stock is taken into account in the reorder calculations.

Minimum reorder quantity
The minimum reorder quantity is used in the material requirements planning according to the selected reorder policy. It is submitted as the calculation quantity in the cost calculation. In general it represents:

• a production economical quantity
• a minimum order quantity imposed by the supplier

Lot size
The lot size is used in the MRP (Materials Requirements Planning) calculation. According to the reorder policy, the lot size lets you perform the following actions:

• Split a global suggestion into several lots (manufacturing constraint: vat size, etc.)
• Round up the requirement to the minimum quantity when the lot size is fixed (purchase constraint such as boxes of n units).
  For example:
  
• Production suggestion of 500 units, to be divided into 5 suggestions of 100 units
• Purchasing suggestion of 52 units with a lot size of 12: it is necessary to order 60 units

Select this checkbox if available physical stock of this product needs to be allocated to meet demand for a project.

Number of days corresponding to the production lead-time for a finished or semi-finished product. It is in general fixed for a given lot size, and is used to calculate the start date for the MRP suggestions.

The declining conversion factor (in percentage) of the reorder lead time is used to calculate the start date of the suggestions in MRP. It is used correct the reorder lead time proportionally to the replenishment, when the planned or suggested quantity is greater than a lot:

Corrected lead time = RL * [1 + (qty/lot - 1) * factor / 100] where RL = reorder lead time.

This conversion factor is generally used for manufactured products. The supplier lead time is an average lead time, rarely in proportion with the lot size.

The quality control lead-time (in number of days) is used in MRP: It is inserted between the requirement date and the suggestion end date to take into account the time necessary to carry out the quality control.

Total reorder lead time for the product, expressed in a number of days: it is the cumulated lead time of all BOM levels (taking into account the quality control lead times).
This field can be entered and exists only for information purposes.

Number of days corresponding to:

• the reorder lead-time for a purchased product,
• To the manufacturing lead-time for a finished or semi-finished product.

It is in general fixed for a given lot size, and is used to calculate the start date for the MRP suggestions.

Number of working days delay applicable for inventory control purposes. That is, the number of days before this product can be used, such as in a manufactured product, a purchase or before it can be shipped for a sale.

The assignment rule is used to create a link between a requirement (sales order, material requirement, etc.) and a resource (work order, purchase order, etc.).
This function, which can be accessed via a tunnel or a right click, makes it possible to specify the link to be created: if box "Direct order (1 to 1) mode" is ticked, the system will authorize the assignment of a sales order to a purchase order, for instance, but not the assignment of a sales order to several purchase orders (it needs to be 1 to 1).
This rule is applied upon requirement evolution (order update or creation).

If no rule is specified in this field, the rule specified in the DEFPTO—Assignment rule MTO parameter (STO chapter, SCH group) will be the one taken into account by default in the Automatic assignment, Automatic deassignment and WIP resynchronization functions.

Select this checkbox to deactivate the replanning of orders in process for the product concerned.

• Work order: in process if at least one production tracking exists.
• Purchase order: in process if partially received.

 This setup is taken into account if the corresponding setup in the requirements calculation setup has the value "according to product".

Select this icon to display a screen where you can:

• Enter information on the product as a note. This information can relate to product availability, additional or substitute products, or a promotional message.
  This information is available for inquiry in the functions that have been selected at the Note category level.
• Define a validity period for the note.
• Specify if the note needs to be displayed automatically.
• Create multiple notes for the same product, and indicate if they need to be displayed as a priority.

For further information, see the documentation on Notes.

The physical stock field is formatted according to the stock unit. It represents the total of the lots whose status has been set to A (approved).

The stock in quality control is formatted according to the stock unit. It represents the total of the lots whose status has been set to Q (currently in quality control).

The rejected stock is formatted according to the stock unit. It represents the total of the lots whose status has been set to R (rejected upon quality control).

In-transit stock corresponds to the stock total which has not yet been received on the current site from an intersite transfer.
Select the Magnifying glass icon to directly access the In-transit stock inquiry.

Transferred stock corresponds to the stock total sent from the current site to a different site which has not yet been received on the ship-to site.
Select the Magnifying glass icon to directly access the Transferred stock inquiry.

It is the replenishing stock count.

Select this checkbox if the planning calculations should decrease quantities related to suspended transactions from the available stock quantity.

The stock in customer order corresponds to the customer order total quantity and the inter-site demands for the product, not yet delivered.

Button used to access in display mode the history of the product-site totals.

Date of last entry in stock.

This quantity represents the total of stock entries that have taken place since the last processing at the end of each month that updates the monthly statistics.

This amount represents the total of stock entries that have taken place since the last processing at the end of each month that updates the monthly statistics.

Date of last issue entered in stock.

This quantity represents the total of stock issues that have taken place since the last processing at the end of each month that updates the monthly statistics.

This amount represents the total of stock issues that have taken place since the last processing at the end of each month that updates the monthly statistics.

The security stock is used in the material requirements planning. It features an additional stock implemented to be able to face a longer deadline to obtain stock or a request higher than the average request.

The reorder treshold is used in the stock management on order. This is the stock level from which a reordering (or work order) is triggered. It is generally equal to the consumption sum during the reorder time, to which the security stock is added.

The maximum stock is taken into account in the reorder calculations.

Minimum reorder quantity
The minimum reorder quantity is used in the material requirements planning according to the selected reorder policy. It is submitted as the calculation quantity in the cost calculation. In general it represents:

• a production economical quantity
• a minimum order quantity imposed by the supplier

Checked if a safety stock recalculation previously carried out needs to be used as the basis of the reorder calculation.

Formula: Security stock = K * sigma * lead time

Where:

• K = given coefficient according to the service rate associated with the ABC class if consumption uses a standard law.
• sigma = standard deviation of the average daily consumption - monthly standard deviation/root (number of days).
• lead time = purchase lead time or production lead time. The calculation is only carried out if there is a minimum history available. The number of months in the history used has a ceiling with a maximum number or months defined (the most recent months).

Checked if a preliminary recalculation of the replenishment threshold needs to be used at the calculation basis.

Formula: Replenishment threshold = Average consumption during the reorder lead-time + security stock (according to parameters).

The calculation is only carried out if there is a minimum history available. The number of months in the history used has a ceiling with a maximum number or months defined (the most recent months).

Checked in the event where a safety stock recalculation previously carried out needs to be used as the basis of the reorder calculation.

Formula: Average consumption / day * (reorder lead time + reorder time)

The calculation is only carried out if there is a minimum history available. The number of months in the history used has a ceiling with a maximum number or months defined (the most recent months).

Checked if a preliminary recalculation of the replenishment economic quantity needs to be used at the calculation basis.

Formula (WILSON): Q = root of (24 * R * Oc) / (Sc * Pc)

Where:

• R = Average monthly request.
• Oc = Order placing cost.
• Sc = Stock handling cost.
• Pc = Product cost.

The calculation is only carried out if there is a minimum history available. The number of months in the history used has a ceiling with a maximum number or months defined (the most recent months).

This routing is used in work order management.
It needs to be present in a code authorized for the site, with a checked "manufacturing" indicator.

The alternative selected needs to be authorized for the site, and have the Manufacturing checkbox selected. This is the alternative used in transactions where there is no default alternative.

The standard costs calculation determines the added value by the production, from the range specified here. The range selected needs to exist in the alternative authorized for the site, with a checked "manufacturing" indicator.

The alternative selected needs to be authorized for the site and have the Cost checkbox selected. It will be used as a default value for the cost calculation.

At the end of the MPS calculation, a global charge calculation can be required from the routing specified here. Rough Cut Capacity Planning is the translation of the French abbreviation "PGC" (for "Planification Globale des Capacités"). The routing selected needs to exist in the alternative authorized for the site, with a checked "RCCP" indicator.

The alternative selected needs to be authorized for the site and have the RCCP checkbox selected. This is the alternative used in processings where there is no default alternative.

Select this checkbox to block this product with respect to the printing of the manufacturing folders and production tracking if there is a shortage of physical stock.

This percentage defines the threshold being applied to automatically close the materials during production tracking.

For instance, if the value is 95% and the material requirement is 200 UN, the system will suggest to close the material if the consumed quantity is greater than or equal to 190 UN.

This parameter is used to manage two loss management modes upon production release.
It applies to the parent product. When the checkbox is not selected, the loss percentages for those components defined in the BOM are not taken into consideration,

Access code used to restrict access to data for certain users. If the field is entered, only the users that have this access code in their profile can use this product in weighing...

ISM record that will be used for this product.

This field displays the percentage used to calculate the weight variance.

You can only modify this field if the Setup level is set to BOM.

If the Setup level is SHI record or Product-site, this value is based on the product-site record (GESITF).

Use this field to define the permitted "below weight" tolerance percentage for this component.

Use this field to define the valuation method to be applied to stock transactions, or movements.

This field is mandatory. Its value is initialized using the valuation method specified at product category level.

Once set, you are advised not to change the valuation method. Changing the valuation method can affect the value of work orders currently in progress.

For more information on stock valuation, see the related documentation: Basic principles for the valuation of the stocks.

The percentage of the quantity below which the adjusted amount will be distributed in two parts: remaining stock and the stock already issued.

This percentage is compared with respect to the physical stock remaining and the global stock quantity produced by a WO.

This is used to distribute the adjusted price amounts to the appropriate accounts.

If this field is de-activated, the distribution is made without taking into account this limit.

Select the Movement type to specify the overheads matching this entry type.

Select an overhead code.

Overhead codes are used as follows:

• To value selected stock movement types.
  The column that defines the formula or fixed rate to be used for the calculation is defined by the OVECOLSTK—Stock overhead column parameter (STO chapter, VAL group).
• To determine the cost price or the production cost price calculation.
  Selected functions use the overhead code for the following:
• To value work center overheads associated with the valuation dimension.
• To value overheads for materials or semi-finished products.

The overheads column that contains the formula or fixed rate to be used in the cost price calculation functions is defined by parameters. For standard cost calculations the OVECOLSTD—Standard calc overhead column parameter (GPA chapter, COS group) applies.

You can modify the column to be applied before running the calculation.

This field is used to select the calculation type.

Total

The overhead calculation for the manufactured product does not take into account the overhead amount for the lower-level products.

Cascade

The overhead calculation for the manufactured product takes into account the overhead amount for the lower-level products.

Use this field to enter the cost update indicator (for each type):

• Entered: The cost calculation does not modify the data entered for this type of cost, and it is not passed on to the lower levels of the BOM.
• Calculated: The existing costs (entered or calculated) will be overwritten by the next calculation run.
  The corresponding column can still be entered.

This button opens a window used to enter the landed costs for each product-supplier linked to the site.
It is also possible to enter the landed costs by site from tab "Suppliers" of the Product record or directly from function Landed costs-site.

Moving average price. This is calculated according to the formula (value received - value issued) / (quantity received - quantity issued) in a given period, or in dynamic fashion.

Quantity serving for the calculation of the moving average price.

Base amount serving for the calculation of the moving average price.

Price of last entry in stock.

This field is available for display but not for modification.
It is updated with the purchase cost of the line:

• with every receipt,
• with every validation of a purchase invoice linked to a receipt or purchase order.

The following invoices are not taken into account:

• Direct invoices
• Credit memos
• Additional invoices
• Invoices without quantity, related to a purchase order or a receipt.

Example:

• Invoice with a quantity of 10 and a price of €11. The last purchase price is €11
• Credit memo with a quantity of 1 and a price of €4. The last purchase price is still €11
• New invoice with a quantity of 1 and a price of €5. The last purchase price is €5

This field can only be displayed and it cannot be modified.

This field can only be displayed and it cannot be modified.

This field can only be displayed and it cannot be modified.

This field can only be displayed and it cannot be modified.

Stock count list number.

This field displays the date of the last stock count.

Stock count list number.

Last stock - This quantity represents the actual stock recorded during the last stock count.

Quantity according to the stock conversion factor. This quantity represents the positive correction made to the stock after the stock count.

Quantity according to the stock conversion factor. This quantity represents the negative correction made to the stock after the stock count.

This field indicates the next stock count date.

For products in cycling count, a number of counts (number of products of each class to be counted in stock) is suggested based on:

• the number of counts that has already been made,
• the number of annual counts planned (defined in the Stock parameters, Stock count parameters tab),
• and the stock count date.

It is necessary to either confirm this number or enter another value.
After generation of the stock count lists, the system updates the number of counts eventually selected taking into account the count number requested for each class and any product filters added.

When the product-site authorizes the management of locations, you can enter a preferred warehouse by type of flow.

When the product-site authorizes the management of locations, you can enter a preferred warehouse by type of flow.

Use this table to declare each supplier for the product-site, on each line.
Only those suppliers referenced at the Products-Suppliers level can be entered or selected.

Enter the associated code or select Select supplier-product using the Actions icon to select the code from the list of referenced products-suppliers.

The other data in the table cannot be entered.

Then enter the various fields relating to the management of this product-site for this supplier. In creation mode, fields inherit the setup defined at Product-Supplier level.

Once the fields have been entered, you can at a glance view the full list of the possible suppliers for this product-site: 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-site with the supplier is dependent on the value of the ITMBPSFCY—Supplier-site 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:

• Is not subject to any control action
• Is not subject to any blocking action
• Has been issued a warning

Select this checkbox if this is a potential supplier for the back-to-back order.

Select this checkbox if this supplier is a default supplier for this product at this site.

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.

• The default supplier is defined as the supplier that is not "blocked" and that has the highest priority level (zero level).
• If two suppliers that are not blocked have the same priority level, the default supplier is determined alphabetically by supplier code.
• If only one supplier has the highest priority level but is is blocked, the default supplier is a supplier with a lower priority level that is not blocked.

Select this checkbox if this supplier is a default back-to-back order supplier for this product at this site.

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.

• The default supplier is defined as the back-to-back order supplier hat is not "blocked" and that has the highest priority level (zero level).
• If two back-to-back order suppliers that are not blocked have the same priority level, the default supplier is determined alphabetically by supplier code.
• If only one back-to-back order supplier has the highest priority level but is is blocked, the default supplier is a supplier with a lower priority level that is not blocked.

For the transactions:

• The default back-to-back order supplier is the supplier defined at the product-supplier level if no supplier has been defined on the products-sites record, or the supplier is "blocked".
• If no default supplier has been defined on the products-sites record the default back-to-back supplier is not selected.

Use this field to define the code of the supplier for this product.

Specify whether the following rules are applied in the supply plans as well as in purchase transaction entry:

• No: The supplier is not subject to any controls.
• Warning: The supplier is blocked. It will not be submitted as the default supplier and cannot be manually selected.
• Hold: The supplier is suspended. It can still be submitted as the default supplier. Manually selecting this supplier will display a warning message.

Enter 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 maximum priority.

Use this information to sort suppliers in some selection windows. The crossing of the priority level with the blocking level used for the Product-Site-Supplier combination also lets us identify the default supplier to be suggested in some functions.

Select this checkbox if this is a potential supplier for the back-to-back order.

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.
The evaluation of these costs can be performed according to one of the two following methods:

• global method in which a Landed cost coefficient is applied and/or a Fixed cost per unit is taken into account,
• method in which a set of costs detailed in a cost structure is taken into account.

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 needs to be greater than 1.

When the PIHCPR—Invoice price adjustment parameter (ACH chapter, INV group) is set to With landed costs, the configuration is not compliant with an Anglo-Saxon accounting. The Goods Received Not Invoiced (RNI) account will not be balanced. This is a limitation of the system.

You can enter these values directly in the Suppliers section in the Products function (GESITM). 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.
The evaluation of these costs can be performed according to one of the two following methods:

• global method in which a Landed cost coefficient is applied and/or a Fixed cost per unit is taken into account,
• method in which a set of costs detailed in a cost structure is taken into account.

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 manually enter this value or select Selection or Cost structure (access to the Cost structure function) from the Actions icon.

You can also enter the Product-Site-Supplier landed costs in a dedicated window which can be accessed from the Products function: select the button available from the Suppliers section. This window can also be accessed via the Landed costs-site function.

No help linked to this field.

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.
The evaluation of these costs can be performed according to one of the two following methods:

• global method in which a Landed cost coefficient is applied and/or a Fixed cost per unit is taken into account,
• method in which a set of costs detailed in a cost structure is taken into account.

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 manually enter this value or select Selection or Cost structure (access to the Cost structure function) from the Actions icon.

You can also enter the Product-Site-Supplier landed costs in a dedicated window which can be accessed from the Products function: select the button available from the Suppliers section. This window can also be accessed via theLanded costs-site function.

Use this field to identify a standard classification, or characteristic of this product - site combination 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 - site combination as an attribute.

Use this field to identify an individual characteristic of the attribute classification that applies to this product - site combination.

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 for this site, such as "BLACK" or "RED".

This field identifies the individual characteristic of this attribute classification that you have assigned to this product for this site.

Select the WIP action to view orders in process for the product or a range of products, for the site or all sites.

Select the Quote line action to view quotes for the product at the site.

Select the Order line action to view sales orders for the product at the site.

Select the Delivery line action to view deliveries for the product from the site.

Select the Invoice line action to view sales invoices for the product at the site.

Select the Return line action to view customer returns for the product to the site.

Select the Order line action to view purchase orders for the product for the site.

Select the Receipt line action to view purchase receipts for the product at the site.

Select the Return line action to view supplier returns for the product from the site.

Select the Invoice line action to view purchase invoices for the product for the site.

Select the Material consumption action to track material consumed for the product at the site.

Select the Cost price action to view production costs for the product at the site.

Select the Production cost history action to view production cost prices for the product at the site.

Select the List of WOs action to view work order information, component information and operation details for the product at the site.

Select the Stock by site action to view the stock levels for the product at the site.

Select the Projected stock action to view the projected stock movements for the product at the site.

Select the Available stock action to project the available and available to promise stock for this product at this site in periods of days, weeks or months.

Select the Stock by date action to view the stock situation for the product at the site on a specific date.

Select the Movements action to view the history of stock movements performed for the product at the site.