PI Edit Product Update Entry - Full Product field descriptions

In PI Edit Product Update Entry, if you drill down on a product or click New, the Full Product window is displayed. This window shows additional detail information about a selected line item. This includes all price and cost information, what product records are updated or created, and vendor, line, category, and price type data.

Base Price

This is the base price of the item calculated using the pricing method and multipliers in PI Price Cost Multiplier Setup. This price can be changed. This updates the Base Price field in Product Catalog Setup or Product Warehouse Product Setup during the update. If no matching warehouse record exists for this item, only the Product Catalog Setup record's base price is updated. The current base price from either the warehouse or catalog record is displayed to the right of this field. Any extreme variances between the new base price and the current base price should be noted. This may be due to price multipliers set up incorrectly in PI Price Cost Multiplier Setup. If the variance is high, it should signal the system to place the record on hold. Likely, you have your limits set appropriately in PI Price Cost Multiplier Setup for each supplier group.

Category

The product category is loaded from the Category field in Product Setup or Product Catalog Setup, unless it is a new product. In that case, the product category from the PI New Product Default Setup record is the default value. The product category is required. It must be a valid product category set up in SA Table Code Value Setup.

Create ICSC

The default for this option in PI New Product Default Setup is loaded in this field, but can be overridden. If this option is selected, a Product Catalog Setup record is created for this item if one does not already exist. If a catalog record does exist, it is updated, regardless of this setting. This is true as long as the supplier group in Product Catalog Setup matches the supplier group on the line item.

Create ICSP

If this option is selected, a Product Setup record is created if one does not already exist for this item. If a Product Setup record does exist, it is updated during PI Entry Update Products, whether this option is selected or cleared. This is true as long as the supplier group in Product Setup matches the supplier group on the line item.

Create ICSW

The PI New Product Default Setup setting for this option is the default value, but can be overridden. lf this option is selected, a Product Warehouse Product Setup record is created for new products. If a Product Warehouse Product Setup record already exists for this product/warehouse, it is updated during PI Entry Update Products, whether this option is selected or cleared. This is true as long as a Product Setup record exists, and the supplier group on that record matches the supplier group on the line item. If a warehouse is attached to this line item, only that warehouse record is updated or created. If the warehouse field is blank, all warehouses are updated/created with the new information. The exception is warehouses that are attached to other line items in the update file with the same product number.

Cube

The cube from the import record is displayed, provided it is mapped in PI Import Definition Setup; but it can be overridden. The cube is the volume represented by this product for one stocking unit. If it is not mapped, the cube from the Product Setup or Product Catalog Setup record is displayed. If a weight of zero is imported, the weight is not updated in Product Setup or Product Catalog Setup when PI Entry Update Products is run.

Current Warehouse or Current Catalog

These unlabeled fields are located beside the price/cost fields. Labels and values are displayed in these fields if a warehouse is attached to this line item; that is the PI Price Cost Multiplier Setup is the default. The current base price, list price, replacement cost, and standard cost from the Product Warehouse Product Setup record is displayed. If there is no warehouse effected, the prices and costs from the Product Catalog Setup record is displayed; and the column heading is displayed as Current Catalog.

Descriptions 1 and 2

Both descriptions from the import file [for new products] or Product Setup or Product Catalog Setup are displayed. If you change either description, the Product entity record's description is updated during PI Entry Update Products.

Effective (MM/00/YY)

This is the date this item can be updated to your Product entity files. During PI Entry Update Products, the only items updated have an effective date equal to or before the current date, and have an update code of Update. All other items with an update code of Update remain active in the update file. To change the effective date for groups of items, use PI Administrator Change Effective Date.

Foreign Replacement Cost

The calculated foreign replacement cost is displayed, and can be modified. This updates the Foreign Replacement Cost field in Product Warehouse Product Setup-Costs. Foreign Replacement Cost is for use with foreign vendors. Typically, to enable foreign replacement cost, you select Use Replacement Cost During Entry in the Foreign Cost field of SA Administrator Options-Documents-Purchase Orders-Entry Defaults-PO Entry. When you select this option, and also specify a Foreign Replacement Cost in Product Warehouse Product Setup-Costs, the cost specified is used by the system as the price when creating a purchase order (PO) line for a foreign vendor.

Import Sequence #

Each line item in the import file is assigned a sequence number to expedite sorting. This is the order in which this item is displayed in the import file. You may notice that several items on the edit line item section have the same sequence number. This indicates that one import item updates one or more product records and warehouses during the import process. This is due to the existence of multiple PI Price Cost Multiplier Setup records, or the use of current price/cost method [PB, PL, PR, or PS] in PI Price Cost Multiplier Setup. This field is for display only and cannot be modified.

Last Foreign Cost

This is the last foreign cost of the item calculated using the pricing method and multipliers in PI Price Cost Multiplier Setup. This price can be changed. This updates the Last Foreign Cost field in Product Warehouse Product Setup-Costs during the update. Is the last cost at which this product was purchased or received. Used when products are purchased from a foreign vendor. The amount recorded is in the currency of the vendor. This amount is used when entering purchase orders for the foreign vendor or generating PO RRAR.

List Price

The calculated list price of the selected item is displayed, but can be changed. This updates the List Price field in Product Catalog Setup or Product Warehouse Product Setup during the update process.

Lookup Name

The lookup name from the Product Setup record is displayed for line items with existing Product entity records. The product number is displayed for new products. The lookup name can be changed for either existing or new products. If you change the lookup name for existing products, the Product entity records are updated during PI Entry Update Products.

Multiplier

The multiplier [Base, List, or Cost] is loaded from the Product Catalog Setup or Product Setup record. If this is a new product, it is loaded from the PI New Product Default Setup record. It can be overridden. This setting determines how price multipliers in PD Price Discounting Pricing Setup are applied when the product is ordered in Sale Order Entry.

Price Type

The price type is loaded from the Product Warehouse Product Setup record, if a warehouse is attached to this line item. Otherwise, the price type from the Product Catalog Setup record is the default value. If this is a new product, the price type from the PI New Product Default Setup record is displayed. The price type can be overridden, but must be a valid price type in SA Table Code Values Setup.

Product

The product number from the Product Setup or Product Catalog Setup record is displayed for line items with existing Product entity records. The Product field is enterable for new products only. New item product numbers consist of the value mapped in PI Import Definition Setup as the product, plus any prefixes, suffixes, or special characters that are defined in PI New Product Default Setup.

Product Line

If you change the vendor number, the product line may also require changing. The product line from Product Warehouse Product Setup or Product Catalog Setup is displayed. If this is a new product, the product line from the PI New Product Default Setup record is the default value. This is a required field. The product line that is specified here must be a valid product line set up in Product Lines Setup.

Replacement Cost

The calculated replacement cost is displayed, and can be modified. This updates the Replacement Cost field in Product Warehouse Product Setup, and the Cost field in Product Catalog Setup. If you use replacement cost to update General Ledger, use caution when changing this value. Replacement cost is specified in these SA Administrator Options-Products-Costs options: Post to G/L by and Post to S/M by. Any changes to the cost of products with quantities on hand requires a General Ledger journal posting during PI Entry Update Products for the difference.

Sequence #

The sequence number field is displayed beside the Lookup Name and does not have a field label. With the sequence number, you can sort products within a lookup name inquiry if you have more than one product with the same lookup name. This is the default value from the Product Setup record.

Standard

The calculated standard cost updates the Standard Cost field in Product Catalog Setup or Product Warehouse Product Setup entity files in PI Entry Update Products. If you use standard cost to update General Ledger, use caution when changing this value. Standard cost is specified in these SA Administrator Options-Products-Costs options: Post to G/L by and Post to S/M by. Any changes to the cost of products with quantities on hand requires a General Ledger journal posting during PI Entry Update Products for the difference.

Supplier Group

The supplier group from the import record is displayed here and is only used when creating new records. The Supplier Group field in existing Product Setup or Product Catalog Setup records are not updated. If you must change this field when creating a new record, and you are not sure of the supplier group, a lookup can be performed. If this field is left blank, the Product entity record(s) is updated with a blank supplier group. When future import files are imported, those Product records are not updated by Product Import.

Terms Discount

The terms discount percent from the import record is displayed, provided it is mapped in PI Import Definition Setup; but it can be overridden. If this field is not mapped in PI Import Definition Setup, the initial value for the terms discount defined for new edit records will default. If the initial value is not set up for terms, this field is zero.

Units

The units from the Product Setup or Product Catalog Setup record is displayed, but can be overridden. This is the base unit of measure [such as each, box] for this product. If this is a new product, the default value is "each" for the unit of measure. Although a lookup of various units is available, these units are relative to the stocking unit. Therefore, a stocking unit is not validated in SA Table Code Value Setup or Product Extended Unit Conversion Setup.

Update Code

The update code can be changed for each line item. Options include Update, Ignore, Hold, or Delete. Some line items may also have an Error status; these items should be investigated and the code changed appropriately. Additional information about hold and error line items can be displayed from the grid toolbar. Select a record. Then select Codes > Error and Hold Codes to open the window. When you change the update code, the "USR" code is displayed.

User 1

The value that is displayed in this field depends upon how the User 1 field is mapped in PI Import Definition Setup. If the User 1 field is not mapped, this field is blank. Values in the User 1 field are not updated to Product entity records unless you have implemented custom modifications to the system to use this field.

User 2

This is the value mapped in PI Import Definition Setup for the User 2 field. If it is not mapped, this field is blank. Values in the User 2 field is not updated to Product entity records unless you have implemented custom modifications to the system to use this field.

Vendor #

The vendor number from Product Warehouse Product Setup or Product Catalog Setup is displayed. If this is a new product, the vendor number from the PI New Product Default Setup record is the default value. It can be overridden. If you change the vendor number and it does not match the ARP Vendor # field on the Product Warehouse Product Setup record, the Product Warehouse Product Setup record is not updated. You must manually change the ARP Vendor on the Product Warehouse Product Setup record, or manually create one in Product Warehouse Product Setup with that ARP Vendor. That record must also be a valid record in Vendor Setup. If an existing catalog record is updated, the Vendor # field in Product Catalog Setup is changed.

Weight

The weight from the import record is displayed, provided it is mapped in PI Import Definition Setup; but it can be overridden. This is the weight of one stocking unit. If it is not mapped, the weight from the Product Setup or Product Catalog Setup record is displayed. If a weight of zero is imported, the weight is not updated in Product Setup or Product Catalog Setup when PI Entry Update Products is run. This value should not be changed unless you have verified it is in error.

Warehouse

If a warehouse is associated with this record [set in PI Price Cost Multiplier Setup], it is displayed in this field. This field is enterable for new products only.