The general information of the material is recorded on the General Info tab of the material class. The information contained in the General Info tab:
Aux. Code: A second field used to group the material classes. Contains 10 characters. The aux. code allows the user to group the material classes 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. Alphanumeric characters can be used to define the code. Each user may be authorized to use different records depending on the job definitions. A planning process must be performed for detailed authorization definitions.
Group Code: Used to group the Material Classes. The string is 16 characters long. The material classes can be grouped according to their types and characteristics with independent grouping methods and by using the group codes. This option is used for reporting and tracking purposes. The Group Code definitions are recorded using the Material Group Codes option of the Main Records menu.
Vendor Code: The code applied by the vendor for the material. The string is 24 characters long. 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 Dispatch/Receipt supplied by the vendor. This method is time consuming and open to errors. The Vendor Code kept under the Material Record helps this problem to be solved. The user can easily reach the company's material definition by using the vendor's Material Code when entering the invoice. In other words, the Vendor Code is sort of a second Material Code field.
The Vendor Code is entered in the slips and invoices using Vendor Code Entry option of the right mouse button menu.
Payment Type: The code of the Payment Plan expected to be used continuously or most frequently in the purchase and sales of the Material Class. The payment plans are used to record information such as the number of installments, payment dates and the default interest to be applied. When the Payment Plan is defined, a Payment Plan default value is displayed in the Payment Plan column of the Material or Material Class lines of the material slips and invoices. The user can change this plan if requested.
Shelf Life (Day): The period between the Expiry Date and the Production Date of a material is called Shelf Life. This field is used to calculate the defaults in the Input from Production Slips for the materials for which the Lot/Serial Numbers are tracked. The Shelf Life information is defined as Days, Week, Month, or Year. The number of Days specified in this field is important for the entry transactions of the materials for which the Lot/Serial Numbers are tracked. When a material for which the Lot/Serial Numbers are tracked is used in input transactions other than the warehouse and return transactions, the calculation is done by adding the Shelf Life indicated in the definition record to the Slip Date and is transferred as default to the Expiry Date field of the transaction entered into the slip. The user can change this date.
Expiry Date is calculated using the Production Date + Shelf Life formula.
The Shelf Life default is defined using the Shelf Life filter located in the Material Management Parameters. The selection made here is transferred into the cards. The Shelf Life information can be changed on the Material Record.
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 cannot be used in slips and invoices.
If Passive is selected for the Status of a Material Class, the Passive records are not displayed in the Material Classes lists accessed through the slips and invoices.
Additional Tax Code: The field used to specify the tax definition to be applied if the material class is subject to Additional Tax. The recorded Additional Taxes are listed and the appropriate definition is selected.
VAT Rate (%): The Purchase, Sales, Return, Retail Sales, Retail Sales Return VAT rates legally applicable to the material class. These rates are defined as percentages. The Vat Rate specified on the record is displayed as default on the VAT column of the material slips, orders and invoices when a line is entered for that given material. However, this value can be changed if necessary.
Access Information: The options within this section specify whether or not the Material Class will be used in the points of sale, virtual store or electronic commerce transactions.
Usage Point: Indicates the application sections where the Material Class will be used. This field has three options:
- Material Management
- Purchase
- Sales and Distribution
All three fields are selected as default in the application. A single field or all fields can be selected for the relevant material class. The material classes with no Usage Points defined are not displayed in the Material Classes list of the slips and invoices accessed through the Material Class fields. The Usage Point information can be changed even if the Material Class is used for transactions.
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.
Apply Deduction: Indicates that deduction will be applied to material class or not.
Sales Deduction Rate: It is the deduction rate which will apply for the sales operations for the material class applied deduction. Deduction rate default value is transferred from the "Deduction Numerator" and "Deduction Denominator" lines located in Administration > Sales Parameters. It can be changed when required.
Purchase Deduction Rate: It is the deduction rate which will apply for the purchase operations for the material class applied deduction. Deduction rate default value is transferred from the "Deduction Numerator" and "Deduction Denominator" lines located in Administration > Purchase Parameters. It can be changed when required.
Note: Only LEM users can define different deduction rates for sales and purchase operations in material class cards.
Track by Location: The location tracking is used to track the location of the materials or materials connected to a material class within the warehouse. This box is checked if "track by location" transaction will be performed for the material class. The Location Tracking default is defined using the Location Tracking filter located in the Material Management Parameters. The selection made here is transferred into the cards.
Package: This box is checked if the material class will be used as a package in packaging transactions.
Tool: This box is checked if the material class will be used as a tool in the Quality Control or Production processes.
The tool default is defined using the Tool filter located in the Material Management Parameters. The selection made here is transferred into the cards. The Material Records and Material Classes of which the Tool box is not checked cannot be used in the Inspection Characteristics set.
If "Track by Location" option is used, the material class definition cannot be recorded without specifying the location in the LOGO application.
ISO No: Used to record the ISO Numbers of the material if the German legislation is applied. The defined numbers are listed on the ISO
Codes window by clicking on "..." icon and the appropriate ISO Number is selected.
Manufacturing Place: Indicates the Manufacturing Place of the material class if the German legislation is applied. The defined codes are listed on the Manufacturing Place Codes window by clicking on "..." icon and the appropriate manufacturing place is selected.
Production Input Level: If "Procurement Type" is selected as "Production" at plant parameters of Finished Good or Semi Finished Good type material cards, depending on the production receipts of related materials, production input levels of these materials are assigned to this field.
Consolidation Code: It is the consolidation code that will be used for the material. Defined codes are listed and related consolidation code is chosen from the list; or it is defined manually.
Consolidation codes are defined in system part of the program.
Distribution Grade: Indicates the distribution grade to be applied to the distribution transactions of the material class if the Distribution system is used. The value entered here is used to calculate the necessary distribution vehicle space for the materials.
Customs Tariff Code: The Customs Tariff Code to be applied to the material if the Logo Connect application is used. The recorded definitions are listed and the related definition is selected.
Export Category No: The Export Category Number to be applied to the material if the Logo Connect application and the import and export features are used.
Brand Code: The brand code of the material used in Logo Connect applications. The recorded brand definitions are listed and the related definition is selected.