ALTUM

Item details window on WM- document

An new item is added to a WM- document by clicking on the button [Add] in the Elements button group. Clicking on that button opens the item details window.

Tab General

Tab General contains the basic information about the selected merchandise/set. The most important are: code, quantity, subtotal price and currency which was retrieved from the price list of the selected item.

Figure 202 Tab General in the item details window on WM-.

The whole tab is divided into four panels which contain the following information:

1.       Item code and name and additional information – Merchandise/Set

2.       Item quantity, unit of measure, and subtotal value – Calculation

3.       Sold subitems – Subitems

4.       Available resources and lots – Lots / Resources

Merchandise/Set

In this panel, you can find the following:

Merchandise/Set – clicking on this button opens the list of items. An item is selected from the list of all active items defined in the Items directory. An item can be also selected by entering the item code and pressing the Enter key, but in this case, the knowledge of item codes is necessary.The name of the selected item appears in the field next to the code field.

Description – field for entering additional information. A description can be composed of any sequence of characters

Calculation

Figure 203 Calculation panel in item details window on WM-.

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.