Sales Item Location Maintenance

Program/Screen: SALOCM/SALOCM20

Description:

Use this program to add, change, and inquire on location-specific information for your sales items.

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• Navigation

• Fields

• Function Keys

• Special Topics

Navigation

Use this main screen for the Sales Item Location Maintenance program to enter or update the details of a sales item for a specific location.  These details include the item's cost, price, whether it is taxable and discountable, and the number of the item you can use as a substitute for it.

Unique Sales Item Location Maintenance Screens

Sales Item Location Maintenance - Launch

Sales Item Location Maintenance

Reorder Information

Sales Item Location Quantities

Additional Program Screens

Sales Item Message Maintenance

Sales Item Discount Maintenance

Fields

Item number

Displays the item number you want to add, change, or inquire on.

Stock class

Displays the stock classCode used to categorize sales items for analysis and reporting. You may choose to make the stock class a subset of the vendor code. associated with the item number.

Status code

Displays the current status for the sales item.  Valid codes are:

• A - Active

• D - Deleted

• S - Suspended

Location

Displays the code for the location for which you want to add, change, or inquire on a sales item record.

Description

Displays a brief description of the item.

Last Cycle

Displays the date of the last time this item was cycle counted at this location.

UPC Code

If applicable, this field displays the code associated with this item's UPC number.  Two codes are supported, and the default code is UP.

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Quantity on Hand

Displays the quantity that is currently on hand for this item as this location.

Quantity Reserved

Displays the quantity of this item that has been reserved at this location via Create Sales Quote.

Vendor Back Order

Displays the quantity of this item that is back ordered from the vendor.

Quantity on Open Purchase Order

Displays the quantity of this item that is on an open purchase order for this location.

Quantity in Transit

Displays the quantity of this item that is currently in transit to or from this location.

Customer Back Order

Displays the quantity of this item that is on back order to customers of this location.

Quantity Sales Order

Displays the quantity of this item that is on an open sales order for this location.

Open Rental

Displays the quantity of this item that is currently on rent from this location.

Open Work Order

Displays the quantity of this item that is currently on open work orders for this location.

Bin location 1

Enter the location designation of the first bin used to store the item.  You can specify to print physical inventory count sheets by bin location.

Bin location 2

Enter the location designation of the second bin used to store the item.

Bin location 3

Enter the location designation of the third bin used to store the item.

Usual vendor

Enter the number of the vendor from whom you usually purchase this item for this location.  This is the vendor used on reorder and analysis reports for this item.

Vendor 2

Enter the number of an alternate vendor you might use to purchase this item if the usual vendor cannot supply it.

Vendor 3

Enter the number of a second alternate vendor you might use to purchase this item if the other two vendors cannot supply it.

Last vendor used

The system populates the number of the last vendor you used to purchase this item for this location.

Last cost

Enter or accept the last or most current cost of this sales item for this location.  This field is automatically updated when the item is received against a purchase order in the system.  You can also enter or accept the code for the currency in which all monetary amounts on this screen are displayed/entered.

Last cost update

Enter or accept the date of the last time the Last Cost field was updated by the system.  This date is automatically populated by the system, so change it only on an exception basis.

ABC

If you have control record SAABCP set to Y to calculate an activity level for this item at this location, this field displays the activity level code that the system calculated.  When creating a new item, you can manually enter this code, but it might change when the calculation is run at the end of the month.

More information...

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List price

Displays the manufacturer's suggested list price for the item at this location.  This amount is not used for invoicing; it may be used for calculation of cost or selling price based on the codes assigned for auto calculations.

Regular price

Enter the retail price normally charged for this item at this location.  In the event there are no discounts or other pricing codes assigned for the transaction, this is the price the system uses when this item is being sold from this location.

Auto calculate regular price based on Cost or List

If you want to use the sales item's cost or list price to automatically calculate its regular (retail) price, indicate which one to use:  List Price (L) or Cost (C).

Percentage of Cost or List

If you entered a code in the Based on field, enter the percentage by which the list price or cost should be multiplied to arrive at the regular (retail) price.

Preferred price

Enter the price that is used when this item is sold from this location to a customer with a price code of P in their master record.

Auto calculate preferred price based on Cost, List, or Regular

If you want to use the sales item's cost or list price or regular price to automatically calculate its preferred price, indicate which one to use:  List Price (L), Cost (C), or Regular Price (R).

Percentage of Cost, List, or Regular

If you entered a code in the Based on field, enter the percentage by which the list price or cost or regular price should be multiplied to arrive at the preferred price.

Dealer price

Enter the price that is used when this item is sold from this location to a customer with a price code of D in their master record.

Auto calculate dealer price based on Cost, List, Regular, or M

If you want to use the sales item's cost, list price, regular price or the formula of List price + Last cost / 2 to automatically calculate its dealer price, indicate which one to use:  List Price (L), Cost (C), Regular Price (R), or formula (M).

Percentage of Cost, List, or Regular

If you entered a code other than M in the Based on field, enter the percentage by which the list price or cost or regular price should be multiplied to arrive at the dealer price.

Freight percentage

Enter the percentage of the sale price of the item to charge for freight.

Excise tax percentage

Enter the percentage of excise taxTax charged on the production or sale of a good or service. to charge for this item.

Material code

Enter the code that classifies this item for VATValue added tax. The tax structure used outside of North America. taxation purposes.

Taxable

Indicate whether you apply tax to this item when you sell it from this location.  If the customer to whom you are selling the item is marked as non-taxable, this setting is ignored.

Commissionable

Indicate whether sales of this item from this location are calculated for sales representative commissions.

Discountable

Indicate whether this item is discountable at this location.  If set to N, this setting overrides discounts set in the customer master file and sales item discounts set in Sales Item Discount Maintenance.  This setting does not disallow manually entered discounts.

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Stock status

Enter NS if this sales item is considered a non-stock item that is not included on reorder reports and physical inventory count sheets.  Use the Default Codes program in Cross Application Maintenance to set up additional user-defined stock status codes using code SS.

Cost overhead percentage

If applicable, enter the percentage to add to this item's cost when the cost is displayed.  The inflated cost is displayed for users with security code Z01 in their user profile.  Users with security code Z02 will see the item's actual cost.

Expected profit percentage

Enter the profit percentage you expect to achieve when this item is sold from this location.  You can set the system to warn you during a sales transaction if this profit percentage is not met.  Run the Inventory Profit Analysis report to review the profit percentage on sales transactions.

Substitute item

Displays the number of the item that was most recently set up as a substitute for this item in Sales Item Cross Reference Maintenance.  This item can be sold from the location as a substitute for the item in this location record.

Substitute stock class

Enter or accept the stock classCode used to categorize sales items for analysis and reporting. You may choose to make the stock class a subset of the vendor code. associated with the substitute item you entered.

Function Keys

Special Topics

Item Relationship Diagram

Sales Item Location File Security

Sales Item Maintenance

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