Field descriptions: Item

The item category.

The list of item categories includes those delivered by Sage and item categories created by your organization that identify with your production and sales processes.

The code that identifies the item.

When you create an item and integrate with Sage Intacct, you cannot modify the item ID. See Name and ID creation best practices to avoid potential errors.When you create an item and integrate with Sage Intacct, you cannot modify the item ID. See Name and ID creation best practices to avoid potential errors.When you create an item and integrate with Sage Intacct, you cannot modify the item ID. See Meilleures pratiques en matière de création de noms et d’ID to avoid potential errors.When you create an item and integrate with Sage Intacct, you cannot modify the item ID. See Erstellung von Namen und IDs – bewährte Methode to avoid potential errors.When you create an item and integrate with Sage Intacct, you cannot modify the item ID. See Name and ID creation best practices to avoid potential errors.

Activates a management policy for the item. Items can be purchased, manufactured, and sold.

Characteristics you add for the item such as supplier prices and sales prices are determined by the management policy.

Activates a stock management policy for the item.

Characteristics you add for the item such as lots and replenishment details are determined by this switch.

Indicates if the date after which the items in the lot should not be used needs to be entered.

If you select this checkbox, deallocating reserved stock from an order processes the lots using a FEFO (First Expired, First Out) method. This is critical if the potency or safety of the item is only guaranteed for a set period of time or the item has a specific shelf life.

Indicates if the item is managed by lot, lot and sublot, which are subdivisions of a lot, or not managed by lot.

If you select Lot or Lot and sublot, deallocating reserved stock from an order processes the lots using a FIFO (First In, First Out) method or a FEFO (First Expired, First Out) method if you select the Expiration date management checkbox as well.

The assigned lot sequence number format.

If you are using sequential lot numbers, the components that make up the structure of the generated lot number at stock receipt are determined by the assigned sequence number. You can view the individual components, length, and any constants in the number on the Sequence number page.

Leave blank to enter lot numbers at stock receipt manually.

Indicates if the item is managed with serial numbers.

The cost per item unit of measure when the rule apportions the landed cost By volume or By weight.

The base selling price for the item.

The base price is used if there is no other specific price defined.

The currency used to convert the base price and minimum price into the customer currencies.

The currency also controls the price for an order and provides the default currency if there is no customer price.

The minimum price the item can be sold for.

You need to define a minimum price, otherwise you will have too little margin.

The unit in which the item is purchased.

The unit in which the item is sold.

The unit of measure according to the Combined Nomenclature (CN) published by the European Commission. The CN is used for Intrastat reporting for the physical movement of goods between EU Member States.

Refer to Intrastat for more information.

The required stock capacity for the item, according to the storage management for your organization.

The capacity is not defined in Sage Distribution and Manufacturing Operations therefore you need to define it. You can use the capacity for estimating stock levels at the location: full, empty, half empty.

The number of items that will be produced in a single batch run or purchased in a single "lot".

The bill of material (BOM) name used to build or maintain the Item and link to open the bill of material.

This field displays when the Item is manufactured. The BOM defines the components that make up the item. The BOM name can be different from the Item name.

The stock valuation method.

The minimum reorder quantity as a multiple of the Batch quantity.

The preferred replenishment process.

Purchasing if the item is replenished from a purchase order.

Production if the item is replenished from a work order.

For manufactured items, the average number of days it takes between placing a work order for the item, producing it, then receiving it into stock.

The production lead time is used by MRP to calculate start and end dates for a suggestion. It is expressed in calendar days.

For purchased items, the average number of days it takes between placing a purchase order for the item and the receipt of the goods.

The purchase lead time is used by MRP to calculate start and end dates for a suggestion. It is expressed in calendar days.

The replenishment method for items managed in stock.

Not managed if there is no replenishment method.

By reorder point if an order is suggested when the stock level drops to the reorder point.

By MRP if the item is included in MRP reorder calculations.

The quantity of the item needed to fulfill existing orders.

The routing name used to build or maintain the Item and link to open the routing.

This field displays when the Item is manufactured. The routing defines the sequence of shop floor processes to build or maintain the item. The routing name can be different from the Item name.

The site name the item is stored at or managed from.

The item name.

The tax group for the item.

The item might be exempt from tax or taxed at a specific rate.

An item can only be assigned to a specific tax group if the Specific item tax group checkbox is selected.

The quantity of the item needed to fulfill existing orders.

The site name the item is stored at or managed from.

The quantity of the item that has been accepted into stock.

The quantity of the item that has been allocated to undelivered sales orders.

The last stock count date at the site.

The quantity of items in inspection and quality assurance control.

The quantity of the item that has been rejected and not accepted into stock.

The value of the horizontal axis in the stock projections graph.

Day: Display each date from the current date and the next 6 days.

Week: Display each date from the current date and the next 6 weeks.

The item name.

The stock levels on the date or week.

If Frequency is Day: The stock projections are daily from the current date.

If Frequency is Week: The stock projections are weekly from the current date.

The average unit cost of one stock item.

The average unit cost is the result of the total quantity of items in stock divided by the cost of the items at stock receipt.

This field displays if the Valuation method is Average unit cost.

Note that the average unit cost of the item can change with each stock receipt.

The FIFO (first-in, first-out) cost of one stock item based on its average cost at purchase receipt.

This field displays if the Valuation method is FIFO cost.

Note that the FIFO cost of the item can change with each stock receipt.

The date the costs were last revalued.

The current standard cost of the item.

You can view the complete costs history on the Costs tab.

Note that the cost of an item at stock receipt can be different from the item standard cost.

The result of the average unit cost multiplied by the total quantity of items in stock.

This field displays if the Valuation method is Average unit cost.

The result of the FIFO unit cost multiplied by the total quantity of items in stock.

This field displays if the Valuation method is FIFO cost.

The result of the standard cost multiplied by the total quantity of items in stock.

The total quantity of items in stock is displayed in the Total field in the Stock block.

The number of items that will be produced in a single batch run or purchased in a single "lot".

For manufactured items, the figure should be the optimal size of the production batch.

For purchased items, the figure should be the most cost effective order quantity.

The item needs to be made or purchased in multiples of the batch quantity.

Indicates if a purchase order for the item can be created from a sales order.

This checkbox displays when the following requirements are met:

• The item is purchased.
• The preferred process is Purchasing.
• orderToOrderOption is activated on the Service options page.

Refer to Create a purchase order from a sales order for more information.

The minimum reorder quantity as a multiple of the Batch quantity.

The item needs to be made or purchased in multiples of the batch quantity.

This quantity is used in the standard cost calculation.

Indicates if a work order for the item can be created from a sales order.

This checkbox displays when the following requirements are met:

• The item is manufactured.
• The preferred process is Production.
• orderToOrderOption is activated on the Service options page.

Refer to Create a work order from a sales order for more information.

The preferred replenishment process.

Production: Displayed for manufactured items.

• If the Replenishment method is By reorder point, a new work order is suggested when the stock level drops to the Reorder point.
• If the Replenishment method is By MRP, the MRP calculation request generates a production suggestion if the item is manufactured and there is insufficient stock available.

Purchasing: Displayed for purchased items and for items that are not managed in stock.

• If the Replenishment method is By reorder point, a new purchase order is suggested when the stock level drops to the Reorder point.
• If the Replenishment method is By MRP, the MRP calculation request generates a purchasing suggestion if the item is purchased and there is insufficient stock available.

For manufactured items, the average number of days it takes between placing a work order for the item, producing it, then receiving it into stock.

The production lead time is used by MRP to calculate start and end dates for a suggestion. It is expressed in calendar days.

For purchased items, the average number of days it takes between placing a purchase order for the item and the receipt of the goods.

This is the default value that is applied if a lead time has not been entered for a specific supplier.

The purchase lead time is used by MRP to calculate start and end dates for a suggestion. It is expressed in calendar days.

The minimum amount of stock required when the Replenishment method is By reorder point.

A new purchase order or work order is automatically suggested when the stock level drops to the reorder point.

The replenishment method for items managed in stock.

Not managed: There is no replenishment method.

By reorder point: A new work order or purchase order is suggested when the stock level drops to the reorder point.

By MRP: The item will be considered for inclusion in the MRP reorder calculations.

The average number of days it takes between placing a purchase order for the item with the supplier and the receipt of the goods.

The purchase lead time is used by MRP to calculate start and end dates for a suggestion. It is expressed in calendar days.

Indicates if the item-site-cost is calculated automatically based on the bill of material (BOM) and routing associated with the item-site.

Purchased items: The Calculated switch is always turned off. You need to enter the Cost detail fields manually.

Manufactured items: You can calculate the Cost detail manually or automatically.

• ON: Select the Calculate action. The fields in the Cost detail block are updated automatically based on the BOM and routing associated with the item-site.
• OFF: Enter the Material, Machine, Labor, and Tool costs.

The default item-site stock valuation method.

Standard cost: The cost is typically established at the beginning of a period to value the item and the stock movements.

This field is available if the item is managed in stock.

The breakdown of the costs in a graphical format.

The date the item-site-cost applies from. The default start date is the current date. The item-site-cost applies indefinitely or until the next cost period start date.

You can add multiple cost periods. From the More actions icon, select Add period.

Indicates if the item is currently available or unavailable from the supplier.

The switch might be turned off if the supplier no longer provides the item.

The average number of days it takes between placing a purchase order for the item with the supplier and the receipt of the goods.

The purchase lead time is used by MRP to calculate start and end dates for a suggestion. It is expressed in calendar days.

The priority for the supplier price. A lower number reflects a higher priority. The default value is 10.

The stock site.

The pricing category.

For example, Normal, Special offer, Discount.

Indicates if the item is currently available to sell to the customer.

The switch might be turned off if the customer has a bad debt and can no longer purchase the item, for example.

The quantity range applied to the price.

A quantity of 0 (zero) in the To quantity field means there is no upper limit. A range of 0 to 0 means the price applies to any quantity.

The reason for the customer-specific price.

You could have price reasons such as Standard price, Summer sale, and Clearance price. Customer price reasons are managed on the Customer price reason page.

If their priorities are set appropriately, you can use price reasons to have prices with overlapping date or quantity ranges. The basic rule is the lower the priority value, the higher the selection precedence.

The sales site the price relates to.

If a sales site is specified, the price is only effective for sales made from that site.

If a sales site is not specified, the price applies to sales from all sites.

The stock site the price relates to.

If a stock site is specified, the price is only effective for sales of stock from that site.

If a stock site is not specified, the price applies to sales of stock from all sites.

The measurement unit used to specify the quantity range applied to the price, if any. It needs to be one of the following units:

• The customer sales unit
• The item sales unit
• The item stock unit

Indicates if the item is currently available to sell or cannot be sold to the customer.

The switch might be turned off if the customer can no longer purchase the item, for example.

The BOM name used to build or maintain the Item and link to open the bill of material.

The BOM defines the components that make up the item. The BOM name can be different from the Item name.

The released item name.

The released item is defined as a stock item. It is the assembly or finished item name.

The code that identifies the released item.

The average number of days it takes between placing a work order for the item, producing it, then receiving it into stock.

The production lead time is used by MRP to calculate start and end dates for a suggestion. It is expressed in calendar days.

Defines how many of the finished item to make from its components.

The routing name that defines the sequence of shop floor processes to build or maintain the Item and link to open the routing.

The routing name can be different from the Item name.

The production site name.

The assembly status of the BOM.

In development: The components that make up the finished item are being defined.

Available to use: The structure of the bill is complete and the coherence of the components is confirmed.

Suspended: The BOM is currently held or obsolete.

Identifies items having the same tax rules.

For sold and manufactured items, select the item tax group you want to link the item with. A tax code corresponding to this item tax group will be used on the purchase or sales invoices for the item.

Identifies a channel dimension.

Identifies a department dimension.

Identifies a project attribute. When you include a project, the Task field is available.

The date of the purchase order.

The purchase order status. This status changes automatically according to the life cycle of the purchase order. It can be:

Draft: When created.

Pending approval: When the purchasing workflow approval process is required for the purchasing site and the purchase order is sent for approval.

Rejected: When the purchase order is rejected.

Approved: When the purchase order is approved.

Confirmed: When the purchasing workflow approval process is not required for the purchasing site and the purchase order is confirmed.

Tax calculation failed: When the tax status of at least one line is Failed.

Received or Partially received: When the corresponding receipt is posted.

Closed: When the purchase order is closed.

The purchase order line status related to the invoice. This status changes automatically and can be:

Not invoiced: When created.

Partly invoiced: When a quantity less than the ordered quantity has been invoiced.

Received: When a receipt for all the ordered quantity has been posted.

The purchase order line status. This status changes automatically according to the life cycle of the purchase order. It can be:

Draft: When created.

Pending: When the purchase order is approved as part of the approval process.

In Progress: When a purchase receipt is created for the purchase order line and the receipt is not fully received.

Closed: When any of the following occurs:

• The purchase order is rejected as part of the approval process.
• The purchase order is closed manually.
• The receipt created for the purchase order line is completely received.

The purchase order line status related to the receipt. This status changes automatically and can be:

Not received: When created and until a receipt for a partial quantity or for the full quantity is posted.

Partly received: When a receipt for a quantity less than the ordered quantity has been posted.

Received: When a receipt for all the ordered quantity has been posted.

For an allergen, the code that describes the allergen; for a hazardous item, the hazard classification code.