More InformationInventory > Maintenance > Item
Use this page to view current items setup in the system and to associate a Commodity code with the item.
Indicates if item is active.
Item ID.
Item description.
Identifies the commodity that this items is classified under.
The Item Maintenance page is where inventory items are set up and maintained within WorkPlace or viewed when synchronized through a supported ERP. The Inventory Item information available is separated into the following four tabs:
More InformationThis field is only available when Intercompany is registered. When left blank the Item is available for all companies, if a company is specified it belongs exclusively to that company.
Type in up to 200 characters to indicate the Item number.
Check the box to make the Item active. Active Items will be available for selection on transaction pages.
Type in up to 510 characters to further describe the Item number.
Optionally enter or select a valid Posting Code for Inventory Management transactions.
Check the box to indicate this is a miscellaneous Item and no cost details will be tracked or default within WorkPlace. This setting cannot be checked if Qty Tracked, Lot or Serial are also checked.
Check the box to indicate this Item will be quantity tracked within the Inventory Management subledger.
Check the box for Items that are Lot tracked. When checked, increase and decreases to the Item's quantity will require entry of Lot information throughout the Inventory Management Solution.
Check the box for Items that require Serial Number tracking. When checked, increase and decreases to the Item's quantity will require entry of Serial Number information throughout the Inventory Management Solution.
Select the Valuation Method for the how the Item will be costed within the Inventory Management Solution.
Type in or select a valid Item Group from the zoom window. Item Groups are setup in Item Group in Maintenance under the Inventory heading. This field is optional unless the 'Require Item Group' Inventory System Setting is enabled under the Item Maintenance section.
Type in or select a valid Location from the zoom window. Locations are setup in Location in Maintenance under the Inventory heading. The location selected on this tab will be the default location for the Item.
Type in or select a valid UOM Conversion Group from the zoom window. UOM Conversion Groups are setup in UOM Conversion Group in Maintenance under the Inventory heading.
This read-only field displays the base unit of measure for the Inventory Item as defined by the UOM Conversion Group selected above. The UOM selected for UOM Base will be the default UOM for the item for Inventory Management transactions.
Type in or select a valid UOM from the zoom window. Valid UOM's are based on the selected UOM Conversion Group. A UOM Conversion Group must be selected before selecting a UOM Purchasing. The UOM selected for UOM Purchasing will be the default UOM for the item throughout the Requisition/Check Request and Purchase Order Workflows.
The current cost of the inventory item based on the UOM Base. If the item is Qty Tracked and has a valuation method of Average, this field will be read-only. The current cost will be updated by any increase to the item quantity within the Inventory Management solution unless the 'Update Item Stock Current Cost upon PO Release instead of Invoice' System Setting is enabled to update at the point of Purchase Order generation.
Type in or select a commodity code for the item.
Enter the quantity precision for the inventory item to indicate the number of decimal places required for tracking the item quantities. The quantity precision must be set to zero (0) for quantity tracked items.
Enter the unit price precision for the inventory item to indicate the number of decimal places required for tracking the item cost. The unit price precision can be set for multiple currencies by clicking the hyperlink label.
Type in or select a default Tax Schedule for the Item. This Tax Schedule will default when the Item is selected on a line within Requisition/Check Request or Purchase Order Entry.
Select "Not Planned" or "Use PO Generator" to set the order policy.
Enter the quantity at which to reorder.
Select "Order to Independent Sites" or "Order to Master Site" for automatic generation of Purchase Requisitions. Select "Transfer Stock from Master Location" for automatic generation of Transfer Request through the Requisition Workflow.
Order-Up-To Level
Enter the quantity to order.
Type in or select the Master Location to use when ordering or replenishing locations through Transfer Requests.
Select from the list the item cost to use when ordering.
Select from the list the vendor to use when ordering.
Enter a cost when choosing "Specified Cost" type from Cost Selection.
Select from the list a replenishment level to use when ordering.
Check the box to select, then press SAVE to remove the desired line.
Check the checkbox to make the location active for the Item selected.
Check the box to indicate this Item will be quantity tracked at this Location within the Inventory Management subledger. This option is only available if the Item has been selected for Qty tracking and will default to checked. If the item is not quantity tracked, this field will be read only and set to unchecked. The ability to enable quantity tracking at the location level provides organizations the flexibility to define stock and non-stock sites for their inventory items.
This field is only available when Intercompany is registered and will be default read only if an Inter-Company has been assigned to the Item. Items with a blank Inter-Company value on the General tab can be stocked at location across multiple companies by selecting a valid Company that owns the inventory at the location.
Type in or select a valid location from the zoom window. Locations are created in Location in Maintenance under the Inventory heading.
Type in the Bin where the Item is stored at this location. This field can represent any portion of the physical location such as shelf, section, etc.
The current cost of the inventory item based on the UOM Base for the specified Location. If the item is Qty Tracked and has a valuation method of Average, this field will be read-only. The current cost will be updated by any increase to the item quantity within the Inventory Management solution unless the 'Update Item Stock Current Cost upon PO Release instead of Invoice' System Setting is enabled to update at the point of Purchase Order generation.
Select "Not Planned" or "Use PO Generator" to set the order policy.
Select from the list a replenishment level to use when ordering.
Select "Order to Independent Sites" or "Order to Master Site" for automatic generation of Purchase Requisitions. Select "Transfer Stock from Master Location" for automatic generation of Transfer Request through the Requisition Workflow.
Enter the quantity at which to reorder.
Type in or select the Master Location to use when ordering or replenishing locations through Transfer Requests.
Enter the quantity to order.
Select from the list the vendor to use when ordering.
Select from the list the item cost to use when ordering.
Select the Primary Vendor for this item, to be used when Vendor Selection is set to "Primary Vendor."
Enter a cost when choosing "Specified Cost" type from Cost Selection.
Allows the user to navigate to the first, previous, next and last location assigned to the Item.
Displays the total quantity On Hand for the inventory item.
Displays the total Allocated quantity for the inventory item. Item quantities are automatically allocated upon save of a Release or Transfer Request or Requisition.
Displays the total quantity In Transit for the inventory item. Item quantities are automatically placed In Transit when Transfer/Release Ship sessions are processed.
The quantity available for an inventory item is calculated based on the total On Hand quantities that have not been allocated or are In Transit (Available = On Hand - Allocated - In Transit).
Displays the total quantity currently within the Requisition/Check Request Workflow for the inventory item. Item quantities are automatically updated when Requisition/Check Requests are saved with a Fulfilment Type other than Transfer or Release.
Displays the total quantity currently on Purchase Orders that have not yet been released for the inventory item. Item quantities are automatically updated when Purchase Orders are created with a status of New or Change Order.
Displays the total quantity currently released on Purchase Orders for the inventory item. Item quantities are automatically updated when Purchase Orders are released to Vendors.
Displays the total quantity in Release and Transfer requests that have been back ordered. This feature is available when the 'Enable Backorder for Transfer/Release Request' System Setting has been enabled.
This tab displays the posting accounts for the Item by assigned Location based on the Posting Codes setup within the Inventory Management Solution.
Select from all locations assigned to the Item to display the associated Inventory accounts.
Check the box to manually enter the GL Account. When checked, the GL Account entered will be saved for that item and location and will not be overridden when updates are made throughout the Posting Code Hierarchy.
Displays the description of the posting type for the GL Account.
By default, this field will be read-only and display the resulting GL Account for each posting type based on the setups made through the Posting Code Hierarchy for Inventory. If the Manual Checkbox is marked, the user will be able to manually enter an account or select one through the GL Account zoom. The accounts displayed in this section will be used during transaction entry based on the Item and Location.
Check the box to select, then press SAVE to remove the desired line.
Check the checkbox to make the Vendor Item active for the Item selected.
Type in up to 120 characters to indicate the Item number.
Type in up to 510 characters to further describe the Item number.
This field is available when Intercompany is registered to enter or select the company where Vendor exists. The Company will determine the Vendors that are valid and available for selection.
Type in or select a valid Vendor from the zoom window. Vendors are created in Vendor in Maintenance under the Account Payable heading.
Displays the Currency of the last invoice for the Item processed to the specified Vendor.
Displays the cost of the last invoice processed to the Vendor based on the stocking UOM for the Item. This price will default throughout the Requisition/Check Request and Purchase Order Workflow when the Vendor and Item are selected on session lines using the last currency.
Enter the amount to be used for the Economic Oder Quantity.
Enter in days, the Planning Lead Time.
Line ActionsCheck the box to select, then press SAVE to remove the desired line.
Check the checkbox to make the Manufacturer's Item active for the Item selected.
Type in up to 120 characters to indicate the Item number.
Type in up to 120 characters to further describe the Item number.
Type in up to 60 characters to describe the Manufacturer.
Check the box to select, then press SAVE to remove the line.
Enter or select a Tax ID for the selected Item.
Enter or select an available Item Tax Class based on the selected Tax ID. This Tax Class will default for this Item when the Tax ID is included in the Tax Details for a transaction.
Line Actions
