Creating corporate item groups

An item group identifies a specific group of items for a company.

If multiple companies share the same items, you must set up the items one time and then assign the same item group to all companies. You can only assign one item group to each company. Multiple companies can share an item group.

  1. Select Supply Management > Supply Management Setup > Groups and Companies > Item Groups.
  2. Click Create.
  3. Specify this information:
    Item Group
    Specify the item group.
    Description
    Provide a description.
    Commodity Code Structure
    Specify the commodity codes that are used to classify products and services. Commodity codes also help create reports that reflect spending patterns. Commodity code structures are used to show the number of segments and the size of a commodity code.
  4. On the Main tab, specify this information:
    Allow UOM Changes With Open Transactions
    Select this check box to allow the UOM to be changed when open transactions exist.
    Last Item
    Specify the last item number.
    Number of Decimals for Cost
    Select the number of digits that are used in the cost fields.
    Number of Decimals For Price
    Select the number of digits that are used in the price fields.
  5. Click Save.

    See elsewhere in this guide to set up these codes:

    • Unit of Measure
    • Sales Classes
    • Purchasing Classes
    • Manufacturers
    • Generic Names
    • Hazard Codes