Items (tcibd0501m000)

Use this session to view, specify, and maintain general item data.

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:

  1. Select the item in the Items (tcibd0501m000) session.
  2. On the Edit menu, click Duplicate. The Copy Item Data (tcibd0205m000) session starts.
  3. 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.

Related topics

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.

Allowed values

Item Type

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.

Allowed values

Supply Source

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.

Related topics

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 itemProject segmentTypeDefault SourceVariantCustomizeWith PCSCustomized
Configured - with PCSXMFGJob ShopXYesYesYes
Configured - no PCS-MFGJob ShopXYesNoYes
STO/ETO - customizedXMFGJob Shop-YesYesYes
STO/ETO - customized part of configuration-MFGJob ShopXYesNoYes

 

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
CharacteristicpH value
TestLitmus test
Optionsblue = 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:

  • Purchased
  • Manufactured

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.

Actual Supply Source

The supply source that is used to replenish the inventory on hand for the current date as defined in the Date-Effective Supply Source (tcibd0510m000) session.

Allowed values

Supply Source

Schedule Type
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.

Unit Set

The item's unit set.

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 Unit

The weight unit in which the item's weight is expressed on the intrastat report. For details, see EU transaction reporting.

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.

Related topics

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.

If this check box is cleared, you can still manually define serial numbers for this item in the Serialized Items (tcibd4501m000) session.

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.

Contains Material

The materials for the item are defined in the Item Material Content (tcmpr0120m000) session.

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.

Related topics

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.

Configuration Group
Manufacturer
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.

This check box is available if the Project Pegging check box is selected in the Implemented Software Components (tccom0100s000) session.

In Warehousing, these restrictions can be overruled by users for whom the Overrule Item Restriction for Commingling and Transfers check box is selected in the User Profiles (whwmd1140s000) 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)
Note

If this check box is cleared for a cost item or service item, the Always Project Peg Cost Items without Warehouse check box in the Procurement Parameters (tdpur0100m000) session determines if project pegging is applicable for the item if no warehouse is linked.

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.

Allowed values

Demand Pegging Type

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.

This field is used on Intrastat declarations.

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.

Cost Component

The cost component assigned to the item.

Note

List items do not have cost components.

Related topics

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.

LN displays the revision number if a relationship is established between the engineering item and the item in the Engineering Item - Item Relationship (tiedm1101m000) session, and the engineering item revision is Approved by Production.

Update Method for E-Item Relation

The selected value indicates how LN handles the relationship between revisions of the engineering item and standard items or customized items.

Allowed values

Possible values

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.

Note

Click Unlink Derived-from Item to unlink the derived from item.

Type of Replacement

The item's replacement status.

Allowed values

Possible values

Date-Effective Supply Source

If this check box is selected, date-effective item data is present for the item.

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.

Tool Type Data

If this check box is selected, you have specified the item's tool type data in the Tools (titrp0101m000) session.

If the item is a tool you can click the button to start the Tools (titrp0101m000) session and enter or view the item's tool data.

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.

 

Unlink Derived-from Item

Empties the Derived-from Item field.

You can click this command if the following are applicable: