Creating new items

Item Group

The item group is used to group items in the item master that are shared among companies.

Item

Specify an item number.

Description

Provide a description of the item. If the description exceeds the limit of 60 characters, specify more information in the Description 2 and Long Description fields.

Stock UOM

Select the stock unit of measure.

Reference 1

Specify a reference for reporting purposes. Optionally, specify Reference 2 if you must include both references in reports on this item.

Date Added

Select the date that the item was added to the item master file. If this field is blank, the default is the current system date.

Manufacturer

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

Manufacturer Number

Specify the manufacturer number.

Quantity of Stock UOM

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

Generic Name

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

Replacement Item

Select an alternative item to use if this item is not available. Set up the replacement item in the item master file, case carts, and Item and Order Billing.

Effective Date

Select the start date for which this item can be used as a replacement item.

Expiration Date

Select the last date in which 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.

MSDS Required

Select this check box if MSDS is required.

Certification Required

Select whether product qualification is required for this item. Some products must pass performance tests and quality assurance tests to ensure that they meet qualification criteria in contracts, regulations, or specifications.

Consignment

Select this check box if the item is consigned and should not be counted as owned inventory.

Stock Weight

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

Stock Cubic

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

Issue Account

Select the default issue account for the item that is defined in the chart of accounts.

Allow Customer Order Returns

Select whether this item can be returned in Item and Order Billing. When an item is added and this field is blank, other applications 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 a charge is made for dividing a case to satisfy a customer order.

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 the conversion 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.