ALTUM

Item details window on IR- document

Adding a new element is possible after clicking [Add] or [Add through Form] in Elements button group – it will cause item form to open.

Tab General

Tab General contains basic information about a given item. The most important are: code, quantity, price and currency in which this item was retrieved from price list.

Figure 194 Tab General in item details window on IR-.

The whole tab is divided into several panels containing following information:

1.       About item, its name, code, field for additional information – Merchandise/Service/Set

2.       About quantity, unit, price and discounts – Calculation

3.       About the subitems being sold – Subitems

4.       About the available resources and lots  – Lots and Resources

At the very top of the Item Details window, there is the following information provided:

Precision – number of decimal places in the price values presented in the calculation panel. Value displayed in this field is retrieved from the sales order definition. The value set on the form of this document type is suggested, by default.

Control: quantity * price = value – if this parameter is checked, it will be possible to enter only such value which can be calculated as a product of quantity and price

Merchandise/Service/Set

Item  – a merchandise should be selected from the list of all active items, defined in Items directory. List of items can be displayed by clicking button . Item can be also selected by entering its code into field next to [Item] button and clicking “Enter”. The second way requires knowledge of codes. The field next to code displays name of selected item.

Description – field for entering additional remarks which can be composed of any sequence of characters

Calculation

Quantity – defines the quantity of item which will be released. The lot from which a given item must be collected is not selected here. The lot is retrieved automatically according to the settings of the queue of collecting resources which are determined in configuration or on the item form. However, this does not mean that the user does not affect the selection of the lot from which a given resource must be collected. The lot can be selected in the Lots and Resources panel by clicking on it with the left mouse button, specifying the quantity in the Quantity combo box and trasferring the selected lot by clicking on the arrow button [Add].

Next to the quantity field, there is the field with the unit symbol. The unit which is automatically displayed in this field is the basic unit that is assigned to the selected item and to a given document type. This unit can be changed to additional unit defined on the item form. The units are defined in the Units of Measure directory (see: Configuration -> Units of Measure). After changing the unit, the subitems are removed and the prices are recalculated. Quantity and prices are calculated according to the conversion rate of the additional unit to the basic unit.

Subtotal Value – subtotal value of item in the system currency. The symbol of the system currency appears in the field aside

Subitems

Information provided in this panel is the following:

No. – ordinal number of subitem

Warehouse – warehouse from which the resources are collected

Delivery Date – item delivery date

Document – number of the document on the basis of which the item was received to a warehouse, e.g. purchase invoice number

Quantity

Purchase Value – value of subitems (which must be sold) in purchase price in the system currency

Acquisition Value – value of subitems in acquisition price in the system currency

The quantity of resources transferred from a warehouse to a document can be decreased in the Subitems panel. The quantity is decreased by selecting a proper subitem with the left mouse button, specifying the quantity in the quantity combo box and clicking on the downwards arrow button . 

Lots /Resources

After selecting an item which is available in stock, the item code and name will appear in the Mearchandise/Service/Set panel  along with other information provided in the Lots/Resources panle. If the selected item is not in stock, the Lots /Resources panel will remain empty.

The quantity of the selected item which must be released from the selected warehouse can be specified either in the Calculation panel or in the Lots/Resources panel. This allows the user to choose a particular lot from which the item must be released. The quantity is specified upon selecting a proper lot with the left mouse button and entering the quantity value manually or with the use of the arrows  available by the quantity field below the downwards arrow button . Clicking on the button  transfers the specified quantity of the  selected item to the list of subitems. To decrease the specified quantity of the subitems, after selcting a proper subitem with the left mouse button, specifying the quantity and clicking on the downwards arrow button . By specifying the quantity directly in the Calculation panel, it is possible to select a lot from which a given item must be released. The stock level of the released item will decrease according to the rules of collecting resources (FIFO or LIFO) specified on the item form in tab Resources and Lots or according to the settings determined in the trade component configuration if the resources collection queue was not specified.

Information provided in this panel is the following:

Warehouse – defines warehouse in which a given lot is present

Next columns contain features assigned to a given item and their number differs depending on number of features affecting the lot, e.g. color, country of origin.

Quantity – quantity factually available for sale (considering reservations) in auxiliary unit after calculation according to conversion rate defined in item form (see: Main -> Items directory)

Quantity in Basic Unit – quantity factually available for sale (considering reservations) in basic unit

Unit Price – price of one unit of item factually available in a warehouse

Purchase Value – purchase value of a physically stored merchandise unit (quantity + unit price)

Acquisition Value – merchandise acquisition value

In the Subitems panel, there is no information about quantity in basic unit nor about unit price. However, there is following additional information:

After checking the parameter Show resources, the following information appears:

Delivery Date – item date of delivery

Document – number of document with which item was accepted to a warehouse, e.g. purchase invoice number

Tab Attributes

Details about how to assign an attribute values to an object can be found in the manual Comarch ALTUM Configuration, in chapter Assigning attribute value to an object instance.