Brand
How to use Brand in Items & Categories: access, working steps, fields, related records and troubleshooting.
Purpose and access
Create items with their identifiers, units and applicable stock settings. Choose classification through the category hierarchy. Keep UNSPSC item groups and supplier categories consistent with the products and services being traded.
This page is a record page in Supply Chain → Items & Categories. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Brand Name.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Brand from Supply Chain → Items & Categories, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Brand Namebrand | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Descriptiondescription | Text Optional | Provide the required record description or content. Keep operational instructions clear and applicable. |
Brand Defaultsbrand_defaults | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Item Default |
Child tables
Brand Defaults — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Default Warehousedefault_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Default Price Listdefault_price_list | Link Optional | Default price list for buying or selling this item Linked record: Price List |
Default Discount Accountdefault_discount_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Default Inventory Accountdefault_inventory_account | Link Optional | Stock account where inventory value for this item will be tracked Linked record: Account |
Inventory Account Currencyinventory_account_currency | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Default Buying Cost Centerbuying_cost_center | Link Optional | Cost center used for tracking purchase expenses for this item Linked record: Cost Center |
Default Supplierdefault_supplier | Link Optional | This supplier will be auto-selected in new purchase transactions Linked record: Supplier |
Default Expense Accountexpense_account | Link Optional | Account where the cost of this item will be debited on purchase Linked record: Account |
Default Provisional Account (Service)default_provisional_account | Link Optional | Provisional liability account used for service items before invoice is received Linked record: Account |
Purchase Expense Accountpurchase_expense_account | Link Optional | Account to record additional purchase expenses like freight or customs for this item Linked record: Account |
Purchase Expense Contra Accountpurchase_expense_contra_account | Link Optional | Used to balance the books when recording extra purchase costs like freight or customs Linked record: Account |
Expenses Added To Stock Accountexpenses_added_to_stock_account | Link Optional | Account to track value added to stock via Stock Entry, Stock Reconciliation or Landed Cost Voucher Linked record: Account |
Expenses Added To Stock Contra Accountexpenses_added_to_stock_contra_account | Link Optional | Used to balance the books when recording expenses added to stock Linked record: Account |
Default Selling Cost Centerselling_cost_center | Link Optional | Cost center used for tracking sales revenue for this item Linked record: Cost Center |
Default Income Accountincome_account | Link Optional | Account where revenue from selling this item will be credited Linked record: Account |
Default COGS Accountdefault_cogs_account | Link Optional | Account where cost of goods sold will be posted when this item is sold Linked record: Account |
Deferred Expense Accountdeferred_expense_account | Link Optional | When you pay for something upfront (like annual insurance), the cost is held here and recognized gradually over time Linked record: Account |
Deferred Revenue Accountdeferred_revenue_account | Link Optional | Revenue received in advance (e.g. annual subscription) is held here and recognized gradually over time Linked record: Account |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.