This tab contains a general description of the item.
For rules on how to use the fields, see Detail form.
- Item (required): Identifier of the item, unique in the application. Choose a term to identify the item.
- Name: Name of the item. This may be useful when searching for the item.
Management
- Status: Current status of the item. See Item.
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Category: Categorization of the item for information purposes according to standard CRC2002-10. The category is a configurable list of values.
- Stored supply: for parts having a purchase value of less than €500.
- Spare part: a wear part for which replacement is more or less predictable and the purchase value of which is greater than €500.
- Safety part: a critical part causing a long interruption in production and the purchase value of which is greater than €500. An asset must then be associated with it.
- Family: Family to which the item belongs.
- Main supplier: This Supplier is used to initialize the purchase line and the supplies of the work order with its terms (price, discount) if they are specified on the [Catalog] tab.
- Manufacturer: The Manufacturer is not necessarily the supplier of the item, but it must be referenced as a supplier in CARL Source with the "Manufacturer" box checked (see Supplier [General]).
- Asset: Asset for which the item is used. To be used if the item is specifically dedicated to a given asset.
- Unit: Unit of measure for the quantity of the item (in inventory, to be ordered, to be reserved, etc.). In general, the Unit to be selected is "Unit." You can change and add units.
- No. of decimals: Number of digits after the decimal taken into account when expressing the quantity in the item.
- Bar code: Barcode of the item, possibly used in the printing of labels; see Item [Procurement]. In the standard report, the item code is used and not the barcode.
Settings
- Managed in stock: Check if the item is part of the inventory. If the item is not managed in inventory, it will be possible to order it, but not to perform inventory movements on it.
- Batch: Specifies if the various items are each to be identified uniquely. This is important, for example, if the item has an expiry date. Each batch will have its own identifier and the batch in question must be specified for an inventory movement involving the item.
- Serialized: The item is identified by a serial number. In this case each stored item must be identified with an asset code (entry is required at the time of inventory input). An item can only be part of a series if it is managed in inventory and it is not managed in batches.
- Template: Check if the item is actually a template to which equipment may correspond.
- Repairable: Determines the possibility of sending assets characterized by the item code to the shop for repair; no control on this value.
- Asset: A characteristic of the item, for information purposes only.
- Check reservation: Indicates whether it is possible or not to withdraw reserved items (see Reservation).
- Receiving inspection: This box is used to initialize the similarly-named check box for inventory-generated purchase lines of this item; see Receiving inspection.
- Direct purchase: Specifies whether the item can be handled through direct purchase requests, that is, ones that are not inventory-generated (see Creating a purchase request).
Comments:
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The item can only be managed in batches if it is managed in inventory.
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An item already present in inventory without being managed in batches cannot later be managed in batches.
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The "Batch management" and "Serialized" check boxes in the item sheet can no longer be changed whenever this item is consumed on a work order that has not been closed (from the "Confirmed" to "Closed" status). If the work order is "Archived," these check boxes can be changed again.
A serialized item may be created in two ways:
- Via the [Items] function of the [Stock] module, create new item
- In the item detail form, check the "Managed in stock" and "Serialized" (when "Serialized" is checked, the "Template" setting is checked automatically)
- Save the item
- Use the [Assets] function of the [Equipment] module to create a new Asset
- In the "Template" field of the Asset detail form, select the code for the item created above
- Confirm the Asset
- Go back to the item and complete the tab [Details of storage] tab with the Asset created above, i.e. the associated item template
- Via the [Items] function of the [Stock] module, create new item
- In the item detail form, check the "Managed in stock" and "Serialized" (when "Serialized" is checked, the "Template" setting is checked automatically)
- On the [Details of storage] tab on the item sheet, add a line and enter the Asset code to be created in the Asset column
- Save the item
→ On saving, the Asset is automatically created - Go to the Asset, the "Template" field is completed with the code of the item previously created
Allocation
This information is used to initialize the type of purchase and assignment accounts for the costs of items in the functions generating entries (purchases, inventory movements).
They are not required, but can save time with withdrawals and purchases.
- Cost center: Cost center for assignment in the case of a direct purchase or withdrawal of this item against a cost center.
- Budget: Assignment budget for the purchase lines of this item.
- Accounting code: Assignment accounting code for this item.
- Purchase type: This is the type that will be assigned as default to the purchase lines created for this item. It is to be entered or selected from the Purchase type configured in CARL Source. You can create them from this screen by opening the list of types with a click on the infozone icon
, "Search" action. - Tax: Tax to be applied to this item for calculating amounts including tax, generally the VAT rate. Used to initialize the tax on the purchase line, if the supplier's tax is not specified.
- Standard price: Expected price of the item, for information purposes only.
- AP: Average weighted price of the item calculated as a function of the item prices and their quantities. The behavior of its value depends on the inventory valuation setting.
AP (new) = [AP (stock) x Quantity (stock) + Price (entry) x Quantity (entry)]/[Quantity (stock) + Quantity (entry)]
Additional VAT: 2 additional fields have been added to the dictionary. They are available to add additional VAT in customization mode.
Item information
- Icon: Icon representing the item in the family tree structure and the parts list network.
- Updated on: Date of the last change of the item.
- By: Login of the user having made the last change.
For the sub-tabs, see Item [General] [Inventory summary] and Item [General] [Purchasing summary].
Also see Around the item.