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

 

On this tab, enter the purchase-related information for an item.

Note Note

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

End of the note.
Item Master Data, Purchasing Data Tab Fields
Preferred Vendor

Enter the preferred vendor for the item, or select a vendor from the list.

Each time SAP Business One creates a recommendation, it enters the value automatically.

Note Note

In the United Kingdom localization, this field is Preferred Supplier.

End of the note.
Mfr Catalog No.

Enter the catalog number of the item in the default vendor’s catalog. This number is displayed on the purchasing and sales documents.

Purchasing UoM Code, Purchasing UoM Name, Items per Purchasing UoM

  • When the UoM group is Manual:

    Enter the purchasing UoM name and the item quantity per purchase UoM (the item quantity per purchasing UoM must be greater than zero). You can update the Items per Purchasing UoM field even if the document is entered in SAP Business One; this does not affect the Ordered, Committed, or In Stock quantity of the item.

  • When the UoM group is not Manual:

    The options vary upon the selection of the Auto. Add All UoM Group Definitions to New and Existing Items checkbox as follows:

    • If you have selected this checkbox:

      From the choose from list of the Purchasing UoM Code field in the List of UoMs window, choose a UoM as the purchasing UoM. You can see all the UoMs of the specified UoM group in the choose from list.

    • If you have not selected this checkbox:

      The default purchasing UoM is the inventory UoM, that is, the base UoM of the specified UoM group. To change the purchasing UoM, use the Purchasing UoM and Package Types window (refer to the procedure in the paragraph below). After more UoMs are added in the Purchasing UoM and Package Types window, you are able to change the purchasing UoM from the choose from list.

You can also use the Purchasing UoM and Package Types window to specify purchasing UoMs. To do so, proceed as follows:

  1. To the right of the Purchasing UoM Code field, choose Browse (Browse) to open the Purchasing UoM and Package Types window.

  2. In the purchasing UoM list on the left, choose a UoM and choose the Set as Default button. If you want to add more UoMs, click Add Row.

    In the Purchasing UoM Measurements section, you can manually change the measurement values, which are taken from UoM setup by default.

  3. Choose Update, and then choose OK.

Note Note

The changes you make in the Purchasing UoM Measurements section do not cause any updates in the Unit of Measurement – Setup window.

End of the note.

When you specify the purchasing UoM code, SAP Business One fills in the Purchasing UoM Name field and the Items per Purchasing UoM field with corresponding values, as defined in UoM setup and UoM group setup.

Example Example

You buy a case of soft drinks. There are 6 bottles (items per purchase UoM) in one case. The item that you buy is a bottle but you purchase it only as a case of 6 bottles. Therefore, the unit of measurement is a case and there are 6 items per purchasing UoM. If you buy 5 cases, you are actually buying 30 bottles of the soft drink. In all transactions, "case" is the purchasing UoM and the number of items per purchasing UoM is 6. You then enter the quantity in purchasing UoMs in the purchase order.

End of the example.
Package Type (Purchasing), Quantity per Package

  • When the UoM group is Manual:

    Enter the package type you want to use for the specified purchasing UoM. In addition, define the quantity of purchasing UoM per package.

  • When the UoM group is not Manual:

    From the choose from list of the Package Type field, choose a package type.

Note Note

You can see all the package types in the List of Package Types window (choose from list) only when the Auto. Add All Package Definitions to New and Existing Items checkbox is selected in General Settings.

End of the note.

You can also use the Purchasing UoM and Package Types window to specify package type. To do so, proceed as follows:

  1. To the right of the Package Type field, choose Browse (Browse) to open the Purchasing UoM and Package Types window.

  2. In the package type list on the right, choose a package type and choose the Set as Default pushbutton. If you want to add more package types, click Add Row.

    In the Package Type Measurements section, you can manually change the measurement values, which are taken from package type setup by default.

    Note Note

    The changes you make in the Package Type Measurements section do not cause any updates in the Package Type – Setup window.

    End of the note.

  3. Choose Update, and then choose OK.

SAP Business One recommends the optimum number of purchasing UoMs per package for the Quantity per Package field. Once you specify the package type, SAP Business One calculates the number of purchasing UoMs each package unit could contain based on the measurements of the purchasing UoM and package type, and fills the result in the Quantity per Package field if it is equal to or larger than 1. However, the quantity the application suggests may not be realistic. You can manually change the quantity per package to reflect the actual situation.

Note Note

By default, the automatic package calculation is based on volume. If the volume data is missing, then the calculation is based on weight.

End of the note.

To define a default package type for each potential purchasing UoM available for the item, in the Purchasing UoM and Package Types window, click a UoM in the purchasing UoM list on the left, choose a package type in the package type list on the right, and choose the Set as Default pushbutton.

If you have defined a default package type for a potential purchasing UoM, when you select this UoM as the purchasing UoM, SAP Business One fills the Package Type field and the Quantity per Package field automatically.

Example Example

You buy containers of soft drink cases. The case is the purchasing UoM, and the container is the purchasing package type. Each container contains 10 cases, which means that "10" is the quantity per package.

End of the example.
Customs Group

If you import the purchase item, enter the customs group. This lets you calculate the customs fee. You can select the customs group from the list, or select the Define New option to create a new customs group.

Note Note

In the United Kingdom localization, this field is Duty Group.

End of the note.
Length, Width, Height, Volume

Note Note

These dimensions refer to the purchasing unit, not the Inventory UoM.

End of the note.

Enter the dimensions of the purchase item. If you defined the units of measurement when you configured the system, enter the measurements and press TAB; the system automatically enters the measurements of the purchase item.

In addition, enter the values for the length, width, and height to calculate the volume of the item. Alternatively, you can enter the volume value without entering the length, width, or height.
Weight

Enter the weight of the item, followed by the weight measure.

Factors 1 - 4

Enter the quantity, which is a multiple of several factors. For example, if you buy a fence, you have to consider its measurement standards.

The Factor fields are used as variables, so you can enter the proper values to calculate the appropriate quantity. The default value is one (1). The values that you enter in the item master data appear on marketing documents.

Note Note

The Factors field is visible only when the UoM group selected is Manual.

End of the note.
Country-Specific Fields: US and Canada
Tax Type

Select a specific kind of tax to determine which tax is used for country-specific tax determination:

  • No tax

  • Normal (default)

  • Used tax

EU, Norway, Switzerland, Panama, Australia, and New Zealand
Tax Group

Enter the tax group and a rate at which an item is liable to be taxed when it is purchased.

Note Note

In the United Kingdom localization, this field is VAT Code.

End of the note.
Denmark
Domestic Expense Account

Use for domestic purchases. An expense is domestic if the country in the billing address and the company country are the same.

Foreign Expense Account

Use for foreign purchases. An expense is foreign if the country in the billing address is different than the company country.
EU Expense Account

Use for EU purchases. An expense is an EU expense if the billing country is different than the company country and it is an EU country.
Norway
Domestic Expense Account

Use for domestic purchases. An expense is domestic if the country in the billing address and the company country are the same.

Foreign Expense Account

Use for foreign purchases. An expense is foreign if the country in the billing address is different than the company country.
Brazil
Fuel

If the item is a fuel, specify its fuel code.
Beverage Table, Beverage Group, Beverage Brand

If the item is a beverage, specify its beverage table code, beverage group code, and beverage brand.

There is a hierarchical relationship between the three fields. The beverage table you select decides from what beverage groups you can select, and the beverage group you select in turn decides from what beverage brands you can select. You cannot select a beverage group before you select a beverage table; nor can you select a beverage brand before you select a beverage group.

Example Example

  1. Select a beverage table. You are now able to select from beverage groups which belong to this beverage table.

  2. Select a beverage group. You are now able to select from beverage brands which belong to this beverage group.

  3. Select a beverage brand.

End of the example.

More Information

Item Master Data

Item Master Data: Sales Data Tab