Creating item master items from special items

Use this procedure to create item master items from special items on vendor agreements and then update contracts and vendor agreements with the item master information.

Note:

The contract activation process is not able to create item master items at the same time the vendor agreement lines are created. Special-type items can now be placed on the vendor agreement lines for vendor agreements coming from Contract Management. Due to direct creation and updating of vendor agreements from Contract Management, item master item records are not created during contract activation. A program is provided to create item master items in a more orderly and managed manner.

Note:

Depending on your security setup, only administrators may have access to this feature.

To create item master items from special items

Access Utilities > Create Item For Special Items On Contracts.
Optional. In the Contract Line Special Items On Agreements region (bottom pane) you can review the contract lines for active contracts which are special items on agreements.

The list is sorted by manufacturer information.
In the Contract Line Special Items On Agreements region, select a special item contract line.
Select the Select Special Item For Item Creation action.

This populates the Contract Line Special Items For Item Creation region.
Optional. Add additional available contract lines to the list.
Optional. Edit the Item Description, Item Description 2, or UOM fields.

The system verifies that all lines in the list have matching units of measure and descriptions. If they do not, some lines will have to be removed from the list or you will have to edit the UOM or Description fields.
Select the Create Lawson Item For Special Items action.
On the Create Lawson Item For Special Items window, select a Contract Group.
Conditional. In the New Item field, type an item.

You must type an item if the item creation method is manual for the item group. Item is not allowed if the item creation method is sequential or assign.
Select OK.

The system searches for existing item master records based on Vendor Item, GTIN (if entered), or New Item (if entered for manual). If no item master record is found, the system creates the item master record. The system also: creates a new Vendor Item, GTIN, and other records such as UPC, UPN, and so on; updates the vendor agreement line item, description, description2, and UOM fields with new information, if different; and changes the agreement line type from special to item master. The system stores a record of the old special item that has been converted to an item master item. You can view these old special items from a button on Item Master (IC11.1).
Select the Update Contract Line Item action.
Select a Contract Group.
Select OK.

The system updates all contract lines associated with the special item. It updates the item number with the item number that was found or created, and updates descriptions and UOM with the value from the item master record, if different.