Creating new items

Item Group

Select an item group.

Item

Specify an item number.

Description

Specify a description.

Stock UOM

Select the stock unit of measure.

Reference

Specify a reference for reporting purposes.

Date Added

Select the date that the item was added to the Item Master File. If you leave this field blank, it will default to the current system date.

Manufacturer

Select a user-defined code for the manufacturer of an item.

Manufacturer number

Specify the manufacturer number.

Quantity of Stock UOM

Specify a value for the number of eaches in the stock unit of measure.

Generic name

Select a generic name. Use generic names to group similar items together. Generic names are printed on selected inventory reports and you can use generic names to access items in Item Search.

Replacement Item

Select an alternative item number to use in place of this item. The replacement item number must be set up in the Item Master File. Case Carts and Item and Order Billing

Effective Date

Select the start date that this items can be used as a replacement item.

Expiration Date

Select the last date that this item can be used as a replacement item.

Serial Tracked

If serial tracking is required, then select whether it is required at receipt or issue.

Lot Tracked

If lot tracking is required, then select whether it is required at receipt or issue.

UDI/DSCSA Tracked

Select whether to track inventory details for UDI data.

MSDS Required

Select the check box if MSDS is required.

Certification Required

Select this check box if certification is required.

Consignment

Select this check box if the item should not be counted as part of the owned inventory.

Stock Weight

If the item is bin-tracked and uses storage codes, then specify the stock weight of the item.

Stock Cubic

If the item is bin-tracked and uses storage codes, then specify the stock cubic dimensions of the item.

Usage Identifier

Select the type of inventory.

Issue Account

Select the default issue account for the item that you defined previously using Chart of Accounts.

Allow Customer Order Returns

Specify whether this item is can be returned in Item and Order Billing. When adding a new item and the field is blank, other solutions interpret the value as Yes. If the associated item group is set to audit changes, then any change to the value of the field prompts an audit.

Return Date

If your billing company is set up to limit returns by a specific date, then specify the date by which return authorizations cannot be generated. You cannot generate return authorization on or after this day. If the associated item group is set to audit changes, then any change to the value of field prompts the system to audit the field.

Broken Case Charge

Select this check box if there is a charge for breaking up a case to satisfy a customer order.

Number of Decimals

The number of decimals defines the number of decimals used to display cost, price, and quantity.

Code

Catch weight items can be ordered in a different unit of measure than the unit of measure in which you sell them. Catch weight items are tracked in two quantities and two units of measure, stock and secondary. Select one of these options:

• Not Catch Weight: not a catch weight item
• All Transactions Require Both: specify both quantities at issue and receipt
• Issue Requires Both: specify both quantities at issue
• Receipt Requires Both: specify both quantities at receipt

Secondary UOM

This unit of measure is used for catch weight items and is defined on the item group.

Conversion Factor

Specify the conversion factor from the alternate unit of measure to the stock unit of measure. All open transactions must be processed before changing the UOM or Conv Factor.

Variance Percentage

Specify a variance percentage for catch weight items. A warning message is displayed if the stock and secondary quantities on a catch weight transaction fall outside this variance percentage. A variance percentage of zero defaults.