IM0101 Inventory Management Item File Maintenance 4

Entry Field Descriptions

Base Data - First Screen

 

Name

Type and Description

1.      Item No

15 alphanumeric characters.

Enter the item number, which will be used to identify the item.  This item number can contain alphanumeric characters, and/or numeric digits, depending on how you wish to utilize it.

Enter an item number of Default‑Item that can be used as a temporary default loading item.  If this item is a valid item on file, the system will prompt you to press a function key to default the rest of the fields of the new item being entered to those of the default item. Using this feature will substantially reduce initial item loading time for new items.  After the Item File has been loaded, the default item should be deleted.  

In change or delete mode, pressing the F7 key here will allow you to search by item number or pressing the F8 key here will allow you to search by item description.

2.      Description

Two lines of 30 alphanumeric characters each.

Enter the description of the item.

In many applications, the programs allow you to look up an item by way of entering some portion of its description, instead of the item number.  For this reason, you should enter the description with the most meaningful portion of the description first.  For example, it would be better to enter 50 gallons of white paint as paint, white, 50 gallons so that the operator could enter paint, white and have the program find every item whose description begins with those characters.  This will also cause similar items to print to­gether in the Alphabetical Inventory Item List.

3.      Prod Category

3 alphanumeric characters.

Enter the item's product category.  It is up to you to define the Product Category codes in Product Category File Maintenance application.

If the default item has been entered, press the F1 key to default the rest of the non‑entered fields of the item to those of the default item.

Prod Category  (continued)

If an entry is made here it will be validated against the Product Category File.

Press the F7 key to search for product category.

4.      User Def Code

2 alphanumeric characters.

You can utilize this code for any purpose you choose.  It is not used currently in any of the programs either in Inventory Management or in the other manufacturing packages.

5.      Def Or Mfg Loc

2 alphanumeric characters.

Enter the two‑character code, which designates the location where the item is manufactured, or the default stocking location.

In change mode, you will not be allowed to change this to a location, which is already on file for this item in the Inventory Location File.

Press the F7 key to search for location.

Defaults to location defined in I/M Setup.

6.      Activity Code

1 alphanumeric character.

This field can have one of these values:

A      =   Active

F      =   Forecasted

O      =   Obsolete

P      =   Planning

An active item is one currently in use, or being sold to customers.  A forecasted item is one, which is forecasted to be active in the near future.  An obsolete item is one, which is no longer a standard part, though there may still be a supply of the item on‑hand, which can be sold or used in manufacturing processes.  A planning item allows you to enter forecasted product lines for analysis purposes.  In the Inventory Management package, this is mainly an informational field, although it is used in other of the manufacturing packages.

The field defaults to A, or Active.

7.      Purch Or Mfg ?

1 alphanumeric character.

This field designates whether the item is purchased or manufactured.

P      =   Purchased

M      =   Manufactured

I       =   Spare Parts

An I entered here will only be used by Elliott's Operator 10 Maintenance Management software package.

The default is P, or Purchased.

8.      Stocked Flag

Y or N.

If an item is stocked, the user plans to keep it on the shelf, in ready‑to‑use form, either for sales to customers or for use in the manufacturing facility.

If an item is not stocked, it is never kept on the shelf, although its components may be stocked.  The item is manufactured or assembled to customer order, or when needed during the manufacturing process, and so is not kept on the shelf itself.

The default is Y.

9.      Controlled Flag

Y or N.

If an item is controlled, it is allocated when customer or shop orders are issued for it and deallocated when the order is shipped or the materials are issued to the shop.  This allocation and deallocation does not occur for a non‑controlled item.

The default is Y.

10.    Substitute Item

15 alphanumeric characters.

Enter the substitute item for the item. In Customer Order Processing, if substitute items are allowed then a function key can be pressed to use the substitute item.  If the substitute item is out of stock or not acceptable then the function key may be pressed again to use this item's substitute item.  Using this linked method, multiple substitute items may be looked up. 

Press the F7 key to search by item number, or the F8 key to search by item description.

11.    Stocking U Of M               

2 alphanumeric characters.

This is the unit of measure when stocking the item.  Some examples of this might be each, gallon, case, etc.

Default is EA, or each.

12.    Purchased U Of M 

2 alphanumeric characters.

This is the unit of measure in which the item is purchased from its vendor.  This may be different from the unit of measure in which you sell the item to your customers. This field defaults to the stocking unit of measure.

13.    Pur To Stk Ratio

7 numeric digits with 3 decimal places (9,999.999).

This is the ratio between the purchase unit of measure and the unit of measure you use for stocking the item.  For example, you may purchase the item by the case, and each case may contain 50 of the item.  But you may want to keep a record of how many units of the item are on‑hand, rather than how many cases are on‑hand.  In this case, the purchase to inventory ratio would be 50.  This field defaults to 1.000.

14.    Selling U Of M

2 alphanumeric characters.

This is the unit of measure when selling the item.  Some examples of this might be each, gallon, case, etc.  This field defaults to the stocking unit of measure.

15.    Sel To Stk Ratio

7 numeric digits with 3 decimal places (9,999.999).

This is the ratio between the stocking unit of measure and the selling unit of measure.  An example of this might be if the stocking UOM is each and the selling UOM is case then the sell to stock ratio would be 24 (assuming a case contains 24). This field defaults to 1.000.

16.    Selling Price

10 numeric digits with 4 decimal places and an optional minus sign  (999,999.9999‑).

This is the price charged for the item.  In the Customer Order Processing package, this price may be modified by price breaks, but this is the basic price of the item.

17.    Backorderable ?

Y or N.

This field designates whether or not the item can be backordered.

When a customer orders the item and there is none in inventory to fill the order, one of two conditions may be true.  Either 1) the item has been ordered and can be shipped to the customer when it arrives, or 2) no further supplies of the item on hold until the receipt of an additional supply is called backordering the item.  If more of the item can be ordered to meet an out of stock situation, the item is backorderable.  If no more can be obtained, the item is not backorderable.

If the default item has been entered, press the F1 key to default the rest of the non‑entered fields of the item to those of the default item.  The default answer to this question is Y.

18.    Taxable ?

Y or N.

Is the item taxable or not?  The default answer to this question is Y.

19.    Bin No/Pick Seq

8 alphanumeric characters.

This is the number of the warehouse bin where the item is stored.  When a list is prepared for the warehouse people to use in pulling items from stock, the list is printed in order by this picking sequence or Bin Location code.

20.    Qty On Hand

A standard quantity format with an optional minus sign.

This is the actual quantity of the item, which is currently in stock.

This quantity is increased by the recording of receivings transactions, and decreased by the filling of customer orders for the item or by issuing a quantity of the item to the company's manufacturing facility.

21.    Qty Allocated

A standard quantity format with an optional minus sign.

This is the quantity of the item, which has already been allocated to meet customer orders or to meet the projected needs of the manufacturing plant.  When the customer orders are actually shipped, or the plant requirements are satisfied by removing stock from inventory, this quantity decreases by the amount removed or shipped.

22.    Qty Backorder

A standard quantity format with an optional minus sign.

This is the quantity of the item, which has already been backordered to meet customer orders or to meet the projected needs of the manufacturing plant.  When the customer's backorder is actually filled, this quantity decreases by the amount filled.

23.    Qty On Order

A standard quantity format with optional minus sign.

This is the quantity of the item, which is currently on order.  This quantity is increased when purchase orders for the item are processed, and decreased when orders for the item are received into stock.

24.    Average Cost

10 numeric digits with 4 decimal places and an optional minus sign (999,999.9999‑).

This is the average cost per unit of this item, which is currently in stock.  This is a moving average, which is recalculated whenever a new supply of the item is received.

25.    Last Cost

10 numeric digits with 4 decimal places and an optional minus sign (999,999.9999‑).

This is the cost of the item the last time it was purchased.  This field is updated every time a new supply of the item is received into stock.

26.    Standard Cost

10 numeric digits with 4 decimal places and an optional minus sign (999,999.9999‑).

This is the standard cost of the item. This field is not updated every time a new supply of the item is received into stock. This field must be updated manually by the user.

27.    Date Last Sold

A standard date format.

Defaults to the system date.  This is the last date that any of this item has been sold.

28.    Qty Last Sold

A standard quantity accumulator format with an optional minus sign.

This is the quantity of this item sold on the last order.

29.    Ptd Qty Sold

A standard quantity accumulator format with an optional minus sign.

This is the quantity of the item, which has been sold so far this period.  This field is updated after the invoicing of orders in the Customer Order Processing package.

30.    Ptd Sales Amt

11 numeric digits with 2 decimal places and an optional minus sign  (999,999,999.99‑).

This is the dollar amount of sales of this item so far this period.  This field is updated after the invoicing of orders in the Customer Order Processing package.

31.    Ptd Cost Amt

11 numeric digits with 2 decimal places and an optional minus sign  (999,999,999.99‑).

This is the dollar amount of the cost of the quantity of this item, which has been sold so far this period.  This field is updated after the invoicing of orders in the Customer Order Processing package.

32.    Ytd Qty Sold

A standard quantity accumulator format with an optional minus sign.

This is the quantity of the item, which has been sold so far this period.  Refer to the above field, Qty Sold PTD.

33.    Ytd Sales Amt

11 numeric digits with 2 decimal places and an optional minus sign  (999,999,999.99‑).

This is the dollar amount of sales of this item so far this year.

34.    Ytd Cost Amt

11 numeric digits with 2 decimal places and an optional minus sign (999,999,999.99‑).

This is the dollar amount of the cost of the quantity of this item, which has been sold so far this year.

35.    Ytd Qty Ret'd

A standard quantity accumulator format with an optional minus sign.

This is the quantity of the item, which has been returned to stock this year.  This field is updated after the invoicing of orders in the Customer Order Processing package.

Several of the above fields cannot ordinarily be changed in change mode on Item File.  These fields are updated by the posting of transactions to the Inventory Item File either from the Inventory Management package or from one of the other manufacturing packages.

These fields are:

Qty On‑Hand            Qty Allocated

Qty Backordered       Average Cost

Price                        Usage PTD     

Usage YTD               Usage Last Year

Qty Sold PTD           Qty Sold YTD

Sales PTD                Sales YTD

Sales Last Year         Cost PTD

Cost YTD                 Qty Ret'd YTD

If there is really a need to change any of these fields due to some sort of posting error, press F6 when the Field Number ? question is displayed in change mode.  You will then be allowed to change these fields. This option is only valid if the Change Protected Fields question in I/M Setup is set to Y.

36.    Sales Last Yr

11 numeric digits with 2 decimal places and an optional minus sign  (999,999,999.99‑).

This is the dollar amount of sales of this item last year.

 

Inventory Management

  1. Long-Term vs. Short-Term Inventory Quantity Available and Inventory with Time Line
  2. Introduction to Available to Promise (ATP)
  3. Inventory Aging Report by Location Sequence Produces Different Result Than by Other Sequence
  4. Inventory Aging Report Shows Different Age Between Single and All Locations
  5. Multiple Users Entering Physical Count Tag at the Same Time Issue
  6. Expand Item Description 1 and 2 Character Limit
  7. How Different is an IM Kit from a BOMP Kit?
  8. Explanation on Component Availability Inquiry
  9. How Is Shortcut Item Different from Kit Item?
  10. No Privilege to View Location History
  11. How to Calculate EOQ (Economic Order Quantity)
  12. Item Quantity Allocation Is Incorrect
  13. Reorder Advice Custom CSV Export Shows Zero Items
  14. Elliott Physical Count Processing
  15. Feature - Add-On Item Drill Down From Item Search
  16. Feature - Utility to Reset Item PTD Fields from Location History
  17. Feature - Inventory Snapshot
  18. Feature - ATP Regen to Consider Order Multiple and Economic Order Qty
  19. Feature - Item Master Activity Sub-Code
  20. Feature - Add Support for the Update of “Mostly Mfg Flag” in Change Existing Item Import
  21. Feature - Auto Delete BOMP Product Structure When Item Obsolete
  22. Feature - Item Linkage Report/Processing
  23. Feature - Added the Ability to Organize Product Categories by a New Product Category Group
  24. Procedure to Correct Bad Serial Number with Special Symbol
  25. Feature - Additional SY12MONS Updates
  26. Feature - Additional Activity Codes for Item Linkage CSV Report and Item Linkage Processing
  27. Feature - Item Number Wild Card Support for Starting Item Number
  28. Feature - Obsolete Kit Parent When First Component is Obsolete
  29. Feature - Show Items with Qty Variance on Tag Variance Reports
  30. IM01S3 Inventory Management Iten Audit Trail Report
  31. IM04S2 Inventory Management Inventory Transaction Audit Report
  32. IM02S2 Inventory Management Inventory Location Audit Trail Report
  33. IM03S1 Inventory Management Usage Exception Reports
  34. IM06SCN Inventory Management Stock Status Report
  35. IM08S1 Inventory Management Print Cycle Count Worksheet
  36. IM14S1 Inventory Management Item History Report
  37. IM19S1 Inventory Management Serial/Lot Stock Status Report
  38. IM19S2 Inventory Management Serial/Lot Issue History Report
  39. IM20S1 Inventory Management I/M Distribution to G/L Report
  40. IM26SCN Inventory Management Frozen Stock Status Report
  41. IM30S1 Inventory Management Kit Where-Used Report
  42. IM31S1 Create Unreleased POs by Vendor
  43. IM32S1 Inventory Management Kit Gross Requirements Report
  44. IM0201 Inventory Management Location Control File Maintenance
  45. IM0405 Inventory Management Available To Promise Inquiry
  46. IM0500 Inventory Management Stock Status Inquiry
  47. IM0500Q Inventory Management Stock Status Inquiry
  48. IM0700 Inventory Management ABC Analysis Reports
  49. IM0900 Inventory Management Reordering Advice Reports
  50. IM1000 Inventory Management Physical Count Processing
  51. Feature - Utility to Reset Item PTD/YTD Fields from Location History
  52. IM1100 Inventory Management Utilities Setup
  53. IM1201 Inventory Management Location File Maintenance
  54. IM1300 Inventory Management Recalculate Reorder Fields
  55. IM1400 Inventory Management Clear Item Accumulators
  56. IM1501 Inventory Management Product Category File Maintenance
  57. IM1601 Inventory Management Material Cost Type File Maintenance
  58. IM1701 Inventory Management Material Cost Type/Loc File Maintenance
  59. IM1801 Inventory Management Buyer/Analyst Code File Maintenance
  60. IM1901 Inventory Management Initialize Lifo/Fifo File
  61. IM1902 Inventory Management Adjust Item File to Lifo/Fifo
  62. IM1903 Inventory Management Serial/Lot Processing/Multi-bin Utilities
  63. IM1904 Inventory Management Serial/Lot Stock Status Inquiry
  64. Feature - Add Additional Record Types to Reorder Advise User-Defined CSV Export
  65. IM2500 Inventory Management Reset Allocated Quantities
  66. IM2700 Inventory Management Set Trx Audit File Beginning Balances
  67. IM2800 Inventory Management Freeze Inventory
  68. IM2900 Inventory Management Kit File Maintenance
  69. IM3301 Inventory Management Job Code File Maintenance
  70. IM3400 Inventory Management Job Analysis Report
  71. IMACTMNT Inventory Management I/M Account File Maintenance
  72. IMAGESCN Inventory Management Inventory Aging Report
  73. IMATPGSN Inventory Management Generate ATP File
  74. IMATPRSN Inventory Management Available to Promise Report
  75. IMBININV Inventory Management Bin Inventory File Maintenance
  76. IMBINMNT Inventory Management Bin File Maintenance
  77. IMBINTRN Inventory Management Inventory Transfer Processing
  78. IMCHGBIN Inventory Management Change Bin No/Pick Seq
  79. IMEXPTSN Inventory Management Export Item for Take an Order
  80. IMFRMMNT Inventory Management Item Label Form Setup
  81. IMGENMNU Inventory Management Generate Location History
  82. IMIMSITM Inventory Management Item Import Utility
  83. IMITMUDS Inventory Management Item User-Defined Fields Import Utility
  84. IMSUBMNT Inventory Management Substitute Item Class File Maintenance
  85. IMUSRMNT Inventory Management User-Defined Code File Maintenance
  86. IMVESMNT Inventory Management Vessel File Maintenance
  87. IMVLSMNT Inventory Management I/M Serial/Lot History File Maintenance
  88. Feature - Expanded Selection Parameters for Reorder Advise User Defined CSV Export
  89. Change - Update Both Kit Parent and Components Usage
  90. Feature - Create Price Code 1 from Item Minimum Price Utility
  91. Change - Available to Promise by Item Report - Add Item Description 2
  92. Feature - Support AR (Attribute) Type in Reorder Advise User Defined CSV Export
  93. Can System Default Item User-Defined Code?
  94. Feature - Item Label Printing Enhancements
  95. Feature - Ability to Initialize Character Fields During Change Existing Item Import
  96. Understanding Status Code at Inventory Transfer Dispatch Screen
  97. Feature - Support GTIN Based on Two Different UPC Codes
  98. Feature - Update Estimated Date/Time When Printing Transfer Tickets
  99. Feature - Allow Physical Count Tag Import Without Serial Number
  100. Feature - Delete Kit Components When Item Activity Code is Set to 'O'
  101. Feature - New QTYAVAILBYCOMP Attribute Fields
  102. Feature - Allow GTIN Maintenance in I/M Change Bin No/Pick Seq Processing
  103. Feature - Improvements to Reorder Advise Reports
  104. What Is the Difference Between INV_TRX_UN_COST and INV_TRX_NEW_AVG_COST in IMINVTRX Table?
  105. Feature - Added a Function "Create Inventory Trx CSV Import"
  106. Feature - Added Support to “Create I/M Trx CSV Import” for Kit Items
  107. Feature - Improvements to QTYAVAILBYCOMP and QTYAVAILBYCOMP2 Attributes
  108. Feature - Add Desc2 Column to Item Linkage CSV Report
  109. Feature - Numeric Item List Changes
  110. Feature - Added 1C and LD Column Types to Reordering Advise User Defined CSV Export
  111. What's the Difference Between Lead Time & Planning Lead Time?
  112. Explanation of ATP LP Type - Negative Sign (-) vs (*) Symbols
  113. IM0000 Inventory Management Package Overview 7
  114. IM0000 Inventory Management Package Overview 1
  115. IM0000 Inventory Management Package Overview 2
  116. IM0000 Inventory Management Package Overview 3
  117. IM0000 Inventory Management Package Overview 4
  118. IM0000 Inventory Management Package Overview 6
  119. IM0000 Inventory Management Package Overview 5
  120. IM0000 Inventory Management Package Overview 8
  121. IM0000 Inventory Management Package Overview: Index
  122. IM0101 Inventory Management Item File Maintenance 1
  123. IM0101 Inventory Management Item File Maintenance 2
  124. IM0101 Inventory Management Item File Maintenance 3
  125. IM0101 Inventory Management Item File Maintenance 4
  126. IM0101 Inventory Management Item File Maintenance 5
  127. IM0101 Inventory Management Item File Maintenance 6
  128. IM0101 Inventory Management Item File Maintenance 7
  129. IM0101 Inventory Management Item File Maintenance 8
  130. IM0101 Inventory Management Item File Maintenance: Index
  131. IM2400 Inventory Management Inventory Transaction Processing 1
  132. IM2400 Inventory Management Inventory Transaction Processing 2
  133. IM2400 Inventory Management Inventory Transaction Processing 3
  134. IM2400 Inventory Management Inventory Transaction Processing 4
  135. IM2400 Inventory Management Inventory Transaction Processing 5
  136. IM2400 Inventory Management Inventory Transaction Processing 6
  137. IM2400 Inventory Management Inventory Transaction Processing 7
  138. IM2400 Inventory Management Inventory Transaction Processing: Index
  139. How to Run Inventory Stock Status Report for a Certain Date
  140. Feature - Transition to Obsolete
  141. Item Last Received Date Not Updated When Received from I/M Transaction Processing
  142. Feature - Zero Item Weight When Using F3 to Copy Item
  143. Feature - Initialize User-Defined Note, Date and Amount Fields When Using F3 to Copy Item
  144. What Information Is Stored in the Location History (IMLOCHST) Table?
  145. Feature - Prevent Excel from Dropping Leading Zeroes in CSV Item Number Field

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