Item cards hold the information that is required to buy, store, sell and account for items. 

(e.g. 工程項目, 外判工程項目, 客制產品及一般產品 etc).

1. Create New Item

Step 1 - Click [Items] in navigation bar.

Note: if the link not included in navigation bar, click Search button then enter Item into search box then select the link

Step 2 - Click [New] to create new Item

Step 3 – Enter Item information.

The Item cards are divided into below tables where fields that are similar are group together.  Fill up the information for create the new Item card.

General tab, the information about the item number, name and unit of measure.

Fields

Details

No.

User can enter a item number manually, or by number series.

Click […] button next to the No field to select number series

Description

Item Description will show in Business Central Standard Report and Documents

Description 2

Item Description 2 will not show in standard report or documents

Chinese Description

  • Enter Chinese Description for showing the description in Sales Quote/Sales Invoice printout
  • Chinese Description will not show in standard report or documents

Base Unit of Measure

Select from a list

TypeDefault Inventory (Please see Item - Type - How to distinguish Inventory Item, non-inventory item and service item for more detail)

Item Category Code

Select appropriate Item Category from the list 

Inventory Value Zero

Check the checkbox for no inventory value item (e.g. 工程項目, 外判工程項目)

Closing & Pricing which is the costing on the item and where the posting enters in the chart of accounts

Fields

Details

Gen. Prod. Posting Group

Select posting group for define where the posting enters in the chart of accounts

Inventory Posting Group

Select posting group for define where the posting enters in the chart of accounts

Step 4 - Enter Item Detail Information
4.1 - Item Unit of Measure - (Optional - enter item unit of measure if the item has multiple unit

Assign alternative unit of measure for the item if any. For example, if the item base unit is pcs. and it will order in a Box, in this case, if 1 box of the item with 100pcs, Item Unit of Measure is need to setup for the item.

Select under navigate bar, Related, item and units of measure.

The line show in bold text is base unit and it will be generated by system automatically when user enter Base Unit of Measure in Item General tab.  Click [New] button to add the alternative unit of measure

The case example shows 1 Box = 12 PC

4.2 Item Vendor Catalog (Optional except purchasing item it need create PO from Requisition Worksheet)

Select under navigate bar, Related, Purchase and Vendors.

 

Select Vendor from drop down list and enter vendor item no if any.


 

Note: enter Vendor No, Vendor Item No. in Item Replenishment tab if single vendor for the item.

4.3 Item Cross Reference (Optional)

Cross References can be used to store Cust/Vendor’s item number or item barcode. 

Select under navigate bar, Related, Item and Cross Reference.

Select Cross Reference Type

  • Vendor – Cross Reference No for specific vendor, select vendor no. in Cross Reference Type No.
  • Customer – Cross Reference No for specific customer, select customer no. in Cross Reference Type No.
  • Bar Code – Cross Reference No. for item bar code, enter barcode number in Cross Reference No.
4.4 - Add image file for the item (Optional)

Select Fact Box, then select Import in Picture drop down.

4.5 - Extended Text (Optional) - add extended text if the item have specific attribute for sales quote)
  1. Select under navigate bar, Related, Item and Extended Texts.

2. Click New to add new Extended Text

3. (1) Enter Description of the extended text (i.e. use the item no. as the extended text description)

    (2) Enter Extended Text Lines 

4. Configure where will use the extended text (Optional), in Sales and Purchase Tab, system default all related document will use the extended text, unselect the option if needs.

Reference - after Extended Text setup in item card, the text to be add to line when user select the item in related document.

4.6 - Additional Information for the item (Optional)

User can add Comments, Attachments to the item by select action button in navigation bar.