Overview
Catalog Item is a central repository of products and services commonly used in the organization. It contains general information of the Catalogue Items, defined by the organization such as Description, Unit of Measure, Item Category, etc. This screen contains the required information to control Goods and Services which could be stock on inventory or procured for direct consumption.
Navigation
Admin ► Common Entities ► Catalogue Items ► Catalogue Items
Catalogue Items Screen Fields and Tabs
Field | Description |
Code | Unique identification code of the Catalogue Item |
| Workflow Status | It shows the status of an item which is related to its creation process. |
Item Class | A Catalogue Item must belong to an Item Class, e.g. Medicines. This attribute will allow copying attribute values from Item Class to Catalogue Item and Inventory Item. |
Category | This screen contains the values for the Item Category at all levels of the Item Classification. |
| Alternate Item | Search function to Catalogue Item Entity. |
Default Account | If an element is defined in the object segment of the chart of accounts, this code will be used as part of the coding block when issuing a purchase order or purchase requisition that includes this particular item. |
Item Type | Related item type. |
| Costing Method | Related costing method. |
| Priority | Indicates the priority of the item. For example, High, Medium, and Low are priority levels. |
| Hazard Type | Indicates if the item is hazardous, which would allow the user to be warned and be prepared to handle the situation. |
| Unit of Measure | Indicates the standard unit of measure used by the institution to procure (stock and issue material requests if applicable) the item. Examples include pound, gallon, liter, etc. |
| Active | Active Status if checked, Catalogue Item is available. |
| Inventory | If checked, whenever a goods receipt is completed for the Catalogue Item ID, it will update the Inventory Item Quantity On Hand amount upon its Good Receipt. |
Item Type | Related item type. |
Costing Method | Related costing method. |
Priority | Indicates the priority of the item. For example, High, Medium, and Low are priority levels. |
Lot Management Required | This attribute is used when lot expire dates are required. |
Apply Tax Exemption | This attribute defines whether or not the tax exemption applies to the item. |
| Asset? | If it is true, the system is going to create asset item while approving GRN with this catalog item. |
Reorder Point | The point in time that new inventory must be reordered. |
Order Quantity | The number of inventory items purchased in a specific order. |
Min Order Quantity | The minimum number of inventory items which need to be purchased in an order. |
Maximum on Hand | The maximum number of inventory items which can be on hand at any given time. |
Last Item Cost | This value will be used as a reference for the Goods/Services Request. This is the last item cost based on GRN, the system must apply this cost once a GRN with this catalog item has been marked as received. |
Language | Country specific Language to be selected from the drop-down box. |
Abbreviation | A shortened version of a title. |
Description | Provide a detailed description of the Catalogue Item. |
| Functionality | This feature indicates a specific or additional responsibility to perform in which item can be used. |
Legacy Reference | If the user has used an older system, the user can keep the same codes from the previous system as a reference. |
| Created By | Indicates the User who has created the Item. |
| Approved By | Indicates the User who has approved the Item. |
| Created Date | Indicates the creation date of the Item. It is automatically populated by the system upon creation. |
| Approved Date | Date of approval of the Catalogue Item. It is automatically populated by the system upon approval. |
Attachments Tab | Additional information regarding Catalogue Items are added from this tab. |
Pictures Tab | Related picture information for Catalogue Items get added from this tab. |
Taxes Tab | Taxation relating to Catalogue Items to be selected from lookup button. |
Overview
Additional information for Catalogue Item can be added from this tab.
Attachment screen Fields
Field | Description |
Id | Unique identification code of Attachment. |
| Attachment Classification | Reference to the Attachment Classification. |
Language | Country specific language used to describe fields to be selected from the drop-down box. |
Title | Title of the file attached. |
Description | Description of the attached file. |
Attachment | File to be attached from this field by clicking on the Browse button. |
Date Time | Date and Time when the file is attached filled up the system. |
| Date | Select the date from the date picker. |
User | Users by whom the file is attached. |
Overview
Information regarding pictures of Catalogue Items is added from this tab.
Picture screen fields
Field | Description |
Id | Unique identification code of Attachment. |
| Attachment Classification | Reference to attachment classification. |
| Language | Country specific language used. |
Title | Title of the file attached. |
Description | Description of the attached file. |
Attachment | File to be attached from this field by clicking on the Browse button. |
Date Time | Date and Time when the file is attached filled up the system. |
| Date | Select the date from the date picker. |
User | Users by whom the file is attached. |