Product Maintenance - Revision history

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Key Fields

Chanson: /* Auto Qty and Default Qty */

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Auto Qty and Default Qty

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Key Fields

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Key Fields

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Key Fields

Chanson: /* Key Fields */

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Key Fields

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Key Fields

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:Billing and Accounts Receivable
::File Maintenance

==About This Program==
Product Maintenance is a standard [[File Maintenance Program]] used to maintain products in Keystone. Products in Keystone can be standard selling products, assembly products including concrete mix designs, and components including concrete ingredients.

==Using this Program==

[[Image:ArtProdMntIng.png]]

===Key Fields===
*'''Product Base:''' specifies the part of the product specific to the product,e.g. if a product code at plant 2 is 38C-02, the product base would be 38C. This is essential for cross shipping capability in Dispatch.
*'''Plant ID:''' The home plant for this product. Dispatch, Ticket Printing and Ticket Maintenance limit selection of products for a ticket based on this value.
*'''Product Class:''' is the key selection value for product and sales reports, and also used for special pricing capability.
*'''Auto Qty:''' See Below
*'''Default Qty:''' See Below
*'''Product Type:'''
**'''Concrete Mix:''' Identifying as mix is essential for proper dispatch handling
**'''Ingredient:''' for ingredients of a concrete mix
**'''Aggregate:'''
**'''Delivery:''' Rarely used - for special handling of delivery products.
**'''Other:'''

*'''Ingredient Type:''' Used for ingredients of a concrete mix. See Below
*'''Stocked:''' This controls whether inventory should be maintained on this product.
*'''Sellable:''' Indicates a product can be sold. Can be used to indicate a product is strictly an ingredient or compenent used for costing and inventory purposes.
*'''Price Rollup:''' is a special feature where an item, such as transportation, can be entered separately on tickets, but rolled into another product for tickets and invoicing.
*'''Dispatch Export:''' Product should be exported to detached dispatch system. Not needed for online dispatch or Keystone Ticket Printing.
*'''U/M:''' Default Unit of Measure used for inventory and sales.
*'''List Price:''' Default Selling Price.
*'''Std Cost:''' Standard cost for purchasing this item. NOTE: for assemblies, such as concrete mixes, this can be calculated by using [[Product Cost Rollup]]
*'''Std Disc:''' Standard Discount.
*'''Sales G/L:''' Sales G/L account number.
*'''Cost of Sales G/L:''' Used for sales cost report and to generate transactions when running inventory reconciliation.

==Auto Qty and Default Qty==
The Auto Qty and Default Qty Fields are essential for making data entry easy and accurate whenever entering ticket and order information. Programs including Ticket Maintenance, Dispatch Order Maintenance, Ticket Printing Order Maintenance and Ticket Printing establish default quantities based on these settings.

Auto Qty Values:
*'''Yes:''' Set the quantity of the Ticket (Order) to the value in Default Qty field. This quantity will apply to each ticket on an order. This is commonly used for transportation charges that apply to each ticket on an order.
*'''No:''' Enter the quantity manually
*'''Bring Down:''' Match the quantity of the main product. (Typically used for admixes and per load charges, e.g. Calcium by the yard or delivery by the TN)
*'''Order Quantity:''' The amount entered as the order amount should be used for each ticket. Useful for transporation by the hour. (infrequently used) This is very similar to the "YES" setting except the quantity is specified in the order.
*'''Order Remaining:''' Useful for items such as expansion joint, rebar, brick, block and hardware items AND good for once per order transportation costs such as Short Load Charges. For products with this setting, when the order quantity is specified it is assumed to go on the next ticket. If some of it is not taken the remain balance is assumed to go on the next ticket. (For example assume 10 expansion joints are ordered... The first ticket default to a qty of 10. If this were overridden to 8 the next ticket would default to 2)
**In Ticket Printing, use the balance of the order on the ticket. If less is shipping, the user will lower the amount, and the balance ships on the next ticket.
**In dispatch, the lower of the order '''Load Size''' or the remaining balance will ship.

==See Also==
*[[Creating Mix Designs]]

@@ Line 19: / Line 19: @@
 **'''Concrete Mix:''' Identifying as mix is essential for proper dispatch handling
 **'''Ingredient:''' for ingredients of a concrete mix
-**'''Aggregate:'''
+**'''Aggregate:''' Aggregate sold to directly to customer.  When aggregate is used in a mix it is type Ingredient with a Ingredient Type of Course or Fine Agg.
 **'''Delivery:''' Rarely used - for special handling of delivery products. (Do not use this unless instructed to do so)
 **'''Add-On Admixture:''' Sale component to selling an Admixture.  This price is rolled into mix prices for KPIs and other reports.

@@ Line 50: / Line 50: @@
 *'''Specific Gravity:''' This is used extensively to determine yield of product when creating mix designs.  It also can be used for the translation of quantities between volume and weight units of measure  (e.g. Gallons to Pounds).
 *'''Mix Design U/M:''' The default u/m to use when this product is added to a mix design.  e.g. an admixture may be stored in gallons, but the mix design u/m could be set to OZ or /C (per hundred weight).
-*'''Batch U/M:'''
+*'''Batch U/M:''' Only use this when the mix is sold in a different u/m than the batch control expects.  This will trigger a conversion of quantities.
 Accounts used by Inventory Reconciliation:

@@ Line 49: / Line 49: @@
 *'''UPC:''' Alternate code that can be used for the product by bar code scanners (or just by typing).
 *'''Specific Gravity:''' This is used extensively to determine yield of product when creating mix designs.  It also can be used for the translation of quantities between volume and weight units of measure  (e.g. Gallons to Pounds).
-*'''Mix Design U/M:'''
+*'''Mix Design U/M:''' The default u/m to use when this product is added to a mix design.  e.g. an admixture may be stored in gallons, but the mix design u/m could be set to OZ or /C (per hundred weight).
 *'''Batch U/M:'''

@@ Line 70: / Line 70: @@
 **In Ticket Printing, use the balance of the order on the ticket.  If less is shipping, the user will lower the amount, and the balance ships on the next ticket.
 **In dispatch, the lower of the order '''Load Size''' or the remaining balance will ship.
 ==See Also==
 *[[Creating Mix Designs]]

@@ Line 42: / Line 42: @@
-*'''U/M:''' Default Unit of Measure used for inventory and sales.
+*'''U/M:''' Default Unit of Measure used for inventory and sales.  NOTE: items such as concrete aggregates are typically set to TN for a primary u/m and then set to LB on the mix design tab.
 *'''List Price:''' Default Selling Price.
 *'''Std Cost:''' Standard cost for purchasing this item.  NOTE: for assemblies, such as concrete mixes, this can be calculated by using [[Product Cost Rollup]]
 *'''Std Disc:''' Standard Discount.
 *'''Sales G/L:''' Sales G/L account number.
 Accounts used by Inventory Reconciliation:
 *'''Cost of Sales G/L:''' Used for sales cost report and to generate transactions when running inventory reconciliation.

@@ Line 20: / Line 20: @@
 **'''Ingredient:''' for ingredients of a concrete mix
 **'''Aggregate:'''
-**'''Delivery:''' Rarely used - for special handling of delivery products.
+**'''Delivery:''' Rarely used - for special handling of delivery products. (Do not use this unless instructed to do so)
 **'''Other:'''
 *'''Ingredient Type:''' Used for ingredients of a concrete mix.  See Below
 *'''Stocked:''' This controls whether inventory should be maintained on this product.
 *'''Sellable:''' Indicates a product can be sold.  Can be used to indicate a product is strictly an ingredient or compenent used for costing and inventory purposes.
 *'''Price Rollup:''' is a special feature where an item, such as transportation, can be entered separately on tickets, but rolled into another product for tickets and invoicing.
 *'''Dispatch Export:''' Product should be exported to detached dispatch system.  Not needed for online dispatch or Keystone Ticket Printing.
 *'''U/M:''' Default Unit of Measure used for inventory and sales.
 *'''List Price:''' Default Selling Price.

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