Item Master

Pick list used to select the kind of report to generate. Unlimited user versions of any item master report may be created for users with permission. See the Configuring Grid Layouts and Automated Reports and Grid Layout Security pages for information. Options are:

• Costs - Displays data regarding a Part's costs including Sale Price, Purchase Price, Standard Cost, Stock Pricing Factor, etc.
  • A Part's default BOM User Calculations are available to this report grid.
• Facility Costs - Displays all Facility Part entries as well as the current, future, and accounting costs for each Facility Part. The currency of the associated cost is available to the grid for this report.
• Item Facilities - Displays the same information as the Standard option, except it is specific to the Part information for all Facilities listed on the Facilities tab of the Part's Item Master.
• Loaded Costs - Displays data regarding a Part's loaded costs, as listed on the Costs 2 tab of the Item Master record.
• Setup - Displays data regarding a Part's setup, such as its Category, Item Planner, and Purchase To and Revenue Accounts.
• Standard - Default report that displays Part Number and associated Description, Unit of Measure, Purchase Price, List Price, and Active and Stocked status.
• User 1–3 - User-modifiable reports that display all Part Numbers and Descriptions by default.

Search field used to filter for a specific Part Number as defined on the Item Master header.

Used to filter results by parts that start with the inputted string.

Pick list used to filter for items that have the inventory segment selected defined on their General 1 tab. Definitions of each segment are available in the "Item Type" field description of the General 1 tab section below.

Pick list used to filter results for all, purchased, sold, or manufactured materials.

• Purchased materials evaluates the "Purchasable" (pr_purable) Item Master field, Sold materials evaluates the "Saleable" (pr_saleable) Item Master field, and Manufactured materials evaluates the "Manufactured" (pr_make) Item Master field.
• The sold option was added in version 17.04.003.

Search field used to filter for items that have the Category selected on their General 1 tab.

Search field used to filter for items that have the Sub-Category selected on their General 1 tab.

Search fields used to filter for items that have the Item Search 1-5 selections on their User Fields tab.

• Captions for these fields are defined via System > Maintenance > Captions.

Search field used to filter for items that have the Item Planner selected on their General 1 tab.

Pick list used to filter for items that have the Order Type selected defined on their General 1 tab. Definitions of each Order Type are available in the "Order Type" field description of the General 1 tab section below.

Search field used to filter for items that have the Quality Control Group selected on their QC/Stability Tests tab.

Search field used to filter for items that have the Work Flow selected on their Work Flow tab.

Search field used to filter for items that have the Work Flow Sequence listed as part of their Work Flow on their Work Flow tab.

Only available when a "Report Type" of "Item Facilities" is selected. Search field used to filter for items that have the Facility selected on their Facilities tab.

Only available when a "Report Type" of "Item Facilities" is selected. Search field used to filter for items that have a Facility selected on their Facilities tab that belongs to the selected Facility Group.

If clicked, opens the Bill-to/Ship-to Parts form, which displays the details for the Customer Parts: Part Number, Description, Unit of Measure, List Price, and all Customers to which this part is linked, along with the associated Customer Part Number and Sales Price.

If clicked, opens the Vendors of Part form, which displays the Part Number, Description, Unit of Measure, Purchase Price, a Facility search field, and all Vendors to which this part is linked, along with the associated Vendor Part Number.

If clicked, opens the View Bill of Materials form, which displays formula details and costs for the part.

If clicked, opens the Facility Parts form, which displays the Facilities listed in the Part's Facilities tab.

If clicked, opens the Item Inquiry form, which displays the costs, margins, and summarized purchasing, sales, and production history for the part.

If clicked, generates an Inventory Reporting History report with no date filters.

If clicked, opens the Adjust Inventory On Hand form for the default Facility, Location Type, and Location.

If clicked, opens the Print To form and allows the user to print labels for the item.

If clicked, opens the Copy Part form, which is used to create a new Part with the same information as the selected Part. This form allows the user to copy the existing Part's:

• BOM
• Customer Parts
• Deal Pricing
• Facilities
• Feature Overrides
• Features
• From Inventory
• Routing
• Stability Tests
• User Fields
• Vendor Parts
• BOM Workflow
• Work Flows
• Part Forms.
• Unit Minutes - if checked, copies the unit minutes and Unit Restrictions

Notes:

1. Copy Part form has 'Copy BOM Workflow' checkbox that allows the user to not copy over BOM workflows.
2. The option to copy Part Forms was added beginning in version 17.00.15.

If clicked, opens the Bills Of Material Edit BOM form, which allows the user to modify the formula's required parts and their corresponding details.

If clicked, opens the Item Inquiry form, which displays the costs, margins, and summarized purchasing, sales, and production history for the part.

If clicked, the system will take the "Current" costs listed on the Costs tab (on the left-hand side) and populate the "Acct" costs (on the right-hand side) and populate the "Last Acct Update" field with the current date.

• If the "Inventory Costing" method is set to "Standard Cost" in Accounting > Options > Costing tab, all new transactions will be posted using the new updated costs.
• Costs may be updated for multiple Parts at once using the Price Updates function.
• The security setting "Inventory -- update fixed standard costs" controls access to this button.

If clicked, opens the Print To form and allows the user to print labels for the item.

Displays the unique part number, up to 30 characters, assigned to the Part.

Displays the description of the Part.

If clicked, opens the Bill-to/Ship-to Parts form, which displays the details for the Customer Parts: Part Number, Description, Unit of Measure, List Price, and all Customers to which this part is linked, along with the associated Customer Part Number and Sales Price.

• Note: Added to the Edit Item Master form for ease of use to help users create Customer Cross Reference parts here on this form.

Automatically defaults to the value entered in the Item Master header "Part Number" field.

• If importing items from an engineering or design software, this number must match the part numbers on the imported data.
• Each code must be unique within the parts database.

Search field used to assign the Part to a Category, which is one of the evaluated criteria for determining Deal Pricing.

• ID links to table dmcats, which holds the definitions for Part groupings.

Search field used to assign the Part to a Sub-Category, which is one of the evaluated criteria for determining Deal Pricing.

• ID links to table dmcats2, which holds the definitions for Part sub-groupings.

Search field used to assign an Item Planner to the Part.

• Item Planner is an available pre-filter to many inventory reports, used to that a planer can see only the Parts for which he/she is responsible.
• ID links to table dmbuyer, which holds the buyer/Item Planner information.

Search field used to assign a Location Type where the Part will be stocked as the default.

• Companies with multiple Facilities should make use of this field, since Location Type is Facility-specific.
• An item's default Location Type is available as prodloctype on item labels printed from the Item Master.
• The default Location Type name can be added to Part Forms.

Search field used to assign a Location where the Part will be stocked as the default.

• Default Locations are optional unless using the Zone put away process.
• Companies with multiple Facilities should make use of this field, since Location is Facility-specific.
• An item's default Location is available as prodloc on item labels printed from the Item Master.
• The default Location name can be added to Part Forms.

Search field used to assign a Location Type that will be used when receiving this item.

• Default Receive Location Types may be specified on Facility parts. In this case, the Facility specific Default Receive Location Type will be used when receiving this item into the selected Facility.
• Reference the Location Type field description on the Purchasing > Receive page to understand the hierarchy used when determining default Location Types during receipt.
• The selection made in this field also applies when receiving items in the WMS application.

Search field used to assign a Location that will be used when receiving this item.

• Default Receive Locations may be specified on Facility parts. In this case, the Facility specific Default Receive Location will be used when receiving this item into the selected Facility.
• Reference the Location field description on the Purchasing > Receive page to understand the hierarchy used when determining default Locations during receipt.
• The selection made in this field also applies when receiving items in the WMS application.

Search field used to assign a Location Type that will be used when finishing this item.

• Default Finish Location Types may be specified on Facility parts. In this case, the Facility specific Default Finish Location Type will be used when finishing items in the selected Facility.
• Reference the opening section on the Input Production page to understand the hierarchy used for default Location Types when finishing items.
• The selection made in this field also applies to finishing items in the WMS application.

Search field used to assign a Location that will be used when finishing this item.

• Default Finish Locations may be specified on Facility parts. In this case, the Facility specific Default Location will be used when finishing items in the selected Facility.
• Reference the opening section on the Input Production page to understand the hierarchy used for default Locations when finishing items.
• The selection made in this field also applies to finishing items in the WMS application.

Search field used to assign a default Location that will be used when reserving to sales orders, only in the WMS application, for items that have the "Total Catch Weight by Master Lot" property flag checked.

• Default Reserve Locations may be may be specified on Facility parts. In this case, the Facility specific Default Reserve Location will be used when reserving items marked with the "Total Catch Weight by Master Lot" property flag in the selected Facility.

Defines the Freight Classification for the Part that is used on Bills of Lading.

Defines the scrap percentage for this item and allows users to define the material used to complete the Job versus the final amount actually produced. For example, material with 20% waste will have a value of 20 in this field.

• A value of 0 indicates that the material is produced with no scrap.
• If Raw Materials or Components are not issued to Jobs, then the Scrap % will be factored into the "Required" and "To Issue" amounts when the system backflushes the BOM of the finished item.
• If Raw Materials or Components are issued to jobs, then the Scrap % will be added to the "Required" and "To Issue" amounts.
• Scrap percentages can be defined on BOM lines as well. In that case, the system will add the Scrap % on the Item Master to the Scrap % on the BOM line. Additional information is available on the Utilizing Scrap Factors Best Practice page.
• The use of Scrap % does not affect the weight or volume measurements of the item(s) produced on the Job.

Defines the percentage of the item’s Current Materials cost that will be used when rolling up to the Standard Materials cost(s) for parent items.

• The “Roll Up Material Costs From BOM” flag on the Item Master > Properties tab for the parent Part must be checked for the Scrap Cost % to be considered.
• Scrap Cost percentages can be defined on BOM lines as well. In that case, the system will add the Scrap Cost % on the Item Master to the Scrap Cost % on the BOM line. Additional information is available on the Utilizing Scrap Factors Best Practice page.
• The "Scrap Cost %" field can be used without using the "Scrap %" field above.

Defines the percentage that will be added to the "Required" and "To Issue" amounts when issuing material to Jobs, but not relieved when backflushing the BOM of the finished item.

• The use of this field is optional. If this Part is not meant/set to be issued, then the "Over-Issue %" will have no effect.
• The BOM line also contains an "Over-Issue %" field, on the Edit BOM Line form Issuing tab. If the BOM line and the Item Master record both have an Over-Issue % specified, these percentages will both be factored in when determining the issue quantity.
• During Job finish, the quantity backflushed will only include the Scrap factor, leaving the Over-Issue amount in WIP to be handled manually. Any amount left in WIP will be relieved during Job close.
• For example, assume (1) the BOM for Finished Good A contains (among others items) a quantity of 1 Raw Item B, (2) the "Over-Issue %" for Raw Item B is set to 5%, and (3) the Job is for 100 of Finished Good A. The material issue list will indicate 105 of Raw Item B to be issued. This is calculated as: (100 of Finished Good A * 1 Raw Item B per 1 Finished Good A) + (100 * 5% Over-Issue).

Pick list used to define the type of order with which this item is associated. Options are:

• Feature - Indicates this Part has a pre-designed list of Features and Endpoints, which may affect BOMs and pricing used, that are chosen during Sales Order entry.
• Kitted - Not stocked as finished assemblies but rather as their component Parts, the Kitted Part is assembled by stock room personnel as part of the shipping process.
  • Kitted Parts must have a BOM to define the components of the kit and should be flagged with "Backflush BOM at Job Finish" and "Inventory Relief Phantom" on the Properties tab.
  • When using Kitted Parts, the Sales Pick List can be set to print the BOM details of the kit and other sales documents (such as the BOL or Invoice) can print details of the kit contents.
• Normal - Indicates this is a regular Part and none of the special conditions listed for other options apply.

Note: When applying user calcs to child orders, the appropriate value of the weight of the order is pulled from the specific child, rather than the master order.

Pick list used to determine which Item Master field will be used to generate the Part's default price when entering Purchase Orders, evaluated in accordance with the Deacom PO pricing hierarchy. Options are:

• Last Cost - Pulls the value in the "Last Cost" field of the Costs 2 tab. More information on how this field is calculated and used is available via the field description in the Costs 2 tab section of this page.
• Purchase Price - Pulls the value in the "Purchase Price" field of the Costs 2 tab. More information on how this field is used is available via the field description in the Costs 2 tab section of this page.
• Standard Cost - Pulls the value in the "Acct. Std. Total" field of the Costs tab. More information on how this field is calculated and used is available via the field description in the Costs tab section of this page.

Notes and Considerations:

1. In order of evaluation, the Deacom PO pricing hierarchy considers (1) Pricing Orders, (2) Vendor Part pricing when the Purchase Order Part's "PO Price Type" is set to "Purchase Price", (3) the corresponding field value of the "PO Price Type" as defined on the Part selected on the Purchase Order.
2. Companies that will use Vendor Part pricing should always set this "PO Price Type" field to the Purchase Price option. The other selections are incompatible with design concepts of Vendor Part pricing.
3. Facility-specific parts contain a "Costs" and "Costs2" tab. If Facility-specific parts exist and are set to evaluate the information on their "Costs" and "Costs2" tab, and the Facility and Part are selected when entering an order, the system will use the information on the Facility part record rather than the Part's Item Master record.

Pick list used to determine if this Part's inventory is allowed to go negative. May be overridden by the "Negative Inventory" field selection on the Facility, if one or more Facilities are selected on the Item Master Facilities tab. Options are:

• Always - Negative inventory is always permitted. If "Negative Inventory" is set to "Always" on the Item Master General 1 tab or the Facility General tab of any Facilities linked to this Part, the inventory availability color for this Part on the Master Production Calendar will display as green. These are the only two ways that the color will turn green when there is not enough inventory.
• Never - Negative inventory is never permitted.
• Once - This Part i allowed to go negative once, but cannot go further negative until the situation is resolved and inventory taken positive again.

Although the function of the Deacom system is to maintain an accurate inventory control and permitting negative inventory is not good business practice, there may be times when it is necessary to allow certain items to go negative. Typical reasons may include:

1. Tracking of inventory items that that are not classically considered to be stocked inventory items such as water and electricity. Both water and electricity are items that can be included in BOMs, and finishing the product can backflush quantities from inventory.
2. Inventory has not been updated in Deacom for a specific Facility. The typical example might be a retail customer standing at the checkout with a product, but the Deacom Point of Sale application won’t allow the sale because the inventory is not updated in Deacom. This is generally related to the Facility's "Negative Inventory" flag setting.
3. Companies first begin using the Deacom system, and may need to be allowed to create a negative inventory count. In those situations, a company can set up their inventory as non-stocked or simply create one large inventory adjustment to populate the inventory count. This inventory count can be adjusted to the correct amount once the company decides to complete a physical inventory and maintain accurate inventory control. In both these situations, items may be permitted to go negative.

If customers are using strict lot control, allowing items to go negative is not advisable. For more information, refer to the Utilizing Lot Control page.

Pick list used to determine an item's cycle counting classification, which dictates the frequency at which items should be counted. Options are A, B, C, D, E, F, where:

• "A" is an item that is counted the most frequently and "D" is counted the least frequently.
• Parts classified as "E" or "F" are excluded from cycle counting.
• The frequency, in weeks, for cycle counting is specified via the "Weeks in X Cycle" fields on the Inventory > Options > Physical Inventory.

Pick list used to define the Part's major item classification. Options are:

• Components - Similar to Raw Materials, may be used to distinguish packaging from chemical Raw Materials. Indicated by a "pr_level" of 30.
• Finished Goods - Materials created from Raw Materials and/or Subassemblies that are the highest level of BOMs and are purchased and/or sold. Indicated by a "pr_level" of 50.
• Raw Materials - Purchased materials that are at the lowest level of BOMs and are not normally sold. Indicated by a "pr_level"of 20.
• Subassemblies - Intermediate assemblies, created from Raw Materials and used to create Finished Goods, which may occasionally by purchased and/or sold. Indicated by a "pr_level" of 40.
• Supplies - Purchased materials that are not used in production and are not usually sold. Instead, they are typically used for office or plant maintenance. Indicated by a "pr_level" of 10.
  • May be added to BOMs, such as when using Deacom's MRO functionality.
  • If adding a Supply item to a BOM, the "Allow On BOMs" flag on the Properties tab must be checked.

Used to display HMIS Hazard information on SDS and other forms.

• Represented by "pr_hazard" and used to sort the Bill of Lading.

Search field used to select a Dangerous Good associated with this item.

• Provides the default selection for the "Dangerous Goods" field on the Add Package Line form when shipping Sales Orders.

Displays the date and time that this Part was last counted, via the posting of a Physical Inventory Worksheet, at any Facility, regardless of how many Facilities may be linked via the Item Master Facilities tab.

Search field used to assign the item to a level 1 Schedule Sequencer that will be used in connection with the Job Calendar Optimization wizard.

• The Optimization wizard will search for items assigned to level 1 Schedule Sequencers first, then assign Jobs containing these items to the appropriate Work Center or Shop Area.

Search field used to assign the item to a level 2 Schedule Sequencer that will be used in connection with the Job Calendar Optimization wizard.

• The Optimization wizard will search for items assigned to level 2 Schedule Sequencers (after items with level 1 Sequencers have been assigned), then assign Jobs containing these items to the appropriate Work Center or Shop Area.

Memo field used to store general notes which are displayed when this Part is selected during Sales Order entry.

Memo field used to store general notes which are displayed when this Part is selected during Purchase Order entry.

Memo field used to store general notes which are displayed when this Part is selected during Job entry.

Search field used to select the Item Picture that will be displayed when this Part is used on the Point of Sale application and listed as a Saleable Part on eCommerce Sites.

Used in conjunction with the "Default Finish Quantity" field in Production > Options > Finishing to determine the default quantity that will populate in the "Completing" field on the Input Production form and the "Finish Quantity" column on the Close/Relieve Job form in the main Deacom application and WMS.

• The system will adhere to the selection in System Options first, then a Part's Item Master. For example, if System Options is set to "Zero" and the Part's Item Master is set to "10", forms throughout the system will populate with "0" as the finish quantity.
• A default finish quantity may also be specified on facility part cross references. In this case, the system will override the Part's Item Master default finish quantity if the part being finished occurs in a facility with a matching facility entry.
• Added to support scenarios where customers have multiple facilities producing the same products and using variable equipment which may require different default quantities.

Determines the default quantity that will populate in the "To Issue" field on the Issue/Reserve Inventory form and the "Quantity" field on the Final Staging form in the main Deacom application and WMS.

Planned annual sales of this item in dollars.

Search field used to select a Tax Exemption Group.

• ID links to table dmtgrp, which holds the definitions of Tax Exemption Groups.

Search field used to define the Part Number of the container being used by the customer that will display in customer inventory. For the purposes of asset tracking, this field represents the empty container that will be returned by the customer. For example, a 55 gallon drum. Additional information regarding asset tracking is available in the Utilizing Asset Tracking Best Practice page.

Defines the percentage or dollar amount that will be added/subtracted to this Part's price as specified on the order when Using Inter-Company Transfers or Cross-Facility Orders, depending on the "IC Xfer Markup Type" field selection on the Facility's Sales tab as indicated below.

• For Inter-Company Transfers, if a "Markup Factor" is specified on the receiving Facility's Sales tab, that factor is added to the factor in this field when setting the cost of inventory.
• For Cross-Facility Orders, if a "Markup Factor" is specified on the invoicing Facility's Sales tab, that factor is added to the factor in this field when setting the cost of inventory.

Search field used to select a Print Substitution Group, which allows this Part to generate Job documents, typically Batch Tickets, different from the default. As an example, if bulk parts use the default Batch Ticket in Report Layouts but packaged parts should print Batch Tickets containing different information, a Print Substitution Group containing the packaged parts Batch Ticket report can be created and selected in this field for all packaged parts.

Used in conjunction with the "Default Shipping Quantity" field in Sales > Options > Shipping as well as Inventory > Maintenance > Facilities > Sales to determine the default quantity that will populate in the "Ship" column on the Sales - Ship form and in the "Quantity" field of the Final Staging form in the main Deacom application and WMS. Options are: As Reserved, Default, Full, and Zero.

• If "Default" is selected, the system will use the Default Shipping Quantity option as set on the Shipping tab within Sales > Options
• If Shipping with FedEx, this field must be set to "Zero". This is because users will in essence build or create the package(s) while preparing the items for shipment and will need to determine, possibly by weighing, the quantity that will be placed in the package(s) for shipment according to the established FedEx parameters. An example is an order for 2 or 3 boxes of chocolates which will require the user to begin with zero quantity, then make and weigh the packages prior to generating the shipping labels.
• If "Full" is selected, the system will apply either the full Sales Order requirements or all of the material available, based on any Location and Lot filters.
• If "As Reserved" is selected, the system will set the "Ship" quantity to the quantity reserved to the Sales Order (which may be less than the quantity ordered) and backorder the remaining quantity when shipping orders containing this item.

Pick list used to select an alternate weight choice based on the values added in the "Attribute 1-3" fields on the Lot record. Overrides the same setting in Production Options unless set to "Default". 

Affects a user's ability to over issue quantities to jobs and also to over reserve quantities to sales orders.

• For Production issuing - This field is used in conjunction with the "Over Issue Qty % Limit" field on the Production > Options > WIP tab to define the percentage of the original issue amount that may be over issued.
  • The default value for this field is provided by the "Over Issue Qty % Limit" field on the "WIP" tab in Production > Options.
  • The system will adhere to the selection in a Part's Item Master first, then System Options.
  • Requires the "Enforce Over Issue Qty % Limit" flag to be checked.
• For Sales Order reserving - The system will honor the limit in this field. The "Inventory -- exceed over issue qty % limit" security setting can be granted to users to exceed this limit.
• Users with proper security (namely the Inventory -- exceed over issue qty % limit" setting) may override this amount when issuing and reserving material.

If checked, the system will enforce the percentage defined in the "Over Issue Qty % Limit" field.

Used in conjunction with the "Under Issue Qty % Limit" field on the Production > Options > WIP tab to define the percentage of the original issue amount that may be under issued.

• The system will adhere to the selection in a Part's Item Master first, then Production Options.
• Requires the "Enforce Under Issue Qty % Limit" flag to be checked.
• Users with proper security may override this amount when issuing material.

If checked, the system will enforce the percentage defined in the "Under Issue Qty % Limit" field.

Used in conjunction with the "Over Receipt % Limit" field in Purchasing > Options to define the additional percentage of the original order amount that may be received.

• The system will adhere to the selection in a Part's Item Master first, then Purchasing Options.
• Requires the "Enforce Over Receipt % Limit" flag to be checked.
• Users with proper security may override this amount when receiving material.

If checked, the system will enforce the percentage defined in the "Over Receipt % Limit" field.

Due Date

4/30/2018

4/30/2018

4/27/2018

4/30/2018

4/27/2018

4/30/2018

Due to Dock

4/30/2018

4/30/2018

4/27/2018

4/29/2018

4/27/2018

4/29/2018

Defines the default minimum quantity, in Stock Units, that should be held in inventory. Also referred to as Reorder Point 1.

• If zero On Hand is an acceptable scenario, a value of "-1" may be entered in this field to signal MRP not to reorder when the on hand quantity is zero. This is generally done on Finished Goods or Subassemblies.

Defines the seasonal minimum quantity, in Stock Units, that should be held in inventory. Also referred to as Reorder Point 2.

Defines the default maximum quantity, in Stock Units, that should be held in inventory. Also referred to as Reorder Point 1.

• In MRP, the "Create PO" function will order "Max Quantity 1" minus the Net On Hand, whenever Net On Hand is less than or equal to Reorder Point 1.
• If the Maximum Quantity is zero, the "Create PO" function will order enough to reach the Minimum Quantity 1.

Defines the seasonal maximum quantity, in Stock Units, that should be held in inventory. Also referred to as Reorder Point 2. 

Option to specify how many buckets out suggestions should be displayed for this item. Useful in situations for items that have long lead times and users need to look at several buckets when planning but do not want to create PO's or Job's for all showing buckets. This field works in conjunction with the "Suggestions Before" field on the Item Master Facility record and the MRP Pre-Filter.

Defines the default order quantity, in Purchase Units, for purchased materials.

• For manually entered Purchase Orders, the default order quantity will be populated by this field.
• If the "Split POs By" field is set to "PO Quantity", Purchase Orders created via MRP will be split by the quantity defined in this field with one exception detailed below.
• When creating Purchase Orders in MRP, the system will compare the quantity in this field to the quantity in the "Load Size" field on the Ship Via on the Purchase Order. The following checks will occur:
  • Is the Item Master's "Split POs By" field set to "PO Quantity."
  • Is the "Split MRP POs on Load Size" field marked as true on the Ship Via, and is the quantity in the "Load Size" field less than the quantity in the "PO Quantity" field.
  • If the above conditions are met, the system will use the quantity in the "Load Size" field and not the quantity in this field. If the quantity in this field is less than the quantity in the "Load Size" field, it will be used when creating POs in MRP.
  • If creating a purchaser order in MRP for an item with no suggestion, the system will check the "PO Quantity" on any Vendor Part, then any Facility Part, and finally this field when determining the default purchase order quantity. Note: the value in the field must be greater than 0.

Defines the preferred minimum quantity for which Purchase Orders should be created.

• If a quantity is entered below the value defined in this field, users will have two options based on their security settings. Users with the security setting, "Purchasing - allow non-incremental quantities" set to yes will be promoted if they wish to continue. Users without this security will be promoted that the quantity entered is below the minimal and will not be able to proceed.
• This value is also used for MRP suggestions, meaning if the suggestion for a purchased item is truly "7" and this field is set to "10", the suggestion will be "10".
• The "ordmin" field may be added to MRP grids to display this value.

Defines the increment at which Purchase Orders for this Part must be created.

• Users with the security setting "Purchase Orders -- allow non-incremental quantities" will be permitted to enter non-incremental quantities on Purchase Orders.
• This value is also used for MRP suggestions, meaning if the suggestion for a purchased item is truly "7", the "Minimum Purchasable" is set to "8", and this field is set to "10", the suggestion will be "10".
  • Specifically, the suggested amount is the difference between the Total Net and Maximum Quantity, in multiples of this field or the "PO Quantity", if this field is set to zero.
  • If both "PO Quantity" and this field are set to zero, a quantity of 1 is assumed.
  • In addition, if the "Split POs By" field is set to "Incremental PO Quantity", Purchase Orders created via MRP will be split based on the quantity in this field.

Defines the default order quantity, in Sales Units, for sold materials.

• For manually entered Sales Orders, the default order quantity will be populated by this field.

Defines the preferred minimum quantity for which Sales Orders, including Inter-Company Transfers created via MRP, should be created.

• If a quantity is entered below the value defined in this field, a prompt will appear asking the user if they wish to continue.
• This value is also used for MRP suggestions, meaning if the suggestion for a saleable item is truly "7" and this field is set to "10", the suggestion will be "10".

Defines the increment at which Sales Orders for this Part must be created.

• Users with the security setting "Sales Orders -- allow non-incremental quantities" will be permitted to enter non-incremental quantities on Sales Orders.
• This value is also used for MRP suggestions, meaning if the suggestion for a saleable item is truly "7", the "Minimum Saleable" is set to "8", and this field is set to "10", the suggestion will be "10".
• The "pr_incsale" field may be added to MRP grids to display this value.

Used to define the default minimum job size, in Stock Units, for produced materials.

• Users with the security setting "Jobs -- allow quantities less than job minimum" will be permitted to smaller quantities on Jobs.

Used in conjunction with the "Split MRP Jobs By Job Quantity" flag on the Properties tab to define the default maximum job size, in Stock Units, for produced materials.

• If the "Split MRP Jobs By Job Quantity" flag is not checked, this value will not be enforced when creating jobs in MRP.
• Users with the security setting "Jobs -- allow quantities greater than job maximum" will be permitted to larger quantities on Jobs.
• In a Work Center Capacity report, this value will be default unless the "Use MRP Settings" flag is checked in Routings.

Used in conjunction with the "Job Minimum" and "Job Maximum" fields to define the increment at which Jobs for this Part must be created and therefore constrain Job quantities to a multiplier.

• Users with the security setting "Jobs -- allow non-incremental quantities" will be permitted to enter non-incremental quantities on Jobs.
• This value is also used for MRP suggestions, meaning if the suggestion for a manufactured item is truly "247", the "Job Minimum" is set to "300", and this field is set to "50", the suggestion will be "300".

Defines the time, in calendar days, required to manufacture or receive the material.

• For manufactured make-to-order items, this field represents the time it takes from release of an order to produce and ship the material.
• For manufactured make-to-stock items, this field represents the time it takes from release of an order to produce and receive the material into Finished Goods inventory.
• For received items, this field represents the time it takes from release of an order to receive the material into On Hand inventory.
• Used in conjunction with the "QC Lead Time" and "Safety Days" fields to determine total overall lead time.

Defines the time, in calendar days, required to complete Quality Control Tests.

• Useful for Raw Materials that require more in depth testing.
• Used in conjunction with the "Lead Time" and "Safety Days" fields to determine total overall lead time.
• QC Lead Time can be excluded from Time-Phased MRP calculations via the QC Lead Time pre-filter option in MRP.

Defines the time, in calendar days, used as a buffer to ensure material is ready for use by the specified date.

• Affects the Job "Planned Finish" date - The system will take the Job "Due" date and subtract the value in this field to calculate the "Planned Finish" date.
• Affects the Purchase Order "Due to Dock" date - The system will move the "Due to Dock" date up based on the value in this field.
• If scheduling forward (earliest available), Routings must be started before the Job "Due Date" (jo_due) minus the value in this field (pr_safedays).
• If scheduling backwards (latest available), the system will subtract the value in this field (pr_safedays) from the Routing sequence start.
• Used by Time-Phased MRP when making suggestions. For example, assume a Finished Good contains a "Safety Days" value of "7" and a BOM containing Raw Materials. If a Sales Order with a "Due to Ship" date is entered, then running MRP for the Raw Materials on the BOM should display with suggestions 7 days before the "Due to Ship" date on the order.
• Used in conjunction with the "Lead Time" and "QC Lead Time" fields to determine total overall lead time.

 Allows the user to add a lead time, in minutes, for Just-In-Time MRP delivery time calculations. Value entered is applied to Due to Dock calculation.

Search field used to select an MRP Group for the selected Part.

• In MRP, when using the "Create Job" function, all Parts assigned to the same MRP Group will be added to the same production Job. Parts that do not have an MRP Group selected will be grouped together on a single production Job.

Pick list used to define how the quantities on Purchase Orders created via MRP will be split. Options are:

• None - Purchase Orders created in MRP are not split.
• PO Quantity - Purchase Orders created in MRP are split by the item's Purchase Order Quantity.
• Incremental PO Quantity - Purchase Orders created in MRP are split by the item's "Incremental PO Quantity" as defined on this tab.

Number of backward days that sales orders containing this item will consume forecasts in MRP.

• Example: A sales order has a due to ship date of 10/15 and the value in this field is set to 2. When running MRP with a bucket type of days for this item, forecasts will not appear on 10/14 or 10/13.
• The value in this field is used in conjunction with the "Forecast Consumption" field on the MRP pre-filter.
• Refer to Utilizing Forecast Consumption for additional information on this feature.

Number of forward days that sales orders containing this item will consume forecasts in MRP.

• Example: A sales order has a due to ship date of 10/15 and the value in this field is set to 2. When running MRP with a bucket type of days for this item, forecasts will not appear on 10/16 or 10/17.
• The value in this field is used in conjunction with the "Forecast Consumption" field on the MRP pre-filter.
• Refer to Utilizing Forecast Consumption for additional information on this feature.

Displays the cost of materials for a Stock Pricing Unit of the item.

• For manufactured items, this field can be updated manually or via the sum of costs on the BOM, if the "Roll Up Material Costs From BOM" flag on the Properties tab is checked.
• Facility-specific costs will also be rolled up and when doing so, the system checks to see:
  • If the BOM contains a Facility.
  • If the item specified on the BOM (Subassembly or Finished Good) contains any entries on its Facilities tab.
• For Raw Materials, this field can be updated manually or via the Price Updates function based on Last Cost.
• Available to add to the Job Reporting Job Cost Detail report.
• This value is dynamic and will change when the current cost or quantity of items on the BOM changes.

Displays the cost of labor to produce a Stock Pricing Unit of the item.

• The value in this field should be set to zero for purchased items.
• This field can be updated manually or via the Labor Cost on the Routing, if the "Roll Up Labor Costs from Routing" flag on the Properties tab is checked.
• Available to add to the Job Reporting Job Cost Detail report.
• This value can be dynamic and will change when the labor rates or Operations on the Routing change.
• Calculation: Current Labor = [(op_rate * r2_hours * r2_workers) / r2_pieces], if "r2_pieces" <> 0, otherwise return 0 and where:
  • "op_rate" is determined by the value entered in the "Standard Labor" field on the Operation.

Displays the dollar amount of overhead cost or burden for a Stock Pricing Unit of the item.

• In manufacturing, the burden rate consists of indirect costs associated with employees, over and above gross compensation or payroll costs.
• This field can be updated manually or
  • via the calculation entered in the "Standard Burden Calculation" field on the Calcs tab.
  • via the Burden Cost on the Routing, if the "Roll Up Burden Costs from Routing" flag on the Properties tab is checked.
• Available to add to the Job Reporting Job Cost Detail report.
• Roll Up Calculation: Current Burden = Work Center Burden + Labor Burden, where:
  • Work Center Burden = (ce_rate * r2_hours), if "r2_batch" is set to true and "ro_size" <> 0, otherwise return 0 for the whole calculation and if "r2_batch" is set to false and "r2_pieces" <> 0, otherwise return 0 for the whole calculation.
  • Labor Burden = (op_burden * r2_hours * r2_workers), if "r2_batch" is set to true and "ro_size" <> 0, otherwise return 0 for the whole calculation and if "r2_batch" is set to false and "r2_pieces" <> 0, otherwise return 0 for the whole calculation and where:
    • "op_burden" is determined by the value entered in the "Standard Burden" field on the Operation.

Displays the dollar amount of acquisition overhead cost for a Stock Pricing Unit of the item.

• This field can be updated manually or via the calculation entered in the "Material Burden Calculation" field on the Calcs tab.
• Available to add to the Job Reporting Job Cost Detail report.

Displays the dollar amount of freight cost for a Stock Pricing Unit of the item.

• This field is updated manually.
• If a value is present in this field, but the "Acct. Freight" field is set to zero, no freight will be added upon the Purchase Order receipt.
• Available to add to the Job Reporting Job Cost Detail report.

Displays the sum of the values in the "Current Materials", "Current Labor", "Current Burden", "Current Material Burden", and "Current Freight" fields. 

• This field is updated when any of the component cost elements are changed.
• Refer to the Managing Inventory Costs page for the process Deacom uses to roll up and calculate the value in this field.
• Available to add to the Job Reporting Job Cost Detail report.

Displays the last date that the current costs were updated for this Part.

Displays the cost of materials for a Stock Pricing Unit of the item.

Displays the cost of labor to produce a Stock Pricing Unit of the item.

• The value in this field should display as zero for purchased items.

Displays the dollar amount of overhead cost or burden for a Stock Pricing Unit of the item.

Displays the dollar amount of acquisition overhead cost for a Stock Pricing Unit of the item.

Displays the dollar amount of freight cost for a Stock Pricing Unit of the item.

• This field is updated based on the value in the "Current Freight" field by clicking the "Update Acct. Std." button on the Item Master header.
• If a value is present in the "Current Freight" field, but the value in this field is set to zero, no freight will be added upon the Purchase Order receipt.
• To receive a Purchase Order with an "Acct. Freight" value, an account must be selected in the "Standard Freight" field on the Accounts tab of the Item Master for the Part being received.
• On the General Ledger Detail posting, the cost of an item will appear separate from the freight cost.
• In all "Inventory Costing" modes, set via Accounting > Options > Costing tab, the value in this field is added to the actual or standard cost of inventory during receiving.
  • In FIFO Cost mode, freight may only be added to the Purchase Order price.
  • In Standard Cost mode, an additional amount may be included in the "Acct. Materials Burden" field and added to the Purchase Order price.

Displays the sum of the values in the "Acct. Materials", "Acct. Labor", "Acct. Burden", "Acct. Materials Burden", and "Acct. Freight" fields.

• This field is updated by clicking the "Update Acct. Std." button on the Item Master header.
• Using the value in this field as the default Purchase Order price eliminates the need to maintain the "Purchase Price" field on the Costs 2 tab.
• This field must be maintained in Standard Cost mode, but it is not necessarily the correct price for the next order of the item.

Displays the last date that the fixed standard costs were updated for this Part by clicking the "Update Acct. Std." button on the Item Master header.

Displays the cost of materials for a Stock Pricing Unit of the item.

• This field can be updated manually or via the sum of the future costs on the BOM, if the "Roll Up Material Costs From BOM" flag on the Properties tab is checked.
• This value is dynamic and will change when the future cost or quantity of items on the BOM changes.

Displays the cost of labor to produce a Stock Pricing Unit of the item.

• The value in this field should be set to zero for purchased items.

Displays the dollar amount of overhead cost or burden for a Stock Pricing Unit of the item.

• This field can be updated manually or via the calculation entered in the "Standard Burden Calculation" field on the Calcs tab.

Displays the dollar amount of acquisition overhead cost for a Stock Pricing Unit of the item.

• This field can be updated manually or via the calculation entered in the "Material Burden Calculation" field on the Calcs tab.

Displays the dollar amount of freight cost for a Stock Pricing Unit of the item.

• This field is updated manually.

Displays the sum of the values in the "Future Materials", "Future Labor", "Future Burden", "Future Materials Burden", and "Future Freight" fields.

• This field is updated when any of the component cost elements are changed.

Defines the default selling price for a Stock Pricing Unit of the item, which may be overridden by Customer Part Cross References, Deal Pricing, Pricing Orders, or manually on individual Sales Orders.

Defines the default purchasing price for a Stock Pricing Unit of the item, which may be overridden by Vendor Part Cross References or manually on individual Purchase Orders.

• Only applicable when the "PO Price Type" on the General 1 tab is set to "Purchase Price".

Defines the minimum sales margin, in whole numbers, that will be allowed on a Sales Order.

• Manually set prices for this item may not have margins less than this.
• Minimum margin restrictions also apply to all other pricing rules, so ensure that Deal Pricing, Pricing Orders, and customer prices have margins that exceed this minimum.
• The security setting, "Sales orders -- allow standard margin less than minimum margin," allows users to set a unit price on sales order lines that will cause the standard margin to go lower than the minimum margin.
• Minimum margin is calculated as: ((price  *  price factor * sale factor standard cost) - (standard cost * price factor)) /(price * price factor * sale factor) * 100

Defines the sales margin, in whole numbers, that is used as a target for Sales Orders.

• This value is used for reporting purposes only to provide a reference to see whether the actual margin was above or below the target.

Defines the LIFO cost of the item for LIFO inventory valuation calculations.

Defines the dollar amount that will be added to the Lot cost when receiving an Inter-Company Transfer or shipping a Cross Facility Order.

• For Inter-Company Transfers the receiving Facility must have an "IC Xfer Markup Type" of "Transfer Cost" to use the dollar amount defined in this field.
• For Cross Facility Orders the invoicing Facility must have an "IC Xfer Markup Type" of "Transfer Cost" to use the dollar amount defined in this field.
• If an expression is defined in the "Transfer Cost Expression" field in either Facilities or Sales > Options > Shipping tab and the "IC Xfer Markup Type" is set to "Transfer Cost" on the Facility record, the system will use the Transfer Cost Expression and not the dollar amount in this field when determining the amount that will be added to the Lot cost.

Displays the cost of the default configuration for a Part, including non-Feature Parts.

• The calculation is the "Current Total" for the item plus the prices of the default Features.
• The value in this field is updated when a BOM is modified and saved.

Displays average cost of the On Hand inventory for this item.

• If the Part is currently out of stock, the value in this field will default to the "Last Cost".
• This is a calculated field and cannot be manually modified or loaded.
• Calculation: Average Cost = sum ("On Hand" balance via the Inventory Reporting On Hand report * fi_invcost) / sum ("On Hand" balance via the Inventory Reporting "On Hand" report), where:
  • "fi_invcost" is calculated as the actual cost of a specific System Lot within a User Lot. In Average cost mode, this field changes each time a new Lot is created and each existing Lot (excluding WIP and reserved) is re-averaged.
• The system calculates this cost regardless of the "Inventory Costing" method selected in Accounting > Options > Costing tab.

Calculated as: ("List Sale Price" - "Current Total") / "List Sale Price".

Calculated as: ("List Sale Price" - "Future Total") / "List Sale Price".

Calculated as: ("List Sale Price" - "Acct. Std. Total") / "List Sale Price".

Calculated as: ("List Sale Price" - "Loaded Current Cost") / "List Sale Price".

Calculated as: ("List Sale Price" - "Loaded Future Cost") / "List Sale Price".

Calculated as: ("List Sale Price" - "Loaded Acct. Cost") / "List Sale Price".

Calculated as: ("List Sale Price" - "Last Cost") / "List Sale Price".

Calculated as: ("List Sale Price" - "Average Cost") / "List Sale Price".

Displays the type of dollar load on a Stock Pricing Unit of the item, which will be added to total standard cost to generate fully loaded cost and to total fixed std to generate loaded fixed cost.

• Values for these fields are generated via the calculations entered in the "Loaded Cost Calculation 1-3" fields on the Calcs tab.

Displays the sum of the "Current Total" (on the Costs tab), "Load 1", "Load 2", and "Load 3" fields.

• This field has no General Ledger effect and if used for reporting purposes only.

Displays the sum of the "Future Total" (on the Costs tab), "Load 1", "Load 2", and "Load 3" fields.

• This field has no General Ledger effect and if used for reporting purposes only.

Displays the sum of the "Acct Std. Total" (on the Costs tab), "Load 1", "Load 2", and "Load 3" fields

• This field has no General Ledger effect and if used for reporting purposes only.

Used in conjunction with the value in the "Last Cost Entries" field in Purchasing > Options tab to display (1) the last cost of this item based on the last receipt, if the field is set to 1, or (2) the weighted average cost of this item based on the last X receipts, if the field is set to a value greater than 1.

• For example, if the value in the "Last Cost Entries" field is 3, then Last Cost will be calculated as a weighted average of the last 3 receipts.
• This is a calculated field and cannot be manually modified or loaded.
• Note that negative quantity purchase orders are not considered in last cost calculations.

If checked, this record is active. Only active records may be used in the system.

• To inactivate an Part, all inventory must first be zeroed out.

If checked, this Part is stocked in inventory in the stock room.

• Examples of non-stock Parts include freight and service charges. These items are not physically stocked but are added to orders.
• Supplies, which are not normally stocked in the production stock room, may or may not be flagged as Stocked based on the company's needs and preferences.
• BOM Calcs will not calculate for a given Part if this flag is not checked.

If checked, this Part is normally taxed when sold.

If checked, this Part is normally taxed when purchased.

• Used when items are used in production as supplies, rather than just expensing the purchase.
• If this flag is checked, the "Sales Taxable" flag must also be checked.

If checked, this Part is available to sell.

• Only Parts flagged as "Saleable" will be visible when entering Sales Orders.
• Raw Materials, Components, Supplies, and Subassemblies are not typically flagged as "Saleable" in a manufacturing environment.

If checked, this Part is available to sell via the Direct Store Delivery application. 

If checked, this Part is available to return via the Direct Store Delivery application.

• If not checked, when a user attempts to input a negative quantity on a Sales Order in DSD, a system prompt will appear indicating the item may not be returned and the quantity will be reset to zero.

If checked, this Part is available to purchase.

• Only Parts flagged as "Purchasable" will be visible when entering Purchase Orders.
• This flag should be checked for Raw Materials, Components, and Supplies.
• Finished Goods are not typically flagged as "Purchasable" in a manufacturing environment, but are in a distribution environment.
• Subassemblies are not typically flagged as "Purchasable".

If checked, this Part is available to manufacture.

• This flag should be checked for Subassemblies and Finished Goods.
• Raw Materials, Components, and Supplies are not typically flagged as "Manufactured".
• BOMs for non-manufactured items are informational only and not used to roll up costs.
• If both the "Purchasable" and "Manufactured" flags are checked for a Part, the system will only recognize the "Purchasable" flag when determining MRP suggestions.
• When using MRP, the "Create Job" function will only create Jobs for Parts flagged as "Manufactured".

If checked, this Part is manufactured to fulfill an order, meaning the Part is transferred to a production Job when the Job is created by a Sales Order in a build-to-order situation.

• In make to order situations, Sales Order header Jobs or Sales Order line Jobs may be created. Regardless of which type of Jobs are created for the Sales Order, the "Make To Order" and "Manufactured" flags must be checked for the Part to appear on the Job.

If checked, this Part can be included in the AutoFinisher client. Allows users to ensure that invalid items are not accidentally run through AutoFinisher, creating invalid productions. 

If checked, this Part is subject to Terms discounts. In other words, if a Sales Order invoice has Terms that include a "Discount %", only Parts flagged as "Discountable" are included in the discount calculation.

If checked, this part may be backordered when receiving purchase orders.

• The Vendor master record on the purchase order must also be set to accept backorders for this feature to work.
• If unchecked, this part will not be backordered and the system will not put the remaining quantity from the Purchase Order line into the "Backorder" field.
• Applies to both the main application and the Warehouse Management System.

If checked, this part may be backordered when shipping sales orders.

• The Ship-To record on the sales order must also be set to accept backorders for this feature to work.
• If unchecked, this part will not be backordered and the system will not put the remaining quantity from the Sales Order line into the "Backorder" field.
• Applies to both the main application and the Warehouse Management System.

If checked, the Lot cost of this Part will be the price specified on the Sales Order line when this Part is shipped on a Credit Memo in Average or FIFO Inventory Costing modes.

• If not checked, Parts will be returned to inventory based on the Last Cost (as defined on the Costs 2 tab). If the Last Cost is zero, the Acct. Standard Total will be used (as defined on the Costs tab).
• This flag should only be checked when a Part is purchased from customers and not from Vendors.

If checked, this Part is allowed to be used as a component on a BOM.

• This flag must be checked when Parts with an "Item Type" of "Supplies" will be added to BOMs, which may occur when using Deacom's MRO functionality.

If checked, this Part is considered a Phantom Part, which is composed of items on its BOM. When shipped on a Sales Order, the Phantom Part is not relived from inventory; rather, the component Parts from the BOM are relieved. The process of gathering the component Parts is referred to as a kitting process. Companies should consider several factors when deciding between using a kitting process or production Jobs. These factors may include how much work is involved in assembling the kits and whether that work should be tracked. The kitting process should be used when minimal, untracked labor is required. If the process requires significant labor, then a Job should be used instead.

• If this flag is checked, the "Require Lot On Relief" and "Unit Serialization" flags should not be checked.
• Examples and other setup and use information are contained in Using Kitted Parts.

If checked, this Part is intended to be backflushed at Job finishing and is not displayed on the Issuing, Pre-Staging, or Final Staging forms, when the "Type" fields on those forms indicates a Job, not a Sales Order, will be issued/staged.

• The item being produced must be flagged to "Backflush BOM At Job Finish" for these items to be relieved from inventory.

If checked, this Part's BOM will be backflushed at Job finishing.

• If incremental finishing or if any Raw Materials are flagged as “Don’t Include For Job Issuing”, backflushing must be used.
  • Incremental finishing - Finishing inventory on a Job multiple times up until closing the Job.
  • Partial finishing - Completing only part of the planned quantity then closing the Job.
• This flag replaces the "Backflush" flag on the Job Entry form.
• This flag may be checked by default when adding new Parts via the "Backflush BOM At Job Finish" flag in Inventory > Options.
• Example: Assume there is a BOM for a peanut butter and jelly sandwich which calls for X amount of peanut butter, X amount of jelly, and 2 slices of bread. Assume that a job is created for 100 peanut butter and jelly sandwiches and that the peanut butter and jelly raw materials are issued, but the 2 slices of bread are not issued. Every time a peanut butter and jelly sandwich is produced, the system will relieve 2 pieces of bread from inventory and will not require you to issue the bread.

If checked, when using Average or FIFO Inventory Costing modes, the system will allow production without having sufficient material issued and Deacom will not ask for more material.

• This flag should be checked for Raw Materials and used when a parent part is backflushing BOMs and when issuing materials.
• May be used in conjunction with the "Prompt When Relieving As Issued With Nothing Issued" flag in Production > Options > WIP tab.
• Example: Assume there is a BOM that contains both raw materials and packaging. This flag could be checked on all the raw material parts, but not on the packaging items. Then, if more is produced than was planned, Deacom would not require issuing more raw materials, but it would require issuing more packaging.

If checked, the "Make Master Lot" field will be checked automatically and the field will be disabled when finishing a job via the Input Production, Job Close/Relieve, and the WMS Input Production transactions. The flag is used to ensure that specific items will use master lots.

• The system will use the selection made in the "Master Lot # Generation" field on the Inventory tab in Inventory > Options to determine how master lot numbers will be entered or generated.

If checked, the "Make Master Lot" field will be checked automatically and the field will be disabled when receiving a PO.

• The system will use the selection made in the "Master Lot # Generation" field on the Inventory tab in Inventory > Options to determine how master lot numbers will be entered or generated.

If checked, this Part may only be relieved from the inventory Locations specified on the Shop Area of Jobs whose Parts require this material.

• Users may still use Shop Area Locations without requiring that sufficient materials are located in those Locations. If insufficient quantities exist, the user will receive a prompt and the system will move to select FIFO Lots on hand at the Facility specified on the Job.

If checked, when shipping a sales order the inventory will be backflushed from the dock locations that are assigned to the dock specified on the sales order. If there is no inventory in any of the locations assigned to the dock, the system will display an insufficient inventory prompt during shipping.

• If users specifically select a lot on the shipping screen that is not in the dock location or reserve a lot not in the dock location, the system will ignore the dock restriction.
• When an order is un-shipped, the lots that were relieved from dock locations will be placed back into inventory in the location that it was taken out of.

If checked, rounds up the BOM line quantities to the next whole number when this part is used in production. Specifically, the system evaluates each BOM line to see if the quantity needs to be rounded. This field is used in situations where items on a BOM will never be consumed in a fraction. Example - When a BOM is scaled up, it may state that 3.22 empty bags need to be issued to a job, except in reality, users will never issue a fraction of a bag. Rounding to the next whole number would provide the correct number of bags needed for a job in that scenario.

If checked, this Part is subject to re-pricing via the Sales > Re-Price function and on individual Sales Orders via the "Recalc Prices" button on the Sales Order header.

If checked, Users with the security “Sales orders -- change price on secure pricing items” set to No will be prevented from modifying an item's price on a Sales Order.

If checked, material finished on a Job is kept in WIP.

• This flag indicates that the Part is a Subassembly and when finished on a production Job, the entire quantity produced is immediately returned to WIP for packaging on the same Job.
• None of the Subassembly quantity enters regular inventory unless extra steps are taken to make it do so.
• Useful in situations where bulk and packaged materials are on the same Job and when excess bulk usually does not exist.

If checked, excess material not needed for packaging on a Job is returned to regular Inventory.

• This flag indicates that the Part is a Subassembly and when finished on a production Job, it is immediately returned to WIP for packaging on the same Job.
• Any Subassembly quantity produced in excess of requirements to fill the packaged Parts finished on the same production Job will be finished to regular Inventory.
• Useful in situations where bulk and packaged materials are on the same Job, when excess bulk usually does exist, and when both bulk and packaged materials are finished at the same time.
• If this Subassembly/bulk material is finished first, then the packaged material is finished at a later time, the system will place the bulk material into regular Inventory instead of WIP.
• This flag cannot be used in conjunction with the Input Production function in the main application or WMS since that function only allows one item to be finished at a time.

If checked, material finished on a production Job will default to the same Location Type and Location where the Raw Materials used in the production of this item have been issued, provided all Raw Materials have been issued to the same Location.

• If all Raw Materials were not issued to the same Location, the default Location Type and Location as specified on this Part's General 1 tab will be used.
• Useful in situations where finished material will remain in a production vessel or vat.

If checked, and this is an item being finished on a Job that has a selection made in the "Subsequent Job" field on the Job header:

• The inventory produced will automatically be staged to the "Subsequent Job" specified.
• A staging record will be inserted for the Lot produced with a staging link Job number (st_jobnum) as the Subsequent Job's job number.
• The inventory type (fi_type) of that Lot will be set to "Staging".
• This flag takes precedence to any other 'Finish to WIP' property on this Item Master Properties tab.

If checked, this Part is considered hazardous and needs to identified as such on sales documents, such as Bills of Lading.

If checked, this item is restricted to locations containing the same item.

• Applies to receiving, moving, issuing, finishing, and reserving.
• Works in two different ways. When placing an item with this property checked into a location, the system checks to see if there are items different then the one being placed and presents the user with this prompt: "This item cannot be placed into a location with other items in it." During placement, the system also checks to see if items in the location contain this property. If yes, and the system is attempting to place an item different than the one(s) already in the location, the user will be presented with the same prompt.
• Applies to the main application and the Warehouse Management System.
• Users with security setting "Inventory -- override location restrictions" may override the restriction.
• Useful in situations where items may appear similar from the outside, such as packaging containers, but are in fact two different items.

If checked, when this Part is sold it generates a Commission. Sales order lines are used to determine if a part that is sold will receive a commission, based on the Commissionable flag on the sales order line(or_commable). In this case, this field only serves to provide the default value when a sales order line for this part is entered. More information is available via Assigning Commissions and Rebates, Calculating Sales Representative Commissions, and Accruing for and Paying Sales Representative Commissions.

If checked, this Part will use the Part Forms selected in System > Options > Part Forms tab when SDS, COA, and Item Master, Job, Lot, Master Lot, Purchase Order, and/or Sales Order Labels are generated.

• This flag is usually checked, with individual Part Forms overridden via the Part's Part Forms tab.

If checked, the system will not allow posting or relieving of inventory for this Part, except physical inventory postings.

• When using this flag in conjunction with physical inventories, the system will ensure that no transactions occur between the time the inventory snapshot is taken and the time when the Physical Inventory Worksheet is posted.
• If a user attempts to perform an inventory transaction, a system prompt will appear and the transaction will be cancelled.
• This flag also exists on Facilities, Location Types, and Locations. Prior to using any of these flags, review the Completing a Physical Inventory Best Practice page.
• Note: If the "Automatically Prevent Included Item Transctions" field, on the Physical Inventory Forms form, is checked, this prevents users from performing inventory transactions on all items, or facility-specific items, if a Facility is indicated on the form when performing a physical inventory or cycle count. The field allows companies to more quickly prevent inventory transactions then using the alternative option of checking the "Prevent Inventory Transaction" flag on the item master record, either individually, or via the Price Updates Excel feature.

If checked, the system will ignore the print setting for the "Stocked" flag and print this Part on Job pick lists.

• This flag is checked by default when adding new Item Master records.
• This flag does not set the Part for issuing to Jobs.
• Useful in situations where (1) non-stocked Parts, such as supplies or Job packaging materials, should be listed on the Job pick list.

If checked, when creating a Job via MRP, the system will check for Customer Part Cross References containing Quality Control Groups and display the Quality Control Tests for the customer part in the MRP QC Planning form.

• Used in conjunction with the Planning QC in MRP process, which is designed to allow companies to view demand in MRP and make decisions pre-production about what Jobs will fulfill which Sales Orders and customer quality specifications.

If checked, substitutes are not allowed for this Part during shipping or issuing.

• If not checked, substitutions as defined on this Part's Substitutes tab are allowed.
• If no substitutions are defined on this Part's Substitutes tab and this flag is not checked, any item can be substituted for this Part.
• If no substitutions are defined on this Part’s Substitutes tab and this flag is not checked, no items will be able to be substituted for this Part.  This is generally preferable to the Classic behavior, in that unrestricted substitutions allow low level production personnel the ability to substitute absolutely any item with no further approval required.
• In any transaction where substitutions are allowed, there is a security setting available to prevent certain users from completing substitutions.

If checked, this Part contains a variable weight, which is defined on each Lot when receiving Purchase Orders or finishing inventory. Refer to Using Catch Weight Parts for process information.

• Catch Weight items must have the "Stock Unit" on their Item Master header set to an "Each" type unit of measure with a factor of 1.
• Their "Stock Pricing Unit" is usually the base weight-type unit of measure and the "Unit Weight" field on the Calcs tab should be the nominal weight of a full unit, for example 2000 lbs or 1000 kg for a full tote.
• The mass upload of serial numbers, and optionally, catch weights, is available during the Purchase Order receipt transaction. Additional information is available via the link in the first sentence.
• Min and Max weight values are enforced by a security setting when editing catch weights. If the user's security is set to 'Yes', this allows the user to enter catch weight values outside of an item's min and max weight.

If checked, displays the "Total Weight" form allowing users to define the total weight of a Master Lot when receiving catch weight items on Purchase Orders in the WMS application. Once a total weight is entered, and the user clicks "Continue," the system will display the catch weight form and use the 'Split Weight' functionality to split the total weight amount evenly across all catch weights to be received. Any rounding will be put in the last catch weight value on the form. The item master "Catch Weight" field must be checked in order to enable this field.

• The "Total Weight" field on the Total Weight form is a numeric field and cannot be zero.
• Note: when receiving Purchase Orders with this flag checked in the WMS application, the "Make Master lot" checkbox will be checked by default if a value is not specified in the "To Master Lot" field or if the "Receive As Master Lot" flag is not checked.
• The "Total Catch Weight by Master Lot" flag is useful in situations where companies will receive an item, for example on a pallet, and need to specify the pallet's total weight on receipt, but break out the weight on each individual unit or case when reserving. This allows companies to report on the remaining cases and weight on the pallet.
• The system will split out Master Lot total weights when reserving to sales orders in the WMS application.
• Additional information on Master Lots including detail on how this field is used is available via the Creating and Using Master Lots page.

If checked, a Lot's actual density is specified via the:

• Modify Quantity form when receiving a Purchase Order.
• Close/Relieve Job form when finishing inventory.
• Finish QC form when finishing production or purchasing quality control results.
• Edit Part to Consume and Edit Part to Produce forms when producing assemblies.
• Inventory Adjustment form when adjusting inventory.
• Modify Attributes form when modifying a Lot via the "Modify Lot" button on Inventory reports.
• Edit Worksheet Item form when modifying Physical Inventory Worksheets.

If checked, users will be prompted to specify the Serial Numbers of Lots being added to or removed from inventory on all transactions. More information is available via Utilizing Serialization.

• Serial Numbers are initially specified when finishing inventory on a Job.
• Serial Number generation is controlled via the "Serial Number Generation" and "Serial Number Expression" fields in Inventory > Options.
• This flag should not be checked if the Part is flagged as "Inventory Relief Phantom" (pr_control).
• The mass upload of serial numbers, and optionally, catch weights, is available during the Purchase Order receipt transaction. Additional information is available via the link in the first sentence.

If checked, users will be prompted to specify the Serial Numbers of Containers (also called assets or totes) being added to or removed from inventory on all transactions.

• Serial Numbers for Containers are initially specified when finishing inventory on a Job.
• Serial Number generation is controlled via the "Serial Number Generation" and "Serial Number Expression" fields in Inventory > Options.
• If utilizing the asset tracking feature, the Serial Number of the Container finished on a Job must match the Serial Number of the Container issued to the Job. Additional information is available on the Utilizing Asset Tracking Best Practice page.

If checked, Lots of this Part will be included in the Zone Put Away process. Specifically, the system will take the "pr_loid" of the "Default Location" as specified on the Item Master General 1 tab, find all Zones with that "pr_loid" within the Facility, find Locations within those Zones, and suggest a Put Away Location within that list. More information can be found via Putting Away Inventory.

If checked, the item is stocked in a central location, but when receiving it via an Inter-Company Transfer, the value of the inventory is posted to the Part's "Material Expense" account as defined on the Item Master Accounts tab.

If checked, this Part is trackable via the Sales > Order Reporting Customer Inventory report when in customer inventory and returnable via a Sales Order with a negative quantity. Additional information is available on the Utilizing Asset Tracking Best Practice page.

If checked, a Customer Part Cross Reference must exist to use this Part on Sales Orders.

• Useful to ensure that only 'approved' Bill-to Companies (those with a cross reference) order this item.
• This flag may be overridden when entering Quotes or Pricing Orders by the security settings "Sales Orders -- override bill-to/ship-to cross reference required for quotes" and "Sales Orders -- override bill-to/ship-to cross reference required for pricing orders", respectively.

If checked, a Customer Part Cross Reference must exist to use this Part on Inter-Company Transfer Orders.

If checked, a Vendor Part Cross Reference must exist to use this Part on Purchase Orders.

• Useful to ensure that only 'approved' Vendors (those with a cross reference) supply this item.

If checked, only users with the security setting "Item master -- access secured parts" are able to view this Item Master record.

If checked, users are required to specify a Lot number when issuing, reserving, shipping, or adjusting this Part.

• If not checked, the User Lot and System Lot numbers will be the same.
• This flag is typically used in conjunction with the "Require User Lot On Receipt" flag to utilize Lot control.
• The security setting "Inventory -- edit user lot when adjusting inventory" controls if the Adjust Inventory On Hand "Lot" field is disabled.
• This flag should not be checked if the Part is flagged as "Inventory Relief Phantom" (pr_control).

Note: Lot control can be maintained on Facility-speicifc parts. This feature is useful in situations where companies have multiple Facilities and only require strict lot control in certain ones, allowing the other Facilites to assign/backflush lots automatically, and therefore make daily/weekly production easier and potentially faster. Additional information is available via the Facility Part Cross References page.

If checked, users are required to specify a Lot number when receiving material, inputting production, or adjusting this Part.

• If not checked, the User Lot and System Lot numbers will be the same.
• This flag is typically used in conjunction with the "Require Lot On Relief" flag to utilize Lot control.
• The security setting "Inventory -- edit user lot when adjusting inventory" controls if the Adjust Inventory On Hand "Lot" field is disabled.
• The security setting "Purchasing -- edit user lot" controls if the Receive "Lot" field is disabled.

Note: Lot control can be maintained on Facility-speicifc parts. This feature is useful in situations where companies have multiple Facilities and only require strict lot control in certain ones, allowing the other Facilites to assign/backflush lots automatically, and therefore make daily/weekly production easier and potentially faster. Additional information is available via the Facility Part Cross References page.

If checked, this Part must have at least one Facility assigned on the Item Master Facilities tab.

• The system checks for the status of this flag during Purchase Order, Sales Order, and Job entry, as well as when Physical Inventory Worksheets are generated.
• When running MRP and a Facility is selected, the system filters out Parts that are flagged "Require Facility Entry" and do not have the selected Facility specified on the Facilities tab.
• When this flag is checked and the record is saved, the system checks if there is inventory for this Part in a Facility not listed on the Facilities tab. If there is, the system will prompt the user to add the Facility.
• When this flag is checked and a user attempts to delete a Facility from the Facilities tab, the system checks to ensure there is no inventory in that Facility.
• If using this flag for items that may be included on Inter-Company Transfer orders, those items must have Item Master Facilities entries for both source and destination Facilities in order to be placed on the transfer order. Additional information on Inter-Company Transfer order is available via the Using Inter-Company Transfers page.

If checked, values for the current weight or quantity of items on this Part's default BOM will roll up to the "Unit Weight" field on the Item Master Calcs tab, regardless of how the BOM's "Batch Yield Calculation" is set and the "Unit Weight" field will be grayed out.

• This flag is checked by default. If not checked, changes to the default BOM will not roll up; instead, the "Unit Weight" field may be manually modified.
• This flag is used in conjunction with the "Roll Up Volume From BOM" flag unless the density of Raw Materials is inaccurate.

If checked, values for the current volume or quantity of items on this Part's default BOM will roll up to the "Unit Volume" field on the Item Master Calcs tab, regardless of how the BOM's "Batch Yield Calculation" is set and the "Unit Volume" field will be grayed out.

• This flag is checked by default. If not checked, changes to the default BOM will not roll up; instead, the "Unit Volume" field may be manually modified.
• This flag is used in conjunction with the "Roll Up Weight From BOM" flag unless the density of Raw Materials is inaccurate.

If checked, the value in the Item Master Costs tab "Current Materials" field will calculate based on the default BOM.

If checked, the value in the Item Master Costs tab "Current Labor" field will calculate based on the default BOM. If this field is checked, and the Operation for Routings on the BOM are updated, the Current Labor for both the Item and Routing will be updated. If this field is unchecked, and the Operation for Routings on the BOM are updated, only the labor for the Routing will be updated.

If checked, the value in the Item Master Costs tab "Current Burden" field will calculate based on the Routing assigned to the default BOM.

• Burden for a Routing is determined by the combination of the calculation entered in the Item Master Calcs tab "Standard Burden Calculation" field and the value in the "Burden Factor" field of the General tab of the Work Center assigned to the Routing Sequence.
• If this field is checked, and the Operation for Routings on the BOM are updated, the Current Burden for both the Item and Routing will be updated. If this field is unchecked, and the Operation for Routings on the BOM are updated, only the burden for the Routing will be updated.

If checked, when the item master is saved, on all BOM's that the item has and all BOM's that this item is on at any level, the system will recalculate all BOM user calculations and save the calculation results to the dtcalcs table. 

• Useful in situations where a change to one field used in a calculation needs to be recalculated and re firing all calculations is too time consuming.

If checked, this Part is included when running MRP. 

If checked, when creating Jobs via MRP, the Jobs for this Part will be created based on the quantity entered in the "Job Maximum" field of the Item Master MRP tab, and the number of Jobs created will be enough to fulfill MRP's Suggested amount. If the Part contains a quantity in the "Job Maximum" field on the Facilities tab, and the MRP report is filtered by Facility, the system will use this quantity when Jobs are created in MRP.

If checked, when creating Jobs via MRP, Jobs for this Part will be created separately from Jobs for any other Parts.

If checked, and jobs are created in MRP together for an item that has the 'Include Sub-Assemblies In MRP Jobs' field checked, or the items are using the same MRP Group, the system link jobs by storing the next job in sequence based on the BOM (for example: one sub-assembly goes into the next until the FG) in the "Subsequent Job" field (jo_seqjob) on the Job Order Entry form.

• When creating these jobs, the system will set the end date of each job as the planned start date of the next job in sequence based on the BOM levels as well as lead time, QC lead time, and safety days. All items on the job will be considered.
• Example: A Finished Good has 15 day lead time, and each Sub-Assembly has 10 day lead time, and you need the product by 12/15.
  • The Finished Good job's planned start date should be 12/1.
  • The Sub Assembly job prior to the Finished Good job should have an end date of 12/1 and planned start date of 11/21.
  • The Sub Assembly job prior to that should have an end date of 11/21 and planned start of 11/11 and so forth.
  • NOTE: In situations where there are multiple sub-assemblies on one job, the lead time of each will be included in the date calculations.

If checked, when creating Jobs via MRP, the system will evaluate this Part's BOM and any items flagged as "Manufactured" will be added to the same Job(s). Specifically, the system will check all levels of the BOM and include Subassemblies deeper than the first level.

• Subassemblies or Components required to make the selected Finished Good do not have to be in the MRP results list to be added to the Job.
• If multiple jobs that have the same sub-assembly are set to include sub-assemblies in MRP, the sub-assembly lines on the created jobs will be combined into a single line.

If checked, when creating Purchase Orders via MRP, Purchase Orders for this Part will be created separately from Purchase Orders for any other Parts.

If checked, MRP will generate a single Purchase Order for the total quantity suggested across all buckets, dated to arrive in time to satisfy the first bucket with a suggested quantity.

• Ignored when using the Just-In-Time functionality.
• Example: MRP is run for six weeks for Part A. The suggested quantities for weeks two, four, and five are 100, 100, and 200, respectively. If the user selects the Part and clicks the "Create PO" button within MRP, the system will create one Purchase Order for a quantity of 400 with a Due to Dock date set to the beginning of week two. If this flag is not checked, using this example, MRP will create three Purchase Orders with a quantity of 100, 100, and 200 and each Purchase Order will have a Due to Dock date set to the beginning of weeks two, four, and five.

If checked, when creating Inter-Company Transfers via MRP, Inter-Company Transfers for this Part will be created separately from Inter-Company Transfers for any other Parts.

• Checked by default.

• If unchecked, and selecting multiple parts on the MRP screen, all selected parts will be placed on one Inter-Co Xfer. This is useful for logistical reasons., such as wanting to have all Inter-Co Xfers on one truck instead of sending logistical vendors and 3PL facilities a separate ICT for each part.

• Added in version 16.04.032

If checked, when adding a line for this Part to a Production Job, the quantity specified will default to the BOM Revision "Batch Yield" and be grayed out.

• If the BOM Revision is changed on the Job line, the quantity will update based on the new Revision "Batch Yield".
• If no BOM Revision is selected, the quantity will be forced to zero and will be grayed out.
• Useful in situations where companies are only allowed to produce specific, validated batch sizes, such as for items that do not allow incremental quantities.

If checked, when a user enters a value that is not an increment of the batch yield for the revision selected on the job line, the system displays the following prompt: "The quantity is not an increment of the batch yield of <<batch yield amount>>."

• When this box is checked, the Restrict Job Quantity to Batch Yield cannot be checked.

If checked, the system will prompt the user and prevent inventory adjustments, production, receipts, or returns if this Part's Expiration Date is blank.

• If an item with this field checked is added or posted in a Physical Inventory Worksheet, the new "Expiration Date" field on physical inventory forms will be marked as required. If the item/lot does not have an expiration date in this case, the user will be required to add one. This supports situations where "found" items/lots requiring expiration dates need to be posted in a physical inventory. See the "Expiration Date" field link in the previous sentence for additional information on this scenario.

If checked If checked, and a header or line job is created, the system will evaluate this Part's BOM for any items flagged as "Manufactured," and will check all levels of the BOM and automatically include Subassemblies deeper than the first level to the job. 

The account, usually Revenue, to which sales will be booked when a Sales Order for this Part is invoiced. This is typically the same account for every item, but could differ, for example, if items are domestic vs. international or based on product Category (however Sales > Order Reporting reports can provide same information).

• Parts flagged as "Saleable" on the Properties tab must have an account selected.
• Only users with the security setting "Sales orders -- allow non revenue accounts on lines" set to Yes may select a non-Revenue account.
• If an account is selected and users entering Sales Orders should not be permitted to change it, those users should have the security setting "Sales orders -- change revenue account" set to No.
• The ability to select non-Revenue accounts was added for situations when Parts used on Sales Orders should book revenues to an Asset or Expense account.
  • Example: Parts may be added to an order via Promotions and those Parts use Freight Expense accounts. This is because the company sees the Promotions as "paying" the customer for picking up the order and they want that "expense" to hit the same accounts as used when paying trucking companies for doing the same thing.
  • Example: A company may add contract work PPV items to an order, which will be posted to an Asset account, which the company then "sells" to the customer who contracted the work.

Inventory account to which purchases will be booked when a Purchase Order for this Part is received. There is typically one account used for Raw Materials, one for Packaging, one for Finished Goods, etc.

• Parts flagged as "Purchasable" on the Properties tab must have an account selected.
• Parts flagged as "Stocked" on the Properties tab must have an inventory account selected, where PO receipts, inventory issues, or completed Jobs will be posted.
• Parts not flagged as "Stocked" on the Properties tab, this is the expense account to be charged when used on Purchase Orders.
• If using the MRO function and setting up a Part that represents a labor task, this account will also be an expense account associated with the labor task.

Expense account to which inventory adjustments/variances are debited. Often referred to as "shrink".

• The default for this field may be specified via Accounting > Options > Costing tab > "Inventory Adjustments" field.

Asset account to which material in-transit via Inter-Company Transfers will be booked.

• When shipping an Inter-Company Transfer, the entire value of the inventory shipped is debited to this account.
• The default for this field may be specified via Accounting > Options > Accounts Receivable tab > "In-Transit" field.

Account, usually an Expense account, to be credited on Inter-Company Transfers when the receiving Facility gives a markup on the transferred inventory to the sending Facility. Markups are generally included to cover the expected cost of the transfer.

• The default for this field may be specified via Accounting > Options > Accounts Receivable tab > "Transfer Markup" field.

Expense account to which discrepancies are posted during the Inter-Company Transfer process. Upon receipt, the full cost of shipped material leaves the In-Transit account, the cost of received material enters the receiving facility’s inventory, and the difference goes to the Transfer Variance account.

• For Inter-Company Transfers, if the exact quantity shipped is not received, the difference is booked to this account.
• The default for this field may be specified via Accounting > Options > Accounts Receivable tab > "Transfer Variance" field.

Account, usually a Revenue account, to be credited on Cross-Facility Sales Orders when the invoicing Facility gives a markup on the inventory shipped from the shipping Facility.

• The default for this field may be specified via Accounting > Options > Accounts Receivable tab > "Cross-Facility Markup" field.

Expense account to which customer payment Terms discounts are debited when applying payments.

• The amount allotted to each account is pro-rated based on the line item extended price.
• The default for this field may be specified via Accounting > Options > Accounts Receivable tab > "Sales Discount" field.

Expense account to which purchased material discounts are debited when applying payments.

• The default for this field may be specified via Accounting > Options > Accounts Payable tab > "Purchase Discount" field.

Expense account to which purchasing variations from standard cost are posted when operating in standard cost mode.

• The default for this field may be specified via Accounting > Options > Accounts Payable tab > "Purchase Cost Variance" field.

Expense account to which standard freight is posted when receiving a Purchase Order in all Inventory Costing methods.

Account to which freight expenses for Sales Orders (freight bill Purchase Order charges associated with Sales Orders) will be posted when applying payments. For information on the process, refer to the Managing Freight Charges (Sales & Purchasing) Best Practice page. Freight is calculated as follows:

1. The system-generated Purchase Order will calculate the freight cost distributed by the Freight Expense accounts of the lines on the Sales Order and pro-rated by the Ship Via's "Load Unit" field.
2. The system will calculate the total weight ordered for each line using the calculation (unit weight * quantity ordered).
3. The system will sum the total weights and divide each line's total weight by the order's total weight to get the percentage for each line. Stated specifically, the system takes the quantity shipped if the order is shipped, else the quantity ordered of each line and converts it to the "Capacity Unit" from the Ship Via.
4. If the capacity unit is a weight unit, factor in the "Tare Weight" from the Item Master (unitwgt less tarewgt).
5. Ratio this per line over the total size of the order.
6. Finally, multiply this ratio per line by the total freight bill amount to get the amount for each Purchase Order line.

Account to which freight costs portions (or_qship * or_frtcost) of Sales Order lines will be credited upon invoicing.

• When the revenue posting is made, the system will check to see if the Part has a "Freight Revenue" account selected. If not, the system will post the whole amount to the line revenue account. Specifically, upon invoicing/un-invoicing, if a "Freight Revenue" account is selected, and the or_frtcost is not 0, the system makes separate postings to freight account, and subtracts the total from line revenue posting.

Expense account to which the offset/variance is booked when re-valuing Lots in standard cost mode.

• The default for this field may be specified via Accounting > Options > Costing tab > "Standard Inventory Gain/Loss" field.

Expense account to which Commission expenses will be debited during invoicing when accruing Commissions by product.

• A Part must be flagged as "Commissionable" on the Properties tab if accruing for and paying Commissions.
• The default for this field may be specified via Accounting > Options > Accounts Receivable tab > "Commission Expense" field.

Expense account to be credited with the materials portion of the cost of Finished Goods, when finishing a Job in all Inventory Costing methods.

• Can be the same as the "Material Expense" account if operating in Actual Cost mode.
• When operating in Standard cost mode, this is the accounting standard cost. When operating in FIFO or Average cost modes, this is the actual cost of materials relieved.
• This account, together with the "Job Finish Labor" and "Job Finish Burden" accounts, should be specified for any Part flagged as "Manufactured" and which could therefore be finished off a Job.
• Deacom does not require material relief at Job finish - in other words, Deacom permits incremental finishes. Job finishes and relief of inventory are handled as two separate transactions in Deacom. Therefore, two separate accounts are required - one for the Job finish (this account) and one for the relief of inventory (the "Material Expense" account). In FIFO and Actual cost modes, these two accounts should be the same and would then net to zero.
• The default for this field may be specified via Accounting > Options > Costing tab > "Job Materials Std" field.
• The Project master record also contains this account. If a Project is linked to a Job via the "Project" field on the Job header and the Project has a Job Finish Material account, job postings will be made to that account instead of the one on the item master. Useful in situations where jobs are associated with large capital projects.

Expense account to be credited with the accounting labor standard cost of Finished Goods when finishing a Job in standard cost mode, or in FIFO and Average cost modes with the "Use Standard Labor and Burden In Actual Cost Mode" flag in Accounting > Options > Labor/Burden tab checked.

• This account, together with the "Job Finish Material" and "Job Finish Burden" accounts, should be specified for any Part flagged as "Manufactured" and which could therefore be finished off a Job.
• The default for this field may be specified via Accounting > Options > Labor/Burden tab > "Job Labor Std" field.
• The Project master record also contains this account. If a Project is linked to a Job via the "Project" field on the Job header and the Project has a Job Finish Labor account, job postings will be made to that account instead of the one on the item master. Useful in situations where jobs are associated with large capital projects.

Expense account to be credited with the accounting burden standard cost of Finished Goods when finishing a Job in standard cost mode, or in FIFO and Average cost modes with the "Use Standard Labor and Burden In Actual Cost Mode" flag in Accounting > Options > Labor/Burden tab checked.

• This account, together with the "Job Finish Material" and "Job Finish Labor" accounts, should be specified for any Part flagged as "Manufactured" and which could therefore be finished off a Job.
• The default for this field may be specified via Accounting > Options > Labor/Burden tab > "Job Burden Std" field.
• The Project master record also contains this account. If a Project is linked to a Job via the "Project" field on the Job header and the Project has a Job Finish Burden account, job postings will be made to that account instead of the one on the item master. Useful in situations where jobs are associated with large capital projects.

Expense account to which the material burden is credited when receiving a Purchase Order in standard cost mode. Represents any additional cost that should be added to a purchased good.

• The default for this field may be specified via Accounting > Options > Labor/Burden tab > "Material Burden" field.

Expense account to which materials relieved from Jobs are debited.

• Can be the same as the "Job Finish Material" account if operating in Actual Cost mode.
• The default for this field may be specified via Accounting > Options > Costing tab > "Material Expense" field.
• The Project master record also contains this account. If a Project is linked to a Job via the "Project" field on the Job header and the Project has a Material Expense account, job postings will be made to that account instead of the one on the item master. Useful in situations where jobs are associated with large capital projects.

If clicked, the system will take the "Current" costs listed on the Costs tab (on the left-hand side) and populate the "Acct" costs (on the right-hand side) and populate the "Last Acct Update" field with the current date.

• If the "Inventory Costing" method is set to "Standard Cost" in Accounting > Options > Costing tab, all new transactions will be posted using the new updated costs.
• The security setting "Inventory -- update fixed standard costs" controls access to this button.

Displays the Part Number as defined on the Item Master header to which this Facility part will be assigned.

Displays the Description of the Part as defined on the Item Master header.

Search field used to restrict what inventory can be received to only Locations within the selected Zone.

• Useful for situations where companies need to restrict items to certain areas of the warehouse. For example, certain materials can only be stored in the Cooler. This field will direct users to the Cooler and not allow users to move this product into a non-Cooler Location.

If checked, the system will use the "ABC" setting and "Last Count" date from the cross reference selected in the physical inventory/cycle count process. When this box is not checked, the system will not include the selected Facility Part Cross Reference in the physical inventory/cycle count process.

• Previously, the "Use Reorder Points" on the MRP tab (p3_usereorder) had to be checked to perform this logic at the Facility Part Cross Reference (dmprod3) level.
• Additional information on this process can be found on the Performing Cycle Counts and Completing a Physical Inventory pages.

If checked, the system will not allow any inventory transactions for this item in the facility.

• If unchecked, the system will refer to the "Prevent Inventory Transaction" flag on the Properties tab of the Item Master.

If checked, the system will use the field values in this tab when issuing material to Jobs for this Part in the specified Facility rather than the values on the regular Item Master record.

If checked, the system will use the "Saleable", "Purchasable", "Manufactured", and "Hazardous" flag values when using this Part in the specified Facility rather than the values on the regular Item Master record.

• May be used in conjunction with the "Require Facility Entry" flag on the Item Master Properties tab if Parts should only be saleable, purchasable, and/or manufactured in specific Facilities.

If checked, and a header or line job is created, the system will evaluate this Part's BOM for any items flagged as "Manufactured," and will check all levels of the BOM and automatically include Subassemblies deeper than the first level to the job.

• By checking the flag in this Edit Item Facility form, one can ensure this process happens only at specific facilities if desired.

If checked, BOM Rollup for all facility specific BOMs will occur.

• Items will need to have a BOM (Bill of Materials)
• This applies to all item types (raw materials, sub-assemblies etc.))

Option to determine how lot control will be handled for items in the selected Facility. Options are:

• Follow Item Master (default setting) - the system will check, and enforce, the setting for the "Require" Lot On Relief" and "Require User Lot On Receipt" fields on the Properties tab of the Edit Item Master form.
• No - the system will not require lot control when handling lots for this item in the selected Facility.
• Yes - the system will require lot control when handling lots for this item in the selected Facility, regardless of the setting for the field on the Properties tab of the Edit Item Master form.

This field is useful in situations where companies have multiple Facilities and only require strict lot control in certain ones, allowing the other Facilites to assign/backflush lots automatically, and therefore make daily/weekly production easier and potentially faster.

Defines the minimum quantity required when creating Inter-Company Transfers for the selected Facility, including transfers created via MRP.

• Users with the security setting "Sales orders - allow quantities less than min transferable" will be permitted to enter a quantity below the minimum.

Defines the increment, in Stock Units, at which Inter-Company Transfers for the selected Sales Orders for this Part must be created, including transfers created in MRP.

• Users with the security setting "Sales Orders -- allow non-incremental ICT quantities" will be permitted to enter non-incremental quantities on Sales Orders.
• This field, and the Min. Transferable Qty field, are used in situations where customers transfer and sell the same items from the same Facility in Deacom. In this case, the Minimum Saleable and Incremental SO Quantity fields may be used by customers to determine quantity parameters when items are sold, thus allowing them to specify different quantity parameters for Inter-Company Transfers from the same facility.

Defines the Restricted Selling Type.

Defines the minimum and maximum amount based on the selected Restricted Selling Type.

• Example - if the Restricted Selling Group has a minimum of 5 and maximum of 12, then the minimum at the part level cannot be 4 with a maximum of 14, otherwise the part will not be available for use on sales orders

Search field used to assign the Unit of Measure in which the Part will be stocked and issued to Jobs.

• Set for sold or purchased materials.
• ID links to table dmunit, which holds the definitions for Units of Measure.

Search field used to assign the Unit of Measure in which the Part will be priced, both internally and for sales and purchasing.

• ID links to table dmunit, which holds the definitions for Units of Measure.

Search field used in conjunction with the "Stock Pricing Unit" to assign the Unit of Measure in which the Part will be sold.

• This field should be set in consideration of how customers will order items.
• ID links to table dmunit, which holds the definitions for Units of Measure.

Search field used to assign the Unit of Measure in which the Part will be purchased.

• This field allows material to be stocked in one Unit and purchased in another.
• Set for sold or purchased materials.
• ID links to table dmunit, which holds the definitions for Units of Measure.

Search field used to assign the Unit of Measure in which the Part will be counted when performing a physical inventory.

Search field used to assign the Unit of Measure in which a container will be measured when full of this Part. For example, a Part may be stored in "Ounces" normally but "Pounds" when loaded into a container.

• This field is used in connection with the Asset Tracking feature in Deacom.
  • If using the Asset Tracking feature, this field is only necessary for the finished good containerized part used in connection with that process.

Search field used to assign the Unit of Measure in which a pallet will be measured when full of this Part. For example, a Part may be stored in "Each" normally but "Pallet" when assembled into a pallet.

• This field is used as the default pallet unit for the AutoFinisher application.

Search field used to assign the Unit of Measure in which the Part will be picked when using the Load/Unload Vehicle option in the system.

• This field provides the default value for the picking unit on sales order lines.

Search field used to assign the Unit of Measure in which the Part will be picked when using the AutoFinisher.

• If left empty, the AutoFinisher will use the item's system default Unit of Measure.

Select an appropriate Unit of Measure from the drop down list.

Numeric field used to define the minutes required to receive the Unit or Measure specified.

Numeric field used to define the minutes required to ship the Unit or Measure specified.

Allows the user to restrict specific Units from appearing in search results while placing a Purchase Order.

If checked, users will be restricted to picking this unit of measure when receiving this Part on purchase orders in the main and WMS applications.

• Multiple units of measure can be set as a Restricted Receiving Unit.

• Useful in situations where companies want to prevent users from picking any unit of measure in the system.

If checked, users will be restricted to picking this unit of measure when adding a line to a sales order in the main and WMS applications.

• Multiple units of measure can be set as a Restricted Sales Unit.

• Useful in situations where companies want to prevent users from picking any unit of measure in the system.

Defines the equations used to calculate the "Load 1-3" fields on the Costs tab.

• An example of an expression for one of these fields would be: 0.02 * pr_stanmat. This translates to “2% of material costs” and is a simple calculation in which the company is estimating a factor, perhaps labor costs, equate to about 2% of material costs.
• The default values for these fields are defined via the "Loaded Cost Calc 1-3" fields in Inventory > Options.

Defines the equation used to calculate the "Current Burden" field on the Costs tab.

• Refer to the "Current Burden" field description for additional details on the options available for calculating that value in Deacom.
• This equation can use system constants, can use different constants on Subassemblies and Finished Goods, and is usually something multiplied by the "Current Labor" (pr_stanlab).
• The default value for this field is defined via the "Std. Burden Calc." field in Inventory > Options.

Defines the equation used to calculate the "Current Materials Burden" field on the Costs tab.

• The default value for this field is defined via the "Mat. Burden Calc." field in Inventory > Options.

Defines the minimum number of pallets that must be finished for this Part when using the AutoFinisher.

Pick list used in conjunction with the FedEx and UPS integrations to define the Unit of Measure used for air shipments. Options for this field are based on the Units of Measure "FedEx Unit" field selections. All Parts with a "Dangerous Good" specified on their General 1 tab:

• Will require a "Unit Weight" on this tab. In addition, if the item is shipped in Liters via air, then a "Unit Volume" value is also required.
• A Part could be a liquid in a 5 gallon can and is setup in Deacom as an Each, but for air shipments it is required to be in Liters. If there is a "Unit Volume" value on this tab, the system will pass the correct information in Liters to FedEx and/or UPS.

Defines the net weight, in base weight units, of one Stock Unit of the item.

• This is a significant change from earlier versions, where unit weight was the gross weight of the item, including both the net weight of product and all packaging weights.
• Used for calculating weights of Purchase Orders, Sales Orders, and converting material stocked in volume into weights for BOMs.
• For manufactured items, this value may be calculated based on sum of the current weights of the Parts on the default BOM, when the "Roll Up Weight From BOM" flag on the Properties tab is checked. If that flag is checked, the value in this field is dynamic and will change when the current weight or quantity of items on the BOM changes.
• TIP: If the value in this field does not correctly roll up from the BOM, modify the BOM and make a change to one of quantities on a BOM line, then resave. This step rules out the possibility of data out of sync issues. If the Unit Weight still does not roll up correctly, recheck your data or contact Deacom Support for further assistance.

Defines the volume, in base volume units, of one Stock Unit of the item.

• If the item is stocked by a Volume type unit, of any kind, this field should be 1.00.
• If the item is stocked by an Each type unit, this field should be the product volume of the item.
• If the item is stocked by a Weight unit, this field should be the inverse of Density.
• Used for converting material stocked in weight into volumes for BOMs.
• For manufactured items, this value may be calculated based on the sum of the current volumes of the Parts on the default BOM, when the "Roll Up Volume From BOM" flag on the Properties tab is checked. If that flag is checked, the value in this field is dynamic and will change when the current volume or quantity of items on the BOM changes.
• TIP: If the value in this field does not correctly roll up from the BOM, modify the BOM and make a change to one of quantities on a BOM line, then resave. This step rules out the possibility of data out of sync issues. If the Unit Volume still does not roll up correctly, recheck your data or contact Deacom Support for further assistance.

Defines the volumetric size, or cubic volume, in base cube units, of one Stock Unit of the item.

• Not used in any system function, but may be used in User Calculations to determine shipping volume or other capacity limitations.
• Examples of Unit Cube are the lumber industry's thousand board feet (MBF) for stick lumber or thousand square feet (MSF) for sheet goods. Since it is unnecessary to convert from MBF to MSF, or vice versa, MBF can be the base unit for Cube, and MSF can have a Factor of 1. Items that are priced by the MBF can have the MBF per stick in this field, while items that are priced by the MSF can have the MSF per sheet in this field.

Defines the length in base length units of one Stock Unit of this Part.

• Examples of unit length are the length, in feet or meters, of stick lumber or the length of a roll of insulation.

Defines the weight in base weight units of the packaging portion of this Part.

• Empty packaging items, such as drums, pails, and totes, should have their weight stored in this field and the "Unit Weight" field left empty.
• Bulk products, such as items stocked by the pound, should have a "Unit Weight" of "1" and this field left empty.
• Packaging BOMs will roll up the weight of the bulk product and the weight of the packaging parts into the "Unit Weight" and "Tare Weight" fields, respectively, of the Finished Good.
• Note: if the part has a tare weight value on item master, the tare field will default to that value.
• Tare Weight is actually calculated in Deacom. This field is usually modifiable, unless the following conditions are met:
  • The item's BOM has a "Batch Yield Calculation" set to "Specified".
  • The item's "Stock Unit" is an "Each" type.
  • The "Roll Up Weight From BOM" flag on the Properties tab is checked.

Defines the density of this Part in pounds per gallon or kilograms per liter and is calculated as "Unit Weight" / "Unit Volume".

• In a user-defined field, the expression "IIF(pr_unitvol = 0, 0, pr_unitwgt/pr_unitvol)" will work.

Defines the minimum weight allowed for this Part when using the AutoFinisher.

Supports grouping of substitute parts based on different production process groupings or definitions. Options are Category, Sub-Category, Specific Part (default), and Item Search 1-5.

• Added in version 17.04.

Search field used to select the Deacom Part Number that will be used for the substitution.

• This field is only available and required when using a Substitution Type of "Specific Part".

Displays the description of the Part selected in the "Substitute Part" field.

Pick list used to determine if this substitution is allowed on Jobs, Sales, or Both(All). The All setting is the default. Separate security exist to allow user to substitute on jobs and on sales orders.

Defines the substitution amount and is used by the system to determine the ratio used when selecting a BOM "Substitution Type" of "Proportional".

• For example, beet sugar may be an acceptable substitute for cane sugar, but since it is not as sweet, 10% more is required. In this case, the value in this field would be set to "1.1".

Option to select the priority of substitutes to use if more than one substitution exists for the same part number.

Ability to specify a date range during which substitutions for the specified part can be made.

• Useful for planning based on available of substitutes.
• These dates must be populated in order to use the "View Substitutes" button in MRP.
• Added in version 17.04.

Displays the Deacom Part Number.

Displays the description of the Part.

Defines the UPC Number used by the Vendor.

Defines a description for the UPC Number, if desired.

Search field used to select the item-specific SDS Form.

Pick list used to define the type of item-specific label. Options are Item Label, Job Label, Lot Label, Master Lot Label, Package Label, PO Label, SO Label.

Search field used to select an active Part Form.

Pick list used to define how the default number of labels are printed. Options are: 

• By Line - One label will be printed for each line.
• By Lot - One label will be printed for each System Lot after it is shipped, received, or finished.
• By Master Lot - One label will be printed for each Master Lot.
• By Package - One label will be printed for each package shipped.
• By Quantity - One label will be printed for each unit.
• User Expression - Labels will be printed based on the logic defined in the "User Expression" field.

Defines the default number of copies that will be printed when the other conditions specified are satisfied.

• Useful in situations where customers have many Part Forms, some of which are printed rarely. In this case, the value in this field can be set to "0", making the user key in the quantity when needed.

Memo field used to store an expression that, when satisfied, will trigger the selected Part Form to print.

Select the appropriate type from the drop down list. Restricted Selling Types define a product type or characteristic that are paired with Restricted Selling Groups to determine what type of products are available for sales order entry. See Restricted Selling Options for additional information.

Enter a minimum and/or maximum value of on hand inventory that can be bought with this restriction.

Search field used to select a Quality Control Group to act as the parent.

• If no customer parts exist, and a QC Group is specified in this field, the system will apply overrides to QCINFO_PARENT when printing COAs for this Part. Refer to Managing Part Forms for more information.
• Refer to the Customer Part Cross References QC tab description for more information.

Search field used to select a Quality Control Group that will be used for purchased material. QC Groups related to production are specified on the Part's BOM.

• If a group is selected, material received on Purchase Orders will be sent to Pending QC. Once obtained, test results may be entered via the QC Result Entry form.
• ID links to table dmqc.

Pick list used in conjunction with the "Frequency" field to determine if Quality Control Tests should be performed either "Every X Days" or "Every X Lots".

Used in conjunction with the "Frequency Type" selection to define the frequency at which purchasing QC is performed. For example, if "Frequency Type" is set to "Every X Lots" and the value in this field is set to "2", then every other Purchase Order receipt for this Part is subject to QC testing.

Defines the starting point at which the frequency selected will begin. In other words, this value dictates when the QC Group selected first starts being used. This field is essentially only used once when material is first produced/received. For example, assume there are 3 different QC Groups used sequentially for a Part and they are setup as follows:

• QC Group 1 has an "Offset" value of 0 and a Frequency of every 3 Lots.
• QC Group 2 has an "Offset" value of 1 and a Frequency of every 3 Lots.
• QC Group 3 has an "Offset" value of 2 and a Frequency of every 3 Lots.

This setup equates to the following being performed when material is finished/received:

• The first Lot is tested using QC Group 1.
• The second Lot is tested using QC Group 2.
• The third Lot is tested using QC Group 3.
• The fourth Lot is tested using QC Group 1.
• The fifth Lot is tested using QC Group 2...and so on.

Defines the number of days that may pass until Stability Result Entry must be performed to ensure the material still passes QC testing. A value in this field indicates that the test is not material received against Purchase Orders.

• Note: Stability testing can be performed on lots received on purchase orders, inter-company transfers, and sales order returns. See the Managing Stability Tests page for additional information.

Pick list used to determine for which transactions this QC Group should be applied. Options are All, Move Inventory, Purchase Order (materials received on Purchase Orders), and Sales Order (materials received for a return on Sales Orders). All is the default.

• Lots moved to QC Pending, via the Move Inventory transaction, whose part is has this field set to All or Move Inventory, may be tested via QC Result Entry.

Pick list used to select the service related to the Part that will be invoiced. Options are Inventory On Hand, Job Finishes, Job Relieves, PO Receipts, PO Receipts - Bill-to, Received IC Xfers, SO Shipments.

• When using Type "Inventory On Hand", multiple entries of the same Type can be used, provided they are on different inventory parts.

Search field used to select the Part Number that represents the service based on the "Type" selected. The selected Part contains the appropriate prices and properties.

Only available when "Type" is set to "PO Receipts" or "PO Receipts - Bill-to". Pick list used to specify if the Purchase Order price or Standard price (the "Acct. Std. Total" field on the Costs tab) will be used to price Purchase Order receipts for this Part.

Only available when "Type" is set to "PO Receipts" or "PO Receipts - Bill-to" and "Price Type" is set to "Purchase Order". Defines the markup percent that will be used for Purchase Order receipts of this Part.

Memo field used to define an expression that will be executed to round up quantity during Sales Order entry.

• If this field has a valid expression, the system will perform a calculation on the "quantity" variable.
• Quantity may be used as the variable for "quantity". For example, an expression of "quantity + 101" will return the Quantity entered on the Sales Order line plus 101.
• Round up will occur on the total quantity of the calculated charge when adding the line to the Sales Order.
• Beginning in version 17.04, the following fields/variables are available to this expression under the following conditions:
  • When using a "Type" of "PO receipts" without "Count By Master Lot" checked. For each lot received:
    • tp_recevd
    • startdate - Will be the start date selected on the neworderfromprod form when generating from inventory charges
    • enddate - Will be the end date selected on the neworderfromprod form when generating from inventory charges.
  • When using a "Type" of "PO receipts" with "Count By Master Lot" checked:
    • startdate and enddate - Will always be a single value each time from inventory charges are generated.
    • tp_recevd - Each master lot found should only have one received date, for the order it was received on.
  • When using a "Type" of "PO Receipts" or "PO Receipts - Bill-To", the following fields are available: tp_id, tp_purnum, tp_veid, tp_p1id, tp_p2id, tp_trid, tp_frid, tp_seid, tp_waid
  • When using a "Type" of "SO Shipments", the following fields are available: to_id, to_ordnum, and to_s1id thru to_s5id. Notes on using these fields for "SO Shipments" are listed below:
    • If using the "Count By Master Lot: field below, only 1 SO number will be returned per Master Lot.
    • Expression processing as a whole will only occur when the Lines field (on the SO Entry From Inventory form) = ‘By Transaction’.
• Version 17.04.003 adds the following additional fields to help in situations where charges are based on variables related to weight and volume or specific item master user field values:
  • fi_prid
  • User Fields link to the item (via fi_prid)
  • pr_unitvol
  • pr_unitwgt
  • pr_tarewgt

• Beginning in version 17.04.005, the "stockquant" variable is available to this expression in order to return the stock unit quantity and not the quantity based on the system base unit.

When checked, adds the ability to charge/count by master lot using From Inventory button for Sales Orders. 

• Only enabled for Types: Inventory On Hand, PO Receipts, SO Shipments, PO Receipts / Bill-To, Received Inter-Co Transfers.

Memo field used to add custom notes when adding From Inventory parts to a sales order with a Lines selection of By Transaction. The value of the expression in this field is stored in the or_notes field for each line added to the sales order.

• Not available when using a Type of "Inventory On Hand".
• The fields available to the expression depend on the value made in the "Type" selection field.
  • Job Finishes, Job Relieves: all fields from the dtjob and dmprod tables.
  • PO Receipts, PO Receipts - Bill-To: all fields from the dttpur and dmprod tables.
  • SO Shipments, Received IC Xfers: all fields from the dttord and dmprod tables.
  • Note: dtljob, dtpur, and dtord table fields are not available since a single transaction could be made up of multiple dtljob, dtpur, or dtord records.
  • If this field is empty, the system uses the standard functionality to store values in the or_notes field By Transaction.

Pick list used to specify if this charge should be applied to all orders or only those assigned to a specific Facility or Facility belonging to a Facility Group.

• Useful is situations where customers use a Purchase Order with two lines, each going to a different Bill-to Company, and the associated Sales Orders are set for two different Facilities.