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noel-puckett

Compiere Training - PowerPoint PPT Presentation

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Compiere Training
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  1. Compiere Training Product Product

  2. Agenda • The Product Philosophy • Product – Asset – Attributes • Product Setup • Warehouse – Locator • UOM – Product Category – Tax Category • BOM – Substitute • Replenish – Purchasing • Attributes Product

  3. What is a Product • Something • you Sell and/or Purchase (optionally store) • and has a Price • Examples • Items (Physical Goods) • Service • Resource • Expense Type Product

  4. What is an Asset • Not restricted to ‘Balance Sheet’ Asset • Something • you get (purchase, self produced) • you own or not • use yourself or let others use • you track & maintain • you sell • The individual entity of a Product Product

  5. Product Attributes (Catalog) • Attributes describe a Product • The “User” View • Item: “T-Shirt – Style A – Green – Large” • What you store and move and have available • Product: T-Shirt • Attributes: Style=A, Color=Green, Size=Large • Alternative for ‘Key’ Search Product

  6. Product Attributes Search only Search & Transact Product

  7. Product Attributes • “Product” Attribute • Same for the specific Product • Set of Attributes & Values • “Instance” Attribute • Different for the specific Product Instance(s) • Set of Attributes & Values • Predefined • Lot (Batch) • Serial No • Guarantee (Expiry) Date Product

  8. Individual Product Attributes • Predefined Individual Attributes • Lot/Batch, Serial No, Guarantee Date • Create Instance Attributes (Serial No,…) • Receiving • Production – Physical Inventory • Shipment • Optionally specify/reference Instances • Inventory Move – Physical Inventory – Production • Order – Invoice – Shipment Product

  9. Product Info Search Product Attribute Search Product Instance Selection Product

  10. Product Attribute Info Search All available Product Attributes All available Instance Attributes Product Attribute Search Product

  11. Product Instance Selection All available Instances Product Instance Selection No specific Instance ‘---’ Product

  12. Product Instance Product Instance Creation Product

  13. Product Setup Product

  14. Warehouse & Locator • Warehouse • Accounting performed at Warehouse level • Locator (not Location!) • Aisle (X) – Bin (Y) – Level (Z) • Relative Priority • Higher Number = first used for Shipment/Receipt Product

  15. Product Setup • Unit of Measure (additional) • Implicit (hard coded) Conversion • Explicit Conversion • Product Category • Common Accounting • For Price List generation • For Reporting Purposes • Tax Category • Commodity Code Product

  16. Product Type • Item • Physical Good • Service • Unlimited Resource • Indirect Types • Resource • Expense Type Product

  17. Substitute, Related & Alias • Substitute • For Reference only – Not used in Queries • Related • Alternative – Supplemental – Promotion • For Reference only – Planned for Web Store* • Alias • Vendor Product No (PO) • Business Partner specific Product No Product

  18. Bill of Material BOM Item Service Item BOM 2 • Unlimited Nesting • But NOT recursive • May contain • Item (stocked – not stocked) • Services Must be on (some) Price List Product

  19. Bill of Material • Setup • Define BOMs from “lowest level” up • Must be verified before use and after change • Stocked BOM • Assemble in “Production” • Non-Stocked BOM - “Basket” • When selected/shipped, inventory of stocked items are adjusted • Optionally print detail lines in Invoice Product

  20. Bill of Material • Explode BOM • Order (Shipment), Invoice – (prepare) • Automatically, if not Stocked – “Basket” • Replace BOM Product with final Products • BOM Drop – “Configurator” • “Controlled Explode” • Order, Invoice, Project • Select Option and Alternatives Product

  21. Product - Replenish • Stocked Items • Replenishment Types • To Maximum • Have always 10 • When below Minimum • Order when we have less than 5 • Actual Quantity also dependent on • Minimum Order Qty, Order Pack Qty Product

  22. Product Purchasing • Record Per Vendor • Basis for • Price List generation and • Replenishment • If not purchased (e.g. Services) • Enter List Price = x and PO Price = 0 • Otherwise add manually to Price Lists Product

  23. Product Attribute Product Attribute (Size) Attribute Values (S-M-L) Attribute Set (T-Shirt) Product (T-Shirt) (Green-Large) Attribute Set Instance (Green-Large) Product

  24. Product Instance Attribute Set (Has Serial No) Product (Computers) Inventory Receipt, Production, PhysicalInventory Invoice,Shipment Attribute Set Instance (#1235) Attribute Set Instance (#1236) Product

  25. Product Attribute Setup (1) • Define Attribute (Optional) • E.g.: T-Shirt Size • Instance or Product Attribute • Attribute Value List (e.g.: S-M-L) or Value (40 Char) • Define Attribute Set • Example: T-Shirt • Optional: Enable Lot, Serial No, Guarantee Date • Optional: List of Attributes • E.g. T-Shirt Size, T-Shirt Color Product

  26. Product Attribute Setup (2) • Product • Define Attribute Set • E.g.: T-Shirt • Define Product Attribute Set Instance • Product Level Attributes • E.g.: Large-Green Product

  27. Serial No • Steps • Serial No Control for automatic numbering • “New Record” • Enable Serial No in Attribute Set • Optionally specify Serial No Control • Assign Attribute Set to Product • Serial No (#) is 20 Characters • Create Serial No • Receive – Production – Physical Inventory – Shipment Product

  28. Lot / Batch Number • Lot • Entity • Created manually or via “New Record” • Place for additional info • Lot No • Name/Description of the Lot • Does not have to have a Lot Entity • Product Instance • Lot No (Name) • Lot (optional) New Record Lot - Lot No - (Additional Info) Lot Control Product

  29. Lot / Batch Number • Steps • Lot Control for automatic numbering • “New Record” creates new Lot • Enable Lot in Attribute Set • Optionally specify Lot Control • Assign Attribute Set to Product • Optionally define Lots for a Product • Lot (Ľ) is 20 Characters • Enter – if no Lot Control and no Product Lots exist • Select – if Product Lots are defined • Assign/Create Lot No • Receive – Production – Physical Inventory – Shipment Product

  30. Guarantee Date • Product Level • Guarantee Days = Average Expected Life • Min Guarantee Days = Good for selling • Product Attribute Instance • Guarantee Date – calculated/entered • Business Partner • Min Remaining Shelf Life % • Info • Good for Days • Guarantee Date-Today – Min Guarantee Days • Remaining Shelf Life % • (Guarantee Date-Today) / Guarantee Days Product

  31. Guarantee Date Product

  32. Product Search* • Search Products via (common) Attributes • Select Values from List • Per Attribute Search (multiple Attributes) • Combined Individual Attribute • E.g.: In Product Search have just one “Size” • Attribute Values • Attribute T-Shirt Size: S-M-L • Attribute Polo Shirt Size: XXS-XS-S-M-L-XL-XXL • Attribute Search Values • Combined Values: XXS-XS-S-M-L-XL-XXL Product

  33. Hands-On • Create your own Products and Services Product