3 Enter Item Master Information

This chapter contains the following topics:

• Section 3.1, "Entering Item Master Information"

• Section 3.2, "Entering Basic Item Information"

• Section 3.3, "Entering Item Text"

• Section 3.4, "Assigning Item Responsibility"

• Section 3.5, "Entering Item Classification Codes"

• Section 3.6, "Entering Item Unit of Measure Information"

• Section 3.7, "Entering Item Manufacturing Information"

• Section 3.8, "Entering Item Grade and Potency Information"

• Section 3.9, "Transferring Item Number Changes to Other Files"

You must enter general information for all stock and non-stock items. The system uses this information to identify and process each item in the distribution and manufacturing systems.

3.1 Entering Item Master Information

When you enter a new item, the system creates an item master record in the Item Master Information table (F4101).

This program supports import functionality. See the JD Edwards World Technical Tools Guide for more information.

Figure 3-1 Item Master Information screen

Description of "Figure 3-1 Item Master Information screen"

3.1.1 Z File Processing

Use the Item Master/Branch Z File Processes menu (G4101Z) to access Z file programs that allow you to add item information in batch mode. Each Z file program calls a version of a corresponding interactive program. For example, the Basic Item Master Z file program (P4101Z) loads data from F4101Z and runs it through the Item Master Revisions (P4101) program to create new items. You can set processing options for Item Master Revisions (P4101) to automatically launch other programs in batch mode. For example, you can set up P4101Z to call a version of P4101 for which the processing option is set to call the Item Branch program. If the processing option for the item branch program is set to call the Cost Revisions screen, and the Z files are populated properly, when you run P4101Z, the system creates item master records, item branch records, and item branch cost records. See Appendix B, "Appendix B - Z File Processing" for more information about Z File processing.

3.1.2 What You Should Know About

Topic	Description
Setting up a template	You might want to set up a template that contains common values for fields. Enter an item with the common field values, then locate the item, and enter the new item information as necessary.
Deleting item master information	Before you can delete an item, make sure that the item has zero commitments and the item's availability is equal to its on-hand balance. Process or cancel all orders for the item and bring any remaining inventory balance to zero. You cannot delete master information for an item if any of the following exists: Item branch records Bills of material Item cross-reference numbers Supplier relationships Sales prices
Displaying additional item information	You can set processing options to display additional item information subsequent to item master information (for example, item branch/plant information).
Displaying EDI transaction information	You can either set processing options to display the Item Master Information-UCC (Uniform Code Council) form or access the Exit to Item Master Maintenance UCC128 function from Item Master Information. For more information on UCC128 processing, see Setting Up UCC 128 Processing in the JD Edwards World Sales Order Management Guide.

See Also:

• Section 5.1, "Entering Item Cost Information" for information about entering master information that pertains to item costs

• Entering Sales Price Informationfor information about entering master information that pertains to item prices

3.2 Entering Basic Item Information

From Inventory Management (G41), choose Inventory Master/Transactions

From Inventory Master/Transactions (G4111), choose Item Master Information

To enter basic item information, complete the following tasks:

• Enter item identifiers

• Enter item descriptions and search text

• Enter item processing information

Each item can have up to three identifiers. You use the identifiers to locate the item. These identifiers can represent universal product codes (UPCs), bar codes, supplier numbers, or a user-defined value.

In Branch/Plant Constants, you must specify a primary item identifier. In the item master, you must also enter an item description and the text on which a user is most likely to search when trying to locate the item. You can also translate item descriptions and search text into multiple languages to accommodate those users who must locate items using alternate languages.

Item processing information consists of values that control how the system processes the item. These values pertain to stocking, packaging, accounting transactions, system interfaces, and so on.

3.2.1 What You Should Know About

Topic	Description
Locating other identifiers	To locate an item using an identifier other than the primary identifier, you can perform a wildcard search by typing a special symbol, such as an asterisk (*), before the identifier. This only applies for forms that contain the Item Number field.

See Also:

• Section 33.2, "Defining Branch/Plant Constants" for more information about specifying the primary item identifier

To enter item identifiers

On Item Master Information

Complete the following fields:

• Item Number - Short

• Product No (Product Number)

• Catalog No (Catalog Number)

To enter item descriptions and search text

On Item Master Information

1. To enter descriptions and search text in your native language, complete the following fields:

   • Desc (Description)

   • Srch (Search)

2. To enter descriptions and search text in alternative languages, press F11 to access Item Alternative Description.

   Figure 3-2 Item Alternative Description screen

   
   Description of "Figure 3-2 Item Alternative Description screen"
   
   

3. On Item Alternative Description, complete the following fields:

   • LP (Language Preference)

   • Description

   • Search Text

To enter item processing information

On Item Master Information

Complete the following fields:

• Stocking Type

• G/L Class

• Line Type

• Bulk/Packed Flag

• Backorders Allowed

• Unit of Measure

• Check Availability Y/N

• ABC Codes

Field	Explanation
Item Number - Short	An identifier for an item. Form-specific information The first of three identifiers you can assign to an item. The system assigns this number if you activate the Next Number program. This field is numeric only. If you leave the other two item identifier fields blank, the system copies this number to those fields.
Product No	An identifier for an item. Form-specific information The second of three identifiers that you can assign to an item. This field is alphanumeric. If you leave the third identifier field blank, the system copies this number to that field.
Catalog No	An identifier for an item. Form-specific information The third of three identifiers you can assign to an item. This field is alphanumeric. If you leave the third identifier field blank, the system copies the value from the second identifier to this field.
Description:	A brief description of an item, a remark, or an explanation.
Srch:	A field that specifies how the system searches for an item. Your entry should be specific and descriptive of the item. Type the words in the order in which you are likely to enter them. In single-byte environments, where computer storage space can contain only Latin-based language character sets, the system inserts the first 30 characters from the item's description if you do not enter search text. In double-byte environments where computer storage space can contain more complex language character sets (in languages such as Japanese, Chinese, and Korean), you must complete this field. This is a single-byte field that you complete with single-byte characters to phonetically represent the item description (which can be single-byte, double-byte, or both).
Stocking Type	A user-defined code (41/I) that indicates how you stock an item (for example, as finished goods, or as raw materials). The following stocking types are hard-coded and you should not change them: B – Bulk floor stock C – Configured item F – Feature K – Kit parent item N – Non-stock In addition, you can use stocking types U or O for obsolete items. Use U for items that you may continue to use until inventory is exhausted. Use O for items that are no longer sold or purchased.
G/L Class	A user-defined code (system 41/type 9) that controls which general ledger accounts receive the dollar amount of inventory transactions for this item.
Line Type	A code that controls how the system processes lines on a transaction. It controls the systems with which the transaction interfaces (General Ledger, Job Cost, Accounts Payable, Accounts Receivable, and Inventory Management). It also specifies the conditions under which a line prints on reports and is included in calculations. Codes include: S – Stock item J – Job cost N – Non-stock item F – Freight T – Text information M – Miscellaneous charges and credits W – Work order
Bulk/Packed Flag	A code that indicates if the item is a bulk liquid product. If it is a bulk product, you must perform temperature and density/gravity conversions. To record the movement of bulk products, you must use forms designed specifically for bulk products. If you try to record movement using standard inventory forms, the system prevents the movement. Valid values are: P – Packaged B – Bulk liquid If you leave this field blank, the system uses P.
Backorders Allowed	A code that indicates whether you allow backorders for this item. You can allow backorders by item (through Item Master or Item Branch/Plant), or by customer (through Billing Instructions). Y – Yes, allow backorders for this item. N – No, do not allow backorders for this item, regardless of the backorders code assigned to the customer. Note: The system does not use this information if you have set the option on Branch/Plant Constants to indicate that you do not allow backorders in your operating environment.
Unit of Measure	A user-defined code (system 00/type UM) that indicates the primary unit of measure for the item. The primary unit of measure should also be the smallest unit of measure in which you handle the item. Form-specific information The default for this field is the primary unit of measure you specify in processing options.
Check Availability Y/N	This field controls whether availability checking is performed throughout the Sales Order Management system. You might want to check availability for some items. For other items, you can assume that an adequate supply is available. Valid values are: Y – Check availability N – Do not check availability
ABC Codes	A code that specifies this item's ABC ranking by sales amount. Valid values are: A – Assign this item to the first (largest) amount ranking. B – Assign this item to the second (intermediate) amount ranking. C – Assign this item to the third (smallest) amount ranking. D – Do not include this item when you run ABC Analysis. There are three types of ABC analysis, which include sales, margin, and on-hand value. Within each type of analysis, you can have three groups, including A, B, and C. The ABC Code fields contain a percentage that defines the A, B, and C groups for categorizing items during ABC analysis. Each group measures a total within the type of analysis. For all groups, the system compares the appropriate sales, margin, or on-hand value totals of a single item to the appropriate total for all items and calculates the value of each item. An item's value is its percentage of the appropriate total. The system arranges the values of all items from highest to lowest value and accumulates the percentages. Then, depending on the group, the system processes the information as follows: A: If an item's value causes the accumulated total to exceed the A accumulated percentage, the system assigns the item to the B group. B: When the accumulated total reaches the percentage you entered for items in the A group, it continues to add values until it reaches the percentage you entered for items in the B group. The system assigns all items whose value falls between the A and B percentages to the B group. C: The C group consists of items whose accumulated value exceeds the B percentage. The percentage that you usually enter for the C group is .999.

3.3 Entering Item Text

From Inventory Management (G41), choose Inventory Master/Transactions

From Inventory Master/Transactions (G4111), choose Item Master Information

You might want to enter text about an item that others can view or print when working with the item. When you enter item master information, you can use one of two methods to enter item text:

• Attach messages to an item

• Enter notes for an item

Item messages are predefined, so you can attach the same message to multiple items.

Unlike item messages, item notes are not predefined. If notes already exist for an item, the words See Memo appear as highlighted text at the top of Item Master Information.

3.3.1 Before You Begin

• Before you can attach a predefined message to an item, you must create text for the message. Where you create this text depends on the message type.

To attach messages to an item

On Item Master Information

Description of the illustration image011.gif

1. Complete the following fields:

• Item Flash Message

• Print Message

Field	Explanation
Print Message	A user-defined code (system 40/type PM) that represents a predefined message set up on Print Message Revisions. You can print the message on sales orders, purchase orders, and so forth.
Item Flash Message	A user-defined code (system 40/type FL) that directs the system to display a specific message each time someone works with the item. The message is the description for the user-defined code. If you work with an item that has a flash message, the message displays next to the item number or the system highlights the item number. If the number is highlighted, you can access the message by placing the cursor on the item number and performing the appropriate function for the program.

To enter notes for an item

On Item Master Information

1. Press F14 to access the Text Messages screen.

   
   Description of the illustration image012.gif
   
   

2. On Text Messages, enter the appropriate text.

3.4 Assigning Item Responsibility

From Inventory Management (G41), choose Inventory Master/Transactions

From Inventory Master/Transactions (G4111), choose Item Master Information

When you enter master information for an item, you can specify those persons or businesses that are responsible for the item, including the buyer, planner, and preferred carriers.

Before you can assign a responsible person or business to an item, each must have an address book number in the Address Book system.

To assign item responsibility

On Item Master Information

1. Complete the following fields:

   • Planner Number

   • Buyer Number

2. Press F5 to access Classification Codes from Item Master Information.

   
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3. On Classification Codes, complete the following fields:

   • Sales: Preferred Carrier

   • Purchasing: Preferred Carrier

Field	Explanation
Planner Number	The address number of the material planner for this item.
Buyer Number	The address number of the person responsible for setting up and maintaining the correct stocking levels for the item.
Preferred Carrier	The address number for the preferred carrier of the item. The customer or your organization might prefer a certain carrier due to route or special handling requirements. This value serves as the carrier default when you enter a sales order for the item.

See Also:

• Entering Basic Address Book Information (P01051) in the JD Edwards World Address Book and Electronic Mail Guide for more information about adding address numbers

3.5 Entering Item Classification Codes

From Inventory Management (G41), choose Inventory Master/Transactions

From Inventory Master/Transactions (G4111), choose Item Master Information

You might want to group items with similar characteristics so that you can work with the entire group at the same time. For example, for sales analysis, you can group items together for reporting purposes.

To group items, you assign classification codes to them. You can assign classification codes to items when you enter item master information or when you enter item branch/plant information.

There are several categories of classification codes. Each category represents a different item classification or property type, such as shipping conditions. From the shipping conditions category, you can select a code that indicates the condition under which you ship an item, such as fragile.

You can assign one of four groups of classification codes. Each group relates to one of the following JD Edwards World systems:

• Sales Order Management

• Procurement

• Inventory Management

• Advanced Warehouse Management

Complete the following optional tasks:

• Enter sales classification codes

• Enter purchasing classification codes

• Enter inventory classification codes

• Enter warehouse classification codes

To enter sales classification codes

On Item Master Information

1. Press F5 to access Classification Codes.

   
   Description of the illustration image014.gif
   
   

2. On Classification Codes, complete the following fields:

   • Sales Catalog Section

   • Sub Section

   • Sales Category Code 3

   • Sales Category Code 4

   • Sales Category Code 5

   • Preferred Carrier

   • Category Code 6

   • Category Code 7

   • Category Code 8

   • Category Code 9

   • Category Code 10

To enter purchasing classification codes

On Item Master Information

1. Press F5 to access Classification Codes.

2. On Classification Codes, enter a classification code for each of the following fields:

   • Commodity Class

   • Commodity Sub Class

   • Supplier Rebate Code

   • Master Planning Family

   • Landed Cost Rule

To enter inventory classification codes

On Item Master Information

1. Press F5 to access Classification Codes.

2. On Classification Codes, enter a classification code for each of the following fields:

   • Shipping Conditions Code

   • Shipping Commodity Class

   • Cycle Count Category

To enter warehouse classification codes

On Item Master Information

1. Press F5 to access Classification Codes.

2. On Classification Codes, enter a classification code for each of the following fields:

   • Item Dimension Group

   • Warehouse Process Group 1

   • Warehouse Process Group 2

   • Warehouse Process Group 3

Field	Explanation
Sales Catalog Section	A user-defined code (system 41/type S1) that represents an item property type or classification, such as color, material content, or so forth. The system uses this code to sort and process like items. This field is one of ten classification categories available primarily for sales purposes.
Sub Section	A user-defined code (system 41/type S2) that represents an item property type or classification, such as color, material content, use, or so forth. The system uses this code to sort and process like items. This field is one of ten classification categories available primarily for sales purposes.
Sales Category Code 3	A user-defined code (system 41/type S3) that represents an item property type or classification, such as color, material content, use, or so forth. The system uses this code to sort and process like items. This field is one of ten classification categories available primarily for sales purposes.
Category Code 6	A user-defined code (system 41/type S6) that represents an item property type or classification, such as color, material content, use, or so forth. The system uses this code to sort and process like items. This field is one of ten classification categories available primarily for sales purposes.
Commodity Class	A user-defined code (system 41/type P1) that represents an item property type or classification, such as commodity type, planning family, or so forth. The system uses this code to sort and process like items. This field is one of six classification categories available primarily for purchasing purposes.
Commodity Sub Class	A user-defined code (system 41/type P2) that represents an item property type or classification, such as commodity type, planning family, or so forth. The system uses this code to sort and process like items. This field is one of six classification categories available primarily for purchasing purposes.
Supplier Rebate Code	A user-defined code (system 41/type P3) that represents an item property type or classification, such as commodity type, planning family, or so forth. The system uses this code to sort and process like items. This field is one of six classification categories available primarily for purchasing purposes.
Master Planning Family	A user-defined code (system 41/type P4) that represents an item property type or classification, such as commodity type, planning family, or so forth. The system uses this code to sort and process like items. This field is one of six classification categories available primarily for purchasing purposes.
Landed Cost Rule	A user-defined code (system 41/type P5) that indicates the landed cost rule for an item. The landed cost rule determines purchasing costs that exceed the actual price of an item, such as broker fees, commissions, and so forth. You set up landed cost rules on Landed Cost Revisions. Form-specific information When you enter a purchase order for the item, this is the default landed cost rule. If you enter a landed cost rule for the entire purchase order, it overrides the landed cost rule for the item. This is the only purchasing classification category that is hard coded. You can use it for landed cost rules only. This field corresponds to purchasing reporting code 5.
Shipping Conditions Code	A user-defined code (system 41/type C) that represents an item property type or classification, such as special shipping conditions. The system uses this code to sort and process like items. This field is one of three classification categories available primarily for inventory and shipping purposes.
Shipping Commodity Class	A user-defined code (system 41/type E) that represents an item property type or classification, such as international shipment handling. The system uses this code to sort and process like items. This field is one of three classification categories available primarily for inventory and shipping purposes.
Cycle Count Category	A user-defined code (system 41/type 8) that represents the family or cycle in which an item is counted. Cycle counting means that you count different inventory items at different times. Cycle codes commonly represent item values, item locations, time frames, or product groups. Form-specific information This inventory classification category is hard coded. You can use it for cycle count codes only.
Item Dimension Group	A user-defined code (system 41/type 01) that identifies a group of items that share the same size specifications, such as height and width. An item dimension group defines the size specifications for all items that belong to the group. After you set up an item dimension group, you can assign items to the group through Classification Codes.
Warehouse Process Grp 1	A user-defined code (system 41/type 02) that identifies a group of items that you want to move the same way. An item's process group determines the movement instructions the system uses to put away, pick, and replenish the item. You assign items to process groups using Classification Codes. Form-specific information You must define at least one process group for each item to have warehouse processes take place. You use Process Selection to define putaway, picking, and replenishment instructions for warehouse process groups.

3.6 Entering Item Unit of Measure Information

From Inventory Management (G41), choose Inventory Master/Transactions

From Inventory Master/Transactions (G4111), choose Item Master Information

You must provide the system with the item units of measure that are most common to each of your distribution processes, such as sales, purchasing, and so on. For example, you might purchase an item in pallets, stock it in boxes, and ship it in individual containers.

If you work with an item in multiple units of measure, you must specify how to convert one unit of measure to another. For example, if you stock items in boxes and crates, you must specify the number of individual items in a box and the number of boxes in a crate.

Description of the illustration image015.gif

In some instances, the system must work with an item in its smallest (primary) unit of measure. The item conversions you specify must enable the system to trace all units of measure back to the primary unit of measure.

You can set up unit of measure conversions that are specific to an item or to an item and branch/plant combination. You specify whether item conversions are specific to a branch/plant in System Constants. You can also set up units of measure that are standard for all items.

You must set up all units of measure for an item in the Unit of Measure Conversion table (F41002) or the Standard Unit of Measure Conversion table (F41003). The system verifies the item unit of measure conversions before using standard unit of measure conversions.

Complete the following tasks:

• Enter default units of measure for items

• Define item unit of measure conversions

See Also:

• Section 38.1, "Setting Up Standard Units of Measure"

To enter default units of measure for items

On Item Master Information

1. Press F8 to access Default Units of Measure.

   
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2. On Default Units of Measure, complete the following field to locate the item:

   • Item Number

3. Complete the following fields:

   • Primary

   • Secondary

   • Purchasing

   • Pricing

   • Shipping

   • Production

   • Component

   • Weight

   • Volume

To define item unit of measure conversions

On Item Master Information

1. Press F8 to access Default Units of Measure.

2. On Default Units of Measure, access Item Units of Measure.

   
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3. On Item Units of Measure, complete the following fields:

   • Structured Only

   • Item Number

   The Branch field displays only if item unit of measure conversions are specific to branch/plants.

4. 4. For each unit of measure that the system must convert for the item, complete the following fields:

   • UM (Unit of Measure To)

   • Quantity

   • UM (Unit of Measure From)

Field	Explanation
Primary	A user-defined code (system 00/type UM) that indicates the primary unit of measure for the item. The primary unit of measure should also be the smallest unit of measure in which you handle the item. Form-specific information This is the primary stock accounting unit (PSAU) of measure that the system uses to store all inventory. If you change the primary unit of measure, the conversion factors in the item-level conversion table will no longer be valid. The default for this field is the unit of measure that you specify for the item on Item Master Information.
Secondary	A code that indicates an alternate unit of measure for the item. See user-defined code (system 00/type UM). Form-specific information The default for this field is the primary unit of measure that you specify in processing options for Item Master Information.
Purchasing	A user-defined code (system 00/type UM) that identifies the unit of measure in which you usually purchase the item. Form-specific information The default for this field is the primary unit of measure that you specify in processing options for Item Master Information.
Pricing	A user-defined code (system 00/type UM) that indicates the unit of measure in which you usually price the item. Form-specific information The default for this field is the primary unit of measure that you specify in processing options for Item Master Information.
Shipping	A user-defined code (system 00/type UM) that indicates the unit of measure in which you usually ship the item. Form-specific information The default for this field is the primary unit of measure that you specify in processing options for Item Master Information.
Production	A user-defined code (system 00/type UM) that indicates the unit of measure in which you produce the item. Form-specific information The default for this field is the primary unit of measure that you specify in processing options for Item Master Information. This code serves as the default for: The order quantity when you create a work order The batch quantity when you create a new bill of material or routing The rate schedule quantity in Rate Schedule Revision
Component	A user-defined code (system 00/type UM) that indicates the unit of measure for an item when it serves as a component. Form-specific information The default for this field is the primary unit of measure that you specify in the processing options for Item Master Information. This code serves as the default value for: The quantity per parent when you add the component item to a bill of material or work order parts list The quantity in the assembly inclusion rules in Configuration Management
Weight	A user-defined code (system 00/type UM) that identifies the unit of measure that the system uses to display weight for this item. You can specify ounces, grams, kilograms, and so on, as weight standards. The system uses this unit of measure for the item or overrides it for an individual item or container. Form-specific information The default for this field is the weight unit of measure you specify in processing options for Item Master Information.
Volume	A user-defined code (system 00/table UM) that indicates the unit of measure by metric conversion for ambient volume. For example, the unit of measure code for a gallon might be GL, or for a liter might be LT.
Structured Only	A code that determines whether the system displays all units of measure for an item and branch/plant or only the structured units of measure that have been set up for the Advanced Warehouse Management system. Form-specific information If you use the Advanced Warehouse Management system, you must structure conversions from large to small. For example: 1 Pallet (24 Cases ) - Structure Code 1 1 Case (36 Boxes ) - Structure Code 2 1 Box (6 Eaches) - Structure Code 3 You assign structure code 1 to the largest unit of measure and codes 2, 3, and so on, to the smaller units of measure. Note: You do not have to define the primary unit of measure within a structure. This value is always the default for the lowest level.
UM	A user-defined code (system 00/type UM) that identifies the unit of measure for an item. For example, it can be eaches, cases, boxes, and so on. Form-specific information This unit of measure to which you are converting.
Quantity	The factor that the system uses to convert one unit of measure to another unit of measure. Form-specific information The quantity and the unit of measure from which you are converting must equal the unit of measure to which you are converting.

3.7 Entering Item Manufacturing Information

From Inventory Management (G41), choose Inventory Master/Transactions

From Inventory Master/Transactions (G4111), choose Item Master Information

You can define manufacturing information about an item when you enter item master information. This information includes:

Information	Description
Requirements planning information	You enter requirements planning information to develop a planning forecast for the items that you use to run your distribution and manufacturing operations.
Lead time information	You enter lead time information to calculate the time frames that are necessary to assemble or manufacture an item.
Engineering information	You enter reference information about the drawing plans for an item, so that you can refer back to the plans as necessary.

Complete the following tasks:

• Enter requirements planning information

• Enter lead time information

• Enter engineering information

Description of the illustration image018.gif

To enter requirements planning information

On Item Master Information

1. Press F10 to access Manufacturing Values Entry.

2. On Manufacturing Values Entry, complete the following fields:

   • Value Order Policy

   • Planning Code

   • Planning Fence Rule

   • Accounting Cost Qty

   • Round to Whole Number

   • Planning Fence

   • Freeze Fence

   • Message Display Fence

To enter lead time information

On Item Master Information

1. Press F10 to access Manufacturing Values Entry.

2. On Manufacturing Values Entry, complete the following fields:

   • MFG Leadtime Quantity

   • Fixed/Variable

   • Leadtime Level

   • Leadtime Manufacturing

   • Leadtime Cumulative

   • Leadtime Per Unit

   • Issue Type Code

To enter engineering information

On Item Master Information

1. Press F10 to access Manufacturing Values Entry.

2. On Manufacturing Values Entry, complete the following fields:

   • Drawing Size

   • Drawing Rev. Level (Drawing Revision Level)

   • Drawing Number

Field	Explanation
Value Order policy	A field that the system uses in conjunction with the order policy code. It can show three types of data: The value of the fixed order quantity when you select order policy code 2 (fixed order quantity). The number of additional days of supply after demand is encountered when you select order policy code 4 (periods of supply). The desired inventory level when you select order policy code 5 (rate scheduled item). If the ending available quantity does not meet or exceed the desired inventory level, then MPS/MRP/DRP generation issues an "increase rate to" or a "decrease rate to" message.
Planning Code	A code that indicates how Master Production Schedule (MPS), Material Requirements Planning (MRP), or Distribution Requirements Planning (DRP) processes this item. Valid codes are: 0 – Not Planned by MPS, MRP, or DRP 1 – Planned by MPS or DRP 2 – Planned by MRP 3 – Planned by MRP with additional independent forecast 4 – Planned by MPS, Parent in Planning Bill 5 – Planned by MPS, Component in Planning Bill These codes are hard-coded.
Planning Fence Rule	A user-defined code (system 34/type TF) that the system uses in conjunction with the Planning Time Fence Days field to determine how forecast demand or actual customer demand is used. For example: Use customer demand before the time fence and forecast after the time fence Use forecast before the time fence and forecast plus customer demand after the time fence For example, if you enter 5 in the Planning Time Fence Days field and S in this field, then the system uses only customer demand for the regeneration for the first 5 days. After 5 days, the system uses the forecast for the regeneration. Valid codes are: C – Customer demand before, greater of forecast or customer demand after F – Forecast before, forecast plus customer demand after G – Greater of forecast or customer demand before, forecast after S – Customer demand before, forecast after 1 – Zero before, forecast after 3 – Zero before, forecast plus customer demand after
Accounting Cost Qty	An amount that the system uses in the cost rollup program to determine the allocation of setup costs. The system totals the setup costs and divides the sum by this quantity to determine a unit setup cost. The default is 1.
Round to Whole Number	A code that determines if an item should be rounded to the closest whole number for planning purposes. Valid codes are: R – Round to the closest whole number. Blank – Do not round. For example, if the calculated requirements for an item are 4.6 and this field contains a Round to Whole Number code of R, the system rounds the quantity required to 5. If the calculated requirements are 4.4, the system rounds the quantity required to 4.
Planning Fence	The number of days that the system uses in conjunction with the time fence rule to determine how the forecast is used. Enter the number of days from the start date, after which the time fence rule changes from the first rule to the second rule. For example, if the time fence rule is S (customer demand before the time fence, forecast after the time fence), and the planning time fence is 5 days, the system plans for the first 5 days using customer demand. After the fifth day, the system plans using the forecast.
Freeze Fence	The number of days from the generation start date within which the system should not generate order messages. For example, if the generation start date is 01/01/99, and the freeze time fence is 6 days, the planning system does not issue messages with dates less than or equal to 01/07/99.
Message Display Fence	The number of days after the generation start date that the system should not generate order messages. For example, if the generation start date is 01/01/99, and the message time fence is 60 days, the system does not issue messages with dates greater than or equal to 03/01/99. However, the planning horizon for orders continues past this date and is reflected in available to promise totals.
MFG Leadtime Quantity	The quantity that determines the lead time level for a manufactured item. Each of the routing steps for the item is extended by this quantity. For the system to calculate the lead time level, the quantity in this field must be a value other than zero.
Fixed/Variable	A code that determines whether the system uses fixed or variable lead times. This code works in conjunction with the value from either the Level Leadtime field or the Leadtime Per Unit field. Valid codes are: F – Fixed lead time - The system calculates work order start dates using the value from the Leadtime Level field. V – Variable lead time - The system calculates work order start dates using the value from the Leadtime Per Unit field.
Level Leadtime	A value that represents the lead time for an item at its assigned level in the production process, as defined on Plant Manufacturing Data. The system uses this value to calculate the start dates for work orders using fixed lead times. Level lead time is different for purchased and manufactured items: You can enter level lead time manually on Manufacturing Values Entry, or you can use the Leadtime Rollup program to calculate it. To calculate level lead time using the Leadtime Rollup program, you must first enter a quantity in the Manufacturing Leadtime Quantity field in the Item Branch table (F4102).
Manufacturing Leadtime	The total number of days required to build an item from its lowest level components to the final assembly. This value is the total of the level lead times for all manufactured items, plus the highest manufacturing lead time for all its components. If all components are purchased, the manufacturing lead time equals the item's level lead time. Purchased item lead times are not included in the calculation of manufacturing lead times. You can enter the manufacturing lead time manually or you can have the system calculate it when you run the Leadtime Rollup program.
Cumulative Leadtime	The total number of days required to build an item from its lowest level components to the final assembly. The system calculates the value differently for manufactured and purchased items. Manufactured - The total of all level lead times for all manufactured items, plus the highest cumulative lead time of all its components. Purchased - The item's level lead time. Purchased item lead times are included in the calculation of cumulative lead times. You can enter this value manually or you can have the system calculate it when you run the Leadtime Rollup program.
Leadtime Per Unit	The total number of hours required to build one unit as specified on the routing. This value is factored by the time basis code. You can enter this value manually, or you can have the system calculate it when you run the Leadtime Rollup program. The system overwrites this value when you run the Leadtime Rollup program. The system uses this field to calculate start dates for work orders when you use variable lead times.
Issue Type Code	A code that defines how the system issues each component in the bill of material from stock. In shop floor control, it indicates how the system issues a part to a work order. Valid codes are: I – Manual issue (default) F – Floor stock (no issue) B – Backflush (when part is reported as complete) P – Preflush (when parts list is generated) U – Super backflush (at pay-point operation) S – Sub-contract item (send to supplier) Blank – Shippable end item You can issue a component in more than one way within a specific branch/plant by using a different code on the bill of material and work order parts list. The bill of material code overrides the branch/plant value.
Drawing Size	A code that represents the engineering drawing size. For example: A – A-size drawing D – D-size drawing
Drawing Rev. Level	This number is a subset to the drawing number. It provides an additional description of the drawing and is useful should the system use an engineering drawing as a reference for this item.
Drawing Number	An engineering drawing number that might be the same as the part or item number.

3.8 Entering Item Grade and Potency Information

From Inventory Management (G41), choose Inventory Master/Transactions

From Inventory Master/Transactions (G4111), choose Item Master Information

After you enter item master information or item branch/plant information, you specify whether grade or potency applies to an item. Grades enable you to classify items (for example, grade A eggs and grade B eggs). Potency allows you to specify the active ingredient in a product (for example, the percentage of alcohol in liquor).

When you activate grade or potency control for an item, you can enter a standard grade or potency for the item and a range of acceptable values. If you receive or issue items that are not within the range, the system provides a warning message. You cannot perform sales on items that are not within the range.

Item grade and potency are applicable only to items that are produced in lots. You cannot use both grade control and potency control for the same item.

See Also:

• Section 42.3, "Entering Information for Lots"for information about specifying grade and potency values for lots

To enter item grade and potency information

On Item Master Information

1. Press F10 to access Manufacturing Values Entry.

2. On Manufacturing Values Entry, complete the following fields:

   • Grade/Potency Pricing

   • Potency Control

   • Standard Potency

   • From Potency

   • Thru Potency

   • Grade Control

   • Standard Grade

   • From Grade

   • Thru Grade

Field	Explanation
Grade/Potency Pricing	A code that indicates whether you price the item by grade or potency range. You must control the item by grade to price it by grade, just as you must control the item by potency to price it by potency. Valid values are: Blank – No potency or grade pricing 1 – Potency pricing 2 ˚ Grade pricing
Potency Control	A code that indicates whether you control the item by potency.
Standard Potency	The percentage of active ingredients normally found in an item.
From Potency	A number that indicates the minimum potency, or percentage of active ingredients, acceptable for an item. The system displays a warning message if you try to purchase or issue items that do not meet the minimum acceptable potency. The system does not allow you to sell items that do not meet the minimum acceptable potency.
Thru Potency	A number that indicates the maximum potency, or percentage of active ingredients, that is acceptable for an item. The system displays a warning message if you try to purchase or issue items that have a potency that exceeds the maximum potency acceptable. The system does not allow you to sell items that have a potency that exceeds the maximum potency acceptable.
Grade Control	A code that indicates whether you control the item by grade.
Standard Grade	A user-defined code (system 40/type LG) that represents the normal grade for an item.
From Grade	A user-defined code (system 40/type LG) that indicates the minimum grade that is acceptable for an item. The system displays a warning message if you try to purchase or issue items with grades that do not meet the minimum grade acceptable. The system does not allow you to sell items with grades that do not meet the minimum acceptable level.
Thru Grade	A user-defined code (system 40/type LG) that indicates the maximum grade that is acceptable for an item. The system displays a warning message if you try to purchase or issue items with grades that exceed the maximum grade acceptable. The system does not allow you to sell items with grades that exceed the maximum grade acceptable.

3.8.1 What You Should Know About

Topic	Description
Lots	You can specify the grade or potency of all items in a specific lot on Lot Master Revisions. If you do not specify a grade or potency, the system uses the standard grade or potency from Item Master or Item Branch Information.
Grade and potency ranges for sales purposes	You can specify an acceptable grade or potency range for each of your customers using preference profiles. For more information, see What Are thePreference Types in the JD Edwards World Sales Order Management Guide.

See Also:

• Entering Information for Lots for information about specifying grade and potency values for lots

3.8.2 Processing Options

See Section 56.1, "Item Master Revisions (P4101)"

3.9 Transferring Item Number Changes to Other Files

If you make changes to the second or third item number in the Item Master, you can transfer those changes to other files in Distribution, either interactively or in batch mode.

To transfer changes interactively

On Item Master Information

Do one of the following:

• Set processing option 7 behind P4101 to 1 to update the Item Branch File F4102.

• Set processing option 7 behind P4101 to 2 to update other Distribution files. This interactively runs the Global Item Number Update (P40821).

To transfer changes in batch mode

Do one of the following:

• On Item Master Information, press F19 to run for that single item.

• Run from the Versions List.

• Set processing option 7 behind P4101 to 2 to update other Distribution files. This interactively runs the Global Item Number Update (P40821).

See Also:

• Section 47.1, "Updating Item Search Information"

• Work with PC Import/Export in the JD Edwards World Technical Tools Guide