Add items to a phantom item

The composition of the phantom item can be configured here.

Underlying items of a phantom item can be imported via interface with the ERP system. For this reason, it is also possible to configure phantom items without underlying items.
  1. Choose Item Management > Phantom Items in the Navigation Pane. Search for and select the phantom item.
  2. Choose the vertical tab General > sub tab Items.
  3. Click Edit Items .
    The dialog box Edit Items Wizard appears.
  4. Add one or several items in the option group Items. Click Add Item , select one or several items in the dialog box Add Item Wizard and click Finish.

    A selection of items that are clustered under the same phantom output, have to meet the following criteria:

    • Phantom items of the type SETS must have the same Uom (m, ea, kg, l...)

      Phantom items of the type VARIANTS may have different Uoms. If the Uom of the item is different from the Uom of the phantom item, a conversion must be set (see Add a Uom to an item).

    • they must have the same value for Lot Control

      (only applicable if working with the module Product Tracking & Genealogy)

    • Serial number controlled items are not allowed

      (only applicable if working with the module Product Tracking & Genealogy)

    • A mix of quality controlled and non-quality controlled items is not allowed

      (only applicable if working with the module Inspection Management)

    To remove items from the list, select the items and click Remove Item .

    To copy and paste items in the list, select the items and click Copy .

    One and the same item can be added to the list several times, and acquire different inventory attributes (see step 7).

    Repeat this step to add more items.

  5. Select an item and complete the following fields in the option group Settings:
    FieldExplanation
    Units

    (only for set based phantom items)

    The number of units of the selected item per produced set.
    Factor

    If there is no proportional distribution over the units, the field Factor can be manually entered.

    The sum of the factors must be 100% at all times.
    The action Recalculate Factors will overwrite manually adapted factors.

    • For sets: Represents the percentage share in production for the selected item when producing 1 set. This factor is used by the system if working with backflush, and when rejecting. If this is not the case, this factor is only indicative.

      If the number of units per phantom item is modified for one or several items in the list, the percentages of the items can be recalculated via the action Recalculate Factors .

      At recalculation, the units are always assumed to be proportionally distributed (for example: 3 units of item A and 1 unit of item B within 1 phantom item is translated to a distribution of 75% for A and 25% for B).

    • For variants: Is only used for a rough estimate of the targets.

      Via the action Recalculate Factors , the percentages of the different items are evenly distributed again.
    Perform this step for other items in the list.
  6. If inventory attributes were configured in System Management, they can be set in the option group Inventory Attributes. See Add inventory attributes. Select the item in the list, and set the inventory attributes. (module Warehouse Management Engine required)
    One and the same item can occur several times in the list if the inventory attributes differ.
    For each of the inventory attributes applies that if a specific value is entered with at least 1 item, the value <Not specified> is not allowed for the equivalent inventory attribute of the other items.
  7. Click Finish.