On this tab, enter the purchase-related information for an item.

Note: This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

Preferred Vendor
Enter the preferred vendor for the item, or select a vendor from the list.
Each time SAP Business One creates a recommendation, it enters the value automatically.
Note: In the United Kingdom localization, this field is Preferred Supplier.

Mfr Catalog No.
Enter the catalog number of the item in the default vendor’s catalog. This number is displayed on the purchasing and sales documents.

Purchasing UoM Code, Purchasing UoM Name, Items per Purchasing UoM
When the UoM group is Manual:
Enter the purchasing UoM name and the item quantity per purchase UoM (the item quantity per purchasing UoM must be greater than zero). You can update the Items per Purchasing UoM field even if the document is entered in SAP Business One; this does not affect the Ordered, Committed, or In Stock quantity of the item.
When the UoM group is not Manual:
The options vary upon the selection of the Auto. Add All UoM Group Definitions to New and Existing Items checkbox as follows:

  • If you have selected this checkbox: From the choose from list of the Purchasing UoM Code field in the List of UoMs window, choose a UoM as the purchasing UoM. You can see all the UoMs of the specified UoM group in the choose from list.
  • If you have not selected this checkbox: The default purchasing UoM is the inventory UoM, that is, the base UoM of the specified UoM group. To change the purchasing UoM, use the Purchasing UoM and Package Types window (refer to the procedure in the paragraph below). After more UoMs are added in the Purchasing UoM and Package Types window, you are able to change the purchasing UoM from the choose from list.

You can also use the Purchasing UoM and Package Types window to specify purchasing UoMs. To do so, proceed as follows:

1) To the right of the Purchasing UoM Code field, choose Browse (Browse) to open the Purchasing UoM and Package Types window.

2) In the purchasing UoM list on the left, choose a UoM and choose the Set as Default button. If you want to add more UoMs, click Add Row.

In the Purchasing UoM Measurements section, you can manually change the measurement values, which are taken from UoM setup by default.

3) Choose Update, and then choose OK.

Note: The changes you make in the Purchasing UoM Measurements section do not cause any updates in the Unit of Measurement – Setup window.

When you specify the purchasing UoM code, SAP Business One fills in the Purchasing UoM Name field and the Items per Purchasing UoM field with corresponding values, as defined in UoM setup and UoM group setup.

Example: You buy a case of soft drinks. There are 6 bottles (items per purchase UoM) in one case. The item that you buy is a bottle but you purchase it only as a case of 6 bottles. Therefore, the unit of measurement is a case and there are 6 items per purchasing UoM. If you buy 5 cases, you are actually buying 30 bottles of the soft drink. In all transactions, “case” is the purchasing UoM and the number of items per purchasing UoM is 6. You then enter the quantity in purchasing UoMs in the purchase order.

Package Type (Purchasing), Qty per Package

When the UoM group is Manual:
Enter the package type you want to use for the specified purchasing UoM. In addition, define the quantity of purchasing UoM per package.

When the UoM group is not Manual:
From the choose from list of the Package Type field, choose a package type.

Note: You can see all the package types in the List of Package Types window (choose from list) only when the Auto. Add All Package Definitions to New and Existing Items checkbox is selected in General Settings.
You can also use the Purchasing UoM and Package Types window to specify package type. To do so, proceed as follows:
To the right of the Package Type field, choose Browse (Browse) to open the Purchasing UoM and Package Types window.
In the package type list on the right, choose a package type and choose the Set as Default pushbutton. If you want to add more package types, click Add Row.
In the Package Type Measurements section, you can manually change the measurement values, which are taken from package type setup by default.

Note: The changes you make in the Package Type Measurements section do not cause any updates in the Package Type – Setup window.
Choose Update, and then choose OK.

SAP Business One recommends the optimum number of purchasing UoMs per package for the Qty per Package field. Once you specify the package type, SAP Business One calculates the number of purchasing UoMs each package unit could contain based on the measurements of the purchasing UoM and package type, and fills the result in the Qty per Package field if it is equal to or larger than 1. However, the quantity the application suggests may not be realistic. You can manually change the quantity per package to reflect the actual situation.

Note: By default, the automatic package calculation is based on volume. If the volume data is missing, then the calculation is based on weight.
To define a default package type for each potential purchasing UoM available for the item, in the Purchasing UoM and Package Types window, click a UoM in the purchasing UoM list on the left, choose a package type in the package type list on the right, and choose the Set as Default pushbutton.
If you have defined a default package type for a potential purchasing UoM, when you select this UoM as the purchasing UoM, SAP Business One fills the Package Type field and the Qty per Package field automatically.

Example: You buy containers of soft drink cases. The case is the purchasing UoM, and the container is the purchasing package type. Each container contains 10 cases, which means that “10” is the quantity per package.

Customs Group
If you import the purchase item, enter the customs group. This lets you calculate the customs fee. You can select the customs group from the list, or select the Define New option to create a new customs group.
Note: In the United Kingdom localization, this field is Duty Group.

Length, Width, Height, Volume
Note: These dimensions refer to the purchasing unit, not the Inventory UoM.
Enter the dimensions of the purchase item. If you defined the units of measurement when you configured the system, enter the measurements and press TAB; the system automatically enters the measurements of the purchase item.
In addition, enter the values for the length, width, and height to calculate the volume of the item. Alternatively, you can enter the volume value without entering the length, width, or height.

Weight
Enter the weight of the item, followed by the weight measure.

Factors 1 – 4
Enter the quantity, which is a multiple of several factors. For example, if you buy a fence, you have to consider its measurement standards.
The Factor fields are used as variables, so you can enter the proper values to calculate the appropriate quantity. The default value is one (1). The values that you enter in the item master data appear on marketing documents.
Note: The Factors field is visible only when the UoM group selected is Manual.

 

Tagged: