Creating an Item in Inventory

Creating an Item in Inventory

Navigation: Inventory à Items à Master Items

Master Item window opens. Type the Item and its Description.

In the Main tab, select the Unit of Measure (UOM) Primary as ‘Each’ and Item Status as ‘Active’.

In the Inventory tab, select Inventory Item.  It will automatically select Stockable and Transactable options.

If you want the item to be Reservable for Sales Orders, Select the Reservable option.

In the Bills of Material tab, select BOM Allowed if you want item to be included in BOM.

In the Purchasing tab, select the Purchase option which will automatically select the Purchasable option. (Do this only if the item is Buy item)

In the General Planning tab, select the Make or Buy option. If it is manufacturing item, select as Make and if it is Purchasable, select as Buy.

In the Work in Process tab, check Build in WIP.

In the Order Management tab, Selecting Customer Order will automatically selects the Customer Orders Enabled option.

Customer Orders:

Indicate whether to allow an item to be ordered by external customers. This attribute must be turned off if the BOM Item Type attribute is set to Planning.

Customer Orders Enabled:

Indicate whether an item is currently customer orderable. If you turn this attribute on you can specify the item in the Enter Orders window in Order Management.

Shippable:

Indicate whether to ship an item to a customer. Shippable items are released by Order Management's Pick Release program, creating confirmable shipping lines, and are printed on the pick slip. A warning is issued if you change the value of this attribute when open sales order lines exist.

For an item to be shippable, it must also be an Inventory Item and Stockable. Both of these attributes are listed on the Inventory Tab. This Shippable attribute must be turned off if the BOM Item Type attribute is set to Planning.

Internal Ordered:

Indicate whether to allow an item to be ordered on an internal requisition in Purchasing. These items then are transferred onto an Internal Sales Order in Order Management.

Internal Orders Enabled:

Indicate whether you can currently order an item internally.

OE Transactable:

Indicate whether demand can be placed for an item by Order Management (OM), and whether shipment transactions are interfaced to Inventory. Most items with Shippable turned on also have OM Transactable turned on. For items you do not ship, you may still want OM Transactable turned on if you use the items in forecasting or planning. If you also want to reserve the item, turn Reservable on. You cannot turn this attribute off if demand exits.

Pick Components

Indicate whether an item has a bill of material with options, classes, or included items picked from finished goods inventory. Pick-to-order items must have this attribute turned on.

Assemble-to-order items and items without a bill of material must have this attribute turned off.

Returnable:

Indicate whether to allow customers to return an item. If an item is returnable, you can enter it on the Returns window in Order Management. Order Management uses this attribute along with Stockable and Transactable to determine which authorized returned items you can physically receive into inventory.

In the Invoicing tab,

Invoiceable Item:

Indicate whether to include an item on an Receivables invoice. If you turn this option on, you can temporarily exclude from invoicing when Invoice Enabled is turned off.

Invoice Enabled:

Indicate whether to activate an item for invoicing in Receivables.

Accounting Rule:

Enter an accounting rule to identify special revenue recognition rules for an item, such as recognizing revenue over time.

Invoicing Rule:

Enter an invoicing rule to determine the period in which you send an invoice when you recognize revenue over time (using accounting rules).

In the Service tab, select the Service Request as enabled. This will enable you to enter the item in the Service Request.

Select Track in Install Base, which will enable you to track the item in Install Base.

Select Enable Service Billing for Debrief and Charges.

In the Web Option tab, select web status as Published and select Orderable on Web. This will enable the customer to place order for this item through iSupport, etc

Now, Go to Tools in the Menu and select as Organization Assignment, select the Check box assigned against the Org you wanted to assign. Save the record.