Sales Account: The Sales (Revenue) Account set on a Sales Order Line entered for a Product associated with this Product Group (unless overridden at the Product level). Defaults from SO Control unless overridden when adding record.
Shipping Clearing Account: The Shipping Clearing (holding) Account set on a Sales Order Line entered for a Product associated with this Product Group (unless overridden at the Product level). This only applies when Consolidated Shipping is not active. Defaults from SO Control unless overridden when adding record.
Cost of Sales Account: The Cost of Sales (COGS) Account set on a Sales Order Line entered for a Product associated with this Product Group (unless overridden at the Product level). Defaults from SO Control unless overridden when adding record.
Accounting Dimension Value: Accounting Dimension value for Product’s associated with the given Product Group
Amortization Candidate: When checked, identifies that Revenue and Cost of Sales revenue recognition can be amortized for Product's associated with this Product Group
Deferred Sales Account: This field holds the Deferred Sales Account which is used for the initial transaction entry with subsequent entries generated by the amortization processing incrementally transferring to the Sales Account.
Deferred COS Account: This field holds the Deferred Cost of Sales Account which is used for the initial transaction entry with subsequent entries generated by the amortization processing incrementally transferring to the Cost of Sales Account.
Amortization - Planned Total Months: This field holds the Planned Number of Months to be used by the amortization processing when incrementally transferring from Deferred Revenue to the Sales Account.
Amortization – Front Load First Period: This field indicates that the first period of the amortization process (which incrementally moves Deferred Revenue to the Sales Account) is to carry a disproportionally large amount (as defined on the Percentage or Amount fields).
Amortization – Front Load Percentage: This field carries the percentage of the total amount which is to be used in the first period of the amortization process which incrementally moves Deferred Revenue to the Sales Account.
Inventory Tab
Default Inventory Division and Locations are defined here, along with the corresponding Inventory Item associated with the given Product Group.
Fields
Default Inventory Division: Used to set the Inventory Division (aka Ship From Division, which is the Division the Product will be issued and shipped from) on Sales Order Lines for Products associated with this Product Group
Default Ship From Site: Used to set the Ship From Site (Site that Product will be issued and shipped from) on Sales Order Lines for Products associated with this Product Group. Must be a valid Site for the chosen Inventory Division.
Default Ship From Location ID: Used to set the Ship From Location ID (Location ID that Product will be issued and shipped from) on Sales Order Lines for Products associated with this Product Group. Must be a valid Location ID for chosen Site.
Default Ship From Location No: Used to set the Ship From Location Number (Location Number that Product will be issued and shipped from) on Sales Order Lines for Products associated with this Product Group. If Site uses predefined Location Numbers, must be a valid Location Number for chosen Location ID.
Prevent Alloc & Pick Before PO Receipt: Turn this function on for this Product if Allocation and Picking are to be prevented until the Purchase Order is Received.
Prevent Pick if Line is Not Allocated: If this function is turned on, the Product cannot be Picked until after it has been Allocated.
Work Order Type: Use this field to indicate the type of Work Order associated with this product: Regular, Rework, and Refurb are the choices.
Order Quantity Tab
Use to define Sales Order quantity governance.
Fields
Default Qty Ordered: When set, this value defaults the Order Qty on Sales Order Lines for Products associated with this Product Group, which can be overridden in SO Entry.
Enforce Minimum Qty Ordered: When checked, does not allow an Order Qty on a Sales Order Line to be less than the minimum quantity defined under ‘Minimum Qty Ordered’. Applies to Products associated with this Product Group (unless overridden on the Product). When set, ‘Minimum Qty Ordered’ field must be set.
Minimum Qty Ordered: Defines the minimum order quantity on a given Sales Order Line for Products associated with this Product Group (unless overridden on the Product). Field is enabled when ‘Enforce Minimum Qty Ordered’ is checked.
Enforce Ordering in Lot Size: When checked, forces Sales Order Line Qty Ordered to be in lot sizes (fixed quantities, such as box quantities) as defined in ‘Order Qty Lot Size’ field. When set, ‘Order Qty Lot Size’ field must be set.
Order Qty Lot Size: Defines applicable lot quantities (“multiples” required for Order Qty) when adding Sales Order Lines for Products associated with this Product Group (unless overridden on the Product). Field is enabled when ‘Ordering in Lot Size’ is checked.
Decimal Quantities: Determines the number of decimals that can be specified when entering Order Qty on Sales Order Lines for Products associated with this Product Type (unless overridden). Note that this value cannot exceed the associated Inventory Item’s decimal precision after UOM Conversion Factors are taken into account).
Order Processing Tab
Use to define certain Order Processing functionality.
Fields
Add Order Lines at Firmed Status: When checked, Sales Order Lines added for Products associated with this Product Group (unless overridden on the Product) will be added at a Firmed status rather than at a Planned status.
Allow Sales Acct Distribution: When checked, Account Distribution, the ability to distribute sales revenue across multiple Sales Accounts, is enabled on Sales Order Lines (Components button > Sales Order Line Account Distribution) and SO Invoice Lines (Distribution button) for Products associated with this Product Group (unless overridden on the Product).
Update CLSO Price with Actuals: When checked, when using Product Type = Configured and 'Labor-Only' Products, the Sales Order Line Unit Price will be calculated using "actual costs" marked up by values defined on SO Control > Price tab - for Products associated with this Product Group.
Create Price Details for Labor: When checked, price details for Labor are created for Labor applicable to a Configured Product Sales Order Line. These details can be viewed by going to the Components button on SO Line > Non-Inventory Components tab.
Create Price Details for Material: When checked, price details for Material are created for Material applicable to a Configured Product Sales Order Line. These details can be viewed by going to the Components button on SO Line > Non-Inventory Components tab.
Print Serial Numbers on the Packing Slip: When checked, individual serial numbers for serialized Products (including Products that are serialized at shipment) that have shipped will be printed on the Packing Slip generated for a given shipment.
Print Serial Numbers on the Invoice: When checked, individual serial numbers for serialized Products (including Products that are serialized at shipment) that have shipped will be printed on the SO Invoice generated for a given shipment.
Prevent Packaging of a Partial Line: When checked, partial shipments of a given Sales Order Line will not be allowed - shipment must be for the total Sales Order Line quantity.
Prevent Pack of Partial Shipment Sets: When checked, partial shipments of a given Shipment Set will not be allowed. When a Shipment Set is defined for a Product or Product Group, all Sales Order Lines on a given Sales Order for Products that share the given Shipment Set ID must be shipped complete.
Shipment Set ID: A user-defined alpha-numeric value (up to 20 characters in length) that can be used to tie various Products together that are intended to ship as a set on a given Sales Order.
Warranty Type: The Warranty Type associated with this Product Group. Values in dropdown are pre-defined Warranty Type records, created under Sales Order Setup > Warranty Types.
Override VAT Class: When set, Products associated with this Product Group will use this value rather than the Primary VAT Class defined on the associated Division Master.
Override Tax Location: This field allows for an override Tax Location which can be used to initialize Sales Order Lines that carry a Product in this Group. When specified on the Sales Order Line, it overrides the Tax Location associated with the Ship To Address for that line.
NOTE This field is visible only when the flag 'Allow Sales Order Line Tax Loc Overrides' on System Defaults is checked.
Contract on Sales Order Required: When checked, in order to add RS Products associated with this Product Group to a Sales Order Line, the given Sales Order must reference a Sales Contract.
Manually Create Serialize at Shipment: When checked, the serial details (SOSHIPSRL) will not be created as part of the PACK process for products with items that are set to Serialize at Shipment time (Assign Serial Number at SO Shipment is true for the item). Instead, they need to be uploaded by the user manually at a point prior to the SHIP transaction.
Lead Times & Misc. Tab
Use to establish lead times associated with Sales Order processing. Tax Exempt status is set here as well.
Fields
Tax Exempt: When checked, indicates that Sales Tax should not be applied to a Sales Order Line for a Product associated with this Product Group. If, however, the SO Customer is Tax Exempt, that takes precedence over this setting.
Lead Time, Product: The lead time associated with fulfilling orders for Products associated with this Product Group. This Product Lead Time plus the Issue and Packaging Lead Times are combined and used to establish the Sales Order Line ship dates.
Lead Time, Issue: The lead time associated with the issuing of Products to orders for Products associated with this Product Group. This Issue Lead Time plus the Product and Packaging Lead Times are combined and used to establish the Sales Order Line ship dates.
Lead Time, Packaging: The lead time associated with the packaging of Products for orders for Products associated with this Product Group. This Packaging Lead Time plus the Product and Issue Lead Times are combined and used to calculate the Sales Order Line ship dates.
Price From Components (Kit and Config): When checked, the Sales Order Line Unit Price is calculated by summing the price of Product Components rather than getting pricing from normal pricing methodology.
Organizational Department: Organizational Department associated with this Product Group
Avalara Product Tax Code: When using Avalara, Rootstock Products must have an associated Tax Code that is valid in Avalara. The field's dropdown is populated with picklist values of Avalara Tax Codes to choose from, to be used for Product's associated with this Product Group.
Contract Recurring Service Required: When checked, indicates that a Recurring Service Product is required if adding associated Products to a Sales Contract. These Recurring Services can be assigned at the Product level or when adding a Product for Purchase to a Contract.
Order Line Credit (Negative Price): When checked, Products using this Product Group can be used to enter a negative price for a Sales Order Line for said Product. This field is only active when Product Type = Miscellaneous.
NOTE If the user modifies the 'GL Type' on the Sub-Ledger Account after it has been set in the 'Cost of Sales Account' field within a Product Group, and then tries to update the Product Group, the system will show the error message 'Invalid Cost of Sales Account'. To resolve this issue, the user must either (1) change the account in the 'Cost of Sales Account' field or (2) change the 'GL Type' of the current Sub-Ledger Account associated with the 'Cost of Sales Account' to continue with the update.
Print Components Tab
Use to define the use of Product Components and where Product Component Details print.
Fields
Print Components on Acknowledgement: When checked, allows the printing of Product Components for Kit and Configured Products (only) associated with this Product Group on the SO Acknowledgement for a given Sales Order containing said Products.
Print Component Details on Packing Slip: When checked, allows the printing of Product Components for Kit and Configured Products (only) associated with this Product Group on the Packing Slip for a given shipment containing said Products.
Print Component Details on Invoice: When checked, allows the printing of Product Components for Kit and Configured Products (only) associated with this Product Group on the SO Invoice for a given shipment containing said Products.
Use Product Components vs Eng BOM: When checked, the source for WO Components for Configured Products is Product Components associated with a given Product tied to this Product Group. When unchecked, the source is the Engineering BOM of the Inventory Item associated with the given Product.
RMA Tab
Use to define RMA default Location information.
Fields
RMA Inventory Site: The default Inventory Site where RMA Receipts will be received in for Products associated with the given Product Group
RMA Inventory Location: The default Inventory Location ID where RMA Receipts will be received to for Products associated with the given Product Group, applicable when SO Control setting has RMA Receipts set to be made to Inventory.
RMA Inventory Location Number: The default Inventory Location Number where RMA Receipts will be received to for Products associated with the given Product Group, applicable when SO Control setting has RMA Receipts set to be made to Inventory.
RMA Inspection Order Template: Select from the configured Inspection Order Template, if desired.
RMA Inspection Location: The default Inspection Location ID where RMA Receipts will be received to for Products associated with the given Product Group, applicable when SO Control setting has RMA Receipts set to be made to Inspection. Also, the default if transferring from Inventory to Inspection after the receipt.
RMA Inspection Location Number: The default Inspection Location Number where RMA Receipts will be received to for Products associated with the given Product Group, applicable when SO Control setting has RMA Receipts set to be made to Inspection. Also, the default if transferring from Inventory to Inspection after the receipt.
RMA Scrap Location: The default Scrap Location ID where RMA Receipts dispositioned to “scrap” will be transferred to for Products associated with the given Product Group
RMA Scrap Location Number: The default Scrap Location Number where RMA Receipts dispositioned to “scrap” will be transferred to for Products associated with the given Product Group
Direct Purchasing Tab
Defines parameters for Direct Purchases (where firming of a Sales Order Line can generate a corresponding Purchase Order).
Fields
Auto Create Purchase Order Line: When checked, when Stock Products or Kitted Products within this Product Group are added to a Sales Order, upon firming of the Sales Order Line, a Purchase Order will be created for the Stock Product or Kit Components, using the Primary Vendor established for the given items.
Auto PO-Drop Ship to Customer Address: When checked along with Auto Create Purchase Order Line, when a Purchase Order is placed for the given item(s), the PO Ship To Address will be set to the Customer's Ship-To Address.
Auto PO-Use Item Vendor PO Header: When checked along with Auto Create Purchase Order Line, a Purchase Order Line (or lines) will be added to the Purchase Order specified on the Item Vendor record for the Primary Vendor for the given item(s).
Forms Templates Tab
Defines default form templates for the given group or Products.
Fields
From Template – Acknowledgement: SO Acknowledgement override form template for Products associated with this Product Group
Form Template – Invoice: SO Invoice override form template for Products associated with this Product Group
Form Template – Packing Slip: Packing Slip override form template for Products associated with this Product Group
Step 3 – Click on Save button to add or update the record.
SEE ALSO
Rootstock Product Master
Sales Order Control
Customer Master
Customer Class
Warranty Types
How to change the default field value from Commodity Code/Product Group at Product/Item Level?
