Demand Transactions

The option used to track the Demand Transactions of the Materials. It’s located in the right mouse button menu of the Materials List. The Demand Transactions window is in the form of a table. The upper part of the table displays the Material Code, Description and Main Unit information. The lines list the material transactions along with the following information:

• Slip Date
• Slip No.
• Slip Aux. Code
• Slip Status
• Division, Department, Plant, Warehouse
• Delivery Date
• Quantity
• Delivered Quantity
• Unit

The transactions are filtered using the Filters option of the Demand Transactions list and only the transactions matching these conditions are listed. The filter value is specified by making a group or range definition or by selecting from the list.

Once the condition is specified, “OK” button is clicked and the transactions meeting the condition are listed. “Save Filter” button is used to record the filter conditions and list the transactions again with the same conditions, and “Load Filter” button is used to use the saved filter file again. The filter options and values of the material Order Transactions:

Planned Transactions Tracking

The Planned Transactions Tracking is used to list all the planned transactions and their affect on the inventory starting from the Report Dates. The Planned Transactions option is located in the right mouse button menu of the Materials List.

The Orders, Planned Input from Production/Usage/Scrap/Warehouse Slips, Demand Slips and Production Planning Proposals that are not realized yet, but are likely to be realized are listed by plant. The Orders and Demand Slips and the Planned Material Slips affect the inventory at the Delivery Date and the slip date respectively by Slip Type.

The plant where the transaction will be tracked is specified in the Plant field located at the upper part of the window. The planned transactions of the selected material are listed in the following columns:

• Slip Date
• Slip Type
• Slip No.
• Variant Code
• Variant Description
• Warehouse
• Dependent Requirement Quantity
• Input Quantity
• Output Quantity
• Remaining Quantity
• Customer Order No.
• AR/AP Code / AR/AP Title
• Slip Approval Info
• Transaction Aux. Code
• Production Order No.
• Work Order No.
• Product Code
• Description

The physical inventory status of the materials is tracked from the Physical Inventory field. This field lists the total number of physical inventory for all warehouse of all transactions listed when this window opens for the first time. Physical inventory number can also be displayed on warehouse basis. The relevant warehouse(s) is selected in the filter page, and Physical Inventory field shows the inventory number of the selected warehouse(s) only. “View” button is used to access the slip information of the transaction.

The Sales Orders, Demand Slips, Planned Usage, Planned Scrap and output Warehouse Transfer Slips reduce the inventory.

The Purchase Orders, MPS-MRP Proposals, Planned Input from Production and input Warehouse Transfer Slips increase the inventory.

The Orders for which a Dispatch/Receipt is issued are not listed. If an order is partially transferred, the quantity of the order that is not transferred is listed as Main Unit.

The line description and the description of the relevant Production Order are transferred into the Description field for Orders, Demand Slips and MPS Proposals and Planned Material Slips respectively.

Distribution Orders

The option used to list the distribution orders that the material taken part. It's located in the right mouse button menu of the Materials List. The Distribution Orders window is in the form of a table. The upper part of the table displays the Material Code, Description and Main Unit information defined in the material card. The lines list the material transactions along with the following information:

• Slip Date
• Slip No.
• Slip Aux. Code
• AR/AP Title
• Division
• Department
• Warehouse

The transactions are filtered using the Filters option of the Distribution Orders list and only the transactions matching these conditions are listed. The filter value is specified by making a group or range definition or by selecting from the list.

Once the condition is specified, “OK” button is clicked and the transactions meeting the condition are listed. “Save Filter” button is used to record the filter conditions and list the transactions again with the same conditions, and “Load Filter” button is used to use the saved filter file again. The filter options and values of the material Distribution Order Transactions:

Material Purchase Prices

In purchase transactions, the price bids from the vendors, discounts for purchases exceeding certain amounts, the payment conditions to be applied to price bids and the delivery times are recorded on a separate Material Class Purchase Price. Recording this information decreases the data entry error rate by allowing to select the defined prices in purchase transactions and applying them automatically to the transaction.

The defined prices are applied by selecting the defined price in the Unit Price column of the slip lines of the Purchase Receipts, Invoices and Order Slips. If the Purchase Price the material processed in the slip line is defined and the information entered in the slip matches the conditions specified in the definition record, the Unit Price in the record is automatically transferred into the slip when the defined price is selected.

In the LOGO application as many Purchase Prices as required can be generated for the Material Classes.

Once the application conditions and priorities of the recorded prices are set, the prices are transferred into the slips and invoices. This information is recorded in the relevant fields of the Material Class Purchase Prices window.

On the upper part of the Material Purchase Prices, the information of the Material the price belongs to are displayed. The middle part of the window is used to record the price information and the lower part is used to identify for which AR/AP Code and under which Conditions. The following information is recorded in the Material Purchase Prices window:

Code: The code of the Purchase Price.

Type: This field is used to select the type in order to specify that the Price belongs to the Material or the Material Class.

Authorization Code: The authorization code of the Purchase Price.

Material Code: The code of the Material for which the defined Purchase Price will be applied. The Material Code field is mandatory.

Material Description: The name or description of the Material for which the Purchase Price will be applied.

Division: Indicates the divisions that the defined price is valid for. It provides to define prices based on divisions.

If the defined price will be used for more than one division, the related divisions are selected one by one or collectively at “Divisions” window.

Status: Indicates whether or not the price card will be used in slips or invoices. This field has two options: Active and Passive. When Active option is selected, the price card is in active state and can be used in slips and invoices. When Passive is selected, the price card is in the passive state and therefore can not be used in slips and invoices.

Unit Price: The unit Purchase Price defined in the record for the material.

Unit Set: Indicates the Unit Set to which the price will be applied.

Unit: Indicates the Unit within the selected Unit Set that price will be applied to. With Material Characteristics, transactions can be performed for more than one unit due to various package and presentation methods.

VAT: This field indicates whether or not the specified Unit Price is VAT included. There are two options: Included and Excluded.

F. Currency: This field is used to indicate the Currency Type of the price specified in the Unit Price field. The Foreign Currency Types are listed and the appropriate Currency Type is selected.

Convertible To Other Units: Allows the defined price to be used for other units that are valid for the material but that do not constitute a Price. If a unit with no defined Unit Price is selected in the Material Transactions, the Conversion Factor specified in the Unit Price, Priority and Unit definitions are processed and the price is calculated by being converted into the unit used in the slip line.

Group Code: Used for grouping the purchase price cards.

AR/AP Code: The code of the AR/AP to which the Purchase Price will be applied. The price applications may vary according to the quantity purchased or the payment types. Applying these conditions to the AR/AP transactions after defining them in different prices prevents the loss of time and decreases the error rate.

AR/AP Title: The title of the AR/AP specified in Code field. This is displayed if AR/AP Code is used in price cars directly, that is to say, if “*” and et cetera characters are not added to the end of AR/AP code.

AR/AP Aux. Code: The Aux. Code of the AR/AP. The defined prices can be selected by the AR/AP Aux. Code and transferred into the slips and invoices.

Payment Plan: This field indicates the payment conditions in which the price bid will be valid. The Purchase Price may vary depending on the quantity purchased and the payment type. For instance, purchases under a certain amount may be subject to Cash payments, while more convenient prices and payment conditions may be applied to higher amounts. The payment type is defined by selecting a Payment Plan from the Payment Plans list.

Trading Group: Indicates the trading group to which the price will be applied.

Priority: The usage priority of the defined price. This field is used to determine which price will be primarily transferred into the slips and invoices in cases that there are multiple Purchase Prices for the same Material Class. The Priority must be numeric.

Start/ End Date and Time: Indicates the date and time range for which the Purchase Price specified in the record will be applied.

Sorting: The sequence number of the price definition.

Delivery Code: Indicates how the material will be received (land or air transport, post, etc.) and how the transport expenses will be met. For instance, the Delivery Code field can be used to specify whether or not the transport prices are included in the price bid.

Lead Time: The lead time of the material. Purchase Prices may vary depending on the lead times. Furthermore, the prices of certain materials may reflect periodic changes. Specifying the Lead Time in the Purchase Prices allows the prices to be tracked periodically and different prices to be applied to materials required to be procured immediately.

Price Update Limit: It is the user based price changing limit which is determined as percentage or amount for probable changes in predefined material / service price for any reason later on. The users are authorized to change predefined material / service prices at System Administration program part.

Condition: The Condition field at the lower part of the record is used to record the conditions in which the Purchase Price will be applied using parameters. The formulas defined in the Material Purchase Prices can include both arithmetical operations and functions. The conditions in which the defined Purchase Price will be used are determined with logical and arithmetical operations. In this way, the transactions are automatically performed, minimizing the usage errors. Prices may be defined by warehouse using the X1 parameter in the Condition field.

For instance, if the defined price is wanted to be applied to Warehouse number 2, X1=2 is entered. If the same price will be applied to more than one warehouse, the condition is set as (X1=[Warehouse Number 1.....Warehouse NumberN]).

Valid in E-Business Environment: Indicates that the Sales Price can be used in electronic commerce applications.

Valid in E-shop: Indicates that the Sales Price can be used in e-shop applications.

Valid in Points of Sale: Indicates that the Sales Price can be used in points of sale.

Description: This field can be used to enter a detailed description about the Sales Price.

Variant Characteristic Determination

The option located in the F9/right mouse button menu of the material sales/purchase price cards for the configurable materials. After entering the configurable material code in the price card, by the Variant Characteristic Determination/Batch Selection of Variant options, a window opens that lists the material characteristics and values. The preferred values are marked and the defined price card is assigned for that material variant with selected characteristic values. 

Material Sales Prices

In sales transactions, the price bids made to the customers, discounts for purchases exceeding certain amounts, the payment conditions to be applied to price bids and the delivery times are recorded on a separate Material Class Sales Price. Recording this information decreases the data entry error rate by allowing to select the defined prices in sales transactions and applying them automatically to the transaction.

The defined prices are applied by selecting the defined price in the Unit Price column of the slip lines of the Sales Receipts, Invoices and Order Slips. If the Sales Price of the material processed in the slip line is defined and the information entered in the slip matches the conditions specified in the definition record, the Unit Price in the record is automatically transferred into the slip when the defined price is selected.

In the LOGO application, as many Sales Prices as required can be generated for the Materials.

The conditions and priorities with which the recorded prices will be applied are specified in the record and transferred into the slips and invoices. The Material Sales Prices are recorded using the Sales Prices option of the right mouse button menu accessed when the relevant Material is selected. The New button located in the Material Sales Prices List is used to generate a new price.

On the upper part of the Material Class Sales Prices, the information of the Material the price belongs to are displayed. The middle part of the window is used to record the price information, and the lower part is used to identify for which AR/AP Code and under which Conditions the Sales Price will be applied. The following information is recorded in the Material Sales Prices window:

Code: The code of the Sales Price.

Type: This field is used to select the type in order to specify that the Price belongs to the Material or the Material Class.

Authorization Code: The authorization code of the Sales Price.

Material Code: The code of the Material for which the defined Sales Price will be applied. The Material Code field is mandatory.

Material Description: The name or description of the Material for which the Sales Price will be applied.

Division: Indicates the divisions that the defined price is valid for. It provides to define prices based on divisions.

If the defined price will be used for more than one division, the related divisions are selected one by one or collectively at “Divisions” window.

Status: Indicates whether or not the price card will be used in slips or invoices. This field has two options: Active and Passive. When Active option is selected, the price card is in active state and can be used in slips and invoices. When Passive is selected, the price card is in the passive state and therefore can not be used in slips and invoices.

Unit Price: The Unit Sales Price defined in the record for the material.

Unit Set: Indicates the Unit Set to which the price will be applied.

Unit: Indicates the Unit within the selected Unit Set that price will be applied to. With Material Characteristics, transactions can be performed for more than one unit due to various package and presentation methods.

VAT: This field indicates whether or not the specified Unit Price is VAT included. There are two options: Included and Excluded.

F. Currency: This field is used to indicate the Currency Type of the price specified in the Unit Price field. The Foreign Currency Types are listed and the appropriate Currency Type is selected.

Convertible To Other Units: Allows the defined price to be used for other units that are valid for the material but that do not constitute a Price. If a unit with no defined Unit Price is selected in the Material Transactions, the Conversion Factor specified in the Unit Price, Priority and Unit definitions are processed and the price is calculated by being converted into the unit used in the slip line.

Group Code: Used for grouping the sales price cards.

AR/AP Code: The code of the AR/AP to which the Sales Price will be applied. The price applications may vary according to the quantity sold or the payment types. Applying these conditions to the AR/AP transactions after defining them in different prices prevents the loss of time and decreases the error rate.

AR/AP Title: The title of the AR/AP specified in Code field. This is displayed if AR/AP Code is used in price cars directly, that is to say, if “*” and et cetera characters are not added to the end of AR/AP code.

AR/AP Aux. Code: The Aux. Code of the AR/AP. The defined prices can be selected by the AR/AP Aux. Code and transferred into the slips and invoices.

Payment Plan: This field indicates the payment conditions in which the price bid will be valid. The Sales Price may vary depending on the quantity sold and the payment type. For instance, sales under a certain amount may be subject to Cash payments, while more convenient prices and payment conditions may be applied to higher amounts. The payment type is defined by selecting a Payment Plan from the Payment Plans list.

Trading Group: The trading group to which the price will be applied.

Priority: The usage priority of the defined price. This field is used to determine which price will be primarily transferred into the slips and invoices in cases that there are multiple Sales Prices for the same Material Class. The Priority must be numeric.

Start/ End Date and Time: Indicates the date range for which the Sales Price specified in the record will be applied.

Sorting: The sequence number of the price.

Delivery Code: Indicates how the material will be received (land or air transport, post, etc.) and how the transport expenses will be met. For instance, the Delivery Code field can be used to specify whether or not the transport prices are included in the price bid.

Delivery (Days): The delivery time of the material. Sales prices may vary according to delivery times. Furthermore, the prices of certain materials may reflect periodic changes. Specifying the Delivery Time in the Sales Prices allows the prices to be tracked periodically and different prices to be applied to materials required to be procured immediately.

Price Update Limit: It is the user based price changing limit which determined as percentage or amount for probable changes in predefined material / service price for any reason later on. The users are authorized to change predefined material / service prices at System Administration program part.

Condition: The Condition field at the lower part of the record is used to record the conditions in which the Sales Price will be applied using parameters. The formulas defined in the Material Sales Prices can include both arithmetical operations and functions. The conditions in which the defined Sales Price will be used are determined with logical and arithmetical operations. In this way, the transactions are automatically performed, minimizing the usage errors. Prices may be defined by warehouse using the X1 parameter in the Condition field.

For instance, if the defined price is wanted to be applied to Warehouse number 2, X1=2 is entered. If the same price will be applied to more than one warehouse, the condition is set as (X1=[Warehouse Number 1.....Warehouse NumberN]).

Valid in E-Business Environment: Indicates that the Sales Price can be used in electronic commerce applications.

Valid in E-shop: Indicates that the Sales Price can be used in e-shop applications.

Valid in Points of Sale: Indicates that the Sales Price can be used in points of sale.

Description: This field can be used to enter a detailed description about the Sales Price.

Variant Characteristic Determination

The option located in the F9/right mouse button menu of the material sales/purchase price cards for the configurable materials. After entering the configurable material code in the price card, a window listing the specified material characteristics and values is opened by using Variant Characteristic Determination/Batch Selection of Variant options. The preferred values are marked and the defined price card is assigned for that material variant with selected characteristic values.

Lot / Serial Numbers

The Lot/Serial Numbers of the material tracked are recorded using the Lot / Serial Numbers option located in the right mouse button menu of the Materials list.

The relevant lot or serial numbers for the Tracking Method are recorded clicking “New” button.

The Serial Number can be directly entered by the user or assigned automatically by the application. To do so, “Generate Lot/Serial No.” option located in the right mouse button menu of the Lot/Serial Numbers window is used. The Lot/Serial Numbers can be automatically generated by specifying the Start Number and the Quantity.

Warehouse Parameters

The warehouse information of the material is recorded using the Warehouse Parameters option. The Warehouse Parameters option is located in the right mouse button menu when the Material List is open. Each good has different locations in different warehouses. In addition to the location, the minimum and maximum material quantities and safety inventory level can be different for each warehouse. The following information is entered in the Warehouse Info window:

Warehouse No. / Warehouse Name: The locations that are used to store the company’s goods or used for other purposes such as scrap or production are called Warehouses. The warehouses defined for the company and divisions and their numbers and names are displayed in the Warehouse Nr. and Warehouse Name fields. This window is used to record the Minimum, Maximum and Safety material levels (Warehouse Parameters) and the necessary codes for the ABC Analysis. The Warehouse Nr. and Warehouse Name fields can not be filled in from the table.

The Warehouses are defined using Warehouses option and according to the Company and Division definitions in the System Administration section. The warehouse specific information of the goods is recorded in the relevant field after the warehouse is selected. The following information is recorded:

Minimum, Maximum and Security Inventory Levels: It is crucial for the material requirement planning to know the minimum, maximum and security inventory levels to be kept. The material levels can be regularly tracked and the materials to be sold or produced can be procured in time using this information. The maximum and minimum options indicate the maximum and minimum amount of material to be kept respectively, and the security inventory level indicates the quantity of material required to be kept at all times.

Default Location: The default location of the material in the warehouse. The defined Location Codes are listed and the location of the material in the warehouse is selected. If “Track by Location” option is applied, the location of the material within the warehouse must also be specified in purchasing transactions of the material class or the material.

ABC Code: The code to be used in the analysis reports of the material is recorded in this field. The ABC Code allows the analysis reports that are important for the sales and costs of the material classes to be generated. The ABC method is one of the Inventory Revaluation methods. In addition to the Inventory Control, this method is also applied to the Sales, Distribution, Inspection, Finished Good Type, Material Procurement and Production Planning transactions. The usage of the ABC method in Inventory control is limited to the classification of the inventory items according to their cumulative percentages within the whole. This classification divides the inventories typically into three groups:

Group A inventory items account for 15-20% of the total quantity and 75-80% of the total value.

Group B inventory items account for 30-40% of the total quantity and 10-15% of the total value.

Group C inventory items account for 40-50% of the total quantity and 5-10% of the total value.

Some companies may classify their inventories in more than three groups or define sub-groups within the ABC groups. It’s natural that each company implements an adequate classification according to the properties of their inventory and defines the quantity and value percentages according to this criterion.

The amount percentages of the defined inventory classes are specified in a manner to facilitate an efficient control.

For example, Inventory Group A is predicted to account for 20%, Group B for 30% and Group C for 50% of the total quantity. There are two rules to be processed when applying the ABC principal: To possess large quantities of low value items; and to improve the control mechanism for high value items while decreasing their quantities.

When the inventory control is performed using the ABC method, the following method is used in order to apply a strict control over the Group A items:

• Detailed record systems are arranged.
• The inspection responsibility is assigned to higher level personnel.
• Reviews periods are more frequent.
• Procurement Time, Order Point, Safety Inventory Level and Order Quantity values are carefully calculated.
• Procurement transactions are closely monitored.

For Group C items, the points specified below are adhered to in the lowest extent possible. The control, order and record transactions are kept simple, and some are cancelled. Since the material quantity is high, frequent review and order transactions are not necessary. Since the transactions are simple, less qualified personnel can handle them. For Group B items, a way in between the groups A and C is followed.

In other words, the ABC Analysis is the qualification of the materials according to certain criteria and by assigning Priority Levels. The analysis provides data to help various management techniques to be implemented, necessary decisions to be made and the methods to be adopted. The letters and respective priority levels:

A: Very important .............. The class with the highest percentage in the general total

B: Medium importance ....    The class with the medium percentage in the general total

C: Not very important .........     The class with the lowest percentage in the general total

This classification considers the percentages of the materials within the general total. The rates defining the Priority Levels are given in the filter.

Input Control / Output Control: It is possible to determine the warehouses in which the materials / materials of a certain class are located and to allow the Input and Output transactions to be performed only from these warehouses. This control and performance method is defined in the Input Control and Output Control fields of the Warehouse Parameters section. The Input Control and Output Control defaults are recorded using the Material Management Parameters.  The default values defined there are transferred into the material/material class warehouse parameters page. If different control methods will be used, the methods can be changed on the record.

Input Control and Output Control fields have three options:

• Proceed
• Block
• Warn User

When Proceed is selected, warehouse control is not performed on the slip and invoices for the material / material class.

When Warn User is selected, the user is warned and prompted to confirm the record while the slip containing the material / material class transactions is recorded.

When Block is selected, if the warehouses specified in the slips will not be used in input and output transactions, the slips containing the input and output transactions are not recorded.

The slips and invoices are controlled according to the Maximum, Minimum and Security quantities specified in the Warehouse Parameters and the material level is checked with every transaction.

Note: Input and Output control also comprises the orders in “Proposal” status and the orders which are not reserved.

Negative Inventory Level Control: Certain companies may have negative inventories due to operational conditions. This situation must be avoided in terms of cost. If the material inventory is negative, the cost calculations can not be performed using the Average of On Hand, FIFO and LIFO methods. Only the Average of inputs and Periodic Average costing methods can be used for materials with negative inventory.

If the material level is allowed to be negative, such level must not exceed a certain quantity. In such cases, negative values can be entered in the minimum material field.

It is possible to print “Items with Negative Inventory Level” list which appears while saving slips.

Negative inventory level control can also be performed during “update” and “delete” transactions. When negative inventory level control parameters are selected, the inventory quantity cannot decrease below the negative inventory level.

During transaction entries, material level control is performed in three different ways. The control method is specified in the Material Management Parameters section. If the material level is below or above the Minimum, Maximum or Security levels, the application may proceed with one of the following:

• Records the transaction without any warning,
• Displays a warning message and prompts for confirmation to record the transaction,
• Displays a warning message and does not record the transaction.

Note:  When materials, of which quantity level is below zero, are selected in slips and invoices, the relevant slip lines are highlighted in green.

Note: If it is required to apply the previously defined warehouse parameters for the new material card while copying the relevant material card, "Copy Plant and Warehouse Parameters While Copying Material Cards" parameter line located under Material Management parameters must be approved by selecting Yes option.

Material Status

The general status of the selected material in all warehouses is tracked using the Status option located in the right mouse button menu of the Materials list.

The Status window accessed through the right mouse button menu of the Materials list displays the Quantity and Amount totals of the warehouse transactions recorded in the Material Management, Sales and Distribution and Purchase sections. The following information is displayed in the Status window:

Purchases

The totals of the purchase transactions of the material in all warehouses are tracked using the Purchases option located in the right mouse button menu of the Materials list and the Material record. The Purchases window is in form of a table. The table lines contain the months within the fiscal year.

The columns display the Purchase Amount information in terms of,

• Purchase Quantity
• Purchase Amount in Local Currency
• Purchase Amount in Reporting Currency

Add warehouses not effecting the status: In the event that you mark this field, beside default warehouses, all other warehouse transaction totals are listed as well used in purchasing transactions.

Sales

The totals of the sales transactions of the material in all warehouses are tracked using the Sales option located in the right mouse button menu of the Materials list and the Material record. The Sales window is in form of a table. The table lines contain the months within the fiscal year.

The columns display the Sales Amount information in terms of,

• Sales Quantity
• Sales Amount in Local Currency
• Sales Amount in Reporting Currency

Add warehouses not effecting the status: In the event that you mark this field, beside default warehouses, all other warehouse transaction totals are listed as well used in sales transactions.

Status Graphic

The option used to display the material status information as a graphic.

Warehouse Totals

The status of the material in all warehouses where it is processed is tracked using the Warehouse Totals option located in the right mouse button menu of the Materials list and on the Material record. The defined warehouses are listed on the Warehouses section of the Warehouse Totals window and the status information of the warehouse selected as default is displayed at the right side of the window.

The warehouse to be displayed is selected from the Warehouse Name list and the Transactions option located in the right mouse button menu is used to list the Warehouse Transactions of a warehouse.

Material Warehouse Transactions

It lists transactions of the material in the selected warehouse in accordance with filter definitions. Conditions are determined for material transactions by using filters, and only those transactions which are complying with these conditions are listed. Material Transactions window is in a form of a table. Material code, description and main unit info specified in material card are displayed on the upper section of the material card. Material transactions are listed along with the following details in lines.

• Date
• Slip Number and Slip Type
• AR/AP Title
• Division, Department, Plant and Warehouse
• Line Type
• Line Description 
• Input/Output
• Quantity, Unit, Unit Price and Amount 
• Pricing Currency Type and Pricing Currency Amount 
• Transaction Aux. Code

Conditions are determined with filters, and transactions complying with these conditions are listed. Filter options and their usage are stated below.

Material Purchases F. Currency Totals

Used to display the Purchase Transactions of the Material along with Transaction Currency and Reporting Currency information. To display the F. Currency Totals, the Material for which the F. Currency Totals will be displayed is specified in the Materials list and then the Purchase F. Currency Totals are selected from the right mouse button menu.

The defined filter values are written to a file using “Save Filter” button. The defined filter file is opened and the totals are listed according to the specified conditions using “Load Filter” button. Once the condition is specified, “OK” button is clicked and the totals are listed. The filter options of the Purchase Transactions in F. Currency:

Material Sales F. Currency Totals

Used to display the Sales Transactions of the Material along with Transaction Currency and Reporting Currency information. To display the F. Currency Totals, the Material for which the Sales F. Currency Totals will be displayed is specified in the Materials list and then the Sales F. Currency Totals are selected from the right mouse button menu.

The defined filter values are written to a file using “Save Filter” button. The defined filter file is opened and the totals are listed according to the specified conditions using “Load Filter” button. Once the condition is specified, “OK” button is clicked and the totals are listed. The filter options of the Sales Transactions in F. Currency:

Material Extract

The Extract lists the Total Amount, Quantity and Slip information of Material Transactions within certain dates. The extract can also be obtained from the Materials list. To do so, the relevant material is selected in the Materials list and the Extract option of the right mouse button menu is used.

The extract conditions are set using the Filters option. The filter options of the material extract are:

“Save Filter” button is used to record the filter conditions and list the transactions again with the same conditions, and “Load Filter” button is used to use the saved filter file again.

An extract covering only the purchase and sales totals between the selected dates can be generated by specifying the Start Date and End Date in the Slip Dates filter line. Conditions are set in the Warehouse and Division filter lines to filter the Material Transactions separately by warehouses and divisions. A group or range definition and a condition is specified in the Transaction Aux. Code filter line to generate a material extract according to the Aux. Code entered in the Transaction Aux. Code filter of the slip lines. When the extract is generated after the conditions are set, the purchase and sales transactions between the specified dates are listed along with the Date, Slip Type, AR/AP, Purchase Quantity, Sales Quantity, Amount, Net Amount and Total column information. The upper part of the extract report displays the Material Code and Description, the Unit that the extract is generated with and the physical material information before the start date of the fiscal period, while the lower part displays the Total information of the purchase and sales transactions.

Material / Material Class Batch Update

Material / Material Class records’ information can be updated in batch. In order to update material records in batch, use Batch Update option located in the F9 /right mouse button menu of the material records.

For batch update, first the records are selected to be updated. The information of the records to be updated are determined by the filter lines of the batch update window. The material / material class information is updated according to the defined values at the filter lines. The filter options are:

Standard Material Costs

This option is used to record the standard material costs. The option is located in the right mouse button menu of the Materials list. The Standard Material Cost is recorded by selecting the Plant and Cost Period. When the Standard Material Costs is selected, the standard cost records defined for the material are listed. New Standard Cost information is recorded in the blank line.

Plant: The plant for which the Standard Cost Amount will be applied. Defined plants are listed and the appropriate definition is selected.

Period Code / Description: Indicates the period to which the Standard Cost Amount belongs. The Standard Cost Periods are listed and the appropriate period is selected.

Unit Cost: Indicates the valid unit cost amount for the selected plant and period.

Unit Cost (RC): Indicates the valid unit cost reporting currency amount for the selected plant and period.

Unit Cost (TC): Indicates the valid unit cost reporting currency amount for the selected plant and period.

Transaction Currency Type: The transaction currency type to be applied for the standard unit cost. The F. Currency Types are listed and the appropriate option is selected.

Transaction Currency Exchange Rate: The average transaction currency exchange rate defined for the relevant period and transaction currency.

Reporting Currency Exchange Rate: The field where the Reporting Currency Exchange Rate is selected or entered directly.

Printing (Label)

The label forms of the Material are printed using “Print” option. The application includes the standard label definition used as default. The labels can be printed using the standard label definition, or new definitions can be made. Once the filters are set as required; “OK” button is clicked. The defined label forms are listed and the definition to be used is selected using “Select From List” option of the Form To Be Printed field of “Print” window. Printing environment can be specified and the label to be printed can be controlled using the Form Unit field. The filter options are:

Selected material’s code or material codes are assigned to Material Code filter line as default (as detailed filter). When printing barcodes, because material codes are displayed in “Material Code” filter line as default, after “Quantity” filter line’s value is entered, printing transaction can be started.

Printing (Letter)

The letter forms of the Material are printed using “Print” option. The application includes the standard letter definition used as default. The letters can be printed using the standard letter definition, or new definitions can be made. Once the filters are set as required, “OK” button is clicked. The defined letter forms are listed and the definition to be used is selected using “Select From List” option of the Form To Be Printed field of “Print” window. Printing environment can be specified and the label to be printed can be controlled using the Form Unit field. The filter options are:

Barcode Label Designs and Printings

In Logo applications, limitless barcodes can be defined for each unit of the unit set that the material is tracked by. Product input and output transactions are recorded by these barcodes determined at material records.

Barcode Entry

The barcodes of the materials are defined by Units tab of the material definition windows or by using “Barcode” option which is located at the right mouse button menu of the materials list.

Barcode option contains the followings:

• Quick Barcode Entry
• Automatic Barcode Assignment

Quick Barcode Entries

With this option, the barcodes of the materials are recorded separately for each unit of the unit set that the related material uses. This option is used when the barcodes will be entered directly by hand.

At Quick Barcode Entry window, the materials that the barcodes will be defined for are determined by Filters option. The filter options to be used to select materials are:

Once the conditions are set, “OK” button is clicked. The materials suited to the conditions are listed at the upper side of the Quick Barcode Entries window as separate lines with the following column info:

• Type
• Material Code
• Material Description

In the bottom of Quick Barcode Entry window, the units are listed which belong to the unit set of the material for which barcode will be defined. The barcode and barcode with unit, valid for each unit, is recorded in “New Line” and “Barcode With Unit” fields. In the event of selecting “Yes” in “Show Existing Records” filter line of Filtering window, all previously defined barcodes for related material are listed in the lines of quick barcode entry window; they can be changed if necessary. This filter line default is “Yes”. When “No” selected, related material’s barcode data is not listed and cannot be updated; only new barcodes can be defined for that material.

During quick barcode entries, it is possible to find proper barcode and to prevent wrong entries by using the options located at the right mouse button menu.

These options are:

Find Empty Barcode: Used to find the materials that any barcode in not defined for.

Find Erroneous Barcode: It is controlled according to EAN13 and if an erroneous barcode if found, it is positioned on that material.  It is corrected by using “Transfer The Correct Barcode” option.

Transfer the Correct Barcode: It can be used only for calculating control code for EAN 13 and assign a code again. A control code calculation is performed on line and if control code is wrong its value is corrected.

Assigning Barcodes Automatically - Barcode Templates

The barcodes can be assigned to materials automatically by using “Automatic Barcode Assignment” option of the Barcode menu. As well as assigning barcodes to materials which have no barcode, new barcodes are also assigned to materials which have barcodes already.

Automatic barcode assigning standards and numbering data are determined by using barcode numbering templates. These templates are defined by Barcode Numbering Templates option which is located under Main Records menu of Material Management program section.

Barcodes are assigned to materials using standard and record numbering characteristics selected from the related template used in assignment transaction.

Automatic Barcode Numbering Templates

Automatic barcode assigning standards and numbering data are determined by using barcode numbering templates. Numbering templates are defined by Barcode Numbering Templates option which is located under Main Records menu of Material Management program section.

The fields and functions on the barcode numbering templates are:

Code: The record code of the template which will be used for automatic barcode assignment. This field is mandatory.

Description: The name or explanatory info of the template.

Aux. Code: A second coding field that is used to group template definitions according to specific criteria. It can also be used as a filter in reports.

Auth. Code: The barcode assignment template auth. code. Used for data security. Only the users who own the code specified here can work on the related template. 

Barcode Type: Used to determine the standards to be used when creating barcodes. 

Contains the following options:

EAN13

Code 128

Template: It is the barcode record numbering template that will be used for barcode assignments. By clicking “…” symbol the Barcode Record Number Templates are listed and related record is selected or new one is defined. 

Unit Line Number: Used to specify one of the unit of material that the barcode will be printed for.

Check Digit: When this option is marked, one digit control character is calculated for the created number.

Barcode Label Printings

As barcode labels can be printed one by one or collectively, they can also be printed after material input transactions by using following options:

• Print (Label) at right mouse button menu of materials lists
• Print Barcode at right mouse button menu of purchase and sales orders, dispatch/receipt and invoices lists

Barcode Label Printing from Materials List

Material barcode labels are printed by using “Print (Label)” option located at the right mouse button menu of Materials list.

The materials for which barcodes will be printed are specified in filter lines. The filter options are:

Materials for which barcodes will be printed are filtered according to their types at material type filter line. 

In material code, description, aux. code, auth. code, group code and vendor code fields, the materials for which barcodes will be printed are filtered according to these data defined at material cards.

Selected material’s code or material codes are assigned to Material Code filter line as default (as detailed filter). When printing barcodes, because material codes are displayed in “Material Code” filter line as default, after “Quantity” filter line’s value is entered, printing transaction can be started.

It is possible to filter materials according to material characteristics and to print labels to materials appropriate for the desired conditions by using material characteristics filter line.

By the selecting one of the material tracking method in tracking method filter line, labels can be printed separately for the materials tracked by lot, serial, serial groups.

Depending on the selection in “Quantity Value” filter line, the serial and lots of materials (not issued yet) can be printed. 

For example: if quantity value is selected as “Physical quantity in the warehouse” and if “serial no” is defined to barcode design, 10 serial numbers belonging to material are printed to related field in label design. So, labels are printed belonging to 10 different serial numbers of the same material.

Same is valid for materials tracked by lot system when printing barcode labels. For example, if there are 3 different lot with 5-10-15 units, giving 30 to quantity value filter, 30 units of label printing can be done including the lot numbers.

With quantity value filter, in case serial and lot numbers do not match, labels are printed as many as the value specified in quantity filter line.

Quantity Value filter line is used to determine how many barcode labels will be printed. Contains the following options:

• The value on filter
• Actual quantity in the warehouse
• Physical quantity in the warehouse

In the event of selecting the value on filter, number of barcode labels to be printed is specified in Quantity filter line. 

If actual quantity in the warehouse is selected, barcode labels are printed as many as the actual material quantity of specified warehouse in warehouses filter line.

If physical quantity in the warehouse is selected barcode labels are printed as many as the physical material quantity of specified warehouse in warehouses filter line.

Unit Line Number filter line is used to specify one of the unit of material that the barcode will be printed for.

Barcode Order Number Value filter is used to specify the barcodes to be printed which have been entered for the units of the material unit set.

Contains,

• First One
• Last One
• The Value on Filter

options.

When First One is selected, the first barcode entered for the unit is used for label printing.

When Last One is selected, the last barcode entered for the unit is used for label printing.  

If The Value on Filter is selected, the barcode specified in Barcode Order Number filter line is printed.

Printing Criterion filter is used to specify the materials that barcode labels will be printed for. This filter line contains,

• All
• Ones Have Barcode
• Ones Don't Have Barcode

options.

When All is selected, barcode labels are printed for all materials.

If Ones Do Not Have Barcode is selected, labels are printed only for the materials that have no barcode.

If Ones Have Barcode is selected, labels are printed only for the materials that have barcode.

Barcode Label Printing over Transactions

Material barcode labels can also be printed thru material transactions) material slips, purchasing and sales dispatches and invoices). To do that, “Print Barcode” option is used which is located at the right mouse button menu of the material slips / dispatches / receipts / order and invoice lists. The conditions to be valid for label printing are determined by filtering options. The filter options are:

Unit Line Number Value filter line is used to determine which unit of the material's unit set will be printed. If "The Value on Line" is selected, the unit in the relevant slip line is used in barcode printing. If "The Value on Filter" is selected, the next unit specified in the Unit Line Number filter line is used in printing.

Unit Line Number is used to specify one of the unit of material that the barcode will be printed for.

Barcode Order Number Value filter is used to specify the barcodes to be printed which have been entered for the units of the material unit set. This filter line contains the following options:

• First One
• Last One
• The Value on Filter

When First One is selected, the first barcode entered for the unit is used for label printing.  

When Last One is selected, the last barcode entered for the unit is used for label printing.  

If The Value on Filter is selected, the barcode specified in Barcode Order Number filter line is printed.

Printing Criterion filter is used to specify the materials that barcode labels will be printed for. This filter line contains the following options:

• All
• Ones Have Barcode
• Ones Don't Have Barcode

When All is selected, barcode labels are printed for all materials.

If Ones Do Not Have Barcode is selected, labels are printed only for the materials that have no barcode.

If Ones Have Barcode is selected, labels are printed only for the materials that have barcode.

Barcodes To Be Printed: This filter line is used to determine which of the barcodes defined in the material card will be used for barcode label printing. Contains the following options:

• Barcode
• Barcode With Unit

If "Yes" option is selected in List Slip Lines filter line, a window listing all slip lines will open. Users determine the slip lines of which barcodes will be printed by entering quantity information.

After the conditions are set in filter lines, “OK” button is clicked and after label form is selected, printing process is started.

Barcode Field on Report / Form Printouts

With the new additions on reports and forms, it is provided to print barcodes directly on reports and forms. When barcodes are printed on to forms and reports, it will be possible to reach related materials by using barcode reader from form and report printouts.

After barcode icon is selected by left mouse key, the part, which the barcode will be written to, is selected on the report or form to generate the barcode field.

Double click the related field to reach the options.

By using Barcode Type field, you choose one of an appropriate barcode type from the existing barcode type options to take printout according to appropriate barcode type.

When the barcodes with different length will be printed to the repots or forms at the same time, the barcode types can be selected as Code128, Code 128 Set: Code B which supports different lengths.

The general outlook of barcode is determined by “View” tab of Barcode definition window.

Bar Color: Used to determine bar color of barcode.

Background Color: Used to determine background color of barcode.

Hide Code: Used to determine whether the related code/numbers will be written to the bottom part of the barcode bar or not.

Use Perpendicularly: Provides top print barcode bars perpendicularly.

Width: The width of the barcode to be printed.

Data Matrix Barcode Label Printing

Datamatrix barcode labels are used to facilitate tracking of medical equipments and drugs, especially in health care systems.

Alongside the barcodes being used in drug packages required for drug tracking system, datamatrix barcodes including product code, serial number, the restarting sequence number for each serial, production date and expiry date are used by producer companies.

Similarly, data matrix barcodes including product code, serial number, order number (restarting for each serial), production/import date are used in optical sector. (Ps: The same serial number can be used for multiple products in optical sector.) In glasses frames or optical glass applications, while barcode-datamatrix can be used together, they can also be used separately.

Data matrix code is a 2d barcode type consisting of black and white cells. These cells can be square or rectangular. Both text and raw data can be entered in Data matrix barcode.

Symbols and data matrix cell number determine information storage dimension in this technology which enables to store data up to 2KB. Thanks to error correction codes, barcode can be read even in case of any deformation on barcode. Standard DataMatrix can keep 2335 alphanumeric characters.

In Logo application, serial number and lot number info of traceable material is required to perform data matrix barcode printing. In order to use serial and lot numbers, tracking method must be selected as serial group. 

Lot/Serial Number Entry for Material

Serial numbers that will be valid for the material are entered by using Lot/Serial Numbers option located in F9-right mouse button menu of Materials list.

In Lot/Serial Numbers window accessed by “New” option, serial group which will be valid for the material is entered in Lot No field.

Data entered in Lot No field is transferred to data code field. Serial number is written next to this transferred code. Serial number entry is performed by user. Data transferred from lot no field can not be changed. Material serial number is considered as data (lot no + code) entered in code field.

Data Matrix Barcode Label Designs

It is provided to print data matrix barcodes on forms and reports and access materials by barcode reader over form or report outputs when required.

In order to add datamatrix to a form, Datamatrix icon located on the form design page and the relevant spot on form you want to display the datamatix must be selected respectively. 

Drug:

The relevant field is double clicked for datamatrix barcode information, and the barcode information is recorded over the following fields:

• Barcode Number
• Serial Number
• Expiry Date
• Lot Number

Visual Aids Medical Equipments:

• Barcode Number
• Serial Number
• Production/Import Date
• Lot Number

All data entry fields include the following options:

• Fixed
• Standard field
• User-defined field

If a fixed info is to be printed, Fixed option is selected, or Standard field and User defined field can also be selected in accordance with the required data.

When code type is Standard or User-defined, “Lot no” field added to material card serial group definition must be selected for lot no field.

When code type is Standard or User-defined, “code field” defined in serial group must be selected for serial no field.

Only entered values will be printed next to barcode. Application separators (2 digit numbers located at the top of field name) related to these values will also be available.

Material Filters

Filter option is used to display the records of the Materials list that match specific conditions. In this way, the requested record can easily be found and tracked. The filter option is located in the F9 key and right mouse button menu of the Materials list. The filter options and values are:

Material / Material Class Tree

The Material Classes and the materials they include are recorded using the Material and Material Class Access Tree. The defined material classes and their materials are displayed in the access tree. Only the ALL MATERIALS folder is defined as default in the access tree.

When a Material Class is selected, the Child Material Classes and Materials connected to that class are listed.

The material classes and materials can be recorded on the Material/Material Class Tree window using “New” button. The Child Material Classes of the Material Classes are recorded by clicking “New” button while the relevant Material Class is selected.

Unit Sets

The Main Unit and the other units that will apply to the Material and Material Class are defined using the Unit Set Definitions. The Unit Set Definitions are recorded using the Unit Sets option of the Main Records menu. The Unit Sets window displays the following unit types:

• Weight
• Length
• Area
• Volume
• User Defined

The unit assignments of the Materials and Material Classes are done according to the Unit Sets. Each Material and Material Class can use only one Unit Set. The first unit entered for each type is determined as Main Unit and is displayed bold in the list. The conversion to Main Unit factor must be entered for the other units of the same type.

The Weight, Length, Area and Volume unit types are used to enter the Width, Length, Height, Area, Volume and Weight information while the Material and Material Class specific units are defined. In this way, all units and material quantities used in the company can be expressed and reported using the same units.

The conversion factors of the Unit Sets are recorded using the Conversion Info option located in the right mouse button menu while the Unit Sets list is open. The Unit Set information for which the conversion information will be applied is recorded using the Factor field on the Conversion Info window.

The Material and Material Classes that use the defined Unit Set are listed using Used in Cards option located in the right mouse button menu while the Unit Sets list is open.

The Unit Sets are used to define a Main Unit and as many sub-units as necessary for each Material or Material Class. The Main Unit factors of the sub-units are specified.

The Weight, Length, Area and Volume Unit Sets are defined as default in the application. These units are used in the dimension information of the material. The units to be applied for the Material Class or the Material are recorded by the user. A Unit Set is defined as default in the application and such default value is transferred into the cards.

The Unit Set Definition is used to define the Main Unit and other units to be applied for the material. The dimension and volume information of these units are also defined using the Unit Set.

The buttons located at the lower part of the Unit Sets list and the options and functions of the right mouse button menu are:

The following information is recorded in the Unit Set Definition window:

Code: The definition code of the Unit Set.

Description: The definition or description of the Unit Set.

Aux. Code: The Auxiliary Code indicating the Company specific conditions of the Unit Set.

Authorization Code: The authorization code of the Unit Set.

Type: The type of the unit set. When unit set is chosen, the type is automatically transferred into this field. This option is used for tracking purpose.

Usage Criteria: This field is used to determine the usage type of the Unit Set. The Usage Criteria field consists of two options:

• General
• For Material/Service

When General is selected, the Unit Set definitions can be used in all Materials and Material Classes.

When For Material/Service is selected, the Unit Set definitions can only be used in Materials and Services they are connected to.

Each Unit Set has a Main Unit and sub-units defined based on this Main Unit. First the Main Unit is defined in the Unit Set. Once the Main Unit is recorded, the next line is proceeded in the Unit field and the other units corresponding to this Main Unit are defined.

Main Unit Code: The main unit code of the unit defined in the Unit Set.

Main Unit Description: The main unit description of the unit defined in the Unit Set.

Conversion Factors: The Main Unit conversion factors of the units defined in the Unit Set. The Main Unit factor of each unit is specified in the Conversion Factors field.

Dimensions: This section is used to record the dimension information (Width, Length, Height, Area, Volume and Weight) to be applied for each unit to be used in the material or material class.

Unit Set Conversion

Conversion Info option is used to record the conversion info between the Unit Sets. To record the Conversion Info of the Unit Sets, first the definition for which the conversion definition will be recorded is selected from the list. Then Conversion Info located in the right mouse button menu is selected.

The following information is entered in the Unit Set Conversion Info window:

Divisor: The conversion divisor information.

Unit Set Code: The Unit Set Code that the Conversion Info will be based on. The Unit Sets are listed and the appropriate option is selected. The description of the Unit Set Definition for which the code is provided is transferred into the description field.

Unit Set Description: The description of the Unit Set that the Conversion Info will be based on. The unit sets can also be displayed and selected on this field.

Factor: The Factor that will be used in Unit Set conversions.

Unit Set Code: The code of the unit set for which the conversion info is entered.

Used in Cards

“Used in Cards” window lists the units in each Unit Set and the relevant usage points. The Material Class and Materials used by the Unit Sets are displayed on this window. The following information is displayed on Used in Cards window:

Type: Indicates the unit type used in the Unit Set.

Material (Class)/Service Code: The code of the Material, Material Class or Service using the unit.

Material (Class)/Service Description: The name or description of the Material, Material Class or Service using the unit.

Material Characteristics

The Material Characteristics are distinctive properties of a material. These characteristics can be quantitative or qualitative. The Materials are automatically generated by the application according to the characteristic definitions. The materials can be easily grouped and reported according to their characteristics.

The characteristic definitions are recorded using the Material Characteristics option of the Main Records menu. The Material Characteristics menu options are:

The following information is recorded in the Material Characteristic window accessed by clicking “New” button located at the bottom of the Material Characteristics list:

Code: The definition code of the material characteristic.

Description: The definition or description of the material characteristic.

Aux. Code: The Auxiliary Code indicating the Company specific conditions of the material characteristic.

Authorization Code: The authorization code of the material characteristic.

The values and descriptions of the material characteristics are recorded in the Values field of the Material Characteristic window.

Value: The name or code of the Characteristic Value (such as color, size)

Description: The name or description of the Characteristic Value.

The Usage of Material Characteristics

The Material Characteristics are used in the Materials and Material Classes (with Table). The Material Characteristics tab of the Material Class is used to define the characteristics to be applied for the Material or Material Class (with table).

The fields of the Material Characteristics tab and their functions are:

Characteristic Set Code/Description: The field that the characteristic set is selected for the configurable materials.

Characteristic Code: The definition code of the material characteristic applied for the Material or the Material Class (With table).

Characteristic Description: The definition or description of the material characteristic applied for the Material or the Material Class (With table). When the Characteristic Code is entered, the Characteristic Description is automatically transferred into this field. The Material Characteristics list can be accessed from the Characteristic Description field and a new definition can be selected.

Line/Column: Indicates the table location where this characteristic will be used. It has three options as Column, Line and None. When None is selected, the characteristic is not used in the table.

Priority: Indicates the usage priority of the characteristic. The Priority is a numeric value. The characteristics are applied according to the priority defined here.

Characteristic Value: Indicates the value of the characteristic to be used in this field. The characteristics recorded in the definition are listed, and the appropriate option is selected.

Different characteristics of the same material are recorded in the Material Characteristics tab. The Characteristic definitions facilitate material tracking and makes the opening of cards in compliance with the characteristics specified in the Material Class (with Table) section.

Characteristic Sets

Material characteristic sets are defined so as to generate material variants by congregating different characteristics. Material characteristic sets are located in Main Records menu of material management module. Defined characteristic sets are selected in “Material Characteristic” page of the material card that the variant will be generated for, and the characteristics defined by the characteristic sets are automatically displayed in material characteristics page lines.

The characteristic set definitions are recorded using the Material Characteristics Set option of the Main Records menu. The Material Characteristic Set menu options are:

The following information is recorded in the Material Characteristic Set window accessed by clicking on “New” button located at the bottom of the Material Characteristics Sets list:

Header Info

Code: The definition code of the material characteristic set.

Description: The definition or description of the material characteristic set.

Aux. Code: The Auxiliary Code indicating the Company specific conditions of the material characteristic set.

Authorization Code: The authorization code of the material characteristic set.

The characteristic info recorded in the Characteristic Set part of the window.

Characteristic Code: The material characteristic code that will be located in characteristic set. The material characteristics are listed by clicking on “...” icon or by F10 and the appropriate material characteristic is selected which is in use. The number of lines in this part is not limited.

Characteristic Description: The definition or description of the material characteristic. The material characteristics are listed by clicking on “...” icon or by F10 and the appropriate material characteristic is selected by this field too.

Material Group Codes

The group codes to be used to group the Materials or Material Classes are recorded by clicking Material Group Codes option located in the Main Records menu of the Material Management section.

The products can be grouped according to their types and characteristics with independent grouping methods provided by the Group Codes. In this way, detailed reports about the transaction, sale and purchase total information of the materials can be generated. Sales targets can be specified by material group.

The fields and functions on the Material Group Codes window are:

Material Group Code: The Group Code to be applied for the material.

Definition: The name or description of the Material Group Code. The Material Group Codes are specified in the Group Code field located in the Material and Sales Targets records. The defined group codes are listed in the Group Code field and the appropriate option is selected.

Number of Records: The field that displays the total number of records.

Location Codes

The location information of the Materials or Material Classes is recorded by clicking on Location Codes option located in the Main Records menu of the Material Management section.

The Location Codes are separately recorded for each warehouse in the LOGO application.

To record the Location, first the appropriate warehouse is selected. Then the Location Codes of the Material or Material Class are recorded using “New” button located at the bottom of the Location Codes list.

Code: The code of the location of the material or material class in the selected warehouse.

Description: The description of the location of the material or material class in the selected warehouse.

The default value of the Location Tracking field is defined in the Material Management Parameters of the Definitions menu located in the Administration section. The selection made here is transferred as default to the materials and material classes.

The location of the goods belonging to the Materials or Material Classes in a warehouse is recorded using the Warehouse Parameters option of the right mouse button menu in the definition window of that Material. The defined locations are listed on the Default Location field of the Warehouse info window displayed, and the location within the warehouse is selected and specified.

Delivery Codes

The delivery types of the materials should be known in order to track the material transactions in detail. The delivery type may be different for each material. Certain additional transactions may be required depending on the delivery type since some inventory may be delivered with air, sea or land transport vehicles and the transport charges may be paid by the company.

The delivery types of the materials are tracked and reported on the Delivery Codes list accessed by clicking the Delivery Codes option of the Main Records menu located in the Material Management section.

Each definition is made in a separate line in the Delivery Codes list. The fields of the Definition window are:

Delivery Code: The definition code of the delivery.

Definition: The name or the description of the delivery type.

Number of Records: The field that displays the total number of records.

The delivery or receipt type of the material is specified in the Delivery Code column and the Material Receipts, Order Slips and Invoice lines. The defined Delivery Codes are listed and a selection is made.

Optional Materials

The Optional Materials section is used to define the optional materials that can be supplied with the materials during the purchase and sales transactions. The optional materials are accessory-like materials that are not mandatory to be delivered; they can be selected by the customers if requested. The optional material selection is made from among the recorded materials and the quantity to be delivered is entered in the line as additional information.

Once the options are defined for a material, the required options can be selected in transactions such as order and invoice and the optional material lines are automatically added to the material line. The optional materials are defined using the optional materials option located in the Main Records menu of the Material Management section.

The Optional Materials menu options are:

The Optional material information is recorded in the Optional Material window accessed by clicking on “New” button located at the bottom of the Optional Materials list. The fields and functions of the window are:

Code: The code of the defined Optional material. Each Optional Material is tracked through a code. The code field is a 16-characters long key field. The optional materials are kept in order according to their codes. Alphanumeric characters can be used to generate the code.

Description: The name or description of the Optional material. The Optional Materials are also sorted by the first ten characters of the Description field. Therefore, it would be useful in terms of Reporting that the first ten characters of the Description field include distinctive information, as in the Optional Material Code.

Aux. Code: A second field in which a code can be entered to group the Optional materials. The string is 10 characters long. Alphanumeric characters can be used to generate the code. The code allows the user to group the Optional Materials by company specific criteria.

Authorization Code: Used to define detailed authorizations. The string is 10 characters long. Each user may be authorized to use different records depending on the job definitions. A planning process must be performed for detailed authorization definitions. First of all, the users or user groups that can access the optional materials, the Optional Materials they can access to and the transaction types they can perform must be specified. Then the slip types must be assigned with different Authorization Codes according to the defined authorization groups.

Type: Indicates the Record Type that the Optional Material defined in the record will be used in. There are two options:

• Material
• Material Class

In case that the Optional Material is opened from the Materials or Material Classes list, the information will be automatically displayed according to the record selected in the Type and Material (Class) fields.

Material (Class) Code / Description: These fields are used to enter the Material or Material Class Code and Description to which Optional Materials are applied, according to the selection made in the Type field. The point to be considered is that each Optional material will be applied only for one Material or Material Class. If the same process will be applied to more than one material, a separate Optional Material with a different code must be generated for each material.

Unit Price: The Unit Price of the Material or Material Class that uses the Optional material. The price specified here is transferred into the Unit Price field during the transaction. In this way, the user does not have to remember or type the price of the good to which Optional Materials will be applied.

The fields at the lower part of the record are used to record the information about the material(s) defined as Optional material.

Start / End Date: Indicates the time range in which the Optional material will be used in transactions. The most important characteristic of the Optional Materials is that they will be applied for a certain period. The dates recorded in the Optional Material fields indicate the time range in which the Optional Material will be applied. In the Optional Material lines of the slips and invoices, the Slip Date and the dates on the Optional Material record are compared. The Optional Material Definitions list accessed through the lines of the slips and invoices lists the records that match the Date of transaction and the Stare and End Dates specified for the Optional material.

Usage Point: Indicates the application section(s) in which the Optional material defined in the record will be used. There are two options: Purchase Receipts and Sales and Distribution Receipts. The receipt types in which the Optional Material will be used are checked.

In the LOGO application, the Usage Point default is defined using the Usage Point filter located in the Material Management Parameters. The selection made here is transferred into the cards.

The Usage Point information can be changed on the Material Record. The selection made in the Usage Point fields of the materials used in Material Management, Purchase and Sales and Distribution slips and invoices can not be changed. When attempted to be changed, the application warns the user and blocks the check removal operation.

Material Code / Description: The code and description of the defined Optional material.

Variant Code / Description: The code and description of the material variant in case the optional material is configurable.

Formula: Indicates the calculation method of the Optional material. This field is used to specify the calculation method with logical and arithmetical operations, using arithmetical operations and functions. In this way, the transactions are automatically performed, minimizing the error rate.

Logical operations are applied on the Formula field of the Optional Material, and the Optional material is specified to be applied or not according to the resulting criteria. The aim of using functions along with the parameters is to generate and apply detailed Optional material calculation methods.

Round To: Indicates the rounding base if the calculation results in decimal values.

Unit: The unit of the Optional Material entered in the line. This value is automatically inserted when the Optional material is selected.

Unit Price: The Unit Price of the Optional material. The invoice and receipt Slip Date and the Start and End Date specified in the Optional Material are checked by the application. When Optional materials are applied to the material selected in the line using “Apply Optional Materials” option, the Sales Slip or Invoice Date and the Optional material Start and End Dates are processed and only Optional Material definitions that match this date range are listed.

The parameters used in the Formula field:

The arithmetical and logical functions used in the Formula field:                 

Numerical Functions

Logical Functions (Conditions)

Optional Material Usage

Information about optional materials given along with the materials on purchase slips and invoices are recorded using either of the following methods:

• Optional material application
• By selecting Optional material as the line type

Apply Optional Materials

If the materials complementing the child materials of the Materials and Material Classes are specified by defining Optional Materials, “Apply Optional Materials” option of the right mouse button menu is used. Optional materials for the purchased material or material class are listed, and a selection is made.

If a condition is specified in the Formula field of the Optional Material, the Quantity and Unit Price information is displayed under the relevant columns in accordance with the definition.

Optional Material Lines

In Optional material slip lines, the line type is selected and recorded as Optional material. Or defined optional materials are used for optional material line entry.

Optional material cards may not be defined for the materials to be provided with the goods sold. In this case, the information about the material is recorded by selecting Optional Material as the line type under the related material line. The materials are listed and the appropriate record is selected.

Additional Taxes

The Additional Tax is a proportional consumption tax collected from certain goods and products. The tax payers are the importers and first vendors.

Unlike VAT, the Add. Tax is not applied every time the same product is sold. The Add. Tax is applied only when the product is imported or the produced goods are delivered to their first buyer. For motor vehicles, the Additional Tax is applied to the end user during the first registry.

The Add. Tax entered in force in August 1, 2002. The tax declaration and payment periods are monthly periods. The goods in list nr. 1 (oil products) are declared and paid on the 10th of each month and all other products on 15th. The tax is declared and paid before the registry in the first purchase of transport vehicles. The Add. Tax is paid within the Sales Prices in the first stage; in later sales, it is included in the VAT calculations as a cost item.

The products to which Additional Tax will be applied are classified in 4 groups. These groups are:

• Fuel oil, natural gas, lubricants and solvent derivatives,
• Automobile, motorcycle, plan, helicopter, yacht and cutters,
• Alcohol drinks, cigarette and tobacco products and soda,
• The products included in the luxury class of the VAT

The Additional Tax is included in the VAT tax base according to the VAT law. Therefore, the consumer also has to pay the VAT for the Additional Tax they paid.

In the LOGO application, the Additional Tax information is recorded using Additional Taxes option located in the Main Records menu of the Material Management section. The buttons of the Additional Taxes list or the options of the right mouse button menu are used to define Additional Tax or to modify the existing definitions. These options and their functions are:

The Additional Tax information is recorded on the Additional Tax window accessed by clicking on “New” button located at the bottom of the Additional Taxes list. The fields and functions of the window are:

Additional Tax Code: The code of the defined Add. Tax.

Additional Tax Description: The name or the description of the defined tax.

Additional Tax Group Code: The Group Code of the defined tax.

Affects VAT Base: This box is checked in case that the additional tax affects the VAT base. Then VAT amount is calculated over the material amount + additional tax amount totals.

If this box is not checked, VAT amount is calculated by material amount.

Included in Amount: This option is used for calculations of the additional taxes which will be included to amounts. In additional tax definitions, this field is marked if unit price will be calculated containing the VAT for VAT included amounts.

If the amount will be calculated in this way, you must select “Rate” option in “Rate/Amount” field of Additional Tax definition lines and “Exception Rate” option at Trading Group definitions. The selections except “Rate” and “Exception Rate” are not considered in calculations.

When “Included in Amount” field is marked, the additional tax amount is calculated over amount. Slip net total is always the same with line amount. Additional tax definitions included to amount are applied to purchase orders, receipts, purchase invoices, sales orders, dispatches and sales invoices which the VAT included amount can be entered to.

The lines of the tax definition are used to record the properties of the taxes within this group. Such as:

Start Date: The date on which the tax became effective. The amounts and rates specified in the definition are applied according to the date specified in this field.

Rate/Amount: The field used to define the tax type. This field includes the following options:

• Rate
• Amount
• Rate + Amount

The Additional Tax may be applied as an amount to certain materials or calculated on a fixed rate for some others. When Rate + Amount is selected, both the amount and rate are applied.

The amount or rate to be applied are specified in the Rate or Amount lines according to the selection made in this field.

Rate to be Collected / Amount to be Collected: Indicates the rate/amount that will be used in additional tax calculation when additional tax exception is applied.

Exception Rate: The additional tax exception rate. Determines the collection rate and tax assessment.

Exception Amount: The additional tax exception amount.

Unit Type: Indicates the unit type for which the specified rate and/or amount will be applied. The unit types are listed and the appropriate unit is selected.

Unit Set Code: The Unit Set Code to be applied to tax definitions of which the tax type is Amount and the unit type is Quantity. The Unit Sets are listed by clicking on “...” icon and the appropriate Unit Set is selected.

In the LOGO application, the Unit Set Code is not specified for lines of which the tax type is Rate.

Unit Code: The field used to specify the unit to which the tax will be applied in lines with Quantity or Size Unit Type. The units are listed by clicking on “...” icon and the appropriate unit is selected.

Discount Amount: The discount amount for the additional tax.

Each tax to be applied is recorded on a different line in the Additional Tax definition. The tax type and characteristics are recorded by clicking on “Save” button. The definition is listed with the Tax Code, Tax Description and Tax Group Code information in the Additional Taxes list.

The Add. Tax Code field of the material is used to specify whether or not the Additional Tax will be applied for a material. The defined Additional Taxes are listed in the Additional Tax Code field and the record that will be applied to the material is selected.

The Additional Tax can also be applied by Trading Group. To do so, the Trading Groups menu option located in the Company Info menu of the System Administration section is used.

The Additional Tax calculations to be done for Material Purchase, Sales, Return, Usage and Scrap transactions vary depending on the applied regulations.

In the material Input/Output slips and invoices, the totals of the Material Transactions eligible for Additional Tax application are located in the Additional Tax Amount column of the slip or invoice lines, and the totals of the Slip Bottoms are located in the Total Additional Tax field at the bottom of the slip.

When the information of the material transactions subject to Additional Tax application is recorded, the Additional Tax Amounts are calculated by processing the Add. Tax Code specified in the Material Record or the default specified in the Trading Group of the AR/AP of the transaction.

If Additional Tax will be applied to the purchased material in purchase transactions, the Add. Tax equal to the amount calculated using the Rate of the Add. Tax definition specified in the Material Record or the Amount is transferred into the Additional Tax Amount column of the slip line.

The calculated Additional Tax Amount and Total Slip Amount are processed as VAT base and the VAT Amount is calculated accordingly. When the purchase transaction is posted to G/L, the Additional Tax is not tracked on a different G/L Account. The calculated amount is automatically reflected on the cost of material.

The Additional Tax application is different if the purchased material is used in production or within the company. Therefore, the Usage and Scrap slips issued in the Material Management section contain “Calculate Add. Tax Amount” option. If the purchased material will be used in production, “Calculate Add. Tax Amount” option of the Usage and Scrap slips must be checked.

If the returned material in the purchase return transactions is subject to Add. Tax, the Additional Tax amount of the returned material is displayed on the Additional Tax Amount column of the related line.

If the sales dispatches and invoices indicate that the Additional Tax will be applied in the Material Record for the material in line, the Add. Tax is calculated by processing the Start Date and Transaction Date specified in the Add. Tax record. The calculated Additional Tax Amount is displayed on the Additional Tax Amount column of the line, and the slip bottom amount is displayed on the Total Add. Tax field located in the lower pane.

The VAT is calculated based on the Total Amount and Additional Tax Amount total and using the current VAT rate.

When the sales transaction is posted to G/L, the Additional Tax Amount is recorded under the relevant G/L account as Sales Add. Tax.

Additional Tax Calculation Over Amount without Discount

When “Apply Special Assessment” option located in Material Card is checked, additional tax amount calculated over the relevant material card will be calculated based on amount without discount even if trading group is not selected in invoice or “VAT Will Be Counted Before Discount” option is not checked for the selected trading group.

Brand Definitions

The option used to record the brands of the materials to be used in the Internet virtual shop. The option is located in the Main Records menu of the Material Management section. The buttons at the lower part of the Brand Definitions window and the options of the right mouse button menu are used for brand definition transactions. These options and their functions are:

The Brand Information to be used in e-commerce applications is recorded using the Brand Definition window accessed by clicking on “New” button located at the bottom of the Brand Definitions list. The fields and functions of the window are:

Code: The brand code.

Description: The name or the description of the brand.

Aux. Code: The aux. code of the brand. The code allows the user to group the brands by company specific criteria. The Aux. Code field is used for reporting purposes.

Authorization Code: The authorization code of the brand. Each user may be authorized to access different records depending on the job definitions. This field is used to define detailed authorizations.

The brand definition is recorded by clicking on “Save” button. The brand definitions are accessed through the Brand Code field of the Material records. The brand definition to be used for this material in e-commerce applications is selected from the list.

The brands can also be assigned in batches. To do so, Material Brand Update option located in the Operations menu of the Material Management section is used. The brand to be assigned and the materials it will be assigned to are specified on the filter lines.

Product Catalogue

Product category definitions are used for grouping the materials according to their characteristics. The option is located in the Main Records menu of the Material Management section. The buttons at the lower part of the Product Categories list and the options of the F9/right mouse button menu are used for product category transactions. These options and their functions are:

Category Info

In order to define product category and determine materials located under this category, “New” option located at the bottom of the product category is used.

The fields located in the upper part of the page are used to enter the category recording info and lines are used for recording the material info belonging to the defined category.

Code:  The code of the product category. The code field is a 24-character long key field. The product categories are kept in order according to their codes. Alphanumeric characters can be used to generate the code.

Description: The name or description of the product category. The product categories are also sorted by the first ten characters of the description field. Therefore, it would be useful in terms of Reporting that the first ten characters of the Description field include distinctive information, as in the product category code.

Aux. Code: A second field in which a code can be entered to group the product categories. The string is 10 characters long. Alphanumeric characters can be used to generate the code. The code allows the user to group the product categories by company specific criteria. 

Authorization Code: Used to define detailed authorizations. The string is 10 characters long. Each user may be authorized to use different records depending on the job definitions. A planning process must be performed for detailed authorization definitions. First of all, the users or user groups that can access the product categories, the product categories they can access to and the transaction types they can perform must be specified.

Will be Used on Web: This option is checked when the product category definition will be used in the transactions on the web.

Material Info  

The materials belonging to the defined category are determined in the lines of the product category window.

Materials can be selected either one by one or transferred to the lines by “Transfer batch materials” option.

Material Code: The material code belonging to the defined category.

Material Description: The material description belonging to the defined category.

Transfer Batch Materials

The option is located in right mouse button menu of Product Categories window. It is used to select materials in batch that will take place under product category. Materials are specified using relevant filter lines:

Configuration Management

Especially in sectors producing by orders (textile, furniture, computer etc.), combination of various characteristics and values pertaining to a material is in question and these combinations are exclusive for customers making the orders and it is usually a production of one time. It is possible to create multiple variations of a material with different values of different characteristics with LOGO application. Variations of ordered and purchased materials are described as variants connected to the material without opening a different material card in the system. By this means material tracking becomes easy and all relevant processes (proposal, production etc) are automated with condition descriptions. Description of material variations, their control and management are named as configuration management.  Thanks to configuration management, number of records such as material and bill of materials will be entered to the system decreases. Ease of use is provided by means of using material characteristics in material entries.

Material Variants

It may be necessary to make more than one description of combination of a material by combining various characteristics and characteristic values of a material in material purchases and sales transactions. For this, different characteristics and characteristic values of a material are described and material variants are generated by combining these values.

Variations generated are recorded with different code and description information connected to a single material record. In order to make a variation description in a material record, “configurable” field which shows that the material is configurable, located in material card general information page is selected and material card is described in the field of “Characteristic Set” or by means of entering characteristics one by one on the page of material characteristics of material card.

Material characteristics are entered for a material card selected as configurable; however characteristic values are not selected. Characteristic values create variants of the material. You can access Material Variants by using Variants option located in F9/right mouse button menu in Materials list.  

In order to describe the variants of a material and record them as to be connected to the material, Variants option located in F9/right mouse button menu above the relevant record in materials list is used. Material Variant list opened is the list where variants of variable materials are generated and tracked.

In order to describe a material variant or for modifications and transactions will be performed on present descriptions, options located in F9/right mouse key menu on the subsection of the window in material variants list are used. Menu options are:

Material Variant Descriptions

Material variants screen consists of two sections. On the right section, there is variant adding section created along with characteristic set assignments assigned for the material that will be configured and on the left section there is record information.

In order to record material variant, “New” option located in Material Variants window is used. Code and description of the main material of which variants will be created are on the left top of the window.  Other information in material variants window are:

Material Code: The code of the material whose variant description will be made. It can not be updated.

Material Description: The description of the material whose variant description will be made. It can not be updated.

Variant Information

Code: The code of the variant. It is an alphanumeric field and the string is 24 characters long.   The code field is mandatory and the code given for a variant can not be used for any other variant.

Description: The name or the description of the variant.

Aux. Code: A second field to which codes can be entered and is used to group the material classes. It contains 10 characters and allows the user to group the materials by certain company specific criteria. The user can use auxiliary code in order to process date s/he wants to enter which does not exist on material variant card. 

Auth. Code: Used to define detailed authorizations. The string is 10 characters long. Each user may be authorized to use different records depending on the job definitions. A planning process must be performed for detailed authorization definitions. First of all, material variant groups should be specified which users or user groups can access and make transactions with. Later on, each material variant can be used by all authorization groups should be given a different authorization code. Encryption is performed on slip base according to authorization code. It is ensured that slip is accessed and processed only with the authorization code specified inhere and by those who login the program. 

Status: Indicates whether or not the material will be used in slips or invoices. This field has two options: Active and Passive. When Active option is selected, the material is in active state and can be used in slips and invoices. When Passive is selected, the material is in the passive state and therefore can not be used in slips and invoices.

Characteristics

Characteristics of material variant are recorded in this field. If there are any characteristic set or characteristics defined in material card, they are displayed directly and updated on request.

Code: The code of the characteristic. Defined material characteristic list is accessed and relevant description is selected in this field.

Description: The description of the material characteristic. Material characteristics list is accessed and relevant description is selected in this field.

Value: The value of the material. Value information of the characteristic is defined with material characteristic and/or characteristic sets located in Material Management Main Records menu. Values of material characteristics are accessed and requested value is selected in this field. By this means, variations of this material are created.

Value Description: It is material characteristic value’s description. Characteristic values are also listed from this field and appropriate one is selected.

Units

In variant description window, material dimension information, barcode information and conversion info of unit sets located under Units tab are recorded. Material Variant unit set and unit information are displayed as they are in material card and can not be updated. 

Each variant is given a different barcode number. While barcode number is used for slip and invoice transactions, material descriptions and barcode numbers in material variants are checked and material entry is done accordingly. Number of barcode information can be entered for material variant is limitless.

G/L Accounts

This is the option where account codes used to track variant transactions when they are posted to G/L accounts, can be accessed.

Prices

It is used to view variant prices and for tracking purposes. Variant prices are specified with “Variant Characteristic Determination” option located in F9/right mouse button menu of Price Cards. Variant Information – Information present in prices window are as below:

Record Type: Indicates price record type. (Purchase/Sales)

Code: Price record code.

AR/AP Code: Code of AR/AP will be valid in Purchase/Sales transactions.

Unit Price: Variant unit price.

Unit: Variant unit information.

VAT: Indicates whether VAT is included or excluded in unit price. 

F. Currency: The currency type of the price.

Start/end Dates: Indicated validity dates of the price.

Customers / Suppliers

This option is used to define customers and suppliers separately on variant basis. When users want to procure materials, orders are generated for defined supplier pursuant to the relevant variant of the material in case the relevant material is configurable.

Recorded material variant is listed with code, description, physical inventory and actual inventory in Material Variants window. 

Points to take into consideration in configurable materials

• Configurable material characteristic of a material that had transaction as a variant can not be deleted.
• Unit sets and units of variants can not be updated. Only fields apart from units in units tab can be updated. Validities of usage point, e-business environment and sales points are read from material card.
• When a variant description of a material is made, configurable material characteristic of the material can not be deleted.
• Configurable materials can not be deleted.
• Materials such as Mix Case, Material Class, Fixed Asset can not be used as configurable material.
• Materials with configurable characteristics can not be selected as Material Class child material. 
• Tracking method, location tracking characteristics, additional tax card value of the variant are taken from relevant material.

When a configurable material is selected for slips, variant should be selected as well. A material whose “Configurable” field selected can not appear in slips as non-configurable.

Inspection criteria values assigned to the material are displayed as default in material variants, but they can be updated.

Variants take their unit sets from their relevant material. However dimension information, barcode information and conversion factor may differ on variant basis. Materials selected as package or tool can not be selected as configurable material. Warehouse and plant parameters differ on variant basis.

However values entered for a material are displayed as default in variants.

In the event of using more than one variant belonging to a material definition in sales / purchasing transactions, on the purpose of providing convenience for entries of variants’ quantity and price data, which have been generated according to materials’ various characteristics, Distribution Templates are defined.

Variant Distribution Templates

In the event of using more than one variant belonging to a material definition in sales / purchasing transactions, on the purpose of providing convenience for entries of variants’ quantity and price data, which have been generated according to materials’ various characteristics, Distribution Templates are defined. In variant distribution templates, the variant definitions belonging to material and their quantity info is specified in relevant lines.

Distribution templates are recorded with “Distribution Templates” option which is located at F9/right mouse button menu of configurable materials.

The buttons of the Distribution Templates list or the options of the right mouse button menu are used to define distribution templates or to modify the existing definitions. These options and their functions are:

Variant Distribution Template / Applying Variant Distribution Templates

In the event of using more than one variant belonging to a material definition in sales / purchasing transactions, on the purpose of providing convenience for entries of variants’ quantity and price data, which have been generated according to materials’ various characteristics, Distribution Templates are defined. In variant distribution templates, the variant definitions belonging to material and their quantity info is specified in relevant lines. When a configurable material is selected on sales / purchasing transactions’ lines (order, dispatch, invoice), if more than one material variant will be processed, “Apply Distribution Template” option is used which is located in F9/right Mouse button menu of slip lines. Predefined distribution templates are listed and related one is applied to slip. When distribution template is selected, material variants located at template lines and their specified quantities are transferred to slip lines as they are. These quantities can be changed from slip lines. When distribution template is applied, predefined prices for material variants are also transferred to lines; can be changed if necessary.

Distribution templates are recorded with “Distribution Templates” option located in F9/right mouse button menu of materials defined as configurable on materials list.

Variant distribution template information is recorded on Distribution Template window accessed by clicking “New” button located at the bottom of the Distribution Templates list. The fields and functions of the window are:

Code: The record code of the distribution template.

Description: The definition or description of the distribution template.

Unit: The unit of the distribution template is specified in this field. In case, configurable material in template uses more than one unit, this fields shows which unit will be used for sales/purchasing transactions when distribution template is applied to slip lines.

Aux. Code: A secondary code field used to classify template definitions.

Auth. Code: The authorization code of the template. It provides secured data entry.

Start Date / End Date: Indicates the time range in which the distribution template will be valid.

The lines of the Distribution Template window are used to record the information of the material variants defined for main configurable material:

Code: It is the variant record code defined for configurable material. Defined variants are listed an done of them is selected.

Description: The name or the description of material variant. This field can also be used for record selection.

Quantity: The quantity of material variant selected in line to be used in transactions. In slips and invoices, when this distribution template is selected for example, the variant quantity specified in this field will be transferred to slip lines. 

Transfer Batch Materials

Used to transfer the materials collectively to the product category window lines. The materials that will be located under the product category are determined by the filters. The filters display the records that match certain conditions. The filter options are:

Claimant Stocks

Materials’ shipping statuses are tracked through material and AR/AP records and the shipping transactions can be realized if necessary.

Whether the materials at invoice lines will be shipped or not is determined by using “Claimant Stock” option which is located at the heading info part of the slips/invoices.

Checking “Claimant Stock” option means that the materials in slip/invoice will not be shipped; they will be kept at safekeeping warehouse of the company.

Regardless of the determined dispatch shipping status from the sales/purchasing parameters, the status of the dispatch which belongs to the invoice that its “Claimant Stock” option is marked, will be “Not Shipped”.

When a dispatch in “Delivered” status is transferred to an invoice, whose “Claimant Stock” option is marked, the status of the dispatch is kept. When an invoice’s “Claimant Stock” option is removed, all the dispatches’ shipping statuses are changed.

The claimant materials that have not been sent and kept at firm’s warehouses can be tracked from both AR/AP and related material definitions and shipping transactions are done.

Sales invoices including claimant stock and carried over due to any reason apart from the company and period carry-over, can be recorded manually to the system. In order to do so, "Carrying Over" control box located in the relevant sales invoice must be checked. Invoice is recorded in "Proposal" status, therefore stock totals and AR/AP balance are not affected. It also cannot be changed, posted to G/L or returned. When shipment date arrives, the relevant quantity is shipped. If users require to list this invoice in invoices browser, "Show Invoices Received from Claimant Transfer" filter option must be selected as "Yes".

Tracking the Claimant Stocks and Shipping Transactions

The users can reach the claimant materials, which are kept at company warehouses in deposit, by using “Claimant Materials” option which is located at the F9 / right mouse button menu of the Material and AR/AP record lists.

Claimant Stock Transactions at Materials List

The dispatches receipts, belonging to the invoices which have been recorded after “Claimant Stock” option is checked, are listed for the selected material from materials browser. By using “Filters” option of Claimant Materials list, the shipping transactions are performed for a definite AR/AP or slip.

At Claimant Stock list, the sales dispatches are listed belonging to the related sales invoice of a material, which have been saved after “Claimant Stock” option is marked. And then the materials’ shipping transactions are performed one by one or collectively.

In the event of performing the shipping transaction collectively, the materials to be shipped at claimant stocks list are selected and “Deliver” button is clicked. The related dispatches are listed according to slip numbers. The quantity to be delivered is entered and a new dispatch is generated in “Delivered” status.

The materials’ discount and surcharge amounts are recalculated according to the delivered quantities.

When the dispatches’ statuses are changed into “Delivered” status by users which have been generated in “Not Shipped” status (belonging to the invoices containing claimant materials), the related material quantity is subtracted from the claimant stock, the quantities of the claimant stock list are updated.

Claimant Stock Transactions at AR/AP Lists

“Claimant Stocks” option can also be reached from the AR/AP records list’ F9 menu, in order to track and deliver the claimant stocks.

By using “Filters” option of Claimant Materials list, the shipping transactions are performed by filtering the transactions according to material or slip numbers.

At Claimant Stock list, the sales dispatches are listed belonging to the related sales invoice of a material, which have been saved after “Claimant Stock” option is marked. And then the materials’ shipping transactions are performed one by one or collectively.

When “Deliver” button is clicked for the related line, the related dispatch is opened only for that line and the quantity to be delivered is entered.

In the event of performing the shipping transaction collectively, the materials to be shipped at claimant stocks list are selected and “Deliver” button is clicked. The related dispatches are listed according to slip numbers. The quantity to be delivered is entered and a new dispatch is generated in “Delivered” status.

The materials’ discount and surcharge amounts are recalculated according to the delivered quantities.

When the dispatches’ statuses are changed into “Delivered” status by users which have been generated in “Not Shipped” status (belonging to the invoices containing claimant materials), the related material quantity is subtracted from the claimant stock, the quantities of the claimant stock list are updated.

Tracking the Claimant Stock Quantities from Materials List

The firm’s remaining claimant stock quantities at warehouses are tracked at “Claimant Stock Quantity” column of materials browser. The dispatches and invoices quantities in “Proposal” status are not included to that quantity.

Shipped Claimant Stocks

It is the option which is used to list shipped claimant stocks from material cards or AR/AP records browser. Located in F9/right mouse button menu of AR/AP cards and material cards lists. Shipped claimant stock are listed in this window with Shipment Date, Date, Slip Number, Slip Status, AR/AP Code/Title, Quantity and Unit info. Materials can be filtered with Filters option and so it is provided to list the materials matching with the specified conditions in filter lines. By using “Undo Shipment” option, a part of shipped materials or all of them can be taken back. When this option is clicked, the dispatch belonging to related material is displayed; after the amount to be taken back is entered in related slip line, the slip is saved. A new slip is generated for the returned mateial amount.

Transactions

Material Management Slips

In the LOGO application, the slips that are similar to the real-life receipts and invoices are used to record the material transactions. The Material Management Slips used in input and output transactions other than material purchases and sales are located in the Transactions menu of the Material Management section.

In the Material Management Slips section, the material transactions other than sales and purchases are recorded. The transactions are grouped by Slip Types to classify the Material Transactions functionally.

The Material management slips can only be saved on the Material Management section. Despite this restriction in slip entries, all material transactions including sales and purchases can be tracked, reported and their costs can be calculated from the Material Management section.

The buttons of the Material Slips list or the options of the right mouse button menu are used to save, view and update the Material management slips. These options and their functions are:

Material Management Slip Types

The Material Transaction information is entered using the material slips. The Slip Type is used to classify the transactions. In Material Management, the material transactions are recorded by selecting one of the slip types showed in the table below. The slip types are:

Material Slip Structure

The material slip information is recorded in the Slip and Details tabs.

The general information and line information of the slips are recorded on the Slip tab. The information recorded can be categorized in three groups:

• Slip Heading
• Slip Lines
• Slip Totals

The Slip Header is located in the uppermost section of the Slip tab. This section is used to record the common Material Transaction information that will be entered in the slip, such as Slip Nr, Slip Date and Document Nr.

The Slip Lines are located in the middle section of the Slip tab. This section is used to record the Material Code, Quantity and Unit Price information of the processed Materials. The number of lines in this section is not limited to what is displayed on the screen. In other words, as many material lines as required can be recorded on the material slip in the LOGO application.

The Slip Totals are located in the lower section of the Slip tab. The Total Amount information of the recorded material lines and the currency type to be used in the slip are displayed in this section. The Total field of this section can not be altered by the user since the amount is automatically calculated by the application every time the material lines are changed.

Slip Header

The following information is recorded in the Slip Header section:

Slip No: The tracking number of the slip. Alphanumeric characters can be used to enter the number. The slips are sorted by their numbers. Each slip type used in the material management section uses a different sequence number. The slip number field is mandatory.

Slip Date: The date of the transaction. The Slip Date field is mandatory.

Hour: Indicates the hour that the slip is recorded.

Document No: The number of the transaction document. This is an 8-character, alphanumeric field. The slips used to record the transactions of the same material can have the same document number.

Slip Status: This field is used to specify the Slip Status if the Production section of the LOGO application is used. This field contains two options: Actual and Planned. If the Production section is not used, the Actual option is displayed and the content cannot be changed.

Group Company Transaction: Used to indicate whether the transaction in the line is a group company transaction or not, in case of using the consolidation feature.

Aux. Code: A second field to which codes can be entered and is used to group the slips. Contains 10 characters. The Aux. Code allows the user to group the slips according to certain company specific criteria and to generate reports. The user can use this field to record any necessary information that is not included in the slip.

Authorization Code: Used to define detailed authorizations. The string is 10 characters long. Each user may be authorized to use different records depending on the job definitions. A planning process must be performed for detailed authorization definitions. First of all, the users or user groups that can access the Material management slips; the Material management slips they can access to; and the transaction types they can perform must be specified. Then the slip types must be assigned with different Authorization Codes according to the defined authorization groups.

Project Code: The project code of the slip. Defined projects are listed, and the appropriate definition is selected.

Production Order No: If the Production section is used, the slips generated in this section are also used. This field indicates the number of the relevant production order.

Work Order: If the Production section is used, the connection with the Material Management section is established using this field.

Workstation: This field is used to record the Workstation information if the Production section is used.

Division: In the LOGO application, each unit that is connected to the headquarters of a company or organization and that manages its own commercial transactions independently is considered as a Division. This field is used to associate the material transactions with one of the defined Divisions of the company.

Department: In the LOGO application, each organizationally independent activity or activity group is considered as a Department. This field is used to associate the material transactions with one of the defined Departments of the company.

Plant: This field is used to record the Plant information if the Production section is used.

Warehouse: Indicates the warehouse of the transaction. If the transaction of the materials included in the slip line will be performed in a different warehouse than the one selected in the Slip Heading, such situation is specified in the Warehouse column of the line. In other words, the Warehouse field can be filled in for the whole slip or separately for transactions in each line. In this way, the transactions of the same AR/AP with different warehouses can be recorded on a single slip. To do so, Yes option must be checked Changing Slip Lines Warehouse Info of the Material Management Parameters. By doing so, the warehouse information of the material in the line can be recorded on the Warehouse field.

Calculate Add. Tax Amount: This field is available only on Usage and Scrap Slips. The Add. Tax application varies depending on the fact that the material is used within the company or for production purposes. If Add. Tax Amount has to be calculated for the material used, “Calculate Add. Tax Amount” box must be checked.

Slip Lines

The transactions of different material items can be recorded on the same slip. The information such as Material Code, Quantity, Unit and Unit Price that has to be recorded for each material is entered to the line reserved for that material. In other words, a line is added to the slip for each material transaction. The line where the material transaction information is saved is called Material Line or Material Transaction. As many Material Lines as required can be added to the material slips. The following information is recorded in the Slip Lines section:

Type: Indicates the line type. The following line types can be used in material slips:

• Material
• Fixed Asset
• Material Class

The Type cannot be selected in Opening Slips.

Code: The code of the material processed in the line. The Code of the material to be used is selected from the Material List accessed by clicking on “...” icon.

The LOGO application supports the use of barcodes in material input and output transactions. If barcode is used, the Material Code is not necessary. The Material input is performed using the barcode reader.

Description: When the Code field is filled in, the description of the relevant material is automatically displayed on this field.

Variant Code / Description: The code or description of the material variant in case the processed material in line is configurable. The defined material variants are listed by clicking on “...” icon on both fields, and a selection is made.

Quantity: This column is used to indicate the number of unit inputs and outputs from the relevant material item. If the barcode reader is used, the Quantity column of the material is automatically updated when the material barcode is read.

Unit: This field is used to specify the unit used for the input or output transaction. The Material and Material Class transactions are recorded by selecting one of the units listed in the Unit Set specified in the Material or Material Class record. The Main Unit specified in the Unit Set is transferred to the slip as default. A separate barcode can be defined for each Unit in the Materials. In this case, the unit selection is made by the application according to the number received by the barcode reader.

Unit Price: The unit price of the material. The Defined Purchase or Sales Price, Average Price, Last Purchase or Sales Price, Last Purchase/Sales Proposal Price, Average of On Hand, Average of inputs, Periodic Average, LIFO, FIFO and Physical Cost options are listed for the inventories by clicking on “...” icon and the Unit Price value to be used is selected.

Unit Price in F.C: The unit price in F.C information of the transaction.

F. Currency Type: The currency type to be applied to the transaction.

Amount: The amount of the transaction. The value is calculated by multiplying the Quantity and Unit Price, and automatically inserted in this field by the application.

Amount in F. Currency: The amount in F. Currency of the transaction. The value is calculated by multiplying the Quantity and Unit Price in F. Currency, and automatically inserted in this field by the application.

Inspection Result: The field used to record the inspection result information.

Transaction Aux. Code 1/2: Used to group the slip lines, filter a group of information during report generation and to display the totals of the grouped information. The user can use this field to record any necessary information that is not included in the slip.

Attention: The Transaction Aux. Code is different from the Aux. Code on the upper side of the slip. The Aux. Code field displays the aux. code of the whole slip, while the Transaction Aux. Code field of the line is used to group the transactions.

In the LOGO application, filtering can be done by Transaction Aux. Code information in all slip reports. However, the slips can not be sorted by Transaction Aux. Code.

F. Asset Record: When Fixed asset is selected on the Type field, the Fixed Asset Record Code is displayed on this field of the slip line.

Additional Tax Amount: In Usage and Scrap Slips, this field displays the Additional Tax amount of the material selected in the line.

Description: The description of the transaction.

Project Code: The project code of the transaction of the slip line. Defined projects are listed, and the appropriate definition is selected.

Warehouse: This information can be entered separately for the transaction in the slip or line. In this way, the transactions of the same AR/AP with different warehouses can be recorded on a single slip. To do so, Yes option must be checked on Changing Slip Lines Warehouse Info of the Material Management Parameters. By doing so, the warehouse information of the material in the line can be recorded on the Warehouse field.

Slip Total Info

The following information is recorded in the Slip Total Info section:

The currency type to be used in the whole slip and slip lines is specified in the Currency Type field located in the Slip Totals section of the material slip. One of Reporting Currency or Euro, and Local Currency, Reporting Currency or Euro options is selected for the whole slip and slip lines respectively.

When Reporting Currency or Euro is selected for the slip lines, the Unit Price and Amount of the processed material are recorded in the Unit Price in F.C. and Amount in F.C. fields.

The Total Additional Tax and Total of the slip are calculated by the application in the Local Currency and the Currency Type specified for the whole slip and transferred into the relevant fields.

Details

The Description, Document Tracking Number and the Input from Production Tracking Number the slip are recorded in the Details tab of the material slip.

The Quick Production Slip Number field is available only in Usage, Scrap and Input from Production slips. For slips with Quick Production connection, the number of the Quick Production Slip is automatically inserted in this field.

Material Management Slip Right Mouse Button Menu

In addition to the fields displayed on the screen, the windows accessed through the options of the right mouse button menu can be used to record information on the Material Line. The functions of these options are:

Dimension Totals: The option used to track the dimension totals of the material in slip line.

General Ledger Codes: Used to enter and apply the G/L account codes using the slip. Displays the Journal Slip generated by Posting to G/L Accounts.

Barcode Entry: Used to record the material transactions using the barcode reader.

Unit Conversion: Located in the right mouse button menu of the Usage, Scrap and Input from Production slips. The dynamic unit conversion allows the materials for which the units do not have fixed connections to be accurately converted. By doing so, the sales and inventory reports are generated using the requested unit and with accurate numbers. The unit conversion rate specified in the material may not be applied to certain material lines. In this case, after specifying the unit in the material line of the slips and invoices, the conversion factor to be applied only to that transaction is entered using Unit conversion option.

F. Currency Info Entry: Used to record the Reporting Currency information for the selected transaction.

Batch Selection of Variants: In slips and invoices, in case processed material is a configurable item, it is used to transfer material variants to slip lines in batch after selecting them according to their characteristics and after determining their quantity and unit prices.

Apply Alternative Material: Used to apply the material alternative to the transaction.

Vendor Code Entry: Used to save the material with the Vendor Code according to the transaction in the slip line.

Customer/Supplier Code Entry: Used to record the material transactions with Customer/Supplier Code.

Material Status: Used to display the latest status information of the material.

Warehouse Totals: Used to view the material status by warehouse.

Material Level: Indicates the impact of the transaction entered to the line on the material status.

Cost Factors: If the Production Control section is used, the cost factors to be used in the calculation of realized production order costs are recorded using this option. This option is available only in the right mouse button menu of the Inputs from Production Slip.

Detailed Info: Used to record the detailed description of the transaction line.

Costs: This option is located in the right mouse button menu of the usage and scrap slips. The cost and profit rate of each line in the slip is tracked according to the selected costing method.

Find: Used to search the requested material in the slip lines.

Number of Lines: Displays the total number of lines in the slip.

Back to Defaults: Displays the material management slip with the dimensions recorded in the system.

Associate with Fixed Asset Records: Used to associate the transaction with the fixed asset.

Material Class Detail Lines: Used to record the line distribution details in transactions of material class type.

Apply Distribution Template: Used to record the material class details by applying distribution templates to the lines of the general material class.

General Ledger Codes

The General Ledger Codes to be applied to the transaction are recorded using the General Ledger Codes option of the right mouse button menu, and the journal slip lines to be generated when the transactions are posted to G/L accounts are tracked.

The lines of the journal slip generated when the transaction is posted are displayed on the General Ledger Codes window as a table.

The General Ledger Code, G/L Account Description and Overhead Pool fields are for data entry. Indicates the G/L Accounts that the transaction will be posted to and the transaction’s Overhead Pool. The other fields of the table display the Debit and Credit amounts reflected to the G/L accounts of the slip.

The general ledger codes can be applied to the whole slip or to the slip lines if the slip includes more than one material transaction. To do so, the following options located in the right mouse button menu of the General Ledger Codes window are used:

• Apply G/L Codes (General)
• Apply G/L Codes (Line)

Apply G/L Codes (General): Apply G/L Codes (General) option includes Empty Codes Only and All Codes options. When All Codes is selected, all the codes specified in the G/L Connection Codes are applied to the transaction; when Empty Codes Only option is selected instead, the application is done for empty connections.

When the General Ledger Codes are applied, the Journal Slip to be generated when the transactions are posted is displayed on the screen as a table.

If a transaction in any line of the slip will be tracked under a different G/L account, the code can be changed. In this case, only the transaction entered with this slip will be posted to the G/L account under the general ledger code specified here.

Apply G/L Codes (Line): The General Ledger Codes can be applied to the whole slip or to requested lines of the slip. “Apply General Ledger Codes (Line)” option of the right mouse button menu is used to apply the General Ledger Codes to the line. In this case, the General Ledger Codes are applied only to the transaction of the selected line and the Journal Slip to be generated when the transactions are posted is displayed on the screen.

The General Ledger Codes are recorded using the G/L Connection Codes located under the Main Records menu of the General Ledger section. During the G/L connection codes definitions, it is also specified that whether or not the G/L Account and Overhead Pool Codes defaults will be displayed in the General Ledger Codes window.

Dimension Totals

The option used to track the dimension totals. The dimension information for the Material or Material Class in the line is recorded using the Unit Sets option. The values specified here are transferred into the Material and Material Classes using the Units option. As many units as required can be defined in the Unit Set for the material, and the corresponding dimension information is separately recorded for each unit.

In the Material Slips, all material dimension information is tracked according to the unit processed in the line, using the Dimension totals option. The Width, Length, Height, Area, Volume and Weight information specified in the unit definitions of the materials is displayed in the relevant lines of the Dimension totals window.

F. Currency Info Entry

Reporting currency information of the transaction in line is saved by using F. Currency Entry option in material slips. F. Currency Info Entry option is located in right mouse button menu.

Reporting currency type specified in period definition, daily exchange rate belonging to the slip date read from daily exch. rate table for that currency type and amount in FC against unit price calculated over this value are displayed automatically in F. Currency Info window. If transactions will be performed over a different exchange rate, exchange rate can be changed.  

Reporting Currency: It is displayed in currency field automatically. Reporting currency is specified in Working Info page while defining Company and it is transferred to transactions automatically. Reporting currency type can not be changed during transactions.

Amount in F. Currency: It refers to transaction amount (TL) in foreign currency type. It is calculated over daily exchange rate read from daily exchange rate table by the application and transferred to the relevant field.

Exchange Rate: It refers to daily exchange rate of reporting currency. If daily exchange rates belonging to the transaction date are not entered, they are transferred to the field automatically.

Daily exchange rate belonging to the slip date which is read from daily exchange rate table and unit price against amount in FC calculated over this value are transferred to the relevant fields automatically. When any data is entered in a field located in transaction window, values of other fields are written after recalculating. That is to say;

If we are to perform transaction over a different exchange rate, new value is written directly in exchange rate field or exchange rate of the required day is selected from exchange rate table. In this case, local currency against unit price in FC calculated over the new exchange rate is calculated by the application and written in Unit Price in F. Currency field.

Updating Pricing Currency Exchange Rate for all Slip Lines

In material slip, it is possible to determine reporting currency exchange rate and to reflect this to all slip lines. “Exchange Rate will be Updated for all Lines” option of the F. Currency Entry window is used for this logic. In the event of marking this option, the exchange rate changes for reporting currency, will be valid for all lines of material slip.

Barcode Entry

If the information of the materials processed in the slip lines will be recorded using a barcode reader, Barcode Entry option located in the right mouse button menu is used. 

When the Barcode Entry is selected in the slip lines, the Barcode Entry window where the barcode will be read or directly inserted is opened. The Code and Description of the Material for which the barcode is read are transferred into the Code and Description fields of the slip line using the Add to Line button. When a new barcode is entered for the same material, Quantity changes automatically.

Batch Selection of Variants

In slips and invoices, in case processed material is a configurable item, it is used to transfer material variants to slip lines in batch after selecting them according to their characteristics and after determining their quantity and unit prices.

Related material’s previously defined characteristics and their values are listed in this window with their descriptions. Desired characteristics are selected and variant properties for which slip or invoice will be generated are specified.

Selected characteristics can be corresponded to more than one variant. With this window, more than one line can be added to slip / invoice.

If there is not a variant description in system containing desired characteristics “Automatic Variant Assignment” option is used.  When this option is clicked, “In case of a variant not found with selected characteristic values, it will be generated automatically” message is displayed. If “OK” is selected, material variant is generated containing  selected characteristics.

Add Material Code To The Beginning Of Variant Code: If you want to add the relevant material code to the beginning of new variant code when variant is assigned automatically, this field is checked.

Add Material Description To The Beginning Of Variant Description: If you want to add the relevant material description to the beginning of new variant description when variant is assigned automatically, this field is checked.

In Batch Selection of Variants window, each material characteristic is displayed in a separate tab. “All” tab displays all caharacteristics and their values of material with their descriptions. This tab provides ease of use in case there are numerous material characteristic values.

The quantity, unit price and unit info to be valid for each variant is recorded from the fields located at the bottom of Batch Selection of Variants window.

The Physical Inventory and Actual Inventory information of each material variant is displayed in related fields at the bottom of window as well.

All variants specified in Batch Selection of Variants window are transferred to slip / invoice lines with their quantity and unit price info by using “Transfer” button.

Batch Update of Variants

Material variant data can be updated in batch. To do that “Batch Update” option is used which is located in F9 / right mouse button menu of Material Variants list.

For batch update, firstly the records to be updated are selected. The information to be updated is specified in Batch Update filter lines displayed when Batch Update option is selected. Selected variant information is updated with the information entered in filter lines. They are the followings:

Variant Browser Filters

Filter option is used to display the records of the materials variants list that match specific conditions. In this way, the requested record can easily be found and tracked. The filter option is located in F9 key/right mouse button menu of the Variants list. The filter options and values are:

Vendor Code Entry

The Vendor Code is the code of the material processed in the vendor. The material code used by a company is generally different from the one used by the vendor of that material. In such cases, the user has to find the corresponding internal code for the material code specified on the slip when recording the invoices and Disp./Receipt supplied by the vendor. This method is time consuming and open to errors. The Vendor Code recorded in the material allows such problem to be resolved. In other words, the Vendor Code is sort of a second Material Code field.

The information of the Purchase Orders and the materials processed in the purchase receipts and invoices can also be saved by assigning a Vendor Code. The user can easily reach the company’s own material definition by using the Vendor Code when entering the slip or invoice. The Vendor Code Entry located in the right mouse button menu is used to select materials by Vendor Code. The Code and Description of the material for which the Vendor Code is entered is transferred into the Code and Description fields of the slip line.

Unit Conversion

The Unit Conversion allows the materials for which the units do not have fixed connections to be accurately converted. In this way, the purchase and inventory reports are generated accurately according to the desired unit.

The Material Transactions are recorded, tracked and reported with more than one unit type. A Unit Set is generated for each Material when the Materials are recorded. A main unit and units in the required number are recorded in these Unit Sets and used in transactions.

The Quantity is displayed in the Status Info window using the Main Unit. The reports can be generated using the requested Unit type. If unit conversion is required for reporting, the Unit Conversion Factors are used and the correct quantity information is calculated.

However, the Unit Conversion Rate specified in the Material or Material Class may not be applied to certain material lines. In this case, a different Unit Conversion Factor to be applied to that transaction can be entered using the Unit Conversion option located in the right mouse button menu accessed by clicking the Unit column of the related material while the slip or invoice window is open.

Lot/Serial/Location Info

If the Materials are tracked by Serial Number or Lot Number, the Lot/Serial Numbers are recorded using the Serial/Lot/Location Info option located in the right mouse button menu.

Tracking is performed by assigning a Lot Number if Lot Number tracking will be used, or by assigning a Serial Number if Serial Number tracking will be used.

The Lot/Serial Number Entry window displays the Location Code, material Expiry Date and Note (the degree of conformity determined after inspection) information along with the Lot or Serial Number. If the material is processed with units other than the Main Unit, the Unit Conversion information and the dimension information are recorded using the Unit Conversion option located in the right mouse button menu of the Lot/Serial Number Entry window.

In output transactions, the Input Transactions are listed and the related Lot or Serial Number is selected.

Material Slips Lot/Serial Info

In Input from Production, Carrying Over and Cycle Count Excess slips, the Lot and Serial Numbers can be entered according to the Tracking Method specified, using the Serial/Lot/Location Info option of the right mouse button menu while the slip is open.

In tracking by serial number operations, different serial numbers are assigned in the quantity specified in the line. The serial numbers can be defined by the user or generated by the application.

The user defined serial numbers are recorded using “New” option of the Select Serial Number window located in the right mouse button menu. The serial number and description are recorded in the code and description fields.

The user can define serial or lot numbers during transaction according to the selection made in the Lot/Serial Numbers line which is one of the Material Management Parameters options of the Definitions menu of the Administration section. This parameter consists of two options: “Do Not Enter During Material Transaction” and “Enter During Material Transaction”. If “Do Not Enter During Material Transaction” is selected, the user can only use the defined numbers but can not define serial or Lot number on the slip.  

Using “Generate Lot/Serial Number” option, the serial numbers can be automatically generated by the application once the start number and quantity are specified. The serial numbers to be transferred to the transaction are specified by selection, and transferred to the material in the line by clicking the Transfer button.

The quantity of the materials for which the tracking method is Lot is specified in the quantity column of the Serial/Lot/Location window. In this method, each material input and output transaction is assigned with a lot number. This lot number is applied to any input or output quantities in the slip or invoice.

The other information recorded and tracked in the Serial/Lot/Location entry window are:

Location Code: The code of the material location in the warehouse. If the material’s location code in the warehouse is specified using the Warehouse Parameters in the material record, such code is transferred into the field as default. The location definitions are listed and the related definition is selected. If “Track by Location” operation is specified for the material, the location is controlled during the transaction. Depending on the inspection method, the slip is not recorded or is allowed to be recorded under the control of the user.

Expiry Date: Indicates the expiry date of the material in the line. The current date comes into field as default.

Grade: The evaluation grade of the material resulting from the inspection is recorded in this field if the Inspection system is used.

If the Material Management Parameters option of the Definitions menu located in the Administration section is specified as Divisible Lot Size and if the quantity specified in the line is less than the lot numbers, the remaining lot numbers can be used in another output transaction.

In the Usage, Scrap, Cycle Count Deficit and Warehouse Transfer Slips, the output lot/serial numbers of the material tracked by lot/serial numbers are recorded in association with the input transactions. When the Serial/Lot/Location is selected in the material line of the slip, the output transactions window is opened. The Input Transactions located in the right mouse button menu are selected. The recorded input transactions are listed by entering the serial number of the material. The serial and lot transactions to be associated to the output transactions in the line are checked by selecting with the mouse or search button and transferred to the related field by clicking “Transfer” button.

In the Warehouse Transfer Slips, the serial or lot numbers of the output transactions are recorded by associating with the input transactions. For transactions between the warehouses, the location codes belonging to the warehouses which the material is output from or input to are tracked and recorded under the Source Warehouse, Destination Warehouse and Location Code columns of the lot/serial output window.

Material Class Detail Lines

In case that the transaction in the slip or invoice line belongs to a Material Class, the line Type is selected as Material Class. The Material Class can be either Material Class (General) or Material Class (With table).

If the line transaction belongs to a Material Class, the Code of the Material Class is defined in the Code field. Then the Material Class Details located in the right mouse button menu is selected.

The child materials connected to the Material Class are listed in the Material Class Detail Lines window that opens. The material of the transaction is selected. The Code, Description, Quantity, Unit, Unit Price, Unit Price in F.C., Currency Type, Amount, Amount in F.C. and Transaction Aux. Code information for each material within the Material Class is recorded in a separate line.

The slip detail lines with line type of Material Class and Class type of Material Class (General) can also be recorded using the Distribution Templates.

In Material Class (General) type slip lines, the information of the Child Materials are recorded using the right mouse button menu options of the Material Class Detail Lines window. The menu options are:

Times Increment: Used to increment the child material quantity.

Serial/Lot/Location: Used to record the Lot/Serial and location information of the child materials for tracked materials.

F. Currency Info Entry: Used to record the f. currency info of the transaction.

Dimension Totals: Used to track the dimension totals.

Warehouse Totals: Used to track the Child Materials of the Material Class.

Material Status: Used to track the general status of the Child Material in all the warehouses.

Inventory Level: Indicates the actual material summary including the transaction in the line.

Material Input on Table

In lines for which the Material Class is selected as Material Class (With table), the slip line details are recorded using the Material Table option of the right mouse button menu. The Material Input using Matrix Interface window consists of three main sections: Slip Line Info, Detail Line Info and Material Class.

The general information of the slip line is displayed on the Slip Line Info section. The following information is recorded in this section:

Quantity: Indicates the transaction quantity of the Material Class. The Times Increment button is used to specify the quantity related to the Material Class Detail Lines.

Unit: This field is used to specify the unit to be applied to the Material Class transaction. The units belonging to the Material Class are listed and a selection is made.

Description: The description of the slip line.

The material table generated according to the Material Characteristics is displayed in the Material Class section. The transaction quantities are recorded to the related columns of this table.

The Detail Line Info section is used to record the details of the line information. The following information is recorded in this section:

Quantity: The total purchase or sales quantity of the material class processed in the line.

The Transaction Aux. Code of the Material Class type line is specified in the Transaction Aux. Code field. The defined transaction Aux. Codes are listed. The appropriate definition is selected or a new definition is made.

Description: The description of the Material Class (With table) line.

Project Code: The project code of the material connected to the Material Class. Defined projects are listed, and the appropriate definition is selected.

Unit Price: The unit price of the material connected to the Material Class. The Unit Price can be directly entered or transferred into the field by selecting the requested option after the Unit Price options are listed.

The values to be applied to the materials within the table for Material Class (With table) purchase and sales transactions are recorded using Multiple Value Assignment to Matrix option. The Unit Price, Transaction Aux. Code, Expiry Date and Description information of the materials transacted using the Material Class (With table) is recorded in batch in the Multiple Value Assignment to Matrix window.

Material Class (With table) Right Mouse Button Menu

Material Status (General): Used to track the general status information in all warehouses.

Warehouse Totals: Used to view the material status and transactions by warehouse.

Costs: This option is located in the right mouse button menu of the usage and scrap slips. The cost and profit rate of each line in the slip is tracked according to the selected costing method.

Material Level: Indicates the existing material status during transaction entry to the slip and the impact of the entered transaction on the material quantity and is used to track the material status in real time during slip entries.

Number of Lines: Displays the total number of lines in the slip.

Apply Distribution Template

In the slip lines of Material Class (General) type, the details of the Child Materials of the Material Class can also be recorded using the Distribution Template by selecting “Apply Distribution Template” option of the right mouse button menu. The Child Materials of the Material Class and their quantities specified in the template are automatically transferred into the line. If the Child Material quantity in the line is different from the template, an increment value is entered using the Times Increment option of the right mouse button menu.

In the LOGO application, information about the child materials for which the lines are generated by applying the Distribution Template, -such as the Unit Price and Transaction Aux. Code- can be recorded using the Material Class Detail Lines option of the right mouse button menu. Furthermore, in Material Class type slip lines, the Lot/Serial and Location Info information are recorded using the Serial/Lot/Location option located in the right mouse button menu of the Material Class Detail Lines window.

Apply Alternative Material

If the alternative of the Material processed in the slip line is required to be used, “Apply Alternative Material” option of the right mouse button menu is used. The alternatives of the materials are recorded in the Alternatives tab of the Material.

Print

The material slips are individually printed using “Print” option. The default value specifying printing method for the material slips is located in the Material Management Parameters. The material slips can be printed either at the moment they are recorded or later. In order to print the material slips individually, first the slip to be printed and then “Print” option is selected. Print window is used to specify the form to be used and the unit to be used for printing. The Material Slips can be reviewed on the screen before printing.

Batch Printing

Batch Printing option located in the right mouse button menu of the Material Slips list is used to print the slips in batches. The slips to be printed are selected on the Material Slips Batch Printing filter window. The filter options are:    

Printing Queue: This filter line is used to specify how the batch printing will be done. There are two options:

• By date
• By number

The Slip Date or Slip Number filter lines are used according to the selection made.

If By date option is selected, the start and end dates are entered in the Slip Date filter line and the slips between these dates are printed in batch.

If By number is selected, the start and end numbers are entered in the Slip Number filter line and the slips within this range are printed in batch.

Slip Date: This line is used to filter the slips by date.

Slip Aux. Code: Used to filter the slips to be printed in batch by Aux. Code. The slips with the specified Aux. Code can be printed in batch by making a group or range definition.

Division Number: This filter line is used to specify the division for which the batch printing will be applied. Defined divisions are listed and the division for which the slips will be printed is selected by checking.

All defined Divisions are selected as default in the LOGO application.

Department Number: The line used to filter the slips to be printed by the department number assigned while the slip is generated. The defined departments are listed and the requested department is selected.

All defined Department Numbers are selected as default in the LOGO application.

Warehouse Number: This filter line is used to filter the slips to be printed by Warehouse Number. The window that opens displays the warehouses of the division selected in the Division filter line. The warehouses to be processed for printing operation are selected by checking them using the Search button.

All defined Warehouses are selected as default in the LOGO application.

Slip Type: The slip types to be printed are specified in the filter lines of the material section that include the issued slip types. If more than one form definition exists for slip types, the relative forms are listed in each line and the Form Definition to be used for printing is specified.

Form Print Status: This filter line includes the Unprinted forms and all options. When Unprinted forms are selected, only the unprinted forms are printed.

The Batch Printing is performed by clicking “OK” button after setting the conditions in the filter line.

Post to G/L

Posting to G/L can be done either in the General Ledger section or in other sections of the application. “Post to G/L” or “Post to G/L in Batch” options located in the right mouse button menu of the Material Slips list is used to post the material slips to G/L. First the materials to be posted and “Post to G/L” or “Post to G/L in Batch” options located in the right mouse button menu are selected.

If multiple slips will be posted to G/L, the concerned slips are selected and posted in batches using Post to G/L in Batch menu.

The posting conditions are set in the Posting Material Transactions window. The defined conditions can be recorded using “Save Filter” button. To use the conditions in the saved filter file, the saved files are listed and selected using “Load Filter” button. The Post to G/L filter options are:

The Control option is checked in the Posting Control filter line if the Journal Slip resulting from the posting transaction will be recorded after the control. In this case, each generated journal slip is displayed and saved after being checked. If Do Not Control is selected in the Posting Control filter, the generated slips are checked directly in the relevant sections and written to the Posting file.

The Line Combining filter is used to define how the lines of the same record with the same G/L Connection Codes will be posted in the material slips posted to G/L. If Yes is selected in the Line Combining filter, the lines that belong to the same record within the slip and that will be tracked using the same G/L Account Codes are combined and displayed as one line in the resulting journey slip.

The content of the general description of the journey slip resulting from posting is specified in the G/L Slip General Description filter line. If the general description is to be regenerated, “Regenerate” option is selected. In this way, the description is generated by the application. However, if Will be Taken from Posted Slip is selected, the general description of the posted invoice is transferred into the generated journey slip.

The G/L Slip Date Assignment filter line is used to define the default G/L slip date to be applied. If Posted Slip Date Will Be Assigned option is selected, the date of the posted slip is transferred into the journey slip. In this case, the date to be applied is the date entered into the G/L Slip Date filter line.

Filter Material Slips

It is possible to display only the records matching the requested characteristics in the Material Slips list. To do so, “Filter” option located in the right mouse button menu of the Material Slips list is used. The records to be listed are specified with the selections made in the filter lines. The filter options are:

Quick Production Slips

The Quick Production Slips are used to generate the Input from Production, Usage and Scrap Slips quickly. The slips belonging to Mixed Case, Finished Good and material lines can be automatically generated using these slips. The Quick Production Slips are located in the Transactions menu of the Material Management section.

The options and functions of the right mouse button menu of the Quick Production Slips list are:

The information of the quick production transactions are recorded in the Quick Production Slip window accessed by clicking on “New” button located at the bottom of the Quick Production Slips list. During the quick production transactions the Finished Good, the Child Materials of the finished good, the Mixed Case and the lines of the mixed case are used.

The quick production slip consists of the following info used for the production of the finished good sections:

• General Slip Info
• Finished Good
• Child Materials

General Slip Info

The fields and functions of the Quick Production Slip window are:

Slip Number: The computer tracking number of the Quick Production Slip. Alphanumeric characters can be used to enter the number. The slips are sorted by their numbers. Each Slip Type has an independent sequence number. The Slip Number field is mandatory.

Date: The date of the transaction. The Slip Date field is mandatory.

Hour: Indicates the hour that the Quick Production Slip is recorded.

Aux. Code: A second field to which codes can be entered and is used to group the Quick Production Slips. Contains 10 characters. The aux. code allows the user to group the Quick Production Slips according to certain company specific criteria and to generate reports. The user can use this field to record any necessary information that is not included in the slip.

Authorization Code: Used to define detailed authorizations. The string is 10 characters long. Each user may be authorized to use different records depending on the job definitions. A planning process must be performed for detailed authorization definitions. First of all, the users or user groups that can access the Quick Production Slips; the Quick Production Slips they can access to; and the transaction types they can perform must be specified. Then the slip types must be assigned with different Authorization Codes according to the defined authorization groups.

The second field on the slip is used to record the information regarding the good to be produced.

Project Code: The project code of the slip. Defined projects are listed, and the appropriate definition is selected.

Finished Good Code: The code of the finished good or the mixed case to be produced. Material type can be selected as Finished Good or Mixed Case in the Materials list accessed by clicking on “...” icon.

Description: The description of the Finished Good or Mixed Case selected in the Code field. When information is entered into the Code field, the description of the Finished Good or the Mixed Case is automatically transferred into this field.

Order Slip Number: The Order Transactions of the Finished Good or the Mixed Case can be accessed by clicking on “...” icon located next to the field. The transactions other than the Order Transactions with Proposal or Cancel status can be selected.

Quantity: This field is used to indicate the number of units that the related Finished Good or Mixed Case will be produced. Decimal entries can be made depending on the divisibility of the unit to be produced. If the unit is divisible, decimal entries are allowed; otherwise decimal values can not be entered.

Unit: The Main Unit of the finished good is automatically inserted; however, a selection can be made from other defined units if necessary.

Warehouse: When the Finished Good is selected, the Finished Good Warehouse specified in Finished Good Child Materials definition is automatically inserted in this field. If a material with Mixed Case Type is selected, the Central Warehouse number “0” is automatically inserted in the field; however, the warehouse can be changed if necessary.

The third field consists of the lines belonging to the child materials generated using “Calculate Materials” option located in the right mouse button key. This field consists of the Child Materials window if the material to be produced is a Finished Good; or from the Mixed case lines if the material is a Mixed Case.

If the Quantity, Unit or Warehouse fields are changed after the Child Materials of the Finished Good or Mixed Case are generated, the Child Materials must be recalculated using “Calculate Materials” option. If the slip is attempted to be generated without recalculation, the application displays “Recalculation must be made” message and generates the relevant slips by recalculating them. The quantity calculation is performed as in the example below:

Example:

A = Production Quantity

B= The Production unit - Main Unit conversion factor

C= The finished good quantity in the Child Materials window (C=1 for Mixed Case)

D= The Finished Good Unit in the Child Materials window (Main Unit for Mixed Case) x Main Unit conversion factor

P = Quantity Factor

P = [AXB] / [CXD]

Material Quantity = The Quantity in the Child Materials lines x P

Let’s assume that the Unit Set of the material code MM.001 is defined as follows:

Main Unit = Box

1. Child unit = Quantity (2 pieces = 1 box)

2. Child unit = Parcel (1 parcel = 10 boxes)

Child Materials

The HM.001 quantity required to produce 2 parcels of MM.001 is calculated as follows:

A = 2

B = 10 (10/1)

C = 1

D = 0,5 (1/2)

P = (2*10) / (1*0,5) = 40

HM.001 Quantity = 10*40 = 400 pieces.

Recording the Quick Production Slip

When the Quick Production Slip is recorded, the Material management slips of the material lines and the finished good are automatically generated. The generated slips are Input from Production Slip for finished goods, and Usage and Scrap Slips for child materials. These slips are accessed using the Material Slips option located in the right mouse button menu of the Quick Production Slips list.

The Date and Hour information of the Quick Production Slip are inserted as default in the Date and Hour fields of the Input from Production, Usage and Scrap Slips.

Only the Finished Good transactions are displayed in the generated Input from Production Slip. The Quantity and Unit information of the slip is the Quantity and Unit information of the finished good. Also the Warehouse, Plant and Division information of the slip is transferred from the Quick Production Slip. The department number “0” is automatically inserted in the Department field.

The Warehouse of the Usage and Scrap Slips generated for the child materials is the Warehouse specified in the child material lines; and the Plant and Division are the Plant and Division that the Warehouse is related to. The department number “0” is automatically inserted in the Department field.

 
The Line Quantity of the related child material is multiplied with the Scrap Rate while the Scrap Slip is generated. If the resulting value is decimal and the Unit applied to the child material is ‘divisible’, the result of the multiplication indicates the Scrap Transaction Quantity. If Unit applied to the child material is ‘not divisible’, the Scrap Transaction Quantity is calculated by rounding the result of the multiplication upwards. The value of the Scrap Rate field must be different from zero for the Scrap Slip to be generated.

During slip generation, the Usage and Scrap Transactions of the same warehouse are collected in separate slips.

Requirement List

The report option used to generate the Material Requirement List of the Quick Production Slip. The Requirement List displays the gross and net requirements for the materials listed in the Quick Production Slip. The Requirement List report is located in the right mouse button menu of the Quick Production Slips list.

The filter options of the Requirement List report are:

Parting Transactions

In addition to saving quick production slips for finished good and mixed case materials, Quick Production Slips can also be used to record Parting Transactions.

Parting transactions are recorded by first clicking the slip type field on the quick production slips list and then selecting Parting slip type.

The parting operation information record is recorded on the window that opens.

General slip information is recorded on the fields at the top of the slip.

The fields on the finished good section are used to record transaction information.

Finished Good Code: This field is used to indicate the finished good to be parted. Recorded materials are listed by clicking on “…” icon and the related material is selected.

The Quantity field is used to enter the transaction quantity.

Once the finished good information is entered, “Calculate Materials” option located in the right mouse button menu is used to list child materials and their quantities.

Parting operation is completed when “Save” button is clicked.

Cost Distribution Slips

Cost distribution slips are used to distribute purchased services within the period to the material costs. Cost distribution transaction can be done for only “affects cost” field checked service card transactions.

The Cost distribution slips are located in the Transactions menu of the Material Management section.

The options and functions of the right mouse button menu of the Cost Distribution Slips list are:

Cost Distribution Slip Info

The fields and functions of the Cost Distribution Slip window are:

Slip Number: The record number of the cost distribution slip.

Date: The date of the transaction. The Slip Date field is mandatory.

Hour: Indicates the hour that the cost distribution slip is recorded.

Aux. Code: A second field to which codes can be entered and is used to group the cost distribution slips. Contains 10 characters. The aux. code allows the user to group the cost distribution slips according to certain company specific criteria and to generate reports. The user can use this field to record any necessary information that is not included in the slip.

Authorization Code: Used to define detailed authorizations. The string is 10 characters long. Each user may be authorized to use different records depending on the job definitions. A planning process must be performed for detailed authorization definitions. First of all, the users or user groups that can access the cost distribution slips; the cost distribution slips they can access to; and the transaction types they can perform must be specified. Then the slip types must be assigned with different Authorization Codes according to the defined authorization groups.

The second field on the slip is used to record the information regarding the good to be produced.

Document Number: The document number of the cost distribution slip.

Surcharges To Be Distributed

In this part of the slip, the surcharges are entered that will be distributed to material costs. The surcharges are determined by “Filters (Surcharge to Distribute)” option located in the F9/right mouse button menu of the slip. The filter options are:

Once the conditions are set, “OK” button is clicked and the surcharges are distributed to material costs.

The slip lines contain the following info:

Slip Type: The slip type of the surcharge that will be distributed to materials. Contains the following options:

• Service Purchased Invoices
• Service Sales Invoices

According to the selection on the filter line one of the option displays in the slip line.

Slip Number: Slip number of the service purchased invoice or service sales invoice.

Slip Date: Slip date of the service purchased invoice or service sales invoice.

Service Code: The code of the service purchased or service sale.

Service Description: The description of the service purchased or service sale.

Distribution Type: Indicates how the purchased/sale service amount will be distributed to materials.

This field contains the following options:

• Material Value
• Material Quantity
• Weight
• Volume
• Rate    
• Amount
• Will not be Distributed

Amount: The amount of the service invoice.

Amount (R.C.): The amount of the service invoice in reporting currency.

Distributed Amount: Displays the service distributed amount before.

Distributed Amount (R.C.): Displays the service distributed amount before in reporting currency.

Total To Be Distributed: Used to enter the amount to be distributed to the materials in distribution slip.

Total To Be Distributed (R.C.): Used to enter the amount to be distributed to the materials in distribution slip in reporting currency.

In addition to service invoice amounts that will be distributed, the amount of these invoices subjected to the rediscount can also be distributed with Cost Distribution Slip. For this, Amount (IFRS), Amount (IFRS) (RC), Distributed Amount (IFRS), Distributed Amount (IFRS) (RC), Total to Distribute (IFRS), Total to Distribute (IFRS) (RC) fields are used.  

Materials

In this part of the slip, the material info is entered that that the surcharges will be distributed to. The materials are determined by “Filters (Materials)” option located in the F9/right mouse button menu of the slip. The filter options are:

Once the conditions are set, “OK” button is clicked and material transactions to which surcharges will be distributed are transferred to the slip lines.

Slip Type: Material slip type that the cost distribution will be done to.

Slip No: Material slip number.

Slip Date: Material slip date.

Warehouse: The warehouse that the material in line belongs to.

Material Code/Description: The material code/description that cost distribution will be done to.

Variant Code/Description: The code or description of the material variant in case the processed material in line is configurable. The defined material variants are listed by clicking on “...” icon on both fields, and a selection is made.

Quantity: Material slip quantity.

Unit Price: The unit price entered in the material slip.

Main Unit: The main unit info of the material slip.

Distribution Rate: If the distribution type is selected as “Rate”, the distribution rate is indicated in this field.

Distribution Amount: Indicates the distribution amount of cost for the material transaction in line.

Distribution Amount (IFRS): Specifies expense’s distribution amount, subjected to the rediscount, for this material transaction.

If “List” option is selected in Period Closing Records filter line located in Material filters, Latest Period Closing records generated by the cost method which is specified in Material Cost Method parameter line located in Material Management Parameters, will be listed in Materials section of Cost Distribution Slips and Sales Provision Slips. Cost is distributed to the period closing records listed inhere. In order to list period closing lines by materials, material code filter is used.

If any of the period closing lines are used in cost distribution or sales provision distribution slips, period closing record of the relevant materials can not be undone while undoing material period closing transaction.

Sales Provision Distribution Slips

Sales Provision Distribution Slips are used to distribute purchased / sold services within the period to the sold material costs. Service worth is distributed to sales transactions.

Sales provision distribution slips are located in the Transactions menu of the Material Management section.

The options and functions of the right mouse button menu of the sales provision distribution slips list are: