Abbr 1

Abbreviation 1 from the 1st page of an Article card.

Lang. name

Name from the 1st page of an Article card.

Category

Category from the1st page of an Article card.

Available

The number of an article units that is available at a selected period and in a selected warehouse. If you confirm a Receipt Card, the quantity defined at a Receipt Card will be added to the quantity in the Available column. With a creating a Release Note or a Transfer Note the quantity defined at a Release Note or at a Transfer Note will be deducted from the Available quantity and will be added to the Assigned column. After you confirm a Release Note or a Transfer Note the quantity will be deducted from the Assigned quantity.

Note: In the case of the double confirmation of documents the quantity defined at a Receipt Card will be added to the Received column (it is not a default column) during the first confirmation of a Receipt Card. During the second confirmation this quantity will be transferred to the Available column.

By displaying the "BFIsAvailable" column, you can indicate the available in some warehouse of a firm to a user - in this case the icon is displayed in the column.

Assigned

The number of the Article units on which a Release Note or a Transfer Note has been already issued but an Article is still on the warehouse physically (a document is not confirm yet, an Article is assigned). With a confirmation of a Release Note or a Transfer Note the number of units will be automatically deducted from the Assigned (an Article is not physically on a Warehouse).

The value is displayed only if the current period is set.

Reserv.

A number of the Article units which is necessary to ensure for a customer, a branch or for a production. According to the nature of the request the article can be reserved by using reserving cards, transfer notes and job cards. You can miss an article on a warehouse at the moment and it is important to order or to produce it. Otherwise an article is on a warehouse but a customer takes over it later. A release note will not be issued to the Article will not be blocked for any other sale. An article is only reserved. An information for who and for when the Article is reserved is stated in the Reserving Cards.

Note: The quantity from the documents is loaded to the column. Their plan type is selected in the lower part of the screen in the Plan type field (the Plan Type is described in the Basic Code Lists and Supporting Modules K2 - Plan type chapter). The column does not load the free Reserving Cards.

Displayed values are independent on a selected period. The quantity that is loaded on the basis of job card and reserving cards is also independent on a currently set warehouse. Only when loading quantity from transfer notes, the currently set warehouse is respected.

Ordered

That is the quantity of Articles units that is ordered by using purchase orders but it has not accepted into a Warehouse yet. The issue of a Receipt card and its confirmation deducts the quantity on a Receipt card from the Ordered quantity and adds it to the Available. An order confirmation without issue a Receipt card is understood as a solution of purchase and a data in this column is corrected. At Products and Semi-finished Products the quantity of Articles units which is in the headers of unconfirmed Job cards will be added to this column. The quantity in a Job Card header will be deducted from the Ordered column and it will be added to the Available column by a Job Card completion and its confirmation. You can order also by using transfer notes.

Note: The quantity from the documents is loaded to the column. Their plan type is selected in the lower part of the screen in the Plan type field (the Plan Type is described in the Basic Code Lists and Supporting Modules K2 - Plan type chapter). In the case of the double confirmation of documents the quantity in the Ordered column will be deducted and it will be added to the Received column (it is not a default column) during the first confirmation of a Receipt Card. During the second confirmation this quantity will be transferred to the Available column.

Displayed values are independent on a selected period. The quantity, that is loaded on the basis of purchase orders and job cards, is also independent on a currently set warehouse. Only when loading quantity from transfer notes, the currently set warehouse is respected.

Warehouse

A current warehouse from which all the information are taken. Data about states of the articles which you can see on the screen are data from a current warehouse. An abbreviation of a current warehouse is also displayed in the upper blue bar on the screen.

You can change a warehouse directly in this field or by pressing Alt+F10 keys. The Set period and stock form is open. In this form you can set besides a period also a required warehouse in the Warehouse field.

Price group

It influences displaying of a Selling price in the Price group column ("CFDealC") - the column is not displayed by default.

A Selling price that is valid for an appropriate price group will be displayed when you enter an appropriate price group. If the Selling price for this price group does not exist at an Article then a price according to the Unsorted price groups client parameter is displayed.

Firm

It influences displaying of a Selling price in the Price group column ("CFDealC") - the column is not displayed by default.

A Selling price that is valid for an appropriate customer will be displayed when you enter a selected firm. A displaying of a customer price has a priority over a displaying of a price for a price group. If the customer price at an appropriate firm does not exist at an Article then the price of a selected price group is displayed.

Currency

It influences displaying of a Selling price in the Price group column ("CFDealC") - the column is not displayed by default.

The Selling prices defined in a selected currency are searched during entering a currency (for an entered price group or a customer). If there is such a price then it is displayed. If a price in a currency does not exist a price according to the rules described at the Price Group and Firm fields is displayed and this price is recalculated pursuant to a rate into a selected currency.

Unit

An unit that is selected in this field will influence values in columns that display the quantity of Articles (e.g. Reserved, Ordered, ...). An unit, into which the article is calculated, is displayed in the UM column.

In this field, there you can select a basic unit, default unit for Purchase/Sale, for production and transfer notes, and also a completely concrete unit of measure (the option "other" and unit selection from a displayed menu. If the required unit is not set on an Article card the basic unit will be displayed and on it recalculated values.

Plan type

Selection of a plan type from the Plan type code list. The quantity for Ordered and Reserved fields will be calculated according to the plan type.

The button for a coverage settings. By a coverage settings you can influence loading of the records into the Coverage of demanded article function. This settings influences then the loading of the requirements and their coverage.

Abbr 1

Obligatory unique article identifier. By this abbreviation can be hidden either article name or its part of name or random code (e.g. numeric). According to the abbreviation 1 you can search an article from a book. Abbreviation is standard given in quantity 30 characters.

Note: Notion abbreviation has got English meaning in the database Suppl./Cust. and in the database Article.

Abbr 2

Filling of the field Abbr 2 isn't obligatory. It is possible to use it e.g. for PLU, etc.

Name

Field for entering the complete name of an article.

No.

It is a registration number of an article which is created automatically during the first saving of the Article card. Actually a registration number is an order number of an entered article.

Note: In the Client parameters on the 2nd page it is possible to check the option Enter article No. which enables to manually enter an article number on a new card.

Type

Type of Article. Obligatory detail.

Non-stock items

A stock level is not counted for non-stock items. By a recalculation, it is possible to calculate only turnovers.

Packing

It behaves like stock item, but it is always appreciated by fix prices (it means accounting part of the Stock recalculation function does not process these cards, physical part of recalculation does). Turnover record is counted for packing regardless of Customer / Articles record option in Clients parameters.

Breakdown

You set up e. g. Computer card and on the 3rd page you define a list of article which you sell with name Computer (e.g. monitor, keyboard, mouse). During the inserting this card on a sales order, a list of an article is displayed. Card with a name Computer will not be displayed.

Article brdown

You set up e. g. Computer card and on the 3rd page you define breakdown of article which you sell with name Computer (e.g. monitor, keyboard, mouse). During the inserting this card on a sales order, a breakdown of an article is displayed with Breakdown type, that means including the Computer item.

Discount

Value had got meaning in the lower versions of IS K2.

Stock item

Stock items have got influence on a stock records.

Group

Group is a random number or text, which every article has to have assigned. Instead of text in this field can be entered dash too, that means it won't have got assigned a concrete group. By this division the database Article breaks up to the smaller and clearer groups with the collective properties (e. g. groups Grocery, Tools, Spare parts ...).

Note: Record from the Group code list can not be deleted in the case, when the given group is used on some Articles card.

Article code

Article code is a random number or text which every article has to have assigned. In this case a dash can be entered in this field.

According to the article code it is possible to divide goods for example to inland software or foreign software, alcohol to beer, wine, spirits, etc. Article code can enter to accounting as a complementary (helping) analytics of appropriate accounts.

VAT documents

VAT rate code list.

Category

Article category is the key code list for a production. It serves to distinguish articles on materials, outputs, semi-finished products, products etc. Each article category has different properties, which determine its behaviour in production. The category properties are set on the 1st page of the Category card.

Costing models for calculation of products and semi-finished products prices are also defined in categories.

Article category influence option of sorting of the Article card to the individual documents and option of separated print in the documents too.

Detail description is described in the Master Data of Production module - Article - Article category chapter.

Brand

Brand or producer of article. It is possible to choose some record from code list or enter random name.

Packing

Information of this item are deducted from the Article card. It is package of the produced product, for which a new separate Article card has to be created. If you insert the Article card with a defined packing field, then the packing is automatically added in a document.

Opt. suppl.

Here you can set an optimal supplier that means supplier who satisfies your requirements best. The selection is executed from the Suppl./Cust. card. The field is important when recalculating of stock prices according to the optimal supplier price in the case that the price is defined on the 5th page of this supplier and when ordering by Create POs for requested goods function.

Stock units

The stock records, the economic records (at energy deliveries, at transport) is kept in this stock unit e. g. pcs, m, kg/pcs, GBP/km (of transport), GBP/hour (of training) MWh, etc.

Apart from basic stock unit, on each Article card the next stock units that have a certain proportion to the basic stock unit can be defined. E. g. The basic stock unit can be pcs and the others stock units can be package and kg. By pressing Ins key in the table of stock units you can insert a new stock unit. The usage of stock units is applicable so that a quantity of high numbers did not have to be placed in the documents. If you use the possibilities of next stock units, it is methodologically recommended to select the smallest unit as a basic (first entered) unit.

Blocked units

By this button you display the stock units that had been blocked and they are not used at the moment.

No stock unit

The button simplifies the setting of unit in the Article cards where the unit is not important (especially a card other than articles). By using of this function you save manual filling of data - record of basic unit with unit of measure "-" will be automatically created.

No.

Unique number of stock unit. User doesn't influence this number. Unit with number 0 = is basic stock unit. This fact is described at this unit too. In a column of the flags at the units on the 1st page of Article card the symbol "•" informs about basic unit.

Unit of measurement

Abbreviation selected from a code list of units of measure.

Proportion basic / current unit

Ratio determined quantity of basic units to one currently entered unit. It is in inverted value at the field Cur./basic unit ratio and after change of one of these fields the second value will automatically count.

Cur./basic unit ratio

Ration determined quantity current entering units in one basic. Towards the field Basic ratio / cur.unit is in inverted value and after change of one of these fields the second value will automatically count.

Width, Height, Depth

Field for entering the unit dimensions. Field serves only for records, it is not used by standard.

Measure unit

Abbreviation of selected stock unit.

Net weight (kg)

Weight of article without package. This weight is used the function Calculate product weight. It enters only on basic unit.

Gross weight (kg)

Weight of appropriate stock unit of article with package. This weight is used during the calculation of item's weight and than document.

Capacity

Space for entering of a capacity of stock unit. Field uses only to records, it isn't used by standard.

Capacity unit

Specification of the field Capacity.

Integer unit

During the using of this field and unit in sale item / purchase item will be control if entered value is integral. If it isn't, than an option for rounding up or down to the nearest integral value will offer to user. Integers is controlled in production too.

Default for purchase

By checking this field the stock unit is automatically set after articles selecting in the Purchase item. The field can be checked only in one item. If the flag is cancelled in any item, it will be automatically set in a basic unit.

Default for sale

By checking this field the stock unit is automatically set after articles selecting in the Sale item. The field can be checked only in one item. If the flag is cancelled in any item, it will be automatically set in a basic unit.

Default for production

By checking this field the stock unit is automatically set after articles selecting in the Job card item. The field can be checked only in one item. If the flag is cancelled in any item, it will be automatically set in a basic unit.

Default for transfer notes

By checking this field the stock unit is automatically set after articles selecting in the Transfer notes item. The field can be checked only in one item. If the flag is cancelled in any item, it will be automatically set in a basic unit.

Default for internet shop

By checking this field the stock unit is automatically set after articles selecting in the Internet shop item. The field can be checked only in one item. If the flag is cancelled in any item, it will be automatically set in a basic unit.

Block the unit / Unblock the unit

If you do not want to use any stock item for this article card, you can block it. The unit will be neither offered nor displayed, if the button Blocked units is not on. Blocking will automatically cancel possible checking of Default units fields at the same time and will display the flag .

On a blocked unit the button will be changed to the Unblock the unit button. This operation can be executed only on the last entered unit with an appropriate unit of measure.

Save as New One

This button enables to save actually edited unit as a copy and it blocks the original unit at the same time. It is very suited to use this function especially if the ratio of a unit changes to a basic unit, because the correction of a previous unit would cause very important change of existing documents.

Bar code

The table of bar codes enables to register the various bar codes to various units of an one Article card. A new code is inserted by pressing Ins key in the table. For the code, we also register, whether it is used for EDI or whether it is a default bar code. This information is used in the web shop when exporting the articles for price comparators.

Supplementary article numbers

It serves to define other identification data for the given article card. It can be "Product Number" (P/N), that is also often displayed in i-shops and it serves to search for e.g. an appropriate spare or alternative part.

Serial no. records

If this field is activated, then the items with this article in the stock documents and job cards have to contain serial numbers, otherwise the program will not allow to confirm a document.

Detailed description of the serial numbers is stated in the Purchase and Sale Shared Elements - Serial numbers chapter.

Auto

This value enables to create automatically the serial numbers when confirmation of a receipt card. Detailed meaning is stated in the Purchase and Sale Shared Elements - Serial numbers chapter.

Batch records

By checking this field, the batch will be required in all stock documents items.

Auto

If this option is activated, batch for receipt items: positive item of receipt card, negative item of job card, header of job card, is automatically created when confirmation the stock document.

Location records

A location serves to a detailed stock structure. If in an Article card the Location records field is activated and on the 1st page of an appropriate stock the Location records field is activated at the same time, then the location is required on all stock documents.

Auto

If the option is activated, then there is a proposal of location for the receipt of article to the warehouse. Location for the item is proposed at the time of inserting the article card into the receipt item.

Release notes: location is proposed according to the optimal location defined for warehouse / zone / Business year (the 4th page of the article, Article/warehouse data table).

Receipt cards, transfer notes: location is searched according to the existing inventory of the specified article card at first, if an article is not found at any location, then according to an optimal location, which is defined for warehouse / zone / period.

A rule, that a proposal for a location takes a current location load into account, it means that it is compared, whether a location capacity will not be exceeded by the receipt of a current item, always holds.

Contract code records

If in an Article card the Contract code records field is activated, then the stock record will be calculated for the contract codes. At the same time, it is necessary to activate the Contract code records option on the 1st page of the appropriate stock.

Electronic weight

Electronic weight is used in the bar codes where the weight is coded.

Do not show article names

By checking the Do not show article names field, you define that in the documents, where the article is, only the text, that is entered in the Description field (on an item of purchase or sale) or in the Name field (on an item of a transfer note or on a job card) is displayed. Otherwise the text will be understood as a supplement of an article name.

Currency

If the field is not checked, you insert the prices in a basic currency. If this field is checked, you insert the prices in a selected foreign currency. After checking/deselecting the recalculation will be automatically executed between the basic currency and a selected currency according to a entered rate.

The currency is considerate when selecting of a suited supplier price when calculation of a Purchase price by the Recalculate article price.

Purchase price

Estimated purchase price excluding VAT.

Purchase cost

Cost associated with the acquisition of articles (e. g. transport, premium, commissions etc.). They are given either as a percentage of the purchase price (the absolute value of the purchase cost will be automatically derived from the purchase price and from defined percent) or in absolute value. This field is used to compute the costs associated with the acquisition of articles.

Field value will be entered into the PC field (planned incidental costs) when inserting article into the purchase item.

Sum

The sum of Purchase costs and Purchase price appears automatically. In the Article card is only displayed.

Pl. stock price

This field does not calculate K2 IS, but a user can enter it.

If the invoice price (price of invoice in) is unknown when incoming of article, then the value of this field is entered into the receipt card as a receipt price. A price from this field serves for product praising too, if you price the products by a fixed stock price.

The field is updated by Recalculating of stock prices (it is possible to enter it by a sliding price, last price, etc.), at products and semi-finished products by Recalculate products (it calculates the price on the basis of the routing variant).

The last price

The price of the last confirmed invoice in that has confirmed a receipt card for this article too (at least 1. confirmation).

Sliding price

Article sliding price for an accounting warehouse. It is calculated as the current quotient of the value of article on the stock in the client currency and the quantity on the stock. It displays the value from an accounting stock which includes a basic (physical) stock, that is currently defined in the Articles book by the user, or the value from the warehouse, that has the activated Default accounting option.

It is also updated by the Stock recalculation function.

Note: When the available quantity in the stock is zero, the value of a sliding price equates to a price of the last moving (because of a correct price making).

Overheads

In this field you can enter a surcharge (a production overheads) that serves for production evaluating absolutely or in percent. This also enters into the calculation of the stock price of the product according to the specified costing model (see the Master data of production module - Article - Article category chapter).

Nomenclature

The field you fill only in the article cards that subjects to an excise. In the field you select a six-digit code under that it will be stated in an excise return. This code has attached the excise rate. The excise rate is stated in relate to an unit of measure that is specified in law on excise and this unit has to be stated as the one of the alternative stock units in the Article card, otherwise K2 IS declares an Error.

The defined value and associated excise rate are automatically copied into the purchase and sale item.

Concentration

This field is filled only in Article cards, that subjects to excise tax on alcohol (you enter the percentage content of alcohol in the product in decimal number form, i. e. 40 % enter as 0.40) or excise tax on beer (enter the number of whole degrees Plato).

SCP

Classification issued by the Czech Statistical Office. It serves to ensure international comparability of statistical indicators.

Customs Tariff

The Customs tariff code list is described in detail in the Basic code lists and supporting modules K2 - VAT rate / Customs tariff chapter.

Duty

This field serves only for displaying of the percentage amount of duty.

UM for Intrastat

It displays the unit of measure for Intrastat. The value is filled in the Customs tariff code list. This field can not be edited, it is possible only in the Customs tariff code list.

Basic unit /unit

The ratio of unit of measure of Instrastat to the basic unit is assigned.

Note: If the value remains zero, then it will warn on this fact during the Intrastat calculation and the appropriate article will not be loaded into the Intrastat. If the given card does not enter into Intrastat, then the value can remain zero.

Country of orig.

To the Article card you can assign country of origin that can have continuity in the Purchase and Customs module.

Account

Account from the accounting classifications. It is filled in the cards of Other than goods type.

Tax type - purch.

Tax type that will be filled into the purchase item.

Tax type - sale

Tax type that will be filled into the sale item.

Posting Kind

Kind according to that the articles will be posted on the stocks. You can edit this field if there is no stock movement on the Article's card in the business year, that is blocked for changes in accounting.

Note: This field was created from the field Category on the 1st page of the Article card. For the needs of production, it is necessary to distinguish more Article categories, while for the needs of accounting, just fewer categories is enough.

Cost Centre

The cost centre that will be filled into the purchase or sale item.

Contract Code

The contract code that will be filled into the purchase or sale item.

Device

The device that will be filled into the purchase or sale item.

Planning group

The selection from a code list that you can define. This field is used for products and semi-finished products separation to various groups for planning. This separation is possible to use in the Capacity plan script (plan_capaplan.pas) where by GroupByPlanGroup parameter you can display requirements for source separated according to the planning groups.

Example: The product A is produced in the source Line 1 and has defined the planning group A. The product B is produced in the source Line 1 too and has defined the planning group B. The requirements for this source that result from the cards booking to the product A and B are then divided in the capacity plan according to these two planning groups.

Officer

It enables to assign e.g. a responsible person to the article, it is a link to the Officers book. After selecting of this articles into the document the data will be copied to the item.

Zero price

The zero price is used for "simulated" cards e. g. for Other than goods items. After checking of this field zero will be entered in the stock and selling price of created documents.

Selling price acc. to
batches

If on the 1st page of the Article card the Batch record field and Selling price acc. to batch are checked simultaneously, it is ensured that the final selling (invoice) price is the price according to the batch edited according to the defined price and product groups. In their definition the value Relative has to be checked. The condition is to have checked this field by an appropriate batch too (1st page of the Batches book), what occurs automatically according to the setting of this field.

Negative stock level allowed

By checking of this flag the negative states are allowed in stock records.

Note: It is not recommended to allow it for the goods that is normally purchased and sold. It is used e. g. at any Article cards used in production.

Do not create SAD

By checking of this flag it is impossible to create SAD. That means if you create e. g. SAD from invoices in, then the SAD will not been created for these invoice items that has this flag on.

Customer price in product group

You check this field if you define customer price in a product group in a customer card and you do not do the recalculations of the Price groups and Customer prices. In this case the customer price will be found directly in the definition of a product group regardless if down on the 5th page of an Article is this price calculated.

Do not create Intrastat

Checking this checkbox forbids to create Intrastat for the specified article. If an article is in an invoice, which comes into Intrastat, then an article, in which this field is checked, does not come into Intrastat.

Check amount for RC system

It is checked in Articles cards, which subject to reverse charge system in the case, that the tax base amount exceeds 100.000 CZK.

Created by

Date and time of creation of the Article card and an user who createdthe record.

Changed

The date and name of the user who made the last change.

Variant

A default (basic) routing alternative of a product. Alternative will be entered according to the setting of Default value in alternate routing. Or vice-versa, by setting of an alternative to this field the activation of a value Default in the routings will be adjusted. By invalid of a default alternative in the Alternate routings book the value in this field will be deleted.

Copy

Setting, which routing variants will be copied when copying the article cards by F6 key.

• No variants: when creating a new Article card by copying, no routing variants will be copied from the default card
• Default variants: when creating a new Article card by copying, only default routing variants will be copied from the default card
• Valid variants: when creating a new Article card by copying, all valid routing variants will be copied from the default card

Show blocked routings

Invalid Alternate routings are not default displayed. Activation of this value you can display them.

Price/UM

Price of breakdown item. This field is not used in standard, it servers for special edits of program.

Supplier

Supplier.

Unit

The field for a stock unit setting to which the price applies.

Quantity

Quantity of articles from which above (including) the supplier price is valid. Default quantity should be equal to zero.

Suppl. code

It is marking an article used by supplier.

Description

In a Description field you can set the next comment to this article.

Changed

The date and a user name who made the last change of the record.

Routing variant

Some articles delivered can have more routing variants. It can serve for user identification.

Code 1

Possibility of setting any code. Serves for user identification.

Code 2

Possibility of setting any code. It serves for user identification.

Joint Contract Code

It indicates contract which the supplier price related to.

Currency

The currency in which the price is specified. If the field is not set, the price is in a basic currency.

Date

This field is useless in the IS K2.

Product group

Product group is relevant only if you edit the multipliers of a price or if you want to set supplier price rounding. Product group is assigned to a specific supplier. You select the product group from the book Supplier product groups. Here you can define a new product group by pressing F6 key (or Ins) or change (including multiplier values) whichever product group by F5 key. After selecting a product group the multiplier values will be automatically entered into the appropriate fields. Set rounding applies on calculation of the field Rebate-adjusted purchase.

Multipliers

Multiplier means a figure that provides the possibility to take into consideration various variances of supplier prices (discounts,... - multiplier <1; transport, surcharges >1 etc.). For each product group, you can specify four such factors that are further reflected in the net purchase price of articles. Multiplier values are set in book on the 1st page of Supplier product groups card.

Supplier's net, gross price

By entering data to this filed you state which initial price is valid for appropriate product group per one stock unit. This is a price that the supplier has in his price list. Net price will be automatically recalculated to Supplier's gross price according to VAT rate defined in the Article card.

The same calculation is valid vice versa too - after setting Supplier's gross price the Supplier's net price will be calculated.

Note: It the supplier is stated as an optimal on the Article card (Opt. suppl. on the 1st page of the Article card), supplier's net price will take to an appropriate Article card as Purchase price (the 2nd page of Article card) after conversion (function over the filter of goods Article prices recalculation - Purchase price).

Rebate-adjusted purchase price

Rebate-adjusted purchase price is calculated from the Supplier's net price multiplied by all four multipliers. Correspondingly Gross purchase price is calculated from Supplier's gross price. A Rebate-adjusted purchase price is automatically entered into an order. Purchase prices only display in a form.

Delivery time

According to the provided data from supplier you fill the delivery time.

Purchase in sets of

Value indicates after which sets the goods can be taken from a supplier. You fill a field according the supplier data. For example script Create POs for requested goods works with field standard.

Min. purch. qty.

Value states minimum quantity which is possible to take from a supplier. You fill a field according the supplier data. For example script Create POs for requested goods works with field standard.

Available

Here you can fill the quantity of articles that is in the supplier warehouse. You proceed from supplier's provided data.

Note: If you change unit of measure in the field Stock units, than the data in this field will display according to new selected unit of measure.

Unit

Selection of unit of measure for entering/displaying the quantity in fields for min. and max. quantity.

Min. quantity

Minimum quantity which has to be on stock. Field activation and entering the quantities is of great importance for Coverage (see the Coverage of article demanded subchapter), and for some functions and output reports (for example Creating orders for demanded articles).

Max. quantity

Maximum quantity which can be on stock. Field activation and entering the quantities is of great importance for Coverage (see the Coverage of article demanded subchapter), and for some functions and output reports (for example Creating orders for demanded articles, Stocktaking / stock articles).

Dead stock (days)

Checking of the field Dead stock (days) activates pursuance of the dead stocks for appropriate article card. Given number of the days influences some output reports (for example Dead stock stocktaking).

Validity to

After the entered date, all data, which are necessary for logistical evaluation (Daily stocks, Turnover, ABC analyses) are transferred to calculations for a successor card. It means, that daily levels in stocks and daily levels of sale after this date are included into a calculation of turnover and into ABC analyses of a successor card.

Successor

It serves for entering the successor card. Data of the predecessor card after validity of predecessor card are counted into the evaluation of this card (Daily stock, Turnover, ABC analyses).

Whse.

Warehouse, which the set data relate to.

Zone

Warehouse zone, which the set data relate to.

Month from, Month to

Period (range of months), for which the set data are valid.

Optimal supplier

Optimal supplier for the entered combination.

Optimal location

Optimal location of the article for the entered warehouse / zone / period combination. Description of the rule for adding the location into a receipt is stated in the Basic data of article chapter, Location - Auto field.

Minimum stk. level, Maximum stk. level

Minimum and maximum allowable quantity for the entered combination warehouse and period.

Dead stock, Minimum, Maximum

The meaning of these fields is identical with the settings, which is valid for the Article card in the middle part of a form.

Negative stock level allowed

By activation this option, negative stock level is allowed for the entered data combination.

Date

Initial date of the price list validity. The field serves to define a date price validity.

Valid to

The last possible date of the price list validity. The field serves to define a date price validity.

Name

Name of an appropriate price list.

Currency,
Purchase price,
Purchase cost, Sum,
Stock price, Overheads, VAT

In the case of current price, these fields are prefilled from corresponding fields on the 2nd page of the Article card. You can edit the values, the appropriate fields on the 2nd page of an Articles card will be simultaneously updated. In the case of a date price, this update will not be performed.

Margin

In this field you select an appropriate margin or you can define a new one (see Margin subchapter).

Sale in foreign currency

By checking this field the selling prices and price group will be recalculated according to the specified currency and rate.

Net sell. price /
gross sell price

Selling price is the basic price, on that a creating the final prices in the individual price groups depends. It is entered manually or it depends on inserted input price and margin. Switching between Net and Gross prices is performed by the button 'n/b', which is accessible in Browse mode and Change mode too.

A name of the field Net sell. price or Gross sell. price informs us about which of the prices is currently displayed. After pressing the button 'n/b' the displayed prices will be switched within the prices groups.

Product group

You select an appropriate product group in the field (see the Product groups subchapter). After filling the Product group field and completion of a work with the form, the query, if you want to recalculate the price groups, will be displayed. The prices for price groups, defined within the product groups, will be written into the lower part of the 5th page of Articles card.

Name

Margin name.

Input price

An input price is a basic price which corresponds to the calculation of a selling price. You have 8 possibilities:

• Purchase price - purchase price on the 2nd page of Articles card.

• Net purchase - price defined on 5th page of Suppl./Cust. card in the Rebate/adj.pur.pr. field.

• Net supplier's - price defined on 5th page of Suppl./Cust. card in the Net supplier's field.

• Sliding - price in Sliding price field on 2nd page of Articles card.

• The last - price in The last price field on 2nd page of Articles card.

• Selling - the selling price of Price list preparation form (see Price list preparation chapter). But the price refers on itself so this option isn't too much importance in creation of a price list.

• Stock - price in Stock price field on 2nd page of Articles card.

• Actual - price in Actual price field on 2nd page of Articles card.

Margin

Level of margin entered absolutely or in percent (by checking flag %).

Margin from above

If you count price from above, i.e. you subtract margin, you will check the field Margin from above.

Example: Input price is 100 GBP and margin is 20%. If you count margin from below, than selling price is 120 GBP. If the field Margin from above checked, than the selling price 125 GBP.

Min. margin and Max. margin

The fields can affect some output reports. Standard IS K2 doesn't use it.

Purchase cost

You mark this field in case, that you want the purchase costs, inserted on the 2nd page of Article card, will be entered to calculation of selling price.

Duty

If you want the duty, inserted in customs tariff on the 2nd page of Article code, enter to the selling price, you will mark this field.

Excise Tax

This field hasn't got use in currently IS K2.

Currency

By the Search field you select the currency in which the price should be counted and displayed. It is counted according to an actual rate.

Price Grp.

By checking the field Price group you define that the entered price will refer to a price group.

Note: If you check the field Price group, the field for entering customer will be inaccessible.

Customer

By checking this field you define that the entered price will relate to selected customer - the so called customer price.

Note: If you check the field Customer, the field for entering price group will be inaccessible.

Quantity

The minimum quantity of articles, from which (including) the entered price is valid.

Attention: When entering the quantity is suitable to cover the whole interval, i.e. e. g. in a different price since 10 pc to create 2 records: for 0 - p and for 10 and more. Otherwise the price according to price category will be entered for less quantity.

Surcharge

In this field you set a surcharge amount or discounts (if you set negative sign) that will be added to the basic price. The surcharge you can set either by an absolute amount or in the percentage.

The basic price

If you want the price of a given price group to be based on a price of another price group, you fill this field by selecting from Prices group book.

Relative

By checking this field the price is zero in a current display (in a Change mode) and it is calculated according to a specified percentage or amount up to define of an article into a sale item. In this case the same field is checked when displaying the price by the Article prices form on the 5th page in the lower part of Articles card.

Deduct % of margin

During the turned on the option the percent of a surcharge, entered in the field Surcharge, is deducted from the selling price. It concerns only to the prices group.

Example: You have a basic selling price 100 GBP and surcharge for the price group -10%. Resulting selling price for the price group than will be 90 GBP. After checking the field Deduct percent of margin the resulting price will be 90,91 GBP. (Amount 100 GBP isn't 100% but 110%).

Rounding

During the calculation of the price groups the programme executes rounding the prices according to the given algorithm:

(Price + Constant, Order) + Baťa

Note: "Price" is a selling price edited about surcharge.

Constant

Constant is an amount which will be ascribed to a selling price edited about a surcharge. It serves to rounding up or down (thus not mathematically).

Order

To the field you enter how many places you want to rounding. It is possible to enter not only the decimal numbers, but also rounding off to units, tens etc.

Bata constant

If you want that a resulting price ended by concrete number, you can enter amount to this field. This price ascribes to the price.

Example: If you want to have the final prices set as Baťa's, that means the prices has to final by nine, than during the pricing you will enter rounding on the tens (the field Order) and to the field Baťa number "-1". Than the value "-1" will deduct to the calculated selling price.

Round gross prices

By checking the flag you ensure rounding a gross prices according to set algorithm, that means, set rounding in the left part of a form, relates to the gross prices.

Currency

By checking you enable to enter the price in foreign currency which is selected on the Article card. Recalculation between the currencies executes by a course from the Article card.

Excl. excise tax

Current IS K2 doesn't use the field.

Do not recalculate

By checking this field you set that the appropriate price should not be recalculated when price groups/customer prices recalculating. Theirs value will stay the same, the percentage of displayed surcharge will be adjusted. Check mark is transferred into the Article prices form when creating this record, a later change here and in the Article prices form will not reflected in the next - bundled form.

No.

Number of a price group, which it is necessary to enter manually. Two price groups can not have the same number. Number can not be changed additionally. Number has meaning if the client parameter Unsorted price groups (see Clients parameters (2nd page)) is not activated.

Name

Name of a price group.

Description

A brief description of a price group.

Base price

The price is not changed when recalculating. The field has the same function as the field Do not recalculate in the Product group item form.

Local price

The price is not transferred to the branches.

Do not show

The price group is not displayed after calling the Article prices form by pressing F7 key on the Article card.

Currency

The currency in which the price is specified. If this currency is the same as the basic currency, it does not fill.

Price Group

A price group from which the price will be unfolded. If you check the field for price groups the field Customer will be inaccessible.

Customer

You select a costumer for who this price will be valid. If you check the field for a customer the field Price groups will be inaccessible.

Unit

The prices that are displayed in the lower part of the form are related to a selected unit.

Valid from quantity

Quantity of articles from which above (including) the price is valid. After setting an appropriate quantity the field Valid from amount will be calculated by multiplying the fields Valid from quantity and Net price.

Attention: When entering the quantity is suitable to cover the whole interval, i.e. e. g. in a different price since 10 pc to create 2 records: for 0 - p and for 10 and more. Otherwise the price according to price category will be entered for less quantity.

Valid from amount

The field is automatically filled depending on the value of the field Valid from quantity.

Base price

A price group on which depends the surcharge. If the field doesn't completed, surcharge relates to a Selling price from the 5th page of the Article card.

Actions

This field is useless in the IS K2.

Relative

By checking this field you enable to calculate the price when using it. A relative price is defined by a percent of a Basic price and its concrete value (how it would be calculated at the moment) is displayed in a Browse mode. If the field is not checked, it deals with an absolute price which amount is fixed at the moment of inserting and it remains the same unless it is changed manually or calculated in bulk.

Routing variant

The routing variant of a product or a semi-finished product for that the price is valid. This field can serve for user identification, the standard of K2 does not work with this field when price formation and inserting prices in the documents.

Code 1

Possibility of setting any code. It serves for user identification.

Code 2

Possibility of setting any code. It serves for user identification.

Net price

Net price automatically enters after filling the field Article as a selling price from the Article card. Here it is possible to set other price than is given on the Article card. Change will take effect in the fields Valid from amount, Gross price and Percentage price.

Note: If a foreign currency is entered in the field Currency, an amount in this currency is entered in the right part of the field Net price. Recalculation of the foreign currency executes according to the current exchange rate.

Gross price

Net price automatically enters after filling the field Article as a selling price from the Article card as well, after of adding an appropriate VAT rate. Change of Gross price will take effect in the fields Valid from amount, Gross price and Percentage price.

Note: Way of display gross price corresponds with display net price.

Percentage price

The percentage price indicates the percentage to be added to the original selling price defined on the Article card or to the price according to the price group specified in the Basic price field. You can set the percentage price with a negative sign, the original selling price will decrease. If you set the percentage price, the field Valid from amount, Net price and Gross price will change.

Do not recalculate

By checking this field you set that the price will be entered manually and it should not recalculate. The price is not deleted neither in that case when price recalculation you check the Delete current price groups/customer prices field.

Quantity in

The amount of income (positive movements in receipt documents)

Quantity in - cr. notes

The amount of income in credit notes (negative movements in release documents)

Quantity out

The amount of outputs (positive movements in release documents)

Quantity out - cr. notes

The amount of outputs in credit notes (negative movements in receipt documents)

Movement

Calculating into the summation of turnovers

Receipt by a receipt card

positive value on the receipt page

Release by a release note

positive value on the release page

Receipt by a release note

negative value on the release page

Release by a receipt card

negative value on the receipt page

Name

The parameters name.

Description

The description that can be exported e. g. to the e-shops as a explanation of a content of a parameter.

App. field

A working description for a better orientation among the similar parameters, it can briefly summarize the parameter setting.

Unit

The link to the code list of unit parameters. If it is filled, it has to correspond to the record from a code list.

Keywords

For option of export to the e-shops.

Data type

The kind of an expected value. Text, Integer number, Decimal number, Date, Time, Field from article card are offered. If the number is selected, the next field is displayed where you can define a number format. In the case of the Field from article card option the next field will be displayed too, where you have to select to which field or note the parameter will refer from an Article card. You can use a linkage field too, in this case the link is indicated by semicolon. The link to a note type is written as "P@type" of a note, also e. g. to a business text you link by "P@DH".

Selection from code list of values

The option provide a possibility to display to an user the list of predefined values.

Par. value required

If a parameter is obligatory, the Article card, where this parameter is inserted by the Classification, can not be saved without filling of a parameter value. This applies only to users who have the right to fill in the parameter values??.

Value is defined in batch or in requested parameters

By this option, it is not allowed to define parameter values on the "P" page. For distinguishing the particular deliveries of articles or production lots, enter values directly in batches. Parameter is not valid for Articles in general.

Batch type is also internally saved in batch. Class, with the parameters including "Value is defined in batch or in requested parameters" flag, will be generated with new batch type when each relevant change of Class (i.e. items), or parameters (flag, data type). Without this flag, the old batches would report inconsistency in this case.

Default requested parameter

Parameter with this option will be implicitly inserted when newly created requested parameter on purchase/sale item on Parameters tab. This option is active only if the Value is defined in batch or in requested parameters option is checked.

Do not copy from req. parameters into batch

Parameter with this option will not be transferred from the requested parameters into the batch when its creating (e.g. by confirmation a receipt card) and it will not be displayed on "P" page. This option is active only if the Value is defined in batch or in requested parameters option is checked. This parameter can be used as auxiliary parameter when definition of multidimensional quantity.

Keep requested parameter at item split

This option of parameter causes, that at purchase/sale item split, the value are copied into a newly created set of the requested parameters.

It is recommended to check this option for the parameters, values of which we do not want to loose at item split. Vice versa at the parameters, that expressly require the new entering of values when splitting an item, this option may not be checked, but we recommend for such a parameter check the Par. value required option, so that the document with the empty value will not be confirmed when the new value will not be entered.

List of values allowed

It enables to select and mark more values, that the Article card fulfils, from the list of predefined values. This possibility is useful e. g. if you want to create for cameras the list of supported picture formats. In the predefined values you define all known and used picture formats and then at a concrete camera you mark all these that the camera can create or process.

Checked reference

It solves the possibility for users to write another than predefined value, in a selection from the predefined values. In the case of enumeration the control is obligatory, that means it is possible to select values only from the list.

Export to web

It serves for ignore or placing of a parameter in the export to the e-shops.

OLAP

Option enables to export the parameter values as OLAP dimensions.

Abbr., Name

Identification of configuration, obligatory abbreviation and name.

Period type

Period count

These fields determine per how long period the data for the value calculation on the date of turnover calculation are loaded.

Note: The date on which the inventory turnover is calculated, can be set in turnover calculation.

Selection

Selection into Sale items for determining the range of data (items, that will be processed). It is not necessary to set the selection. If the selection is not selected, items from the confirmed release notes for the appropriate warehouse (set in the Warehouse field) are loaded.

Date field

Date field according to which the time competence of the record will be determined. If the selection is not specified, then the confirmation date of release note ("DatP" field) is automatically evaluated. If the selection is specified, the user has to choose some date field.

Warehouse

Warehouse, which we calculate the inventory turnover for.

Calculate in stock prices

When activating this option, turnover ratio will not be calculated from quantitative values but from stock prices (Turnover in stock prices / Average accounting value of inventory).

Last calculation

The last date, on which the given configuration has been calculated, is displayed here.

Verify SQL query

It verifies the validity of configuration settings - specifically, whether the valid date field is defined in the case of specifying the selection.

Date

The date on which the inventory turnover will be calculated. In the case of calculation with recurrence, it is setting of the date of the first calculation. If Last day of month option is activated when setting of calculation recurrence, then the specified day is ignored, only the month and year are taken account.

Calculation recurrence

Recur

Setting of Calculation recurrence. The first calculation of turnover is performed on the specified date, the last calculation then on the last possible date before the actual start date.

Every

Here define the frequency of recurrence. It is possible to choose day, week, month as the period type.

Last day of month

It determines that the turnover is always calculated on the last day of month.

Example: We calculate (annual) turnover and we always want to have it on the last day of month. Set the date 01/01/2014. Set the recurrence to 1 month. Activate this option. The first calculation will be performed on the day 31/01/2014, the second on the day 28/02/2014, etc.

Calculation scope

All configurations

If this option is activated, all configurations will be calculated.

Configuration

By using Configuration button (in the bottom part of the form) it is possible to select the list of configurations for the calculation.

Service card

An assigned article card, which has a defined variant of routings of product repair.

Service classification

An assigned service classification with parameters, which will be in the Parameters tab on the service sheet.

Guarantee for final customer:

Length of guarantee period. If a customer has not a filled Id-No. on the Suppl./Cust. card, this length of a guarantee period is preset into the sales items and then it serves to take account of a type of service (Warranty/Post warranty) in the case of a creating a service sheet over a sale item.

Guarantee for firms:

Length of guarantee period. If a customer has a filled Id-No. on the Suppl./Cust. card, this length of a guarantee period is preset into the sales items and then it serves to take account of a type of service (Warranty/Post warranty) in the case of a creating a service sheet over a sale item.

Name for i-shop

Unique article name, by which the article will be called in i-shop.

Group for i-shop

Article group to assign the article into i-shop.

Short description

Article description, which is displayed in detail and in catalogue of articles directly under the article name.

Note

Note - it is not published.

Availability

Count of days, that will be displayed in the case, that the article is not available. Only record from the Availability book, which has the entered delivery time in days (Availability field) will be used in a web shop. If the term is not entered, "On the way" text or icon is displayed for the given article.

Stock level - text

Text definition, which should be displayed in specific stock level. It is possible to suppress the texts in bulk by checking the Display real stock levels check box in a web shop settings.

Original price

Original price entered in this field is displayed/hide in the article detail in dependence on the flag Display "original price" in Web shop setting - Article catalogue. Price is entered without VAT, in web shop it is displayed according to the setting of displaying prices with tax or without tax.

Language

Fields language, for which the whole text and values are entered.

Do not show in i-shop

If it is checked, the article will not be displayed on i-shop after recalculations.

Transport

Check this field in the case, when it is the Article card representing transport. The designation allows not to transfer the cards in order created as a copy of another order - then transferred only cards of Articles.

Payment

Check this field in the case, when it is the Article card representing payment. The designation allows not to transfer the cards in order created as a copy of another order - then transferred only cards of Articles.

Hot deal

Icon for Articles in hot deal will be displayed in i-shop.

New in

Icon for New in is displayed in i-shop.

Free shipping

Icon for article with Free shipping will be displayed in i-shop.

Our tip

Our tip icon is displayed for this article in i-shop.

Not for sale

Icon, that the article is not for sale, is displayed in i-shop.

Discount

Icon, that there is the discount on the given article, is displayed in i-shop.

Sale

Icon, that the given article is on sale, is displayed in i-shop.

Second-hand item

Icon, that it is the second-hand article, is displayed in i-shop.

Coming soon

Icon for article, that will be assigned to the offer of i-shop, is displayed in i-shop. It will be probably combined with Not for sale option.

Abbreviation

Abbreviation of a text

No.

Record number

Language

Language of fields' texts

Name

Name

Description

Description

Quantity from

The definition of a stock availability, from that the text on i-shop should be displayed.

Text expression

Text that is displayed on i-shop

F7

Displaying the prices of the concrete article for individual price groups in the Article prices form in Browse mode. You can select a customer who customer prices should be displayed for. The function reflects neither the data prices nor the checked option Customer prices in product group.

F8

The function for making a record invalid/valid. Making records invalid means that in the Book state, the cards are not visible and are accessible only in Evaluation filter off on on. A red check mark is visible on the 1st page of the card on the right side next to the Abbr 1 field.

Alt+F3

Displaying an implicit variant of a routing.

Alt+F10

On 0th, 6th, 8th page, there the Set period and stock form, in which you define a Period and a Warehouse, is displayed.

On the 7th page in the Browse mode, there the Set period and stock form, in which you define a period, is displayed.

Ctrl+Enter

The 1st page of the Suppl./Cust. card will be displayed on the 4th page in the Browse mode.

Ctrl+F3

If the Location record is checked (the field on 1st page of the Articles card), the overview of a concrete Article according to the Location on a selected Warehouse will be displayed on the 0th page.

Ctrl+F4

If the Batch records is checked (the field on the 1st page of the Articles card), the Batches book, in which an overview of the individual batches, which are registered at articles, on a defined Warehouse is shown, is displayed on the 1st page.

Ctrl+F5

If the Contract code record is checked (the field on 1st page of the Articles card), the overview of the individual contract codes of a concrete article on the selected warehouse will be displayed on the 0th page.

Ctrl+F6

On the zero page, it calls Article wizard, which displays the status of the article on a stock in the decomposition on the Auxiliary Stock Records - a Batch, a Contract Code, a Location.

Ctrl+F7

The Serial numbers in stock book for a current article is activated on the 0th page. The history of a serial number is displayed on the 1-History tab.

Shift+F2

It calls the Dispatcher function on the 0th page. Further description is stated in the Production - Planning and production supply - Dispatcher chapter.

Shift+F4

On the 0th page, it activates the BOM decomposition function, which serves for creating a filter of items from a product routing. The items, according to the conditions entered in the form, are filled into a filter. At least one field from the fields Obligatory items, Supplements or Substitutions have to be activated.

Routing variant

Selection of a routing variant.

Filter of categories

It limits a BOM decomposition only to entered categories.

Categories

After pressing this button, the Article categories book, where by using Ins key, you can enter the article categories, which you want to display in the evaluation filter of article, will be open.

Obligatory items

All items from a routing, besides the substitutions and supplements, will be added into the evaluation filter of article.

Supplements

Supplements will be added into the evaluation filter of articles.

Substitutions

Substitutions will be added into the evaluation filter of articles.

Go through all levels

It will go through all levels of a routing, it means routing of subassemblies too.

Products and subassemblies

Apart from inputs, also product and subassemblies will be added into a filter of articles. Otherwise, only inputs will be added.

Add to filter

It adds articles compliant to the specified parameters into the existing filter.

Create filter

It creates a new filter with the articles compliant to the specified conditions.

Shift+F5

On the 0th page, there the Coverage of an Article demanded for individual firms (customers (on the 1st page)) and for the individual warehouses (2nd page) is displayed (see the Coverage of article demanded subchapter).

Shift+F6

This key combination switches the displaying of the Amount and the Quantity on the 8th page of the Articles book (see the stock card).

Shift+F7

The Stock levels form and the information about where (on which Warehouse) and in what quantity the currently marked article is located, are displayed on the 0th page. In the Article book, there you can also change position by pressing Grey Plus and Grey minus keys as well. If you mark a row with a different Warehouse than it is displayed in the Articles book, after pressing the Enter key, you will switch to this Warehouse. For better orientation, you can also sort the Warehouses according to their abbreviations.

Shift+F10

It will call the User sorting book.

It displays the selection of options for displaying of individual documents on the 6th and 7th page of the Article card.

Alt+Shift+F4

A filtering of properties of individual batch types (see the Articles - Batches chapter).

Ctrl+Shift+F4

A filtering of properties of batches of the selected Article (see the Articles - Batches chapter).

Alt+Ctrl+Shift+F4

Properties of the search batches over the whole Articles database (see the Articles - Batches chapter).

Ctrl+Alt+F5

The function enables to select Status of an article card.

Change record

It enables the bulk change of data of the 1st and 2nd page of the selected articles cards. Check the fields, which you want to change, in Bulk change of articles form. For every selected field, set a value, which you want to have defined on an individual articles cards. The checked option Delete from filter performs deleting records from filter after launching this action.

Change VAT rate

This function enables to change a VAT rate on the Article card with a validity from a specific date.

Picture: The Change VAT rate form

Make records invalid

Function for a bulk making records invalid with a simultaneous deleting the records from filter.

Make records valid

Function for a bulk making records valid with a simultaneous deleting the records from filter.

Change access right to an entry

Assignment of the group of rights for browsing and changing the selected cards. These cards can be browsed and changed only by the users who have been assigned to the appropriate group of rights. Other users see only crosses instead of cards. The access rights to an entry are assigned on 4th page of the Users book.

Insert note

It adds a note of the same type into the selected records. It simultaneously executes a deleting the records from a filter. Notes are selected from the Kinds of notes book.

Delete note

It performs deleting the selected notes from the selected records. The further description is stated in the Basic functions - Module Menu Functions - Form chapter.

Change status

It enables the bulk change of the Status field at the selected records.

I-shop

It enables the bulk change of data of the "E" page of the selected articles cards. Check the fields, which you want to change, in the Change Internet shop parameters form. For every selected field, set a value, which you want to have defined on an individual Articles cards or which you want to remove from the cards.

Nett / gross prices

It affects displaying of Article prices on the 5th page of Article card. For this function you can use the Ctrl+Alt+B keys combination.

Last price, Add incidental costs

Last price from the 2nd page of an Article card will be added into the planning stock price. If the Add incidental costs option is activated at the same time, then the last Incidental cost from the purchase item ("CFLastCosts" field in the Article) are also added.

Sliding price,
Purchase price

The appropriate price from the 2nd page of an Article card will be added into the planning stock price.

Price of optimal supplier

Price from the supplier price list of the optimal supplier (price list for the given article on the 5th page of the appropriate Suppl./Cust.card, espec. price list on the 4th page of Article card for the optimal supplier) is added into planned stock price.

Price of opt. suppl. (rebate-adjusted)

Net price from the supplier price list of the optimal supplier (price adjusted by multipliers) is added into planned stock price.

Purchase cost

Purchase cost from the 2nd page of Article card are also added to the selected price.

Supply also zero price

Required price will be supplied into a pl. stock price, even if it is zero.

Create date prices

It creates or updates date selling prices. In the case, that the date selling price already exists, stock price in the definition of this price will be recalculated. In the case, when the date price does not exist, it will be created. The selling price remains unchanged.

If this option is activated, then stock price on the 2nd page of article card is not recalculated.

Purchase price

It recalculates the purchase price on the 2nd page of Article card according to the price of optimal supplier. If in the card the currency is saved, the first found price that is defined in the same currency will enter. If this price does not exist, a price in a basic currency or a first founded price will enter.

Supply rebate-adjusted purchase price

It recalculates the purchase price on the 2nd page of Article card according to the price of optimal supplier that is edited about multipliers. The Purchase price field has to be checked.

Selling price

It recalculates the selling price on the 5th page of Article card either according to a selected margin or according to margin that is set on 5th page of Article card. However it does not recalculate the prices of individual group prices and customer prices.

Margin

The selling price will be recalculated according to this margin. This margin is not entered into the price, only the value will be calculated according to this margin.

Price groups

Either the prices of selected price groups (if the Price group from - to field is checked in this form) or the prices of all price groups (if the Price group from - to field is not checked in this form) will be recalculated. The customer price will not be recalculated. If any of following fields is checked, only these price groups will be recalculated whose values match the specified values.

Currency

These price groups will be recalculated that are set in the a defined currency.

Price group from - to

You select the interval of price groups of which the price recalculation will concern.

Do not recalculate

By checking of this field the prices that has checked the Do not recalculate field in the Article prices form will be recalculated. All recalculated prices will have set this field according to the definition in a Product group.

If you check the field Value in addition, then each new recalculated price will have checked the Do not recalculate field according to the value that is selected in a code list.

Delete current price groups

Before you run recalculation the prices for price groups from the bottom of the 5th page of the Article card will be deleted. If the field is not checked, the prices that should have loaded according to the current (recalculated) definition will overwrite. The prices that are not replaceable remain unchanged - they will be against the definition in addition.

Customer prices

The customer prices will be recalculated. If the customer price proceed from a certain price group, you have to check the Price groups field.

Do not recalculate

The meaning is analogous as for the price groups, i. e. as a definition if the records with checked the Do not recalculate field and respectively which value should be set in the new prices.

Customer

Currency

Only the records that are in accordance with the entered values will recalculate in these fields.

Delete current customer prices

The actual customer prices will be deleted that means all prices related to customers in the bottom of the 5th page of the Article card.

Create data prices

A data price will be counted - its Selling price, Price groups or Customer prices. If the Date from and Date to is identical with any price that is already created, its values will change. If any of the data (From or To) is different, a new data price is created.

Currency

You select the currency if you want the defined customer price in a different currency as well.

Customer

You define the customer whose prices you want to recalculate.

Quantity

You define the quantity to which the recalculation will relate to. If you set a different quantity than is in the defined customer prices, a new customer price will be created.

Base price

You select a price group from which it will be proceeded when recalculating. If you not enter a price group, it will be proceeded from a basic selling price on 5th page of an Article card.

Relative

If you check this field, the field Relative in the Article prices form will be checked after recalculation.

Surcharge

You enter the surcharge absolutely or as percentage (if you check the % field).

Create data prices

A data price will be counted - its Selling price, Price groups or Customer prices. If the Date from and Date to is identical with any price that is already created, its values will change. If any of the data (From or To) is different, a new data price is created.

Planed stock price of product

According to the selected costing model, it appreciates the default routing variants of recalculated products/semi-finished products. It enters the price into Pl. stk. price / UM field on the 1st page of variant. If the Recalculate all variants option is activated in the form, then it recalculates stock price in all routing variants.

Price of the default routing is also added into Pl. stock price field on the 2nd page of Article card.

If calculation lot is defined in the routing variant (filled Calc. lot field), then this quantity is taken into consideration for the calculation of unit planned price.

Example: Routing is defined for amount of 1 pc of a product. It contains materials in the value of 10,000 GBP and overheads independent on the produced quantity in the value of 1,000 GBP. The unit planned price is 11,000 GBP. If batches are produced by 5 pcs (the calculation lot), then the planned stock price for one product is 10,200 GBP (10,000 GBP x 5 pcs + 1,000 GBP overheads / 5).

Selling price of product

According to the selected costing model, the selling price will be counted from selling prices of items of the default routing and it will be entered to the 5th page of Article card in so called current price (price where the date is defined in "0.00.0000" format ).

Product weight

According to the selected costing model, it counted the weight of the default routing variant of the recalculated products/semi-finished products. Weight will be entered into the Weight / UM field on the 1st page of the variant. If the Recalculate all variants option is simultaneously activated, then it recalculates the weight in all routing variants.

Weight from the default routing is also entered into the Net weight (kg) field for the basic stock unit of an Article.

Costing model

The selection of a costing model according to which the final value will be calculated. If you do not define a costing model, the recalculation will run according to a costing model that is defined on the Article category card (for a stock and selling price according to CM - planned; for a weight according to the CM - weight).

Recalculate all variants

If this option is marked, all routing variants will be recalculated and appropriate values will be entered in these routing variants, in a case of Recalculate planned stock price and Recalculate a product weight. Function does not recalculate variants, which are invalid or blocked for the selection.

Go through all levels

Option can be activated when running recalculation over one article card or over the cards indicated by asterisks. Active option ensures a recalculate of all production tree levels - further description above in an introduction of description for this function.

Create data prices

If the Selling price of product option is activated, it will create and load a date selling price for the recalculated products. From the loaded items, only a date price with a validity from-to, which is identical with the creating date price for a product, is taken account. If the Date from and Date to are consistent with some price that already exists, the price is only recalculated. If any of the data (From or To) is different, a new data price is created.

Current prices - date prices

It serves for recalculation of a date price according to a current (common) price. In this field you enter a data price that you want to recalculate (both dates have to be identical), respectively that you want to create (If at least one date will be different from the existing date price).

Date prices - current prices

It serves for recalculation of a current price according to an entered date price. If this variant is used, the options Delete current prices and the fields in the Copy section have a relevance.

Delete current prices

When recalculating the date prices to the current prices (i. e. the field Date prices -> current prices is checked) the current price groups will be deleted and substituted with date price groups.

Copy

You can define which items should be copied when recalculating of prices.

Note: It is valid for a recalculation of the date prices to the current prices only!

Change date to date

It serves for change of Date from and Date to of the date prices. That means that you can change all date of a date action by this way.

Delete from date to date

It enables to delete date prices that are valid in a defined interval.

Process No.: CIS008, ZAK007

Report ID: SCIS017

File: ZB_CEN01.AM

Report description: Articles price list.

Address in the tree: [Sale/Processing of sale orders] [Basic data] [Prices] [Price lists]

DisplZer - Yes

Yes - display as zero.

ShowDealCat - Yes

Yes - price groups will display.

ShowInEuro - No

Yes - conversion to EUR according to current rate will display.

ShowNonArticle - Yes

Yes - item other than goods will display too.

Process No.: CIS007

Report ID: SCIS056

File: ARTICLEPICT.AM

Report description: An article catalogue with information about a price, quantity in a stock and an ordered quantity. The displayed price corresponds to the current selling price for a price group or for a customer according to the setting of the Price group, Firm and Currency field in the bottom panel in the Articles book. (Price can be displayed in the Price group column ("CFDealC")).

If the article has got an image preview, picture of the article will be also displayed.

Address in the tree: [Sale/Processing of sales order] [Basic data] [Articles] [Lists of articles]

ConclusionText

Text at the end of report.

HideDescription - No

Yes - it hides a text above the picture.

MainTitle

The main title of report.

PictureFolder - PICTK2

Picture type.

ShowAmount - Yes

Yes - it displays current quantity in a stock.

ShowOrder - Yes

Yes - it displays current ordered quantity.

ShowPrice - Yes

Yes - it displays information about a selling price. No - it does not display a selling price of an article.

SubTitle

Text under the main title.

Process No.: CIS007

Report ID: SCIS028

File: ZB_SKE09.AM

Report description: Articles turnover for the selected time interval. Output can be printed in prices or in quantity. Internal turnovers (transfers within one warehouse or between warehouses of one summary warehouse during processing over summary warehouse) are not loaded.

Address in the tree: [Sale/Processing of sale orders] [Basic data] [Articles] [Stock levels]

[Purchase/Processing of purchase orders] [Basic data] [Articles] [Stock levels]

OtherUnit - ' '

Abbreviation of stock unit for evaluation. Parameter is important only if the value of "UnitType" parameter is set on 5. If Article card has not this unit, it is evaluated in basic unit.

ShowBatches - No

Yes - turnovers of batches will display.

Show_prices - No

Yes - data in prices will be displayed; No - data in the quantity will be displayed.

ShowZeroItem - No

Yes - goods with zero turnover will display. Note: Cards with zero turnover and zero opening level are never printed.

UnitType - -1

Type of stock unit for evaluation. It corresponds to Unit code list on the 0th page of Articles book (the bottom panel). Default value "-1" means processing according to the setting in Article card.