Product Setup - General field descriptions

Fields are presented in alphabetical order within each section.

General description

Brief Description

The product description is an expanded explanation or identification of the product. Two lines of description are available. Specify the most important description on the first line and the secondary description on the second description line. Both descriptions are displayed during transaction entry functions, but generally only the first description or the lookup name appears on all reports and inquiries.

Enter Description in Multiple Language

Click this button to change the language of the product description that prints on pick tickets, acknowledgments, purchase orders, warehouse transfers, and invoices for a particular customer or vendor. This button is displayed only if you have selected a default language for your company in SA Company Setup, even if the language is English.

Extended Description

Specify an extended product description, if necessary. If you specify more than 70 characters, the Extended field reverts to a horizontal scrolling field to accommodate the extra characters. You can specify up to 256 characters in the field. This description is printed in addition to the text in the Description 1 and 2 fields on reports if the option, Display Extended Product Description on Reports, in SA Administrator Options-Products-Defaults is selected. The Extended Description field is left blank, the first 15 characters are defaulted is displayed in inventory setup and inquiry functions regardless of the administrative option.

Lookup Name

If the Lookup NameProduct, Description 1, or Description 2 fields, or remains blank based on the SA Administrator Options-Products-Defaults Lookup Name From option.

The lookup name is generally used instead of the product name throughout the Product and Price/Discounting modules. The lookup name usually appears on most inquiries and reports. Therefore, set up meaningful lookup names.

If the product description is changed, the lookup name is not updated to the new product description. Two options are available to change the lookup name:

Manually change it to match the product description.
Clear the Lookup Name field and, when you click Create and Continue, the new product description appears in the Lookup Name field, based on the Lookup Name From option in SA Administrator Options-Products-Defaults.

Sequence #

Use this field to sort products within a lookup name inquiry. For example, you may have five products with the same lookup name. You can place those products in a particular order.

Status

The options are Active, Inactive, Labor, or Superseded.

When a product is inactive, the product cannot be entered in any transaction entry function or updated through reports that update records. A product can be set to inactive for a temporary period or permanently. If the result is permanent, verify that the Product Warehouse Product Setup record is balanced properly and no outstanding balances exist.

These conditions must be met before the status can be changed to inactive:

No Product Warehouse Product Setup balances exist
The product is not on an active cycle count
and setThere are no active Sales Order, Purchase Order, Transfer, Kit, or Tally lines for this product
Note: The product can be set to inactive if it exists on an open purchase order line as a true nonstock item while still being bound by the previous conditions.

A labor product is a service that you provide, instead of a physical product. Prices, costs, and discounts are tracked, but quantities are not.

If you are setting up a labor product record, use a product category with a inventory account that debits an expense account. Do not use an asset account. An out-of-balance condition occurs if you combine labor products with inventory products in the same product category.

Superseded products are those products that have been replaced by another product. A Product Extended Product Cross Reference Setup record must be set up for this product with the product superseding this one. When the superseded product is specified in the cross-reference file, the status is automatically changed to Superseded. If you then delete the Product Extended Product Cross Reference Setup record, the Product Setup status returns to Active.

Logistics

Bill of Lading Rate

This field is for informational purposes for the class or rate printed on your Sales Entry Processing Bill of Lading forms.

Cube / Height / Length / Width

The cube value is the volume for one stocking unit of this product. It is automatically calculated when you specify the height, length, and width of the product. If any of the dimensions are changed, the cube value is recalculated. The dimensions are validated by the system. A message is displayed if the cube ≠ length x width x height.

If you use Total Warehouse Logistics (TWL) or the cartonization process, you must specify the dimensional measurements.

For TWL, the length, width, and height are required values if these conditions are met:

The Warehouse Logistic module is enabled in SA All Company Information Setup
An active TWL warehouse exists in the system

In TWL, the cube value is used to maximize warehouse space and direct tasks. If the cube value is changed, TWL is updated.

Dimensions on product records and TWL location records must use the same unit of measure. For example, if you measure product in inches, you must measure locations in inches. Because you cannot specify fractional units of measure for TWL locations, use the smallest equivalent unit of measure that is relevant to your products.

If cartonization is activated in SA Administrator Options-System, the dimensional values are used to determine which packages to use to pack the products for shipment. Entry of length, width, and height values on the product record might not required by the system, but the values are required for cartonization processes. The unit of measurement for the dimensional values is based on the Item Dimensional Size Measured in Cubic field on the Cartonization tab.

Taxation Weight

Optionally, you can calculate an industry tax by weight. This value is used to calculate industry taxes when conditions are met. You must have enabled industry tax functionality in SA Company Setup, set up expanded tax groups in SA Table Code Value Setup, and set up a tax master record in SA Sales Use Tax Setup. When you specify amounts in the tax record, you must specify a Flat Excise AmountApply To field Taxation Weight. The Taxation Weight is differentiated from the actual Weight of the product because the two weights may not be the same, and because the actual Weight may be used to calculate non-tax-related amounts. The Taxation Weight default is 1.00000. The field allows 7 digits before the decimal and 5 after.

Weight

The weight of one stocking unit. Specify as pounds and a fraction. This is used by the Purchase module to meet weight targets on PO RRAR. The total weight is printed on the pick ticket. It is also used in Sales Order Entry to determine and display the total weight of an order in Sales Order Entry-Totals.

Units

Counting

The product's counting unit if it is different than the stocking unit. If the counting unit is the same as the stocking unit, leave this field blank. The counting unit should be the actual unit you use to take a physical count. Product Count Entry and Product Qty Adjustments Entry use the counting unit. If the counting unit does not exist, the stocking unit will default during Product Qty Adjustments Entry.

When a valid counting unit is entered, the description and unit conversion to the right of the field. The counting unit is set up in SA Table Code Value Setup or Product Extended Unit Conversion Setup.

The lookup provides the same information for this field as it did for the Stocking field.

Selling

The unit you specify on the Sales Order Entry line item. If the selling unit is the same as the stocking unit, you can leave this field blank.

Sales Order Entry defaults the selling unit each time this product is sold, unless it does not exist. Then the stocking unit defaults to the line item. If the selling unit is different than the stocking unit, set up a Price/Discounting record for that unit if it differs from the relative price of the stocking unit. If one does not exist, the price record for the stocking unit will be used. The price and discount will be multiplied against the unit conversion in SA Table Code Value Setup or to obtain the correct price and discount for Sales Order Entry.

When you specify a valid selling unit, the description and unit conversion are displayed to the right of the field. The selling unit is set up in Product Extended Unit Conversion SetupSA Table Code Value Setup or Product Extended Unit Conversion Setup.

The lookup provides the same information for this field as it did for the Stocking field.

Stocking

The stocking units should be the base unit of measure (each, box, and so on) for this product. It should be the smallest unit in which this product can be sold, purchased, or stocked. All other units are based off the stocking unit. The stocking unit will automatically default to each. Although a lookup of various units is available, these units are relative to the stocking unit; therefore, the stocking unit is not validated in SA Table Code Value Setup or Product Extended Unit Conversion Setup.

Do not change stocking unit on an existing record. Changing the stocking unit adversely affects the preceding and current transactions in Purchase Order Entry, Sales Order Entry, Transfer Entry, Sales Manager, and any other transaction that includes a stocking unit that is relative to the Product Setup stocking unit. If the stocking unit is changed, the unit conversion on the lines, and therefore the calculated quantities, may no longer be valid.

Note: If the stocking unit is accidentally changed, contact Infor Support to help you restore your files.

When you perform a lookup on a unit field, you have two options.

Product unit: The lookup window reflects any unit conversion records that you have set up in Product Extended Unit Conversion Setup.
Nonspecific: The lookup window reflects nonspecific unit conversions set up in SA Table Code Value Setup that may be applied to any product.

For each Pricing and Discounting record that contains a product, the unit must be entered. Pricing and Discounting records do not have to be set up for each unit conversion for this product.

Kit

Allow Memo Tally

Identifies a stocked product as a memo tally product. A memo tally product represents the generic variety of products, such as molding, which is bundled, handled, and tracked in Product Warehouse Products Setup as a single product. When you select this field, the product cannot be a tally product, and you do not have to establish a mix for memo tally products in KP Tally Mix Setup.

Allow Transferable Build on Demand Kits

Valid for products with a Kit Type of Build on Demand. Indicate if your company allows build on demand kits to be tied to warehouse transfers.

Select Allow to allow build on demand kits entered on sales orders to be tied to warehouse transfers.

Select Do Not Allow to prevent build on demand kits from being tied to warehouse transfers. A prebuilt kit cannot be tied to a warehouse transfer.

Bundle ID Required

Do not change stocking unit on an existing record. A product that is set up as a random-tally kit can also be marked as a tally bundle product. A bundle ID is required, except for loose inventory, whenever the tally bundle product is entered on a purchase order or customer order line. Loose inventory does not require a bundle ID.

Print Tied Components

Indicate which documents you want the fabricated kit components to print on.

Select Order Entry Pick to print fabricated kit components on the Sales Order pick ticket and Sales Order Master List Report.

Select Warehouse Transfer Pick to print fabricated kit components on the Warehouse Transfer pick ticket and Transfer Master List Report.

Select Both to print fabricated kit components on both the Sales Order and Warehouse Transfer pick tickets and their corresponding master list reports.

Select Neither to prevent printing of fabricated kit components on all documents.

Select Blank to not allow fabricated kits (the Allow Transfer field is set to Do Not Allow WT BOD).

Kit Type

Use this field if the product is assembled from components and is considered a kit product. Kits can either be prebuilt, build-on-demand, or a tally. Prebuilt and build-on-demand kits are set up in KP Component Setup.

Select one of these values:

Prebuilt
Product Extended Unit ConversionPrebuilt kits may be used whenever a group of products is going to be grouped and packaged together. Prebuilt kits are built through Kit Production and stored in the warehouse as a stocked product. The quantity that is assembled depends on the demand placed on the kit product. When an order is placed for the kit, the kit is taken from the shelf and inventory is reduced on the kit's Product Warehouse Product Setup record. A KP RRAR is produced when replenishment is needed, if the ARP in Product Warehouse Product Setup is set up as kit. This option cannot be selected if this is a labor product.
Build on demand
Build-on-demand kits are built as required when a Sales Order Entry order sets its production in motion. Build-on-demand kits may be established so that each kit can be customized to meet your customer's needs. Variable quantities or optional components may be substituted during Sales Order Entry. For example, a build-on-demand kit is useful when one customer may select tinted glass and another customer may select clear glass. The glass component can be exchanged as the order is entered, and the kit is built at the time of the order. Pure build-on-demand kits are not pre-assembled and will not be included on the KP RRAR report. The number of kits available to be built depends solely on the availability of the components.
The build-on-demand kit type also encompasses fabricated kits. Fabricated kits are a kind of hybrid between a prebuilt and build-on-demand kit. The prebuilt part is used because the kit can be stocked as a single product in the shipping warehouse. The build-on-demand designation is used because the kit is not fabricated until an order is placed in Sales Order Entry. Unlike pure build-on-demand kits, fabricated kits can be assembled and transferred from one warehouse to another on a warehouse transfer. When you specify a product as a build-on-demand kit, you can then use the Allow BOD Transfer field to specify if it is a fabricated kit.
Note: If a kit type is changed to build-on-demand and there is an on hand balance in any warehouse or existing POs, sales orders, or transfers, a warning message is displayed. Click Save to save the changes anyway.
Tally
This distinguishes a product as the parent of the components that are attached to the tally product. All tally products are assumed to be specified dimensional tally products unless you select the Random Comp Mix or Allow Memo Tally options.

Order Entry Kit Rollup

You can roll the price, cost, or both of each kit component into the price or cost of the kit. Rolling means that the individual component costs are added together and the total is used as the kit cost. Costs are rolled depending upon the SA Administrator Options-Products-Costs Which Cost to use for GL option and is obtained from the Product Warehouse Product Setup record, unless you have selected FIFO costing, in which case the cost from the Product FIFO Setup record is used. If the price is rolled up, the base price for each component is added together for the price of the kit. The base price and cost on the kit record are ignored. The commission cost (also calculated based on the cost settings in SA Administrator Options-Products-Costs) is rolled only when the OE Kit Rollup option is cost or both. For cost pricing, the costs of the components will be rolled, then a PD Pricing Setup record is created for the kit. Prices are not rolled on fabricated kits. Because components are not available, this field is ignored for fabricated kits, and the General Ledger cost from the tied work order or warehouse transfer is used.

Select Blank if you do not want the component prices or costs rolled into the kit. If you have activated the National Program functionality, and you have components of kits that qualify for National Program, ensure this field is set to blank. You do not want the component prices or costs rolled into the kit. This is because one or more of the components is priced for a National Program.

The Pricing Cost roll option is valid for BOD kits but not for prebuilt kits. If Pricing Cost is selected, the PD Pricing Setup record cost is rolled. The GL cost is always rolled, regardless of this option.

Print on Invoice

Specify whether components should be listed on documents. Select this option if the kit components of build-on-demand kits should be individually printed on Sales Order Entry invoice, delivery notes, and acknowledgments. The components of build-on-demand kits are automatically printed on pick tickets so the warehouse personnel can assemble the kit.

Random Comp Mix

When you select this field, the product becomes a random dimensional tally. This type of tally contains any mix of components that equals the total linear feet ordered.

Require Nonstock Component

Indicate whether required nonstock components exist on the kit. When this field is selected and a build-on-demand kit is entered in Sales Order Entry, the operator must access the Kit Components window. An error message appears if the operator attempts to exit the window without adding the nonstock component.

Value Add Assembly Type

This field applies to the primary assembly-type product. Select Preset for assembly-type items with components of variable length. Select Configurable for assembly-type products with variable components, including, but not limited to, variable lengths. Select Not Assembly for non-assembly items. Select External to indicate that the assembly is external to the Value Add process. By default, Not Assembly is selected for all products.

If this item in a non-kit item that you want set up for Infor CPQ Enterprise Configurator, select CPQ Configurator.

Value Add Cutoff Length

Specify the amount to add to the order length to compensate for material lost in the product’s manufacture or assembly. This field applies to components of the primary product.

Value Add Cutoff Unit

Specify the unit of measure for the cutoff length. Leave this field blank to use the stocking unit of measure. This field applies to components of the primary product.

Category

Alternate Product Group

Specify an alternate product group for the product. If the Report to Supplier option is selected on the Alternate Product Group record, sales, rebate, and inventory information for products in the alternate product group must be sent to the supplier when using electronic communications.

The value that you specify here is validated against the alternate product group table values created in SA Table Code Value Setup. This is an optional setting.

If you create a Product Setup record from a Product Catalog Setup record in Sales Order Entry, the Alternate Product Group value is copied to the Product Setup record but can be changed.

Brand

Use this field to associate a brand code with a specific product number. Adding a brand code to a product record improves your ability to find, with auto-lookup or keyword search, the product your customer is requesting. Often, the product number is unknown, but the brand code is remembered. Using this field is also beneficial if the manufacturer changes their number or brand; you can update that number within the record, but your product number remains the same (retaining your product sales data under one number).

Brand codes are set up in SA Table Code Value Setup.

Bulk Delivery

Select this option to identify this product as a bulk product. Bulk delivery products are assigned to customer tanks in BD Tank Master Setup. Replenishment of bulk delivery products is handled in BD Demand Center Entry.

This field is available only if Bulk Delivery Active is selected in SA Administrator Options-Documents-Sales Orders-Processing.

Category

The product category is used for General Ledger and Sales Manager updating. It is important because many Product and Sales Manager reports can be generated in product category order or for a product category range. Sales Order Entry and Purchase Order Entry can distribute to General Ledger balance sheet and income accounts according to the product category (inventory, uninvoiced inventory, core charge, gross sales, line discount, order discount, cost of goods). The product categories are set up in SA Table Code Value Setup.

Changed On

Update this date each time the composition of the product changes. The customers must have the most current MSDS sheet available to them. The next time that the product is sold in Sales Order Entry, this date is compared to the MSDS Sent date. The MSDS Sent date is updated in one of these ways:

During Sales Entry Processing Invoice Processing if the Update Sales Manager option is set to Yes
During Sales Entry Processing Sales Manager Update if you do not update Sales Manager during invoicing.

Country

Used to assign the Country of Origin, that is, where a product was manufactured, produced, or grown. This value prints on the Commercial Invoice Document. When used in conjunction with an HS Code or tariff code, it further defines the criteria for a particular rate. This field must be set up in SA Table Code Value Setup.

ECCN

This field is used to assign an Export Control Classification Number (ECCN) code to a product. The ECCN is used to determine whether an export license is required from the U.S. Department of Commerce. The ECCN is typically a five-digit alpha-numeric code that identifies the level of export control for articles, technology, and software that are exported from member states. The code is set up in SA Table Code Value Setup.

This value is included on sales order lines and other applicable records and documents.

Harmonized System Tariff Code

This field can be used to assign HS Codes or other types of tariff codes to a product. A harmonized tariff code is part of the Harmonized Commodity Description and Coding System that was created by the World Customs Organization (WCO). A logical nomenclature method is used by the HS system to categorize goods into approximately 5,000 commodity groups. Countries often assign customs duties based on the harmonized tariff code of the product. You must set up the HS Code in SA Tariff Rate Setup.

LIFO

Used to group products into specific groups if LIFO valuation is employed. The LIFO category must be set up in SA Table Code Value Setup.

Manufacturer Product

Use this field to assign a manufacturer's product number to the product. The value you specify in this field is not validated, but it is searchable. Adding a manufacturer's product number improves your ability to find, with auto-lookup or keyword search, the product your customer is requesting.

Model

If you have activated the National Program functionality, and you participate in National Programs that use product model numbers, you can associate that number with a product. For example, some Manufacturers require a specific model number for a claim to be submitted and reimbursed; or, a specific model number has one price and another model number has a different price. Product model numbers are created in SA Table Code Value Setup for National Program.

Non Cancellable / Non Returnable

Select this option to designate the product as non-cancellable or non-returnable (NCNR). This notifies your buyers and customer service reps that it should only be added to sales or purchase orders when the customer is aware that the order cannot be canceled, or when the item cannot be returned to you or to the vendor for a full refund. The NCNR flag is displayed in Sales Order Entry, Purchase Order Entry, and Purchase Demand Center Entry.

Products that are designated as NCNR cannot be entered on a Return Merchandise (RM) order or return line in Sales Order Entry or Purchase Entry Order unless the option, Allow Entry of NCNR in SA Operator Setup - OE/PO Entry Options is selected for the operator. This security setting is also required before you can delete or cancel a line for a NCNR product.

Preference

When you select a Tier and specify a Tier Group, you can also select a Preference. (If you set up a preference in Product Warehouse Product Setup, it overrides your selection here.)

A preference is a priority attribute, such as choice of warehouse, that is used in conjunction with a tier and a tier group. Select a value that you have defined in SA Table Code Value Setup-Product Preference type.

Standard Repair Time

Use this field if the product is equipment that is serviced through warranty claims using Infor Service Management. Specify the SRT Product Code from a Standard Repair Times record in Service Management that is associated with the product. Valid values for this field are set up in SA Table Code Value Setup.

When you save a Product Setup record, a Sync.ItemMaster BOD is generated to create or maintain an Item record in Service Management. When the BOD is consumed by Service Management, the SRT product code in the BOD is validated against the Standard Repair Times record.

This field is available only if the Service Management Active option is selected in SA Administration-Administrator Options-Integrations-Service Management.

Tier

Select a Tier and specify a Tier Group. A tier is a product attribute, such as quality, availability, location, or price, that is used in conjunction with a tier group and a preference. Select a value that you have defined in SA Table Code Value Setup-Product Tier type.

Tier Group

A tier group is used to group products of the same tier together, so these products display in the Tiers and Preferences context widget. This is a free-form field with no validation, but it is key to using tiers and preferences.

UNSPSC Code

Specify the United Nations Standard Products and Services Code® (UNSPSC) for the product. UNSPSC is a global categorization method for products that facilitates Internet searching. This optional code can be up to a 12 alpha characters in length. It is not validated and can be updated through Product Import.

If you create a Product Setup record from a Product Catalog Setup record in Sales Order Entry, the UNSPSC value is copied to the Product Setup record but can be changed.

MSDS

Changed On

If you change the MSDS option for this product, or the number of the MSDS sheet, you must manually change the Changed On date. You should change this date if the composition of the product changes, the MSDS sheet number changes, or the components of a kit change. The next time the product is sold in Sales Order Entry, the Changed On date is compared to the MSDS sent date in SM Extended Totals Hazardous Report. This date stamps an order. The date stamp is displayed in the MSDS at Pick column in the Sales Order Entry-Details-Line Detail grid. Adjust your workflow so the customer has the appropriate MSDS sheet available to them.

MSDS

Indicates the product is potentially hazardous and requires that a Material Safety Data Sheet be provided to the customer. Select this option if this is an MSDS product. The last purchase and the last date an MSDS form was sent out is tracked by the system. The MSDS sent date is updated:

During Sales Entry Processing Invoice Processing if the Update Sales Manager option is set to Yes.
When the Product Hazardous Materials (MSDS) Report is generated.

When an MSDS sheet must be provided to the customer, a message is printed at the bottom of the pick ticket. MSDS information can be sent with the package, as specified on the pick ticket, or at a later time through Product Hazardous Materials (MSDS) Report.

Sheet #

Indicate a specific sheet number that os associated with this MSDS product. Each time a customer must receive an MSDS, the MSDS number is printed so the correct one can be sent.

eCommerce

EDI Code: If you are using Electronic Data Interchange (EDI), specify your two-character product/service ID qualifier in this field. This field relates to the X12 Document Map, Segment IT1, Element 6. If you are not using EDI, ignore this field.
External Webpage: The product website that is specified by the product manufacturer.
Internal Webpage: Your internal website for this product.

Catch Weight

Allow Purchase Order Tracking

Select this option to track and process this product as a catch weight product on purchase orders. When selected, the Actual Total Weight of a catch product must be specified in Purchase Receipt of Inventory Entry. This setting is used in combination with the activation settings in SA Administration-Administrator Options-Products-Defaults-Catch Weight. For a product to be tracked as a catch weight product on a purchase order, these settings are required:

The product must be designated as a catch weight product.
The option, Allow Purchase Order Tracking, must be selected.
In SA Administrator Options, the option, Enable Catch Weight Tracking, must be set to either, For Purchase Orders, or Both Sales Orders and Purchase Orders. If neither of these options is selected, the Allow Purchase Order Tracking option is ignored by the system.

If the SA Administrator Options are set for purchase orders, but the Allow Purchase Order Tracking is cleared for this catch weight product, catch weight tracking and processing for this product is not performed for purchase orders.

Allow Sales Order Tracking

Select this option to track and process this product as a catch weight product on sales orders. When selected, the Actual Total Weight of a catch product must be specified in Sales Shipping Feedback Entry. This setting is used in combination with the activation settings in SA Administration-Administrator Options-Products-Defaults-Catch Weight. For a product to be tracked as a catch weight product on a sales order, these settings are required:

The product must be designated as a catch weight product.
The option, Allow Sales Order Tracking, must be selected.
In SA Administrator Options, the option, Enable Catch Weight Tracking, must be set to either, For Sales Orders, or Both Sales Orders and Purchase Orders. If neither of these options is selected, the Allow Sales Order Tracking option is ignored by the system.

If the SA Administrator Options are set for sales orders, but the Allow Sales Order Tracking is cleared for this catch weight product, catch weight tracking and processing for this product is not performed for sales orders.

Catch Weight Product: This setting is used in combination with the activation settings in SA Administration-Administrator Options-Products-Defaults-Catch Weight. If the SA Administrator Options setting is not enabled, this Catch Weight section is not available. When this section is available, select this option to designate this product as a catch weight product. If selected, special processing is performed to handle catch weight products. When selected, additional fields in the section are available to configure catch weight processing.

Max Tolerance Amount: Optionally, for a catch weight product, specify a maximum allowable tolerance as an amount (weight). When a catch weight is specified in the Actual Total Weight field during receiving or shipping, the variance is calculated as the difference between the expected weight and the catch weight as an amount. If the variance exceeds the maximum tolerance amount specified here, a warning message is displayed: Warning: Catch Weight Tolerance Has Been Exceeded. This message is used only as a check to minimize unreasonable values being specified, but does not stop processing. Specify values in this field as a unit of weight in stocking units of measure. For example, Max Tolerance Amount = 10 (lbs). If the expected weight = 50 (lbs), then an specified catch weight value below 40 or above 60 would trigger a warning message.

Max Tolerance %: Optionally, for a catch weight product, specify a maximum allowable tolerance as a percentage. When a catch weight is specified in the Actual Total Weight field during receiving or shipping, the variance is calculated as the difference between the expected weight and the catch weight as a percentage. If the variance exceeds the maximum tolerance percentage specified here, a warning message is displayed: Warning: Catch Weight Tolerance Has Been Exceeded. This message is used only as a check to minimize unreasonable values being specified, but does not stop processing. You can specify only Max Tolerance %, or you can specify a value for both tolerance fields.

Service Management

SRO Assembly

Select this option to identify the product as an assembly product. An assembly product is a primary product that is assembled with components, such as options and accessories, that are based on customer specifications. If you select this option, you must select a SRO template.

You are not required to identify an assembly product and its associated SRO template on a product record because you can also specify them at the line level in Sales Order Entry. The values from the product record are displayed as default values for the product on sales order lines, but you can change or clear them.

SRO Template: If you selected SRO Assembly for a product, select the template that is associated with the assembly product. The list is retrieved directly from Service Management. A template can include all or some of the planned material, planned labor, and planned miscellaneous items for an assembly product.

Miscellaneous Charge

On labor product records, select this option if the product meets these conditions:

The labor product is based on miscellaneous code from Service Management.
The labor product is an assembly component of an assembly product.

You must select Miscellaneous Charge to differentiate labor products that are based on miscellaneous code from labor products that are based on work codes. If you do not select this option, the labor product is added to the assembly SRO in Service Management as a planned labor transaction instead of a planned miscellaneous transaction.

You must identify the labor product as a miscellaneous charge in Product Setup. Unlike other settings that are related to assembly SROs, this option is not available on sales order line. When you first implement the assembly SRO process, ensure that you update existing labor product records.

Transportation

Transportation Freight Class: Select one of 18 NMFC freight classifications from the lookup. If this field is blank, the Transportation Freight Class defined in SA Administrator Options-Integrations-TMS Integration Options is used to rate the product for LTL shipping in Sales Order Entry-Freight Rate Shop if you are using the Infor Rate Shopping - TM application.

Cost At Invoicing

Use Current Sales Mgr Cost

The prices for commodity products can fluctuate wildly in response to many conditions such as geopolitical developments, supply chain issues, or due to the long gap between when an order is placed and when it is delivered. However, you may not want the Sales Entry Invoice Processing Report to recalculate the order line sales costs and commission costs of products on an order for any number of business reasons such as to record the original costs in accounting journals.

The default value is Recalculate Line Cost, in which the order line sales cost is updated by Sales Entry Invoice Processing Report based on the selection in the Post to S/M by field in SA Administrator Options-Products-Costs.

Select Use Current Line Cost to maintain the current sales order line costs of products on an order. This option prevents order line sales cost recalculation by Sales Entry Invoice Processing Report.

Note: The selection in the Use Current Sales Mgr Cost field in Product Warehouse Product Setup-Costs overrides this option.

In the case where the product cost is recalculated during invoice processing, but commission cost is not, the commission is calculated based on the original product cost. Existing overrides are not affected.

To control the recalculation of costs and commissions for Drop and Tied Special lines, during invoice processing, you must use Use Current Sales Mgr Cost and Use Current Commission Cost options in SA Administrator Options-Products-Costs.

Use Current Commission Cost

The default value is Recalculate Commission Cost, in which the commission cost is updated by Sales Entry Invoice Processing Report based on the selection in Calc Commissions From field in SA Administrator Options-Products-Costs.

Select Use Current Commission Cost to maintain current commission costs that are calculated based on the original product costs. This option prevents commission cost recalculation by Sales Entry Invoice Processing Report.

Note: The value in the Use Current Commission Cost field in Product Warehouse Product Setup-Costs overrides this option.