Item Master  


[マスタ / Master Tables] #4674
All information which are related to items - including completed products, partially completed products, raw materials, subsidiary material parts must be registered in the Item Master. Up to 3 suppliers can be registered for each item, and the [Supply method] for each item must be set to either one of four options, [internally manufacture] or [purchase order], [external (without provision)], [external (with provision)]. It is also possible to make GENESISS ready for operation quickly by registering [Item code] and [Item name] only.

It is mandatory to assign the unique identification code (Item Code) for each item registered in the Item Master. The Item Master is the master used in almost all operations of GENESISS. Before preparing the Item Master, it is recommended to prepare the Contact Master first since some of the information registered in the Contact Master may be needed to complete the registration of the item. Also if the total number of items to be registered in GENESISS is expected to be very large, it is recommended to use the Item Group Master as well.
New Entry
If the [New entry] button is clicked, the edit screen will be opened. By clicking the [Enter] button after filling out all necessary items in the screen, the item can be added in to the Item Master.

The information to be registered for the new item is separated by the header part, which can be seen in the upper section of the screen, and the detail part, which consists of 5 tab sheets located in the lower part of the screen. Detail of each parameter will be explained in the following chart.

Registration of the Image can be done only in the edit mode after completing the item registration first.

[Item Master] Screen [New/Modify (Header)] Section Parameters

Parameter Description Input Method Mandatory
Item code This is the unique code assigned for each item. This code will be used throughout GENESISS to identify the item. If this field appears in the VIEW OPTION, it means that this parameter can be used to filter records. Text Input Mandatory
Item name Name of each item can be defined here. This name does not have to be unique throughout GENESISS. If this field appears in the VIEW OPTION, it means that this parameter can be used to filter records. Text Input Mandatory
Last date goods mfrd/rcvd. This is the date on which this Item was last received/manufactured. Display Only Optional
Last date goods shpd. This is the date on which this item was shipped the last time. Display Only Optional
Item control This is the default method by which this Item is to be managed. Three options below are available.
  • MRP
  • product number
  • lot
    • If this item is to be manufactured by a mass-production line, it is recommended to set this field to MRP. On the other hand, if this item is to be manufactured individually by each order, then you may set this field to product number.     		Dropdown List Mandatory
    Hidden If this check box is turned on, this entity is treated as hidden, indicating that it is no longer in use. These hidden entity will not be listed in the box shown at the time of selecting the entity on each screen. However, it is still possible to specify the hidden entity by using [Item code] or [Contact code]. Check Box Optional
    Supply method This is the default method for supplying this item through the Standard Supplier. Based on the method defined here, MRP will make necessary arrangement to prepare the ordered items in timely manner.
  • internal manufacture
    If this item is to be manufacture internally, choose this method
  • purchase order
    If this item is to be purchased, choose this method.
  • external (without provision)
    If this item is to be manufactured externally without provisioning, choose this method.
  • external (with provision)
    If this item is to be manufactured externally with provisioning, choose this method.
    		•  Dropdown List Mandatory
    Standard supplier If [Supply method] is set as internal manufacture or external (with provision) or external (with provision), the supplier set here will be used as a default supplier for this item. Only contacts where [Contact type] is set to supplier in the Contact Master can be chosen. If [Supply method] of this item is set to internal manufacture, this parameter is ignored. Extended Dropdown Box Mandatory

    [Item Master] Screen [New/Modify (Detail)] Section[Detail] Tab Parameters

    Parameter Description Input Method Mandatory
    [Detail] Tab
    Item group 1-3 This is the item group to which this item belongs to. Up to 3 item groups can be associated to each item. Dropdown List Optional
    Standard sales unit price 1-3

    This parameter is used with [Qty. for standard sales unit price 1-2] for determining the standard sales price. The sales price based on the quantity sold is determined by the following logic.

    FieldsQuantity
    Standard sales unit price 11 to [Qty. for standard sales unit price 1]
    Standard sales unit price 2More than [Qty. for standard sales unit price 1] but less [Qty. for standard sales unit price 2]
    Standard sales unit price 3More than [Qty. for standard sales unit price 2]

    The actual sales price is determined by following logic based on the settings of other parameters.

    1. Customer Sales Price Master
    2. Contact Master: [Price adjustment rate]
    3. Price Adjustment Group Master: [Price adjustment rate]
    4. Item Master: [Standard sales unit price 1-3]

    The sales unit price manually entered at the time of entering the sales order is always prioritized. If the item is to be sold in a foreign currency, please input the price in that currency. If one item is to be sold in multiple currencies, It is recommended to register here the price in the currency most frequently used, and the rest of prices for other currencies can be entered to Customer Sales Price Master based on the customer.

    		Numeric Value Input Optional
    Qty. for standard sales unit price 1-2 [Standard sales unit price 1-3] is applied for this quantity or less. Numeric Value Input Optional
    Stock assessment unit price ([key currency]) This is the assessed value of the item. This amount will be used for calculating the amount in stock, standard cost, etc... By using automatic stock assessment unit price update feature, this amount can be adjusted automatically. Numeric Value Input Optional
    Provision unit price ([key currency]) This is the price used when this item is to be provisioned to a third-party manufacturer. If this item is to be provisioned without charge, this field should be kept blank or set as 0. Numeric Value Input Optional
    Taxable This is to indicate whether this item should be taxable or non-taxable. For the foreign-currency transaction, all transaction will be treated as non-taxable regardless of this setting. Dropdown List Mandatory
    Tax rate (%) This is the tax rate used to purchase or sell this item. The rate defined in the Tax Rate Master will take precedence. Numeric Value Input Optional
    Supply unit This is the basic supply unit used for supplying this item. Text Input Optional
    Orderable If this item is not orderable, set unorderable. Dropdown List Mandatory
    Manufacturer Any text specific to the manufacturer information can be stored here. Text Input Optional
    Specification Any text specific to the product specification can be entered here. Text Input Optional
    Shelf No. This is the shelf number or storage name in which this item is to be stored. Text Input Optional
    Qty. per unit This is the quantity that this item is to be packed in one box. Numeric Value Input Optional
    Standard location (receive) This is the default location to receive the item when this item is purchased, or externally manufactured. Dropdown List Mandatory
    Standard location (use) This is the default location for this item to be shipped out when they are used as child items. More specifically, when this item is used as a child item in the internal/external manufacturing process of its parent item, the item is shipped out from this location as default. Dropdown List Mandatory
    Standard location (store) This is the default location to store the completed product. If this item is ordered by a sales order, this item will be shipped out from this location as default. Dropdown List Mandatory
    Dummy item This is the item excluded from the stock management or MRP calculation. This feature is useful to register items like postage fee or Discount. Check Box Optional
    Num. of days to expire Set the number of days by which the item expires. Calculation will start from the date on which the Item is manufactured/received. If this parameter is set, [Expiry date] on the Purchased Goods Received screen or the Internal Manufacturing Result screen will be automatically set. This field is available only if [Item control] of this item is set to lot. Integer Value Input Optional
    Lot prefix Displays [Supply unit] of this item. Text Input Optional
    Item remarks 1-5 Any remarks specific to this item can be registered here. Text Input Optional

    [Item Master] Screen [New/Modify (Detail)] Section[MRP Calculation] Tab Parameters

    Parameter Description Input Method Mandatory
    [MRP Calculation] Tab
    Include in MRP If this item is to be included in the MRP calculation, choose include. If not, choose exclude. This field is not available for the Product Number Controlled Item. Dropdown List Mandatory
    Qty. of safety stock This is the quantity to be kept as the safety stock. If there is no need to have extra stock, set 0 for this field. Numeric Value Input Optional
    Lead time This is the number of days required to manufacture this item. This setting will be used for determining the [Qty. to arrange (Subcontract order)] or the [Arr. order date]. Integer Value Input Mandatory
    Safety lead time This is the number of days set as a margin between the date on which this item is to be manufactured and the date on which this item is planed to be used. For example, if 1 is set for this parameter, the order will be placed in the way so that the item will be ready for shipment one day before the required due date. Integer Value Input Optional
    Min. lot arr. unit This is the minimum quantity of unit with which the MRP engine issues the subcontract orders.
    The MRP engine will not issue the subcontract orders with the quantity less than the quantity set here. (In other words, quantity of the subcontract order will be rounded up to have at least the quantity set here.)
    This parameter is useful in the scenario where the minimum order quantity is fixed. For example when the minimum order unit of the item A is set to 100, [Min. lot arr. unit] of the item A should be set 100.
    This is the quantity per Supply Unit (Please note that this is different from the [Qty. per unit])

    Difference between the [Min. lot arr. unit] and the [Lot arr. unit].
    The [Min. lot arr. unit] is the minimum quantity of items required to place one order. On the other hand, the [Lot arr. unit] is an order increment unit. For example, if the [Min. lot arr. unit] is set 50, and the [Lot arr. unit] is set 10, the possible quantity of orders are 50, 60, 70...).     		Integer Value Input Mandatory
    Lot arr. unit This is the order unit when the MRP engine places the order (both the purchase and internal the manufacturing order). The quantity exceeded from the [Min. lot arr. unit] will be rounded up to the multiple of the [Lot arr. unit] set here. This parameter is useful if the item must be ordered in a unit of certain quantity, such as when the item A must be ordered in the unit of 10. If the quantity of order does not have to be rounded up, please specify 0. If 0 is specified, no rounding will be applied.
    This is the quantity per [Supply unit] (Please note that this is not the [Qty. per unit].)
    For the difference between the [Min. lot arr. unit] and the [Lot arr. unit], please refer to the explanation provided for the [Min. lot arr. unit].    		 Integer Value Input Optional

    [Item Master] Screen [New/Modify (Detail)] Section[Purcahse] Tab Parameters

    Parameter Description Input Method Mandatory
    [Purcahse] Tab
    Mnfr. model no. This is the manufacturer model number. This field can be left blank if it is not required. Text Input Optional
    Order unit This is the unit such as [pcs], [kg], [m], etc at the time of placing the subcontract orders. This field may be left blank.
    This field is not applicable if the [Supply method] of this item is set to internal manufacture.     		Text Input Optional
    Order unit rate Specify the number that shows the [Order unit] is how many times larger than the [Supply unit]. For example, if 'kg' is set to the [Order unit] and 'g' is set in the [Supply unit], 1000 should be registered for the [Order Unit Rate]. If omitted, 1 is assumed to be entered. The value set here will be reflected on the Purchase Order sheet. This rate can be corrected at each order screen, but the rate defined in the Item Master will be set as default. This field is not applicable if the [Supply method] of this item is set to internal manufacture. Numeric Value Input Optional
    Purchasing currency [Transaction currency] of the supplier, which is defined in the Contact Master is displayed. Please specify the purchasing amount in this currency. Display Only Optional
    Purchasing unit price 1-3

    This parameter is used with [Qty. for purchasing unit price 1-2] for determining the standard purchasing price. The purchasing price based on the quantity purchased is determined by the following logic.

    FieldsQuantity
    Standard purchasing unit price 11 to [Qty. for standard purchasing unit price 1]
    Standard purchasing unit price 2More than [Qty. for standard purchasing unit price 1] but less than [Qty. for standard sales unit price 2]
    Standard purchasing unit price 3More than [Qty. for standard purchasing unit price 2]

    [Order unit price] at the time of entering either Purchase Order Entry or External Manufacturing Order Entry is always prioritized.

    		Numeric Value Input Optional
    Qty. for purchasing unit price 1-2 Please see the explanation on [Purchasing unit price 1-3]. Numeric Value Input Optional
    Set as standard supplier If selected, the specified supplier is set as the standard supplier. Button Optional
    Supply method 1 This is the alternative supply method for this item through the [Alternative supplier 1]. Dropdown List Optional
    Alternative supplier 1 Maximum of two alternative suppliers can be registered if [Supply method] of this item is purchase order, external (with provision) or external (without provision). Dropdown List Optional
    Supply method 2 This is the alternative supply method for this item through the [Alternative supplier 2]. Dropdown List Optional
    Alternative supplier 2 Maximum of two alternative suppliers can be registered if [Supply method] of this item is purchase order, external (with provision) or external (without provision). Dropdown List Optional

    [Item Master] Screen [New/Modify (Detail)] Section[Mfg. Process] Tab Parameters

    Parameter Description Input Method Mandatory
    [Mfg. Process] Tab
    Std. mfg. time (min.) Specify the average minutes required for manufacturing the one [Supply unit] of the item. This value entered here will be used for calculating the standard cost in the Quote Issuance screen or in the Product Cost Analysis - Standard Cost Calculation screen. The standard labor charge for this item will be the value entered here multiplied by the [Labor charge (per min.)]. This value will be also used for calculating the average manufacturing time per unit in the Internal Manufacturing Order - Batch Entry screen. For externally manufactured items, please specify 0 in this field. Numeric Value Input Optional
    Mfg. capacity (per day) Specify the quantity of this item which can be manufactured per day. The value entered here will be used for calculating the process load rate in the Manufacturing Process Load Status screen. For the externally manufactured items, please specify 0 in this field. Numeric Value Input Optional
    Labor charge (per min.) Specify the labor charge per minute. The value entered here will be used for calculating the cost in the various screens. Numeric Value Input Optional
    External manufacturer Specify the third party manufacturer if this process is an external manufacturing process. For the external manufacturing process, the external manufacturing order will be issued when the internal manufacturing order is entered. In this case, the confirmation of the goods received should be made at the Externally Manufactured Goods Received screen. The third party manufacturer must be defined as the supplier in the Contact Master. For the internal manufacturing items, just leave this field blank. Dropdown List Optional
    External mfg. unit price If this process is external manufacturing process, please specify the price for the order unit which should appear on the External Manufacturing Order Sheet. The entered value will be used for the cost calculation as well. Numeric Value Input Optional
    Mfg. process lead time Specify the lead time (days required for completing this manufacturing process). The due date of each process will be determined based on the value set to this field. If omitted, this field will be calculated by the [Quantity] / [Mfg. capacity (per day)] - 1. (The reason why subtracting 1 is because that the safety lead time is always considered as 0 for any manufacturing processes. In other words, it is assumed that the due date of the previous manufacturing process always overlaps with the date on which the next manufacturing process starts. Please note that this is different from [Lead time] in the MRP calculation tab. Integer Value Input Optional
    Fixed expense (key currency) This is the cost incurred for manufacturing this item apart from the labor charge and materials. Numeric Value Input Optional
    Mfg. process memo 1-5 Any remarks specific to each manufacturing process can be registered here. Text Input Optional
    Mfg. process 1-5 Chose one from the Mfg. Process Master. Maximum of 5 manufacturing processes can be set for each item. You don't have to register this field if you do not need manufacturing process management, or if the items is supplied by purchase/external manufacturing order. In this case, [Mfg. process 1-5] should be set to (standard mfg. process) , [] and latter should be set to (none). All the manufacturing processes outsourced can be shown in the Internal Manufacturing Result screen and reflected in the Manufacturing Process Load Status screen. Dropdown List Mandatory

    [Item Master] Screen [New/Modify (Detail)] Section[Picture] Tab Parameters

    Parameter Description Input Method Mandatory
    [Picture] Tab
    Register image It is possible to register an image for each item. The image uploaded will be automatically shrunk so the image height will be 200 pixels or smaller. Note that the image will not be enlarged if the uploaded Image height is smaller than the 200 pixels. Button Optional

    [Item Master] Screen [List Screen] Section Parameters

    Parameter Description Input Method Mandatory
    New When new line is inserted, the arrow icon will be displayed to highlight the line. Icon (link) Optional
    Detail By clicking this icon, detail of the entry can be displayed. Icon (link) Optional
    Copy If this icon is clicked, the information entered in the clicked line will be copied into the new entry screen. Icon (link) Optional
    Select By clicking this box, the line can be selected. Check Box Optional
    Delete If this button is clicked after selecting the lines, the the lines selected will be deleted. Check Box Optional
    Item code Displays [Item code] of this entry. Display Only Optional
    Item name Displays [Item name] of this entry. Display Only Optional
    Register image This shows the image registration status. Display Only Optional
    Item control This is the [Item control] of this entry defined in the Item Master. Display Only Optional
    Supply method This is the [Supply method] of this entry defined in the Item Master. Display Only Optional
    Standard supplier Displays [Standard supplier] of this entry. Display Only Optional
    Lead time Displays [Lead time] registered. Display Only Optional
    Safety lead time Displays [Safety lead time] of this item. Display Only Optional
    Item group 1-3 Displays [Item group 1-3] of this item. Display Only Optional
    Standard sales unit price 1-3 Displays [Standard sales unit price 1-3]. Display Only Optional
    Qty. for standard sales unit price 1-2 Displays [Qty. for standard sales unit price 1-2]. Display Only Optional
    Stock assessment unit price ([key currency]) Displays [Stock assessment unit price ([key currency])] of this item. Display Only Optional
    Supply unit Displays [Supply unit] of this item. Display Only Optional
    Provision unit price ([key currency]) Displays [Provision unit price ([key currency])] of this item. Display Only Optional
    Qty. of safety stock Displays [Qty. of safety stock] of this entry. Display Only Optional
    Display Only Optional
    Tax rate (%) Displays [Tax rate (%)] of this entry. Display Only Optional
    MRP calculation Displays [Sales order staff (Own company)]. Display Only Optional
    Manufacturer Displays [Manufacturer] status of this entry. Display Only Optional
    Specification Displays [Specification] of this entry. Display Only Optional
    Display Only Optional
    Storage location (to ship out parts from) Display Only Optional
    Display Only Optional
    Shelf No. Displays [Shelf No.] of this entry. Display Only Optional
    Qty. per unit Displays [Qty. per unit] of this item. Display Only Optional
    Orderable Displays [Orderable] status of this entry. Display Only Optional
    Num. of days to Expire Displays [Num. of days to expire] of this entry. Display Only Optional
    Lot Prefix Display Only Optional
    Std. mfg. time (min.) Displays [Std. mfg. time (min.)] of this item. Display Only Optional
    Standard labor charge (key currency) Displays standard labor charge involved. This will be calculated by [Labor charge (per min.)] x [Std. mfg. time (min.)]. The values used for this calculation are the values at the time of issuing the order, not the latest values stored in the Contact Master. Display Only Optional
    Fixed expense (key currency) Displays [Date of sales order received] of this item. Display Only Optional
    Hidden String hidden will be displayed if this entry is set hidden. Display Only Optional
    Dummy item Displays [Sales order staff (Own company)]. Display Only Optional
    Last date goods mfrd/rcvd. This is the date on which this Item was last received/manufactured. Display Only Optional
    Last date goods shpd. This is the date on which this item was shipped the last time. Display Only Optional
    Item remarks 1-5 Displays [Item remarks 1-5] defined in the Item Master. Display Only Optional
    Show BOM table By clicking this link, you can jump to the BOM Table with this item set as the parent item. Icon (link) Optional
    Show stock list By clicking this link, you can jump to the Stock List screen. Icon (link) Optional
    Show sales order By clicking this link, you can jump to the Sales Order Entry screen. Icon (link) Optional
    Show delivery By clicking this link, you can jump to the Delivery Entry screen. Icon (link) Optional
    Int. mfg. order By clicking this link, you can jump to the Internal Manufacturing Order screen. Icon (link) Optional
    Show purchase order By clicking this link, you can jump to the Purchase Order Entry screen. Icon (link) Optional
    Show ext. mfg. order By clicking this link, you can jump to the External Manufacturing Order Entry screen. Icon (link) Optional
    Show receved By clicking this link, you can jump to the Goods Received Entry screen. Icon (link) Optional
    Show shipped By clicking this link, you can jump to the Goods Shipped Entry screen. Icon (link) Optional
    Show inventory counting By clicking this link, you can jump to the Inventory Counting screen. Icon (link) Optional
    File If any files are attached with this entry, displays yes. Display Only Optional
    Registration date Displays the date on which this entry was registered. Display Only Optional
    Registered by Displays the user by whom this entry was registered. Display Only Optional
    Last update date Displays the date on which this entry was updated last time. Display Only Optional
    Last updated by Displays the user by whom this entry was updated last time. Display Only Optional

    [Item Master] Screen [View Option] Section Parameters

    Parameter Description Input Method Mandatory
    View option preset Customized VIEW OPTION settings can be saved and reused. Click on the icon in the right to save the filter setting. Dropdown List Optional
    Text Input Optional
    Text Input Optional
    Item group It is possible to filter records by the item group. Dropdown List Optional
    Item control It is possible to filter records by [Item control]. Dropdown List Optional
    Supply method It is possible to filter records by the [Supply method]. Dropdown List Optional
    Shelf No. It is possible to filter records by the [Shelf No.]. Text Input Optional
    Parent item It is possible to filter records by the parent item. Extended Dropdown Box Optional
    Item remarks 1-5 It is possible to filter records by the [Item remarks 1-5]. Text Input Optional
    Show hidden items By choosing (all) or only hidden entries, hidden items can be included in the list. Dropdown List Optional
    Entry method It is possible to filter records by the entry method. Dropdown List Optional
    前画面に戻る
    ページの先頭へ戻る