Master data

Article master data can be entered manually or can be imported, see chapter Interfaces › Import / Export. In addition to the clear assignment of the article to the client, it is possible to store an article photo, which is displayed in the booking processes for illustration purposes.
The article images are saved in the jpg format and compressed to a width of 1000px if they are larger.

In addition to the basic data of the articles, such as article descriptions and the morphological data (length x width x height), process-relevant aspects can also be maintained:

Morphological data like length x width x height are to be filled in only for articles that are stored in pieces. For articles that are stored in meters, grams, cubic centimeters, liters, etc., all three dimensions must be left blank (ZERO). As a result, the largest LHM is always used for commi and packing planning.

The selected article can be posted by default with a specific strategy in the goods receipt, returns, production or goods out process. The value can be changed individually at the respective process position in order to be booked with a different strategy.

For the following attributes:

the following 3 inputs can be selected: Yes / No / Not set; these have the following meaning:

The following functions are offered for each article called up:

Here you can find the previously listed attributes for the selected article.
With the attributes can be changed. The changes are applied with Save.

With an article is duplicated with all its attributes, only a new number and a new client must be selected:

The changes are applied with save .

An article label can be printed here .

The “Packaging units” menu in the article master is used for container and capacity planning. One entry can be made for each loading equipment.

Applied are the packaging units goods receipt and there for the “Automatic collection”. The capacity calculation determines suitable containers from the packaging units of the article from the largest to the smallest. (See Goods receipt: “Automatic collection” the EURO pallet is used as default if there is no packaging unit).

For the packaging unit, the loading equipment can be entered and maintained with additional properties. If not described above, the default values are overwritten.

The button opens the editing mode for packaging units. A new entry can be created via the button.

The meaning of each entry is:

The dialog can be used to save or discard the changes.

If alternatives to the article are offered, they are listed here.

In the demand request, the requested article is first checked to the available quantity. In case of shortage, the list of “alternative articles” is checked according to top-to-bottom order and, if it is available, the stock is reserved there.

With you can already assigned alternative articles:

• remove again (by pressing ),
• change the already assigned article (by searching of a new article),
• or add another item .

The originating article cannot itself be an alternative article.

Alternative articles are selected according to their order (priority).

The priorities can be changed for more than one article by selecting the priorities or by “moving up-down” the individual positions.

Using bills of material, the individual components can be assigned to an article that is to be manufactured in production (in the course of production, the required raw materials in the specified quantity are brought to the production line by means of transports and booked out. In exchange, the goods to be produced are booked in the specified quantity).

In the created parts lists can be searched and filtered, displayed results can be sorted.

The button can be used to add a parts list to the selected article. For this purpose, the quantity for the selected unit of measure is recorded and the priority for the transfer orders to be generated is selected. Bill of material can also be deactivated. The whole bill of material for an article can also be deleted (bill of material header there ).

After that, the articles necessary for production can be added . The necessary material/article and the required quantity are entered here.

The dialog can be used to add the position or cancel the acquisition without saving. There is no limit to the number of positions.

Positions that already been entered are displayed.

And can be edited via the button or deleted via .

Inventory movements for the article can be viewed here, these can be narrowed down by search and adjustable filters.

The corresponding goods receipts for the article are listed here.

The corresponding customer orders for the article are listed here.

As described in the bearing overview , the respective bearing units for the article are listed here.

With the inventory transformation the user has the possibility to change all fields of the inventory details. The existing NVE/SSCC does not need to be changed in the process. Data such as article and quantity can be adjusted. The storage location cannot be changed. The inventory transformation differs in the option to customize the article and the quantity.

Functionality

Establishment

It is not necessary to set up the function. However, there is a possibility to define the stock transformation type list.

The user can select 3 lists among the stock options:

Via the warehouse overview, the user can see all storage units in the warehouse. A storage unit can be selected via the hyperlink:

This guides the user into the SU details:

There sounds the button to get into the inventory details:

After that, the stock transformation can be performed. The article and the quantity can be adjusted.

This completes the stock transformation and the SU has the same NVE but a different article:

The Totalized Inventory creates the sum of the available inventory for the item.

File attachments associated with the article are listed here (these can be images or files like .PDF).

Here the changes to the article master data are listed chronologically.