Product processings

The following processings are available from the Product table:

Change Product no.

This processing is used to change Product no. on all rows where the field New product no. is filled in.

Note:
You cannot use an existing product number as the new product number.

Starting the processing

  1. Enter the new product number in the New product no. field and save.
  2. Select the product rows you want to process.
  3. In the Processing menu, select Change Product no..

The existing product number will be replaced with the new number in all tables.

Create stock balance

This processing is used to manually create new records in the Stock balance table for newly created products. If the record is not created upon goods receipt, a new row will be created in the table automatically.

Rows will be created with the stock you have specified as normal stock for the product. Otherwise, the stock balance row for default stock will be created according to settings made in the Company information table.

An average cost price will be suggested, based on the Price- and discount matrix table:

  • The lowest cost price for the rows in the matrix where the Product price gr. 1 - Product price gr. 3, Warehouse no. and Unit fields either have the same value as in the product row, or are not filled in, and the present date falls within any chosen from and to dates.

If there is no cost price for the domestic currency in the matrix, the most favourable cost price is chosen from any foreign cost prices, after they have been converted into the domestic currency using the valid exchange rate in the Currency table.

Stock balances will not be created for products that have already been created for the relevant stock in the Stock balance table or are exempted from warehousing.

Starting the processing

  1. Select the product rows you want to process.
  2. In the Processing menu, select Create stock balance.

Processing method

The Processing method menu item in the Processing menu has a large number of options that you can use to control how Business NXT processes each product or underlying structure goods.

Starting the processing

  1. Select the product rows you want to process.
  2. In the Processing menu, select Processing method.
  3. Make settings in the dialog.
  4. Click OK to confirm settings and close the menu.
  5. Save.

See also: Processing method

Product catalogue

This processing is used to send product and company information to a customer via Visma AutoInvoice. The customer must have an AutoInvoice operator no. set.

Starting the processing

  1. Select the product rows you want to process.

  2. In the Processing menu, select Product catalogue.

  3. Make settings in the dialog.
    Option Description
    Select customer no Select which customer the product catalogue should be sent to.
    Select our contact Includes the contact information of the employee in the product catalogue
    Valid from date From which date the product data is valid. The default setting is today’s date. The value is mandatory.
    Valid to date To which date the product data is valid. The default setting is one year from today. The value is mandatory.
    Catalogue type

    Informs the receiver about how to handle the product data.

    Add: Adds the contents of the product catalogue to the existing list of products.

    Replace: Replaces the product data with the contents of the catalogue.

    Update: Updates existing products with data from the product catalogue.

    Delete: Deletes the products that are in the product catalogue.
    Send catalogue
    Checking the box creates the product catalogue in the Order document before the Send to AutoInvoice processing sends the document to Visma AutoInvoice. If the box is not checked, the product catalogue will be written to Order document, but not sent.
    Note:
    When sent, the product details (written to Order document line) are deleted to save space, leaving only data in the Order document table.

  4. Click OK.

The selected products are included in an XML message sent through Visma AutoInvoice to the selected customer. Valid picture files set on the products will also be included.