Product Line Maintenance

 

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Set Up Expiration Dates for Lot and Serial Items

Overview

 

 

 

Fields

 

 

 

 

Related Topics

 

 

Apply Product Line Information

Inventory Costing Methods

Setting Up Segment Substitution for Inventory Management by Warehouse

Using Sales Kits

Item Maintenance

Inventory Management Options

Common Information Options

Price Level by Customer Maintenance

Sales Order Options

Expiration Dates for Lot and Serial Items

 

Navigation

Select Inventory Management Setup menu > Product Line Maintenance.

Overview

Use Product Line Maintenance to set up and maintain multiple product lines. A product line consists of any number of items grouped for inventory reporting and general ledger posting, and that share similar product information. For example, a product line can consist of items from the same manufacturer or items of a similar type or purpose.

If the Enable Lot/Serial Expiration Dates check box is selected in Inventory Management Options, you can specify whether expiration dates are tracked for a product line and set up methods for calculating expiration dates, sell-by dates, use-by dates, and return-by dates. For more information, see Expiration Dates for Lot and Serial Items.

All inventory reports can be sorted by product line with quantity and cost information subtotals printed by product line. In addition, information for items assigned to a product line can be posted to the same general ledger account. You can also determine whether inventory transactions are posted to the general ledger by warehouse.

A product line code must be assigned to every item in Item Maintenance. When an item is initially assigned a product line code, it assumes the attributes defined for that specific product line. The product line information becomes the default information for that item.

Note Even if you do not group your inventory by product line, you must establish at least one product line code to use for all inventory items.

To change product line information for existing items, enter the new information in this task and then click Apply to select which fields in Item Maintenance will be updated.

If the Enable Default Price Level by Customer check box in Sales Order Options is selected, you can establish default price levels by product line for a customer by clicking Price Level.

Warning You must retain at least two years of item history in Common Information Options to print accurate information on the Inventory Valuation Report by Period and to be able to use the Drill-Down features.

Fields

 

 

Product Line

Description

 

 

1. Main

 

Product Type

Standard (Unit of Measure)

Valuation

Purchases (Unit of Measure)

Procurement

Sales (Unit of Measure)

Inventory Cycle

Sales Tax Class

Allow Back Orders

Purchases Tax Class

Allow Trade Discount

Print Receipt Labels

Inactive Item

Commodity Code

Explode Kit Items

Price Code

Commission Method

Warranty Code

Commission Rate

Allow Returns

Base Commission

Restocking Charge Method

Confirm Cost Increase in Receipt of Goods

Restocking Charge Amount/Rate

Allocate Landed Cost

   

2. Accounts

 

Inventory

PO Variance Adjustment

Cost of Goods Sold

Mfg Variance Adjustment

Sales/Income

Post by Whse

Sales Returns

RMA Scrap

Inventory Adjustment

Repairs in Process

Purchases Clearing

Repairs Clearing

 

 

3. Lot/Serial

 

Note This tab is available if the Enable Lot/Serial Expiration Dates check box is selected in Inventory Management Options.

Track Lot/Serial Expiration Dates

Require Expiration Date

Calculate Expiration Date Based On

Number of Days/Weeks/Months Before Expiration

Calculate Sell-By Date Based On

(Sales) Number of Days/Months/Years Before Expiration Date

(Sales) Number of Days/Months/Years After Expiration Date

Calculate Use-By Date Based On

(Issues) Number of Days/Months/Years Before Expiration Date

(Issues) Number of Days/Months/Years After Expiration Date

Calculate Returns Based On

(Returns) Number of Days/Months/Years After Expiration Date