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Product Information Setting

One document per company that sets how the item and pricing screens behave there.

Where
Not placed on any menu in the standard configuration
Who uses it
The implementation consultant
When
At setup, before items are released
Needs first
Nothing

What it is for​

Several switches on the item screens read this document for the company you are logged in to. If a company has no document, the item screens behave as if every switch is off.

What each switch does:

  • Required In Item Master Default Site, Warehouse: an item released in this company must have at least one Item Storage Structure line, and one marked Default.
  • Quantity based Price: on Pricing Profile the Quantity and Price for Quantity columns appear and Price itself is no longer typed.
  • Allow Item Variant Duplication: two variants of one item may have the same name.
  • Required Item Name Duplication with Required Item Name Duplication Based On: off, no two items of the company may share a name. On with Part Number, a name may repeat only with a different part number; with Catalogue Number, only with a different catalogue number. On with nothing chosen, names may repeat freely.
  • Packing Group Calculation, Hide Advertisement From Report and Show Part No In Report are recorded; nothing reads them today.

Every field in plain words​

FieldWhat it meansWhat to put
Hide Advertisement From ReportRecorded on the setting; nothing reads it today.Optional
Show Part No In ReportRecorded on the setting; nothing reads it today.Optional
Packing Group CalculationRecorded on the setting; nothing reads it today.Optional
Required In Item Master Default Site, WarehouseItems must have a default site and warehouse.Tick to require it
Allow Item Variant DuplicationVariant names may repeat within an item.Tick to allow
Quantity based PricePrices are entered per quantity on the pricing profile.Tick to use it
Required Item Name DuplicationSwitches the name rule to the basis below.See What it is for
Required Item Name Duplication Based OnThe basis for repeated names.Part Number or Catalogue Number

Field Value​

Per-company field rules for the Product Information screens. Each line names a screen and a field and can give a default value, make it required, grey it out or hide it. A user's own default for a field replaces the company line for that user.

FieldWhat it meansWhat to put
ProcesscodeThe screen.Pick a Product Information screen
Object NoThe field.Pick a field of that screen
ValueThe value the field starts with.Optional
MandatoryThe field must be filled.Tick
DisableThe field is shown greyed.Tick
HiddenThe field is not shown.Tick

Mandatory Fields Depending on Item Category​

Fields that become required on the item in a company for one item category.

FieldWhat it meansWhat to put
Item CategoryThe item category.Pick one
Object NoThe field that becomes required.Pick a field

Validation​

Special validations by screen. Recorded only; no Product Information screen reads these lines today.

FieldWhat it meansWhat to put
ProcesscodeThe screen.Recorded only
Special ValidationA special validation.Recorded only

How to configure it​

This screen is the configuration. Make one document per company. It is not placed on any menu in the standard configuration.

Scenarios​

  • A retailer's auditors insist on a default store for every item. Tick Required In Item Master Default Site, Warehouse.
  • An auto-parts dealer has the same name for parts of different makers. Tick Required Item Name Duplication and choose Part Number.
  • A company wants Item Group to start as GEN for every new item. Add a Field Value line: the item screen, the Item Group field, value GEN.

What it is connected to​

If something looks wrong​

  • "... already exists" on Save. The company already has a setting document. Open it.