Item Defaults (tcibd0502m000)

	Item Defaults (tcibd0502m000) Use this session to specify and maintain the default global item data for a combination of item type and item group. This session is available only if you use multisite. The default global item data comprises this data for the item type and item group: The centrally controlled default item data at the company level, which includes the general settings The default item data that is specific for the various subentities, such as item sales defaults and item production defaults The default sites and offices that can store, buy, make, and sell the items This session is started when you specify or modify global item defaults in the Item Defaults (tcibd0102m000) session. Note All global item defaults that are used in a company are displayed in the Item Defaults (tcibd0102m000) overview session. If you specify an item of this type and item group in the Item (tcibd0501m100) session, the default data is populated in the corresponding fields. You can use the default values or change the values as required. Tabs The lines on the tabs refer to these sessions: Item Control and Defaults by Site On this tab, you can specify and view the default sites that are linked to the item type and item group. Click the Go to details button for a line to specify how item data is controlled and defaulted for the site in the Item Control and Defaults by Site (tcibd1552m000) session. Enterprise Units Refers to the Item - Costing Defaults (ticpr0108m000) session. On this tab, you can view the default costing data that is generated based on the enterprise unit that is linked to the warehouse in the Item - Ordering Defaults (tcibd2101m000) session. You must manually specify the default Standard Cost Component Scheme, the Surcharge check boxes and the Landed Costs Set. You can also specify new default costing data on this tab. Planning Clusters Refers to the Items - Planning Defaults (cprpd1110m000) session. On this tab, you can view the default planning data record that is generated based on the planning cluster that is linked to the warehouse in the Item - Ordering Defaults (tcibd2101m000) session. You must manually specify the default Order Horizon and the Plan Level. You can also specify new default planning data on this tab. Purchase Offices Refers to the Purchase Offices - Item Defaults (tcibd1165s000) session. On this tab, you can specify and view the default purchase offices that are linked to the item type and item group. Sales Offices Refers to the Sales Offices - Item Defaults (tcibd1175s000) session. On this tab, you can specify and view the default sales offices that are linked to the item type and item group. Service Offices Refers to the Service Departments - Item Defaults (tcibd1185s000) session. On this tab, you can specify and view the default service offices that are linked to the item type and item group. Related topics Item data Setting up item defaults for multisite Multisite overview Item Type The item type to which the default values apply. Allowed values Item Type (a.k.a. kind of item) Note The item type Product can be used only if the Item Type Product field is set to Active in the Implemented Software Components (tccom0100s000) session. The item types Purchased and Manufactured are used only if the Item Type Product field is set to Inactive in the Implemented Software Components (tccom0100s000) session. Item Group The item group to which the default values apply. Order System The default order system for the item. Note The Planned order system only applies if the default supply source is Repetitive. Subassembly If this check box is selected, the item is a subassembly. Related topics Overview of subcontracting Operation subcontracting with material flow support Default Supply Source default supply source. Allowed values Supply Source List Type A further specification of items of the type Purchased, Product, or List. If the item type is Purchased or Product, you can specify that the item is a tool. If the item type is List, you can specify whether the item is a: Kit Option Menu Configurable If this check box is selected, the item is configurable. Note For Manufactured or Product items with the Default Supply Source set to Assembly and for Generic items, this check box is by default selected and disabled. If this check box is selected for a Purchased or Product item, the Purchase Schedule in use check box is by default selected and disabled in the Items - Purchase (tdipu0101m000) session. Customizable If this check box is selected, the item will be customized by default. The setting of this check box is defaulted to the Make Customized check box on the sales quotation- and sales order-line. Customization, which also requires generation of a product structure, is applicable for these items: Generic items, which must always be customized. Product, Purchased, and Manufactured items, only if the Make Customized check box is selected on the customer order. The setting of this check box can be modified on the customer order. Standard items that have anonymous inventory and for which the Make Customized check box is selected on the customer order. Note The setting of the With PCS check box determines whether a project structure will also be generated, and consequently, a PCS project is linked to the customized item. Related topics Item structures With PCS If this check box is selected, for a main item, the item structure is generated by using a PCS project. Note The field is visible only if the Project Control (PCS) check box is selected in the Implemented Software Components (tccom0100s000) session. Because generic items cannot be part of a project, after generation of a project structure for the generic item, a new item is created that is part of a project. Related topics Item structures Unit Set The default unit set for items of this item type and item group. Inventory Unit The default inventory unit for items of this item type and item group. Lot Controlled If this check box is selected, the item must be assigned to a lot. Related topics Lot control Serialized If this check box is selected, occurrences of the items are serialized items. LN generates the serial numbers by using a mask, or you can manually specify the serial numbers. Note If you cannot select this check box, 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. Related topics Overview of serialized items To set up serialized items Create Item - Sales If this check box is selected, based on the item sales defaults, sales data is created for new items in the Item - Sales (tdisa0601m000) session. If this check box is cleared, sales data is not created for items. Sales Data If a check mark is displayed, you have specified default item sales data in the Item - Sales Defaults (tdisa0102s000) session. Click the button to start the Item - Sales Defaults (tdisa0102s000) session. Use Project Data If this check box is selected, based on the item project defaults, project data is created for new items in the Item - Project (tppdm0105s000) session. If this check box is cleared, project data is not created for items. Project Data If a check mark is displayed, you have specified default item project data in the Item - Project Defaults (tppdm0106s000) session. Click the button to start the Item - Project Defaults (tppdm0106s000) session. Create Item - Ordering If this check box is selected, based on the item ordering defaults, ordering data is created for new items in the Item - Ordering (tcibd2600m000) session. If this check box is cleared, ordering data is not created for items. Ordering Data If a check mark is displayed, you have specified default item ordering data in the Item - Ordering Defaults (tcibd2101m000) session. Click the button to start the Item - Ordering Defaults (tcibd2101m000) session. Create Item - Production If this check box is selected, based on the item production defaults, production data is created for new items in the Item - Production (tiipd0601m000) session. If this check box is cleared, production data is not created for items. Production Data If a check mark is displayed, you have specified default item production data in the Item - Production Defaults (tiipd0102m000) session. Click the button to start the Item - Production Defaults (tiipd0102m000) session. Create Item - Purchase If this check box is selected, based on the item purchase defaults, purchase data is created for new items in the Item - Purchase (tdipu0601m000) session. If this check box is cleared, purchase data is not created for items. Purchase Data If a check mark is displayed, you have specified default data for purchasing the item in the Items - Purchase Defaults (tdipu0102m000) session. Click the button to start the Items - Purchase Defaults (tdipu0102m000) session. Create Item - Warehousing If this check box is selected, based on the item warehousing defaults, warehousing data is created for new items in the Item - Warehousing (whwmd4600m000) session. If this check box is cleared, warehousing data is not created for items. Warehousing Data If a check mark is displayed, you have specified default item warehousing data in the Item - Warehousing Defaults (whwmd4101s000) session. Click the button to start the Item - Warehousing Defaults (whwmd4101s000) session. Create Item - Freight If this check box is selected, based on the item freight defaults, freight data is created for new items in the Items - Freight Management (fmfmd1100m000) session. If this check box is cleared, freight data is not created for items. Freight Data If a check mark is displayed, you have specified default item freight data in the Items - Freight Defaults (fmfmd1101m000) session. Click the button to start the Items - Freight Defaults (fmfmd1101m000) session. Create Item - Service If this check box is selected, based on the item service defaults, service data is created for new items in the Items - Service (tsmdm2100m000) session. If this check box is cleared, service data is not created for items. Service Data If a check mark is displayed, you have specified default item service data in the Items - Service Defaults (tsmdm2105m000) session. Click the button to start the Items - Service Defaults (tsmdm2105m000) session. Create Item - Quality If this check box is selected, based on the item quality defaults, quality data is created for new items in the Items - Quality Data (qmptc0118m000) session. If this check box is cleared, quality data is not created for items. Quality Data If a check mark is displayed, you have specified default item quality data in the Items - Quality Defaults (qmptc0117m000) session. Click the button to start the Items - Quality Defaults (qmptc0117m000) session. Create Tool If this check box is selected, based on the tool defaults, tool data is created for new items in the Tools (titrp0101m000) session. If this check box is cleared, tool data is not created for items. Tool Data If a check mark is displayed, you have specified default item tool data in the Tool - Defaults (titrp0109m000) session. Click the button to start the Tool - Defaults (titrp0109m000) session. Sites If this check box is selected, local item data is automatically generated for the linked sites when you specify a new item in the Item (tcibd0501m100) session. If this check box is cleared, you must manually generate local item data for the sites. Use the Create Items by Site command on the appropriate menu of the Sites tab in the Item (tcibd0501m100) session. Related topics Item defaults by site Item data by site Purchase Offices If this check box is selected, local item data is automatically generated for the linked purchase offices when you specify a new item in the Item (tcibd0501m100) session. If this check box is cleared, you must manually generate local item data for the purchase offices. Use the Create Items by Purchase Office command on the appropriate menu of the Purchase Offices tab in the Item (tcibd0501m100) session. Related topics Item defaults by office Item data by office Sales Offices If this check box is selected, local item data is automatically generated for the linked sales offices when you specify a new item in the Item (tcibd0501m100) session. If this check box is cleared, you must manually generate local item data for the sales offices. Use the Sales Offices command on the appropriate menu of the Sales Offices tab in the Item (tcibd0501m100) session. Related topics Item defaults by office Item data by office Service Offices If this check box is selected, local item data is automatically generated for the linked service offices when you specify a new item in the Item (tcibd0501m100) session. If this check box is cleared, you must manually generate local item data for the service offices. Use the Service Offices command on the appropriate menu of the Service Offices tab in the Item (tcibd0501m100) session. Related topics Item defaults by office Item data by office 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 whom a signal is linked. Item Default Text If this check box is selected, a text is present. Related topics Using texts Cost Component A cost component is a user-defined category for the classification of costs. Cost components have the following functions: To break down an item's standard cost, sales price, or valuation price. To create a comparison between the estimated production order costs and the actual production order costs. To calculate production variances. To view the distribution of your costs over the various cost components in the Cost Accounting module. Cost components can be of the following cost types: Operation Costs Material Costs Surcharge on Material Costs General Costs Not Applicable Note If you use Assembly Control (ASC), you cannot use cost components of the General Costs type. Because the cost type is used in Project or Service, the cost component must be of the Not Applicable or the Material Costs type. Note List items do not have cost components. Standard Costs at Level The level at which the standard cost calculation is performed for the item type and item group. Company The standard cost calculation is performed by logistic company. Enterprise Unit The standard cost calculation is performed by enterprise unit. Related topics Activating standard cost by enterprise unit for multisite Activating multisite - overview 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. Related topics Change Management (CHM) Change Order 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. Related topics Change Management (CHM) Change Order Inherit Project Peg If this check box is selected, the dependent components will inherit the project peg of the main item. Note This check box is visible only if the Project Pegging check box is selected in the Implemented Software Components (tccom0100s000) session. Related topics Project pegging overview Mandatory Project Peg If this check box is selected, the item must be pegged to project. Note This check box is visible only if the Project Pegging check box is selected in the Implemented Software Components (tccom0100s000) session. Related topics Project pegging overview Revision Controlled If this check box is selected, the item has revisions. Related topics Engineering data management summary 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, Purchased, Product, or List with subtype Kit. This check box is visible only if the Demand Pegging check box is selected in the Implemented Software Components (tccom0100s000) session. Related topics Demand pegging overview Demand Pegging Type Specify the type of peg, which determines the peg content used in demand and supply matching. The peg content is stored in the specification linked to the item. 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 Related topics Demand pegging overview Use Unallocated Inventory If this check box is selected, unallocated inventory can be allocated and used to supply the demand order. Allocated inventory is used first to supply the demand. If unavailable, or an insufficient quantity is available, unallocated inventory is used. If this check box is cleared, only allocated inventory can be used. Note This check box is enabled if the Demand Pegging check box is selected in the Implemented Software Components (tccom0100s000) session. This check box affects the allocation of inventory to sales orders and the supply orders planned by Enterprise Planning. The Advise Unallocated Inventory check box in the Inventory Handling Parameters (whinh0100m000) session determines whether you can advise unallocated inventory for a demand-pegged outbound order. Related topics Allocation buffers Allocated or unallocated inventory in the outbound process The outbound procedure Demand pegging overview Unit Effective End Item If this check box is selected, the item is unit effective. You can generate effectivity units for an item in the Items - Effectivity Series (tcuef0101m000) session after you defined an effectivity series. An effectivity unit is automatically generated when you insert a unit effective item on a sales order line, sales quotation line, or sales contract line. In this case, also the Generate Effectivity Unit during Demand Entry check box in the Unit Effectivity Parameters (tcuef0500m000) session must be selected. If this check box is selected and disabled, effectivity units are already linked to this item. Items and their effectivity units are displayed in the Effectivity Units (tcuef0502m000) session. If this check box is cleared, effectivity units cannot be generated automatically for the item, but you can still manually link an effectivity unit to the item on a sales order line or a quotation order line. If, for example, the item is a spare part, on a sales order line, you can insert the effectivity unit of the item in which the spare part is used. Related topics Overview of unit effectivity 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 to specify the components of the parent item 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 if 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 select this check box only 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 the unit is recorded in the lot. 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 disabled. In this way, the demand is matched with available inventory, irrespective 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). Related topics Overview of unit effectivity Effectivity Units are Interchangeable If this check box is selected, the unit-effective item is interchangeable between different effectivity units. This check box is always selected and disabled if the Unit Effective Supply check box is cleared. In this way, the demand is matched with available inventory, regardless of the effectivity unit. Related topics Interchangeability of effectivity units Overview of unit effectivity 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. Manufacturer The items' default manufacturer. Related topics Purchasing manufacturer's items 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. Configuration Group The configurable item 's default configuration group. Related topics CPQ Configurator set up Weight The default weight of items of this item type and item group, expressed in the weight unit. This information is required on the intrastat report. Related topics EU transaction reporting Weight Unit The default weight unit for items of this item type and item group. The item's weight is expressed in the weight unit on the intrastat report. Related topics EU transaction reporting Material The material of which the items are composed. This field is only used for information. Size The items default size. This field is only used for information. Standard The industrial standard used to produce or purchase the items. For example, NEN3140 or ISO9000. This field is only used for information. Country of Origin The country where the item was originally manufactured. This field is used on Intrastat declarations. Related topics Setting up the EU Intrastat declaration EAN Code The default bar code used to register the items. Extra Information The additional information about the item. 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. Related topics EU transaction reporting Critical Safety Item If this check box is selected, the item is a critical safety item. Note On barcode 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.