Maintaining Item attributes (T)
- Expand Master Data applications > Item Base Data. Select Item.
- Select Item.
- Select an item record and click the arrow icon.
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Specify this information:
- Identification Code
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Specify an item code from SOR. This field is mandatory.
- Item Type
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Select an item type from the list. An item type is a classification for items that indicates how you order and stock a particular item at your company. This can be classified into these types:
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Purchased
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Manufactured
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Cost
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Service
You can set the Item type in the Tax Engine, however, the majority of items will be set up as Purchased Items. If an item will be used for third-party transactions, item type should be Manufactured.
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- Description
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Provide a description for the item based from SOR.
- Cost type item
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Select a cost type item from the list. This field is enabled if the selected item type is Cost. A cost item can be further classified into these types:
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Freight
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Insurance
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Other Expenses
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Customs Charges
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- Item Group
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Search and select from the list, then click OK. Item Groups Data is a group of items with similar characteristics.
- Unit
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Search and select the unit of measure in which an item is sold. Click OK.
This field is mandatory.
- Item Fiscal Data
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Search and select the item's Mercosur Common Nomenclature (NCM) Code (this field is not required if not operating in Brazil). Click OK.
- Cost Price Component
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Search and select the item’s classification of Cost. Click OK.
- Warehouse
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Search and select a physical location where the item is located.
- Product Type
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Search and select a product type. Click OK.
The product type is intended for classifying items with similar characteristics or attributes for production purposes. See Maintain Product Types data (T).
- EAN Code
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Specify a standard bar code or a unique number assigned to products, assets, cargo, services, and so on.
- Gross Weight
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Specify the item’s total weight.
- Net Weight
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Specify the item’s net weight.
- Price Tolerance (+)
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Specify the percentage that the actual sales price is allowed to exceed the target price.
- Price Tolerance (-)
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Specify the percentage that the actual sales price is allowed to be lower than the target price.
- Sales Price
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Specify the price per unit in which an item is sold.
- Sales Price Unit
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Specify the unit of measure on which the sales price is based.
- Click the Save icon.