Field descriptions: Item-site

The name of the item.

The tax group for the item.

The item might be exempt from tax or taxed at a specific rate.

An item can only be assigned to a specific tax group if the Specific item tax group checkbox is selected.

The quantity of the item needed to fulfil existing orders.

The site name the item is stored at or managed from.

The quantity of the item that has been accepted into stock.

The quantity of the item that has been allocated to undelivered sales orders.

The last stock count date at the site.

The quantity of items in inspection and quality assurance control.

The quantity of the item that has been rejected and not accepted into stock.

The value of the horizontal axis in the stock projections graph.

Day: Display each date from the current date and the next 6 days.

Week: Display each date from the current date and the next 6 weeks.

The item name.

The stock levels on the date or week.

If Frequency is Day: The stock projections are daily from the current date.

If Frequency is Week: The stock projections are weekly from the current date.

The average unit cost of one stock item.

The average unit cost is the result of the total quantity of items in stock divided by the cost of the items at stock receipt.

This field displays if the Valuation method is Average unit cost.

Note that the average unit cost of the item can change with each stock receipt.

The FIFO (first-in, first-out) cost of one stock item based on its average cost at purchase receipt.

This field displays if the Valuation method is FIFO cost.

Note that the FIFO cost of the item can change with each stock receipt.

The date the costs were last revalued.

The current standard cost of the item.

You can view the complete costs history on the Costs tab.

Note that the cost of an item at stock receipt can be different from the item standard cost.

The result of the average unit cost multiplied by the total quantity of items in stock.

This field displays if the Valuation method is Average unit cost.

The result of the FIFO unit cost multiplied by the total quantity of items in stock.

This field displays if the Valuation method is FIFO cost.

The result of the standard cost multiplied by the total quantity of items in stock.

The total quantity of items in stock is displayed in the Total field in the Stock block.

The number of items that will be produced in a single batch run or purchased in a single "lot".

For manufactured items, the figure should be the optimal size of the production batch.

For purchased items, the figure should be the most cost effective order quantity.

The item needs to be made or purchased in multiples of the batch quantity.

Indicates if a purchase order for the item can be created from a sales order.

This checkbox displays when the following requirements are met:

• The item is purchased.
• The preferred process is Purchasing.
• The OrdertoOrder option is activated on the Service options page.

Refer to Create a purchase order from a sales order for more information.

The minimum reorder quantity as a multiple of the Batch quantity.

The item needs to be made or purchased in multiples of the batch quantity.

This quantity is used in the standard cost calculation.

Indicates if a work order for the item can be created from a sales order.

This checkbox displays when the following requirements are met:

• The item is manufactured.
• The preferred process is Production.
• The OrdertoOrder option is activated on the Service options page.

Refer to Create a work order from a sales order for more information.

The preferred replenishment process.

Production: Displayed for manufactured items.

• If the Replenishment method is By reorder point, a new work order is suggested when the stock level drops to the Reorder point.
• If the Replenishment method is By MRP, the MRP calculation request generates a production suggestion if the item is manufactured and there is insufficient stock available.

Purchasing: Displayed for purchased items and for items that are not managed in stock.

• If the Replenishment method is By reorder point, a new purchase order is suggested when the stock level drops to the Reorder point.
• If the Replenishment method is By MRP, the MRP calculation request generates a purchasing suggestion if the item is purchased and there is insufficient stock available.

For manufactured items, the average number of days it takes between placing an order for the item, producing it, then receiving it into stock.

For purchased items, the average number of days it takes between placing a purchase order for the item and the receipt of the goods.

This is the default value that is applied if a lead time has not been entered for a specific supplier.

The minimum amount of stock required when the Replenishment method is By reorder point.

A new purchase order or work order is automatically suggested when the stock level drops to the reorder point.

The replenishment method for items managed in stock.

Not managed: There is no replenishment method.

By reorder point: A new work order or purchase order is suggested when the stock level drops to the reorder point.

By MRP: The item will be considered for inclusion in the MRP reorder calculations.

Indicates if the item-site-cost is calculated automatically based on the bill of material (BOM) and routing associated with the item-site.

Purchased items: The Calculated switch is always turned off. You need to enter the Cost detail fields manually.

Manufactured items: You can calculate the Cost detail manually or automatically.

• ON: Select the Calculate action. The fields in the Cost detail block are updated automatically based on the BOM and routing associated with the item-site.
• OFF: Enter the Material, Machine, Labour and Tool costs.

The default item-site stock valuation method.

Standard cost: The cost is typically established at the beginning of a period to value the item and the stock movements.

This field is available if the item is managed in stock.

The breakdown of the costs in a graphical format.

The date the item-site-cost applies from. The default start date is the current date. The item-site-cost applies indefinitely or until the next cost period start date.

You can add multiple cost periods. From the More actions icon, select Add period.

Identifies a channel dimension.

Identifies a department dimension.

Identifies a project attribute. When you include a project, the Task field is available.