On this screen, you can create or maintain an item. Each item contains its own data and attributes which you can register and maintain in its own item maintenance card. The information of the item is divided into several categories, which are presented under different tabs: Basics, Purchase/Sales, Financial, Activity, Inventory, Serial/batch, Manufacturing, Doc, Analysis, Extra, and Log.
Items are the heart of your organization as they heavily determine whether your organization will be successful or not. For this reason, Exact Globe Next allows you to keep a lot of information related to an item. Items are used throughout various modules in Exact Globe Next.
When defining a new item, you should at least enter data under the Basics and Extra tabs. The Basics tab is where most of the static information of the item is recorded and maintained. The other tabs are for viewing and entering information for established items. Once saved, you can view or maintain the item via the menu paths listed under the Menu paths section. For more information, see Overview of items.
The information in this document is applicable
to product update 405 and higher. If you have versions lower than this, certain
features explained here will not be applicable.
Keep in mind: If there are fields highlighted in red after clicking Save, this means the fields are mandatory.
Type a unique code for the item which may contain up to 30 characters. This is mandatory. If you are viewing an item, this displays the code of this item, which can only be edited using the recode functionality. For more information, see Recoding. Once entered, the same code is automatically filled in Search code.
Type a description for the item. This information is mandatory. If you are viewing an item, this displays the description of this item which you can edit as required.
This is automatically pre-filled with the code entered at Item code. To edit, type a different code to be used for searching the item.
Select Standard or Bulk issue to define the item with this type.
Note: This is not available when you are creating or maintaining an outsourced item.
Select one of the following statuses to define this status for the item:
Note: Items with the Blocked, Inactive, or Discontinued statuses will not be visible at Material Requirements Planning (MRP).
Type or select a date or range of dates for when the status of the item is activated. For example, if the item is defined as Active, and the date range is defined from January 1, 2008 to December 31, 2008, the item is in an active status during this period. However, it is not necessary to fill in the end date unless the inactive, blocked, or discontinued date of the item is known.
This tab should contain most of the static information of an item. When defining a new item, you should at least enter data under this tab, apart from the Extra tab. A list of options appears if you click in the Sls. unit, and Sales VAT code boxes. Make your selection and click Select. If you are creating or maintaining an outsourced item, only the Sales unit, Cost price, and Purchase price fields as well as the Assortments, Attributes and Text sections are available.
Type or select the sales unit of measurement of the item in Sls. unit. For more information, see Creating and maintaining units.
Type the sales price of the item in Price.
Select Goods or Services to classify your item. Alternatively, you choose to leave it blank.
Type or select the VAT code if the item is applicable for value-added tax (VAT). If the item is not taxable, you can create a tax code with zero percentage. This information is mandatory. For more information, see Creating and maintaining tax codes.
Type the standard cost price of the item.
Markup will be displayed if you have selected Markup at Profit calculation in the Entry section of the Order settings. For more information, see Order settings.
Margin will be displayed if you have selected Margin at Profit calculation in the Entry section of the Order settings. The information cannot be edited.
If you have entered the cost and sales prices of the item, the percentage of mark up or margin of the item will be displayed. The percentage is automatically calculated based on the following formula:
The information cannot be edited.
The amount displayed is derived from the last purchase order, or purchase invoice that is booked based on a purchase order. Otherwise, the purchase price is derived from the purchase price of the main supplier defined in the Purchase/Sales tab. This information cannot be edited..
Click this to insert a picture of the item.
Click this to delete an existing picture.
Note: This is available only when you have inserted a picture for the item.
Click this to define extra description for them item.
Select this option to browse for the OSS VAT code to be used. Note that this is enabled only when Item code is filled and when there is an existing VAT code specified for OSS use (specified when creating or maintaining VAT codes).
Select the specific assortment(s) to group the item under the assortment(s).
Select this check box to allow the text entered under the Text section to be printed in quotations, orders, or invoices (in Description).
Select this check box to allow the entry of the quantity of this item in decimals.
Note: This check box is enabled if the item is not a serial item.
Type the additional text description for the item. The description will be displayed in quotations, orders, or invoices (in the Long description column). If you have selected the Text check box, the information will also be printed in quotations, orders, or invoices, (replacing the text entered in Description).
Type the description of the item in other languages in the respective boxes if required.
Note: The number of boxes displayed depends on the languages defined in the Descriptions in list boxes section, under General settings. For more information, see General settings. For example, if you select Malay at Description Field 1 and Dutch at Description Field 2, then Description MS and Description NL will be displayed.
Click this to generate a graphic overview of this item in Microsoft Excel.
Click this to obtain an overview of Material Requirements Planning (MRP) for the corresponding item. For more information, see Overview of MRP.
Click this to view the transaction card of this item. For more information, see Viewing item transactions.
Click this to create a back-to-back production for this item. For more information, see Creating and maintaining production orders.
Note: This button is enabled only if the item has a Bill of Materials (BOM) structure.
Click this to create a back-to-back purchase order for this item. For more information, see Creating and maintaining purchase orders.
Click this to create a back-to-back sales order for this item. For more information, see Creating and maintaining sales orders.
Click this to save the item.
Click this to create an item.
Click this to exit.