3 Item Maintenance

In order to meet certain requirements in Brazil, changes have been made at the item master level. This chapter describes the updates to the forms in the Item Maintenance module.

The following changes have been made:

• A new form Item Country window is added to the Item Maintenance form. For more details about this window, see the Item Country Window section.

• The Item Supplier Localization Fiscal Attributes window has been modified. For more details sse the Fiscal Attributes section.

• The Item Supplier Country of Sourcing window has been modified. For more details about this window, see the Item Supplier Country Of Sourcing section.

Item Country Window

The Item Attributes window enables you to record and edit information specific to a selected item. The Item Attribute window is a customizable window, and it has been modified to suit Brazilian requirements.

Navigate: From the RMS Start Menu, select Items.

1. In the Contents Of Items window, select Items. The Item Search window appears.

2. Search for and retrieve an item in Edit mode. The Item Maintenance window appears.

   Figure 3-1 Item Maintenance Window

   
   

3. Click the Country option. The Item-Country window appears.

   Figure 3-2 Item-Country window

   
   

   In the Item-Country window, you can link the item to the countries where it will be sold.

4. Click Add. A row is highlighted. From the Country ID LOV, select the country. This country is linked to the item.

5. Click Delete to remove the link between the country and item.

6. Click OK to exit the window.

Fiscal Attributes

To view/edit the fiscal attributes, do the following:

1. From the Options menu in the Item-Country window, select Fiscal Attributes. The Localization Flexible Attributes window appears.

   Figure 3-3 Localization Flexible Attributes Window

   
   

2. The Localization Flexible Attributes section contains the following fields:

   • Service Item – Select the check box to indicate that the item is a service item.

   • Merchandise Origin – Select the origin country of the item from the list box.

   • NCM – Select the NCM Code from the LOV.

   • NCM Characteristic – The characteristic of the NCM that defines the fiscal classification.

   • EX IPI – IPI Exception Code

   • Pauta – Pauta means a pre-defined base of calculation for ICMS-ST controlled at item level by the Government

   • Service Code – Fiscal Reclassification of a service item provided by a Tax Engine, which provides additional information over federal service code.

   • Federal Service – Service code provided by Federal Government of Brazil (based on the regulation number 116 from July 31st, 2003)

   • State of Manufacture – The state where the product is manufactured, each state has its own set of taxes for each item

   • Pharmaceutical List Type – Three different lists of medicines can be associated to the product and determines the tax calculation behavior. The list contains the following three values:

     • Negative – The product is associated with the negative list.

     • Positive – The product is associated with the positive list.

     • Neutral – The product is associated with the neutral list.

     • NULL – The product is not associated with any list.

3. The Other Fiscal Attributes section contains the following fields:

   • CEST - This field displays the Código Especificador da Substituição Tributária (CEST) code. The CEST code is used for the fiscal classification for items,

     which is used by the Brazilian government in Nota Fiscal audits and associated transactions.

   Figure 3-4 Item Fiscal Attributes Window

   
   
   
   

   Note: The fiscal attributes cannot be set for pack items.

   
   

   Figure 3-5 Other Fiscal Attributes

   
   

Item Supplier Window

The Item Supplier window enables you to add, edit, and view the suppliers for the current item.

Navigate: From the RMS Start Menu, select Items.

1. In the Contents Of Items window, select Items. The Item Search window appears.

2. Search for and retrieve an item in Edit mode. The Item Maintenance window appears.

   Figure 3-6 Item Maintenance Window

   
   

3. Click the Suppliers option. The Item-Supplier window appears.

   Figure 3-7 Item-Supplier Window

   
   

   In the Item-Supplier window, you can link the item to the suppliers where it will be sold.

Fiscal Attributes

To view/edit the fiscal attributes, do the following:

1. From the Options menu in the Item-Supplier window, select Item Country. The Item-Country window appears.

   Figure 3-8 Item-Country Window

   
   

2. From the Options menu in the Item-Country window, select Fiscal Attributes. The Localization Flexible Attributes window appears.

   Figure 3-9 Localization Flexible Attributes Window

   
   

3. The Localization Flexible Attributes section contains the following field:

   • Merchandise Origin – Select the origin country of the item from the list box.

   • FUOM Unit - Enter or change the fiscal unit of measure. This field is optional.

   • FUOM Conversion Factor - Enter or change the fiscal unit of measure conversion factor. This field is optional.

4. Click OK to save your changes, and close the window.

5. Click Apply. The Merchandise Origin is associated with that item supplier.

6. Click Cancel to undo the changes you specified in Localization Flexible Attributes window.

Item Location Window

The Item Location window enables you to change the attributes for one or more items at multiple locations.

Navigate: From the RMS Start Menu, select Items.

1. In the Contents Of Items window, select Items. The Item Search window appears.

2. Search for and retrieve an item in Edit mode. The Item Maintenance window appears.

   Figure 3-10 Item Maintenance Window

   
   

3. Click the Locations option. The Item Location window appears.

   Figure 3-11 Item Location Window

   
   

   In the Item Location window, you can link the item to the locations where it will be sold.

Fiscal Attributes

To view/edit the fiscal attributes, do the following:

Note: These attributes are available for editing only during the item creation. After the item is approved these attributes are available for view only.

1. From the Options menu in the Item Location window, select Fiscal Attributes. The Localization Flexible Attributes window appears.

   Figure 3-12 Localization Flexible Attributes Window

   
   

2. The Localization Flexible Attributes section contains the following fields:

   • Item under ST regime? - This check box is enabled when a location belongs to a country for which item fiscal attributes are already defined.

   • Merchandise Origin - This field is the code used by the system to determine the origin of the merchandise by location.

   • Merchandise FCI - This field is the FCI Code (Import Content Sheet) to control items with imported components.

   • Last Update Date - This field is the last date change log (Origin/FCI/Item/Location).

   • Last Update User - This field is the last user change log (Origin/FCI/Item/Location).

3. Click OK to save your changes, and close the window.

4. Click Apply. The Item under ST regime check box is associated with that item location.

5. Click Cancel to undo the changes you specified in Localization Flexible Attributes window.

Item Supplier Country Of Sourcing

The Item Supplier Country of Sourcing window enables you to enter the cost negotiated with the supplier. Based on this, you can view cost exclusive of all taxes, cost inclusive of all taxes, and the taxes applicable for that supplier.

Navigate: From the RMS Start Menu, select Items. In the Contents Of Items window, select Items. The Item Search window appears.

1. Search for and retrieve an item in Edit mode. The Item Maintenance window appears.

2. Click the Suppliers option. The Item-Supplier window appears.

3. Click the Item-Supplier-Country of Sourcing option on the Item-Supplier window. The Item-Supplier-Country of Sourcing window appears.

   Figure 3-13 Item-Supplier-Country of Sourcing Window

   
   

4. In the Item-Supplier-Country of Sourcing window, set the Country of Sourcing to BR. Click View.

5. In the Country of Sourcing Details section of the window, the Item Costing link is highlighted. Enter the details of the item. The Item-Supplier-Country of Sourcing window appears as given below.

   Figure 3-14 Item-Supplier-Country of Sourcing Window

   
   

Item Costing

In the Item Costing window, you can define the item costing details to set up an item.

Note: The Item Costing window can be accessed from the Quick Item Entry window and the Item Supplier Country Location window.

To define the item costing details, do the following:

Navigate: From the RMS Start Menu, select Items. In the Contents Of Items window, select Items. The Item Search window appears.

1. Search for and retrieve an item in Edit mode. The Item Maintenance window appears.

2. Click the Suppliers option. The Item-Supplier window appears.

3. Click the Item-Supplier-Country of Sourcing option on the Item-Supplier window. The Item-Supplier-Country of Sourcing window appears.

   Figure 3-15 Item-Supplier-Country of Sourcing Window

   
   

4. In the Item-Supplier-Country of Sourcing window, set the Country of Sourcing to BR. Click View.

5. In the Country of Sourcing Details section of the window, the Item Costing link is highlighted. Click Item Costing.

   In the Item Costing window, you can define the item costing details to set up an item.

   Figure 3-16 Item Costing Window

   
   

6. In the Filter section of the Item Costing window, some fields are non-editable and the values are defaulted from the previous window. The fields are as follows:

   • Item – This field displays the item code set from the previous form/window.

   • Supplier Site – This field displays the supplier site.

   • Country of Sourcing – This field displays the country of sourcing.

7. In the Delivery Country field, enter the country to which the item will be shipped to. The LOV displays only the countries associated with the item.

8. The Default Location is a non-editable field and is based on the delivery country selected.

9. Select the Primary Delivery Country check box for the designated primary delivery country.

   This defines multiple delivery countries for one supplier and country of sourcing combination. However, only one delivery country can be a primary delivery country.

10. Select the Item Costing Inclusive of Tax check box based on the delivery country. This is a non-editable field, and the check box is selected, if for the delivery country, the cost is inclusive of the tax.

11. Enter the Input Cost. Enter cost inclusive of taxes (NIC) or cost exclusive of taxes (BC).

    If the delivery country considers the item costing to be inclusive of tax, the input cost is interpreted as NIC, else it is interpreted as BC.

12. The Currency field is non-editable field. This field displays the currency based on the currency set for the delivery country.

13. Select the NIC is Static check box, in case you want to retain the same NIC for all locations ranged for the supplier and item combination.

    RMS makes a call to a Tax Engine by passing this NIC and location attributes. Based on the taxes fetched by the Tax Engine, RMS calculates the other costs. You can override the NIC at a location level. In case you do not select this check box, for all locations ranged, the BC will remain the same. RMS makes a call to the Tax Engine by passing this BC and location attributes. Based on the taxes fetched by the Tax Engine, RMS calculates the other costs.

14. Click the Calculate Tax button. The multi-record block displays the following:

    Table 3-1 Item Costing Fields and Description

    Field	Description
    Fields on the Multi-Record Block
    Condition Type	The individual tax codes are displayed as returned by the Tax Engine. The following costs are displayed: Base Cost (BC) – Cost exclusive of all taxes. Negotiated Item Cost (NIC) – Cost Inclusive of some taxes. Taxes which are included in the cost is mentioned on the VAT Code window. Extended Base Cost (EBC) – BC+ non-recoverable tax amount returned by the Tax Engine. IC (Cost Inclusive of all taxes) – BC+ tax amount returned by the Tax Engine. The records are displayed in the following order: Base Cost Taxes included in NIC NIC Non-recoverable Taxes Extended Base Cost Completely Recoverable Taxes Cost inclusive of taxes
    Condition Name	This field provides the description of the condition type. In case of tax codes, the tax code description is displayed in this field.
    Each	Value of condition type in terms of EACH.
    Case	Value of condition type in terms of CASE.
    Taxable Base	This field is populated only when the Condition Type is set to Tax Codes. This is the value on which the Tax Engine has applied the tax. This value is passed by the Tax Engine, and RMS uses the passed value to display on the window.
    Modified Taxable Base	This field displays the modified tax base that is calculated and sent by the Tax Engine. In some cases, the item is applicable to a tax rule that modifies the taxable basis, mostly in the form a lower taxable basis. In such cases the tax rate is applied on the modified taxable basis. Tax Engine calculates the modified base and then calculates the tax values accordingly.
    Tax Rate Type	Taxes can be applied as percentage or amount off or amount/unit. This field is populated only when the Condition Type is set to Tax Codes. This is passed by the Tax Engine against each tax code and RMS uses the passed value to display on the window.
    Tax Rate	Tax rate of the tax code. This field is populated only when the condition type is set to Tax Codes. This is passed by the Tax Engine against each tax code and RMS uses the passed value to display on the window.

    
    

Quick Item Entry

The Quick Item Entry window enables you to quickly create items in approved status. The required item information is available in one user interface of the application. Select the options that are available in the options list to add details to an item.

You can access the Item Costing window from the Quick Item Entry window.

Navigate: From the RMS Start Menu, select Items, then Quick Item Entry. The Quick Item Entry window opens.

1. In the Quick Item Entry window, enter the Department, Class, and Subclass details or select the values from their respective LOVs. Set the Country to BR.

   Figure 3-17 Quick Item Entry Window

   
   

2. Select the Item No Type from the LOV.

3. Select the Country link to access the Item-Country window. Set the fiscal attributes for the item.

4. In the Quick Item Country window, the Suppliers and Retail By Zone links are highlighted.

5. In the Primary Sourcing section of the Quick Item Country window, enter the values or select the values from the LOV for the following fields.

   • Supplier – Enter the supplier of the item here.

   • Country of Sourcing – Enter the country from which the item is sourced.

   • Country of Manufacture – Enter the country where the item was manufactured.

6. In the Pricing section of the Quick Item Country window, enter the Unit Cost(BRL).

7. Select the NIC is static check box.

8. In the Case Pack Information section of the Quick Item Entry window, enter the values for the Inner Size and Case Size. The Quick Item Entry window with the values is given below.

   Figure 3-18 Quick Item Entry Window

   
   

9. Select the Suppliers link. The Item-Supplier window appears.

10. In the Item-Supplier window, select the Item-Supplier-Country of Sourcing link. The Item-Supplier-Country of Sourcing window appears.

11. In the Item-Supplier-Country of Sourcing window, select the Country of Sourcing. Click Create. The Item Costing link is highlighted.

12. Select the Item Costing link. The Item Costing window appears.

    Figure 3-19 Item Costing Window

    
    

    The Item Costing window displays all the costs associated with the item for that supplier.

Item Costing at Item-Supplier-Country-Location

You can view the item costing for an item for a given supplier for a particular location.

To view the item costing, do the following:

Navigate: From the RMS Start Menu, select Items, then select Items. The Item Search window opens.

1. In the Item Search window, search for and retrieve an item in Edit mode. The Item Maintenance window appears.

2. In the Item Maintenance window, click the Suppliers link. The Item-Supplier window appears.

   Figure 3-20 Item-Supplier Window

   
   

3. In the Item-Supplier window, select the Item-Supplier-Country of Sourcing link. The Item-Supplier Country of Sourcing window appears.

4. In the Item-Supplier Country of Sourcing window, set the Country of Sourcing to BR. Click View. The Item Costing and Item-Supplier-Country-Loc links are highlighted.

   Figure 3-21 Item-Supplier-Country of Sourcing Window

   
   

5. Click the Item-Supplier-Country-Loc link in the Item-Supplier-Country of Sourcing window. The Item Supplier Country Location window appears.

6. In the Item Supplier Country Location window, from the Options menu, select Item Cost.

   Figure 3-22 Item Supplier Country Location window

   
   

7. The Item Costing window appears. This window displays the cost of the items at that particular location.

   Figure 3-23 Item Costing Window