Items

Use this form to maintain a list of all items bought, serviced, and 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 outside services should have Item records.

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.

Note: 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:
  • Sales Orders
  • Purchase Orders
  • Service Orders
  • Units
  • SRO Material Transactions

If you are integrated with Distribution SX.e, then the Item References tab is displayed on the Items form. The tab shows any references that are associated with the current item.