Background: Enterprise Item Maintenance

Use Enterprise Item Maintenance (IM) to add, change or copy an item with settings that apply to all branches of the enterprise. See Road Map for work flow.

This program maintains information about an item, such as its item type, whether you make, buy, or kit it, whether the item is controlled, its stocking unit of measure, and product class. These are system-wide settings and used throughout your enterprise.

This topic has these subtopics:

Controlled Items

Item Delete

Order Code

 Item Copy

Bypass Code

 UPC/GTIN Codes

Order Code-Bypass Code Combinations

Audit Trail

Floor Stock Code

  

Controlled Items

You can track inventory by lot or serial number and/or by warehouse/bin location. You should choose the control settings carefully because this program does not allow you to change them after you complete the record.

However, you can use the Item Control Settings Maintenance (IFM) program to change these settings if the item's floor stock, obligated, or on order quantities are 0, on-hand quantity is not negative, or no manufacturing orders exist.

Controlled items cannot be workorderless.

Select

To

Serial

Assign a unique number to each individual unit. The number can never be repeated so that you can trace the location of that specific unit during manufacturing, in inventory, and when you ship it to a customer.

Lot

Assign a unique number to multiple items that were produced from the same raw materials, using the same manufacturing process. You can compute costs by lot, ship goods from the same lot to assure consistent quality, and trace quality problems to their source.

Whse/Bin loc

Track an item by its warehouse and bin location. A warehouse may be a separate facility or an area within your branch (for example, an aisle). You can receive items into specific warehouse/bin locations and can obligate them from a specific warehouse/bin location.

Order Code

The order code identifies an item as either a finished good item or a component on a bill of material entered with the Bill of Material Maintenance (MPS) or Configured Product Maintenance (MBM) program. The order code also determines the planning method. Order codes are defined as:

Code

Kind of item

Planning method

0

Finished good or master schedule inventory item

The Finished Goods Planning (MFP) program plans for these items.

1

Component

Orders are planned manually. The Material Requirements Planning (MRP) program does not plan orders for these items. However, the program performs planning calculations and produces an advisory report that the product planner can use to plan orders.

2

Component

The Material Requirements Planning (MRP) program plans orders based on the Lot size, Min order qty, and Max plan period fields in the item's record in the Branch Item Maintenance (IMB) program.

Select this code for an item to be on a vendor contract.

3

Service item

Service items are non-inventoried goods or services that carry a cost and price and can be added to sales orders (e.g., to charge for pallets used in shipping or service you perform); they can also be added to purchase orders for vendor fees or items that are not part of inventory. Service items cannot be manufactured, transferred, or used on bills of material. While they are not included in inventory movement or planning functions, service items allow the same posting controls as other inventory items.

Consignment?, Inspection?, Drop ship? and Workorderless? (maintained in Branch Item Maintenance) cannot be selected for service items.

See Order Code 3 below for more information.

4

Tool crib item

A tool can be stocked like a regular inventory item, but cannot be floor stock, consignment inventory, or lot-controlled. If you want to track usage of specific tools the control number field must be S (serialized).

The Wh/Bin control? field must active for tool crib items.

Order Code 3

When a service item is sold:

  • It is marked as a non-stock item on the sales order line file

  • The order number, date and booking quantity is updated in the item's history

When a service item is confirmed for shipment:

  • The sales amount, high/low price, cost of goods and quantity sold is updated in the item's history

When a service item is purchased:

  • It is treated as a non-stock item (but not marked as such on the PO line); the item's on order quantity is not updated

  • It is possible to set up a service item in Vendor Price Maintenance (VMM); if set up, it is used when a PO line for the vendor and item is entered

  • The last PO number and purchase date are updated and purchased quantity and cost are accumulated in the item's history

When a service item is received:

  • There is no impact to inventory on hand

  • Service items are not sent to inspection

  • The PO line is closed and can be invoiced

  • If receiving using RF applications, service items may be automatically received, or the user may be prompted to receive the item (see System Options Maintenance - RF Program Options)

Bypass Code

The bypass code identifies an item's function in a standard or configured product bill of material. Product structure processing, forecasting, master scheduling, and planning programs use bypass codes. Bypass codes are defined as:

Code

Identifies an item as

Description

0

Finished good, Manual planned item, or MRP dependent item

An item that is a parent or component of a standard bill of material created with the Bill of Material Maintenance (MPS) program.

Select this code for an item to be on a vendor contract.

1

Phantom

A phantom (blowthrough or bypass) is a way to identify a group of items that are used together in building products. Phantom items are used only in standard bills of material created with the Bill of Material Maintenance (MPS) program.

Typically, a phantom is not stocked, however you can create a manufacturing order and stock the item if you select the Allow stocking of phantoms? option in the System Options Maintenance (XM) program (Inventory Control Options).

Nested Phantoms
If a phantom item is a direct component of another phantom item, it is called a nested phantom. You can have a maximum of fifteen nested phantoms. If you use more, the system may stop processing and display a warning message.

Pseudo

A pseudo typically has numerous, logically grouped components. Pseudos are used only in configured product bills of material created with the Configured Product Maintenance (MBM) program. Pseudos provide a short cut for selecting components in sales order processing programs.

2

Configured product

A configured product (with variable options and accessories) is assembled to a customer's specifications. A configured product is the parent item for a bill of material created in the Configured Product Maintenance (MBM) program.

If you want to manufacture the item select M Make for the Make/Buy/Kit field; if you want to deliver unassembled components as a kit select K Kit.

3

Prompt

A prompt is not a physical item. For a configured product it allows a customer or order entry operator to choose options.

Enter the text of the prompt in the Description field. This text will be displayed during order entry as a guide to the available options. For example, if a customer has a choice of colors for this item, the prompt for the color might be Color: Red, Green or Blue?

4

Family

A family provide a means of grouping sets of like items for purposes of forecasting. Family forecasting is a convenience for forecasting the independent demand of finished goods, configured products, and MRP dependent items.

Use the Configured Product Maintenance (MBM) program to create a family bill of material.

Order Code-Bypass Code Combinations

Order and bypass codes determine whether you can use an item in a standard bill of material or a bill of material for a configured product.

Standard Bill of Material

You can use these combinations of order and bypass codes for standard product structures entered with the Bill of Material Maintenance (MPS) program.

Order
code

Bypass
code

Description

0

0

Finished good

1

0

Manual planned item

2

0

MRP dependent item

2

1

Phantom

Configured Product Bill of Material

You can use these combinations of order codes and bypass codes for a bill of material entered with the Configured Product Maintenance (MBM) program.

Order
code

Bypass
code

Description

0

1

Pseudo

0

2

Configured product

0

3

Prompt

0

4

Family

Floor Stock Code

Code

Definition

Description

0

Non floor stock

A non-manufacturing branch can only be 0.
A manufacturing branch can be of 0 or 1.

1

Floor stock

An item with a floor stock code of 1:

  • Cannot be controlled

  • Can be sold – but it is obligated and shipped from the on-hand quantity

  • Can be either a parent or a component item on a standard bill-of-material

  • Can only be a component item on a configured product bill-of-material

  • Updates the inventory floor stock quantity when received on a purchase or manufacturing order

Item Delete

You cannot delete an item if:

  • A record exists for the item in any of the following files:

    • Configured product routing RTGA

    • Vendor item V1A

    • Planned order MP1

    • Mfg order MP2

    • Mfg comp xref MP9X

    • Sales/consumption 05

    • Physical inv cycle I9A

    • Customer item xref C1IX

    • Repetitive billing item C3I

    • Item price xref I1PX

    • Project item xref PI1AEX

  • A branch record exists for the item. If so, you must first delete the branch item with the Branch Item Maintenance (IMB) program.

  • A routing exists for item.

  • The quantity for any inventory category (on-hand, floor stock, on order, intransit, committed, obligated, and available) is greater than 0. Run the Inventory Status Inquiry (ISQ) program to determine whether quantities exist.

  • Material history transactions exist for the item. Run the Material History Inquiry (MHI) program to determine whether transactions exist.

Item Copy

You can copy an existing item to create a new item. When you click Copy item, the program prompts Item copy mode; copy notes also?. If you click yes, a list of note types displays for selection:

  • Inventory

  • Sales order

  • Requisition

  • Purchase order

  • Manufacturing

  • Branch transfer

  • Sales quotes

After the prompt to select notes, the program copies all fields into the new record except:

  • Last CP RRL

The program resets these fields in the new record:

  • Low level code to 1

  • Item status to 0 (Active)

The system can at the same time copy the item's branch and cost records. To do this, you must select the Copy branch record during item copy?, Copy forecast/plng fields during copy?, and Copy item costs during item copy? options in the System Options Maintenance (XM) program (Inventory Control Options).

If you select the Copy branch record during item copy? option, the program copies the manufacturing branch for your login branch. This is the branch in the Mfg branch field in the Branch Maintenance (TBM) program for the branch selected in the Logon branch field in the User Maintenance (UIM) program for your user ID. The user's inventory group must also include the manufacturing branch for the copy to be completed.

If you

The system

Only select Copy branch record during item copy?

Does not copy these branch record fields to the new branch record:

Current RRL
Current ECL
Planning period
Commission class

Clears these fields in the new branch record:

Auto planning?
Excl past due?
Excl from plan?
Update in MFU?

Sets these fields to 0:

Item status
Mfg LT
Order prep LT
Intransit LT
Put-away LT
Accum LT
Safety stock
Min order qty
Lot size
Max plan period
Ext fcst by mo
Spread forecast
Accum demand
New forecast
Qty reserved
Qty short
Scrap %
MAD
Trip signal

Creates a cost record in the Item Cost Maintenance (ICM) program for the new branch but sets numeric fields to 0 and non-numeric fields to blank.

Also select Copy forecast/plng fields during copy?

Copies all branch records fields except:

Current RRL
Current ECL
Commission class

Sets these fields to 0:

Item status
Accum demand
Qty reserved
Qty short

Also select Copy item costs in enterprise item copy?

Sets all fields in the Item Cost Maintenance (ICM) record, except these fields are set to 0 in the new branch record:

Average cost
Actual cost

UPC/GTIN Codes

Universal/Uniform Product Codes or Global Trade Global Trade Identification Numbers can be system-generated. Use the UPC Code (TUPCM) program to set up code parameters for your manufacturing branch.

Click the UPC gen button to generate the UPC/GTIN code. The program displays the number and gives you the option to OK or cancel. If you are changing an existing code, clear the UPC/GTIN field before generating a new code.

The program insures that the code is not used for another item and that the code is not an item number. You can enhance the number validation if you select the Activate UPC validation? option in the System Options Maintenance (XM) Inventory Control Options program. The program validates that the code is 12 digits and checks that the 12th position digit is sequentially correct. The number is generated using your login manufacturing branch, the 6-digit prefix entered in the UPC Codes (TUPCM) program, and the system appends the 5-digit sequential number to calculate the correct code.

Audit Trail

To activate an audit trail, select one of the files listed below in the Audit Trail Maintenance (XAT) program. The system records all transactions. You can then run the Audit Trails (ATR) program and select that file to print a report of these transactions.

  • I1AE: Enterprise Inventory Master File