The general information of the material is recorded on the General Info tab of the Material. The information contained in the General Info tab:
Aux. Code: A second field to which codes can be entered and is used to group the material classes. Contains 10 characters. Alphanumeric characters can be used to generate the code. Allows the user to group the materials by certain company specific criteria.
Authorization Code: Used to define detailed authorizations. The string is 10 characters long. Alphanumeric characters can be used to generate 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 Materials. The string is 16 characters long. The materials 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 dispatches/receipts 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.
Payment Type: The code of the payment plan expected to be used continuously or most frequently in the purchase and sales of the Material. 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. This date can be changed by the user.
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 can not be used in slips and invoices.
If Passive is selected for the Status of a Material, the Passive records are not displayed in the Materials lists accessed through the slips and invoices.
Add. Tax Code: The field used to specify the tax definition to be applied if the material 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. 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.
Apply to All MX Lines: This option is located only in Mixed Case type material cards. It is marked if defined VAT rate for the mixed case material will be used in transactions as dominant VAT rate. In this way, mixed case material's VAT rate will be dominant to the VAT rates of materials selected at transaction lines.
Contact Information: The options within this section specify whether or not the Material will be used in the points of sale, virtual store or electronic commerce transactions.
Usage Point: Indicates the application sections where the Material will be used. This field has three options:
- Material Management
- Purchase and Sales
- Distribution
All three fields are selected as default in the application. A single field or all fields can be selected for the relevant material. The materials with no Usage Points defined are not displayed in the Material list of the slips and invoices accessed through the Material fields. The Usage Point information can be changed even if the Material 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.
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.
Apply Deduction: This field is checked to apply deduction to material.
Sales Deduction Rate: It is the deduction rate which will apply for the sales operations for the material 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 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 cards.
Track by Location: The Location Tracking option allows the location of material to be tracked within the warehouse. This box is checked if "track by location" transaction will be performed for the material. 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.
Configurable: This field is checked if the material is configurable. When a material is checked as configurable, the material variants can be generated with different kinds of characteristics and values.
Package: This field is checked if the material will be used as a package in packing transactions.
Tool: This field is checked if the material will be used as a tool in inspection transactions.
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 Materials of which the Tool box is not checked can not be used in the Inspection Characteristics set. The Tool box can be unchecked from the Material Record.
If "Track by Location" option is used, the material definition can not be recorded without specifying the location in the LOGO application.
Apply Special Assessment: It is used to calculate additional tax based on material over amount without discount. If this field 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.
Distribution Grade: Indicates the dimension information to be applied to the distribution transactions of the material if the Distribution system is used.
Average In-Stock Time: It is the average in-stock time to be considered in price index assignment transactions in cases that the inflation accounting feature is used. The assignment method default is specified using the price index assignment parameter located in the Material Management Parameters.
ISO Number: This option is used to record the ISO Numbers of the material. 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 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: The consolidation code that will be used for the material. The related consolidation code of the material is indicated or defined codes are listed and the relevant code is selected.