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Step-by-Step Guide for Create Item

Table of Contents

Step 1 - Enter Item Information 

Click [Items] from Action Bar or Search "Items"

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.

Select from a list of Units of Measure

Fields

Details

No.

Tab out the field if use default number

Enter the item number in the field if use manual number.

Description

Item Description 

FSC Description

Text 50

Stock Code

Text 50

HS Code

Text 50

Weight GSM

Text 20

Thickness (Micron)

Text 20

Sheet Width

Text 20

Sheet Length

Text 20

Grain Direction

Text 20

Roll Width

Text 20

Roll Diameter

Text 20

Core Diameter

Text 20

Core Type

Text 20

Packing

Text 55

Finish

Text 100

Thickness (Caliper)

Text 20

Base Unit of Measure

Select from a list of Units of Measure

Free of Charge

Boolean

Item Category Code

Select appropriate Item Category from the list 

Dept CodeSelect from Dimension Value

Base Unit of Measure

Type

Default Inventory.

Inventory Value Zero

Select the option.

The option is need to select for the item it has no inventory value

E.g. Coupon 


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.

FieldsDetails
Item Tracking Code

For Lot Item, it needs to select the code to control the Lot Item Tracking.

*For Non-Lot Item, no code to be entered.

Lot Nos

To be select the No.Series for the Lot Number.

*User can choose to manual input but still need to choose the no.series. Please refer to Number Series.


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

Select GST Prod. Posting Group 

NOTE: Default GST Prod. Posting Group can be setup in related Gen. Prod. Posting Group

Fields

Details

Gen. Prod. Posting Group

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

GST Prod. Posting Group

Inventory Posting Group

Select posting group for define 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.

Sales Sales and the Unit of Measure for the default unit price
FieldsDetails
Unit PriceDefault Unit Price in local currency 
Purchase Unit of MeasureDefault Unit of Measure for
Step 2 - Enter Item Detail Information
2.1 - Item Unit of Measure - (Optional - enter item unit of measure if the item has multiple unit it uses in Sales or Purchase Document)

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.

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BC standard feature for Item Unit of Measure is use for assigning alternate units of measure to purchase or sales documents to specify how many units of the base unit of measure you handle at a time in those processes. For example, you may buy the item on pallets, sell the item on box, and only use single pieces in your inventory. 

NOTE: If the Qty per unit of Measure is fixed for the item. the setup is below:

The case example shows 1 Box = 12 PC

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2.3 - Item Reference - (Optional) 
  1. Select "Item References" from action bar
  2. Select the Reference Type in the new empty line
  3. Select the Reference Type No. according to the Reference Type (for example, if the Referent Type is Customer, select the Customer No.)
  4. Enter the Reference No. 
  5. Enter the Unit of Measure
  6. Enter the Description if the Customer/Vendor's Reference No. description is different with "Item Description".  Leave "blank" if same description with Item Description.

     (NOTE: If the Customer/Vendor's Reference No description is same as Item Description, system will default Item Description to the order line if the Reference No,. is entered into the order line)

      

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Example:

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Purchase Documents
Sales Unit of MeasureDefault Unit of Measure for Sales Documents


Step 2 - Enter Item Detail Information
2.3-
Dimensions 

Dimension for Item is used for Report & Analysis.

  1. Select "Dimensions" from action bar
  2. 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.

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