Product Line Maintenance

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.

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.

Select a valuation method for this product line. The valuation method can be changed for individual items during inventory setup.

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.

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.

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.

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.

Select an option to determine how kit items are handled when creating sales orders or invoices.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Enter the purchases tax class for the product line, or click the Lookup button to list all purchases tax classes.

Select an option to determine how receipt labels are printed when creating sales orders or invoices.

Note If the item is a serial item, selecting Yes or By Item prints receipt labels for each item.

Commodity Code

Enter a commodity code for this item or click the Lookup button to list all commodity codes. This will be the default commodity code used in Sales Order data entry tasks. Commodity codes are included with the Level 3 data transmitted when processing Level 3 credit card transactions.

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.

Enter a warranty code for this product line, or click the Lookup button to list all warranty codes.

Note This field appears only if the Enable Warranty Tracking check box is selected in Inventory Management Options.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.