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Object documentationItem Master Data: General Tab Locate this document in the navigation structure

 

On this tab, you define the additional general information for the item.

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

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Item Master Data, General Tab Fields
Do Not Apply Discount Groups

Defines whether the item is submitted for discount definitions.

If you select the checkbox, the discount groups defined for this item are considered in the item's document line; otherwise, they are not.

Note Note

  • The discount in the document's header is not affected by the selection in this field.

  • When this checkbox is not selected you can still define discounts manually in the document's rows and header.

  • When you copy a document into a target document, the discounts from the base document are copied to the target document no matter what is defined in the Do Not Apply Discount Groups checkbox.

End of the note.
Manufacturer

Enter a manufacturer if the item is a brand product. You can assign an item to only one manufacturer.

Additional Identifier

Enter additional information about the item.

Shipping Type

Enter the means of transport and mode of transport to be used to perform the shipment.

Manage Item By

From the dropdown list, select one of the methods by which you receive and release items:

  • None (default) – no special management for this item.

  • Serial Numbers – the item is managed by serial numbers.

  • Batches – the item is managed by batches. This type of management tracks items that have unique numbers and characteristics but have been combined in a single group, for example, pharmaceutical products.
Management Method

This field is displayed only if the option to manage the item by serial numbers or batches was set in the previous field.

The default for new items is set according to the definition in System Initialization. However, the definition may be changed in the Item Master Data window.

Select one of the item management methods, which is relevant for serial numbers and batches only:

  • On Every Transaction – you are forced to assign serial or batch numbers during every inventory transaction.

  • On Release Only – you are forced to assign serial or batch numbers only on release; it is optional for other transactions.
Issue Primarily By

Note Note

The field is visible only if you have done the following:

  • You have enabled bin locations for at least one warehouse.

  • You have selected Serial Numbers or Batches in the Manage Item by field.

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Specify whether you want to pick the serial or batch items for issuing according to their bin locations or their serial or batch information.

For more information, see Allocating Serial or Batch Items from Bin Locations.
Phantom Item

Defines the item as a phantom.

Note Note

A Phantom is an item type in BOM that has an engineering or structure function only. Phantom items do not represent a physical component or a subassembly, thus they are defined as non-inventory items.

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Issue Method

Select one of the following issue methods:

  • Backflush – after you report the completion of the parent item, the components are automatically issued to the production order.

  • Manual – the components are manually issued to the production order, regardless of the issue of the product.

    Note Note

    You cannot use the backflush method for serial and batch-managed items.

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Active

Enter the range of dates to determine a validity period for the item.
Inactive

Enter the range of dates to determine the period for which you freeze the item.
Advanced

Enter the range of dates to determine:

  • Active Range – A validity period for the item.

  • Inactive Range – The period for which you freeze the item.
Advanced Rule Type

Indicates whether the advanced rule type assigned to an item is General, Warehouse, or Item Group. You can change the advanced rule type if required. For additional information about advanced rule type assignment, see the How To Setup and Work with Advanced G/L Account Determination guide in the documentation resource center.
Country-Specific Field: US, Canada, Costa Rica, Guatemala, and Israel
Tax Liable

Select to define this item as liable to tax. After selecting this option, you can also select the Tax Type on the Purchasing Data tab.
Country-Specific Field: EU
Intrastat Relevant

Available only if you have selected the Enable Intrastat checkbox on the Basic Initialization tab of the Company Details window.

If the item is eligible for Intrastat declaration, select this checkbox to display the Intrastat Settings tab to configure the Intrastat settings for the item. For more information, see Item Master Data: Intrastat Settings Tab.
Country-Specific Field: UK, Germany, France, Finland, Denmark, Austria, Portugal, Netherlands, Australia, New Zealand, Norway, Spain, Switzerland, Costa Rica, and Guatemala
WTax Liable

Select to define this item as liable to withholding tax in document lines of sales and purchasing documents.

Country-Specific Field: Mexico, Chile
IEPS

Select to identify the item for IEPS payment purposes. The field is available only if you have defined the company as the IEPS payer on the Company Details, Accounting Data tab.
Country-Specific Field: Chile
Indirect Tax

Select to define the item as subject to the indirect tax.

Country-Specific Fields: India
Assessable Value

Goods transferred from one Warehouse to another are at Normal Transactional Value (NTV). This price is taken from Assessable Value of excisable item master data.
Withholding Tax Liable

Select the checkbox if the item is relevant for TDS deduction in the transactions.
Country-Specific Fields: Brazil
Service

  • Outgoing Service Code

  • Incoming Service Code

  • Service Group

Note Note

For more information about item classification for tax fields, see Item Classification: Brazil

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Material

The following fields appear when you select the Material radio button:

  • Material Type

  • NCM Code

    The codes defined in the NCM Code - Setup window appear as options in the NCM Code dropdown list.

    Note Note

    To define the options in the NCM Code dropdown list:

    1. In the NCM Code dropdown list, click the Choose from List icon.

    2. In the List of NCM Codes window, choose the New button.

    3. In the NCM Codes - Setup window, define a new NCM code and choose the Update button, then choose the OK button.

      For more information, see NCM Codes - Setup Window: Brazil.

    End of the note.

  • DNF Code

    The codes defined in the DNF Code - Setup window appear as options in the DNF Code dropdown list. Choose the New button to open the DNF Codes - Setup window, where you can define new DNF codes or modify existing ones. For more information, see DNF Code - Setup Window: Brazil.

  • Material Group

  • Product Source

Note Note

For more information about item classification for tax fields, see Item Classification: Brazil

End of the note.

More Information

Item Master Data

Phantom Items

Purchasing Data

Company Details: Accounting Data Tab

DNF Code - Setup

Warehouses - Setup: General Tab

Allocating Serial or Batch Items from Bin Locations