Product Setup field descriptions

Specify the height of the product. Length * Width * Height is calculated to determine the cube of the product.

Specify the length of the product.

Specify the product number. The product number can be numeric or alphabetic. An alphabetic product (or combination) is generally more descriptive and easier to recognize on reports and inquiries. The product number length defaults to 24 characters, but the number can be expanded to accommodate 50 characters by your Distribution SX.e administrator. If the field does not visually expand, you can scroll to the right in the field to see the full 50-character number.

Assign a product category. The product category must be set up in SA Table Code Value Setup-Product Category. The product category is used for General Ledger and Sales Manager updating. It is important because many Product and Sales Manager reports can be generated in product category order or for a product category range. Sales Orders and Purchase Orders can distribute to General Ledger balance sheet and income accounts according to the product category (inventory, uninvoiced inventory, core charge, gross sales, line discount, order discount, cost of goods).

Select the status to assign to this product, either Active, Inactive, Labor, or Superseded.

If a new product should be inactive, select a status of Inactive. When a product is inactive, the product cannot be entered in any transaction entry function or updated through reports that update records. A product can be set to inactive for a temporary period.

The following conditions must be met before the status is set to inactive:

No Product Warehouse Product Setup balances exist
The product is not on an active cycle count
There are no active Sales Order, Purchase Order, Transfer, Kit or Tally lines for this product
The product can be set to inactive if it exists on an open purchase order line as a true nonstock item while still being bound by the previous conditions.

A labor product is a service that you provide, rather than a physical product. Prices, costs, and discounts are tracked, but quantities are not.

When you set up a labor product record, use a product category with a Product General Ledger Distribution Setup inventory account that debits an expense account instead of an asset account. An out-of-balance condition occurs if you combine labor products with inventory products in the same product category.

Transaction entry functions will not update any quantities for labor products, although you can set up Price/Discounting records for prices and discounts.

Superseded products are those products that have been replaced by another product. A Product Extended Product Cross Reference Setup record must be set up for this product with the product superseding this one. When the superseded product is entered in the cross-reference file, the status is automatically changed to Superseded. If you subsequently delete the Product Extended Product Cross Reference Setup record, the Product Setup status returns to Active.

The stocking units should be the base unit of measure (each, box, and so on) for this product. It should be the smallest unit in which this product can be sold, purchased, or stocked. All other units are based off the stocking unit. The stocking unit will automatically default to each. Although a lookup of various units is available, these units are relative to the stocking unit. Therefore, the stocking unit is not validated in SA Table Code Value Setup or Product Extended Unit Conversion Setup.

Stocking units should not be changed after they are specified. Changing the stocking unit seriously impacts the preceding and current transactions in Purchase Order Entry, Sales Order Entry, Transfer Entry, Product Entry, Sales Manager, and any other transaction that includes a stocking unit that is relative to the Product Setup stocking unit. If the stocking unit is changed, the unit conversion on the lines, and therefore the calculated quantities, may no longer be valid.

If the stocking unit is accidentally changed, contact Infor Support Services to help you restore your files.

Specify the width of the product.

Product Setup field descriptions

Add Product