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How to create new division ?

Creating an Item Series in our system is an essential step for organizing and categorizing items. Below are the fields and details you need to provide when creating an Item Series:

Field Requirements for Item Series Creation:

  1. Item Series Code: Assign a unique code to identify the Item Series.
  2. Item Series Credit Policy: Specify the credit policy for this Item Series, which should already be defined in the Item Series Credit Policy Master.
  3. Description: Enter a descriptive name for the Item Series.
  4. Short Description: Provide a concise description of the Item Series.
  5. Tax Chapter: Indicate the tax chapter applicable to this Item Series.
  6. Apply Tax: Define whether taxes should be calculated during dispatch or invoicing.
  7. Series Type: Set the series type to “Finished Goods.”
  8. Default Location: Specify the default location, typically labeled as ‘Aprv’ (approval).
  9. Unit: Choose a unit of measurement from those defined in the Unit master. Select the relevant unit for the item.
  10. Material Category: Assign the appropriate material category, which for finished goods should be “Product / Finished Goods.” Other options include “Capital Goods” and “Materials (Purchase, Raw Material, etc).”
  11. Product Line: Enter the product line for the Item Series. The Group code will usually be the same as the product line.
  12. Business Type: Define the type of business associated with the Item Series.
  13. Other Series: Indicate whether this Item Series is linked to other series (Y/N/group).
  14. Inventory Account: Specify whether any accounting effect should occur during the dispatch of items in this series (Y/N).
  15. Stock Valuation: Determine the basis for stock valuation.
  16. Credit Policy: Enter the SQL Business Limit, which calculates the business limit based on defined parameters.
  17. SQL Credit Limit: Specify the SQL statement used to calculate the credit limit and provide the necessary input parameters.
  18. Auto-generate Lot: Choose ‘Y’ or ‘N’ to indicate if lot numbers should be automatically generated.
  19. Link: Determine if this Item Series should be linked to others (Y/N).
  20. Transfer Order: Specify whether details from a Sales Order should be transferred to a Distribution Order (Y/N).
  21. Lop Required: Choose ‘Y’ or ‘N’ to indicate if Line of Promotion (LOP) is required.
  22. Purchase Term Table: Enter the term table code from the Purchase Term Table master, which contains various terms and conditions for purchase orders.
  23. Consumption Option: Select the consumption option from the available choices: “Any Cost Center,” “Purchase Cost Center,” or “Any Child of Parent.”

By providing accurate and complete information for these fields, you can create a well-defined Item Series in our system, enabling effective item categorization and management.

If you need further guidance on creating an Item Series or encounter any issues during this process, please refer to the system’s user documentation or consult with your system administrator for assistance.

This is a combined video of Item series, Item type, Item and Site Item.