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These screens carry no tile on the module page. They are reached from the record they belong to, from a saved view, or by their address — and they behave like any other list once open.
12 steps · 10 questions · 27 screens on this shelf
The screens on this shelf
Records
Item · Organizations
Which plants and business units an item is defined in. An item not assigned to an organization cannot be transacted there — that is the control.
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Records
Item · Sales
What may be ordered, at what price, promised how, and invoiced when.
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Item · Purchasing
Who it is bought from, on what terms, with what tolerance, and how the invoice is matched.
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Item · Planning
How supply is decided and how demand is read — both sides in one row, because the planning run reads them together.
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Item · Work Definition
How it is built: the bill of material and routing it is built against, the lot sizes, the yield and how components are consumed.
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Item · Engineering Revisions
What changed, when it took effect, what authorized it, and what happens to the stock that already exists. Geometry links to the model viewer.
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Item · Stocking Policy
Where an item may be stocked and how it is restocked there — which is a different question from how the item is planned.
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Item · Warehouse
Dimensions, packing, putaway and picking — what the physical handling of the thing needs to know, as distinct from what planning needs.
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Item · Quality
When it is inspected, against what, and what happens when it fails. The flags here are what turn a receipt into quarantine.
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Item · Costing
The cost method, the elements that make up the standard, and where it posts. The elements must add up to the standard — the platform refuses a row where they do not.
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Item · Lot & Serial Control
The POLICY. Whether lots and serials are demanded, how they are formed, and what may not move without them — which is what turns traceability from an intention into a control.
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Supplier Sites
The address you order from is almost never the one you pay. Each site carries its purposes as independent flags.
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Supplier · Buying Context
What each business unit is allowed to do with this supplier, and until when the approval lasts.
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Supplier · Financial
Payment method, matching tolerance, withholding and the hold flag — at supplier level, or overridden per site.
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Supplier · Bank Details
Where the money goes. Changing any identifier resets the verification — an emailed "we have changed our bank" is the commonest fraud there is.
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Supplier · Certifications
What the supplier holds that lets us use them, its scope, and what happens when it lapses. The status follows the dates rather than being typed.
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Supplier · Diversity
Classification and the evidence behind it. Self-declared and third-party certified are different evidence, and spend reporting that conflates them will not survive an audit.
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Supplier · Exclusions
Reasons a supplier may not be used, and exactly what each one blocks. Distinct from diversity on purpose: one is a preference, this is a control.
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Slotting Recommendations
Where each item ought to move to, and why. Accepting one raises the move; rejecting one records that somebody looked.
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Load Stops
Where the vehicle stops, in order. The sequence decides the loading order, because the first delivery has to be at the back of the trailer.
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On the Deck
One thing on the vehicle, and where it sits. The coordinates are what make the axle calculation and the picture the same fact.
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Rate Bands
One band of a tariff: between 500 and 1,000 kg, class 70, zone 4, this much per kg with a minimum.
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Records
Freight Order Lines
What is on the freight order as the carrier is told it: twelve pallets, 4,800 kg, class 70. Not the contents of each.
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Quote Options
What each carrier said, and the arithmetic behind it. Kept so a disputed rate can be replayed.
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Customs Lines
The tariff lines of a declaration: what it is, what it is classified under, where it came from, and what is owed on it.
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Freight Invoice Lines
Line by line against what was agreed, naming which of the seven ways a freight bill goes wrong this one is.
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Schedule Entries
One bar on the Gantt. What makes it a schedule rather than a calendar is the dependency: operation 20 cannot start before operation 10 has finished.
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