Item Matrix - Supernova Consulting
Contents
1. Attribute ID 1 Name COLOR Find Attribute Disable C Two Dimentional Code Value Disable CR Red CB Blue L cG Green cw White CB Black v OK Cancel Add Row Delete Row e Attribute ID this is a system generated field and cannot be changed by the user The Attribute ID starts with 1 and gets incremented by 1 for every new attribute added e Name enter the name of the attribute You can specify any alphanumeric string up to 150 characters e Add Row to insert lines of codes click Add Row and enter the required values e Delete Row click on the required line and click Delete Row to delete it e Code enter the code for the value s of the attribute being setup The code can be of maximum 5 characters e Value enter the description for the code E g if the attribute is Color the values could be Red Blue Green etc The values can be of maximum 25 characters e Disable check this field if you want to disable a specific value of an attribute While setting up the item attributes the disabled attribute values will not be displayed e Two Dimensional determine if the user can enter order quantity against the values of this attribute in a two dimensional grid Only one attribute can be marked as two dimensional column and more likely will be the size USER MANUAL UPERNOVA lic ur Item Matrix Add on CONSULTING Sales Order Attribute Sequence e Goto Administration gt Setup gt2. Ttemiszs eerte rere eI eran sei ESTEE Ee YE ar Ee HO D HEAT GT TOVIHEE eese 13 View Child Items from the Item Master esses eene enne enhn 14 View Stock Avan ai ny n M 15 View Matrix Items Child Items 00 0 0 cccccesessecececccecsesenseseeecceecsesessaececeeeesesesssaeaeceseceeseneneaaees 16 View Child Items Item Master Data window eeeeeeeeeeeeeen eene enne nennen ener nne 16 Matrix Items 1n Documents i iR RE ste ate bie cnc c ERE 18 Selecting Matrix Items in DOCUORDSDUS eee urat apo du edant ipta Du o cand dees Gu elusabdi dpptu Du deu cep 18 Item Matrix Add on USER MANUAL C UPERNOVA About Item Matrix Add on Introduction The Item Matrix add on runs as a seamless integrated application internal in SAP Business One The purpose of the add on is to manage the complexity of inventory items with various features such as colours sizes and style This seamless integration is needed with the Sales AR Purchase AP and Inventory modules of SAP Business One Background Currently multiple dimensions on inventory level cannot be supported in SAP Business One It is not possible to combine different dimensions Colour Size Style etc together on the same item record in order to end up with an item matrix record This add on will enable the maintenance of multiple item dimensions and their usage in marketing documents Goals With the new Item Matr
3. Stock Management gt Item Matrix e Click to open the Sales Order Attribute Sequence window e This window displays the list of attributes created and the order in which they will be used e The order cannot be changed Attribute Sequence Seqence Order Attribute Name 1 COLOR 2 SIZES Copyright 2011 Supernova Consulting Ltd All rights reserved Page 7 of 20 SA USER MANUAL C UPERNOVA E ur Item Matrix Add on CONSULTING Creation of Matrix Items Create Matrix Items e When you create new Items a new flag called Matrix Item will be available Whether this flag is enabled or not by default when a new item is created depends on the configuration of the addon Item Master Data Item Number 1005 X Bar Code v Stock Item Description BMS T Shirt V Sales Item Desc in Foreign Lang Purchase Item Item Type Items Y Item Group Accessories Price List Purchase Price Unit Price Parent Item SKU Description Purchasing Data Sales Data Stock Data Planning Data Properties Remarks Production Data _ Phantom Item Issue Method Backflush v s Manufacturer na ape POLI AGIR amet Phe posed SM mah a a ale IM e Create a new Matrix Item by enabling this flag Click Add to save this new item e As soon as this item is saved for the first time additional fields and buttons will appear in the Item Master Data window as follows
4. IDENTIAL information that is produced solely for the benefit of the named parties All parties should keep all information contained herein confidential and on no account should the information in whole or in part be disclosed or disseminated to any third party without the express written permission of Supernova Consulting Ltd Copyright 2011 Supernova Consulting Ltd All rights reserved Page 2 of 20 Item Matrix Add on USER MANUAL UPERNOVA TABLE OF CONTENTS About Item Mattix Aud Of etes ct teret ecce cete C Re Ee ce etaed eee cs 4 Hilicersll Ct On RIDERE 4 ACN Noes ees cetera HQ 4 OAS Em 4 Main CALUITOS hase cans fess E tede idein UI LAU C eR Eri Deor 4 wisi M P H 3 Setup the temi M trix edendo ur toten rox dbsstetiedibuives but detun itla dea tce ded usas odo a aaaea a rester 5 Setup the Item Matrix Attributes esseeeeeeeessesseeeessesresstssrssresstssrestesserstesresstesetsersstensesstssresseesrestes 6 Sales Order Attribute Sequence MEN c 7 Creation of Matrix Items eeeeeeeseeeeeeeeeeee nenne e ener iinan dani na d aiai 8 Create Matix teiis oie bate a ree bat teet sine NA cit beoe te bess 8 Define Item Attnbutes ccc cene et cette cette cete ce ee rete eet duce Pet Ex dodges e e reve ee Eu Ce ea ER egeta 10 Items SKUS T eias 11 Denne Child
5. Item Matrix Add on USER MANUAL gt UPERNOVA User Manual Item Matrix Supernova Add on for SAP Business One Date October 2011 Copyright 2011 Supernova Consulting Ltd All rights reserved This content may not be reproduced or transmitted in any form or by any means electronic or mechanical including photocopy recording or any information storage or retrieval system without written permission Requests for permission should be directed to info supernova consulting com 357 25 817880 or mailed to Supernova Consulting Ltd P O Box 56747 3309 Limassol Cyprus Copyright 2011 Supernova Consulting Ltd All rights reserved Page 1 of 20 SA USER MANUAL C UPERNOVA gt Item Matrix Add on CONSULTING Document Details Area Detail Title User Manual Date October 2011 Version Software version v1 0 8 Owner Supernova Consulting Ltd Author Supernova Consulting Ltd Copyright 2011 Supernova Consulting Ltd All rights reserved Copyright in the whole and every part of this document belongs to Supernova Consulting Ltd with the exception of proprietary material and the brand or product names of other parties for which the rights in such material or trademarks remain with their respective owners Names and data used in examples herein are fictitious unless otherwise noted Disclaimer This document and the software it describes are furnished by Supernova Consulting Ltd under a Software Licensi
6. Items 0 All SKU s 6 In Stock Enable Flag V Select Un Select All Commited Ordered Available 0 000 0 000 0 00 e Enable Flag click to select the SKU Codes that need to be created for the parent item e Select Unselect All use this check box to select or unselect all SKU Codes from the list e Update click to save changes This is required before you continue to create the child items e Delete select an SKU Code line and click Delete to delete the code e Cancel click to cancel all changes and close the screen e Summary area the area on the top right of the screen displays the following information Copyright 2011 Supernova Consulting Ltd All rights reserved Page 11 of 20 SA USER MANUAL C UPERNOVA Item Matrix Add on Item Code 10005 SKU pending for Conversion 6 BMS T Shirt SKU Converted Child Items 0 Item Name All SKU s 5 SKU Code Description In Stock 10005 CR S10 BMS T Shirt Red Size 10 10005 CR S12 BMS T Shirt Red Size 12 10005 CB 510 BMS T Shirt Blue Size 10 nt cci es shoes atis RIS T Shirt BluesSize 12 apto cementite t sms cai emet dio e SKU pending for Conversion displays the number of SKU Codes that have NOT been created yet as Child Items e SKU Converted Child Items displays the number of SKU Codes that have already been created as Child Items e All SKUs the sum of the two fields above e Show click on one of t
7. MANUAL pUPERN OVA Item Matrix Add on Copyright 2011 Supernova Consulting Ltd All rights reserved This content may not be reproduced or transmitted in any form or by any means electronic or mechanical including photocopy recording or any information storage or retrieval system without written permission Requests for permission should be directed to info supernova consulting com 357 25 817880 or mailed to Supernova Consulting Ltd P O Box 56747 3309 Limassol Cyprus Copyright 2011 Supernova Consulting Ltd All rights reserved Page 20 of 20
8. Shirt Blue Size 12 10005 CG 510 BMS T Shirt Green Size 10 10005 CR S10 BMS T Shirt Red Size 10 10005 CR 512 BMS T Shirt Red Size 12 e Select to view one of the child items in the list Copyright 2011 Supernova Consulting Ltd All rights reserved Page 16 of 20 saod USER MANUAL pUPERN A OV Item Matrix Add on Item Master Data Item Number 10005 CB S12 Bar Code Stock Item Description BMS T Shirt Blue Size 12 Sales Iter Desc in Foreign Lang Purchase Item Item Type Items go Fixed Assets Item Group Fixed Assets Matrix Item Price List Purchase Price Unit Price Child Item Parent Item 10005 SKU Description BMS T Shirt Blue Si Purchasing Data Sales Data Stock Data Planning Data Properties Remarks Production Data C Phantom Item Issue Method Backflush Manufacturer No Manufacturer Additional Identifier Shipping Type Serial and Batch Numbers Manage Item by None Active Inactive on Advanced mm e The child item is flagged on the top right corner Note that none of the buttons previously shown are available in the child item Copyright 2011 Supernova Consulting Ltd All rights reserved Page 17 of 20 USER MANUAL C UPERNOVA Item Matrix Add on ONSULTING Matrix Items in Documents Selecting Matrix Items in Documents Once an item is marked as a matrix item then the user should be able to use it in the following documents e Sales AR o S
9. ales Order Delivery Return A R Invoice A R Credit Note o A R Reserve Invoice e Purchases AP o Purchase Order Goods Receipt PO Goods Return A P Invoice A P Credit Note o A P Reserve Invoice O O O O O O O O e Stock Transactions o Goods Receipt o Goods Issue o Stock Transfer Note parent items cannot be used in any of the above Copyright 2011 Supernova Consulting Ltd All rights reserved Page 18 of 20 USER MANUAL C UPERNOVA gt Item Matrix Add on CONSULTING e When selecting a parent item in any document the system displays the following window from where the user can select the child items in the quantities required Detailed Selection Screen Detailed SKUs Supplier Code ItemCode Attribute Name 10 S12 Total 10005 Green 0 000 0 000 0 000 10005 Red 0 000 0 000 0 000 Warehouse Availability Item Code 10005 CB S12 WhsCode InStock Commited Ordered gt 1 1 1 0 000 0 000 e Note that the system displays the stock values in the table below for a child item selected e Youcan check the availability of the combination by clicking on the particular row e g Blue and S12 is Item Code 10005 CB S12 and there are 10 items in stock e Add to Document click this button to add all lines with quantity to the original document The items with 0 or negative quantities are not copied to the document Copyright 2011 Supernova Consulting Ltd All rights reserved Page 19 of 20 saod USER
10. he buttons above and click Show to see the list of the related SKUs Copyright 2011 Supernova Consulting Ltd All rights reserved Page 12 of 20 SA USER MANUAL C UPERNOVA Item Matrix Add on CONSULTING Define Child Items e Once a Matrix Item parent and the SKUs are created you can proceed to create the child items e From the Item Master Data window click SKUs e Select which SKU Codes should be used for the creation of child items as explained in the section above e Click the Create Child Item Master button to create new Items one for each SKU Code selected in the table above 0 000 0 000 Item Code gt 10005 SKU pending for Conversion 1 Item Name BMS T Shirt SKU Converted Child Items 5 e All SKU s 6 SKU Code Description In Stock Enable Flag gt 10005 CR 510 BMS T Shirt Red Size 10 0 000 gt 10005 CR S12 BMS T Shirt Red Size 12 0 000 10005 CB 510 BMS T Shirt Blue Size 10 0 000 gt 10005 CB S12 BMS T Shirt Blue Size 12 0 000 10005 CG S10 BMS T Shirt Green Size 10 0 000 10005 CG 512 BMS T Shirt Green Size 12 Attribute Code Value WhsCode InStock Commited Select Un Select All Ordered Available 0 000 0 00 e The summary area on the top right will change to display the number of converted items e n Stock and Stock values in the table below will be update to display 0 for the new
11. items created In existing child items these fields will dispaly the real stock values in the system Copyright 2011 Supernova Consulting Ltd All rights reserved USER MANUAL Item Matrix Add on UPERNOVA gt ONSULTING View Child Items from the Item Master e From the Item Master Data window click the Child Items button e The following window will appear where the user can view the list of all child items created for the selected parent item Matrix Child Items Item Code gt 10005 Item Name BMS T Shirt Child Items SKU Item Code E gt 10005 CB S10 10005 CB S12 10005 CG 510 10005 CR S10 10005 CR S12 Attribute Details Attribute Code SKU Item Description SKU Description In Stock BMS T Shirt Blue Size 10 BMS T Shirt Blue Size 10 0 000 BMS T Shirt Blue Size 12 BMS T Shirt Blue Size 12 0 000 BMS T Shirt Green Size 10 BMS T Shirt Green Size 10 0 000 BMS T Shirt Red Size 10 BMS T Shirt Red Size 10 0 000 BMS T Shirt Red Size 12 BMS T Shirt Red Size 12 0 000 Stock Details Value WhsCode InStock Commited 0 000 0 000 Commited 0 000 0 000 0 000 0 000 0 000 0 000 0 000 0 000 0 000 0 000 Ordered 0 000 Ordered Available 0 00 0 00 0 00 0 00 0 00 Available 0 00 e The following warehouse related information are initially blank until an item is converted to an inventory item and stock is bought and sold o WhsCode the code of the warehouse o Instock the stock a
12. ix add on the user can track and control inventory items by their different attributes in a fast and efficient way The following are some of the benefits provided by this add on e Full integration with SAP Business One which enhances business process efficiency e Simplified stock management item cards which can be used in MRP Consolidate Purchase Orders and stock taking process e Better flexibility when selecting item attributes e Real time information about any attribute on the stock item card e Training and implementation will be easier Main Features The following features are provided by the add on e Ability to define multiple attributes for the same item code e Ability to handle different dimensions for each item in all marketing documents e Ability to check the stock availability per warehouse per item attribute or dimension e Ability to maximize the efficiency of company s business process e Real time and accurate stock information at a glance e Only one attribute can be marked as two dimensional e Parent Items cannot be used on any marketing documents They will only be used as templates and links to the child items e The order number for the attributes is always different and the order number cannot be greater than the number of attributes USER MANUAL UPERNOVA OV Item Matrix Add on Configuration Before starting to use the addon some configuration is needed Setup the Item Matri
13. ize 12 0 000 0 000 0 000 0 00 Attribute details Stock Availability Child Item Attribute Code Value WhsCode InStock Commited Ordered Available 0 000 0 000 0 000 0 00 Cancel e The following warehouse related information are initially blank until an item is converted to an inventory item and stock is bought and sold o Instock the stock available in hand for the selected SKU in the given warehouse o Committed the stock of the selected SKU in the given warehouse that is committed to the customer o Ordered the stock of the selected SKU ordered for replenishment in the given warehouse o Available the stock of the selected SKU available to be sold in the given warehouse Copyright 2011 Supernova Consulting Ltd All rights reserved Page 15 of 20 7 USER MANUAL UPERN A OV Item Matrix Add on View Matrix Items Child Items View Child Items Item Master Data window e After you have created the Child Items you can view them in the same way that you view other Items e From the main menu go to Stock Management gt Item Master Data e Search to find a child item The list of items now includes both the parent and all the child items created Item Master Data Item Number Bar Code Stock Item Description bm S Desc in Foreign Lang List of Items Find D Eh L Keep Visible Item No a Item Description In Stock 7 10005 CB 510 BMS T Shirt Blue Size 10 10005 CB 512 BMS T
14. l highlight the selected code as shown in the image above e Create Flag click on the required check boxes to select which attributes should be considered when creating the child items for the selected parent item e Update when finished with the flag selections click this button to save changes This is required before you continue to create the SKUs e Generate SKU click this button to generate different SKUs for each attribute selected The window will close when the creation is completed Copyright 2011 Supernova Consulting Ltd All rights reserved Page 10 of 20 SA USER MANUAL Item Matrix Add on UPERNOVA CONSULTING Items SKUs Once the SKUs are created as per the process described above you can proceed to view and change these SKUs e From the Item Master Data window click the SKU button at the bottom of the screen e This will open the following window where you can view the combinations of SKU Codes created based on the attributes selected in the previous step Item Code gt 10005 Item Name SKU Code 10005 CR S10 10005 CR 512 10005 CB S10 10005 CB 512 10005 CG 510 10005 CG 512 Attribute Code BMS T Shirt Description BMS T Shirt Red Size 10 BMS T Shirt Red Size 12 BMS T Shirt Blue Size 10 BMS T Shirt Blue Size 12 BMS T Shirt Green Size 10 BMS T Shirt Green Size 12 WhsCode InStock 0 000 SKU pending for Conversion 6 SKU Converted Child
15. ng Agreement Facility Management Agreement or Confidentiality Agreement and may be used or copied only in accordance with the terms of such Agreement Neither this document nor the software it describes may be used sold transferred copied translated reproduced or transmitted in any form or by any means electronic or mechanical for any purpose in whole or in part other than in accordance with the terms of such Agreement or otherwise without prior written consent of the Supernova Consulting Ltd This document describes a generic product or service and should be read in conjunction with other documents relevant to the configuration of any specific system The licensee of Supernova software or user of Supernova services is responsible for ensuring that the product or service described herein meets its own requirements The information contained in this document is subject to change without notice and should not be taken as a commitment by Supernova Consulting Ltd Supernova Consulting Ltd assumes no responsibility for any errors that may appear in this document Nothing in this document should be assumed to grant a license for any software modules interfaces enhancements features or functionalities that are not licensed under the Software Licensing Agreement or Facility Management Agreement and or Addendums to it Confidentiality The information contained herein is the property of Supernova Consulting Ltd This specification contains CONF
16. o Matrix Item should be checked when the item needs to be a parent item o Child Item updated automatically when child items are created o Parent Item updated with the code of the parent item when the card is referred o SKUDescription displays the concatenated name of each child when it is created based on the separator defined in the addon configuration o Item Attributes button use this to select various attributes that need to be attached with current parent item o SKU button use this to select the SKU codes that need to be created for the selected parent item o Child Items button view the various child items associated with the selected parent item along with various attributes attached to the child item Also it displays the stock availability of various child items in each warehouse o Stock Availability button use this to view a stock report for the parent item regarding its child items This is enabled only when the item selected is a Parent Item Copyright 2011 Supernova Consulting Ltd All rights reserved Page 8 of 20 saod USER MANUAL Item Matrix Add on UPERN OVA Item Master Data Item Number Bar Code C Stock Item Description BMS T Shirt Sales Item Desc in Foreign Lang Purchase Item Item Type Items Fixed Assets Item Group Accessories Matrix Item Sear sca Deine hae id Item Parent Item SKU Description Purchasing Data Sales Data Stock Data Planning Data Properties Rema
17. rks Production Data Phantom Item Issue Method BackRush Manufacturer No Manufacturer Additional Identifier Shipping Type Serial and Batch Numbers Manage Item by None Active O Inactive O Advanced Remarks Copyright 2011 Supernova Consulting Ltd All rights reserved Page 9 of 20 Item Matrix Add on CONSULTING USER MANUAL C UPERNOVA gt Define Item Attributes Once a Matrix Item parent is created you can proceed to create the different item attributes of the selected item With this tool the system allows you to perform a mass creation of the required child items e Click the Item Attributes button on the main Item Master Data window e The following window will appear Define Item Attributes Item Code E gt 555 Find Attritbute Name M Item Name ep test 2 Find Attritbute Code Cw Y Attribute Name Attribute Code Attribute Value Create Flag COLOR CR Red COLOR CB Blue COLOR cG Green COLOR CW White SIZES S8 Size 8 SIZES 510 Size 10 SIZES 512 Size 12 SIZES 514 Size 14 e Item Code displays the item code of the selected parent item e tem Name displays the item name of the selected parent item e Find Attribute Name use in case there is a large number of Atttributes to choose from e Find Attribute Code upon selection of an Attribute in the field above this will display a filtered list of only the related codes Select one and the system wil
18. vailable in hand for the selected SKU in the given warehouse o Committed the stock of the selected SKU in the given warehouse that is committed to the customer o Ordered the stock of the selected SKU ordered for replenishment in the given warehouse o Available the stock of the selected SKU available to be sold in the given warehouse Copyright 2011 Supernova Consulting Ltd All rights reserved Page 14 of 20 saod USER MANUAL C UPERNOVA Item Matrix Add on ONSULTING View Stock Availability e From the Item Master Data window click the Stock Availability button e The following window will appear where the user can view all related child items and their related stock values Stock Availability Item Code gt 10005 Item Name BMS T Shirt Stock Availabilty Including Child Items WhsCode InStock Commited Ordered Available c 144 0 00 0 00 0 00 0 00 c 244 0 00 0 00 0 00 0 00 t 2 12 0 00 0 00 0 00 0 00 MA Child Items SKU Item Code SKU Item Description SKU Description In Stock Commited Ordered Available 10005 CB S10 BMS T Shirt Blue Size 10 BMS T Shirt Blue Size 10 0 000 0 000 0 000 0 00 gt 10005 CB 512 BMS T Shirt Blue Size 12 BMS T Shirt Blue Size 12 0 000 0 000 0 000 0 00 10005 CG S10 BMS T Shirt Green Size 10 BMS T Shirt Green Size 10 0 000 0 000 0 000 0 00 10005 CR 510 BMS T Shirt Red Size 10 BMS T Shirt Red Size 10 0 000 0 000 0 000 0 00 10005 CR S12 BMS T Shirt Red Size 12 BMS T Shirt Red S
19. x e Goto Administration gt Setup gt Stock Management gt Item Matrix e Click to open the Item Matrix Setup window e This is where the Key User or the Consultant will define the settings when an item will be generated manager Administration Choose Company fal Exchange Rates and Indexes System Initialisation yr Setup General C Financials fill Sales Opportunities Purchasing Business Partners Banking Matrix Item Setup fm Stock Management O Always default an Item as Matrix Item G item Matrix Item Code Seperator fJ Item Name Seperator tem Matrix Setup Item Matrix Attributes Se mj Sales Order Attribute Sequence e Item Code Separator specify the separator to be used while creating the Item code i e 10000000 01 01 e Item Name Separator specify the separator to be used while creating the Item name i e Shirt Black Size18 e Always default an Item as Matrix Item check this option if every new item created will be defined as a matrix item Copyright 2011 Supernova Consulting Ltd All rights reserved Page 5 of 20 SA USER MANUAL UPERNOVA Item Matrix Add on Setup the Item Matrix Attributes e Goto Administration gt Setup gt Stock Management gt Item Matrix e Click to open the Item Matrix Attributes Setup window e This is where the Key User or the Consultant will define the settings when an item will be generated Matrix Attribute Setup
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