Product
Line
Enter the product line of the product to add
or maintain, or click the Lookup button to list all product lines. If
the product line entered already exists, the description and related information
appears.
Click the Copy From button if you are adding
a new product line and want to copy information from an existing one.
Description
Type a description for this product line.
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1. Main
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Product
Type
Select the product type for this product line.
-
Select
Finished Good for an item that is normally kept in stock and sold
to a customer (default).
-
Select
Raw Material for an item that is used to make another item or kit,
and is generally not sold directly to a customer.
-
Select
Discontinued for an item that is no longer available. If the item
is entered in a data entry task, a message appears stating that the
item is discontinued and asking whether or not to continue.
-
Select
Kit for an item made up of one or more components that is assembled
before being sold. Each kit can consist of component items and comment
lines. Components are relieved when the kit is built. The kit can
have an associated lot/serial number. A kit can be purchased pre-assembled.
The component list of an individual kit can be modified by substituting,
adding, or deleting an item, or by changing the quantity of an item.
Kits can be disassembled and their parts returned to inventory in
one operation.
If you select Kit in this field, and then click
Apply to apply this change to items with the selected product line, if
any item has a valuation that does not support the Kit product type (standard,
lot, or serial), the Product Line Report now displays an asterisk ( *
) next to the items with an explanatory note.
After the report prints, if there are any remaining
items on the report not marked with an asterisk, then you are prompted
to apply the product line information. When you click Yes, the product
line changes are applied only to the items not marked with an asterisk.
For the items with asterisks, no product line changes are applied.
Valuation
Select a valuation method for this product
line. The valuation method can be changed for individual items during
inventory setup.
Procurement
Select a procurement type for this product
line.
Inventory
Cycle
Type the default inventory cycle code for this
product line. An inventory cycle can be used to group items for reporting
and for physical inventory processing.
Allow
Back Orders
Select this check box to allow back orders
for this product line. Clear this check box if back orders are not allowed
for this product line. This setting is used by the Sales Order module
to process sales orders and invoices.
Note You must
select this check box to enable the Allow Returns check box. After the
Allow Returns check box is selected, this check box will become disabled.
Allow
Trade Discount
Select this check box to allow a trade discount
on the product line. Clear this check box if a trade discount is not allowed
for this product line. This setting is used by the Sales Order module
to process sales orders and invoices.
Inactive
Item
Select this check box to make items added to
this product line inactive. If an item is inactive, it cannot be entered
when adding a line in Sales
Order Entry, Sales Order Invoice
Data Entry, Purchase
Order Entry, Receipt
of Goods Entry, Receipt
of Invoice Entry, and Material
Requisition Issue Entry. An inactive item can be entered when adding
a line in Return
of Goods Entry and Inventory Management Transaction
Entry only if the appropriate security is set up.
Note
If an active kit containing inactive components is exploded in one of
the data entry tasks listed above, the components will be treated as active.
Note
Internet-enabled items cannot be inactive. When this check box is selected
for an item in Item Maintenance,
the Internet Enabled check box is cleared and disabled.
Clear this check box to make items added to
this product line active.
Explode
Kit Items
Select an option to determine how kit items
are handled when creating sales orders or invoices.
-
Select
Prompt to display a message during data entry asking whether or not
to order items from stock. Clicking Yes at the message does not explode
kits; it orders the kit from stock.
-
Select
Always to automatically explode the component lines for the kit item
without displaying a message. This also relieves inventory of the
component items.
-
Select
Never to order the kit line item from stock without displaying a message.
The component lines will not be automatically exploded. If Never is
selected, the kit item, rather than the components, are relieved from
inventory.
This field is available only if the Sales Order
module is installed.
Commission
Method
Select the commission calculation method for
this product line. If the Calculate Commission by Inventory Item check
box is cleared in Inventory
Management Options, you can select only None or Standard. The commission
method relates to commissions and is accessed by the Sales Order and Accounts
Receivable modules.
Commission
Rate
Type the percentage rate to use when calculating
the commission for this product line. This field is available only if
the Calculate Commission by Inventory Item check box is selected in Inventory Management Options
and an option other than None or Standard is selected in the Commission
Method field. This field relates to commissions and is accessed by the
Sales Order and Accounts Receivable modules.
Base
Commission
If there is a base commission for this product
line, type the dollar amount. Leave this field blank if no dollar amount
is to be used. The total commission includes the total of the base commission
and the commission rate amount. This field is available only if the Calculate
Commission by Inventory Item check box is selected in Inventory
Management Options and an option other than None or Standard is selected
in the Commission Method field.
Confirm
Cost Increase in Receipt of Goods
Select this check box to allow the entry of
a higher cost than was entered on a purchase order in Receipt
of Goods Entry. This check box is available only if the Purchase Order
module is integrated with Inventory Management.
Allocate
Landed Cost
Select this check box to allow the allocation
of landed costs. This setting determines the default setting for the Landed
Cost field in Receipt
of Goods Entry and Purchase
Order Entry. This check box is available only if the Allow Entry of
Landed Cost check box is selected in Purchase
Order Options.
Standard
(Unit of Measure)
Enter the standard unit of measure for this
product line (for example, BOX, EACH, or DOZ), or click the Lookup button
to list all units of measure. The standard unit of measure is used for
reporting the quantity-on-hand information for each item and should be
the smallest unit of measure.
Note If you established
a U/M Conversion table in Unit
of Measure Conversion Maintenance, you can enter related units of
measure in the Sales or Purchases field.
Purchases
(Unit of Measure)
Enter the unit of measure to use when items
in this product line are purchased, or click the Lookup button to list
all units of measure.
If the purchase unit of measure is different
than the standard and is not set up on the U/M Conversion table, type
the number of standard units of measure that equal the purchase unit of
measure in the No. Of field. For example, if the standard unit of measure
is Each and the purchase unit of measure is Dozen, enter 12.
Sales
(Unit of Measure)
Enter the unit of measure to use when items
in this product line are sold, or click the Lookup button to list all
units of measure.
If the sales unit of measure is different than
the standard and is not set up on the U/M Conversion table, type the number
of standard units of measure that equal the sales unit of measure in the
No. Of field. For example, if the standard unit of measure is Each and
the sales unit of measure is Dozen, enter 12.
Sales
Tax Class
Enter the sales tax class for the product line,
or click the Lookup button to list all sales tax classes.
Click the field hyperlink to launch this field's
associated maintenance task. If a value is entered in this field, the
associated data is displayed in the maintenance window. The maintenance
task can be accessed only with the appropriate security setup.
Note Taxable
freight tax classes cannot be entered in this field.
Purchases
Tax Class
Enter the purchases tax class for the product
line, or click the Lookup button to list all purchases tax classes.
Click the field hyperlink to launch this field's
associated maintenance task. If a value is entered in this field, the
associated data is displayed in the maintenance window. The maintenance
task can be accessed only with the appropriate security setup.
Note Taxable
freight tax classes cannot be entered in this field.
Print
Receipt Labels
Select an option to determine how receipt labels
are printed when creating sales orders or invoices.
-
Select
Yes to print one receipt label for all quantities of this item. For
example, if item XYZ has a quantity of 50 and Yes is selected, one
label prints for the item.
-
Select
No if receipt labels will not be printed.
-
Select
By Item to print a separate receipt label for each item. For example,
if item XYZ has a quantity of 50 and By Item is selected, 50 labels
print for the item.
Note If
the item is a serial item, selecting Yes or By Item prints receipt labels
for each item.
Price
Code
Enter a price code, or click the Lookup button
to list all price codes. Leave this field blank if a default price code
does not apply.
Click the field hyperlink to launch this field's
associated maintenance task. If a value is entered in this field, the
associated data is displayed in the maintenance window. The maintenance
task can be accessed only with the appropriate security setup.
Warranty
Code
Enter a warranty code for this product line,
or click the Lookup button to list all warranty codes.
Click the field hyperlink to launch this field's
associated maintenance task. If a value is entered in this field, the
associated data is displayed in the maintenance window. The maintenance
task can be accessed only with the appropriate security setup.
Note This
field appears only if the Enable Warranty Tracking check box is selected
in Inventory
Management Options.
Allow
Returns
Select this check box to allow returns for
this product line. The selection in this field will be the entry default
selection for items in Item
Maintenance and can be applied to existing inventory items by clicking
Apply. This check box is available only if the Allow Back Orders check
box is selected.
Note This
check box appears only if the Return Merchandise Authorization module
is activated.
Restocking
Charge Method
Select a restocking charge method for this
product line. Restocking charges are administrative charges that may be
charged to the customer to return merchandise. The selection in this field
will be the entry default selection for items in Item
Maintenance.
This field is available only if the Return Merchandise
Authorization module is installed, and the Allow Returns check box is
selected.
Restocking
Charge Amount/Rate
Type a restocking charge rate for this product
line. The selection in this field will be the entry default selection
for items in Item Maintenance.
This field is available only if the Return Merchandise
Authorization module is installed, and the Allow Returns check box is
selected. If Fixed is selected in the Restocking Charge Method field,
this field displays as Restocking Charge Amount. If % Item Cost or % Item
Price is selected, this field displays the Restocking Charge Rate.
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2. Accounts
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Inventory
Enter the inventory account number from your
chart of accounts for this product line, or click the Lookup button to
list all general ledger account numbers.
If the account number is longer than the field,
use the left and right arrow keys to view the entire account number.
Accounts can be created in this field if the
appropriate settings are defined in the Auto Create when all Segments
are Valid field in General
Ledger Options.
Cost
of Goods Sold
Enter the cost of goods sold account number
from your Chart of Accounts for this product line, or click the Lookup
button to list all general ledger account numbers. This account is debited
when items are sold or issued from inventory.
If the account number is longer than the field,
use the left and right arrow keys to view the entire account number.
Accounts can be created in this field if the
appropriate settings are defined in the Auto Create when all Segments
are Valid field in General
Ledger Options.
Sales/Income
Enter the sales or income account number from
your Chart of Accounts for this product line, or click the Lookup button
to list all general ledger account numbers.
If the account number is longer than the field,
use the left and right arrow keys to view the entire account number.
Accounts can be created in this field if the
appropriate settings are defined in the Auto Create when all Segments
are Valid field in General
Ledger Options.
Sales
Returns
Enter the sales returns account number from
your Chart of Accounts for this product line, or click the Lookup button
to list all general ledger account numbers. This account is debited when
goods are returned from a customer.
If the account number is longer than the field,
use the left and right arrow keys to view the entire account number.
Accounts can be created in this field if the
appropriate settings are defined in the Auto Create when all Segments
are Valid field in General
Ledger Options.
Inventory
Adjustment
Enter the inventory adjustment account number
from your Chart of Accounts for this product line, or click the Lookup
button to list all general ledger account numbers. This account is posted
whenever an adjustment is entered using Transaction
Entry or Physical
Count Entry. An increase in inventory credits this account, and a
decrease debits it.
If the account number is longer than the field,
use the left and right arrow keys to view the entire account number.
Accounts can be created in this field if the
appropriate settings are defined in the Auto Create when all Segments
are Valid field in General
Ledger Options.
Purchases
Clearing
Enter the purchases clearing account number
from your Chart of Accounts for this product line, or click the Lookup
button to list all general ledger account numbers. This account is credited
when items are received into inventory.
If the account number is longer than the field,
use the left and right arrow keys to view the entire account number.
Accounts can be created in this field if the
appropriate settings are defined in the Auto Create when all Segments
are Valid field in General
Ledger Options.
PO
Variance Adjustment
Enter the purchase order variance adjustment
account number from your Chart of Accounts for this product line, or click
the Lookup button to list all general ledger account numbers. This account
is posted with the purchase order receipt/invoice and return of goods
variances and standard cost adjustments from the Purchase Order module.
If the account number is longer than the field,
use the left and right arrow keys to view the entire account number.
Accounts can be created in this field if the
appropriate settings are defined in the Auto Create when all Segments
are Valid field in General
Ledger Options.
Mfg
Variance Adjustment
Enter the manufacturing variance adjustment
account number from your Chart of Accounts for this product line, or click
the Lookup button to list all general ledger account numbers. This account
is posted if there are adjustments from the Bill of Materials and Work
Order modules.
If the account number is longer than the field,
use the left and right arrow keys to view the entire account number.
Accounts can be created in this field if the
appropriate settings are defined in the Auto Create when all Segments
are Valid field in General
Ledger Options.
Post
by Whse
Select this check box to post product line
information to the general ledger by warehouse for the corresponding account
number. If Warehouse is selected in the Post Sales to General Ledger by
Division field in Sales
Order Options, and a subaccount is selected in the Post to Department
field in Warehouse Code
Maintenance, substituted accounts are used for posting product line
amounts by warehouse. For more information, see Setting
Up Segment Substitution for Inventory Management by Warehouse.
Clear this check box to post product line information
to default accounts set up in this task.
This field is available only if a segment description
is selected in the G/L Segment for Whse Postings field in Inventory Management Options.
For a default account number to be replaced
by a substituted account, the substituted account must be a valid general
ledger account created in Account
Maintenance.
Note If
this check box is selected, and a subaccount has been defined in the Post
to Department field in Warehouse Code Maintenance, a substitute account
is used to post transactions to the general ledger instead of the account
number entered in the corresponding account number field. The subaccount
selected for the segment substitute is used for each corresponding account
where this check box is selected.
RMA
Scrap
Enter the RMA scrap account number to use during
the Sales Order Daily Sales
Journal update, or click the Lookup button to list all general ledger
account numbers. This asset account contains the current inventory value
for scrap and is debited when an inventory item is returned for scrap.
You can use a single scrap account for the entire scrap inventory, or
you can assign separate accounts for different product lines.
If the account number is longer than the field,
use the left and right arrow keys to view the entire account number.
Accounts can be created in this field if the
appropriate settings are defined in the Auto Create when all Segments
are Valid field in General
Ledger Options.
Note This
field is available only if the Return Merchandise Authorization module
is installed.
Entry Sample
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116-00-00
Inventory-Scrap
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Repairs
in Process
Enter the repairs in process account number
from your Chart of Accounts for this product line, or click the Lookup
button to list all general ledger account numbers. This asset account
is debited when the credit memo for an item that is returned for repair
is updated, and credited after the invoice for the repaired item is shipped
to the customer and updated. You can use a single repairs in process account
for the entire inventory, or you can assign separate accounts for different
product lines.
If the account number is longer than the field,
use the left and right arrow keys to view the entire account number.
Accounts can be created in this field if the
appropriate settings are defined in the Auto Create when all Segments
are Valid field in General
Ledger Options.
Note This
field is available only if the Return Merchandise Authorization module
is installed, and the Track Repair Items through Inventory check box is
selected in RMA
Options.
Repairs
Clearing
Enter the repairs clearing account number from
your Chart of Accounts for this product line, or click the Lookup button
to list all general ledger account numbers. This asset account is credited
when the credit memo for an item that is returned for repair is updated,
and debited when the invoice for the repaired item is shipped to the customer
and updated. You can use a single repairs clearing account for the entire
inventory, or you can assign separate accounts for different product lines.
If the account number is longer than the field,
use the left and right arrow keys to view the entire account number.
Accounts can be created in this field if the
appropriate settings are defined in the Auto Create when all Segments
are Valid field in General
Ledger Options.
Note This
field is available only if the Return Merchandise Authorization module
is installed, and the Track Repair Items through Inventory check box is
selected in RMA
Options.
Product Line Maintenance
