Logistics > Reports > Search > Items
This page allows you to link items to accounts (such as suppliers, customers, resellers, and others) as well as define the relevant purchasing information specific to the accounts such as the price, purchase order size, account item code, time for delivery, and others. You can also modify the purchase information or remove the link between the item and the account.
To link a new account, modify the purchase information and remove the link between the item and the account, function right 38 – Maintain Item accounts is required. Users with the Item management role have this function right. To view the purchase or cost price of the items based on the supplier card, function right 522 - View Cost/Purchase price for item is required. Users with the Purchase agent role have this function right.
Notes:
The information in this document is applicable to product update 502 and higher. If you have a lower version than this, certain features explained here will not be applicable.
Keep in mind: Fields with "!" are mandatory.
Click this to exit.
Click this to save the purchase information.
Click this to save the purchase information and link an account to the purchase item.
Click this to remove the link between the item and the account. You will see a message “Confirm: Delete?” displayed. Click OK to delete, or Cancel to cancel the deletion.
Note: This button is available if you are modifying purchase information for an existing account.
By default, the item code and item description will be displayed. This information cannot be modified. Click the item name to view the item card. For more information, see Viewing item cards.
Note: The header of this section will change depending on the type of account you have selected. For example, if you have selected a customer at Name, the section header will be changed to Customer.
Type or select the account to link to the item. If you are modifying the purchase information for an account which is already linked to the item, by default, the account code and name for the item will be displayed. If necessary, you can still change the account to link the item to another account. Click the name to access the account card of the account. For more information, see Viewing account cards.
Select the check box to indicate that the account is the main account for the purchase item.
Type an item code used by the account of this item. This item code is used as an identifier for the item by the account.
Type an EAN item code for the account. This is the code that will be used in the EAN bar coding standard if bar codes are used.
Type or select the unit of measurement used to measure one unit of the purchase item. Then, type the quantity (in units of sales item) for one unit of the purchase item.
Type the purchase price for one unit of the purchase item. Then, type or select the currency of the purchase price.
Type or select the VAT code for the purchase item.
Type the size for an order of the purchase item.
Type the percentage of discount that is applicable to items purchased.
Type the number of days required to deliver the item.
Select the check box to indicate that the item has an attribute "deliverable from stock". The quantity entered in sales orders for items with this attribute must not exceed the available stock in the warehouse.
Select a document that is relevant to the purchase item or the account of the item. For example, the policy for the purchase orders or supplier agreement.