Catalog Item Card
In the Catalog Item Card, define the manufacturer or wholesaler item that is not yet in inventory. A normal item must be created before you can use it in purchase orders.
Fields on Catalog Item Card
The fields on the Catalog Item Card that are specific to COSMO Project Construction are described in this section.
| FastTab | Field | Description |
|---|---|---|
| General | Item Synchronized | Indicates if an item has been created from the catalog item. The related item can be accessed by choosing Catalog Item > Item List on the Related menu. |
| BOM | Indicates if a Catalog Item BOM has been assigned to the catalog item (see Catalog Item BOM). | |
| Description 2 | Specifies additional description information if needed. | |
| Blocked | Determines if the catalog item can be used in the BoQ Budget Calculation or purchase quote. | |
| Manufacturer Model | Indicates the model number that the manufacturer uses for the catalog item. | |
| Manufacturer No. | Indicates the item number that the manufacturer uses for the catalog item. | |
| GTIN | Indicates the Global Trade Item Number (GTIN) for the catalog item. | |
| BoQ Position No. | Used with catalog items that have BOMs to handle ZVEH catalogs in the BoQ Calculation. If you need to calculate a ZVEH catalog item, then enter the catalog item number in this field. For more information, see ZVEH Catalog. | |
| Catalog | Catalog Code | Indicates the catalog that the catalog item belongs to. |
| Discount Group Code | Indicates the discount group assigned to this catalog item. | |
| Main Product Group Code | Indicates the main product group that the catalog item belongs to. | |
| Product Group Code | Indicates the product group that the catalog item belongs to. | |
| Catalog Item Text | Text | Indicates user-defined text about the catalog item. This text is transferred to the item's Extended Text when the item is created. |
| Item Details | Height | Indicates the height dimension of the catalog item. |
| Width | Indicates the width dimension of the catalog item. | |
| Depth | Indicates the depth dimension of the catalog item. | |
| Customs Tariff Number | Indicates the tariff number for the catalog item for use in customs processing. | |
| Item Substitution | Indicates whether a substitute item has been assigned to the catalog item. | |
| Discontinued Item | Determines if the catalog item is discontinued or not. | |
| Expiration Date | Indicates the date that the catalog item expires. | |
| Price Details | Price Flag | Determines how the direct unit costs are calculated. The options are List Price, Net Price, and Special Price. For more information, see Pricing. |
| Price Unit | Indicates the price per unit. For example, the direct unit cost is 1500 for every 100 meters. | |
| Direct Unit Cost | Indicates the direct unit cost of the catalog item. | |
| Direct Unit Cost per Unit | Indicates the calculated value of Direct Unit Cost / Price Unit. For example, the direct unit cost per unit is 15 if the direct unit cost is 1500 for every 100 meters. | |
| Catalog Item Prices | Indicates how many catalog item prices have been assigned to the catalog item (see Pricing). |
Actions on Catalog Item Card
The actions on the action bar that are specific to COSMO Project Construction are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Create Item | Creates a normal item from the catalog item. | |
| Actions > Functions | Assign Item | Opens the Items list where you can select an existing item to the catalog item. The list only shows items that have the same GTIN, Manufacturer Model, or Manufacturer No. as the catalog item. |
| Update Item | Opens the Update Item dialog with options to transfer catalog item text or prices or to replace existing item extended text. | |
| Remove Item | Removes any items that have been attached to the catalog item through the Create Item or Assign Item function. | |
| Related | Catalog Item > Item List | Opens the Items page which lists the related items that are created for the catalog item using the Create Item function. |
| Catalog Item > Catalog Item BOM | Opens the Catalog Item BOM page where you can define a BOM for the catalog item for informational purposes (see Catalog Item BOM). | |
| Purchase Prices and Discounts | Opens the Catalog Item Prices page where you can define multiple prices for the catalog item (see Pricing). | |
| Raw Materials | Opens the Catalog Item Raw Materials page where you can define the alloy raw materials included with the catalog items (see Raw Material). |
Pricing
The fields on the Price Details FastTab coordinate with the fields on the Invoicing FastTab.
- If the Price Flag is set to List Price, then the calculated unit cost from the Direct Unit Cost per Unit is automatically entered in the Published Cost field.
- If the Price Flag is set to Net Price, then the calculated unit cost from the Direct Unit Cost per Unit is automatically entered in the Negotiated Cost field.
Typically only a List Price or Net Price is set for a catalog item, as designated in the Price Details FastTab. If you are given a list price, a net price, a special price, or any combination, you can manage these prices in the catalog item prices. On the Related menu, choose the Purchase Prices and Discounts action.
The fields in the Catalog Item Prices page are described in the following table.
| Field | Description |
|---|---|
| Price Flag | Indicates the type of pricing used with the catalog item. The options are List Price, Net Price, and Special Price. |
| Minimum Quantity | Indicates the minimum quantity to be ordered to get the specified pricing. |
| Starting Date | Indicates the starting date that this pricing is available. |
| Price Unit | Indicates the price per unit. For example, the direct unit cost is 1500 for every 100 meters. |
| Direct Unit Cost | Indicates the direct unit cost of the catalog item. |
| Direct Unit Cost per Unit | Indicates the calculated value of Direct Unit Cost / Price Unit. For example, the direct unit cost per unit is 15 if the direct unit cost is 1500 for every 100 meters. |
| Discount Flag | Indicates the type of discount offered with this pricing. The options are: - Without: no discount is used - Discount Group: a discount is taken from the Discount Group Code specified on the Item Catalog Card and automatically entered in the Discount % field. This option can be used only with Price Flag = List Price and Net Price. - Discount: a discount is manually entered in the Discount % field. |
| Discount % | Indicates the discount as a percentage if Discount Flag = Discount Group and Discount. The discount is calculated from the list price and is updated in the Direct Unit Cost field. |
To automatically calculate the Direct Unit Cost based on list price and discount group, the Price Flag field must be set to List Price and the list price must be defined in the Direct Unit Cost field on the Price Details FastTab of the Catalog Item Card. Therefore, when the List Price option is added to the Catalog Item Prices page, the discount is automatically deducted from the list price and calculated in the Direct Unit Cost field.
Example
A vendor gives you a price list with standard pricing for a catalog item (list price) and a 20% discounted price if you purchase 5 units (net price), which you already have defined in your discount groups. Starting on August 1st, your price is 500 less than list price to give you an incentive to purchase more when they typically have a decrease in sales (special price).
| Price Flag | Minimum Quantity | Starting Date | Price Unit | Direct Unit Cost | Direct Unit Cost per Unit | Discount Flag | Discount % |
|---|---|---|---|---|---|---|---|
| List Price | 1 | 100 | 1500 | 15 | Without | 0 | |
| Net Price | 5 | 100 | 1200 | 15 | Discount Group | 20 | |
| Special Price | 1 | 01.08.2021 | 100 | 1000 | 10 | Without | 0 |
Raw Materials
Manufacturers and wholesalers can include alloy raw materials with their catalog items, which are defined in the Catalog Item Raw Materials page. On the Related menu, choose the Raw Materials action.
The fields in the Catalog Item Raw Materials page are described in the following table.
| Field | Description |
|---|---|
| Raw Material Type | Indicates which raw material is included with the catalog item. Use the arrow to select from a pre-defined alloy list. |
| Weight | Indicates the weight of the raw material. |
| Conversion Factor | Calculates the weight per unit. |
| Weight per Unit | Calculated value of the Weight / Conversion Factor. |
| Reference Base | Indicates the base price for the raw material which is already included in the Direct Unit Cost. |
Catalog Item BOM
In the Catalog Item BOM page, you can enter catalog items and resources to build a BOM for use in the BoQ Budget Calculation, which is only considered by running the Precalculate BoQ (Catalog BOMs) action (see Precalculate BoQ (Catalog BOMs)).
On the Related menu, choose Catalog Item > Catalog Item BOM. The fields in the Catalog Item BOM page are described in the following table.
| Field | Description |
|---|---|
| Type | Indicates if the entry is a catalog item or resource. |
| No. | Indicates the number of the catalog item or resource. |
| Description | Indicates the description of the catalog item or resource. |
| Quantity per | Indicates the quantity needed of the catalog item or resource. |
| Unit of Measure Code | Indicates the unit of measure of the item or resources, defaults from the Catalog Item Card or Resource Card. |
See Also
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