Items

Use this form to maintain a list of all items bought, manufactured, and/or sold. This form contains such values as description, unit of measure, and lead times for an item. Finished goods, sub-assemblies, raw materials, tooling, fixtures, and even outside services should have Item records.

When you create a new inventory item, a default warehouse and default item stockroom location are created.

Before deleting an item record, you must first delete all references to that item.

The item number is referenced throughout the system to identify the items being ordered, counted, planned, shipped, received, referenced, etc.

Use the Actions > List menu to see where this item is used in the system. The List menu gives you access to these options for the currently displayed item:

  • Customer Orders
  • Job Orders
  • Job Materials
  • Engineering Change Notices (ECNs)
  • Production Schedules
  • Production Schedule Materials
  • Project Resources
  • Routing BOM
  • Purchase Orders
  • Service Order Lines (used with the Service module)
  • Service Order Transactions (used with the Service Module)

Multi-site notes:

  • If you have a master site for an intranet, you can use the Multi-Site Items form to add and update item information for sites on that intranet.
  • To delete an item from a site in a multi-site environment, use the Items form.
  • In a multi-site environment, the same item number should not be used with a different item description in other sites on the intranet.

If you use the CloudSuite Industrial portals, additional item setup and maintenance information is provided in the portals administration guide.

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