Item Master (ITM) - General

  1. Specify this information:
    Short Heading
    The short heading.
    Lookup Code
    The lookup code.
    Long Description
    The long description.
    Product Group
    The product group that the item belongs to. This must already have been set up using Product Group (PGS).
    Item Type
    Select the required type from the drop-down list. The options are:
    • Goods - these are physical items that are bought or sold, and are classified as inventory. If the Inventory module is installed, items of this type create inventory records, and can have batch references, expiry dates, and serial numbers associated with them. If the Inventory module is not installed, items of this type can still be used, but processing is the same as for other item types.

      Only goods items can be counted using the inventory count function.

      Goods items are always received using the receipt note stages. Only goods items can be picked and dispatched.

      Goods items can have standard costs, weighted average costs, and latest/actual costs associated with them.

    • Service - these are items that represent services provided, for example, consultancy or training.

      Items of this type cannot be used in movement orders.

    • Charge - these are items that represent other costs incurred when purchasing or selling items. For example, carriage, insurance, surcharges or discounts.

      If the Inventory Management and Landed Costs modules are implemented, charge items can be apportioned over goods items.

      Items of this type can be used in all transaction types including movement orders.

    • Non-Inventory - these are physical items that do not create inventory records, for example, instruction manuals or packaging. They can be incorporated as components in a Bill of Materials to include items as Sales Kits.

      Items of this type cannot be used in movement orders.

      Note: It is important to select the correct type when setting up item records. Transactions are processed differently, according to the item type.
    Bar Code Number
    The numeric representation of the item's bar code. This is for information only.
    Commodity Code
    This is a way of grouping items. This is for information only.
    European Article Number
    The European Article Number for the item. This is for information only.
    NATO Inventory Number
    The part number assigned by NATO for procurement purposes. This is for information only.
    Miscellaneous Description
    An additional description field which can be used on reports or inquiries.
    Data Access Group Code
    The data access group code.
  2. Save your changes.