Create material article

Application

First, in the directory tree in the required material catalog, mark the material group for which you want to create a new material article. Then open the context menu with the right mouse button and select the entry New… or click on in the menu.


Select the entry new material and confirm with [OK].


A new entry is created in the directory tree under the selected product group.


Enter the following information on the right-hand side of the screen:

Details tab

On the tab Detail Enter the following information for the material item that is marked in the directory tree.

Material no.
Assign a unique material number for the article. With internal catalogs, you can define a number range for the material catalog.

Designation I
Enter a short name for the material item. This is used in the directory tree to display the article.

Designation II
If necessary, add an addition to the short description that will be used when the article is transferred to the Preliminary calculation one position can be used.

In the program parameter Takeover of material decide how the designation of the part service is put together when a material article is included in the Preliminary calculation a position is accepted. When creating an article for an internal material catalog, description I and description II are automatically transferred to the long text.

matchcode
If necessary, assign a company-internal matchcode for the article. You can use matchcodes in the material search to find material articles quickly. The matchcode should be kept short and sweet.

supplier
The supplier of the material article is transferred to the Preliminary calculation a position and can be used to quickly create price inquiries in the module Procurement be used. The default supplier is that you click on the catalog on the tab Supplier address have set. By clicking you can define an individual supplier for each article.

Order no.
If necessary, store the order number of the article with the supplier. The order number can differ from the material number.

EAN
If necessary, save the European Aarticle-Nnumber of the article at the supplier.

purchasing price
The purchase price that you defined for the material in pricing is displayed.

If the purchase price is 0,00, the text "on request" is displayed.

Rounded net sales price
The rounded net sales price that you defined for the material in pricing is displayed.

If the rounded net sales price is 0,00, the text "on request" is displayed.

Price unit / ME
You can store a quantity-dependent price scale for each material and choose which price level is used as the list price. The field Price unit shows the quantity of the price level whose price is adopted as the list price. The default quantity is 1. Enter the unit of measure for this article that was used when the article was transferred to the Preliminary calculation a position is accepted with.

Various material
Special identifier within the DATAflor Material management. The indicator cannot be set if the warehouse management is activated.

warehouse management
Put a check mark in order for the material the warehouse management to activate.

Cost type
By clicking select the cost element that is to be used when transferring this material article to the Preliminary calculation a position or a standard service is automatically preset.

Pricing tab

On the tab Pricing calculate the purchase price and the net sale price of the material.

The purchasing price (including list price and discount) when the material is transferred to the Preliminary calculation a position in the field Price free construction site the partial service taken over. In item processing, the surcharges that are defined for the LV in the costing approach are calculated for the material. In addition, the purchase price in the Post calculation Pre-assigned as a price when entering delivery notes for the material.

The rounded net sales price (including sales surcharge) when creating a M position Transferred to this material as the unit price of the item. The sales surcharge is adopted as a surcharge / discount on the price and the fixed price is automatically set for the unit price. In addition, the rounded net sales price is used when recording Day wage work pre-assigned as a service price.

Calculation of the purchase price

List price
Enter the retail price recommendation of the article supplier. The price does not include any tax components.

Discount group
You can go to the material catalog on the tab Discounts and surcharges Define discount groups. By clicking assign a discount group to the material item.

Discount (%)
The discount rate defined in the discount group is displayed or enter after activation the option Manual discount an individual percentage.

Discount value
The discount value is calculated automatically by the program:
Discount value = list price * discount (%)

purchasing price
The purchase price is calculated automatically by the program:
Purchase price = list price - discount value
Enable The option purchasing price, the field becomes editable so that you can manually set the purchase price of the material.

When entering a manual purchase price, the list price is retained, the assignment to a discount group is deleted, entering a manual discount is not possible and the discount value is set to 0,00. When the list price is updated, the manual purchase price is not overwritten.

last change
The date field shows when the purchase price was last edited.

Calculation of the net sales price

The sales surcharge differs from the catalog / product group
Is the option inactive , the sales surcharge is used that is stored in the higher-level material group or in the material catalog. The sales surcharge is in the field Surcharge (%) is displayed.
Activate the option , you can in the field Surcharge (%) define an individual sales surcharge for the material.

Surcharge (%)
The sales surcharge stored for the material group or catalog is displayed or entered after activation the option The sales surcharge differs from the catalog / product group an individual sales surcharge.

Surcharge value
The surcharge value is calculated automatically by the program:
Surcharge value = purchase price * surcharge (%)

Net selling price
The net selling price is calculated automatically by the program:
Net sales price = purchase price + hammer price

Price round
By clicking choose how the net sales price is rounded.

Rounded net sales price
The net sales price is calculated using the setting in the Price round automatically rounded.

Scale tab

On the tab Quantity Discount you can store a quantity-dependent price scale for the material item. Define which price level when the material is transferred to the Preliminary calculation a position is accepted.

Add price tier
To add another price level to the price scale, click on to the left of the table. A line is added to the table in which you specify the number and price of the price level. Save your entry by clicking on in the menu.

Delete price level
To delete a price level, select the row in the table and click on to the left of the table. Save your change by clicking in the menu.

Accept price level as price unit
To adopt a price level as the price unit of the material, mark the line in the table and click on to the left of the table. The price unit is on the tab Detail displayed. Save your change by clicking in the menu. On the tab Pricing all values ​​are automatically recalculated.

Purchasing data tab

On the tab Purchasing data you can store a G / L account for the material, which is in invoice is preassigned as an account of a breakdown posting when this material is selected.

G / L account recognition
Enter the number of an expense account that you entered in the financial administration and activated. This account is pre-assigned when a supplier invoice is entered in the invoice receipt, if the material is selected for a split posting.

Technical data tab

On the tab Technical data you can store a compression factor and a conversion factor for the material.

Compaction factor (%)
For bulk goods, enter the compaction factor and the scattering loss in percent here. You can store a percentage loss for other materials.


The compaction factor (%) is used when the material is transferred to the Preliminary calculation a position in the partial service automatically in the field surcharge and automatically included in the price calculation for the item.


Conversion factor
Store conversion factors for the material that you use in everyday life. When the material is transferred to the Preliminary calculation the conversion factor is automatically entered in the field Quantity approach The partial service is accepted if the item unit of measure and the material unit of measure are different. If the units of measure for the item and material are the same, a conversion factor of 1 is used.

Add conversion factor
By clicking add another conversion factor. The dialogue further conversion will be opened. Save the data of the conversion factor and confirm your entry with [OK].


Edit conversion factor
Mark the conversion factor and click on . In dialogue further conversion the conversion factor data is displayed. Make the required change and confirm with [OK].

Delete conversion factor
Mark the conversion factor and click on .

Set favorite
Add to the conversion factor in the column Favorite a , which when the material is transferred to the Preliminary calculation is adopted by default for an item if the item unit of measure and the material unit of measure are different.
You can also use the formula library to select a different conversion factor for a part of an item. click on next to the field Quantity approachto open the formula library. All the conversion factors stored for the material are available for selection in the formula list. Select the required conversion factor and confirm with [OK].

Texts tab

On the tab texts you can store a long text and a comment for the material.

Long text
Enter the text that will be transferred to the long text of the item when you create an M item for this material. When creating an article for an internal material catalog, the tab Detail Description I and II are automatically transferred to the long text.

Remark
Enter further information on the material item. This field is provided for you and your employees for information purposes.

In info and text fields you are entitled to Editor with which you can change fonts and sizes. Furthermore, texts can be loaded from files and saved in BUSINESS created texts can be saved as files.

Mul tabtimeday

On the tab Multimedia you can store images for the material item, which can be transferred to positions / hierarchies and printed out in LV printouts for the position text.

add a picture
click on on the left edge of the tab Multimedia. The Windows file selection dialog opens. Select the desired image file and confirm with [To open].

The following file formats are supported: * .bmp, * .gif, * .jpg and * .png. A copy of the image file is saved in the directory that you selected on the Administration have defined for the material catalog.

All images stored for the material article are displayed in the table.

Open picture
If you double-click on a line, the picture is opened for viewing.

Set favorite
Specify which picture you want to use as standard for the transfer to positions / hierarchies by clicking on this picture in the column Favorite a tick put. The selected image will be on the tab Detail as well as on the tab picture displayed.

Image tab

On the tab picture the image you see on the tab will be displayed Multimedia as a favorite.



Confirm your entries by clicking on in the menu.

If you want to create a new material article that is almost identical to an article that has already been entered, you can copy the existing material article.

Copy material item

You can duplicate existing material items. To do this, select the material item in the directory tree and click on in the menu or open the context menu with the right mouse button and select the entry Copy.


Then mark the material group or catalog in the directory tree to which you want to add the material article and click on in the menu or open the context menu with the right mouse button and select the entry Insert.


A new material number is automatically assigned to the copied material article if the option in the material catalog Assign numbers for this catalog was chosen. If the option is not active, the new article receives the same material number as the original article.

Further steps