Create Item

…the item type controls the item's life cycle and is mandatory for the item creation. It is not possible to change an item type when the item has been created. The only time an item type can be changed is when copying template items.

The functionality connected to the item type includes:

a) Template item containing default values for creating items.

b) Numbering rule to assign the correct item number based on settings in (MWS050).

c) Field control in (MWS041) that sets the fields displayed for the item in (MMS001), the item/warehouse in (MMS002), and the item/facility in (MMS003).

d) Warehouse/item type in (MWS042) to set the item/warehouse records generated when you create an item.

e) Alias/item type in (MWS043) that is used to set the alias number(s) generated when you create an item. Alias numbers are EAN13, UPC, popular numbers, and such.

The item type can also be used as a selection criteria to find any type of items, such as raw material, purchased components, semi-finished and finished products.

Item types are defined in (CRS040), where they can also be linked to an item category.

...a two digit code indicating the status of the item in the system. The valid alternatives are:

00-04 = User-defined status for an unreleased item number.

05 = Template item used to auto-create items. It is connected to the item type in (CRS040).

06-09 = User-defined status for unreleased item numbers.

10 = Preliminary item. For purchase only.

11-14 = User-defined status for an unreleased item number.

15 = Replacement item. Status remains at 15 until the balance of the replaced item is zero. Then status is automatically changed to 20.

20 = Released item.

30 = Alternate items are available.

40 = Item is released but has a low turnover. Items with low turnover can be mass updated into status 40 in 'Item. Calculate Status' (MMS530).

50 = Item is to be used and then removed from the assortment. When available balance is zero, the status is automatically changed to 80.

80 = Item no longer stocked but such transactions as returns from customers or suppliers are permitted.

90 = Item no longer stocked. This status can be entered manually or in 'Create Item Filing or Deletion' (MWS810).

99 = Item no longer stocked due to item number change. The item only exists in the item table.

The most common status for an item is 10, 20 or 90.

...whether the item is manufactured in-house or purchased. The valid alternatives are:

1 = Manufactured

2 = Purchased.

...the item group to which the item is connected. This information is used as selection and sorting criteria for printouts and calculations. The item group is created in 'Item Group. Open' (CRS025).

Custom fields can be linked to the item group using related option 11 (conn u-d fld gr) in 'Item Group. Open' (CRS025/B).

...the user-defined accounting control object, which is added as a further specification to an accounting string.

For example, if you have items that are posted to the same accounting strings, you can separate different items by using this account control object.

Accounting control objects are created in 'User-defined TST Field 2. Open' (CRS355).

…whether an item or document is managed using an engineering change order (ECO). The field is usually used when you have complex products. You must have the ECM module installed for this.

The valid alternatives are:

0 = No

1 = Yes

...whether the stock kept for the item is to be accounted for in the inventory records. The valid alternatives are:

0 = No.

1 = Yes, the item is inventory accounted.

2 = No, the item is not inventory accounted, but it is planned as demand in the material planning process in (MMS080).

3 = No, the item is not inventory accounted, but it is planned as a function number. A function number is a dummy number for items that can replace each other. So material planning for the item is done on the function number level instead of the item level.

For alternative 0, the on-hand balance is always zero. There are no transactions in the material plan or the table that is updated when inventory accounting is done. Alternative 1 is the most commonly used one.

...if and how lot control is to be applied, which is whether the items should be assigned lot numbers. The valid alternatives are:

0 = Lot control not used.

1 = Lot control used. Lots do not have to be defined in the lot master table. This is used when you want to separate items into different lots in your stock, but you do not keep any data on the lots.

2 = Lot control used. All lots must be entered in the lot master and each lot number is considered to be a serial number.

3 = Lot control used. All lots must be entered in the lot master. This is the most commonly used alternative.

5 = Lot control used. All lots must be entered in the lot master. Serial number specification is connected to each lot.

...how the lot or serial number is generated.

The valid alternatives are:

0 = Manually

1 = Automatically using YYMM plus a 6 digit sequence number

2 = Automatically, using YY plus an 8 digit sequence number

3 = Automatically, using a 7 digit sequence number

4 = Goods receiving number generated during goods receipt, but this must be entered manually

5 = Order number - only used with manufacturing orders

6 = Automatically, using YYMMDD plus a 4 digit sequence number.

8 = Simple lot tracing for outbound deliveries, mandatory to fill in a lot reference when reporting pick lines

9 = Simple lot tracing for outbound deliveries, optional to fill in a lot reference when reporting pick list lines

...whether an alternate unit of measure can be used for an item. This can be used if, for example, you sell items in pieces and there is a customer who wants to buy pieces, but wants to be able to order in kilograms as well.

The valid alternatives are:

0 = No alternate units of measurement can be used

1 = Alternate units of measurement exist but must never differ from the standard U/M - purchase order, defined in (MMS015/E). This alternative applies to purchase orders only.

It is used when items are purchased in the basic unit of measure, but the item is stocked in another unit of measure. Then it is necessary to define an alternate unit of measure for the conversion factor. For example, the supplier sells the item in boxes of 100, but you stock the item in boxes of 10.

2 = Alternate units of measurement exist and are permitted, under the condition that the unit is entered for the item.

Alternate units of measurement are defined per item in 'Item. Connect Alternate U/M' (MMS015).

...whether the item should be quality inspected. The valid alternatives are:

0 = No

1 = Yes, but without the quality request.

2 = Yes, together with the quality request.

3 = Yes, together with the quality request; automatic creation of records in (PPS300)and lots in (MMS235).

Alternatives 0 and 1 apply only to quality inspection in the module for production activity control. Alternative 2 refers to both production control and purchasing.

If you wish to perform a quality inspection using the Laboratory and Inspection request, the Laboratory and Inspection Control module must be installed.

…how the expiration date is calculated. This is used to set the expiration date, which is primarily used to obtain a correct priority date for lots in 'Balance Identity. Open Toolbox' (MWS068). This, in turn, is used for automatic allocation when following FIFO principles. The valid alternatives are:

0 = Expiration date missing. The receipt date is used as priority date for allocation if lot control is used.

1 = The expiration date is calculated from the goods receiving/receipt date using the item's shelf life. This date can be overridden in goods receiving for purchasing and in receipt for manufacturing orders.

2 = The expiration date is calculated from the production date specified (either in goods receiving for purchasing or in receipt for manufacturing orders.

A manually entered expiration date is always used as the priority date.

...how many decimal places are to be used in connection with processing quantities.

Zero to six decimal places may be used.

…the unit of measure (U/M) in which the quantity on the purchase order is expressed.

The purchase order U/M can be the alternate U/M or the item's standard purchase U/M, if an alternate does not exist. If there is no standard purchase U/M, the item's basic U/M is used.

…how many decimal places are used when displaying or entering prices.

The valid alternatives are:

0 = No decimal

1 = One

2 = Two

3 = Three

4 = Four

...a reference code for standard text, which is to be printed on external POs and quotation request documents for the item.

Standard texts are entered in 'External Instruction. Open' (MMS135). The specified code is entered in (MMS001) and proposed by default. However, it may be changed on the purchase order lines. The standard text printed is not saved on the purchase order.

...the method that controls processing of the goods receiving flow. Depending on the method, quality inspection may be performed, certain documents may be printed, etc. On the purchase order line, a default goods receiving method is proposed. This method may be overridden. The proposal comes from one of three sources according to the following priority ranking:

1 = Combination of item and supplier

2 = Item

3 = Purchase order type

...whether a person entering a requirement for this item should receive a message in 'Application Message. Open' (CRS420).

The valid alternatives are:

0 = No

1 = Yes.

Gross weight

General unit for weight

...the item's weight per basic U/M including the weight of any product packaging material.

The information is used when creating packages for transportation purposes and should not include transportation packaging material such as transportation boxes, pallets, containers, and so on.

General unit for weight - Must be defined in 'Unit of Measure. Open' (CRS050) and is connected to all items for the company in 'Settings - User-def Item Fields' (CRS703).

Net weight

General unit for net weight

...the item's net weight per basic U/M.

General unit for weight - Must be defined in 'Unit of Measure. Open' (CRS050) and is connected to all items for the company in 'Settings - User-def Item Fields' (CRS703).

Volume

General unit for volume

...the item's volume per basic U/M, including any product packaging material.

General unit for volume - Must be defined in 'Unit of Measure. Open' (CRS050) and is connected to all items for the company in 'Settings - User-def Item Fields' (CRS703).

Number of free capacity units

General unit for free capacity

The transport capacity requirement per unit, expressed in the user-defined capacity U/M.

General unit for free capacity - Must be defined in 'Unit of Measure. Open' (CRS050) and is connected to all items for the company in 'Settings - User-def Item Fields' (CRS703).

...the item is sublot controlled. The prerequisites for a sublot controlled item include: being defined as an Inventory accounting item and having a Lot control method.

Field control in 1F panel of Item Type. Select Fields (MWS041) determines whether the Sublot controlled field is editable for the item in Item. Open (MMS001/F).

…the item's fragility, which is used to sort items on a picking list. The order type usually determines how items are sorted. Items with the higher fragility value are printed last on the picking list, and will then be placed highest in the package.

...the reference ID. The valid alternatives are:

0 = Missing

1 = Customer number

2 = Project number

...whether the item is configured when ordered or configured as a maintenance item. The valid alternatives are:

0 = No

1 = Yes

2 = Yes, as a family item from which product variants with item numbers are created

3 = No. The item is a product variant with the item number retrieved from the family item.

4 = The item is a maintenance item. (This alternative regulates the item's costing.)

5 = The item is a maintenance item. It is possible to answer inquiries to get a better planned maintenance order.

...whether an item should be considered a normal item, a by-product, or a co-product. The valid alternatives are:

0 = Normal item.

1 = By-product that is usable material resulting from the manufacture of another product. This is considered a standard value and is defaulted during material line entry.

2 = Co-product that results in a usable item.

3 = Main product that orders production and costing for co-products.

If you select alternative 1, the product is entered in the bill of material with a positive quantity and treated as a negative structure. During costing, the by-product's cost is subtracted from that of the product from which it results.

If you select alternative 2, the co-product results from a specific operation and is entered in that operation. You cannot enter a structure for the co-product, it can only be included in the main product. Allocate production costs between the main product and the co-product (using the percentage set for the co-product) up to the operation in which the co-product is produced (for costing purposes).

If alternatives 0 or 1 are set for the item, you can change this when the item is defined as material included in a standard product in (PD) or as additional material in a manufacturing order in (PS).

...whether yield for an item should be calculated when it is prepared as a product. The valid alternatives are:

0 = No

1 = Yes

If the product is to be prepared through the indication of the bill of material and routing per production batch, then yield calculation must have been activated for the product.

…whether this is an active or a catch weight item.

The valid alternatives are:

0 = Neither

1 = Active item

2 = Catch weight item inspected for both receipt and delivery.

3 = Catch weight item inspected for receipt.

4 = Catch weight item inspected for delivery without requiring lot control. An active item is an item that contains an active substance with a certain concentration, for which normal potency must always be specified. Active items are mainly found in the chemical industry.

On-hand balance and other planning quantities are expressed using the concentration of the item's normal potency. The quantity of active items used in any bill of material must always be specified using their normal potency. When active items are received, a potency value different from the normal potency can be entered for each lot.

Catch weight items are items stocked in one U/M but valued and priced using another U/M. For example, an item stocked per piece, but priced per kilogram. For these, both the carrying U/M and the catch weight U/M are always requested when entering stock transactions.

...whether this item is connected to a danger class of any sort. The danger class is displayed on the (MMS001/I) panel.

The valid alternatives are:

0 = No

1 = Yes

…whether the item is processed using attribute control. The valid alternatives are:

0 = No

1 = Yes, the attribute panel is displayed automatically.

2 = Yes, the attribute panel is always displayed for receipt to stock. The panel is displayed for order entry only when an attribute value is incorrect.

...the category that best corresponds to the actual item. It is defaulted from item type, but can always be overridden here.

The valid alternatives are:

00 = Normal item

02 = Phantom item

03 = Subcontracted item

04 = Tool

05 = Fixed machine

07 = Repairable item

08 = Recyclable item

11 = Extended Catalog Item (ECI)

12 = Non-coded Extended Catalog Item

The alternatives are used for control and informational purposes. A subcontracted item refers to an item purchased as a service but recorded as a normal item after the last subcontracted operation is completed. Recyclable items can also, broadly, be considered repairable. However, repairable items require greater operational follow-up than recyclable items.

ECI and Non-coded ECI are only to be used in combination with line types 1 and 2 in customer order entry. When using an ECI template item in customer order entry, a new item is created based on item master data from the template item.

The alternatives are used for control and informational purposes. A subcontracted item refers to an item purchased as a service but recorded as a normal item after the last subcontracted operation is completed.

...whether the item is a sales item, which indicates if customer orders can be entered for the item.

The valid alternatives are:

0 = No, customer orders/service orders may not be entered.

1 = Yes, customer orders/service orders may be entered.

2 = Yes, but customer orders/service orders may only be entered if the item is a component in a KIT.

…the VAT code to use for purchased items. VAT codes are defined in (CRS030).

The valid alternatives are:

0 = VAT not used

1-99 = User-defined VAT codes

…the VAT code to use for sold items. VAT codes are defined in (CRS030).

The valid alternatives are:

0 = VAT not used

1-99 = User-defined VAT codes

…user-defined information, which can be used for custom report templates as well as for displaying and storing your own information.

The field headings for these fields are user-defined and are entered in 'Settings - User-def Item Fields' (CRS703).

…whether the sales price U/M is fixed or dynamic.

The valid alternatives are:

0 = Item is not a sales item

1 = Fixed

2 = Dynamic

With alternative 2, the sales price U/M can be changed when entering customer order lines if it is allowed according to the settings in 'CO Type. Update Field Selection' (OIS014/J). If *PRI is entered in the 'Sales price U/M' field in (OIS014/J), the sales price U/M is retrieved from the price source when the CO line is created. See for more details.

Alternative 0 can only be used if alternative 0 is specified in the 'Sales item' field in (MMS001/G).

…the purchase price. The price information is affected by the purchase price quantity, purchase price U/M, currency, and discount. All factors should be considered to understand the purchase price correctly.

The price is retrieved from the agreement line or the item/supplier record and displayed by default on the purchase order line. The standard default price is the price that has the latest 'From' date.

If an agreement price exists, it is not necessary to enter a price in (PPS040) or (MMS001). If no price exists in the agreement or in (PPS040), then (MMS001) is checked for a purchase price.

…the purchase price unit, U/M, which is the U/M in which the purchase price has been expressed. Several purchase prices U/M may be entered for each item with conversion factor to the basic U/M of the item.

One of the prices U/M may be defined as standard purchase price U/M. The standard purchase price U/M is used as suggestion for purchase price U/M in connection with entry of purchase order lines.

...if and how the item (in other words, the customer order line) affects a bonus/commission agreement.

The valid alternatives are:

0 = Does not affect agreement

1 = Generating

2 = Generating and paying This information can be specified for each:

• item (MMS001/H)
• price list (OIS017/E)
• blanket agreement (OIS060/F)
• discount campaign (OIS820/E)
• customer order type (OIS010/I)
• customer order line (OIS101/G)

The lowest of the above alternatives (0, 1 or 2) will be proposed by default in the customer order line (OIS101/G). If the customer is not qualified for bonus/commission (see CRS610/H), the value in the field is always set to 0.

Generating indicates that the item is included in the value used to determine the percentage for bonus. The b/c agreement's paying amount is not affected. This is the amount used to calculate the bonus percentage.

Paying indicates that the item can be included in the b/c agreement's paying amount. This is the amount used to calculate the bonus percentage. Items that pay out bonus also generate bonus.

...the bonus / commission group is a selection criterion for each item which can be used to create bonus matrices for items.

Bonus matrices are used when creating bonus or commission agreements in order to specify which items are affected by an agreement.

…alternate unit of measure (U/M) for the basic U/M for an item. An unlimited number of alternate U/Ms may be defined for each item. Alternative U/Ms for an item are entered in (MMS015) along with an alternate U/M type, that controls how it is used.

The alternative U/M that will be used as default value in different situations is also entered in the program. When transactions are entered, the default U/M is received as a suggested U/M. If no default value is registered, the item's basic U/M is retrieved. It is, however, always possible to enter any alternate U/M manually.

...whether an item updates a customer's buying pattern.

The valid alternatives are:

0 = No

1 = Yes, the update is regulated by customer and customer order type.

Buying patterns can be updated and used in Customer Order Processing, depending on the customer, customer order type, and item.

...if an assortment check should be made when customer order lines are entered. If such a check is activated for the customer, the item must be included in an assortment that is connected to the customer. The valid alternatives are:

0 = No, the item can always be purchased by all customers.

1 = Yes. The item must be included in an assortment connected to the customer if the customer is activated for assortment check.

For more information, see (OIS071) and (OIS072).

...whether the item value of a customer order line is included in the basis for a total order discount. The valid alternatives are:

0 = No

1 = Yes

Alternative 1 indicates that the item value of the order line is included in the amount used to find a quantity-dependent percentage discount. All order lines will be charged with the order total discount that applies for the order.

This information can be specified for each item, customer, price list, and customer order type. The lowest alternative specified for any of these is the one used in the order line.

…whether an item must be manufactured by a certain defined manufacturer, regardless of supplier. The valid alternatives are:

0 = No

1 = Yes

…the ID of the template containing all restrictions applicable to the item. In order for a lot belonging to a semi-finished product to be approved with restrictions, a restriction ID must be entered here. Also, the item should be quality-inspected using laboratory and inspection management.

When a lot is approved with restrictions it is assigned balance status 2, but lot reference 1 must be filled in with a restriction having the above code set at 1.

Only lots for semi-finished products can be approved with restrictions. A finished product's lot is therefore always placed in quarantine (status = 1) if the semi-finished products used are approved with restrictions. The finished product's lot can only be approved (status = 2) when the lot used is finally approved. This means that during reclassification (programs MMS130 or PMS130) lot reference 1 must be changed to a restriction having the above code set at 0 or the restriction must be completely deleted.

...whether an item is a bulk item/stored. The valid alternatives are:

0 = No, not a bulk item

1 = Yes, a bulk item

When a quality checked item is approved and the item is a bulk item, the original lot is reset to a lot number equal to 9999999999-99. This means that a mix of several lot numbers is assumed when approving the separate lot.

…the ID of the template containing all restrictions applicable to the item. In order for a lot belonging to a semi-finished product to be approved with restrictions, a restriction ID must be entered here.

The item should be quality-inspected using laboratory and inspection management.

…a breakdown of panel E's description field, as follows:

positions 1-10 is description 1

positions 12-21 is description 2

positions 23-32 is description 3.

The field enables you to search on segments of a description using, for example, user-defined search views in (MMS022).