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Step 1 - Enter Item InformationClick [Items] from Action Bar or Search "Items" | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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1.2 Click [New] to create new Item | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
1.3 – Enter Item information. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
The Item cards are divided into below tables where fields similar are grouped together. Fill up the information to create a new Item card. General tab, the information about the item Number, Name and Unit of Measure.
Licenses & Special Shipping Charge The Item Card will show "No" if no Licenses & Special Shipping Charge is assigned. If showing "Yes", Will trigger the checking function in SQ/SO User can click into it and assign the code. After at least 1 code is assigned (can have more than 1), it will show "Yes" in the field .and will trigger the checking function in SQ/SO
Closing & Pricing which is the costing on the item and where the posting enters in the chart of accounts.
Prices & Sales record the default Unit Price for the item if any. Please note, the price if for local currency only.
Replenishment (optional)
Item Tracking which take control for the Item to have a lot number to be used to keep track of the expiration date. *Fields only to be filled for Lot Item.
Planning controls the Reordering Policy & Order Quantity.
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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 |
Fields | Details |
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Unit Price | Default Unit Price in local currency |
Purchase Unit of Measure | Default Unit of Measure for Purchase Documents |
Sales Unit of Measure | Default Unit of Measure for Sales Documents |
Step 2 - Enter Item Detail Information
Dimensions
Reordering Policy | Choosing "Order" for requisition worksheet function *Required field for "unblock" item if Type is "Inventory" |
Minimum Order Quantity (MOQ) | Facilitate the Minimum Order Quantity function in Requisition Worksheets. |
Order Multiple (OMQ) | Facilitate the Order Multiple function in Requisition Worksheets. |
Safety Stock Quantity | Facilitate the safety quantity function in Requisition Worksheets |
Dimension for Item is used for Report & Analysis.
- Select "Dimensions" from action bar
- Select option for Value Posting for the Dimension E.g. The Category for this item is LOW FAT MILK.
NOTE:
Code Mandatory - Select this option if the default dimension for this account or account type must have a dimension value when posting, but any dimension value is acceptable.
Same Code - Select this option if the default dimension for this account or account type must always have the same dimension value code as that selected in the Dimension Value Code field when posting. |