Items Master Form
Use the Items Master form to set up purchasing and inventory items for use in the Purchasing and Inventory applications.
Basic Steps
The setup steps for items vary, depending on the type:
- To set up purchasing items, you enter information on the General and Vendors tabs of the Items Master form. You add the purchasing items that you establish in Item Master Configuration as line items on purchase orders that you enter in the Purchasing application. You also use purchasing items from Item Master Configuration to create equipment records directly in the Equipment Info Center (without creating a purchase order for them).
- To set up inventory items, you enter information on the General and Vendors tabs of the Items Master form. You then specify that the item is an inventory item on the Inventory tab.
Item Categories
Before you set up purchasing and inventory items in Item Master Configuration, you must set up item categories for the purchase and inventory items and specify a type for each item category in Configuration > Purchasing & Inventory > System Settings.
Then, in Configuration > Purchasing & Inventory > Company Settings, you specify the item categories and their general ledger accounts for your company (or multiple companies, if you have more than one company).
- Display the Items Master Form
You display the Items Master form in Purchasing & Inventory Configuration. - Toolbar of the Items Master Form or Dialog Box
Use the Items Master toolbar to enter, save, delete, or print information for an item. - General Tab of the Items Master Form or Dialog Box
Use the General tab to set up purchasing and inventory items and basic information for them such as item number, description, and notes. - Vendors Tab of the Items Master Form or Dialog Box
Use the Vendors tab of the Items Master form to enter a list of vendors who sell inventory and non-inventory items, with historical data for items that the vendors sell. - Inventory Tab of the Items Master Form
Use the Inventory tab to identify an item as being an inventory item and to enter inventory tracking information for the item. This tab displays if you are authorized as an approver.