Setting up the item master

Follow these steps to set up the item master that contains all the items that you store in inventory locations:
  1. Access Item Master (IC11.1).
  2. Select the item group.
  3. Specify the item number and item description.
  4. On the Main tab, specify this information:
    Stock Unit of Measure
    Select the stock unit of measure for the item.
    Date Added
    Specify the date the item is added in the item master. If you leave this field blank, then the current system date is specified.
    Manufacturer Information
    Select the manufacturer code of an item. Optionally, you can specify a code to indicate which division of the manufacturer is tied to an item. An identifier is then assigned to an item by the manufacturer.
    Qty of stock UOM
    To specify the quantity of stock unit of measure, specify a number.
    Generic Name
    To group similar items together in an item master, select the generic name defined in Generic Names (IC08.1).

    See Defining inventory codes.

    Replacement Item
    To replace an item that is out of stock, select a replacement item number.
    Replacement Dates
    Select the validity date of the replacement item.
    Note: If you select a replacement item number in the Replacement Item field and you leave the Replacement Dates field blank, then the value of the Replacement Item field is considered valid.
    Nbr of Decimals For Cost
    Select the number of decimals to use when adding the item cost:
    • 0
    • 1
    • 2
    • 3
    • 4
    • 5

    If you leave this field blank, then the default value of this field is the value of Default Decimals On Cost Fields field in Corporate Item Group (IC00.1).

    Nbr of Decimals For Price
    Select the number of decimals to use when adding the item price:
    • 0
    • 1
    • 2
    • 3
    • 4
    • 5

    If you leave this field blank, then the default value of this field is the value of Default Decimals On Price Fields field in Corporate Item Group (IC00.1).

    Nbr of Decimals For Quantity
    Select the number of decimals to use when adding the item quantity:
    • 0
    • 1
    • 2
    • 3
    • 4

    The default value of this field is 0.

    UDI Tracking
    Specify if UDI tracking is required for the item. If UDI tracking is required, then select one of these options:
    • If issuing the item, then select 1.
    • If receiving the item, then select 2.
    If UDI tracking is not required for the item, then select 0.
    MSDS Required
    If the item requires a Material Safety Data Sheet, then select Y. Otherwise, select N.
    Serial Tracking
    Select if the serial number tracking is required for the item. If the serial number is required, then select one of these options:
    • If receiving the item for all succeeding transactions, then select R.
    • If issuing the item, then select I.
    If the serial number tracking is not required for the item, then select N.
    Lot Tracking
    Select if the lot tracking is required for the item. The default lot tracking is N. If lot tracking is required, then select one of these options:
    • If receiving the item, then select R.
    • If issuing the item, then select I.
    Stock Weight
    If the item is tracked by bin and uses storage codes, then specify the stock weight of the item.
    Stock Cubic
    If the item is tracked by bin and uses storage codes, then specify the stock cubic dimensions of the item.
    Status
    Select the appropriate status of the item:
    • To stop the system from running new transactions for the item and to complete pre-existing transactions, select Inactive.
      Note: Before you select Inactive, select the Status field on Item Location (IC12.1) to Inactive to inactivate the items at all locations.
      See Setting up item locations.
    • To discontinue the status for all the stock item locations, select Discontinued.
      Note: If you select Discontinued, then you cannot add new item replenishment POs and IC receipts to these locations but the depletion of the remaining stock on hand and processing of open POs and IC receipts continues.
    Certification
    If the item requires certification, then select Y. Otherwise, select N.
    Usage Identifier
    Select the inventory type for the item based on its identified use:
    • For drugs, select D.
    • For implants, select L.
    • For instruments, select M.
    • For narcotics, select N.
    • For pharmacies, select P.
    • For reusables, select R.
    • For dressings, select S.
    • For identified as analytics, select U.
    Consignment
    If the item is not counted as part of the owned inventory, then select Y. Otherwise, select N.
    Commodity Code
    Specify or select a commodity code to assign to the item. The default commodity code is based on the requisition or purchase order lines.
    Note: You can analyze spending through commodity codes. You can use commodity codes to classify products and services and create reports that reflect spending patterns.
  5. To add Global Trade Item Numbers (GTINs) to an item, click GTINs.
    Note: If an asterisk is displayed to the right of this button, then a GTIN is assigned.
    To set up GTINs, see Setting up Global Trade Item Numbers.
  6. To add universal product codes and numbers, click these buttons:
    • To add a Universal Product Code (UPC) and assign it to an item number, click UPC Codes.
    • To add a first Universal Product Number (UPN1) and assign it to an item, click UPN1 Codes.
    • To add a second Universal Product Number (UPN2) and assign it to an item, click UPN2 Codes.
  7. To specify the Stock Keeping Unit (SKU) and assign it to an item, click SKU Codes.
  8. To create a relationship between the Lawson item and the National Drug Code (NDC) number, click NDC Codes.
  9. On the Classes tab, add the item classification information. Specify this information:
    Freight Class
    Select a freight class defined in Freight Class (IC39.1).
    Note: The freight class is used by the Order Entry application to group items for its Bill of Lading processing. See the Lawson Distribution Management User Guide.
    ICN Code
    Select an Intrastat Classification Nomenclature (ICN) code defined in ICN and Unit of Measure Codes (IN03.1).
    Note: You can use ICN codes to classify a set of goods. See the Intrastat User Guide.
    Sales Class
    Select a major and minor sales class defined in Sales Class (IC05.1). If you select a minor sales class, then you must select a major sales class.
    Note: If you use Order Entry, then you must assign a major sales class to each item for accounting purposes. You can use sales class as a selection criteria on inventory reports and in Item Search (IC30.1).
    Hazard Code
    Select a hazard code defined in Hazard Codes (IC09.1).
    Note: Hazard codes are used to identify potentially dangerous items in the inventory. You can print hazard codes and descriptions on the receiving document and intransit shipping report.
    Inventory Class
    Select a major and minor inventory class defined in Inventory Class (IC06.1). If you select a minor inventory class, then you must select a major inventory class.
    Note: You can use inventory classes as a selection criteria for replenishment, physical inventory, reports, and inquiries.
    Purchasing Class
    Select a major and minor purchasing class defined in Purchasing Class (IC07.1).
    Note: You can use purchasing classes to limit the purchasing power of a buyer and identify the items that the buyer can order in the Requisitions application.
    Purchase Taxable
    Select if the item is taxable when purchased:
    • For taxable items, select Y.
    • For non-taxable items, select N.
    If this field is left blank, then the purchase taxable defaults to next level.
    Note: If you specify a purchase tax code, then you must select Y.
    Purchase Tax Code
    If the item is taxable when purchased, then select a valid tax code defined in Tax Code Maintenance (TX02.1). See the Tax User Guide.
    Product Tax Category
    Specify the product tax category to group specific items and to tax item groups in one state. See the Tax User Guide.
    Segment
    If you use UNSPSC codes, then select a segment defined in UNSPSC Product Codes (IC16.1).
    Family
    If you use UNSPSC codes, then select a family defined in UNSPSC Product Codes (IC16.1).
    Note: If the Class and Commodity fields are set to 0, then set Family to 0.
    Class
    If you use UNSPSC codes, then select a class defined in UNSPSC Product Codes (IC16.1).
    Note: If the Commodity field is set to 0, then set Class to 0.
    Commodity
    If you use UNSPSC codes, then select a commodity defined in UNSPSC Product Codes (IC16.1).
    Note: You can select commodity to 0.
  10. On the UOM tab, add valid units of measure for the item:
    Secondary Unit of Measure
    Select a secondary unit of measure defined in Corporate Item Group (IC00.1).
    Note: You can use secondary units of measure for catch weight items.
    Catch Weight Code
    Select if the item is a catch weight item.
    Note: Ordering catch weight items is done in a different unit of measure than the unit of measure in which you sell them. Through catch weight items, you can identify these two units of measure:
    • Stock quantity
    • Secondary quantity
    See the different types of catch weight codes:
    • If both quantities are required to the item, then select A.
    • If you select both quantities to the issue, then select I.
    • If the item is not a catch weight item, then select N.
    • If you select both quantities to the receipt, then select R.
    Variance Percentage
    Specify a variance percentage for catch weight items. If you leave this field blank, then the variance percentage is zero.
    Note:  A warning message is displayed when the stock and secondary quantities on a catch weight transaction fall outside this variance percentage.
    UOM
    Select the alternative unit of measure for the item.
    Conv Factor
    Specify the conversion factor from the alternate unit of measure to the stock unit of measure.
    Note: You cannot change the UOM and Conv Factor fields until all open transactions are processed.
    Tracked
    Select if the quantities are tracked by the alternate unit of measure.
    Trans
    Select if the alternative unit of measure is valid for inventory transactions.
    Sell
    Select the alternative unit of measure for the sale quantity in the Order Entry application:
    • For default unit of measure, select 1.
    • For default unit of measure, select 2.
    • For inactive unit of measure, select 9.
    If this field is left blank, then the alternative unit of measure is invalid.
    Sell Price
    Select the alternative unit of measure for the sale price in the Order Entry application:
    • For default unit of measure, select 1.
    • For default unit of measure, select 2.
    • For inactive unit of measure, select 9.
    If this field is left blank, then the alternative unit of measure is invalid.
    Buy
    Select the alternative unit of measure for the buy quantity in the Purchase Order application:
    • For default unit of measure, select 1.
    • For default unit of measure, select 2.
    • For inactive unit of measure, select 9.
    If this field is left blank, then the alternative unit of measure is invalid.
  11. On the Packing tab, define the packing weights and cubic dimensions for each unit of measure. Specify this information:
    Packing Weight
    Specify the packing weight of the item in the alternative unit of measure.
    Packing Cubic
    Specify the cubic measurement of the packed alternative unit of measure.
    Broken Case Charge
    Select if there is a charge for broken case to satisfy an Order Entry customer order. The default broken case charge is N.
  12. On the Accounts tab, select the default issue account and sub-account for the item. Specify this information:
    Issue Account

    Select the default issue account for the item defined in Chart of Accounts (GL00.1).

    Issue Subaccount

    Select the default issue sub-account for the item that defined in Chart of Accounts (GL00.1).

  13. On the User Fields tab, specify the user-defined information for the item.
  14. On the Sales tab, specify the Order Entry setup values that you can assign to an item. Specify this information:
    Allow Returns
    Select to allow item returns in the Order Entry application.
    Note: If you add a new item and the Allow Returns field is left blank, then other programs automatically set the value of this field to Y. If the related item group of the Allow Returns field is set to audit changes, then any change to the value of field prompts the system to audit the field.
    Return Date
    If your billing company is set up to limit returns by a specific date, then specify the date when to stop generating return authorizations.
    Note: You cannot generate return authorization on or after the return date. If the related item group of the Return Date field is set to audit changes, then any change to the value of field prompts the system to audit the field.
  15. On the Misc tab, assign these additional values to an item:
    Latex Indicator
    Select if the item contains latex.
    HCPCS
    Select a Healthcare Common Procedure Coding System (HCPS) code.
    Has Expiration Date
    Select if this item has an expiration date on the label. The default expiration date is N.
    Patient Chargeable
    Select if the item is chargeable to the patient. To charge the item to the patient when issued in a healthcare environment, select Yes.
    PPE
    Select if the classification of the item is Personal Protective Equipment (PPE). The default PPE value is 0.
    CDM
    Specify the Charge Description Master (CDM) number that is used by the patient billing system to charge patients for their used items.
  16. Click the Add form action.
    If you have Infor Process Automation, then a notification service is available for these processes:
    • Adding items
    • Changing items
    • Deleting items
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