Related topics
- About Item Classification handling in DC1
- About item segmentation
- About narcotic movement handling in DC1 Pharma
- About unit handling in DC1
- About working with items
- Setting up the ARCOS functionality (Pharma US)
- Setting up the basic data and warehouses for DC1 Contract Managed Inventory (CMI)
- Setting up the container handling functionality
- Setting up the invoice split functionality
- Setting up the item matrix functionality
- Setting up the route restriction functionality
On this panel you enter basic information for items. Depending on the template you have chosen, some fields may already be completed. Some may also be protected, i.e. the cursor will bypass them when you work your way through the fields.
This panel can be accessed through different programs and be displayed in different modes:
Default mode
Attribute mode
Enquiry mode
Forward maintenance program
If this panel is accessed from the Forward maintenance program then it will be titled Work with forward maintenance proposals, New values, Basic data.
Function keys
| Item segment entry | Open the Build item code from segments panel. |
| Restriction groups | Access the Restriction groups panel where you can attach the item to one or several item restriction groups, or detach the item from one or several item restriction groups. |
| Surcharge | This function key is only displayed if the Surcharge handling parameter is activated in the DIS control file. Attach a surcharge code to this item. |
| View controls | Access the View control window. |
| Route restrictions | Access the Route restrictions panel where you can attach the item to one or several route restriction groups, or detach the item from one or several route restriction groups. |
| Dsp segment fields | This function key is only displayed if the Item segmentation function is activated in the DIS control file. Display the item segments for the segmentation type assigned to the item. |
- Item
- Enter a unique value to identify the new item. Note: When adding a new item, you cannot enter a code which is the same as an existing assortment code. Note: If the Item segmentation function is activated in DIS control file, and you want the item to be segmented according to the rules defined by a valid Segmentation type, enter the item code according to those rules. You enter the valid segmentation type to be used in Segmentation type field on this panel.
If the Segmentation type (defined in the Item segmentation type table) you are going to eventually assign to this item uses the method of Segmentation by delimiter, whereby the following is defined:
- Delimiter is /
- Segment 1 = Product
- Segment 2 = Colour
- Segment 3 = Size
In this instance enter the item as follows:
Shorts/Red/Large. When you click OK on this panel, the item will be segmented accordingly.Note: If DC1 Service is installed and activated and this item is a service item (labour, travel time, etc.), the code you enter in this field can only be 13 positions long.
- Default
- This field is only displayed when in Default mode. Indicates the name and description of the default you are maintaining.
- Description
- Enter a description of the new record. For existing records, if a description has already been entered, it may be changed. Note: If the item was created via item classification and a corresponding layout definition exists for the applicable item classification definition, this field cannot be manually overridden. It can only be generated/refreshed via the Rebuilding item descriptions routine.
- Internal name
- Enter an abbreviation of the item for internal use. Internal names are used, for instance, to simplify alphabetical sorting. The internal name can also be used in the Item file enquiry when searching for an item. If this field is left blank, the complete name description will be converted to capital letters and used as the internal name.
Note: If the item was created via item classification and a corresponding layout definition exists for the applicable item classification definition, this field cannot be manually overridden. It can only be generated/refreshed via the Rebuilding item descriptions routine.
- Segmentation type
- This field is only displayed if the Item segmentation function is activated in DIS control file. Enter a code from the Item segmentation type table. The segmentation type is used to define the method and technique by which the segmentation should take place.
If a segmentation type is entered when adding or copying an item, or if the segmentation type is changed during maintenance, a segmentation of the item is performed into item segments and primary segment. A panel displaying the segments will be displayed for confirmation.
Note: If the entered segmentation type has active validations on any of the segments, this validation will be performed and error messages can be displayed. Warning messages are displayed if the entered item does not fill all segments or if the entered item is truncated to fit into the segments.
- Matrix base
- This field is only displayed if the ITEMMTRX (Item matrix) function is activated in the Function control file and is automatically set to YES for the item that is the matrix base item (i.e. the item from which the matrix items are created).
- Corporate snd/rcv
- This field, valid only for DC1 Corporate Data Maintenance, contains two parts which are automatically updated by the system when the following occurs:
- If you are in the Sending company and you have activated the send of this ITEM data, the Snd flag will automatically be set to YES.
- If you are in the Receiving company the Rcv flag will automatically be set to YES the first time you receive the record data, regardless of whether or not the record already exists. If you want to stop all future reception of this ITEM data, manually set this flag to NO.
Note: The Corporate rcv field cannot be protected according to the Attribute mode functionality. This field is instead protected through the Authority control handling in SECUR (type CDMSRFLD).
- Responsible
- Enter a code from the Signature table, identifying the employee responsible for the item. Note: If an employee is defined at the warehouse level it will override the value entered in this field.
- Creation date
- Mandatory entry. Creation date is the date this item was entered into the system for the first time. Today’s date is defaulted when you create a new item.
The planner is used in several programs within DC1 as a selection parameter, for example when purchase suggestions and order proposals (in DC1 Manufacturing) is created.
Note: The planner can also be defined at warehouse level in this file to override the planner entered in this field.
- Fictitious item
- Mandatory entry. Indicate if this is a fictitious item, i.e. the item can be used for a number of items. This field cannot be set to YES if the Time axis and Serial no tracking fields are set to YES (on the Inventory information panel in this file).
If DC1 Warehouse Management is installed and activated, this field cannot be set to YES if the Warehouse Management field is set to YES on the Warehouse Management (WMR00501) panel.
Note: This field must be set to YES if the Service item field on this panel is set YES. However, the field may not be set to YES, if the item has been set for delivery schedule handling.
- Fictitious item type
- Mandatory entry if the Fictitious item field is set to YES. Enter a code from the Fictitious item type table. The fictitious item type controls, e.g., the cost price handling for fictitious items. In addition, if DC1 Service is installed and activated, the type is used as a classification of items on the Work in progress report.
- Account group
- Mandatory entry. Enter a code from the Account group table. The account group is used in several programs within DC1 to group items together and as a selection parameter. It’s main purpose, however, is to handle the accounting of bookkeeping transactions which should be transferred to DC1 Financials. It can also be used for statistical purposes and for finding the correct sales prices.
Note: If the item was created via Item classification and this field defines an entity of the grouping structure then this field cannot be overridden due to the fact that the item belongs to that specific grouping structure.
- Item group
- Mandatory entry. Enter a code from the Item group table. The item group is used in several programs within DC1 to group items together and as a selection parameter. It can also be used for statistical purposes, for handling the accounting of bookkeeping transactions which should be transferred to DC1 Financials and for finding the correct sales prices.
If DC1 Manufacturing is installed and activated, the item group can also be used in the Overhead simulation table to define prices to be used when simulating the cost calculation.
Note: If the item was created via Item classification and this field defines an entity of the grouping structure then this field cannot be overridden due to the fact that the item belongs to that specific grouping structure.
- Structure type
- Enter a code from the Structure type table, indicating that this item is a parent item in an order structure. The order structure is defined via the Work with order structures menu item. Note: If the DC1 Contract Managed Inventory (CMI) application is activated, and you plan on using this item on inventory contracts, items defined as order structure parents are not supported for inventory contracts; this field must be blank.
- Item discount group
- Enter a code from the Item discount group table. The item discount group is used in several programs within DC1 to group items together and as a selection parameter. It can also be used for statistical purposes and for finding the correct sales prices.
Note: If the item was created via Item classification and this field defines an entity of the grouping structure then this field cannot be overridden due to the fact that the item belongs to that specific grouping structure.
- MSDS
- This field is only displayed if the DC1 Dangerous Goods Handling application is installed and activated. Enter a code from the MSDS file indicating the MSDS type to which the item belongs.
- Item price group
- Enter a code from the Item price group table. The item price group is used as a selection parameter when recalculating sales and purchase prices. It can also be used for statistical purposes.
Note: If the item was created via Item classification and this field defines an entity of the grouping structure then this field cannot be overridden due to the fact that the item belongs to that specific grouping structure.
- Item family
- Enter a code from the Item family table. The item family is used in several programs within DC1 to group items together and as a selection parameter. It can also be used for statistical purposes, for handling the accounting of bookkeeping transactions which should be transferred to DC1 Financials and for finding the correct sales prices.
If DC1 Manufacturing is installed and activated, the item family can be used in the Overhead simulation table to define prices to be used when simulating the cost calculation.
Note: If the item was created via Item classification and this field defines an entity of the grouping structure then this field cannot be overridden due to the fact that the item belongs to that specific grouping structure.
- Commodity code
- Enter a code from the Commodity code table. This is a code which provides a standard classification for all items within the European Community. Note: You can, instead, define a commodity code on the sales order type which will be used as the default and retrieved to the sales order line. If one is not default there and you leave this field blank, the item will not be included in the Intrastat declaration.
- Item sector
- Enter a code from the Item sector table. The item sector is used in several programs within DC1 to group items together and as a selection parameter. It can also be used for statistical purposes, for handling the accounting of bookkeeping transactions which should be transferred to DC1 Financials and for finding the correct sales prices.
If DC1 Manufacturing is installed and activated, the item sector can be used in the Overhead simulation table to define prices to be used when simulating the cost calculation.
Note: If the item was created via Item classification and this field defines an entity of the grouping structure then this field cannot be overridden due to the fact that the item belongs to that specific grouping structure.
- Country of origin
- Enter a code from the Country table indicating in which country this item was manufactured. The field is optional if the EU reporting function is activated in Work with companies.
- Item commiss group
- Enter a code from the Item commission group table. The commission group can be used when defining commissions for salesmen in the Salesman commission table.
- Shipment group
- Enter a code from the Item shipment group table, used to classify items to prevent different items from being shipped together, e.g. Food would more than likely not be shipped together with Petrol. All sales orders containing items with the same shipment group can be selected during preparation of pick list and/or transport note and specified as such on the Pick list printout/transport note sent to the customer.
- Service item
- This field is only displayed if DC1 Service is installed and activated. Indicate if this is a service item. A service item is, for example, labour, travel time, etc. If this field is set to YES, the identity of the item (the Item field on this panel) can only be 13 positions long. In addition, the Fictitious item field on this panel must be set to YES.
- Goods type
- Enter a code from the Goods type table. All items with the same goods type can be grouped together and specified as such on shipping document sent to the customer.
- Service item group
- This field is only displayed if DC1 Service is installed and activated. Enter a code from the Service item group table.
Item file maintenance, Basic data (DMR00202)
On this panel you enter basic information for items. Depending on the template you have chosen, some fields may already be completed. Some may also be protected, i.e. the cursor will bypass them when you work your way through the fields.
This panel can be accessed through different programs and be displayed in different modes:
Default mode
Attribute mode
Forward maintenance program
If this panel is accessed from the Forward maintenance program then it will be titled Work with forward maintenance proposals, New values, Basic data.
Function keys
- Conformity group
- Enter a code from the Item conformity group table. The conformity group is used in the quality control routine when goods are received, to control that the item conforms with the specific criteria defined for the conformity group.
- Supplier quot group
- Enter a code from the Supplier quotation group table. Supplier quotation groups are used as a selection criteria when creating requests for quote to suppliers.
- Min supp quality rte
- This field should be completed if you want to use quality rating control for this item. Enter the lowest quality rate a supplier must attain to be approved to deliver this item. The quality rate is a percentage you can manually enter for each supplier to control that this item is only purchased from a supplier that attains a certain quality rate.
If the Use appr suppl only on this panel is set to YES, only suppliers with a quality rate equal to or higher than the value entered here, are approved to supply the item. The quality rate per supplier is defined on the Item file maintenance, Supplier information (DMR00404) panel in the Curr quality rate field.
If the field is left blank, no control of quality rating is performed when purchase orders are entered for this item.
- Narcotics category
- This field is applicable for Narcotic movement handling in DC1 Pharma if DC1 Pharma is activated, as well as the ARCOS functionality for Pharma US installations.
- For Narcotic movement handling, narcotic movement information can be collected for narcotic related items and sent to the applicable authorities. If inventory movements (in and out of stock) are to be collected for this item, enter the narcotics category code from Work with narcotics categories.
- For the ARCOS functionality, enter the narcotics category code from Work with narcotics categories for the item if the item is classified as a narcotic controlled substance.
- Use appr suppl only
- Indicate if this item is only allowed to purchase from an approved supplier. If set to YES, you are only allowed to purchase this item from those suppliers defined as being approved on the Supplier information panel in this file. In addition, if quality rate control is used for this item, the supplier must attain a quality rate equal to or higher than the quality rate defined in the Min supp quality rte field on this panel.
- Incompl stock units
- Only displayed if the INCOSTUN (Incomplete stock units) function is activated in the Function control file. Indicate if sale or purchase of this item will be allowed for a quantity or unit that when converted to stock unit does not end up with complete stock unit. If set to YES, you are allowed to sell or purchase quantities of this item using different units while being stocked and while being traded even when the unit used for trade is not being completely converted to the unit being stocked. Classic examples are when something is purchased in inches/yards but stocked and sold in meters. In the paper industry paper can be stocked in sheets but purchased and/or sold in tonnes. This can not be done without accepting incomplete stock units. For more information regarding the different system unit types available in the system see About unit handling in DC1.
Note: This functionality should not be used on items where correct stock in hand is an absolute necessity as the conversion process involves rounding of the stock units which may lead to incorrect figures after some transactions.
- Item version
- Optional entry. Enter a figure between 1 and 999 to define a version of the item. This can be useful if the supplier/manufacturer provides the item in different versions and you want to identify a particular version on an order. The item version entered will be copied to purchase and manufacturing orders.
- Handling status
- Enter a code from the Handling status table, indicating if specific restrictions apply for the item, e.g., the item is not allowed to be entered on a sales order.
- Drawing number
- Enter a code indicating a drawing number. You can use this field for whatever purpose you want, but anything you enter is for your information only.
- Invoice split option
- Mandatory entry. Set this field to the panel value denoting what items you want printed on invoices for your customers. The customer must be flagged for split invoicing in the Customer file to be able to run this functionality.
1 Print with same split code: All items for the customer on the order with this invoice split option code will be printed on the same invoice. 2 Print with same split category: This requires that your items for the customer on the order are attached to an Invoice split category. The end result is that all items for the customer on the order with this invoice split option code and the same invoice split category will be printed on individual invoices based on the category. 3 Print on a separate invoice: This does not require that your items are attached to an invoice split category. The end result is that all items for the customer on the order with this invoice split option code will be printed on individual invoices, i.e. one invoice per item.
- Invoice split categ
- If the item was assigned invoice split option 2 (Print with same split category), this field is mandatory. Attach the applicable invoice split category from the Work with invoice split categories file.
- Category 1
- Enter a code from the Item category 1 table, to be used for statistical purposes. Note: If the item was created via Item classification and this field defines an entity of the grouping structure then this field cannot be overridden due to the fact that the item belongs to that specific grouping structure.
- Category 2
- Enter a code from the Item category 2 table, to be used for statistical purposes. Note: If the item was created via Item classification and this field defines an entity of the grouping structure then this field cannot be overridden due to the fact that the item belongs to that specific grouping structure.
- Category 3
- Enter a code from the Item category 3 table, to be used for statistical purposes. Note: If the item was created via Item classification and this field defines an entity of the grouping structure then this field cannot be overridden due to the fact that the item belongs to that specific grouping structure.
- Category 4
- Enter a code from the Item category 4 table, to be used for statistical purposes. Note: If the item was created via Item classification and this field defines an entity of the grouping structure then this field cannot be overridden due to the fact that the item belongs to that specific grouping structure.
- Category 5
- Enter a code from the Item category 5 table, to be used for statistical purposes. Note: If the item was created via Item classification and this field defines an entity of the grouping structure then this field cannot be overridden due to the fact that the item belongs to that specific grouping structure.
- Category 6
- Enter a code from the Item category 6 table, to be used for statistical purposes. Note: If the item was created via Item classification and this field defines an entity of the grouping structure then this field cannot be overridden due to the fact that the item belongs to that specific grouping structure.
- Sales tax
- Mandatory entry.
Indicate if sales tax handling should be used for the item.
- Sales tax category
-
Enter a code from the Sales tax category table indicating the tax category in which the item should be included.
- Sales tax class
-
Enter a code from the Sales tax classification table indicating the tax classification in which the item should be included.
- User defined numeric 1 – 2
- If the field names for these user defined numeric fields have been defined in the DIS control file, they will be displayed here. You can use these fields for whatever purpose you want, but anything you enter is for your information only.
- User defined alpha 1 – 2
- If the field names for these user defined alpha fields have been defined in the DIS control file, they will be displayed here. You can use these fields for whatever purpose you want, but anything you enter is for your information only.
Item file maintenance, Item segments (DMR00203)
This panel is only displayed if the Item segmentation function is activated in the DIS control file. The segmentation function is used to categorize (split) the item code into different logical, meaningful segments. When searching for items, for example in the order entry routines, you can use the segments to search for items in a more efficient way.
The panel displays the values in the item segments based upon the segmentation type entered on the previous panel. It will be displayed automatically for confirmation when an item is being segmented.
- Segmentation type
- Indicates the segmentation type of the item.
- Segment 1-6
- Indicates the description of the segments declared for this segmentation type and the value of the segments for this item.
- Primary segment
- Indicates the number of the primary segment and the value of that segment for this item.
Item file maintenance, Basic data (DMR00204)
This panel is only displayed if the CONTAINR (Container handling) function is activated in the Function control file. On this panel you define the container assignment information for the item. The first four fields classify the type of item that is to be packed in a container. If this item should be part of container handling, you need to set at least one of the flags denoting what type of item it is. It does not matter what type of items they are, i.e. they can differ as well as be all four types. The system will always choose the default container during creation of the pick list.
- Normal item
- Optional entry. Set this field to YES if this item is classified as a normal item.
- Fragile item
- Optional entry. Set this field to YES if this item is classified as a fragile item.
- Inflammable item
- Optional entry. Set this field to YES if this item is classified as an inflammable item.
- Cold storage item
- Optional entry. Set this field to YES if this item is classified as a cold storage item.
- Packaging group
- Mandatory entry if this item should be packed in a packaging container. Enter a code from the Work with packaging container groups file denoting the packaging group to which the item belongs.
- Packaging material
- Optional entry. If this item should be packed with material in a packaging container, enter a code from the Work with container packing material file denoting the material in which it should be packed.