As part of the installation of Eralis Job, changes are made to the standard SAP Business One Item Master screen. These changes relate specifically to User Defined Fields being added that are used in a different part of the system.
The first User Defined Field that is added is for the clearing account that is to be used when this item code is used on a timesheet transaction. There is a formatted search added to the field so the usual SHIFT+ F2 key combination will open a list of General Ledger codes that can be selected. This field is only relevant to non-inventory items and can be left blank for all inventory items. The value in this field is used in conjunction with staff and resource time entries.
The Default Non-chargeable field is used to set the Non-chargeable flag on a job transaction. If an item is marked to be default non-chargeable, the system will initially set the non-chargeable flag on the job line and apply a 100% discount to the line. This results in a line with a cost, but no value to be billed to the customer. The Non-chargeable field can be manually altered if needed.
Analysis codes are used to apply properties to transactions for analysis purposes. These analysis codes can be set as company-wide value, or can be set specific to a job. Each job transaction can have two analysis codes applied. The User Defined Fields for the default analysis codes are there to identify what the initial value of these codes should be when the transaction is first entered. These analysis codes must be company-wide codes and can be changed on the transactions at a later stage. Formatted searches have been added to the fields to provide easier selection options.
The last User Defined Field added is the Default Import Line Type that is used when importing transactions. This specifically relates to transactions being imported into quotes via Excel copy and paste function, bill of material components and quote imports from SAP Business One quotes. This option is used in conjunction with a setting inside the Eralis Job System Initialization screen to define how the system should handle the line types on an import transaction.