Configuring Sales Order Parts

The Item Master record in Deacom, available via Inventory > Item Master, contains several fields that need to be setup and/or considered when configuring saleable items. Individual security settings exist to control not only view and edit access to the Item Master but also the ability to view and edit specific tabs on the Item Master record. Additional information on Part configuration and management is available on the Designing a Part Numbering System and Creating Parts page.

Configuration

Users will need the appropriate security access to create and/or modify item master records in the system.
The appropriate sales units, stock units, and stock pricing units will need to be setup in the system.
Users will need an understanding of how their company will sell their products, including how products will be priced and packaged, if customers will accept substitute products, and if facility-specific costing and pricing is applicable. A Deacom Implementation Specialist will review most of this information during the implementation process.
Report Layouts and Part Forms will need to be created. For more information, refer to Managing Report Layouts and Managing Part Forms.

Process

For details on all the fields mentioned in the Process section, reference the Item Master page. The fields marked in blue (on the forms in the system) are required; other fields are optional.

Navigate to Inventory > Item Master.
On the pre-filter, select a Part and click "Modify" or click "New" to add a new Part.
The item header holds the Part Number and Description.
On the General 1 tab, users may enter values for the following optional fields:
1. Category
2. Sub-Category
3. Order Type
On the General 2 tab, users may enter values for the following optional fields:
1. Sales Quota
2. Shelf Life Days
3. SO Pop-up Notes
On the Costs tab, enter values or review the entries in all the fields on the tab. Users may not have to enter values for these fields if costs are rolled up and calculated based on how the item was produced. The costs on saleable items represent the amount required to produce finished goods or stock items intended for sale. In Deacom, the Costs tab on the Item Master record is used to record and store this information. For raw materials, this tab will indicate the costs required to procure or supply the required items for use in the production process. For finished goods intended for sale, this tab will indicate the costs required to produce and stock the item in inventory.
On the Costs 2 tab, enter values in the following fields:
1. List Sale Price - Note that the entire process for sales order pricing is explained via Configuring Sales Pricing Rules.
2. Minimum Margin.
3. Target Margin.
On the Properties tab, check off flags as necessary for the product. These flags are used to indicate certain characteristics for items that will be sold, produced, or purchased in Deacom. The active, stocked, and saleable flags are required for items that will be sold. The remaining fields are optional. For examples of which flags should be checked, refer to the Properties Tab Templates section of the Item Master page.
On the User Fields tab, users may enter additional information not captured elsewhere. This tab contains four user text fields and five user search fields. These fields are available to all the sales order printouts and may be used to indicate or store additional information relevant to saleable items.
1. Item User 1–4 - User defined text field. The caption for these fields can be controlled via System > Maintenance > Captions.
2. Item Search 1–5 - User defined search box. The caption for these fields can be controlled via System > Maintenance > Captions.
On the Facilities tab, users may set specific costing, pricing, and saleable conditions based on which Facility the item will be sold from. The Facilities tab allows a user to manage inventory in multiple Facilities. The tab contains multiple sub tabs which store general item information such as the item's default Location, reorder points, and default purchasing and sales quantities as well as cost and pricing information that is used in situations where the item is produced or sold in the specified facility. All of the fields present in the facilities sub-tabs are the same as the item master fields. In addition, the Facilities tab contains three unique check boxes, listed below.
1. Use Reorder Points - If checked, the system will use the reorder points when running time-phased MRP for this part in the specified Facility.
2. Use Costs - If checked, the system will use these values when updating inventory costs, costing production jobs, and in any other transactions that requires cost information for this item in this Facility.
3. Use Prices - if checked, the system will use these values when performing pricing updates, when adding parts to sales orders, and in any other transactions that requires price information for this item in this Facility.
  1. Note: Facility-specific pricing is one option in the Deacom Pricing Hierarchy. The entire process for sales order pricing is explained in the Configuring Sales Pricing Rules page.
On the Units tab, enter or verify the following Units of Measure: Sales Unit, Purchase Unit, Count Unit, Stock Unit and Stock Pricing Unit. Other units may be entered as needed.
On the Substitutes tab, users may lists the items that are acceptable as Substitutes for this item during shipping or issuing to production jobs. If a substitutes list exists, then those will be the only substitutes allowed. If a substitutes list does not exist, the user will be allowed to substitute any active item. If the "No Substitutes Allowed" flag is checked on the Properties tab, then no substitutions will be allowed even if a substitutes list exists.
On the Part Forms tab, users can define item-specific Part Forms that may be used in place of the default generic Part Forms that are setup in Inventory Options. Note that items will use the generic versions of these forms as defined in System Options if this field is empty and the item is set to "Inherit system part forms" on the Property tab. The following Part Forms are available on the Item Master:
1. SDS Form
2. C of A Label
3. Item Label
4. Job Label
5. Master Lot Label
6. PO Label
7. SO Label

Note: When adding Part Forms to items, users can define the “Label Print Qty”. Options are: (1) By line - one label will be printed for each line, (2) By lot - one label will be printed for each lot (3) By quantity - one label will be printed for each unit, (4) User expression - labels will be printed based on the logic used in the defined expression.