Items
With the item card, you can control the information displayed in the item’s sales and purchase documents, such as description and price. You can also find product pricing, restocking, and posting options. For more information on creating and configuring new items, see Register New Items.
This page has the following fields related to the localization functionality:
| Field | Description |
|---|---|
| Imported Item | This field indicates whether the item has been imported. |
| Package Type | In this field, it is manually indicated which type of packaging is used for the item. Used in waybill printed form. |
| Package Unit of Measure | In this field, you must select the unit that is used to pack the item from the already configured units of measurement. Used in waybill printed form. |
| Extended Description | This field defines the extended item description, allowing users to specify a detailed name for an item or service with a large number of symbols that don't fit in the "Description" or "Description 2" fields. Printed document forms use the value from the "Extended Description" field when it contains data; otherwise, they generate the description based on the "Description" field. |
Ukraine Localization
To cover the Ukraine localization functionality, the following fields have been added to the page:
| Field | Description |
|---|---|
| Customs Category Code (UKTZED / DKPP) | In this field, the item is assigned a code according to the Ukrainian Classification of Goods of Foreign Economic Activity or the State Classifier of Products and Services. |
| Privileges Code | This field contains the tax benefit code used during VAT calculation. |
| Brand Code | This field contains the brand code of the item. |
Note
In the case of item tracking by lot and/or serial numbers, the Customs Category Code (UKTZED / DKPP) for the item may differ. To specify and store the Customs Categories code for a lot and/or serial, the Lot No. Information and Serial No. Information pages are used. These pages also contain the Imported Item indicator. If tracking is enabled for both lots and serial numbers, the Customs Categories code and the Imported Item indicator defined on the serial number will take priority. On the Lot No. Information page, the Country of Origin of the specific item lot is also specified. These fields are populated automatically from the posted purchase document when the Create SN Info on Posting and/or Create Lot No. Info on Posting toggles are enabled in the Item Tracking Code card. Otherwise, the fields are filled in manually by the user.
Item Unblocking Approval Workflow
A separate approval workflow has been implemented in the system for controlled unblocking of item cards. When the workflow is active, you cannot unblock a card with a single click — you must initiate this workflow and wait for approval from the responsible person.
Setting Up Item Card Unblocking Workflow
Before using the workflow, you need to:
- Configure workflow users;
- Configure users for approvals;
- Define how users will receive notifications for workflow steps.
The configuration is similar to other approval workflows.
- Open Workflows using Search.
- Choose the Create Workflow from Template action.
- Select the corresponding template — Item Unblocking Approval workflow.
- Select the users who should approve the item card.
- Enable the workflow by selecting the Enabled checkbox.
To unblock an item card, you must use the Send Approval Request action from the item card page.
To track the approval status of the card, use the Approval Flow FactBox in the FactBox pane on the item card page or the item list page. On the card page, the FactBox is displayed when the selected record has approval entries. On the list page, select a record to view a diagram of its latest approval workflow. While a workflow is active, it shows its current approval entries; after completion, it shows all entries from that workflow, including skipped ones.
After the item card has been approved, the Blocked field is automatically cleared.
Useful links
Register New Items Customs Categories Import VAT Invoice for Services Consignment Note Track Items by Serial, Lot, and Package Numbers How to Use Approval Workflows