Product Maintenance

Menu Path: Purchasing $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Products $Images\bluerarw.gif$ Product Maintenance

Alternate Menu Path: Warehouse Management $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Products $Images\bluerarw.gif$ Product Maintenance

Purpose

Define products.
Review profitability, quality, product life cycle, and other product information.

Overview

Use Product Maintenance to define products.

Product definitions can also be imported in Product Import and global or specific changes can be made in Product Change Import.

Because products are imported for a specific warehouse location, see also Product Location Maintenance, which is similar to Product Maintenance except that it defines location-specific information.

Product Maintenance has the following tabs:

Tab	Purpose
General	Enter a product's description, search name, category, product unit of measure, and other general information.
Buying	Enter purchasing requirements for a product, including supplier information, minimum and maximum stocking levels, and a buying method.
Selling	Enter selling requirements for a product, including minimum and maximum margin percentages and other class information.
Pricing	Enter pricing requirements for a product, including price classes and various pricing levels.
Cost	Enter cost methods, and view landed cost information. Note This tab is only enabled if your user ID is allowed to view costs.
Profitability	View sales and gross profit for the preceding 12 months, and key customers for a product. Set up profit categories, subcategories, and groups for a product. Note This tab is only enabled if your user ID is allowed to view costs.
Quality	View sales and returns for the preceding 12 months, quality-related business intelligence, and collaboration Websites.
Planning	View a CAD image for a product.
Status	Enter and update life cycle stages of a product.
Warehouse	Enter sales tracking levels, quantity tracking levels, product unit and cubic weight, count settings and cycle class for physical inventory, and other options for drop shipping a product.
Locations	View locations for a product.
Unit of Measure	Enter the various units of measure in which a product can be purchased, sold, and picked. Specify a single default purchasing, selling, and display unit of measure.
Accounts	Enter various sales, expense, inventory, and other general ledger accounts for account resolution.
Other Information	Enter up to 20 user-defined fields for extra information about a product.
Catch Weights	View catch weight costs and enter estimated weights for suppliers.
VAT	Associate VAT classes and/or reasons with countries for the product. Note This tab is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Lot Shipping Rules	Set up rules for picking lots a specific number of days before lot expiration dates for all or specific customers. This tab is only available for lot-tracked products.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Product Maintenance window.
New	Click this button to create a new product.
Update	Click this button to edit the selected product.
Delete	Click this button to delete the selected product. Note You cannot delete a product if inventory transactions were created for the product. You also cannot delete a product if it is used for a bill of material.
Copy	Click this button to copy the selected product to a new product.
OK	Click this button to accept an action. This button is only available if you click the New, Update, Delete, or Copy button in the ribbon. If you edit a product that is assigned a style, Product Style Selection may appear, and allow you to copy the changes to other products in the style. For more information, see Copying Data Between Products in a Style. If you edit a product, and set fields that conflict with existing product location information, Product Location Selection appears after you click this button. You can use Product Location Selection to copy edited information to product locations.
Cancel	Click this button to cancel an action. This button is only available if you click the New, Update, Delete, or Copy button in the ribbon.
First	Click this button to display the first product code or name based on the selected Navigate by radio button.
Prev	Click this button to display the previous product code or name based on the selected Navigate by radio button.
Next	Click this button to display the next product code or name based on the selected Navigate by radio button.
Last	Click this button to display the last product code or name based on the selected Navigate by radio button.
History	Click this button to display Product History Inquiry, which allows you to view product history information by location. This button is only available if the Buying, Selling, or Profitability tab is displayed.
Product Sales	Click this button to display Product Sales Inquiry, which allows you to view sales for a product based on an invoice date range. This button is only available if the Profitability tab is displayed.
Product/Order	Click this button to display Product / Style Order Inquiry, which allows you to view orders for a selected product. This button is only available if the Selling or Profitability tab is displayed.
Inventory Matrix	Click this button to display Inventory Matrix Inquiry, which allows you to view inventory and transaction information for products.
Supplier Product	Click this button to display Supplier Product Maintenance, which allows you to define supplier-specific product information. This button is only available if the Buying tab is displayed.
Auto Additional Charge	Click this button to display Purchase Automatic Additional Charge Management, which allows you to view and delete purchase automatic additional charges for the selected harmonization code. If you are not authorized to use Purchase Automatic Additional Charge Management, Purchase Automatic Additional Charge Inquiry appears instead, and allows you to view purchase automatic additional charges for the selected harmonization code. This button is only available if the Buying tab is displayed.
Purchase Cost Matrix Maintenance/Inquiry	Click this button to display Purchase Cost Matrix Maintenance, which allows you to set up and maintain purchase costs matrixes. Note If you are not authorized to use Purchase Cost Matrix Maintenance, Purchase Cost Matrix Inquiry appears instead, and allows you to view purchase cost matrixes. This button is only available if the Buying tab is displayed.
Lifecycle Data Entry	If the icon for this button includes a check mark, a product lifecycle management workflow exists for the product. You can then click this button to display Lifecycle Data Entry, which allows you to enter data for the workflow. If the icon for this button does not include a check mark, click this button to display Lifecycle Data Entry Management, which allows you to manage workflows for product lifecycle management data entry.
Attachments	Click this button to display Attachment Entry, which allows you to view and enter attachments for a selected product. This button is only available if the General, Quality, or Planning tab is displayed, and you are not creating a new product.
Product Notes	Click this button to display Notes Entry, which allows you to view and enter notes for a selected product. This button is only available if the General, Quality, or Planning tab is displayed, and you are not creating a new product.
Product Remarks	Click this button to display Product Standard Remark Maintenance, which allows you to create standard remarks that can be placed on output documents. This button is only available if the General tab is displayed, and you are not creating a new product.
Approval Number	If you are in Inquiry mode, click this button to display Approval Number Inquiry, which allows you to view approval numbers for each state. If you are in Update mode, click this button to display Approval Number Entry, which allows you to enter approval numbers for each state. A state approval number may be required to purchase and/or sell a product, especially if the product is from the chemical or liquor industry. This button is only available if the Selling tab is displayed.
Commission Rate Inquiry	Click this button to display Commission Rate Inquiry, which allows you to view commission rate and sales representative selection data for the selected product. This button is only available if the Selling tab is displayed, and is only enabled if you are not creating a new product.
Profit Site	Click this button to display the profit collaboration Website entered for the product in Collaboration File Maintenance. This button is only available if the Profitability tab is displayed. To specify this Website, click the Profit Site Setup button in the ribbon.
Profit Site Setup	Click this button to display Collaboration File Maintenance, which allows you to specify a profit collaboration Website. This button is only available if the Profitability tab is displayed, and is only enabled in New or Update mode.
Quality Control Detail	Click this button to display Quality Control Detail Inquiry, which allows you to view defective product information for the product. This button is only available if the Quality tab is displayed. The icon for this button includes a check mark if defective product records exist for the product.
Quality Site	Click this button to display the quality collaboration Website entered for the product in Collaboration File Maintenance. This button is only available if the Quality tab is displayed. To specify this Website, click the Quality Site button in the Setup group in the ribbon.
Quality Cube	Click this button to display the quality business intelligence cube entered in BI File Maintenance. This button is only available if the Quality tab is displayed. To specify this cube, click the Quality Cube button in the Setup group in the ribbon.
Supplier Cube	Click this button to display the supplier business intelligence cube entered in BI File Maintenance. This button is only available if the Quality tab is displayed. To specify this cube, click the Supplier Cube button in the Setup group in the ribbon.
Quality Site (Setup)	Click this button to display Collaboration File Maintenance, which allows you to specify a quality collaboration Website. This button is only available if the Quality tab is displayed, and is only enabled in New or Update mode.
Quality Cube (Setup)	Click this button to display BI File Maintenance, which allows you to specify a BI cube and report file name. This button is only available if the Quality tab is displayed, and is only enabled in New or Update mode.
Supplier Cube (Setup)	Click this button to display BI File Maintenance, which allows you to specify a BI cube and report file name. This button is only available if the Quality tab is displayed, and is only enabled in New or Update mode.
Return Analysis	Click this button to display Returns Analysis Report, which allows you to create a report of return orders. This button is only available if the Quality tab is displayed.
Design	Click this button to display the design collaboration Website entered for the product in Collaboration File Maintenance. This button is only available if the Planning tab is displayed. To specify this Website, click the Design Site button in the ribbon.
Customer	Click this button to display the customer collaboration Website entered for the product in Collaboration File Maintenance. This button is only available if the Planning tab is displayed. To specify this Website, click the Customer Site button in the ribbon.
Market Research	Click this button to display the market research collaboration Website entered for the product in Collaboration File Maintenance. This button is only available if the Planning tab is displayed. To specify this Website, click the Market Research Site button in the ribbon.
Supplier	Click this button to display the supplier collaboration Website entered for the product in Collaboration File Maintenance. This button is only available if the Planning tab is displayed. To specify this Website, click the Supplier Site button in the ribbon.
Design Site	Click this button to display Collaboration File Maintenance, which allows you to specify a design collaboration Website. This button is only available if the Planning tab is displayed, and is only enabled in New or Update mode.
Customer Site	Click this button to display Collaboration File Maintenance, which allows you to specify a customer collaboration Website. This button is only available if the Planning tab is displayed, and is only enabled in New or Update mode.
Market Research Site	Click this button to display Collaboration File Maintenance, which allows you to specify a market research collaboration Website. This button is only available if the Planning tab is displayed, and is only enabled in New or Update mode.
Supplier Site	Click this button to display Collaboration File Maintenance, which allows you to specify a supplier collaboration Website. This button is only available if the Planning tab is displayed, and is only enabled in New or Update mode.
Bill of Material	Click this button to display Bill of Material Maintenance, which allows you to define and maintain bills of material. This button is only available if the Planning tab is displayed and you are not creating a new product.
BOM Import	Click this button to display Bill of Material Import, which allows you to import bills of material from an external file. This button is only available if the Planning tab is displayed and you are not creating a new product.
Product Location	Click this button to display Product Location Maintenance, which allows you to view and update detailed information for the selected product and the location selected in the Locations of Product grid. This button is only available if the Locations tab is displayed. Note If you are not authorized to use Product Location Maintenance, Product Location Inquiry appears instead, and allows you to view detailed information for the selected product location.
Product User Defined Field Update	Click this button to display Product User Defined Field Update, which allows you to update the value of the fourth product user-defined field for the selected product. This button is only available if the Other Information tab is displayed, if at least one invoice or credit memo exists for the product, and if incentives or incentive goals exist.

Note In the following tables, if Yes is entered in the Category Default column, then this field defaults from a selected product category. If Yes is entered in the Location Field column, then this field is also in Product Location Maintenance.

Fields and Buttons

Field or Button	Category Default	Location Field	Description
Product Code	No	Yes	Enter the product's identification code, or click the Lookup button to select a product code. The format of the code is set up in Product Code Length Maintenance and Product Code Element Maintenance. You can use the default format, or create format and element definitions based on your company's requirements. A unique product code must be used for each product.
Elements	No	No	Click this button to display Product Prompting, which allows you to view or select a product by elements (if more than one element is defined). For more information, see Product Code Length Maintenance.
Product Name	No	Yes	Enter the product's name, or click the Lookup button to select a product name. This field does not require a unique name for each product. If you enter a product name of a previously existing product, the Question dialog box appears, and asks if you want to create a product with a duplicate name. If a product is used with the customer portal, changing the name also changes the customer portal product name.
Navigate by	No	No	Select whether to navigate by product code or name when you click the First, Prev, Next, and Last buttons in the ribbon.

General Tab Fields and Buttons

Field or Button	Category Default	Location Field	Description
Description	No	No	Enter a short description for the product. This description can be used for searching by product.
Product Style	No	No	Enter a style for the product, or click the Lookup button to select a style. The style is used as another search criterion in Lookup windows for rapid selection. In Order Entry, during line item entry, you can enter the product style and a list of products with that product style will appear. For information on setting up product styles, see Style Maintenance. For information on copying data for products in a style, see Copying Data Between Products in a Style.
Search Name	No	No	Enter a search name for the product. The search name is used as another search criterion in Lookup windows for rapid selection. In O/E Line Item Entry, users can enter the search name in the Product Code field instead of the product code.
Size Code	No	No	Enter a size for the product, or click the Lookup button to select a size. A size code can be used in conjunction with a product style. For information on setting up sizes, see Size Maintenance.
Product U/M	Yes	No	Enter the smallest inventory transaction unit of measure for the product, or click the Lookup button to select the unit of measure. Example A canned product is only sold in cases, but the customer can return damaged cans for credit. If these cans are restocked and resold (at a discount, for example), then the smallest unit of measure is can, not case. If these cans are thrown (or given) away, then the smallest unit of measure is case, not can. Units of measure are defined and maintained in Unit of Measure Maintenance.
Color Code	No	No	Enter a color for the product, or click the Lookup button to select a color. A color code can be used in conjunction with a product style. For information on setting up colors, see Color Maintenance.
Generate UPC Code	No	No	Select this check box to automatically generate a Universal Product Code (UPC) when you click the OK button in the ribbon. This check box is only enabled (and is selected by default) if you select the Automatic UPC Generation check box in Warehouse Management Control Maintenance. Note To generate a UPC, a Number System Character (NSC) and manufacturer code must be entered in Warehouse Management Control Maintenance.
UPC Code	No	No	Enter the UPC for the product. When editing a product that was previously created, this field is only enabled if the Automatic UPC Generation check box is cleared in Warehouse Management Control Maintenance, or the Allowed to Update UPC/GTIN check box is selected for your user ID in User Profile Maintenance. Note If the product has more than one unit of measure, then the unit of measure specific UPC can be entered on the Unit of Measure tab.
Generate UPC at U/M Level	No	No	Select this check box to automatically generate a UPC for each unit of measure when you click the OK button in the ribbon. This check box is only enabled (and is selected by default) if you select the Automatic UPC Generation check box in Warehouse Management Control Maintenance. If a product has a UPC, the software uses that UPC as the UPC for the product unit of measure. Note To generate a UPC, a Number System Character (NSC) and manufacturer code must be entered in Warehouse Management Control Maintenance.
Generate GTIN	No	No	Select this check box to automatically generate a Global Trade Item Number (GTIN) when you click the OK button in the ribbon. This check box is only enabled (and is selected by default) if you select the Automatic GTIN Generation check box in Warehouse Management Control Maintenance.
GTIN	No	No	Enter the product's GTIN. This is the number that will be used for Electronic Product Code (EPC) and RFID requirements. This field is only enabled if the Automatic GTIN Generation check box is cleared in Warehouse Management Control Maintenance, or the Allowed to Update UPC/GTIN check box is selected for your user ID in User Profile Maintenance.
Generate GTIN at U/M Level	No	No	Select this check box to automatically generate a GTIN for each unit of measure when you click the OK button in the ribbon. This check box is only enabled (and is selected by default) if you select the Automatic GTIN Generation check box in Warehouse Management Control Maintenance. You can set up GTIN prefixes for units of measure in Unit of Measure Maintenance. If a product has a GTIN, the software uses that GTIN as the GTIN for the product unit of measure. If you are not generating UPC's for units of measure, the GTIN's have the same sequence across all units of measure. If you are generating UPC's for units of measure, the GTIN's and UPC's have different sequences across different units of measure.
Category	No	No	Enter the product's category, or click the Lookup button to select a category. When you select a valid category for a new product, the settings for the category are set as the defaults for the product. For more information, see Product Category Maintenance. NOTE If you change the category of an existing product, it is changed in associated records (e.g., goals, sales orders, purchase orders, etc.).
Subcategory	No	No	Enter the product's subcategory, or click the Lookup button to select a subcategory. A subcategory is an optional hierarchical level below the category. For more information, see Product Subcategory Maintenance. NOTE If you change the subcategory of an existing product, it is changed in associated records (e.g., goals, sales orders, purchase orders, etc.).
Merchandise/Service	No	No	Select whether the product is merchandise or a service. Inventory is tracked for merchandise products, but not for service products. Separate pick demands are created for service products, and these pick demands must be confirmed before you can invoice the associated order. Example You are creating a new product called Repackaging Services. The product should be set up as a service product.
Image File 1	No	No	Click the Lookup button to navigate to and select the product's image file. You can enter the label for this field in the Product Image Label 1 field in Warehouse Management Control Maintenance. Note If a file or image upload directory is set up for the system ID, the file is copied to the Product_Images folder in the file or image upload directory when you select the file. If no file or image upload directory is set up, the file remains in the original location.
View Image	No	No	Click this button to view the product's image file entered in the Image File 1 field.
Delete	No	No	Click this button to delete the product's image file entered in the Image File 1 field.
Detail Description	No	No	Enter detailed characteristics of the product. This field can be used for word searching.

Buying Tab Fields and Buttons

Field or Button	Category Default	Location Field	Description
Buying Method	Yes	Yes	Enter the product's buying method, or click the Lookup button to select a buying method. The buying method determines how a product is purchased. For more information, see Buying Method Maintenance. The following buying methods are available by default: Default - The default buying method. Demand Forecasting - Select this option if you will be using third-party demand forecasting software for purchasing. Min-Max - Select this option to use the min-max buying method. Products will be ordered for up to the maximum stocking level for the product. If you select this option, you can use Min-Max Buying Recommendations to create purchase orders based on a single location and buying ID.
Season Class	No	Yes	Enter a seasonal class, or click the Lookup button to select a seasonal class. A seasonal class is used exclusively for DRP. For more information, see Seasonal Class Maintenance.
Production Monitoring Class	Yes	Yes	Enter a supplier production monitoring class for the product, or click the Lookup button to select a supplier production monitoring class. You can use supplier production monitoring classes to group products for supplier production monitoring rules. For information on setting up supplier production monitoring classes, see Monitoring Class Maintenance.
Internal Buyer	Yes	Yes	Enter the user ID of the buyer generally responsible for the replenishment of this product, or click the Lookup button to select a user ID.
Cost Class	Yes	Yes	Enter a cost class, or click the Lookup button to select a cost class. Cost classes are used to group similar products so that a single cost may be assigned by cost class in Purchase Cost Matrix Maintenance. Cost classes are defined and maintained in Purchase Cost Class Maintenance and are then used to create cost matrix records.
DRP Product Class Code	No	Yes	Enter a DRP product class for the product, or click the Lookup button to select a DRP product class. For information on setting up DRP product classes, see DRP Product Class Maintenance.
Exclude from Goal Seeking	No	No	Select this check box if you do not want the product to be included in goal seek calculations. If you select this check box, the product will not appear in the Purchase Details grid on the Purchase tab in Summary DRP Management or in output production forecast spreadsheets. For information on goal seek, see Using Goal Seek.
Harmonization Code	No	No	Enter a harmonization code for the product, or click the Lookup button to select a harmonization code. A harmonization code is generally a tariff identified by customs stating the commodity of a product. Harmonization codes are defined and maintained in Harmonization Code Maintenance. For information on automatically adding duty to purchase orders, see Implementing Duty Calculations FAQ.
Add	No	No	Click this button to associate the entered harmonization code with the product.
Remove	No	No	Click this button to remove the selected harmonization code from the Harmonization Codes grid.
Harmonization Codes	No	No	This grid displays harmonization codes that are associated with the displayed product. You can use the buttons to the right of this grid to change the hierarchy of the harmonization codes. The hierarchy is used to determine which purchase automatic additional charge to use when adding duty charges to purchase orders.
	No	No	Click this button to move the selected harmonization code up one position in the Harmonization Codes grid.
	No	No	Click this button to move the selected harmonization code down one position in the Harmonization Codes grid.
Minimum Stock Level	No	Yes	Enter a minimum stocking level for the product. This is used for min-max purchasing and DRP. Both a minimum and maximum stock level is necessary to purchase a product using min-max (Min-Max Buying Recommendations). Stocking levels defined in this field are in the default purchasing unit of measure. Note If the product is a non-stocked product, this quantity must be zero, and the field is disabled.
Maximum Stock Level	No	Yes	Enter a maximum stocking level for the product. This is used for min-max purchasing and DRP. Both a minimum and maximum stock level is necessary to purchase a product using min-max (Min-Max Buying Recommendations). Stocking levels defined in this field are in the default purchasing unit of measure. Note If the product is a non-stocked product, this quantity must be zero, and the field is disabled.
Safety Stock	No	Yes	Enter the safety stock level for the product. This quantity is in the default purchasing unit of measure. This is informational only, and not used in calculations.
Minimum Purchase Quantity	No	Yes	Enter the minimum purchase quantity used by purchasing and DRP. The quantity defined in this field is in the default purchasing unit of measure. NOTE This cannot be less than the value entered in the Purchase Increment field. For information on how this field impacts DRP calculations, see DRP - Suggested Planned Receipt FAQ.
Purchase Increment	No	Yes	Enter the purchase increment used by purchasing and DRP. The increment quantity defined in this field is in the default purchasing unit of measure. For information on how this field impacts DRP calculations, see DRP - Suggested Planned Receipt FAQ.
Perform Sanity Check on Product Cost	Yes	No	Select this check box if you want the system to display a warning when a product cost is manually entered in Purchase Order Maintenance that varies from the most recent purchase order product cost from the same supplier by a given cost variance percentage. If you select this check box, enter the cost variance percentage in the Cost Variance % field.
Cost Variance %	Yes	No	Enter a cost variance percentage if the Perform Sanity Check on Product Cost check box is selected. The cost variance percentage entered in this field is used in performing the sanity check against a cost assigned to a product.
Country of Origin	No	No	Enter a country code for the product's country of origin, or click the Lookup button to select a country code. For information on setting up country codes, see Country Maintenance.
Review Days	Yes	Yes	Enter the number of days the product is to be reviewed in determining purchase levels for the product. This field is used for the Demand Forecasting buying method.
Primary Supplier Code	Yes	Yes	Enter the supplier code of the primary supplier for a product, or click the Lookup button to select the supplier code. For more information, see Supplier Maintenance and Supplier Code and Name. This field displays Restricted if you are not authorized to access the entered supplier.
Name	Yes	Yes	Enter the supplier name of the primary supplier for a product, or click the Lookup button to select the supplier. For more information, see Supplier Maintenance and Supplier Code and Name. This field displays Restricted if you are not authorized to access the entered supplier.
Show Relations	No	No	Click this button to refresh the Related Suppliers grid.
Related Suppliers	No	No	This grid displays supplier product records for the product. Double-click a record to display Supplier Product Maintenance, which allows you to set up and maintain supplier-specific product information.

Selling Tab Fields and Buttons

Field or Button	Category Default	Location Field	Description
Sales Tax Category	Yes	No	Enter the product's sales tax category, or click the Lookup button to select a sales tax category. Sales tax categories are used to group together similar products solely for sales taxation. For more information, see Sales Tax Category Maintenance and Sales Tax Rate Maintenance. This field is only available when the internal tax functionality is used.
Order Minimum	Yes	Yes	Enter the minimum order quantity allowed to be entered during sales order entry for the product (in the stock, or lowest, level unit of measure). $Images\warning.gif$ When setting up order minimums and order multiples, be careful if the product has multiple units of measures defined so that expected results are achieved. Note If there is an order multiple value entered in the Order Multiple field, the order minimum must be specified in that order multiple value. For example, if an order multiple is 4 each, then the order minimum must be 4, 8, 12, etc.
Excise Tax Category	No	No	If the product is subject to excise taxes, enter the excise tax category for the product, or click the Lookup button to select the excise tax category. For information on setting up excise tax categories, see Excise Tax Category Maintenance.
Order Multiple	Yes	Yes	Enter the order quantity multiple allowed to be entered during sales order entry (in the stock, or lowest, level unit of measure). $Images\warning.gif$ When setting up order minimums and order multiples, be careful if the product has multiple units of measures defined so that expected results are achieved. Example A product has a stock, or lowest, unit of measure of each, an inner pack consisting of 3 eaches unit of measure, and a master carton consisting of 30 eaches. The order minimum was set up as 6 eaches and the order multiple was set up as 4 eaches. If an order is entered for 2 inner packs, it has met the minimum requirement (6), but not the multiple (6 is not evenly divisible by 4). So, it would either warn the user or round down (for information on specifying how this situation is handled, see Customer Service Control Maintenance).
Commission Class	Yes	Yes	Enter the product's commission class, or click the Lookup button to select a commission class. Commission classes are used to group together similar products solely for sales representative commissions. For more information, see Commission Class Maintenance.
Allocation Minimum	No	Yes	Enter the minimum quantity that can be allocated for the product in the selling default unit of measure. This can be overridden by the allocation minimum value entered for the product in Product Location Maintenance and Customer Product Maintenance. This value functions in conjunction with the Allocation Qty Min/Mult Automatic and Allocation Qty Min/Mult Manual options in Customer Service Control Maintenance. Note If there is an allocation multiple value entered for the Allocation Multiple field, the allocation minimum must be specified in that allocation multiple value. For example, if an allocation multiple is 4 each, then the allocation minimum must be multiple of 4, such as 4, 8, or 12. The allocation minimum must be less than or equal to the order minimum value entered in the Order Minimum field.
Royalty Class	No	No	Enter the product's royalty class if the product is part of a royalty arrangement, or click the Lookup button to select a royalty class. For more information, see Royalty Class Maintenance.
Allocation Multiple	No	Yes	Enter a value of which a multiple can be allocated for the product in the selling default unit of measure. This can be overridden by the allocation multiple value entered for the product in Product Location Maintenance and Customer Product Maintenance. This value functions in conjunction with the Allocation Qty Min/Mult Automatic and Allocation Qty Min/Mult Manual options in Customer Service Control Maintenance.
Bookings Class	No	No	Enter the product's bookings class, or click the Lookup button to select a bookings class. For more information, see Bookings Class Maintenance.
Special Product Code	Yes	No	Enter a user-defined special product code for the product. You can track products defined with special product codes in Customer Special Product Analysis and Sales Representative Special Product Analysis. For more information, see Special Product Tracking.
Commission Cost Charge Type	Yes	Yes	Enter a drop-ship commission additional charge type to use for the product on drop-ship commission orders for which commissions are based on costs, or click the Lookup button to select a drop-ship commission additional charge type. For more information, see Drop-Ship Commission Orders FAQ. For information on setting up additional charge types, see Order Entry Additional Charge Maintenance.
Catalog Page	No	No	Enter the catalog page on which the product is displayed if your company's products are catalogued. This field is only informational.
Sales Tax Code	No	No	Enter the appropriate and unique Avalara tax code for the product, which determines the applicable tax rules and rates for the transaction. This field is only used when the system is integrated with AvaTax. For more information, see AvaTax Interface FAQ. NOTE To assign sales tax codes in batches, use Product Import or Product Change Import.
Place on Hold/Give Warning/Ignore Margins	Yes	Yes	Select a method for handling sales orders that are below the margin percentage entered in the Min Sales Margin % field or above the margin percentage entered in the Max Sales Margin % field. You can select to place these orders on margin hold, display a warning, or to not check margin percentages. For more information, see Gross Margin Testing FAQ.
Min Sales Margin %	Yes	Yes	Enter the minimum margin percentage for sales orders. If the margin for an order falls below this amount, the order is either placed on margin hold or a warning is displayed. For more information, see Gross Margin Testing FAQ. This field is only enabled if you select the Place on Hold or Give Warning radio button.
Max Sales Margin %	Yes	Yes	Enter the maximum margin percentage for sales orders. If the margin for an order is above this amount, the order is either placed on margin hold or a warning is displayed. For more information, see Gross Margin Testing FAQ. This field is only enabled if you select the Place on Hold or Give Warning radio button.
Co-Op Product	Yes	Yes	Select this check box if the product is considered a co-op product. If this check box is selected, you must select whether the co-op will be calculated based on an amount per unit or percent, and you must assign an amount in the Co-Op Amount field. For more information, see Co-Op Year Maintenance and Co-op Sales Process Flow.
Co-Op Amount	Yes	Yes	Enter the product's co-op amount or percentage. The value entered represents a currency amount if the Amount Per Unit radio button is selected, or a percentage if the Percent radio button is selected. This field is only enabled if you select the Co-Op Product check box.
Amount Per Unit/Percent	Yes	Yes	Select whether the co-op is calculated based on an amount per unit or percent. These radio buttons are only enabled if you select the Co-Op Product check box.
Image File 2	No	No	Click the Lookup button to navigate to and select a second image file for the product. You can enter the label for this field in the Product Image Label 2 field in Warehouse Management Control Maintenance. Note If a file or image upload directory is set up for the system ID, the file is copied to the Product_Images folder in the file or image upload directory when you select the file. If no file or image upload directory is set up, the file remains in the original location.
View Image (Image File 2)	No	No	Click this button to view the product's image file entered in the Image File 2 field.
Delete (Image File 2)	No	No	Click this button to delete the product's image file entered in the Image File 2 field.
Image File 3	No	No	Click the Lookup button to navigate to and select a third image file for the product. You can enter the label for this field in the Product Image Label 3 field in Warehouse Management Control Maintenance. Note If a file or image upload directory is set up for the system ID, the file is copied to the Product_Images folder in the file or image upload directory when you select the file. If no file or image upload directory is set up, the file remains in the original location.
View Image (Image File 3)	No	No	Click this button to view the product's image file entered in the Image File 3 field.
Delete (Image File 3)	No	No	Click this button to delete the product's image file entered in the Image File 3 field.
Allow Samples	No	No	Select this check box if the product can be entered as a line item on sample orders. This check box is selected by default.
Sample Frequency Days	No	No	Enter the number of days a customer must wait after receiving a sample of the product before the customer can receive a sample of the product again. If this is 0, there is no limit to how often the customer can receive a sample of the product. The frequency can be overridden by the sample frequency days entered for specific sample reason codes. This field is only enabled if the Allow Samples check box is selected.
Beverage Bottle Size	No	No	If the product is a beverage, enter the size of the bottle, and enter the unit of measure of the bottle (or use the Lookup button to select a unit of measure).
Alcohol Content	No	No	If the product is a beverage, enter the alcohol content of the product. This is used in conjunction with excise tax category rules to control reporting.
Market Groups	Yes	No	Select the check box for each market segment and/or market group associated with the product. You can click the plus or minus symbol to the left of a market group to show or hide the market segments in the market group. If you select a market group, all market segments in the market group are selected. For information on setting up market groups and market segments, see Market Group and Segment Maintenance.
Companion Class	No	Yes	Enter the product's companion class if another product is sold as a companion of this product, or click the Lookup button to select a companion class. For more information, see Companion Class Maintenance.
Companion Class Name	No	Yes	This field displays the name of the selected companion class.
	No	Yes	Click this button to add the product to the companion class.
	No	Yes	Click this button to remove the product from the selected companion class in the Companion Classes grid.
Companion Classes	No	Yes	This grid displays companion classes for the product.

Pricing Tab Fields and Buttons

Field or Button	Category Default	Location Field	Description
List Prices	No	Yes	This grid displays the list prices for the product. These prices can be used to manually assign prices for the product in the default selling unit of measure. This grid includes the following columns: List Price Label - This column displays the label for each list price. The labels are set up in Customer Service Control Maintenance. The labels should conform to the types of prices offered by your company, such as wholesale, retail, dealer, etc. Current Price - Enter the current price for each of the list prices. Prices are defined in two to four decimal places. The prices in this column can be used to create price matrix records in the Multiply against field in Price Book Price Maintenance or Customer Price Maintenance. Effective Date - This column displays the date from which each list price is in effect. Ship and Debit Amount - Enter a default ship and debit amount for each list price. Free Goods Billback % - Enter a percentage of cost to bill back to the supplier if the product is shipped free of charge to a customer for each list price. Future Price - This column displays the future price for each list price (if a future price was entered). Future Effective Date - This column displays the date for the next entered price change for the each list price. Select a list price to display all future prices for it in the Future Prices grid. NOTE This grid cannot be sorted.
Price	No	No	Enter a future price for the selected list price.
Effective Date	No	No	Enter the effective date for the future price.
(Future Price)	No	No	Click this button to add the entered future price for the selected list price.
(Future Price)	No	No	Click this button to remove the selected future price selected in the Future Prices grid.
Future Prices	No	Yes	This grid displays future prices for the selected list price in the List Prices grid.
Default Selling U/M	No	Yes	This field displays the default selling unit of measure for the product.
Price Includes VAT/Price Excludes VAT	No	Yes	Select whether the product prices include or exclude VAT. This setting is used as the default for the product in Inventory Matrix Inquiry. Note This radio set is disabled for configuration kits.
Family Price Code	No	No	Enter a family price code, or click the Lookup button to select a family price code. A family price code is used to group together similar products if you want to give customers a price break on the total quantity ordered for the group, instead of the quantity ordered for each product in the group. The family price code you enter in this field is used as the default for price matrixes for the product. Example You sell paint by the case. Each color is packed in a separate case, has a separate product code, and is priced at $10.00 per case. You want to give a special price break for customers that buy 100 cases, regardless of color, of $7.00 per case. For more information, see Family Price Maintenance. Note This field is disabled for configuration kits.
Price Class	No	No	Enter a price class used to group together similar products solely for pricing, or click the Lookup button to select a price class. Price classes can be used to create price matrices for price books (groups of customers) in Price Book Price Maintenance or for specific customers in Customer Price Maintenance. Price classes are defined and maintained in Price Class Maintenance. Note This field is disabled for configuration kits.
Description	No	No	This field displays the description of the selected price class.
(Price Class)	No	No	Click this button to add the price class to the product.
(Price Class)	No	No	Click this to remove the price class selected in the Price Classes grid from the product.
Price Classes	Yes	Yes	This grid displays the price classes for the product. You can use the arrow buttons to the right of this grid to change the hierarchy of price classes for the product.
	No	No	Click this button to move the selected price class up in the price class hierarchy.
	No	No	Click this button to move the selected price class down in the price class hierarchy.

Cost Tab Fields and Buttons

Field or Button	Category Default	Location Field	Description
Accounting Cost	Yes	Yes	Click the Lookup button to select the product's accounting cost basis. The accounting cost basis controls general ledger entry amounts, and therefore, only the GAAP (generally accepted accounting principles) methods of Average, Standard, LIFO, and FIFO are available. You cannot select LIFO or FIFO for catch weight products. This Lookup button is disabled for kit and service products.
Standard Cost	No	Yes	Enter the standard cost of the product for the product unit of measure. For more information, see cost basis.
Sales Reporting Cost	Yes	Yes	Click the Lookup button to select the product's sales reporting cost basis. The sales reporting cost basis is used in gross margin determination for sales reporting, and is used for calculating royalties and commissions. Average, Standard, LIFO, FIFO, Burden, and Last Cost can be used depending on your specific needs. You cannot select LIFO or FIFO for catch weight products. This Lookup button is disabled for kit and service products.
Burden Cost	No	Yes	Enter the burden cost of the product for the product unit of measure. For more information, see cost basis.
Cost U/M	No	No	This field displays the cost unit of measure for the product.
Commission Cost	Yes	Yes	Click the Lookup button to select the product's commission cost basis. The commission cost basis is used for gross margin determination for commission reporting. Average, Standard, LIFO, FIFO, Burden, and Last Cost can be used depending on your specific needs. You cannot select LIFO or FIFO for catch weight products. This Lookup button is disabled for kit and service products.
All	No	Yes	Select this check box to view landed costs for all dates.
From	No	Yes	Enter the first date in a range of dates for which to view calculated average landed costs, or click the drop-down arrow to select a date.
To	No	Yes	Enter the last date in a range of dates for which to view calculated average landed costs, or click the drop-down arrow to select a date.
Show Data	No	Yes	Click this button to display calculated average landed costs based on the selected date range.
Type	No	Yes	Enter an additional charge type if you want to enter an additional charge associated with the product's landed cost, or click the Lookup button to select an additional charge type. You can only enter additional charges for which the Include in Landed Cost check box is selected in Purchase Additional Charge Maintenance.
Est. Amount	No	Yes	Enter the estimated costs for each additional charge associated with a product's landed cost.
	No	Yes	Click this button to add the additional charge to the Landed Cost grid.
Landed Cost	No	Yes	This grid displays details of additional charges included in the landed costs for the product. The grid includes the following columns: Type - This column displays the type of the additional charge. Estimated Cost - This column displays the estimated costs that are entered on this tab. You can edit the estimated costs in this column. Difference - This column displays the difference between the columns based on the selected option in the Difference Based On field. Receipt Cost - This column displays costs captured during a purchase order receipt of a product. Invoiced Cost - This column displays costs that are entered (and captured) during accounts payable invoice reconciliation as the pay amount. Any additional charge that is of type none has a paid cost equal to the receipt cost (This happens because an additional charge of type none never receives an accounts payable invoice). For more information, see Purchase Additional Charges and Landed Cost FAQ. Note To remove an additional charge from this grid, change the estimated quantity to zero. This only allows removal of items with no receipt activity.
Difference Based On	No	Yes	Select how landed costs are compared. Landed cost comparisons can be made between: Receipt and estimated costs Receipt and invoiced costs Invoiced and estimated costs
Currency	No	Yes	This field displays the currency for displayed costs.
Product (Estimated)	No	Yes	Enter an estimate of the product’s purchase cost.
Product (Receipt)	No	Yes	This field displays the product's receipt cost.
Product (Invoiced)	No	Yes	This field displays the product's invoiced cost.
Product (Difference)	No	Yes	This field displays the difference between product costs based on the selected option in the Difference Based On field.
Add. Charges (Estimated)	No	Yes	This field displays the total of all estimated costs of additional charges.
Add. Charges (Receipt)	No	Yes	This field displays the total of the additional charges receipt cost.
Add. Charges (Invoiced)	No	Yes	This field displays the total of the additional charges invoiced cost.
Add. Charges (Difference)	No	Yes	This field displays the difference between additional charges costs based on the selected option in the Difference Based On field.
Total (Estimated)	No	Yes	This field displays the total estimated cost of the product and additional charges.
Total (Receipt)	No	Yes	This field displays the total receipt cost of the product and additional charges.
Total (Invoiced)	No	Yes	This field displays the total invoiced cost of the product and additional charges.
Total (Difference)	No	Yes	This field displays the difference between total costs based on the selected option in the Difference Based On field.

Profitability Tab Fields and Buttons

Field or Button	Category Default	Location Field	Description
Profit Category Code Sales (Customer)	Yes	No	Enter a customer scorecard profit category code for sales for the product, or click the Lookup button to select a customer scorecard profit category code. For information on setting up scorecard profit categories, see Scorecard Profit Category Maintenance.
Profit Category Code Cost (Customer)	Yes	No	Enter a customer scorecard profit category code for costs for the product, or click the Lookup button to select a customer scorecard profit category code. For information on setting up scorecard profit categories, see Scorecard Profit Category Maintenance.
Profit Subcategory Code Sales (Customer)	Yes	No	Enter a customer scorecard profit subcategory code for sales for the product, or click the Lookup button to select a customer scorecard profit subcategory code. For information on setting up scorecard profit subcategories, see Scorecard Profit Category Maintenance.
Profit Subcategory Code Cost (Customer)	Yes	No	Enter a customer scorecard profit subcategory code for costs for the product, or click the Lookup button to select a customer scorecard profit subcategory code. For information on setting up scorecard profit subcategories, see Scorecard Profit Category Maintenance.
Profit Category Code Sales (Supplier)	Yes	No	Enter a supplier scorecard profit category code for sales for the product, or click the Lookup button to select a supplier scorecard profit category code. For information on setting up scorecard profit categories, see Scorecard Profit Category Maintenance.
Profit Category Code Cost (Supplier)	Yes	No	Enter a supplier scorecard profit category code for costs for the product, or click the Lookup button to select a supplier scorecard profit category code. For information on setting up scorecard profit categories, see Scorecard Profit Category Maintenance.
Profit Subcategory Code Sales (Supplier)	Yes	No	Enter a supplier scorecard profit subcategory code for sales for the product, or click the Lookup button to select a supplier scorecard profit subcategory code. For information on setting up scorecard profit subcategories, see Scorecard Profit Category Maintenance.
Profit Subcategory Code Cost (Supplier)	Yes	No	Enter a supplier scorecard profit subcategory code for costs for the product, or click the Lookup button to select a supplier scorecard profit subcategory code. For information on setting up scorecard profit subcategories, see Scorecard Profit Category Maintenance.
Profit Category Code Sales (Product)	Yes	No	Enter a product scorecard profit category code for sales for the product, or click the Lookup button to select a product scorecard profit category code. For information on setting up scorecard profit categories, see Scorecard Profit Category Maintenance.
Profit Category Code Cost (Product)	Yes	No	Enter a product scorecard profit category code for costs for the product, or click the Lookup button to select a product scorecard profit category code. For information on setting up scorecard profit categories, see Scorecard Profit Category Maintenance.
Profit Subcategory Code Sales (Product)	Yes	No	Enter a product scorecard profit subcategory code for sales for the product, or click the Lookup button to select a product scorecard profit subcategory code. For information on setting up scorecard profit subcategories, see Scorecard Profit Category Maintenance.
Profit Subcategory Code Cost (Product)	Yes	No	Enter a product scorecard profit subcategory code for costs for the product, or click the Lookup button to select a product scorecard profit subcategory code. For information on setting up scorecard profit subcategories, see Scorecard Profit Category Maintenance.
Profit Group	No	No	Enter the scorecard profit group code for the product, or click the Lookup button to select a scorecard profit group code. For information on setting up scorecard profit group codes, see Scorecard Profit Group Maintenance. Note This field is required for products if the Profit Group is required for products check box is selected in Scorecard Control Maintenance.
Profit	No	No	This grid displays the sales and gross profit by month for the selected product.
Top Customers	No	No	This grid displays the top customers based on units sold of the selected product.

Quality Tab Fields and Buttons

Field or Button	Category Default	Location Field	Description
Quality	No	No	This grid displays the sales and returns by month for the selected product.

Planning Tab Fields and Buttons

Field or Button	Category Default	Location Field	Description
CAD Image	No	No	Click the Lookup button to navigate to and select the path and file name for a CAD image file for the product. Note If a file or image upload directory is set up for the system ID, the file is copied to the Product_Images folder in the file or image upload directory when you select the file. If no file or image upload directory is set up, the file remains in the original location.
View Image	No	No	Click this button to display the CAD image file entered in the CAD Image field.
Delete	No	No	Click this button to delete the CAD image file entered in the CAD Image field.
Image File 1	No	No	This field displays the primary image file for the product entered in the Image File 1 field on the General tab. You can enter the label for this field in the Product Image Label 1 field in Warehouse Management Control Maintenance.

Status Tab Fields and Buttons

Field or Button	Category Default	Location Field	Description
Product Status	Yes	Yes	Enter the current status of the product, or click the Lookup button to select a status. For more information, see Product Status Maintenance.
Active	No	No	Select this check box to indicate that this is an active product. If this check box is selected, users can enter sales orders and purchase orders for the product. This check box is selected by default. Note If this check box is cleared, users can still enter sales orders and purchase orders for the product. However, the product will not be available for selection in the Lookup window.
Created By	No	No	These fields display the user ID of the person who created the product, and the date/time the product was created.
Can Be Sold	No	Yes	Select this check box to allow the product to be sold regardless of what quantity is available in inventory. During order processing, the system verifies if this product can be sold by the selling and shipping locations. If there is a record for the product's selling location, the Can Be Sold check box must be selected for that location. If there is no such record, the system will verify if the check box is selected for the product's shipping location. This check box is selected by default.
Update By	No	No	These fields display the user ID of the person who last updated the product, and the date/time the product was updated.
Discontinued	Yes	Yes	Select this check box if the product is no longer available for sale. Existing inventory of the product can be ordered; however, the product will not go on backorder for insufficient order quantity. This allows the product to be phased out of inventory. If the product is already backordered, the Question dialog box appears and asks you to confirm whether you want to mark the product as discontinued. If you click the No button, this check box is cleared. The quantity available and quantity on hand will determine how much of the product can be sold after it is marked as discontinued. If there are existing backorders for the product, they must be manually cancelled by the order processor. On the purchasing side, discontinued products are not recommended for purchases in Min-Max Buying Recommendations. You can also exclude discontinued products from 3rd Party Forecasting Export and reports, such as Inventory Status Report. Users can still create standalone purchase orders in Purchase Order Maintenance, but when the discontinued product is selected, a warning message appears, which indicates that the product is discontinued. Users can then continue processing the purchase order for the product, or remove the discontinued product from the order. Discontinued products can still be used for work orders if sufficient inventory is available. Note You can change a product style's status in Style Maintenance to select or clear this check box for all products in a style.
Discontinued Date	No	Yes	Enter the discontinued date if the product is discontinued. This field is only enabled if you select the Discontinued check box.
Display on Purchase Order Lookup	No	No	Select this check box if you want the product to appear in the Lookup window when entering a purchase order in Purchase Order Maintenance. If this check box is cleared, users cannot view or search for the product during purchase order entry; however, if a user types the product code or name in the appropriate field, the product can still be ordered. This check box is selected by default, and is only enabled if the Active check box is selected.
Include On Order Quantity in OE Discontinued Validation	Yes	Yes	Select this check box if you want to include the on order quantity in the order validation that occurs for discontinued products during order entry. This setting only affects the product if it is discontinued. If this check box is cleared, the validation only allows users to order a discontinued product if the sum of the available quantity and any applicable inventory reservations is greater than the ordered quantity. If this check box is selected, the on order quantity is added to the sum of the available quantity and inventory reservations and may allow the discontinued product to be ordered. Note You can change a product style's status in Style Maintenance to clear this check box for all products in a style.
Display on Order Entry Lookup	No	No	Select this check box if you want the product to appear in the Lookup window accessed during order entry in O/E Line Item Entry. If this check box is cleared, users cannot view or search for the product during order entry; however, if a user types the product code or name in the appropriate field, the product can still be ordered. This check box is selected by default, and is only enabled if the Active check box is selected.
Completed	No	No	Select this check box for any product life cycles that are completed. Up to 10 product life cycles can be set up in Purchasing Control Maintenance. Note These check boxes are only available for fields for which labels are set up.
Completed By	No	No	Enter the user ID of the person that marked the product life cycle as complete. If you select the Completed check box for a product life cycle, this field defaults to your user ID. Up to 10 product life cycles can be set up in Purchasing Control Maintenance. Note These fields are only available for labels that are set up.
Completed Date	No	No	Enter the date the product life cycle was completed, or click the drop-down arrow to select a date. If you select the Completed check box, his field defaults to the current date. Up to 10 product life cycles can be set up in Purchasing Control Maintenance. Note These fields are only available for labels that are set up.

Warehouse Tab Fields and Buttons

Field or Button	Category Default	Location Field	Description
Product	Yes	Yes	This check box is selected to indicate that quantity of the product is tracked.
Location	Yes	Yes	This check box is selected to indicate that quantity of the product is tracked by location.
Bin	Yes	Yes	This check box is selected for merchandise products or cleared for service products. If it is selected, it indicates the product is tracked by bin.
Lot	Yes	Yes	Select this check box to track product quantities by lot. This check box is only enabled for merchandise products that are not kits. Lot or serial information is required for inbound (receipts), within (location transfers), and outbound (sales) procedures. For more information, see Serial and Lot Tracking FAQ.
Serial Number	Yes	Yes	Select this check box to track product quantities by serial number. This check box is only enabled for merchandise products that are not kits. Lot or serial information is required for inbound (receipts), within (location transfers), and outbound (sales) procedures. For more information, see Serial and Lot Tracking FAQ.
Sales Track at	Yes	Yes	Select a sales tracking level for lots and serialized products, or neither. A product that is tracked at the sales level is assigned a tracking number (lot or serial) only when the product is shipped. This is in contrast to the Track Quantity At option that requires lot or serial information for inbound, intra-location, inter-location, and outbound procedures. Inquiries at sales-tracked levels are performed in Sales Tracking Inquiry. For more information, see Serial and Lot Tracking FAQ. Note If a product is either serial or lot tracked at the inventory level and is sales tracked, the inventory information will default to the sales tracking information. If you only need customer outbound tracking by lot or serial number, use only the Sales Track at option. After a product has been created, its tracking level can only be changed if there are no existing inventory records for the product; therefore, it is important to determine appropriate tracking levels for a product. These radio buttons are only enabled if you clear the Kit Item check box.
Lot Life	No	No	Enter the default number of days after which a lot expires.
Drop Ship Allowed	No	Yes	Select this check box to allow the product to be drop shipped to customers. During order processing, if you want to drop ship the product, select the Drop Ship from Supplier check box, and then select a supplier from which the product will be ordered. This check box is only enabled if you clear the Kit Item and Must Drop Ship check boxes. If you select this check box, you must enter a supplier in the Primary Supplier Code field on the Buying tab.
Must Drop Ship	No	Yes	Select this check box if the product must be drop shipped. If you select this check box, the Drop Ship Allowed check box is also selected, and is disabled. If you select this check box, the product is a non-stocked product. This check box is only enabled if you clear the Kit Item check box. Note If this check box is selected, you can still order the product in Purchase Order Maintenance.
NMFC Number	Yes	No	Enter the National Motor Freight Classification (NMFC) number used for bill of lading printing, or click the Lookup button to select an NMFC number. For more information, see National Motor Freight Classification Maintenance.
Package U/M	No	Yes	Enter the package unit of measure, or click the Lookup button to select a package unit of measure. This unit of measure is used in package building determination. Example Some products, such as refrigerators, come in a box from a vendor that is already a packaged unit of measure, and the UCC128 label is placed on the box. When you set up a package unit of measure, you are specifying the packages to create automatically for pick demand confirmation. A pallet of refrigerators has labels on each box, so if you are shipping a pallet, you still make packages in terms of 1 each refrigerator.
Allow Larger U/M Picking Recommendations	Yes	Yes	Select this check box to permit a larger unit of measure to be broken to fulfill a sales order allocation for a smaller unit of measure. The alternative would be to replenish the smaller unit of measure. Upward picking takes precedence over downward picking. Note A product has three units of measure - each, case/10, and pallet/100. There are 3 each, 1 case/10, and 1 pallet/100 available. A new sales order is created for 2 case/10. If the Allow Larger U/M Picking Recommendations check box is selected, the pick demand for this sales order will have a line item for 1 case/10 and another line item to break the pallet/100 to pick another case/10.
Allow Smaller U/M Picking Recommendations	Yes	Yes	Select this check box to permit a larger unit of measure to be assembled from smaller units of measure to fulfill a sales order allocation. Note A product has three units of measure - each, case/10, and pallet/100. There are 11 each, 0 case/10, and 1 pallet/100 available. A new sales order is created for 1 case/10. If the Allow Smaller U/M Picking Recommendations check box is selected, the pick demand for this sales order will have a line item for 10 each to assemble to 1 case/10.
Pick Method	Yes	Yes	Enter a pick method, or click the Lookup button to select a pick method.
Pick Group	Yes	Yes	Enter a product pick group, or click the Lookup button to select a product pick group.
Quantity Scan	Yes	Yes	Select one of the following options: Default - Require users to scan or enter product quantities for Wireless Warehouse picking based on the Quantity Scan option selected for picking in Zone Task Options. Scan Each Item - Require users to scan every product, one at a time, and keep track of the count during Wireless Warehouse picking. If you select this option, it overrides the selected Quantity Scan option in Zone Task Options. Example If you select this option and a user is picking 15 cases, the user must scan each case (15 scans). Enter Quantity - Require users to enter quantities manually during Wireless Warehouse picking. If you select this option, it overrides the selected Quantity Scan option in Zone Task Options.
Product Scan	Yes	Yes	Select one of the following options: Default - Require or do not require users to validate (scan) the product for Wireless Warehouse picking based on whether the Product check box is selected for picking in Zone Task Options. Yes - Require users to scan the product for Wireless Warehouse picking. If you select this option, it overrides the Product check box in Zone Task Options. No - Do not require users to scan the product for Wireless Warehouse picking. If you select this option, it overrides the selected Product check box option in Zone Task Options.
Cycle Class Code	Yes	Yes	Enter a cycle class code for the product, or click the Lookup button to select a cycle class code. The cycle class code is used to group together similar products and locations for Wireless Warehouse cycle counting. For information on setting up cycle class codes, see Product Cycle Count Class Maintenance.
Recount Variance Amt	No	Yes	Enter a recount variance amount. This field is used in conjunction with Wireless Warehouse cycle counting.
ABC Product Class	No	No	Enter a letter to represent the product class. This field is used in conjunction with paper-based cycle counting. Enter A in this field for high-value products that can be selected for cycle counting. Note You can only enter A, B, C ,or X in this field.
Recount Variance %	No	Yes	Enter the recount variance percentage. This field is used in conjunction with Wireless Warehouse cycle counting.
Do Not Reclassify	Yes	Yes	Select this check box to not allow the automatic reclassification of the cycle class code when running product cycle count reclassification.
Recount Display	No	Yes	Click the Lookup button to select the recount display. This field is used in conjunction with Wireless Warehouse cycle counting.
Recount Required	No	Yes	Select this check box to require a recount. This check box is used in conjunction with Wireless Warehouse Cycle Counting. A recount is only required if this check box is selected and a recount variance amount or percentage is entered.
Count Display	No	Yes	Click the Lookup button to select the count display. This field is used in conjunction with Wireless Warehouse cycle counting.
Non Stocked Item	No	Yes	Select this check box if your company can only purchase the product when there is a sales order. If this check box is selected, the Hold Inventory for Backorders check box is automatically selected (and disabled), and 0 is entered in the Minimum Stock Level and Maximum Stock Level fields on the Buying tab (and both fields are disabled).
Kit Item	No	No	Select this check box if the product is a kit or phantom assembly. Kits are a compilation of products and/or components that are used to make up a whole product. Kits are set up in Bill of Material Maintenance. If the product is a kit, select the type of kit. For more information on kits, see Kit FAQ. Note If this check box is selected, the Drop Ship Allowed, Must Drop Ship, Lot, and Serial check boxes are disabled. Also, the Sales Track at radio buttons and the Allocate X Business Days before Required Date field are disabled. If you attempt to clear this check box for an existing product that is a component on a bill of material, an Error dialog box appears and warns you that you cannot proceed to make the change. When you click the OK button, Bill of Material Components Report appears and allows you to output a report of the bills of material for which the product is a component.
Phantom Assembly / Kit/Config. Kit	No	No	Select the type of kit for a product that is a kit. Select one of the following: Phantom Assembly / Kit - A phantom assembly or fixed kit is composed of a fixed set of products and/or components. No alterations to the product mix can be made. For more information on fixed kits, see Fixed Kit FAQ. Config. Kit - A configuration kit is composed of a set of products and/or components where you can change the mix. These radio buttons are only available if the Kit Item check box is selected.
Allocate X Business Days before Required Date	Yes	Yes	Leave 0 in this field if you want to allocate regardless of an order’s required date (which, if an order is entered with a required date 6 months in the future, the product will sit on the shelf reserved for that order for 6 months). If you only want to reserve this product for orders required within a certain number of business days, enter the number of business days. Business days are calculated based on how your business calendar is set up in Business Calendar Day Maintenance. Example You allocate inventory 10 days before the required date for Product A. You create an order for this product with the order date 01/05 and the required date 01/18. If sufficient inventory exists, it will be allocated for Product A on 01/05 because there are 9 business days between 01/05 and 01/18. The number of units allocated displays on the Items tab in Order Entry. This field is only enabled if you clear the Kit Item check box.
Backorder Release Priority	Yes	Yes	This grid displays the product's backorder release priority. A product that is on backorder can be assigned a backorder release priority hierarchy based on the order date, order class, order priority, or the required date of the order. Use the up and down arrow buttons to rearrange the backorder release priority. If the product is ordered and goes on backorder, its backorder release priority is used to determine the release of the backorder.
	Yes	Yes	Click this button to move the selected backorder release priority higher in the backorder release priority list.
	Yes	Yes	Click this button to move the selected backorder release priority lower in the backorder release priority list.
Allow Re-Allocation	Yes	Yes	Select this check box to permit the product to be reallocated to other sales orders. This is useful for a product where demand exceeds supply and you need to ration the product to multiple customers until there is enough available supply. For more information, see Order Allocation Management.
Hold Inventory for Backorders	Yes	Yes	Select this check box to hold inventory of the product for backorders before releasing inventory to new orders. Example If a product has 0 available, 100 on backorder, and you receive 120, only 20 become available for new orders if this check box is selected. If the check box is cleared, all 120 become immediately available for new orders and some backorders may end up not being released. This check box is automatically selected and disabled if you select the Non Stocked Item check box. Note If a product is discontinued, inventory is held for backorders even if this check box is cleared.
Only Release Backorders Manually	Yes	Yes	Select this check box to only allow backorders to be released in Product Backorder Allocate. If this check box is selected, batch and future inventory allocations cannot be used to release backorders for this product.
Restricted Allocation	Yes	Yes	Select this check box to automatically put all sales order line items for the product on backorder even if inventory is available. This ensures that allocation of the product is monitored.
Dimensional Basis	No	No	Enter the unit of measure (basis) for the height, width, and length on the Unit of Measure tab, or click the Lookup button to select a unit of measure.
Unit Gross Weight	No	No	Enter the gross unit weight (including packaging) and its weight basis (unit of measure) for the product in its stock unit of measure. You can also click the Lookup button to select the unit of measure. Units of measure are defined and maintained in Unit of Measure Maintenance. Example A 40 lb bag of dog food is 40 net lbs and 41 gross lbs.
Unit Net Weight	No	No	Enter the net unit weight (excluding packaging) and its weight basis (unit of measure) for the product in its stock unit of measure. Example A 40 lb bag of dog food is 40 net lbs and 41 gross lbs.
Volume	No	No	Enter the volume unit of measure for the product in its stock unit of measure. You can also click the Lookup button to select the unit of measure.
Single-single Line Carton Code	No	No	Enter the carton code associated with the product. This carton code contains the package dimension information required to pack a single base unit of measure of the product.
Density	No	No	Enter the density of the product. Density is the ratio of mass per volume. This field is informational only.
Density Mass Basis	No	No	Enter the unit of measure (basis) for the mass, or click the Lookup button to select a unit of measure.
Density Volume Basis	No	No	Enter the unit of measure (basis) for the volume, or click the Lookup button to select a unit of measure.
Hazard Code	Yes	No	Enter a hazard code if one is required for the product, or click the Lookup button to select a hazard code. Hazard codes are identification codes for products that have special handling, selling, or purchasing requirements (usually products for the chemical materials industry). Hazard codes are defined and maintained in Hazardous Material Maintenance.
Hazard Description	Yes	No	This field displays the description of the entered hazard code.
MSDS Number	No	No	Enter the Material Safety Data Sheet (MSDS) number for the product if the product is a hazardous chemical. The MSDS number corresponds to hazards of various chemicals. This field is informational only.

Locations Tab Fields and Buttons

Field or Button

Category Default

Location Field

Description

Locations of Product

This grid displays the locations from which and to which the product can be bought and sold. For more information on locations, see Sales Location / Shipping Location.

Select a location, and then click the Product Location button in the ribbon to display Product Location Maintenance, which allows you to view and edit detailed information for the selected product and location. You can also double-click a location in this grid to display Product Location Maintenance.

Note If you are not authorized to use Product Location Maintenance, Product Location Inquiry appears instead, and allows you to view detailed information for the selected product location.

Unit of Measure Tab Fields and Buttons

Field or Button	Category Default	Location Field	Description
Available Units of Measure	Yes	Yes	This grid displays available units of measure for the product. For each unit of measure, the unit of measure code, name, and description are displayed.
Show U/M	No	No	Click this button to display all available units of measure.
	No	No	Click this button to add the unit of measure selected in the Available Units of Measure grid to the Product Units of Measure grid.
	No	No	Click this button to add all the units of measure in the Available Units of Measure grid to the Product Units of Measure grid.
	No	No	Click this button to remove the selected unit of measure from the Product Units of Measure grid.
	No	No	Click this button to remove all units of measure from the Product Units of Measure grid.
Product Units of Measure	Yes	Yes	This grid displays the selected units of measure for the product. This grid can contain multiple units of measure, but only one unit of measure can be used as the default selling, purchasing, display, receipt, and web unit of measure. For definitions of all unit of measure columns, see Unit of Measure Fields FAQ.

Accounts Tab Fields and Buttons

Field or Button	Category Default	Location Field	Description
Sales	Yes	No	Enter a sales account to use for the product. General ledger account resolution can be assigned as category defaults in Product Category Maintenance that become the product's default. For more information, see General Ledger Account Resolution and General Ledger Resolution FAQ.
Sales Discount	Yes	No	Enter a sales discount account to use for the product. General ledger account resolution can be assigned as category defaults in Product Category Maintenance that become the product's default. For more information, see General Ledger Account Resolution and General Ledger Resolution FAQ.
Returns	Yes	No	Enter a returns account to use for the product. General ledger account resolution can be assigned as category defaults in Product Category Maintenance that become the product's default. For more information, see General Ledger Account Resolution and General Ledger Resolution FAQ.
Returns Discount	Yes	No	Enter a returns discount account to use for the product. General ledger account resolution can be assigned as category defaults in Product Category Maintenance that become the product's default. For more information, see General Ledger Account Resolution and General Ledger Resolution FAQ.
Drop Ship Sales	Yes	No	Enter a drop-ship sales account to use for the product. General ledger account resolution can be assigned as category defaults in Product Category Maintenance that become the product's default. For more information, see General Ledger Account Resolution and General Ledger Resolution FAQ.
Drop Ship Cost of Goods Sold	Yes	No	Enter a drop-ship cost of goods sold account to use for the product. General ledger account resolution can be assigned as category defaults in Product Category Maintenance that become the product's default. For more information, see General Ledger Account Resolution and General Ledger Resolution FAQ.
Drop Ship In Transit	Yes	No	Enter a drop-ship in transit account to use for the product. General ledger account resolution can be assigned as category defaults in Product Category Maintenance that become the product's default. For more information, see General Ledger Account Resolution and General Ledger Resolution FAQ.
Inventory	Yes	No	Enter an inventory account to use for the product. General ledger account resolution can be assigned as category defaults in Product Category Maintenance that become the product's default. For more information, see General Ledger Account Resolution and General Ledger Resolution FAQ.
Cost of Goods Sold	Yes	No	Enter a cost of goods sold account to use for the product. General ledger account resolution can be assigned as category defaults in Product Category Maintenance that become the product's default. For more information, see General Ledger Account Resolution and General Ledger Resolution FAQ.
Cost of Goods Sold Returned	Yes	No	Enter a cost of goods sold returned account to use for the product. General ledger account resolution can be assigned as category defaults in Product Category Maintenance that become the product's default. For more information, see General Ledger Account Resolution and General Ledger Resolution FAQ.
Returns Expense	Yes	No	Enter a returns expense account to use for the product. General ledger account resolution can be assigned as category defaults in Product Category Maintenance that become the product's default. For more information, see General Ledger Account Resolution and General Ledger Resolution FAQ.
Ship and Debit	Yes	No	Enter a ship and debit account to use for the product. General ledger account resolution can be assigned as category defaults in Product Category Maintenance that become the product's default. For more information, see General Ledger Account Resolution and General Ledger Resolution FAQ.
Ship and Debit Variance	Yes	No	Enter a ship and debit variance account to use for the product. General ledger account resolution can be assigned as category defaults in Product Category Maintenance that become the product's default. For more information, see General Ledger Account Resolution and General Ledger Resolution FAQ.
Bill and Hold Clearing	Yes	No	Enter a bill and hold clearing account to use for the product. General ledger account resolution can be assigned as category defaults in Product Category Maintenance that become the product's default. For more information, see General Ledger Account Resolution and General Ledger Resolution FAQ.
Bill and Hold Variance	Yes	No	Enter a bill and hold variance account to use for the product. General ledger account resolution can be assigned as category defaults in Product Category Maintenance that become the product's default. For more information, see General Ledger Account Resolution and General Ledger Resolution FAQ.
Transfer Sale	Yes	No	Enter a transfer sale account to use for the product. General ledger account resolution can be assigned as category defaults in Product Category Maintenance that become the product's default. For more information, see General Ledger Account Resolution and General Ledger Resolution FAQ.
In Transit	Yes	No	Enter an in transit account to use for the product. General ledger account resolution can be assigned as category defaults in Product Category Maintenance that become the product's default. For more information, see General Ledger Account Resolution and General Ledger Resolution FAQ.
Transfer Buy	Yes	No	Enter a transfer buy account to use for the product. General ledger account resolution can be assigned as category defaults in Product Category Maintenance that become the product's default. For more information, see General Ledger Account Resolution and General Ledger Resolution FAQ.
Transfer Expense	Yes	No	Enter a transfer expense account to use for the product. General ledger account resolution can be assigned as category defaults in Product Category Maintenance that become the product's default. For more information, see General Ledger Account Resolution and General Ledger Resolution FAQ.
Adjustments Expense	Yes	No	Enter an adjustments expense account to use for the product. General ledger account resolution can be assigned as category defaults in Product Category Maintenance that become the product's default. For more information, see General Ledger Account Resolution and General Ledger Resolution FAQ.
Standard Cost Variance	Yes	No	Enter a standard cost variance account to use for the product. General ledger account resolution can be assigned as category defaults in Product Category Maintenance that become the product's default. For more information, see General Ledger Account Resolution and General Ledger Resolution FAQ.
A/P Inventory Variance	Yes	No	Enter an accounts payable inventory variance account to use for the product. General ledger account resolution can be assigned as category defaults in Product Category Maintenance that become the product's default. For more information, see General Ledger Account Resolution and General Ledger Resolution FAQ.
Catch Weight Variance	Yes	No	Enter a cost weight variance account to use for the product. General ledger account resolution can be assigned as category defaults in Product Category Maintenance that become the product's default. For more information, see General Ledger Account Resolution and General Ledger Resolution FAQ.
Lot Expiration	Yes	No	Enter a lot expiration account to use for the product. General ledger account resolution can be assigned as category defaults in Product Category Maintenance that become the product's default. For more information, see General Ledger Account Resolution and General Ledger Resolution FAQ.
Elements	Yes	No	Click this button for any of the fields on this tab to display G/L Prompting, which allows you to enter a general ledger account by element.
Input VAT Clearing	Yes	No	Enter all or part of the input VAT clearing general ledger account to use when resolving the account from the product, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on input VAT clearing accounts, see VAT Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the product. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Input VAT	Yes	No	Enter all or part of the input VAT general ledger account to use when resolving the account from the product, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on input VAT accounts, see VAT Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the product. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Input VAT Write-off	Yes	No	Enter all or part of the input VAT write-off general ledger account to use when resolving the account from the product, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on input VAT write-off accounts, see VAT Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the product. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Input VAT Pending	Yes	No	Enter all or part of the input VAT pending general ledger account to use when resolving the account from the product, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on input VAT pending accounts, see VAT Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the product. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Output VAT	Yes	No	Enter all or part of the output VAT general ledger account to use when resolving the account from the product, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on output VAT accounts, see VAT Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the product. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Output VAT Variance	Yes	No	Enter all or part of the output VAT variance general ledger account to use when resolving the account from the product, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on output VAT variance accounts, see VAT Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the product. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Inventory	Yes	No	Enter all or part of the inventory general ledger account to use when resolving the account from the product, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on inventory accounts, see Manufacturing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the product. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Work in Process - Material	Yes	No	Enter all or part of the material work in process general ledger account to use when resolving the account from the product, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on material work in process accounts, see Manufacturing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the product. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Work in Process - Labor	Yes	No	Enter all or part of the labor work in process general ledger account to use when resolving the account from the product, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on labor work in process accounts, see Manufacturing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the product. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Work in Process - Overhead	Yes	No	Enter all or part of the overhead work in process general ledger account to use when resolving the account from the product, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on overhead work in process accounts, see Manufacturing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the product. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Work in Process - Outside Processing	Yes	No	Enter all or part of the outside processing work in process general ledger account to use when resolving the account from the product, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on outside processing work in process accounts, see Manufacturing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the product. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Absorbed - Labor	Yes	No	Enter all or part of the absorbed labor general ledger account to use when resolving the account from the product, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on absorbed labor accounts, see Manufacturing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the product. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Absorbed - Overhead	Yes	No	Enter all or part of the absorbed overhead general ledger account to use when resolving the account from the product, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on absorbed overhead accounts, see Manufacturing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the product. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Absorbed - Outside Processing	Yes	No	Enter all or part of the absorbed outside processing general ledger account to use when resolving the account from the product, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on absorbed outside processing accounts, see Manufacturing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the product. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Variance - Labor	Yes	No	Enter all or part of the variance labor general ledger account to use when resolving the account from the product, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on variance labor accounts, see Manufacturing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the product. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Variance - Overhead	Yes	No	Enter all or part of the variance overhead general ledger account to use when resolving the account from the product, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on variance overhead accounts, see Manufacturing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the product. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Variance - Outside Processing	Yes	No	Enter all or part of the variance outside processing general ledger account to use when resolving the account from the product, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on variance outside processing accounts, see Manufacturing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the product. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Scrap Expenses	Yes	No	Enter all or part of the scrap expenses general ledger account to use when resolving the account from the product, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on scrap expenses accounts, see Manufacturing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the product. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.

Other Information Tab Fields and Buttons

Field or Button

Category Default

Location Field

Description

User Defined 1-20

Enter additional information about the product in these 20 user-defined fields. To set up these fields, use User Defined Fields Maintenance.

These user-defined fields are divided into four sections of five fields. The label for each group can be set up in Purchasing Control Maintenance.

Note The Product User Defined 4 field is disabled if Beverage is selected in the Vertical field in System ID Maintenance, a placements incentive goal exists, and at least one invoice or credit memo exists for the product.

Catch Weights Tab Fields and Buttons

Field or Button	Category Default	Location Field	Description
This is a Catch Weight product	Yes	No	Select this check box if the product is a random weight. If you select this check box, the fields in the Sanities section allow you to define a range for the catch weight, and you can also use the other fields on the Catch Weights tab. If you select this check box, you must select the Lot or Serial check box on the Warehouse tab because catch weight products must be tracked by lot or serial number. Catch weight products cannot be service or kit products.
All	No	Yes	Select this check box to view catch weights for all receipt dates. This check box is only enabled if you select the This is a Catch Weight product check box.
From	No	Yes	Enter the first date in a range of receipt dates for which to view catch weights, or click the drop-down arrow to select a date. This field is only enabled if you clear the All check box.
To	No	Yes	Enter the last date in a range of receipt dates for which to view catch weights, or click the drop-down arrow to select a date. This field is only enabled if you clear the All check box.
Show Data	No	Yes	Click this button to display catch weights based on the selected receipt date range. This button is only enabled if the Catch Weight check box is selected on the Warehouse tab and the All check box is cleared.
Supplier	No	Yes	Enter a supplier code if you want to enter an estimated weight, or click the Lookup button to select a supplier code. This field is only enabled if you select the This is a Catch Weight product check box.
Est. Weight	No	Yes	Enter the estimated weight. This field is only enabled if you select the This is a Catch Weight product check box.
Weight U/M	No	Yes	This field displays the weight unit of measure.
	No	Yes	Click this button to add the weight to the Catch Weights grid. This button is only enabled if you select the This is a Catch Weight product check box.
Sanity Over Amount	Yes	No	Enter the acceptable maximum variance amount over the gross packaged weight for a catch weight product. Entering a variance amount prevents users from receiving or confirming pick demands for products with excessive weight. This field is only enabled if you select the This is a Catch Weight product check box.
Sanity Under Amount	Yes	No	Enter the acceptable maximum variance amount under the gross packaged weight for a catch weight product. You cannot receive or confirm pick demands for the product if the weight is over this variance amount. Entering a variance amount prevents users from receiving or confirming pick demands for products that are underweight. This field is only enabled if you select the This is a Catch Weight product check box.
Sanity Over Percent	Yes	No	Enter the acceptable maximum variance percentage over the gross packaged weight for a catch weight product. Entering a variance percentage prevents users from receiving or confirming pick demands for products with excessive weight. This field is only enabled if you select the This is a Catch Weight product check box.
Sanity Under Percent	Yes	No	Enter the acceptable maximum variance percentage under the gross packaged weight for a catch weight product. Entering a variance percentage prevents users from receiving or confirming pick demands for products that are underweight. This field is only enabled if you select the This is a Catch Weight product check box.
Catch Weights	No	Yes	This grid displays suppliers and the average weight per unit of measure for receipts in the selected range of dates. If you entered an estimated weight for a supplier, the difference between the actual and estimated weight is also displayed.
Total (Actual)	No	Yes	This field displays total actual weight.
Total (Estimated)	No	Yes	This field displays estimated total weight.
Total (Difference)	No	Yes	This field displays the difference between actual and estimated total weight.

VAT Tab Fields and Buttons

Field or Button	Category Default	Location Field	Description
Country	No	No	Enter a country code for which you want to enter VAT information for the product, or click the Lookup button to select a country. For information on setting up countries, see Country Maintenance.
VAT Class Code	No	No	Enter a VAT class code associated with the entered country for the product, or click the Lookup button to select a VAT class code. For information on setting up VAT class codes, see VAT Class Maintenance. This field is only enabled if the VAT Exempt check box is cleared.
VAT Exempt	Yes	Yes	Select this check box if the product is exempt from VAT for the entered country.
VAT Exempt Reason Code	No	No	Enter a VAT exempt reason code to explain why orders for the country are exempt from VAT, or click the Lookup button to select a VAT exempt reason code. For information on setting up VAT exempt reason codes, see VAT Exempt Reason Maintenance. This field is only enabled if the VAT Exempt check box is selected.
	No	No	Click this button to add the country-specific VAT information to the product.
	No	No	Click this button to remove the country-specific VAT information from the Selected VAT Class grid.
Selected VAT Class	Yes	Yes	This grid displays country-specific VAT classes and reasons for the product.

Lot Shipping Rules Tab Fields and Buttons

Field or Button	Category Default	Location Field	Description
All	No	Yes	Select this check box if you want to create a lot shipping rule for all customers. This check box is only enabled if the Transfer Orders check box is cleared.
Customer Code	No	Yes	Enter a customer code for which you want to create a lot shipping rule, or click the Lookup button to select a customer code. This field is only enabled if you clear the All check box.
Customer Name	No	Yes	Enter a customer name for which you want to create a lot shipping rule, or click the Lookup button to select a customer name. This field is only enabled if you clear the All check box.
Transfer Orders	No	Yes	Select this check box if you want to create a lot shipping rule for transfer orders.
Do Not Pick X Days Before Lot Expiration	No	Yes	Enter the number of days before the lot expiration date that picking for the product should not occur.
	No	Yes	Click this button to add the lot shipping rule to the product.
	No	Yes	Click this button to remove the lot shipping rule from the Lot Shipping Rules grid.
Lot Shipping Rules	No	Yes	This grid displays all lot shipping rules for the product. These rules may be overridden for product locations or specific lots.