| Item - General (tcibd0101s000) |  |
| Use this session to maintain general item data. Note General item data is the item data that applies to all the ERP LN packages. You can define the item data that is specific for the ERP LN packages in the Item sessions of the packages. This data is called the sub-entity item data. You can use the buttons on the Sub Entities tab page of the session to start the package-specific Item sessions. Example You can maintain the item data that specifically applies to sales transactions in the Items - Sales (tdisa0501m000) session. Before you can define the sales item data, you must first define the item in the Item - General (tcibd0101s000) session. The item type The item type that you select in the Item - General (tcibd0101s000) session is the item's default item type. You can temporarily change the item type of purchased and manufactured items in the Date-Effective Item Data (tcibd0510m000) session. To start this session, click the Date Effective Item Data button. Change control If you use Data Management, you can set up the change control of the item by means of Change Management change orders. In the Item - General (tcibd0101s000) session you can enter and select a number of fields and check boxes in the Change Control box to indicate the type of change control that is required for the item. Related topics To use codes To set up the item data Integration Manufacturing and Document Management
Fields | Description
Item Data I
Item | The item code. Segmented item codes consist of a project-code segment and an item-base segment (the item code). You can define the item code segmentation in the Item Code Segmentation (tcibd0500m000) session. Note If the item is a generic item, the following characters are not allowed in the item code: % ' " ^ \ ! @ # $ & * ( ) | / ; ~ ` ? { } [ ] < > The reason is that object files that are generated for constraints in the Product Configuration module cannot contain these characters. If the Check Project Code in Item Code. check box in the COM Parameters (tccom5000m000) details session is selected, you cannot define items of which the first part of the item name equals an project code in ERP LN. Related topics To use codes
Item Type | A classification of items used to identify if the item is, for example, a purchased item, a manufactured item, or an equipment item. Depending on the item's type, certain functions will only apply to that item. You can define default values for an item type/item group combination in the Items - General Defaults (tcibd0502m000) session. You can click Date Effective Item Data to start the Date-Effective Item Data (tcibd0510m000) session and temporarily change the item type of items of type Purchased and Manufactured. Allowed values Possible values Related topics To set up the item data To change an item's default data Date-effective item data
Actual Item Type | A classification of items used to identify if the item is, for example, a purchased item, a manufactured item, or an equipment item. Depending on the item's type, certain functions will only apply to that item. Allowed values Possible values
Item Group | The item's item group. You must assign every item to an item group. To select the item group you can: Select or create an item group in the Item Groups (tcmcs0123m000) session. Select the item's default data from the Items - General Defaults (tcibd0502m000) session. The item default data includes the item group. If you defined default item data for the item type and item group in the Items - General Defaults (tcibd0502m000) session, ERP LN enters the default data in the relevant fields of the Item - General (tcibd0101s000) session. You can use the default values or change the values as required. Related topics To change an item's default data
Default Supply Source | The source that supplies an item by default. An item can be supplied by using purchase orders, production orders, assembly orders, or warehousing orders. The default supply source determines what type of order is used to supply the item, but in general, you can override the default and specify an alternate source. This field can be used to determine what type of supply order ERP LN must create if you enter a sales order for this item and the item's inventory on hand is not sufficient. The possible values are: Shop Floor The item is obtained by creating a production order. Assembly The item is obtained by creating an assembly order. Purchase The item is obtained by creating a purchase order. If the item type is Manufactured or Generic, this field can be Shop Floor or Assembly. If the item type is Engineering Module, this field is Assembly and cannot be changed. If the item type is Purchased, this field is Purchase and cannot be changed. Related topics Assembly items
Item Type Specification | A further specification of items of the Purchased or List item type. If the item type is Purchased, you can specify that the item is a tool. If the item type is List, you can specify whether the item is a Kit. Option. Menu.
Purchase Schedule in Use | If this check box is selected, orders for the item are issued according to a purchase schedule. You can select this check box only for items of the types: Purchased Manufactured If you change this check box and you have already defined the item's ordering data in the Items - Ordering (tcibd2500m000) session or the Items - Ordering Defaults (tcibd2501m000) session, you must redefine the ordering system in the item ordering data. For items of types other than Purchased and Manufactured, ERP LN clears the Purchase Schedule in Use check box and you cannot change the selection of the check box.
Schedule Type | The purchase schedule type: Push schedule Pull schedule Related topics Overview of purchase schedule handling
Environmental Compliance | Worldwide, various regulations exist to limit the use of hazardous chemical substances in electronic equipment preventing environmental pollution. Companies, in most cases producers of electronic equipment, are legally required to: Set up and control compliancy rules. Verify whether purchased, engineered, manufactured, and serviced material is compliant. Verify whether their work processes are compliant. This field indicates the item's environmental compliancy. The value in this field can be set by an external software application.
Subcontracted | If this check box is selected, the item's entire production process is subcontracted. Related topics Item subcontracting - setup Overview of subcontracting
Subassembly | If this check box is selected, the item is a subassembly for . Related topics Overview of subcontracting To subcontract operations (manufacturer's side)
Change Order | The change order that determines the item's effective date. ERP LN cannot use the item before the effective date. The change order is linked to the item in the Change Management module of Data Management.
CHM Control | If this check box is selected, you can use Change Management (CHM) change orders to control the item data and to control the effectivity dates of the item's BOM data and routing data in Common. You can then select or clear the other Change Control fields and check boxes. By default, Common selects this check box if you selected the Object Data Management (DM) check box in the Implemented Software Components (tccom0100s000) session.
Effective Date | The date and time when the item becomes effective. ERP LN cannot use the item on any order or plan before the effective date. This allows you to define items in advance, before they are actually ordered or produced. The date is supplied by the Change Management (CHM) module of Data Management.
Effectivity Dates by CO | If you want to control the effectivity dates of the item's BOMs and routings by means of Change Management change orders of Data Management, select this check box. If the CHM Control check box is selected and you clear this check box, ERP LN applies the changes according to the approved change orders but does not record the effective dates. This allows you to track the changes that are made to the item, the BOM, and the routing of which the effective dates are not important.
Multiple COs | If you select this check box, a single BOM line or routing operation can be controlled by more than one change order at a time. The first change order that is approved makes the BOM line or routing operation effective. If the Effectivity Dates by CO check box is selected, you can select and clear this check box.
Unit Set | The item's unit set.
Inventory Unit | The unit of measure in which the inventory of an item is recorded, such as piece, kilogram, box of 12, or meter. The inventory unit is also used as the base unit in measure conversions, especially for conversions that concern the order unit and the price unit on a purchase order or a sales order. These conversions always use the inventory unit as the base unit. An inventory unit therefore applies to all item types, also to item types that cannot be kept in stock.
Weight Unit | The weight unit in which the item's weight is expressed on the intrastat report. For details, see EU transaction reporting.
Weight | The item's weight, expressed in the item's weight unit. This information is required on the intrastat report. For details, see EU transaction reporting.
Item Text | If this check box is selected, a text is present. Related topics To use texts
Item Data II
Lot Controlled | If this check box is selected, the item must be assigned to a lot. Related topics Lot control
Serialized | If this check box is selected, occurrences of the item are serialized items. ERP LN generates the serial numbers by using a mask, or you can enter the serial numbers manually. Note If you cannot select this check box, because the check box is greyed out, the rounding factor of the serialized item's inventory unit may be wrong. You must set the rounding factor in the Units (tcmcs0101m000) session to 1.0. If this check box is cleared, you can still manually define serial numbers for this item in the Serialized Items (tcibd4501m000) session. Related topics Overview of serialized items To set up serialized items
Unit Effective End Item | If this check box is selected, the item is unit effective. Related topics Overview of unit effectivity
Unit Effective Supply | Order planning in Enterprise Planning results in calculating the demand for the components of parent items. If an effectivity unit is assigned to the parent item, you can choose whether the components of the parent item must be specified by the parent item's effectivity unit: If this check box is selected, ERP LN communicates the parent item's effectivity unit to the component items. This means that if the same component item is used in several unit effective parent items, several orders are generated for the component item, each order with its own effectivity unit. If this check box is cleared, ERP LN does not communicate the parent item's effectivity unit to the component items. This is useful when the effectivity unit of parent item is not relevant for the lower part of the item structure: Although components are demanded for 100 different effectivity units, you only get one supply order of 100 pieces for the standard configuration instead of 100 orders. Note You can only select this check box if the Lot Controlled check box is selected. The reason is that if you store effectivity units in inventory, unit information is linked to the item's lot number: The inventory is stored at lot level, and in the lot, the unit is recorded. As a result, you can only select the Unit Effective Supply check box if the Lot Controlled check box is selected. Note that if an item is not lot controlled, the item is stored with unit 0 (zero) in inventory, even if a demand exists for a specific effectivity unit. If this check box is cleared, the Effectivity Units are Interchangeable check box is always selected and inactive. In this way, the demand is matched with available inventory, regardless of the effectivity unit. Example Item C is a purchased item that is used in two unit effective end items, A and B. One end item, item A, has effectivity unit 15, and the other end item, item B, has effectivity unit 16. If the Unit Effective Supply check box is selected for item C, and a demand for item C is required when producing items A and B, two purchase orders for item C are created: One purchase order with effectivity unit 15, and another purchase order with effectivity unit 16. If the Unit Effective Supply check box is cleared for item C, only one purchase order is created to order two items C. The effectivity unit is 0 (zero). Related topics Overview of unit effectivity
Effectivity Units are Interchangeable | If this check box is selected, the unit-effective item is interchangeable. This check box is always selected and inactive if the Unit Effective Supply check box is cleared. In this way, the demand is matched with available inventory, regardless of the effectivity unit. Related topics Interchangeability of effectivity units Overview of unit effectivity
Search Key I | The search key for the item. Default value The first 16 characters of the item's Name field. Periods and characters preceding them are not included in the search key.
Search Key II | The second search key for the item. Default value The first 16 characters of the item's Name field. Periods and characters preceding them are not included in the search key.
Material | The material of which the item is composed. This field is only used for information.
Standard | The industrial standard used to produce or purchase the item. For example, NEN3140 or ISO9000. This field is only used for information.
Size | The item's size. This field is only used for information.
Grouping Data
Product Type | User-definable item grouping data that is used as a sorting and selecting criterion. The product type is intended for classifying items with similar characteristics for production purposes.
Product Class | User-definable item grouping data that is used to distinguish between different groups of items in a product line. The product class is mainly used as a selection criterion for reporting.
Product Line | A group of products made by the same producer, that are similar but differ in details such as, size, shape, color, and so on. User-definable item grouping data, mainly used as an item selection criterion for reporting.
Manufacturer | The item's default manufacturer. Related topics To buy items from alternative manufacturers
Country of Origin | The item's country of origin.
Selection Code | User-definable item grouping data. Use selection codes to select items by color, diameter, product expiry date, and so on. Note Selection codes are used for information purposes only.
Technical Coordinator | The employee who is responsible for maintaining the technical item specifications and the requirements for the manufacturer of the item. This employee is also responsible for maintaining the information concerning hazardous material and the risk classification in Warehouse Management.
Commodity Code | The codes that identify groups of items in order to collect and report statistical data on the export and import of goods in the countries of the European Union (EU). The reporting authorities determine the commodity codes. Related topics EU transaction reporting
Item Signal | A warning message displayed if you enter or select an item to which a signal is linked. Item signals can also be used to block the issue and/or requisition of items. Business-partner signal A warning message displayed if you select a business partner to which a signal is linked.
EAN Code | The bar code used to register the item.
Cost Component | The cost component used for the item in Project or Service. The cost component must be of the type Not Applicable or Material Costs. Note List items do not have cost components.
Engineering
Revision Controlled | If this check box is selected, the item has revisions. Related topics Engineering data management summary
Actual Revision | The latest revision of the item. ERP LN displays the revision number if a relationship is established between the engineering item and the item in the Engineering Item - Item Relationship (tiedm1101m000) session, and the engineering item revision is Approved by Production. Related topics Engineering data management summary
Update Method E-Item Relation | The selected value indicates how ERP LN handles the relationship between revisions of the engineering item and standard items or customized items. Allowed values Possible values
Derived-from Item | The item code of the standard item from which the customized item is derived. If a standard item is copied to a customized item using the Copy Standard Product Structure to Customized Structure (tipcs2230m000) session, ERP LN displays the standard item code in the customized item's Derived-from Item field.
Type of Replacement | The item's replacement status. Allowed values Possible values
Product Variant | A unique configuration or specification of a generic or standard item. The specification results from the configuration process and includes information such as feature options, company, and assembly line. Example If your item is a bike, you can have three product variants: A red bike produced on assembly line one. A blue bike produced on assembly line two. A red bike produced on assembly line two. In this example, color and line are product variant options. Related topics How to configure product variants and generate product structures
Subentities
Sales Data | If this check box is selected, you have specified specific item data for sales in the Items - Sales (tdisa0501m000) session. To enter or view the item sales data, click the button to start the Items - Sales (tdisa0501m000) session.
Production Data | If this check box is selected, you have specified the item's production data in the Items - Production (tiipd0101m000) session. To enter or view the item production data, click the button to start the Items - Production (tiipd0101m000) session.
Costing Data | If this check box is selected, you have specified specific item data for cost calculation in the Items - Costing (ticpr0107m000) session. To enter or view the item costing data, click the button to start the Items - Costing (ticpr0107m000) session.
Warehousing Data | If this check box is selected, you have specified specific item data that is required by Warehouse Management in the Item - Warehousing (whwmd4100s000) session. To enter or view the item warehousing data, click the button to start the Item - Warehousing (whwmd4100s000) session.
Project Data | If this check box is selected, you have specified specific item data that is required by Project in the Item - Project (tppdm0105s000) session. To enter or view the item project data, click the button to start the Item - Project (tppdm0105s000) session.
Tool Type Data | If this check box is selected, you have specified the item's tool type data in the Tool Types (titrp0101m000) session. If the item is a tool you can click the button to start the Tool Types (titrp0101m000) session and enter or view the item's tool data.
Purchase Data | If this check box is selected, you have specified specific data for purchasing the item in the Items - Purchase (tdipu0101m000) session. To enter or view the item purchase data, click the button to start the Items - Purchase (tdipu0101m000) session.
Ordering Data | If this check box is selected, you have specified the item data that indicates how you order the item in the Item - Ordering (tcibd2100s000) session. To enter or view the item ordering data, click the button to start the Item - Ordering (tcibd2100s000) session.
Planning Data | If this check box is selected, you have specified item data related to planning the order or production in the Items - Planning (cprpd1100m000) session. To enter or view the item plan data, click the button to start the Items - Planning (cprpd1100m000) session.
Service Data | If this check box is selected, you have specified item data related to service in the Items - Service (tsmdm2100m000) session. To enter or view the item service data, click the button to start the Items - Service (tsmdm2100m000) session.
Freight Data | If this check box is selected, you have specified item data related to freight management in the Items - Freight Management (fmfmd1100m000) session. To enter or view the freight data, click the button to start the Items - Freight Management (fmfmd1100m000) session.
Commands | Description
Ordering Data | Starts the details session in which you can maintain or display the related details.