Item Maintenance / Item Inquiry Home | FAQs & Troubleshooting

 

Window Details			How Do I...
	Navigation			Create Alias Part Numbers to Print on Sales Orders and Purchase Orders
	Overview			Adjust Cost of Previous Receipts
	Fields

 

Related Topics
	Building the Inventory File		Copy From
	Memo Maintenance		Item Vendors Maintenance
	Item Text Maintenance		Internet Item
	Inventory Item Listing		Using Sales Kits
	Item Renumber		Inventory Transaction Search
	Quantities/Sales/Receipts Transaction History		Transaction Types
	Customer Sales History / Vendor Receipt History		Item Cost Detail
	Reorder Maintenance		Inventory Purchase Order Search
	Item Sales Promotion Maintenance		Inventory Sales Order Search
	Lot/Serial Transaction Inquiry		Inventory Work Order Search
	Alias Item Maintenance		Inventory Cost Detail Search
	Alternate Item Maintenance		Warranty Code Maintenance (On the Fly)
	Item Pricing Maintenance		Deleting Inactive or Discontinued Items
	Price Lookup		Inventory Valuation Report by Period
	Quantity Recap		Standard Cost Adjustments
	Information Displayed in the Item Maintenance History Grid		Standard Cost Adjustment Entry
	Negative Quantity Adjustments		Item Maintenance (On The Fly)
	Using Hot Keys in Item Maintenance		Using Sales Tax in Job Cost
	Sales Order Options		Lot/Serial Order Detail

 

Navigation

To access Item Maintenance, select Inventory Management Main menu > Item Maintenance.

To access Item Inquiry, select Inventory Management Main menu > Item Inquiry.

Note Item Inquiry fields can only be viewed.

Overview

Use Item Maintenance to create and maintain detailed information for each of your inventory items. Use Item Inquiry to view detailed information for your items.

This task provides several major functions that allow you to set up, maintain, and inquire about inventory items, including:

• Defining the product line, product type, procurement type, valuation method, and unit of measure.

• Defining additional data you will use when processing inventory and producing Inventory Management reports.

• Creating and maintaining the item option fields, such as commission method, buyer code, and planner code.

• Viewing all transactions for the item by warehouse code and date, including a total of all transactions.

• Viewing all cost tier information for LIFO, FIFO, lot, and serial items.

• Viewing item history for the selected item.

• If the Purchase Order, Sales Order, or Work Order module is integrated with Inventory Management, this task also displays all open purchase orders, sales orders, or work orders for the current item.

Warning You must retain at least two years of item history in Common Information Options to print accurate information on the Inventory Valuation Report by Period and to be able to use the drill-down features.

Item records can be deleted only if there are no outstanding transactions for that item. If there are outstanding transactions, you must use the Delete and Change Items utility.

Note For average cost items, if the quantity on hand is negative, the average cost will be an estimate because the actual cost is not yet known. If an item's quantity is expected to perpetually remain negative, use the FIFO, LIFO, or standard cost valuation method instead.

Note In Item Inquiry, vendor information and/or the drop-down menu is available only with the appropriate security setup.

Fields

 

 

Item Code	Description
1. Main
Product Line	Last Sold
Product Type	Standard Cost
Valuation	Average Cost
Procurement	Last Receipt
Weight	Standard
Volume	Purchases
Inventory Cycle	(Purchases) No. of
Price Code	Sales
Default Whse	(Sales) No. of
Primary Vendor	Item
Warranty Code	Allocated
Retail Price	Total
Standard Price	Quantities Grid
2. Additional
Note In Item Inquiry, this tab is available only with the appropriate security setup.
Confirm Cost Increase in Receipt of Goods	Purchases Tax Class
Print Receipt Labels	Routing No.
Explode Kit Items	Buyer Code
Next Lot/Serial Number	Planner Code
Commission Method	Commodity Code
Commission Rate	Image
Base Commission	Inactive Item
Allow Returns	Allow Back Orders
Restocking Charge Method	Allow Trade Discount
Restocking Charge Amount/Rate	Allocate Landed Cost
User-Defined Categories	Internet Enabled
Sales Tax Class	Last Physical Count
3. Quantity
Standard Unit of Measure	Totals Grid
Quantity Grid
4. History
Note In Item Inquiry, this tab is available only with the appropriate security setup.
Warehouse	Receipts
Quantities	Year
Sales	History Grid
5. Transactions
Note In Item Inquiry, this tab is available only with the appropriate security setup.
Warehouse	Totals Grid
Transactions Grid
6. Orders
Note In Item Inquiry, this tab is available only with the appropriate security setup.
Purchase Order	Received
Sales Order	Shipped
Work Order	Completed
Orders Grid	Back Ordered
Ordered
7. Cost Detail
Note In Item Inquiry, this tab is available only with the appropriate security setup.
Warehouse	Cost Detail Grid
Valuation