| Items (tcibd0501m000)Use this session to view, specify, and
maintain general item data. General item data applies to all the Infor LN packages.
Additionally, you can specify item data that is specific for a an Infor LN package in
these sessions: Note - Before you can specify the package-specific item data, you
must first define the general item data in the current session.
- If the Authorization and Security functionality is
implemented and active, Item permissions are set up in the Item Permissions (tcsec3635m000) session and linked to an employee using the Employee Authorization (tcsec1600m000) session. This employee can view, create,
and modify this item data, only if the authorization level is set to
Modify.
- If you use Data Management, you can set up the change control of the item by means of Change Management change
orders. Use the Change Control section to indicate the type of change
control that is required for the item.
- The item type that you select in this session is the
item's default item type. You can temporarily change the item type of purchased
and manufactured items in the Date-Effective Supply Source (tcibd0510m000) session. To start this session, click the Date-Effective Supply Source button.
Copy items If you want to define an item that has many details in
common with an existing item, you can copy the existing item. Take the
following steps: - Select the item in the Items (tcibd0501m000) session.
- On the Edit menu, click Duplicate. The Copy Item Data (tcibd0205m000) session starts.
- Use the Copy Item Data (tcibd0205m000) session to copy the source item data to a new target
item. You can select check boxes to indicate the type of data that must be
copied.
Delete items You can also delete item data. Therefore, you
either: - Select an item, and click Delete on the toolbar.
- Select an item, and click Delete in the Edit menu. To delete a range
of items, click Delete a range of records in the Edit menu, and then select
successively the first item and the last item of the range.
If you delete items, the following data is also deleted for
the items: - production BOMs
- routings
- Locations
- All standard cost and costing details
- Classification data from the Product Classification (GRT) module
- Item-based conversion factors
- Alternative items
- Item data for sales, purchase, service, warehousing,
ordering, planning, quality, and project.
- Purchase item - business partner relations
- Pricing data (price books)
In case of a generic item, also the following data is
deleted for the item: - Features and options
- Product features by generic item
- Generic item data
- Generic BOMs
- Generic routing
- Generic price lists
- Constraints
Item The raw materials, subassemblies, finished products, and tools
that can be purchased, stored, manufactured, and sold. An item can also represent a set of items handled as one kit,
or which exist in multiple product variants. You can also define nonphysical items, which are not
retained in inventory but can be used to post costs or to invoice services to
customers. The examples of nonphysical items: - Cost items (for example, electricity)
- Service items
- Subcontracting services
- List items (menus/options)
Segmented item codes consist
of a project-code segment and an item-base segment (the item code). You can
define the item code segmentation in the Item Code Segmentation (tcibd0500m000) session. Note If the item is a generic item, the
following characters are not allowed in the item code: % ' " ^ \ ! @ # $ & * ( ) | / ; ~ `
? { } [ ] < > The reason is that object files that are
generated for constraints in the Product Configuration module cannot contain these
characters. If the Check Project Code in Item Code check box is selected in the Item Base Data Parameters (tcibd9199m000) session, you cannot define items of which
the first part of the item name equals a project code in LN.
Item Type A classification of items used to identify if the item is, for
example, a purchased item, a manufactured item, or an equipment item. Depending
on the item's type, certain functions will only apply to that item. You can define default values for an item
type/item group combination in the Items - Defaults (tcibd0102m000) session. You can click Date-Effective Supply Source to start the Date-Effective Supply Source (tcibd0510m000) session and temporarily change the item type of items of
type Purchased and Manufactured. Default Supply Source The default supply source determines the production method for the item when the inventory on hand is not sufficient. Note If additional rules exist, the default supply source may be
overruled. Product Variant A unique configuration of a configurable item. The variant
results from the configuration process and includes information such as feature
options, components, and operations. Example Configurable item: electric drill Options: - 3 power sources (batteries, 12 V or 220 V)
- 2 colors (blue, gray).
A total of 6 product variants can be produced with these
options. Text If this check box is selected, a text is present. Item Group The item's item group. You must assign every item to an item group. To select the item group you can: - Select or create an item group in the Item Groups (tcmcs0123m000) session.
- Select the item's default data from the Items - Defaults (tcibd0102m000) session. The item default data includes the item
group.
If you defined default item data for the
item type and item group in the Items - Defaults (tcibd0102m000) session, LN enters the default data in the relevant
fields of the Items (tcibd0501m000) session. You can use the default values or change the
values as required. Configurable If this check box is selected, the item is a configurable item. Note - For Manufactured items with the Default Supply Source set to Assembly and for Generic items, this check box is by default selected and
unavailable.
- If this check box is selected for a Purchased item, the Purchase Schedule in Use check box is by default
selected and unavailable.
Search Key I The search key for the item. Default value The first 16 characters of the item's Name field. Periods
and characters preceding them are not included in the search key. Search Key II The second search key for the item. Default value The first 16 characters of the item's Name field. Periods
and characters preceding them are not included in the search key. Customized If this check box is selected, a standard item is
configured or customized. The customized item either references a product variant, or has a project code as part of the
item code in case of standard-to-order (STO)/ engineered-to-order
customization. The check box is selected automatically for the following
configurations: Kind of
item | Project segment | Type | Default
Source | Variant | Customize | With
PCS | Customized |
---|
Configured - with
PCS | X | MFG | Job Shop | X | Yes | Yes | Yes | Configured
- no PCS | - | MFG | Job Shop | X | Yes | No | Yes | STO/ETO
- customized | X | MFG | Job Shop | - | Yes | Yes | Yes | STO/ETO
- customized part of configuration | - | MFG | Job Shop | X | Yes | No | Yes |
Option Set A group of possible values of a characteristic. For each value
(option) you can indicate whether it is acceptable or not. The options blue and red form an option set Example Characteristic | pH value | Test | Litmus test | Options | blue = acceptable | red = not acceptable |
List Type A further specification of items of the Purchased or List item
type. Purchase Schedule in Use If this check box is selected, orders for the item are
issued according to a purchase schedule. You can select this check box only for items of these
types: If you change this check box and you
already defined the item's ordering data in the Items - Ordering (tcibd2100m000) session or the Items - Ordering Defaults (tcibd2101m000) session, you must redefine the ordering system
in the item ordering data. For items of types other than Purchased and Manufactured, the Purchase Schedule in Use check box is cleared and unavailable. Environmental Compliance Worldwide, various regulations exist to limit the use of
hazardous chemical substances in electronic equipment preventing environmental
pollution. Companies, in most cases producers of electronic
equipment, are legally required to: - Set up and control compliancy rules.
- Verify whether purchased, engineered, manufactured, and
serviced material is compliant.
- Verify whether their work processes are
compliant.
This field indicates the item's
environmental compliancy. The value in this field can be set by an external
software application. Subassembly If this check box is selected, the item is a subassembly. Inventory Unit The unit of measure in which the inventory of an item is
recorded, such as piece, kilogram, box of 12, or meter. The inventory unit is also used as the base unit in measure
conversions, especially for conversions that concern the order unit and the
price unit on a purchase order or a sales order. These conversions always use
the inventory unit as the base unit. An inventory unit therefore applies to all
item types, also to item types that cannot be kept in stock. Weight The item's weight, expressed in the item's weight unit. This
information is required on the intrastat report. Lot Controlled If this check box is selected, the item must be
assigned to a lot. Serialized If this check box is selected, occurrences of the item are serialized items. LN generates the serial numbers by using a mask,
or you can enter the serial numbers manually. Note If you cannot select this check box because
the check box is unavailable, the rounding factor of the serialized item's inventory unit may be wrong. You must set the rounding factor in the Units (tcmcs0101m000) session to 1.0. Unit Effective End Item If this check box is selected, the item is unit effective. Unit Effective Supply Order planning in Enterprise Planning results in calculating the demand
for the components of parent items. If an effectivity unit is assigned to the
parent item, you can choose whether the components of the parent item must be
specified by the parent item's effectivity unit. If this check box is selected, LN communicates the
parent item's effectivity unit to the component items. This means that if the
same component item is used in several unit effective parent items, several
orders are generated for the component item, each order with its own
effectivity unit. If this check box is cleared, LN does not communicate the parent item's effectivity unit to the
component items. This is useful when the effectivity unit of the parent item is
not relevant for the lower part of the item structure. Although components are
demanded for 100 different effectivity units, you only get one supply order of
100 pieces for the standard configuration instead of 100 orders. Note - You can only select this check box if the Lot Controlled check box is selected. If you store effectivity units in
inventory, unit information is linked to the item's lot number: the inventory
is stored at lot level, and in the lot, the unit is recorded. As a result, you
can only select the Unit Effective Supply check box if the Lot Controlled check box is selected. Note that if an item is not lot
controlled, the item is stored with unit 0 (zero) in inventory, even if a
demand exists for a specific effectivity unit.
- If this check box is cleared, the Effectivity Units are Interchangeable check box is
always selected and unavailable. In this way, the demand is matched with
available inventory, regardless of the effectivity unit.
Example Item C is a purchased item that is used in
two unit effective end items, A and B. One end item, item A, has effectivity
unit 15, and the other end item, item B, has effectivity unit 16. If the Unit Effective Supply check box is selected for item
C, and a demand for item C is required when producing items A and B, two
purchase orders for item C are created: one purchase order with effectivity
unit 15, and another purchase order with effectivity unit 16. If the Unit Effective Supply check box is cleared for item
C, only one purchase order is created to order two items C. The effectivity
unit is 0 (zero). Effectivity Units are Interchangeable If this check box is selected, the unit-effective item
is interchangeable. This check box is always selected and
unavailable if the Unit Effective Supply check box is cleared. In this
way, the demand is matched with available inventory, regardless of the
effectivity unit. Material The material of which the
item is composed. This field is only used for information. Size The item's size. This field is only used for
information. Standard The industrial standard used to produce or purchase the item.
For example, NEN3140 or ISO9000. This field is only used for
information. Change Order The change order that determines the item's effective date. LN cannot use the item
before the effective date. The change order is linked to the item in the Change Management module
of Data Management. Effective Date The date and time when the item becomes effective. LN cannot use the item on
any order or plan before the effective date. This allows you to define items
before they are actually ordered or produced. The date is supplied by the Change Management (CHM) module of Data Management. Change Management Allowed If this check box is selected, you can use Change Management (CHM) change orders to control the item data and the effectivity dates
of the item's BOM data and routing data. This check box is selected by default if
the Object Data Management (DM) check box is selected in the Implemented Software Components (tccom0100s000) session. Effectivity Dates by Change Order If you want to control the effectivity dates of the item's BOMs
and routings through Data Management change orders, select this check box. If the Change Management Allowed check box is selected and you clear this check box, LN applies the changes
according to the approved change orders but does not record the effective
dates. This allows you to track the changes that are made to the item, the BOM,
and the routing of which the effective dates are not important. Multiple Change Orders Allowed If you select this check box, a single BOM line or routing
operation can be controlled by more than one change order at a time. The first
change order that is approved makes the BOM line or routing operation
effective. If the Effectivity Dates by Change Order check box is selected, you can select or clear this check
box. In Process by CHM If this check box is selected, the effectivity unit is
under change management control. If a change proposal is linked to the
effectivity unit, and the change proposal has not yet been approved, LN selects this check
box. In the Change Management (CHM) module you can keep track of the effective and expiry dates of the
effectivity unit according to a defined procedure. Last Modification Date The date the item data was last modified. Product Type User-definable item grouping data that is used as a sorting and
selecting criterion. The product type is intended for classifying items with
similar characteristics for production purposes. Product Class User-definable item grouping data that is used to distinguish
between different groups of items in a product line. The product class is
mainly used as a selection criterion for reporting. Product Line A group of products made by the same producer, that are similar
but differ in details such as, size, shape, color, and so on. User-definable
item grouping data, mainly used as an item selection criterion for reporting. Restrict Commingling and Transfers If this check box is selected, commingling of supply
for project pegged demand and cost transfer of project peg excess inventory are
restricted by rules defined in the Commingling Exceptions (tcpeg0102m000) session. Restricted by Components If this check box is selected, commingling and transfers are restricted for
some of the item's components. Inherit Project Peg If this check box is selected, the dependent components will inherit the
project peg of the main item. Mandatory Project Peg If this check box is selected, the item must be pegged to project. If this check box is selected, the Safety Stock must be zero in these
sessions: - Items - Ordering (tcibd2100m000)
- Items - Ordering Defaults (tcibd2101m000)
- Item Data by Warehouse (whwmd2110s000)
Demand Pegged If this check box is selected, demand pegging is enabled for the item. Sales
orders and service orders for the item can be pegged in order to have pegged
supply. Note - The item type must be Manufactured or Purchased, or the item type specification must be Kit.
- This check box is visible only if the Demand Pegging check box is selected in the Implemented Software Components (tccom0100s000) session.
Demand Pegging Type Specify the type of peg, which determines the specification attributes used for demand and
supply matching. Note - The demand side and supply side of the matching process
must be based on the same Demand Pegging Type.
- This check box is visible only if the Demand Pegging check box is selected in the Implemented Software Components (tccom0100s000) session.
Use Unallocated Inventory If this check box is selected, unallocated inventory can be allocated and
used to supply the demand order. First, allocated inventory is used, then
unallocated inventory. If this check box is cleared, only allocated inventory
can be used. Note This check box is visible only if the Demand Pegging check box is selected in the Implemented Software Components (tccom0100s000) session. Critical Safety Item If this check box is selected, the item is a critical safety item. Note On bar code labels, for example Odette Transport Label or
Global Transport Label (GTL), a control symbol (circle with inscribed inverted
triangle) may be printed in case of safety items on buyer's
request. Country of Origin The country where the item was originally
manufactured. Selection Code User-definable item grouping data. Use selection codes to
select items by color, diameter, product expiry date, and so on. Note Selection codes are used for information purposes
only. Technical Coordinator The employee who is responsible for maintaining the technical
item specifications and the requirements for the manufacturer of the item. This
employee is also responsible for maintaining the information concerning
hazardous material and the risk classification in Warehousing. Harmonized System Code Code that identifies group of items in order to collect and
report statistical data on the export and import of goods in the countries of
the European Union (EU). The reporting authorities determine the harmonized
system codes. Subject to Trade Compliance If this check box is selected, the item is subject to
trade compliance checks. The setting of this check box is displayed in various
sessions in Warehousing, Sales, and Procurement. This check box is available if the: Critical Safety Item If this check box is selected, the item is a critical safety item. Note On bar code labels, for example Odette Transport Label and
Global Transport Label (GTL), a control symbol (circle with inscribed inverted
triangle) may be printed in case of safety items on buyer's
request. Item Signal A warning message displayed if you enter or select an item to
which a signal is linked. Item signals can also be used to block the issue
and/or requisition of items. Business-partner signal A warning message displayed if you select a business partner
to which a signal is linked. EAN Code The bar code used to register the item. Extra Information The additional information about the item. Revision Controlled If this check box is selected, the item has revisions. Actual Revision The latest revision of the item. Derived-from Item The item code of the standard item from which the customized
item is derived. If a standard item is copied to a customized
item using the Copy Standard Product Structure to Customized Structure (tipcs2230m000) session, LN displays the
standard item code in the customized item's Derived-from Item field. Type of Replacement The item's replacement status. Ordering Data If this check box is selected, you have specified the
item data that indicates how you order the item in the Items - Ordering (tcibd2100m000) session. To enter or view the item ordering data,
click the button to start the Items - Ordering (tcibd2100m000) session. Sales Data If this check box is selected, you have specified
specific item data for sales in the Items - Sales (tdisa0501m000) session. To enter or view the item sales data, click
the button to start the Items - Sales (tdisa0501m000) session. Production Data If this check box is selected, you have specified the
item's production data in the Items - Production (tiipd0101m000) session. To enter or view the item production data,
click the button to start the Items - Production (tiipd0101m000) session. Purchase If this check box is selected, you have specified data
for purchasing the item in the Items - Purchase (tdipu0101m000) session. To enter or view the item purchase data,
click the button to start the Items - Purchase (tdipu0101m000) session. Warehousing Data If this check box is selected, you have specified
specific item data that is required by Warehousing in the Item - Warehousing (whwmd4100s000) session. To enter or view the item warehousing data,
click the button to start the Item - Warehousing (whwmd4100s000) session. Planning Data If this check box is selected, you have specified item
data related to planning the order or production in the Items - Planning (cprpd1100m000) session. To enter or view the item plan data, click
the button to start the Items - Planning (cprpd1100m000) session. Costing Data If this check box is selected, you have specified
specific item data for cost calculation in the Items - Costing (ticpr0107m000) session. To enter or view the item costing data,
click the button to start the Items - Costing (ticpr0107m000) session. Quality Data If this check box is selected, you have specified
specific item quality data for inspection in the Items - Quality Data (qmptc0118m000) session. To enter or view the item quality data,
click the button to start the Items - Quality Data (qmptc0118m000) session. Project If this check box is selected, you have specified
specific item data that is required by Project in the Item - Project (tppdm0105s000) session. To enter or view the item project data,
click the button to start the Item - Project (tppdm0105s000) session. Service Data If this check box is selected, you have specified item
data related to service in the Items - Service (tsmdm2100m000) session. To enter or view the item service data,
click the button to start the Items - Service (tsmdm2100m000) session. Freight If this check box is selected, you have specified item
data related to freight management in the Items - Freight Management (fmfmd1100m000) session. To enter or view the freight data, click the
button to start the Items - Freight Management (fmfmd1100m000) session. Picture The item's picture. - You can add a picture by a drag-and-drop
operation.
- The picture can have the following extensions: .jpg, .gif,
or .png.
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