Abbr 1

The Abbreviation 1 on the 1st page of the Article card.

Lang. Name

The name on the 1st page of the Article card.

Category

The Category from the 1st page of the Article card.

Available

The number of the Article units that is available in a warehouse at the moment. Article will get into Available by confirming the stock documents:

• confirm a Receipt Card (positive item);
• confirm a Release Note (negative item);
• confirm a Transfer Note;
• confirm a Job Card (product, negative item).

Note: In the case of two document confirmation, the quantity stated on 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, the program will indicate the available levels of Articles in some of the company's warehouses to the User - in this case, the icon will appear in the column.

Assigned

Number of Article units that is blocked for a particular customer, branch, or production. However, this quantity is still physically in stock. The blocking occurs if the Article is located on a Release item of an unconfirmed stock document. By the type of blocking, we distinguish the following:

• a positive item on a Release Card;
• an item of interim warehouse Job Card with the release flag "v",
• a positive Job Card item with the release flag "v".

Confirming the document will automatically deduct the quantity of units from Assigned, while the article is no longer physically in stock.

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

Note: Articles on internal Transfer Notes within a warehouse are not blocked (do not enter to the Assigned). If You want to treat the internal Transfer Notes as interim Transfer Notes, you can activate the Client parameter Count Internal Transfer Notes to Assigned.

Note: 2: The value in the column is not affected by the set Plan Type (the Plan Type field in the bottom part of the screen), as it is not being calculated from the document items, but from the stock records.

Reserved

The number of Article units which is necessary to be ensured for a customer, a branch, or for production. The Article might not be available at the moment and it is important to order or produce it. Otherwise, the Article is in a warehouse and a customer (branch, production) asks for it. However, the reservation is not blocked for the customer. Depending on the nature of the request, these are items on the following documents:

• a Reserving Card item;
• a negative Job Card item with reservation flag "r";
• an item of interim warehouse Transfer Note with reservation flag "r".

The displayed values are independent of the selected period. The quantity read from the Job cards and Reserving Cards is independent of the warehouse, but respects the display settings of your own companies. For the quantity loaded from the Transfer Notes, the warehouse is respected.

Note: The quantity from the documents, whose Plan Type is selected in the lower part of the screen in the Plan Type field, is loaded to the column (the description of Plan Types is in the chapter Basic Code Lists and Supporting K2 Modules - Plan type).

Note: 2: Items of internal Transfer Notes with the "r" flag are not counted into Reserved. Free Reserving Cards are also not counted.

Ordered

The quantity of Article units that is ordered by suppliers, branches, or that will be produced by their own production. Depending on the nature of the request, these are items on the following documents:

• a Purchase Order item issued without a Receipt Card;
• an item of interim warehouse Transfer Note with reservation flag "r";
• a product item on a "Planning" Job Card with the active option Realization;
• a negative Job Card item with the reservation flag "r".

The displayed values are independent of the selected period. The quantity read from the Job cards and Reserving Cards is independent of the warehouse, but respects the display settings of your own companies. For the quantity loaded from the Transfer Notes, the warehouse is respected.

Purchase Orders: Issuing an unconfirmed Receipt Card to a Purchase Order item will deduct the quantity from Ordered and will add it to the In Receipt column. The quantity will be moved from In Receipt to Available only after confirming the Receipt Card.

Confirmation or cancellation of a Purchase Order is then treated as a cancelled request to purchase and the quantity will be removed from the column Ordered.

Note: The quantity from the documents, whose Plan Type is selected in the lower part of the screen in the Plan Type field, is loaded to the column (the description of Plan Types is in the chapter Basic Code Lists and Supporting K2 Modules - Plan type).

Note: 2: The items of internal Transfer Notes with the flag "r" are not counted into Reserved.

Note: 3: In the book, you can also see a column showing the ordered quantity only from the Purchase module (ignoring the quantity of a Transfer Note and production) - this is the field Ordered Purch. ("OrderedPurchCalc" / "OrderedPurchUMCalc").

In Receipt

Contains the quantity from Receipt items of unconfirmed stock documents:

• a positive Receipt Card item;
• a negative Release Note item;
• a negative Job Card item with the release flag "r";
• a product item of "normal" and "completion" Job Card;
• a Job Card item with the release flag "r".

Received

Number of Article units received by the first confirmation of the stock document.

Dispatch

Number of Article units issued by the first confirmation of the stock document.

Available (CFAvailable)

Number of Article units available on a contract code "-". It is a "free" availability. If the contract code records are not tracked (article, warehouse), the value is the same as the classic Available column (CFDisp).

Offered

(OfferedCalc, OfferedAUCalc)

The number of Article units (in the case of the OfferedAUCalc field also in alternative units) that is found on non-realized offers (in offered items).

Coverage Status

Displays the value of coverage status requirements on given goods. Its value is calculated as follows:

• Disposition + Ordered + In reception + Internal reservations - Reservation - Minimum of warehouse

Internal Reservation

The level of internal reservations for products. Internal reservations are defined by the items of internal Sales Orders with a Reserving Card and without a Job Card with Realization. Closer description is provided in the chapter Internal Sales Orders - Internal Reservation for Production.

Warehouse

Current warehouse which are all the information taken from. The data about Article statuses that you can see on the screen are from a current warehouse. Abbreviation of a current warehouse is displayed in the upper blue bar on the screen too.

You can change the current warehouse in this field or by pressing the Alt+F10 keys. The Display Interval form, where you can set a period and a current warehouse in the Warehouse field, will be displayed this way.

Price Group

It affects the display of selling prices in the Price Group ("CFDealC") column - the column is not displayed by default.

When you enter the appropriate Price Group, it will show a valid selling price for the given Price Group. If there is no existing selling price for an article in the given Price Group, the price in accordance with the Unsorted Price Groups parameter settings will be displayed.

Company

It affects the display of selling prices in the Price Group ("CFDealC") column - the column is not displayed by default.

When you set the selected company, the Price Group applied for its given supplier will appear. Displaying a Customer price has a priority over displaying a Price Group. If the Customer price of an article of this company does not exist, the price of a selected Price Group will be displayed in the Price Group column.

Currency

It affects the display of selling prices in the Price Group ("CFDealC") column - the column is not displayed by default.

When you set currency, the selling prices (for the set Price Group or customer) defined in the given currency will be searched for. If such price exists, it will be displayed. However, if such price does not exist, a price in accordance to the rules described in the Price Group and Company fields will be applied, and this price will then be recalculated into the rate of the requested currency.

Unit

Unit that is selected in this field affects values in columns that display the quantity of articles (e.g. Reserved, Ordered,...). A unit into which the article is calculated will display in the UM column.

In this field, you can select a basic unit, a default unit for Purchase/Sale, a unit for production, a unit for Transfer Notes, or a specific unit of measure (value "other" and unit selection from the displayed menu). The values for Article cards that do not have the required unit are displayed in the basic unit.

Plan Type

The selection of a plan type from Plan type code list. The quantity for Ordered and Reserved fields will be calculated according to the Plan Type. A detailed description is provided in the Basic Code Lists and Supporting K2 Modules - Plan Type chapter.

The button for coverage setting. Coverage setting influences the loading of records in the Coverage of Demanded Articles function. This setting influences the loading of requests 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: The term abbreviation has an analogous meaning either in the Suppl./Cust. or in Articles  database.

Abbr 2

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

Name

Field for entering a complete article name.

Number

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 entered article.

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

Type

Article Type. Obligatory detail.

Non-stock items

For non-stock items a stock level is not counted. By conversion you can count only turnovers.

Packaging

It works as a stock item, it is only always valued at fixed prices (i.e. the accounting part of the Stock recalculation function does not process these cards, the physical part of the conversion does). The turnover record is calculated for packaging regardless of the Customer / articles records option in the Client Parameters.

Breakdown

When inserting a "Breakdown" card into the purchase, sale, transfer notes and job card documents, the article card itself is not inserted into the document, but the cards that create the items of this card are inserted.

For purchase, sale and transfer notes documents, you can define a breakdown items on the 3rd of Articles tab in Breakdown Items section.

The breakdowns for production you define in the Alternative routing book. The article card of "Breakdown" type should have its own alternative in a Routing variant book and items of breakdown entered as routing items for usage in the production.

Example: You can create e. g. a Computer card and you can define the list of articles on the 3rd page which you sell under the name Computer (e.g. monitor, keyboard, mouse). When you insert this card to sales order, a list of articles from the 3rd page is inserted, but the Computer card is not inserted into the document.

Article breakdown

Apply the same rules to cards of the "Article breakdown" type as to cards of the "Breakdown" type, with the difference that, in addition to the items of breakdown, the card itself is also inserted into the documents.

Example: You can create e. g. a Computer card and you can define the list of articles on the 3rd page which you sell under the name Computer (e.g. monitor, keyboard, mouse). When you insert this card to sales order, a list of articles from the 3rd page, including the Computer card, is inserted.

Discount

This value had got its meaning in the lower versions of K2 IS.

Master card

An article card used for e-shop. The article card with this type is important as superior article card for various article variants. Article card with this type cannot be inserted on documents, the information on the availability is the sum of the subordinate variants.

Stock item

Stock items have got the influence on 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: A record from the Groups code list cannot be deleted if the given group is already used on Article card.

Article code

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

According to the article code it is possible to divide articles 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

VAT rate code list.

Category

Article category is the key code list for production. It is important for differentiation the article into materials, performance, semi-finished products, products, etc. Each type of article has different properties that determine its behaviour in production. You can set the category options on the 1st page of Category card.

In types, you can also define calculation formulas for calculating the prices of products and semi-finished products.

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

On the Article category it is possible to preset auxiliary stock records for articles cards.

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

Brand

Brand or article producer. You can select both the a record from the code list and enter any name.

Packaging

Packaging with the article card. When you insert the article into the document, the packaging card is inserted into the document automatically.

Opt. suppl.

Here you can set an optimal supplier, that means a 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.

Packet type

Packet type defines the possible methods of transport by which the articles can be shipped, including the weight limit for each method of transport. This field is mainly used for e-shop.

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.

In addition to the basic stock unit, also other units having a certain ratio to the basic unit can be listed on each Article card. 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 other stock units, we recommend to use the smallest unit as a basic (first entered) unit.

Blocked units

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

No stock unit

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

Number

Unique number of stock unit. The user cannot influence this number. Unit with number = 0 is a basic stock unit. This fact is described at this unit too. The symbol "•" informs about basic unit in a flag column on the 1st page of Article card.

Unit of measure

Abbreviation is selected from the code list of units of measure.

Ratio basic / current unit

Ratio determines a quantity of basic units to one currently entered unit. Against the field Current unit / basic ratio is the inverted value, and after you change one of these fields, the second one is automatically calculated.

Cur./basic unit ratio

Ratio determines a quantity of current units being entered in one basic. Against the field Basic ratio / cur.unit it is in inverted value.The second value will be automatically counted after you change one of these fields.

Width, Height, Depth

Field for entering unit dimensions. The field is used only for records, it isn't used by the standard.

Dimension unit

Abbreviation of selected stock unit.

Net weight (kg)

Weight of article without packaging. This weight is used by the function Calculate product weight. It is entered only on basic unit.

Gross weight (kg)

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

Capacity / Capacity unit

Capacity of stock unit. Field is used only for records, it is not used by the standard.

Area / Area unit

Area of stock unit. Field is used only for records, it is not used by the standard.

Handling equipment

Assignment of handling equipment to the stock unit. By this assignment, we express how to handle with the appropriate unit in the warehouse by the personnel (e.g. the stockkeeper wears it in hand or has to use a trolley, etc.).

For each handling equipment it is also possible to determine the group of warehousemen to work with this technique. We do this on the 1st page of the dial in the Queue field (for example, the queue for handling equipment "truck", which is assigned to the storage unit "pallet", is queue "A", which workers are authorized to drive a forklift).

Integer unit

If you use this unit, you can not enter a decimal value in the items.

Default unit for purchase

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

Default unit for sale

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

Default unit for production

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

Default unit for transfer notes

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

Default for transfer notes

The warehouse unit default for Stocktakings is automatically preset when entering items into the Stocktaking lists, and Stocktaking processing is also performed in this unit (calculation of Stocktaking differences, creation of documents).

Default unit 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 unit. If the flag is cancelled in any item, it will be automatically set in a basic unit.

Quantity unit for i-shop

If this field is checked, it is possible to order the goods in the internet shop only in this quantity unit in the given ratio to the base unit. The field can be set only in one item.

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 displays 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. You can insert a new code by pressing Ins key in the table. The code also records whether you use it for EDI or whether it is the default bar code. This information is used in e-shop to export articles for price comparators.

Supplementary article numbers

Define additional identification information for that article card. It can be a "Product Number" (S/P), which is often displayed in the e-shops and is used to trace, for example, a suitable replacement or alternative piece.

Serial no. records

Serial no. monitoring in stock 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.

Note: The option can not be changed by default if there is a record in the stock records (non-zero Received or In receipt or Available or Assigned or Dispatch) for a article card.

Detailed description of 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

Batch monitoring in stock records. By checking of this field the batch will be required in all stock documents items.

Note: The option can not be changed by default if there is a record in the stock records (non-zero Received or In receipt or Available or Assigned or Dispatch) for a article card.

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

Location monitoring in stock records. Stock location record are counted only in warehouses, that have the Location records field enabled. In this case, the location entering is required on all stock documents.

Note: The option can not be changed by default if there is a record in the stock records (non-zero Received or In receipt or Available or Assigned or Dispatch) for a article card.

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

Contract code monitoring in stock records. Stock contract code record are counted only in warehouses, that have the Contract code records field enabled.

Note: The option cannot be changed by default if there is a record in the stock records (non-zero Received or In receipt or Available or Assigned or Dispatch) for a article card.

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 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 a job card) displays. Otherwise the text will be understood as a supplement of an article name.

Currency

Change mode:

Off: Prices are set in the base currency. By changing the rate, the amount in the base currency will not change, the amount in foreign currency will be recalculated.

On: Prices are entered in the selected foreign currency. By changing the rate, the amount in the base currency will not be changed, the amount in foreign currency will be recalculated.

By saving the Article card, you also save the settings (off / on) of this option.

Browse mode:

Activation / deactivation only temporarily shows the amounts (in / without currency).

The currency is taken into consideration when you select the appropriate supplier price in the Purchase price calculation 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.

The value of the field is set when the item is placed in the PC item field (planned incidental costs).

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 upon receipt of the article, then the value of this field is entered into the Receipt Card as a Receipt price. A price from this field evaluates the product, 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

Sliding price of article for an accounting warehouse. It is calculated as the current share of the value of the article in stock in CZK and the quantity in stock. It displays the value from an accounting warehouse where the basic stock that is actually defined in the Article book is included. Or a value from a warehouse that has the Default accounting option enabled.

It is also updated with the Stock recalculation function.

Note: With zero inventory availability, the value of the sliding price is equal to the price of the last move (for reasons of fair pricing).

Overheads

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

Nomenclature

The field you fill only in the article cards that subjects to an excise tax. 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 relation 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 you fill only in Article cards that subjects to a excise on alcohol (you enter the percentage content of alcohol in the product as a decimal, i. e. 40% enter as 0.40) or a excise on beer (you enter the number of whole degrees Plato).

CZ-CPA

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

Customs Tariff

The code list Customs tariff is described detailed 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 to be entered in the Customs Tariff. Fields can not be edited, change is possible in the Customs Tariff.

Basic unit / unit

Assign the ratio of the Intrastat unit to the base unit.

Note: If the value remains zero, then the Intrastat calculation will be notified of this fact and the article will not be loaded into Intrastat. If the card does not enter Intrastat, the value may 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 - purchase

Account from the accounting classifications. It fills in Non-stock cards, it is used on purchase documents.

Account - sale

Account from the accounting classifications. It fills in Non-stock cards, it is used on sale documents.

Account - sale consol. unit

Account, which you can apply to purchase documents, when on the 1 st page of Suppl./Cust. card is on the flag Company of consolidation unit.

Account - sale consol. unit

Account, which you can apply to sale documents, when on the 1 st page of Suppl./Cust. card is on the flag Company of consolidation unit.

Tax type - purch.

Tax type that will be filled in the purchase item.

Tax type - sale

Tax type that will be filled in the sale item.

RCS - Type of tax for purchase

If Check amount for RC system is enabled on the Article card, this tax type is automatically added to the Invoice item if the query "Do you want to set the tax type for RC system from Articles?" upon confirmation of the Invoice In. A more detailed description is stated in the documentation Accounting / VAT / VAT guide, import and export / Reverse charge mode.

RCS - Type of tax for sale

If Check amount for RC system is enabled on the Article card, this tax type is automatically added to the Invoice item if the query "Do you want to set the tax type for RC system from Articles?" upon confirmation of the Invoice Out.

Posting kind

The kind according to that the articles will be charged on the stocks. The field can be edited if there is no stock movement on the Article card in the period blocked for accounting changes.

Note: This field was created from the field Brand on the 1st page of the Article card. For the needs of production is needed to distinguish several types of goods, while for the needs of accounting just fewer species.

Cost Centre

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

Contract code

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

Device

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

Code 1

Arbitrary code. It serves for user identification. It will be filled in the purchase or sale item.

Code 2

Arbitrary code. It serves for user identification. It will be filled in the purchase or sale item.

Code 3, Code 4,

Code 5, Code 6

Another distinctive code. The fields (from Code 3 to Code 6) are available only in universal interface. They are not displayed by default. The method of inserting is described in the chapter ... It will be filled in 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: Product A is produced on the Line 1 source and has a defined planning group A. Product B is also produced on the Line 1 source and has a defined plan. group B. The requirements for this source, which result from the product Job Card A and B, are then divided in the capacity plan according to these 2 planning groups.

Officer

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

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 this flag the negative status are allowed in stock records.

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

Do not create SAD

It is impossible to create SAD by checking the flag. 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 prices in product group

You check this field if you define customer prices 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

By checking the flag, it is impossible to create Intrastat for the article. If the article is on the invoice entering Intrastat, then the good that have the field checked do not enter Intrastat.

Check amount for RC system

It will be checked on the Article cards, which are a subject to Reverse charge mode if the amount of the tax base exceeds CZK 100,000.

Created by

Date and time of the Article card creation and an user who created the 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

The settings, which routing variants will be copied during an article copying by F6 key.

• No variant: if you create a new Copy of Article card, no routing variant is copied from the default card
• Default variant: if you create a new Copy of Article card, only default routing variant is copied from the default card
• Valid variant: if you create a new Copy of Article card, all valid routing variants are copied from the default card

Show blocked routings

Invalid Alternate routings are not displayed by default. You can display them by activation this value.

Price/UM

Price of Breakdown item. This field in not used in a standard, it is used for special program modifications.

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 of an article used by supplier.

Description

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

Changed

The date and an 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. It 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 you select a product group, the multiplier values will be automatically entered into the appropriate fields. The set rounding is applied to the calculation of the Rebate-adjusted purchase price field.

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 the book on the 1st page of Supplier product groups.

Supplier's net, gross price

By entering data to this field you usually say which initial price is valid for an appropriate product group per one stock unit. This is a price that the supplier has in his/her 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 you set the Supplier's price into the Gross field the Supplier's net price will be calculated.

Note: If the supplier is stated as a optimal on the Article card (Opt. suppl. on the 1st page of the Article card), supplier's net price will be taken to an appropriate Article card as Purchase price (the 2nd page of Article card) after conversion (function over the filter of articles 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. Similarly theGross 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 indicate after which sets the goods can be take from a supplier. You can fill a field according of the supplier data. For example the script Create POs for requested articles works with this field standardly.

Min. purch. qty.

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

UM selection to enter/display the quantity in fields for min. and max. quantity.

Min. quantity

Minimum quantity which has to be on stock. If you update the field and given quantities, it has got importance for Coverage (see the sub-chapter Coverage of article demanded), some functions and output reports (for example moreover Create POs for requested Articles).

Max. quantity

Maximum quantity which can be on stock. Activating the field and specifying the quantity is important for Coverage (see the subchapter Coverage of article demanded), and some functions and output reports (e. g. Create orders for articles demanded, Stocktaking / Stock article).

Dead stock (days)

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

Successor, Valid to

Succession article card. The evaluation of this card (Daily reports, Turnover, ABC analyses) includes the data of the predecessor card after the expiration of the predecessor card - displayed in the Valid to field.

The data is only for browsing here. You can enter it on the successor card in the Predecessors overview sub-tab.

Warehouse

Warehouse to which the other data apply.

Zone

Zone of warehouse to which the other data apply.

Month from, Month to

Period (range of months), after which the set data is valid.

Optimal supplier

Optimal supplier for a given combination.

Optimal location

Optimal location of goods for a given store / 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.

Estimated releases of period

Sales / consumption estimate for prediction. If no model is found in the prediction calculation, or if there is insufficient historical data to calculate predictions, the future sale / consumption is given by this data. You can enter the value on a daily basis, for longer (week, month) inputs, you can choose the input for the simplified input (estimate).

Minimum quantity, Maximum quantity

Minimum quantity, Maximum quantity allowable quantity for a given combination of stock and period.

Lager, Minimum, Maximum

The meaning of the fields is the same as the settings for the Article card in the middle of the form.

Negative stock level allowed

If you activate the option, you will enable negative levels for the set data combination.

Date

The initial date of the validity of the appropriate Price list. The field is used for setting of a validity of a date price.

Valid to

The last possible date of a validity of a price list. The field is used for setting of a validity of a date price.

Name

Name of the price list.

Curr. (currency),
Purchase price,
Purchase cost, Sum,
Stock price, Overheads, VAT/CT

In the case of an actual price these fields will be pre-filled from the appropriate fields on 2nd page of the Article card. Values can be changed, the appropriate fields will be updated on the 2nd page of the Articles card at the same time. In a case of a data price the updating will not be done.

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

Net sell. price /
Gross sell. price

The selling price is the basic price, from which a creating of the final prices in the individual price groups. 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 which of the prices is currently displayed. After pressing the button n/b the displayed prices will be switched within the prices group.

Product group

In this field you select appropriate product group (see the Product groupsubchapter). After setting the field Product group and completion of work with the form the query, if you want to recalculate the price groups, will be displayed. In the lower part of 5th page of Articles card the prices for prices group which is defined within the product group will be inserted.

Name

Margin name.

Input price

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

• Purchase price - purchase price on the 2nd page of Article 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. The Optimal supplier field must be filled in for the given article card.

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

• The last - price from the The last price field on the 2nd page of Article card.

• Selling - selling price of the Price list preparation form (see Price list preparationchapter). But the price refers on itself so this option is not too much important in creation of a price list.

• Stock - price of the  Planned st. price field on the 2nd page of Article card.

• Actual - price of the  Actual price field on the 2nd page of Article card.

Margin

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

Margin from above

If you count the 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 is checked, than the selling price is 125 GBP.

Min. margin and Max. margin

The fields can affect on some output reports. K2 IS Standard does not 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 has not got a use in current K2 IS.

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 rates.

Price group

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

Note: If you check the field Price group, the field for entering of 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 the price group will be unavailable.

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.

Base 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 of 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 is just about prices groups.

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 of 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 of the prices according to the given algorithm:

(Price + Constant, Order) + Baťa

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

Constant

Constant is an amount which will be added to a selling price edited for 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.

Baťa

If you want the resulting price ends with a concrete number, you can enter amount to this field. This amount is added to the price.

Example: If you want to have the final prices set as Baťa's, that means the prices have 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 be deducted to the calculated selling price.

Round gross prices

By checking the flag you ensure rounding of 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 can enable the price to enter 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 of 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 of this record, a later change here and in the Article prices form will not reflected in the next - bundled form.

No.

A price group number that you have to enter manually. Two price groups can not have the same number. The number you can not change subsequently. The number is important when the parameter Unsorted price groups is not checked (see Client parameters (2nd page)).

Name

Price group name.

Description

Brief price group description.

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 branch.

Do not show

The price group is not displayed after displaying of Article prices form by pressing F7 key in 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 derived. If you check the field for price groups the field Customer will be inaccessible.

Customer

You can select a customer whom this price will be valid for. 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 of the fields Valid from quantity and Net price.

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

Valid from amount

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

Base price

The price group from whose price the surcharge is based on. If the field is not completed, surcharge is related to a Selling price from the 5th page of the Article card.

Action

The field has no effect on K2.

Relative

By checking this field you enable to calculate the price at the time of its use. A relative price is defined by a percent of Basic price and its particular 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

Routing variant of a product or semi-finished product for that the price is valid. This field is able for a user identification, K2 standard does not work with this field when price is created and inserted in documents any more.

Code 1

Possibility of code settings. It is important for a user identification.

Code 2

Possibility of code settings. It is important for a user identification.

Net price

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

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

Gross price

Also, the gross price is automatically set after you fill in the Articlesfield as the selling price of the Article card after adding the relevant VAT rate. The change of Gross price will take effect in the fields Valid from amount, Gross price and Percentage price.

Note: The way the price is displayed corresponds with the net price display.

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, and the original selling price will be decreased. If you set the percentage price, the field Valid from amount, Net price and Gross price will be changed.

Do not recalculate

Check to specify that the price is entered manually and should not be recalculated. The price is not deleted not even in the case when you check the Delete current price groups/customer prices field during the price recalculation.

Quantity In

Quantity of receipts (positive movements on receipt documents)

Quantity In - cr. note

Quantity of receipts on credit notes (negative movements on expense documents)

Quantity E

Quantity of expenses (positive movements on expense documents)

Quantity E - cr. note

Quantity of expenses on credit notes (negative movements on receipt documents)

Movement

Calculation into the sum of turnovers

Receipt by Receipt card

positive value on the receipt side

Release by Release note

positive value on the release side

Receipt by Release Note

negative value on the release side

Release by Receipt card

negative value on the receipt side

Name

The parameters name.

Description

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

App. field

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 in, it has to correspond to the record from a code list.

Keywords

For the export possibility to e-shop.

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, next field is displayed and you can define a number format there. In the case of the Field from article card option the next field will be displayed too, and you should select to which field or note the parameter would 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 can 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.

The value is defined on the batch or the required parameters

This option does not allow entering parameter values on the 'P' page. To distinguish individual article deliveries or production batches, you can enter values directly on batches. The parameter is therefore not generally valid for articles.

The Batch Type is also saved internally in the batch. The Classification with parameters containing the flag "Value is defined on the batch or the required parameters" will be generated by the new batch type with each relevant change of the Classification (i.e. especially items) or parameters (flag, data type). Without this symptom, old batches would report an inconsistency in this case.

Default required parameter

The parameter with this option will be inserted by default when the newly created required parameter is created on the P/S item in the Parameters tab. The option is active only if the option Value is defined on the batch or the required parameters is checked.

Do not transfer from the required parameters to the batch

A parameter with this option will not be transferred from the required parameters to the batch when it is created (e.g. by receipt confirmation) and will not be displayed on the 'P' page. The option is active only if the option Value is defined on the batch or the required parameters is checked. This parameter can be used as an auxiliary parameter when defining a multidimensional quantity.

Keep the required parameter when splitting the item

Selecting a parameter causes the values to be copied to the newly created set of required parameters when splitting the purchase/sale items.

We recommend to check the option for such parameters for which you do not want to lose their values when splitting the item. On the contrary, for parameters that explicitly require re-entry of values after splitting the item, this option does not have to be checked, but we recommend to check the Compulsory data option for such a parameter so that in case of omitting to enter a new value, the document with empty value is not confirmed.

List of allowed values

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 the list of supported picture formats for cameras. In the predefined values you can define all known and used picture formats and then at a concrete camera you can mark all these that the camera can create or process.

Checked linkage

It solves the ability for the user to enter a value other than the predefined value when selecting 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 helps to ignore or place the parameter in the export to the e-shop.

OLAP

This option provides the ability to export parameter values as OLAP dimension.

Blocked

Block / invalidate Class.

Multidimensional quantity support (VRM support)

If there is at least one formula for multidimensional quantity on the 3rd page of the Class parameters tab, then the program automatically activates this option. For a more detailed description of the meaning and use of a multidimensional quantity, see the Basic code lists and Supporting Modules K2 / Articles / Articles Methods / Multidimensional Quantities.

Lower value in the parameter value is better

It is not implemented

Higher value in the parameter value is better

It is not implemented

Parameter to distinguish article variants

Parameter to distinguish article variants on the 3rd page of an article card.

Do not show in internet shop

The parameter does not appear in e-shop.

Unit

Specifies for which stock unit the formula applies. In the case of activated option Valid for release or Valid for receipt the formula is used in the case of agreement stock unit with unit in the sale or purchase item. In the case of activated option Formula to determine coeff. the stock unit is important if the same unit is selected by the user in the Batch book - then the quantitative values (Disposition, Assigned) are recalculated based on the coefficient in batch.

Formula

Formula for calculating the value. Enter individual parameter identifiers (e.g. V67) to the field.

Variables for entering quantities

Here are those variables you need to enter on the Purchase / Sales item (in the Multidimensional quantity form that we call the Quantity button).

List of available variables

List of parameters, which a user has defined in the Class.

Formula to determine coefficient

If the option is enabled, then this formula calculates coefficient to convert the quantity between the base and the alternative stock unit. This coefficient is saved when a batch is created. It is always calculated regardless of the stock unit, the meaning of the unit input is described above for the Unit field.

Valid for release, Valid for receipt

This formula will be used for release or receipt, if the specified unit matches the unit in the sale / purchase item.

Service card

Assigned article card, which has the routing variants of product repair defined.

Service classification

Assigned service classification with parameters which will be in the Parameters tab in service toolbar.

Guarantee for the final customer:

Length of Guarantee period. If the customer does not have the Comp. Reg. No on the Suppl./Cust. card, the length of the guarantee is preset to the sales item and subsequently it is necessary type of service (Guarantee/ Post-guarantee) in the case you create a service sheet above the sales item.

Guarantee for companies:

Length of Guarantee period. If the customer has the Comp. Reg. No on the Suppl./Cust. card, the length of the guarantee is preset to the sales item and subsequently it is necessary type of service (Guarantee/ Post-guarantee) in the case you create a service sheet above the sales item.

Name for e-shop

The unique name of the article, which will be used to name the article in the e-shop.

Group for e-shop

Group of article to classify the article to e-shop.

Short description

An article description that informs what the product is about and why the customer should buy it. It is displayed in the detail in the product catalogue just below the product name.

Note

The text of note will be published in the detail of the article, in the pre-basket, basket and comparison.

Text at zero warehouse*

The text that will be displayed if the articles are not in stock and at the same time the Alternative text is not filled in. Texts can be suppressed in bulk with the Show actual warehouse statuses flag in the Web and E-shop settings.

Alternative text*

The text that is displayed when the warehouse status is specific. Texts can be suppressed in bulk with the Show actual warehouse statuses flag in the Web and E-shop settings.

Original price

The original price stated in this field is displayed / hidden in the article detail depending on the - flag Show "original price" in Web and E-shop settings - Catalogue of articles. You can enter the price without VAT, then it is displayed on the e-shop according to the settings for displaying prices without tax or tax.

Transport / Payment

The option will be checked in the case of an Article card representing transport / payment. The marking allows the cards not to be transferred to an order created as a copy of another order - then only the Articlecards will be transferred. At the same time, the articles marked in this way will be displayed on the e-shop even if they have a set zero price (regardless of the

Do not display articles at zero price flag in the Web and e-shop settings.

Abbreviation

Unambiguous identification of alternative warehouse status text

Number

Order number of record

Language

The language which the alternative texts of the warehouse are modified for.

Name

The name of alternative warehouse status text

Description

The description of alternative warehouse status text

Quantity from

Definition of stock level availability from which the text should appear on e-shop.

Text expression

The text which displays on e-shop.

Abbreviation, Name

Configuration identification, necessary abbreviation and name.

Data module

Select a data module to calculate the turnover. As a data source, you can choose:

• Sale (Sale items);
• Production (Production items);
• Logistics items (they contain items of all documents (purchase, sales, transfers, job cards), filtering as needed).

Type of period

Number of periods

These fields help you to set the length of a period for data loading for calculation of values by the date of analyses calculation.

Note: The date on which the turnover is calculated is set in the turnover calculation.

Container

The container from a selected data module to determine the range of data (items to be processed). If there is no container selected, all items are loaded with respect to the field filled in the Date field.

Recalculation of stock prices

If the option is activated, the turnover will not be calculated from the quantity values but from the stock prices (Turnover in stock prices / Average accounting value).

Date field

The date field according to which the time record option will be determined.

Whse

Warehouse for which we count the turnover. Summing warehouses can also be entered.

Note: The container for items is always automatically temporarily supplemented by a condition for the warehouse specified here. Therefore, it is not necessary to have a whse condition in the conditions of the used container. At the same time, however, the warehouse is used to calculate the average whse, so it must always be entered.

Last calculation

By the date, the configuration was calculated for the last time, is displayed here.

Test SQL Query

Verifies the validity of the configuration entry - especially whether a valid date field is defined when you enter the selection.

Date

The date, by which the analyses will be calculated. In case of repeated calculation it is important to set the date of the first calculation. If the selection The last day in a month is activated in a setting of repetition, then just the month and the year is important, not the day.

Repeat calculation

Repeat

Setting of calculation repetition. The first analysis is done by entered date, the last one by the last possible date before the current date of running.

Every

You can set the frequency of repetition here. You can select day, week, month as the type of recurrence period.

The last day of the month

Specifies that the turnover is always counted on the last day of the month.

Example: You can calculate the (annual) turnover and always want it on the last day of the month. We will set the date 1.1.2014. Repeat set to 1 month. Activate this selection. The first calculation will take place on 31/1/2020, the second on 28/2/2020, etc.

The extant of calculation

All configurations

By activating, you can determine the calculation of all configurations.

Configuration

By means of the Configuration button (in the lower part of the form) you can select the particular configuration for the calculation.

Delete history

Before calculating the selected configurations, the existing calculation records for the given configurations will be deleted.

F7

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

F8

Function for make invalid/valid record. Make record invalid means that in the Book mode the cards are not visible and are accessible only in All mode. Up on the 1st page of the card a red check mark is visible and next to the field Abbr 1.

Alt+F3

Display the default variation of the routing.

Alt+F10

On 0th, 6th, 8th page the form Set period and stock display where you define period and warehouse.

On the 7 the page in the Browse mode the form Set period and stock display where you define period.

Ctrl+Enter

On the 4th page in Browse mode displays 1st page of Suppl./Cust. card.

Ctrl+F3

It displays the Location book with information about the status of articles at the locations of the set warehouse (on page 0 for a specific Article card).

Ctrl+Shift+F3 (only universal forms)

Starts the recalculation of price lists for the Articles on which we are currently standing.

If the Article is included in a product group, product key or category for price lists, then the conversion adds the article to the current price lists that the product keys, groups and categories contain.

Ctrl+F4

It displays the book of Location with information about Article state on the individual batches (on page 0 for a specific Article card).

Ctrl+F5

It displays the book of Contract code with information about Article state on the individual codes (on page 0 for a specific Article card).

Ctrl+F5

It changes date of stock document from the currently marked line on the stock card (8th page).

Ctrl+F6

It displays the Stock wizard, which shows the stock status of the goods in warehouse in the decomposition to the auxiliary stock records - contract codes, batch, location and handling unit (on page 0 for a specific Article card).

Ctrl+F7

On 0th page the book Serial numbers in stock is displayed. The history of the serial number is displayed on the 1-History tab.

Ctrl+F11

Displays a form with all translated fields on the item. Translations can be changed using Line editing, or if it is a field with a description, you can use the form for editing text with a toolbar

Shift+F2

On the 0 page the Dispatcher function is displayed. Further description is stated in  Production - Production planning and supplying - Dispatcher chapter.

Shift+F4

On the 0 page the function BOM decomposition is displayed, that serves for creating of item filter from product routing. The container is filled with cards according to the conditions entered in the form. From Obligatory items, Supplements or Substitutions fields must be activated at least one.

Routing variant

Selection of a routing variant.

Filter of cat.

It reduces BOM decomposition only to the specified species.

Kinds

After pressing this button the Article categories book will be opened where you can insert Article categories that you want to display in the evaluating filter of article by pressing Ins key.

Obligatory items

In the container of article all routing items will add apart from substitutions and supplements.

Supplements

In the container of article the supplements will be added.

Substitutions

In the container of article the substitutions will be added.

Go through all levels

It scans all levels of routing variant, i. e. TP semi-finished products.

Products and semi products

In the Article container the products and semi-finished products will be added apart from inputs. Otherwise only inputs will be added.

Add to container

Articles that satisfy the defined parameters will be added in the existing container.

Create filter

A new container with articles that satisfy the defined conditions will be created.

Shift+F5

It will display the coverage of demanded articles (page 0) (closer description Coverage is in the Coverage of demanded articles chapter).

Shift+F6

On the 8th page of Articles book it switches display of the Amount and Quantity (see the stock card).

Shift+F7

On the 0th page the Stock levels form and information, where (in which warehouse) and the quantity of the Articles just marked, will be displayed. If we set the ruler on a line with a different warehouse than the one displayed in the Articles book, after pressing the Enter key, this warehouse will also be set in the Articles book.

Alt+Shift+F4

Filter the Batch parameters (see the Articles - Batches chapter).

Ctrl+Shift+F4

Filter the Batch parameters of selected Article (see theArticles - Batcheschapter).

Alt+Ctrl+Shift+F4

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

Ctrl+Alt+F5

The function allows you to select the Status of Article card.

Change Record

Enables edit in bulk data of the 1st and 2nd page of selected article cards. Checked option Delete from container performs deleting records from container after launching this action.

Rate

When changing the exchange rate, the setting of the Currency option on the Article cards is ignored, the change proceeds as if the option is turned off. This means that the values of the prices in the base currency do not change. There is only a recalculation of prices in the currency.

Note: To change the amounts so that it is respected whether the Currency option on the Article cards is enabled / disabled, use the action from the menu Form - Action - Change exchange rate with price recalculation.

Change of VAT rate

The feature allows you to change the VAT rate on the Article card with validity from a certain date.

Picture: Change of VAT rate form

Edit article/warehouse data in bulk

Allows you to add, change and delete records with data for selected warehouses (4th page of Articles, bottom table, the Article/warehouse data tab; e.g. minimum and maximum quantity for warehouses, optimal location, etc.)

Picture: Bulk edit of article/warehouse data, the Add action

Make records invalid

Function for bulk cancellation of the records with concurrent deleting of the records from filter.

Make records valid

Function for bulk cancellation of the records with concurrent deleting of the records from filter.

Change access right to an entry

Assign the group of rights for browsing and changing of selected cards. You can browse and change these cards only by the users that have the appropriate group of rights. Other users see only crosses instead of cards. The rights to record are allocated on the 4th page of the Users book.

Insert Note

A note of the same type can be inserted to the selected records. Concurrently executes deleting of the records from filter. You can choose notes from the book Kinds of notes.

Delete Note

It performs deleting of the selected notes of the appropriate records. These functions are described in Basic function - Module Menu Functions - Form chapter.

Change status

It allows to change the Status field of the selected entries in bulk.

I - shop

Enables edit in bulk data of the "E" page of selected article cards. The fields, you want to edit, you check in Change internet shop parameters form. For every selected field you set value which you want to entered on individual Article cards or you want to delete from the cards.

Add / Remove sorting key

The function enables to add / remove sorting key in bulk for selected records

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.

The last price, Add incidental costs

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

Sliding price,
Purchase price

The particular price from the 2nd page of Article card will be entered into planned stock price.

Price of optimal supplier

The price from the supplier's price list of the optimal supplier (price list for the given articles on the 5th page of the card of the relevant Suppl./Cust., or the price list on the 4th page of Articles for the optimal supplier card) will be added to planned stock price.

Price of opt. suppl. (rebate-adjusted)

The reb. adj. price from the supplier's price list of the optimal supplier (price adjusted by multipliers) will be entered into planned stock price.

Purchase cost

The purchase costs from the 2nd side of the Article card will also be added to the selected price.

Supply also zero price

Purchase costs will be entered to the planned stock price even if it is zero.

Create data prices

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

If this option is activated, then the stock price on the 2nd page of the 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

Recalculate those price groups that are set in the given currency.

Price group from - to

Select the price groups interval to which the price recalculation will be applied.

Do not recalculate

By checking 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 been loaded according to the current (recalculated) definition will be overwritten. 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 comes from a certain price group, you have to check the Price groups field.

Do not recalculate

It has an analogous meaning as for price groups, i. e. if records with the Do not recalculate check box are also to be recalculated and possibly what value is to be set in the new prices.

Customer

Currency

Only records that match the values entered in these fields are recalculated.

Delete current customer prices

It deletes the current customer prices which means all prices related to customers in the bottom of the 5th page of the Article card.

Create data prices

Data price will be loaded - 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 be changed. 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 can define a 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 defined customer prices, a new customer price will be created.

Base price

You can select the price group on which the recalculation will be based. 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 can enter the surcharge absolutely or in 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 be changed. If any of the data (From or To) is different, a new data price will be created.

Planed stock price of product

According to the chosen calculation formula, they will evaluate the defaults routing variants of recalculated products / semi-finished products. The price is entered in the Plan. stock pr. /UM on the 1st page of variant. If the Recalculate all variants option is activated, then a stock price will be recalculated in all routing variants.

The price of default routing variant is also entered in the Plan. stock price on the 2nd page of the Article card.

If calculation base is defined in the Routing variant (the Calculation base field is filled in), then this quantity is taken into account for the calculation of unit planned price.

Example: RV is defined for a quantity of 1 piece of product. It contains materials for CZK 10,000 and overheads independent on the quantity produced in the amount of CZK 1,000. Unit planned price is then CZK 11,000. However, if you normally produce batches of 5 pieces (calculation lot), then the planned stock price for one product is CZK 10,200 (CZK 10,000 x 5 pieces + CZK 1,000 overhead / 5).

Selling product price

According to the selected costing model the selling price will be recalculated and entered on the 5th page of Article card in so called current price (price where the date is defined in a format "0.00.0000").

Product weight

According to the selected calculation formula, calculate the weight of the default routing variant of the recalculated products / semi-finished products. The weight is entered in the field Weight (kg) / UM on the 1st page of the variant. If the Recalculate all variants option is activated, then a weight will be recalculated in all routing variants.

The weight from the default RV is also entered in the field Net weight (kg) for the basic storage unit of the Articles.

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 the option is marked, all routing variants will be recalculated and appropriate values in these variants in a case of Recalculation of planned stock prices and Recalculation of weight will be entered. The function does not recalculate variants that are invalidated or blocked for selection.

Go through all levels

The option can be activated when you start the recalculation over one item card or over the cards marked with an asterisk. The activated option ensures the recalculation of all levels of the production tree - a more detailed description is above in the introduction to this function.

Create data prices

If the Product Selling Price option is activated, it creates and calculates date selling price for the recalculated products. Of the calculated items, only the date price valid from-to the same as the created date price for the product is taken into consideration. If the Date from and Date to is identical with any price that is already created, its price will be changed. If any of the data (From or To) is different, a new data price is created.

Current prices - date prices

It recalculates a date price according to a current price. In this field you can 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 recalculates a current price according to an entered date price. If this variant is used, the option Delete current prices and the fields in the Copy section will be important.

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 changes 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 - displays price groups.

ShowInEuro - No

Yes - displays conversion to EUR according to current rate.

ShowNonArticle - Yes

Yes - displays either Non-stock items.

Process No: CIS007

Report ID: SCIS056

File: ARTICLEPICT.AM

Report's description: Catalogue of articles with information about the price, stock level and ordered quantity. Displayed price meets the current selling price for the price group or customer according to the settings of the Price group, Company and Currency fields in the bottom panel in the Articles book. (The price can be displayed in the Price Group ("CFDealC") column).

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

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

ConclusionText

Text at the end of a report.

HideDescription - No

Yes - hide text over the picture.

MainTitle

Main title of a report.

PictureFolder - PICTK2

Type of picture.

ShowAmount - Yes

Yes - displays the current stock level.

ShowOrder - Yes

Yes - the current ordered quantity.

ShowPrices - Yes

Yes - displays information about selling price. No - do not display information about selling price.

SubTitle

Text below the main title.

Process No: CIS007

Report ID: SCIS028

File: ZB_SKE09.AM

Report description: Goods turnover per selected time interval. Output can be printed in the prices or in quantity. Internal turnovers (transfers within one warehouse, or between warehouses of one summation warehouse when processed above the summation warehouse) are not counted.

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

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

CurrentWarehouse - Yes

Current warehouse. It is important when the summation warehouse is set. Yes - data is printed for the summation warehouse as a whole. No - data is printed for each physical warehouse belonging to the summation warehouse separately.

OtherUnit - ' '

Abbreviation of stock unit for evaluation. This parameter is important only if you set the "UnitType" parameter to 5. If the Article card does not have a given unit, it is evaluated in the base unit.

ShowBatches - No

Yes - turnovers of batches will display.

Show_prices - No

Yes - data in the prices will display; No - in quantity.

ShowZeroItem - No

Yes - articles with zero turnover will display. Note: Cards with zero turnover and zero initial state are never printed.

UnitType - -1

Type of stock unit for evaluation. It meets the Unit code list on zero page of the Articles book (lower panel). The default value "-1" means processing according to the settings in the Articles book.