PATH: Inventory > Item structure/Item report > double-click an item > Item master data for XXX > Master Data tab > General tab.
Window artikel_edit.psr
Field
Description
VAT-binding
Flag to identify whether the item is taxable. If this option is selected, the tax group can be defined on the Purchase Data tab.
Match Code
The match code serves as search field to sort and display the part master data according to a criterion created by the user. The match code can be an abbreviation of the initials of supplier/customer name and location or the name of a parts family. All alphanumeric symbols are allowed; the sort order is number-digit. Furthermore, the match code is the key in the info list of the part master.
DIN
This text field serves to document DIN numbers if the master part is a standard part and is registered in a standardization institute.
Drawing No.
Technical drawing number. This is shown in Beas at all key locations. This field can be used for filtering and searching in several Beas windows.
Manufacturer
Enter a manufacturer if the item is a brand product. You can assign an item to only one manufacturer.
Beas offers a grouping possibility with the Material Group field. This group is useful for filtering, searching, production planning, programming (since it is integrated with MRP and APS on the sorting and filtering options), and for the calculation function (a surcharge rate can be linked to each Material Group). The material surcharge is stored for Precalculation.
Defines how to use batches or serial numbers for items when creating material issue or material receipt documents. This will have impact on material issue and material receipt in production processes.
•None (Default): Method if the item has neither a serial number nor a batch.
•Serial Numbers: Method for managing the serial numbers of the item.
•Batches: Method for managing the batches of the item.
Limitation:
- Only "Management Method "On Every Transaction"is supported.
- Primary issue: Only by "Serial and Batch Numbers" is supported.
- Modifications of "Manage Item by" are not supported after transactions are created with the existing type of item.
General settings – Stock
Only the following combinations are supported:
Manage Method "On Every Transaction"
Issue Primary by "Serial and Batch Numbers"
Unique Serial Numbers by "Serial Number"
Notes:
It is not possible to change this field
- If Item Version is activated
- Stock is available
- Batch- or Serial number related items are created.
Valid
Date range for specifying the validity period for the item.
Active
Period in which item is active.
Inactive
Period in which item is inactive.
Extended
Opens both upper switches (if disabled, only one is available).
2. Go to: Configuration wizard > Item > View > Item master
3. Enter designation for UDF
4. Click on cogwheel icon right to UDF
5. Select the UDF you created in "UDF Column" . (beas 9.1 PL: 08, item_udf)
Make – Scheduling creates production order recommendations for the item.
All higher-level items should be defined as manufacturers so that the requirement can be calculated for the subordinate items during scheduling. In the case of a bill of materials for sales or assembly, no actual production order is output for the higher-level items, only the requirements for the subordinate items.
Buy – Scheduling creates purchase order recommendations for the item.
The Buy method should be selected for the subordinate items of the lowest level of the Bill of materials for items which are not part of the Bill of materials.
In manufacturing and Beas, breakdown or explosion is the action of breaking apart the Bill of materials for each assembly or sub-assembly into its components. Differentiating between make-to-stock and make-to-order items helps in defining a production strategy. It also defines a combination of scenarios on production planning and execution processes.
The breakdown Variant is defined in Item Master Data > General tab > Manufacturing Data > Breakdown.
Note on APS: If no Breakdown method is defined, the item will not be considered correctly in the APS calculation.
Used when the item is a general purchase item, which normally has no bill of materials attached to it. Therefore, this item is considered as a purchase item. In work orders for finished goods with mode of procurement set to buy, Beas considers all BOM positions as purchase items and suggests to create a purchase order, in case there is not enough on stock of that item.
Example: If you buy an engine from a supplier, and it always comes with a can of motor oil and a gallon of coolant. In this situation, you still need to keep track of how many cans of motor oil and gallons of coolant you have on inventory.
The Provision parts option is used to define these types of item. This option allows to insert additional items in the bill of materials list so at the moment the goods receipt is issued for the purchase order, Beas suggests and completes the goods receipt for the existing provision parts.
For Buy items, MRP generates purchase order recommendations. For Produce items, MRP generates production order recommendations.
Limitation in MRP:
Beas does not calculate MRP Sub-assembly requirements for items defined as "Provision parts".
Assemblies can be produced order-related, when the respective option was selected in BOM item > breakdown.
The setting has no effect when the work order is created by the calculation functionality. The possible settings are:
- No: No work order positions will be created for the semi-finished goods
- Always: Works exactly like order-related semi-finished goods
- Only shortage: Creates order positions only if there is not enough inventory
In order recommendation report these assemblies will still be created as stock-related assemblies.
This is an assembly that is produced by order, that is:
The sub-assemblies are produced together with the main assembly.
Note: Only order-related!
•You can define a configuration in the Sales order.
•You can define a short variant in the Sales order.
•You can create a precalculation in the Sales order and can change the substructure inside the precalculation. You can use the definition in precalculation for order-related work orders.
•You can create an order-related work order.
•You cannot plan stock in MRP.
•You cannot use the produced assembly for another order in a simple way.
This window has order-related view. You can create work orders directly and only see entries that do not have enough production orders. Here the system ignores the stock because of the order-related view:
Example: You produced an order-related finished goods, but the customer canceled the order.
Now the item is on stock.
If you have a new sales order with the same product, you can define the quantity which you want take from stock in Sales order > column "Withdrawal from Warehouse" .
Note:
Use this functionality only for special cases. This is not the idea of order-related production.
Use Order related Semi-Finished products if you want to produce this item only for an order or stock-related finished product.
You can produce the order-related Semi-Finished product as Finished product for a sales order, but not on stock.
In MRP you can see the requirements for Semi-Finished product, but normally this does not change the balance.
In the following example you can see the Semi-Finished product "SFP_B_O", which is part if Finished Product "FPS_B_O"
In the Finished Product the Semi-Finished product is defined as a Bill of Materials position.
This example produces the following work order:
Inside the semi-finished product you can insert additional semi-finished products. Beas supports max. 20 levels.
Recursion: If you insert the same order-related item as Bill of Materials, the system does not break down this order-related semi-finished product. However, it is possible to create a recursive structure.
For the following order related work order, the MRP displays the reservation. As it is an order-related work order, the balance of the reservation is neutral (we porduce 5 which fulfills the sales order -5).
WO:
MRP:
The quantity of the work order is manually increased
WO:
Quantity is manually increased from 5-6.
MRP:
In this case stock is produced (there was originally 0.5 in stock).
The quantity of the work order is manually decreased
WO:
Quantity is manually decreased from 5-4.
MRP:
An additional line is added to produce the additional required piece and this is produced to stock.
If the sub-position is closed and the requirements are not fulfilled, a new work order is created to deliver the rest. This is a storage-related work order.
The Sales BoM represent a finished product assembled at the sales stage, that is, the finished product is composed of its component items only when the parent product is actually sold. The component items are stored and tracked individually in the warehouse.
For both the Sales BoM, you do not manage the parent product as an inventory item, but rather as a sales item. The components can also be sales and inventory items in their own right. When you create the delivery to dispatch the customer order, the components are backflush issued from inventory.
Note
The components for Sales BoMs and Assembly BoMs must be sales items.
The BoM will be defined in SAP Business One Bill of Material window
Use a Sales BoM where there is a fixed combination of components and the customer needs confirmation of each item. The component items cannot be altered or removed from a sales order. Other items cannot be inserted between the parent and component items in the sales order. However, the quantities of the component items can be modified.
Example
Sharon's Garden Ltd. sells garden tools and outdoor furniture. One of her best sellers is the Metal Table set. This set is composed of one metal and glass table, six metal chairs, and one umbrella.
If she chooses the Sales BoM, the table, six chairs and one umbrella, and the Metal Table set all appear in the sales order. She can sell this set with only four chairs, but she cannot introduce a footstool as part of this set in the sales order.
If she chooses the Assembly BoM, then only the Metal Table set (the parent product) is listed in the sales order.
In both cases, each of the component items is tracked individually in the inventory. When you create the delivery to dispatch the customer order, the components are automatically issued from the warehouse.
The Template BoM is a bundle of items, where the parent product is the first item on the list. It does not act as a BoM once it is added to the sales document, but rather as a list of items brought together at the same time. You can update the quantity of those items, swap items, or delete them in the BOM or the sales order. The components appear below the parent as a list of items in a sales document. Use the Template BOM when you require flexibility in selecting components for a product.
Example
Computers can be sold as a standard unit, in which case the Production or Sales BoM is appropriate. However, to customize a sales order, use the Template BoM to allow for DVD burners, speakers, ergonomic keyboards, and so on.
The BoM will be defined in SAP Business One Bill of Material window
Here you can define how the BoM and routing are linked to the item.
Only editable if an Item, a batch, or serial managed item and a Version is defined.
Default = ID of BoM and routing are the same as the item ID.
Extended view = like default, but in structure view the BoM / routings are displayed per version. This setting affects only the display.
Separate BoM = Item ID, BoM ID and routing ID can be different. In the item version you store which BoM is to use for the item and for the version. In the BoM you define which routing to use.
To activate this field:
1. Click icon right of Item Version – open list of all Item Versions
2. Define a version and go back to the item window
3. Choose the Administration (this field) and update the window. Now full functionality is available for this item.
Note: Item Version only supported by Serial or Batch managed items
If you use this with non Batch/Serial managed items, the MRP will return wrong result. More see datacheck
Production UoM
The unit of measure for consuming this item when it is a component of another items bill of materials during production.
All other units are managed in the Purchase Data, Sales data and Inventory Data tab or centrally using the orange arrow in the "Units of Measure" window.
In master data the BOM quantities and the work order quantities are always indicated in production UoM
The unit can be used in which material was actually withdrawn: for example storing in liters, but withdrawal in kg.
In all functions, where required quantity and stock are indicated, the total stock is always displayed in inventory UoM, as otherwise no comparison of planned quantity, posted quantity and stock would be possible.
A special case is single material posting There, the withdrawal quantity can be given in production UoM, which is converted to Inventory UoM immediately.
If the lot size produces more than 10 Positions, the system asks if you want to continue.
If the lot size produces more than 200 Positions, the system cancels the process with a message:
" Lot size is set to <losgr>. This corresponds to <summ> Positions created. Max. allowed are however <limit> positions. Creation is aborted (LimitLotSize)"
If the count of the created positions is larger than the limitation, the system ignores the lot size in the last position and displays an error message (LimitLotSize) Example: 1000 Pcs, Lotsize = 1. 200 Positions created. Position 1-199 for 1 Pcs and Position 200 with 801 Pcs
MRP Calculation: Ignores Production Lot size while calculating requirement based on sales order, forecast and other documents.
Example: Production 40 Pcs, Lot size 30 Pcs
Sub assembly is order related, Production lot size = 0 Pcs (no lot size)
In this case we working work order position related.
If order related sub assembly has own lot size, the system check this too - but always per production level from father item
Example : Lot size 20 Pcs
In this case the setup time will be multiplicated with 4 in the sub assembly
2. Example for order related sub assembly:
-Main and Subitem are order related, the lotsize of the main item is 50
-We need the subassembly 2 times per main item, the lotsize of the Subitem is 90
-We want to produce 140 Units of the main item
Result:
-We need to produce 3 lots for Mainitem (50 + 50 + 40)
-For the first and second lot of the mainitem we need 2 lots of the subitem (90 + 10)
-For the last lot of the mainitem we need 1 lot of the subitem (80)
Stock related
if Sub assembly is stock related, then the sub assembly ignore the lot size from father assembly
if stock related sub assembly has own lot size, then the system use it without relation of lot size of father item.
Note: This is working differently than in Beas 2020.11 or older. If you need the old functionality, you can change this in a user event. SeeScript documentation.
Defines the way the item is issued in production: backflushing (automatically) or manually.
Setting
Description
Manually
The components are manually output to the production order without considering the output of the product.
Backflushing
The components are automatically issued to the production order once completion of the higher-level item is reported. (e.g. reporting the last operation, Goods receipt of the assembly or via Materials Management – Backflush).
Serial number- or batch number-managed items cannot be set to "Backflushing".
However, if this type of item should generally be removed with backflushing, it can be activated in the Configuration Wizard.
Only available when Mode of Procurement is defined as “Buy”.
This field is used to define a percentage of the material that is wasted when it is used as raw material for production.
For example:
if Cut-Off (%) is set to “10” and the item is linked to a Bill of Material with the quantity of “50”,
Beas will change the quantity to “55” in the position when a Work Order is created (“50” from Bill of Materials plus “5” from 10% cut-off rate). Cut-Off (%) will also be considered while calculating cost in the pre-calculation functionality.
This value is used for Precalculation. Only available when Mode of Procurement is defined as “Produce”.
Scrap factor for assemblies relates to the material requirement for an assembly rather than the assembly.
Assemblies:
Scrap factor for assemblies is not related to the assembly requirement, but only to the material requirements of this subassembly.
In Precalculation, there are only an information on quantity for BoM item and assembly. This creates an additional requirement for the assembly. If then a work order is created, the behavior may vary.
Phantom assembly
Scrap factor is calculated and entered as "calculated scrap" into the BoM item and taken into account.
Order-related Item
BoM Order related items do not apply the scrap factor. The system generates a work order position for the order related item and the scrap factor is applied to the sub work order BOMs only.
Purchase part:
The scrap factor is calculated in the work order as total value, added to the cut-off value and other scrap factors and entered to the BoM column calculated scrap.
Precalculation: entered in Master Data > scrap and also taken into account.
Phantom items only define the Bill of materials and routing, have no inventory maintenance and can be neither purchased nor sold. An assembly can have any number of phantom items, finally used to combine the Bill of materials and routing according to the assembly principle.
Note: A phantom item is an item type in Bill of materials which only has a technical or structural function. Phantom items are not actual components or intermediate assemblies, so they are defined as non-warehouse items.
For example, a company produces different laptops as finished good, and all different laptop models use the same set of cables: monitor connector, power connector, HDMI cable. It is easier to group the set of cables as a phantom item in Beas, so you do not have to assign the cables to each Bill of materials separately. To do so, we have to create the Bill of materials with all required cables, and link the phantom item as a component of all laptop models. After creating a Work Order, Beas only includes the phantom item structure (Bill of Materials and Routing) and not the item as an assembly.
Withdrawal Document
For information only.
Made-To-Order
For information only.
Allocate
If active, this item must be made available in the allocation warehouse. The item has to be allocated to a specific warehouse in order to be available for consumption in a Work Order.
