Stock items (IN202500)

This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.

Use this window to view or edit information about specific stock items. For more information about stock items, see: About stock and non-stock items

If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.

There are two types of search fields:

  • White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or % and get different results:

    • space: the result contains the words in any order,

    • %: the result contains the words in the specific order, and the % functions as a wildcard as well.

  • Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.
Button Description
Actions Provides the following actions:
  • Update cost
    To update the cost of the current stock item.
  • View restriction groups
    To navigate to the Restriction groups by item (IN103020) window, so that you can view or change the restriction groups that have access to the non-stock item.
  • Change the item ID
    To change the ID of the currently selected stock item.
Inquiries Provides quick access to inquiry forms as follows:

In this area, you enter basic information about a new stock item.

You can also select an existing stock item by its ID and view or change its details.

Element Description
Item ID

The unique alphanumeric identifier of the stock item.

The structure of identifiers is defined by the INVENTORY segmented key in the Segment keys (CS202000) window.

You can later change the stock item ID by selecting Change item ID in the Actions menu of the toolbar.
Item status The status of the stock item. You can select one of the following options:
  • Active:
    Indicates that the item can be used in inventory operations, such as issues and receipts.
  • No sales:
    Indicates that the item cannot be sold.
  • No purchases:
    Indicates that the item cannot be purchased.
  • No request:
    Indicates that the item cannot be used on requisition requests.
  • Inactive:
    Indicates that no inventory operations are allowed for the stock item.
  • Marked for deletion:
    Indicates that the item is marked for deletion: No inventory operations are allowed, but the record will be kept in the database if any inventory transactions were related to it.
Description

A brief description of the stock item.
Work group The product work group to which the stock item is assigned.
Product manager The product manager to whom this stock item is assigned for processing.

In this tab you can specify the general settings for the stock item and unit conversion rules for all units of measure that can be used for the item.

Element Description
Item class The item class to which the stock item is assigned.
Selecting a class provides default settings for the item.
The Item classes (IN201000) window is used to define settings and attributes for items of the class.
Type

The type of stock item. You can select one of the following options:

  • Finished good
  • Component part
  • Subassembly
Kit A check box that indicates (if selected) that this stock item is a kit.
The components of the kit can be specified using the Kit specifications (IN209500) window.
Valuation method The method used for the item for inventory valuation, which by default is the valuation method associated with the item class. You can select another valuation method for the item from the following options:
  • Standard
  • Average
  • FIFO
  • Specific
VAT category The VAT code of the stock item, which by default is the VAT code associated with the item class.
You can choose another VAT code if needed.
Posting class The posting class of the stock item, which by default is the posting class assigned to the item class.
You can select another posting class for the item.
You use the Posting classes (IN206000) window to define posting classes and their properties.
Lot/serial class The lot/serial class to which the stock item is assigned.
Use the Lot/serial classes (IN207000) window to define lot/serial classes and their properties.
This field is only displayed if the Lot and serial tracking functionality in the Enable/disable functionalities (CS100000) window is enabled.
Automatic incremental value The start value for the automatic incremented segment.
Use the Lot/serial classes (IN207000) window to define this value.
You can only set the start value for the auto-incremental segment if the option Share the auto-incremental value between all class items is cleared for the chosen class in the Lot/serial classes (IN207000) window.

This field is only displayed if the Lot and serial tracking functionality in the Enable/disable functionalities (CS100000) window is enabled.
Webhook notification When this check box is selected and saved for a stock item, you will be notified regarding changes. The Webhook notifications tab appears when you select the stock item.
Element Description
Default warehouse

The default warehouse used to store the stock item with the specified item ID.
Use the Warehouses (IN204000) window to define warehouses and their properties.

This field is only displayed if the Multiple warehouses functionality in the Enable/disable functionalities (CS100000) window is enabled.
If the Multiple warehouses functionality is disabled, the MAIN warehouse is the default warehouse.
Default issue from The location of the warehouse to be used by default to issue quantities of the selected stock item.
This field is only displayed if the Multiple warehouse locations functionality in the Enable/disable functionalities (CS100000) window is enabled.
Default receipt to The location of warehouse to be used by default to receive certain quantities of the specified stock item.
This field is only displayed if the Multiple warehouse locations functionality in the Enable/disable functionalities (CS100000) window is enabled.
Element Description
Base unit The UoM used as the base unit for this stock item.
All other units in the Unit conversion table are expressed with respect to this unit.
Sales unit The UoM to be used as the sales unit for the stock item.
This field is only displayed if the Multiple units of measure functionality in the Enable/disable functionalities (CS100000) window is enabled.
Purchase unit The UoM to be used as the purchase unit for the stock item.
This field is only displayed if the Multiple units of measure functionality in the Enable/disable functionalities (CS100000) window is enabled.
Undership threshold (%) The minimal percentage of goods shipped (with respect to the ordered quantity) for the system to mark the order as shipped completely. This setting is not applicable to items with specified serial or lot numbers; these items should be shipped exactly as specified. This setting provides the default value for items of this class.
Overship threshold (%) The maximum percentage of goods shipped (with respect to the ordered quantity) allowed by the customer. This setting is not applicable to items with specified serial or lot numbers; these items should be shipped exactly as specified. This setting provides the default value for items of this class.
Column Description
From unit The unit of measure for which the conversion parameters are specified.
Multiply/divide The operation to be performed for unit conversion.
You can select the Multiply or Divide option to perform conversions from different units of measure to the UoM specified as the base unit.
Conversion factor The factor to be used for the unit conversion, along with the conversion operation specified in the Multiply/divide column.
To unit The UoM selected as the base unit for the item.
Price adjustment multiplier Changes the price automatically if you change the UoM.
Element Description
Stocktaking cycles The stocktaking cycle assigned to the stock item.
The cycle defines how often the stocktaking counts will be performed for the stock item.
Stocktaking cycles and their properties are defined in the Stocktaking types (IN208900) window.
ABC code The ABC code this item is assigned to for the purpose of stocktaking.
Fixed ABC code A check box that indicates (if selected) that the ABC code assigned to the item should not be changed automatically when ABC code assignments are updated.
Movement class The movement class this item is assigned to for purpose of stocktaking.
Fixed movement class A check box that indicates (if selected) that the movement class assigned to the item should not be changed automatically when movement class assignments are updated.
Element Description
CN code Commodity codes according to the Combined nomenclature (CN) annually revised and published as a Commission regulation in the EU, Requirement for Intrastat reporting.
Country of origin The country the shipments is sent from.
Supplementary measure unit Standardised codes (EU) for measure units for Intrastat reporting.
Required for certain types of items.

You can use the settings on this tab to specify the pending base price and the pending standard cost for the selected stock item, and you can view the cost statistics.

Element Description
Price class The item price class associated with the stock item.
These classes, which are used to group stock items with similar price calculation methods, are defined in the Item price classes (IN209000) window.
Price work group The work group responsible for product pricing. Select the pricing work group for the stock item.
Price manager The manager responsible for the product pricing.
Subject to commission A check box that indicates (if selected) that commissions should be paid on the sale of this stock item.
Min. mark-up (%) The minimum mark-up percentage defined for the stock item.
Mark-up (%) The percentage of the item cost you add to get the selling price for this stock item.
List price The manufacturer's suggested retail price (MSRP) of the stock item.
Default price The price of the stock item. This price is used as the default price, if there are no other prices (from any price list) defined for this item in the Customer ledger workspace.
Element Description
Pending cost The pending standard cost for the stock item.
Pending cost date The date when the pending standard cost becomes effective.
Current cost Read-only. This field displays the current standard cost for the stock item.
Effective date Read-only. This field shows the effective date for the current standard cost of the stock item.
Last cost Read-only. This field showing the last standard cost defined for the stock item.
Element Description
Last cost Read-only. This field showing the last standard cost used for the stock item.
Last cost incl. landed costs

Read-only. The last cost plus landed costs divided per item on the transaction from where the last cost is taken.

This is available when the Include landed cost in unit cost check box is selected in the Inventory transaction history (IN405000) window.
Average cost Read-only. This field that displays the average cost for the stock item.
Min. cost Read-only. This field that displays the minimum cost for the stock item.
Max. cost Read-only. This field showing the maximum cost for the stock item.

This tab displays information about the availability of the item at various warehouses and about warehouse-specific properties of the item.
You can change these settings in the Item warehouse details (IN204500) window.

This tab is only available if the Multiple warehouses functionality in the Enable/disable functionalities (CS100000) window is enabled.

Button Description
Add warehouse details Navigates to the Item warehouse details (IN204500) window, where you can add warehouse-specific details of the item.
Column Description
Standard This check box indicates (if selected) that this is the standard warehouse for the stock item.
Warehouse The warehouse where the stock item is available.
Default receipt to The location where the stock item is received by default.
The default shipping and receiving locations for the item are specified in the Item warehouse details (IN204500) window.
This column is only available if the Multiple warehouse locations functionality in the Enable/disable functionalities (CS100000) window is enabled
Default issue from The location from which the stock item is issued by default.
This column is only available if the Multiple warehouse locations functionality in the Enable/disable functionalities (CS100000) window is enabled
Status The status of the warehouse.
Inventory account The default General ledger account to be used for transactions related to the stock item.
This account can be defined for the warehouse in the Item warehouse details (IN204500) window.
Inventory sub. The default General ledger subaccount to be used for transactions related to the stock item. This subaccount can also be defined for the warehouse in the Item warehouse details (IN204500) window.
Product work group The product work group for this stock item, which is defined in The top part of this window.
Product manager The product manager assigned to this stock item, which is defined in The top part of this window.
Override standard cost This check box indicates (if selected) that the standard cost may be overridden for this stock item.
This option is assigned on the Price/cost information tab of the Item warehouse details (IN204500) window.
Price override This check box indicates (if selected) that the price can be overridden for this stock item.
(This option is also assigned on the Price/cost information tab of the Item warehouse details (IN204500) window.)
Qty. on hand The quantity of this item available (on hand) at the warehouse. This value is calculated based on the availability settings specified for the item class in the Item classes (IN201000) window.
Override preferred supplier This check box indicates (if selected) that you may choose a supplier other than the preferred supplier for the item replenishment in this warehouse.
Default supplier The preferred supplier for this stock item when stocked at this warehouse, as defined in the Item warehouse details (IN204500) window.
Override replenishment settings This check box indicates (if selected) that you may change replenishment settings for this item at this warehouse.
Seasonality The seasonality settings used for this item at this warehouse, by their ID.
Replenishment source The source for the item replenishment.
Replenishment warehouse The warehouse that serves as the replenishment source for the item if the item stock is replenished by a transfer.
Override This check box indicates (if selected) that you may change the service level for this item.
Service level (%) The service level assigned to this item at this warehouse.
Last forecast date The date when the forecast for this item was calculated last.
Daily demand forecast The daily demand for the item at this warehouse according to the forecast.
Daily demand forecast error (STDEV) The standard deviation error calculated for the forecasted daily demand.

On this tab, you can define the supplier from which the item is purchased, view the supplier's prices for the item, and display the terms of quantity discount schedules offered by the supplier.

The supplier's prices can be updated when a new price catalogue is received from the supplier.

Column Description
Active This check box indicates (if selected) that the supplier is active.
Default This check box indicates (if selected) that the supplier is the default supplier for this item.
Select this check box to mark the supplier that is the main supplier of the item.
When you create a purchase order to purchase an item, the default supplier is selected for this purchase.
Supplier ID The ID of the supplier. The list of suppliers is maintained using the Suppliers (AP303000) window.
Supplier name The name of the supplier from which the item is purchased.
Location The supplier's location from which the item is purchased, which by default is the supplier's default location.
These locations are defined for the supplier in the Supplier locations (AP303010) window.
Warehouse The warehouse to receive the item.
Purchase unit The unit of measure in which the item is purchased.
This UoM is specified on the General settings tab of this window.
Supplier item ID The Item ID used by supplier for this item.
Lead time (days)

Read only.

This column shows the lead time for the selected supplier location. This lead time is defined in the Shipping instructions section on the General information tab of the Supplier locations (AP303010) window.
Override This check box indicates (if selected) that the values in the following columns should be overridden. You can change the values in these columns only if this check box is selected.
Shipment lead time (days)

The additional lead time for the selected item, which represents the additional time required by the supplier to produce, assemble, and dispatch the item.

This value is added to the supplier Lead time value, defined in the Supplier locations (AP303010) window, to calculate the resulting lead time required to deliver the purchased item from the supplier's location to your company's warehouse.
Min. order freq. (days) The minimum purchase frequency for the item when purchased from this supplier.
Min. order qty. The minimum order quantity for the item when purchased from this supplier. The system uses this value when you prepare replenishment requests in the Prepare replenishment (IN508000) window.
Max. order qty. The maximum order quantity for the item when purchased from this supplier. The system uses this value when you prepare replenishment requests in the Prepare replenishment (IN508000) window.
Lot size The lot size for the item when purchased from this supplier.
EOQ The economic order quantity when the item is purchased from this supplier.
This value represents the quantity on the order that minimises the total inventory holding costs and ordering costs.
Currency ID The currency used by the supplier to charge for the item you purchase.
Last supplier price

Read only.

This column shows the last supplier price defined for the stock item.

Use this tab to view and enter additional information about the stock item, such as attributes and the sales categories.

Also, by using the elements available on this tab, you can select a file that contains an image of the stock item and upload it to the system (the image will be displayed on this tab).

Column Description
Attribute The attribute available for this stock item. The list of attributes is defined for the item class.
Required This check box indicates (if selected) that the attribute value is required for a non-stock item of the class.
Value The value of the attribute specific to the item.
Column Description
Category ID The sales category identifier.

On this tab, you add information about the item properties that can be used for packaging.

Column Description
Weight The weight of the base unit of the stock item, expressed in the weight unit of measure.
Weight UoM The unit of measure used to measure weight.
Volume The volume of the base unit of the stock item, measured in the volume UOM.
Volume UoM The unit of measure used to measure volume.
Column Description
Packaging option The option that the system uses to automatically determine the optimal set of boxes for this item on each sales order. You can select one of the following options:
  • Manual:
    To let the user select boxes for this item at the user's discretion.
  • By weight:
    To select appropriate boxes by item weight on the order.
    In the Boxes table (which appears when you select this option), select the boxes and enter the maximum weight (measured in the specified UoMs) that can fit into each box.
    This item can be combined in a box with other items if the Pack separately option is not selected for the item.
  • By quantity:
    To select appropriate boxes by item quantity on the order.
    With this option selected, the item will be always packed separately from other items.
    (The Pack separately check box will be selected automatically and will not be available for editing.) In the Boxes table (which appears when you select this option), select the boxes and enter the quantities (measured in the specified UoMs) that can fit into each box.
  • By weight and volume:
    To select boxes for this item by weight and by volume.
    This option is intended for items that can be packed with other items.
    If you select this option, do not select the Pack separately option.
    In the Boxes table (which appears when you select this option), select the boxes and enter the maximum weight and maximum volume that can fit into each box.
Pack separately A check box that indicates (if selected) that this item should be packed separately from other items.
This check box is automatically selected (and not available for editing) if By quantity is selected as the packaging option.

You use this tab to maintain cross-references between the item ID of the stock item used in your company and identifiers used by your suppliers and customers for the item.

Column Description
Alt. item ID type The type of alternative codification used for the item, if applicable. You can select one of the following options:
  • Customer part number:
    Use this type to maintain the cross-reference between the item ID and the customer part number.
  • Supplier part number:
    Use this type to maintain the cross-reference between the item ID and the supplier part numbers.
  • Global:
    Use this type to maintain the cross-references between the item ID and the global codification.
  • Barcode:
    Use this type to specify (or enter it by using a bar code scanner) a bar code for the item ID.
Supplier/customer The supplier or customer (by its ID) that uses the alternative identification for this stock item.
Alt. item ID The alternative ID of the stock item (under the specified item ID) as used by the supplier or customer.
UoM The unit of measure used for this alternative item ID.
Description Any comments applicable to the specified cross-reference.
Default A check box you select to set the current alternative item ID as the default alternative item ID.

On this tab, you can specify replenishment settings and parameters that are used for the item by default in any warehouse.

You can use the default settings of the item class, or you can specify other values if needed for this item.

For particular warehouses, the item replenishment settings can be overridden by using the Item warehouse details (IN204500) window.

Column Description
Repl. class The replenishment class to be used to replenish the stock of this item.
To define the replenishment class or view its details, use the Replenishment classes (IN208800) window.
Seasonality The set of seasonality settings to be used with the replenishment class.
Source The replenishment source to be used for the stock item.
By default, it is the replenishment source associated with the replenishment class.
You can select another source, if necessary, from the following options:
  • None
    No replenishment will be performed.
  • Purchase
    The requested quantity (for stock replenishment) of the item will be purchased.
  • Manufacturing
    The requested quantity (for stock replenishment) of the item will be manufactured.
  • Transfer
    The requested quantity of the item will be transferred from a replenishment warehouse.
  • Drop-shipment
    The option to be used by default for the item if this item is usually sold by using drop ship orders.
  • Purchase to order
    The item will be purchased only when a customer order exists.
    If the purchased item will be received at the default (for the item) warehouse, for the quantity requested on the order, a transfer order will be generated automatically.
Method The replenishment method to be used for the stock item with the selected replenishment source.
This can be one of the following options:
  • None:
    No replenishment will be performed for the stock item. The value associated with the Purchase to order replenishment source.
  • Minimum/maximum:
    The system will compute the replenishment quantity as the difference between the maximum and minimum quantities with the quantity on supply deducted. The quantity on supply is the quantity of the item on unreleased purchase orders, on purchase receipts, and in transit.
  • Fixed reorder quantity:
    The system will initiate replenishment for the item once the minimum stock level is reached and the quantity on replenishment request will be equal to the economical order quantity (EOQ) value specified for the chosen supplier.
Replenishment warehouse The warehouse used as a source of replenishment if the source is Purchase to order, Drop-shipment, or Transfer.
Max. shelf life (days) The maximum number of days the stock item can be stored in a warehouse.
Launch date The date starting the time period when the specified replenishment settings will be in effect for this stock item.
Termination date The date ending the time period when the selected replenishment settings will apply to this stock item.
Service level (%) The service level assigned to the item.
For details, see: About replenishment parameters based on demand forecast
Safety stock The safety stock (in base units) of the stock item to be used to calculate the quantity required for replenishment; these extra quantities of the item are kept at a warehouse to prevent possible stock-outs.
Reorder point The stock level that, when reached, prompts the system to initiate stock replenishment for the stock item. This quantity should be set equal to the anticipated demand during the lead time plus the safety stock.
Max. qty. The maximum stock level for the replenishment.
When the quantity of the item falls below the Reorder point value, the system generates a replenishment request with the quantity required to replenish the stock up to the Max. qty. value.
Transfer ERQ The economic reorder quantity defined for transfers that involves this stock item. This value represents the level of inventory that minimises the total transfer costs.
Demand forecast model The demand forecast model to be used to calculate replenishment parameters for this item.
Forecast period type

The type of period to be used for selecting historical data for the model, which can be one of the following:

  • Quarter
  • Month
  • Week
  • Day
Periods to analyse The number of periods to be used for selecting historical data for the model.

Use this tab to specify how deferrals should be performed for the stock item when it is sold or purchased.

If no deferral code is assigned to the item, no deferrals will be performed and the revenue or expense will be recognized immediately.

If a code is assigned to the item, revenue from its sale will be recognised according to the code's schedule.

If the stock item is a package, also known as a multiple delivery arrangement (MDA), specify how the item price can be split into components (separate units of accounting) that use different methods of revenue (or expense) recognition to comply with revenue recognition regulations in your country.
For each component, you can assign an individual deferral code in the Revenue components table.

Element Description
Deferral code The deferral code assigned to the stock item.
Default term The standard amount of years a term consists of.
Use component subaccounts This check box indicates (if selected) that the component subaccounts will be used in the component-associated deferrals.
Total percentage The total percentage of the item price, as split among components.
This value is calculated automatically as you add components and specify percentages for them.
If the item is not a package, the total percentage is set to 100.
Column Description
Item ID The item ID of the component.
Sales account The income account used to record sales for this component.
Sales sub. The subaccount to be used to record sales for this component.
UoM The unit of measure used for this component.
Quantity The quantity of the specified units for the component.
Deferral code The deferral code assigned to this component.
Default term The standard term of the specified units for the component.
Default term UoM The standard UoM used for the component.
Allocation method An option indicating whether you will specify the component's price as a percentage of the item's price or a fixed amount in the columns that follow.
Select Percentage or Fixed amount.
Fixed amount The fixed amount of the item price assigned to the component if the Fixed amount option is selected in the Amount option column.
Percentage This component's percentage of the item's price if the Percentage option is selected in the Amount option column.

On this tab, you specify the default General ledger accounts to be used for inventory transactions performed with the stock item.
For a new item, these elements are initially populated by the settings of the posting class selected for the item on the General settings tab of this window. Posting classes can be created in the Posting classes (IN206000) window.
You can override the posting settings for the item by selecting the appropriate accounts and subaccounts.

Element Description
Inventory account

The asset account to be used for posting inventory transactions related to this stock item.

This account is used if the option Item is selected in the Use inventory/accrual account from field in the posting class (the Posting classes (IN206000) window) for this item.
Inventory sub. Depending on the rule in the Combine inventory/accrual sub. from field in the posting class (the Posting classes (IN206000) window) for this item, this subaccount can be used as the source for one or more of the segment values of the inventory subaccount to be used with the inventory account.
Reason code sub. The subaccount to be used for this stock item when the transaction has a reason code specified.
Sales account The income account to be used for this stock item to record sales.
Sales sub. The subaccount to be used for this item to record sales.
Sales - non-taxable account The income account to be used for this stock item to record non-taxable sales.
Sales - EU account The income account to be used for this stock item to record EU sales.
Sales - export account The income account to be used for this stock item to record export sales.
COGS account The expense account to be used for this stock item to record the cost of goods sold (COGS) once the sales order is released.
COGS sub. The subaccount to be used for this item with the COGS account.
Expense acct, non-taxable The income account to be used for this stock item to record non-taxable expenses.
Expense EU account The income account to be used for this stock item to record EU expenses.
Expense account, import The income account to be used for this stock item to record import expenses.
Standard cost variance account The expense account to be used for this stock item to record any differences between the currently effective standard cost and the cost on the inventory receipt for the specified quantities of the stock item.
This account will be used only if this item is assigned the standard cost valuation method.
Standard cost variance sub The subaccount to be used for this stock item with the standard cost variance account.
Standard cost revaluation account The expense account to be used for this stock item to record the differences in inventory value estimated by using the pending standard cost and the currently effective standard cost for the quantities on hand of the stock item.
Revaluation is performed at the moment of updating standard costs or when the currently effective standard cost becomes the last standard cost, and the pending cost becomes the effective standard cost.
This account will be used only if this item is assigned the standard cost valuation method.
Standard cost revaluation sub. The subaccount to be used for this stock item with the standard cost revaluation account.
Purchase accrual account The liability account to be used for this stock item to accrue purchase order item amounts for this item, if the option Item is selected in the Use purchase accrual account from field in the posting class (the Posting classes (IN206000) window) for this item.
Whenever receipts linked to purchase orders are released, the system generates transactions between the purchase accrual account and the inventory account.
Purchase accrual sub.

Depending on the rule in the Combine purchase accrual sub. from field in the posting class (the Posting classes (IN206000) window) for this item, this subaccount can be used as the source for one or more of the segment values of the purchase accrual subaccount to be used with the purchase accrual account.

Purchase price variance account The expense account to be used for this stock item to record any differences between the extended price on the purchase receipt and the extended price on the purchase invoice.
This account is used if this item is assigned any of the valuation methods except for the standard cost valuation method.
Purchase price variance sub. The subaccount to be used for this item with the purchase price variance account.
Landed cost variance account The expense account to be used for this stock item to record any differences in landed costs that occurred between the landed costs amounts specified on purchase receipts and the amounts on inventory receipts.
Landed cost variance sub. The subaccount to be used with the landed cost variance account for this item.
Deferral account

The account to be used to hold the deferral amount until it is fully recognised.
The account type should be specified as follows:

  • A liability account for a deferral code of the revenue type
  • An asset account for a deferral code of the expense type
Deferral sub. The subaccount to be used with the deferral account.

This section is only available if the Excise duty functionality in the Enable/disable functionalities (CS100000) window is enabled.

The priority order in which the accounts in this section are used is:

  1. from the Stock items (IN202500) window,
    and if empty,
  2. from the Posting classes (IN206000) window.

For information about the generated General ledger batch, see About excise duties.

Element Description

Sales account

The income account that is connected to the VAT payable account (it has a set VAT category). The excise duty amounts are recorded in credit.

Sales sub.

The subaccount to be used with the sales account.

Sales offset account

The income account that is not connected to the VAT payable account (it does not have a set VAT category), used to balance the sales account. The excise duty amounts are recorded in debit.

Sales offset sub.

The subaccount to be used with the sales offset account.

Payable account

The liability account that accumulates the excise duty amounts to be paid to a tax agency for the excise duty reporting period. The excise duty amounts are recorded in credit.

Payable sub.

The corresponding payable subaccount.

This tab provides information about sub item restriction groups and restriction groups the item is included in.

The list of groups is read-only and cannot be changed in this window.

By using this window, you can only include the item in a group or exclude the item from a group.

If subitems are enabled in your system, the sub item restriction groups are created using the Restriction groups (SM201030) window and listed in the Inventory preferences (IN101000) window.

Custom action Description
Group details Navigates to the Restriction groups (SM201030) window, where you can view details of the restriction group.
Column Description
Group name The name of the sub item restriction group or restriction group.
Specific type The functional type of the group.
Description A brief description of the group.
Active A check box that indicates (if selected) that the group is active.
Group type

A read-only column that shows the type of the restriction group:

  • A
  • A inverse
  • B
  • B inverse

This tab is only available if the Excise duty functionality in the Enable/disable functionalities (CS100000) window is enabled.

On this tab, you can view the excise duties this item is connected to, as set in the Duty items (EF208000) window. Here, you also set the conversion factor from the duty UoM to the item's base unit, if these UoMs are not the same.

Column Description
Duty type The duty type ID.
Duty group The duty group ID.
From duty UoM The duty rate unit for the duty type and group, as set in the Duty rates (EF207000) window.
Multiply/divide The operation to be performed for conversion from the duty UoM to the UoM specified as the base unit. Only Multiply is supported.
Conversion factor The factor to be used for the unit conversion, along with the conversion operation Multiply. When the duty UoM and item's base unit are the same, the conversion factor is automatically set to 1.
To item base UoM The UoM selected as the base unit for the item.

On this tab, you can create stock item descriptions that include tables, images, and web links.

This tab is visible for a stock item, if the Webhook notifications check box on the General information tab is selected and saved for that specific stock item.

Button Description
View notification feedback Opens the Webhook notification feedback window where the message from the third-party integrator is visible.
Resend notification Resends the notification.
Column Description
Success

If the message has been sent successfully, the value in the column is True.
If it failed, the value is False.
Event

Represents the event category indicating if an entity has been created or updated. One of the following statuses will appear: 

  • Entity created
  • Entity updated
  • Entity deleted - only available for accounts
  • Document status changed
  • External action triggered
Status

Indicates the status of the message:

  • Sent
  • Resent
  • Available
  • Consumed
Source

Indicates the source of the event:

  • Visma Net
    If the source is this, the status can be Sent or Resent
  • APIs
    If the source is this, the status is Available. It is ready to be sent to third party-integrators.
  • External integrator
    If the source is this, the status is Consumed. The customer confirms receiving the message.
Document status

Indicates that a document has a new status.

For example, when a sales order is changed from status On hold to Open.
User Indicates which user made a change to the entity.
Date Indicates the date when the change was made.
Message Indicates the detailed message identifier that has been sent.

Related concepts

About suggested VAT categories

About suggested sales accounts

About stock and non-stock items

About item attributes

About item costs and valuation methods

About item cross-references

About default prices

Related tasks

Maintain default prices for stock items

Specify standard costs for stock items

Configure a stock item for automatic packaging

Related windows

Item classes (IN201000)