Item-site

Item-site data is data that is specific to an item at a nominated site. You might use one site for production and another for storage; you might keep safety stock at one site but not at another; costs might be higher at one site than another; you have site-specific data for an item even though you are only based at one site.

You add and maintain item-site details in the Sites tab on the Item page or on this page. As you use the Item page to enter characteristics that identify your items and services, storage information and financial information, Sage suggests you add and maintain site-specific data on the Sites tab on the Item page and simply use this page as a quick reference for item-site information.

New and edited item-site data updates on the Item page and on this page when you save item-site data.

View or edit item-site data

You can edit item-site details at any time. Existing transactions retain the item-site details in use at the time the transaction was created, they are not updated with the new details.

1. To view or edit site-specific data for an item, select the item from the main view or the split view.

2. On the General tab, you can edit the Item tax group and the stock Valuation method, and view projected stock availability.

   See Understanding production costs.
3. On the Replenishment tab, you can edit all the rules controlling the stock level and overhead costs for the item. You can replenish stock levels from the MRP calculation result if you set the Replenishment method to By MRP (By Material Requirements Planning) or a stock reorder calculation result if you set the Replenishment method to By reorder point and you can change the preferred replenishment process.

4. On the Suppliers tab, you can add a new supplier of the item for the site, change the default supplier, and edit existing supplier stock replenishment quantities and expected lead times.

   To add a new supplier of the item for the site, from the Suppliers grid, select Add.

   To edit rules for an existing supplier, in the Suppliers grid, select the More actions icon for the supplier then select Edit.

   When stock is ordered, rules you define on this tab take precedence over all other supply rules. These rules are item-site-supplier rules. If none are specified here, item-supplier rules defined on the Supplier record apply to all purchases.

5. On the Costs tab, you can add an item-site cost that is valid from a new start date and override or recalculate the item-site cost.

   Restrictions are in place to prevent you from saving an edited cost with a Start date on or before the current date, due to the nature of costs and their impact throughout your solution.

   To add an item-site cost that is valid from a new start date, in the Costs grid, select the More actions icon for a line then select Add period. Go to Add an item-site cost for a new period.

   To override or recalculate an item-site cost, in the Costs grid, select the More actions icon for the line then select Edit. In the panel that opens:

   1. To override the item-site cost, if the Calculated switch is on, turn it off then enter the new Material, Machine, Labour and Tool costs of the item.

      To reset the item-site cost based on changes to the BOM and routing, turn on the Calculated switch, select Calculate then Save the new item-site cost.

   2. Save the new item-site cost.

      A journal entry is created for the difference between the previous and new value of on-hand stock when the new cost becomes effective, if the item-site is costed at standard cost. This is to ensure accuracy between stock values and your financial solution.

   In the Cost chart block, you can view the breakdown of the costs in a graphical format.

6. On the Stock rules tab, you can select default storage locations and quality control statuses. Stock transactions use the defaults to increase stock transaction entry rates and reduce data entry errors.
7. Save the item-site record.

View projected stock availability

On the General tab, in the Stock block, you can select Projected stock to display projected stock levels in a graphical format.

The graph shows the projected required, expected and available stock quantities for the item at the site. The reorder point and safety stock levels can also be represented. The stock levels are calculated from active purchase orders, sales orders and work orders for 6 days or 6 weeks from the current date.

Projected stock is useful as a modelling tool for planning current and future material requirements:

• As an inventory manager you want to consider the current stock level and any demand for the item so you can organise your inventory efficiently.
• As a buyer you want to predict stock of a component you might need to buy so you can order the right quantity of the item.
• As a production manager you want to predict stock availability of a component so you can plan when to start production.
• As a sales administrator you want to predict stock of an item you sell so you can plan the shipments.

Add an item-site cost for a new period

1. To add an item-site cost that is valid from a new start date, on the Costs tab, in the Costs grid, select the More actions icon for a line then select Add period.
2. In the panel that opens, the item-site cost details display with the Start date as the same date the following year, but you can change it.
3. Edit the Quantity if necessary.

4. Edit or calculate the Cost detail figures:

   1. If the item is manufactured, the item-site cost is calculated automatically based on the bill of material (BOM) and routing associated with the item-site if you turn on the Calculated switch then select Calculate.

      Alternatively, leave the Calculated switch off and enter the new Material, Machine, Labour and Tool costs of the item.

   2. If the item is purchased, the Calculated switch is always turned off. You need to enter the new Material cost of the item.
5. Select Dimensions to add attributes and dimensions to manage business rules and to analyse and track the item costs using analytical accounting data.
6. Save the new item-site cost.

Delete item-site data

You can delete future costs from the item-site record; you cannot delete an item-site cost with a Start date on or before the current date.

You can only delete item-site data if the item-site has not been used in a transaction.