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Steps Involved

• Create an Item Master organization to define all of your items. This enables you to assign items to other organizations without re-creating all of the item information. See: Implementing the Item Master Organization.

• Set attribute control levels. Choose between centralized and decentralized control of item attributes. For each item attribute, you can determine whether the value of the attribute should be the same for an item in every organization in which you define the item. See: Defining Item Attribute Controls.

• Define container types for the physical attribute group. See: Defining Container Types.

• Set status controls to use attributes, such as Purchasable and Transactable, to control the functionality of each item. You can set them for any type of item status. See: Defining Item Status Codes.

• Define picking rules for the Order Entry attribute group. See: Defining Picking Rules.

• Define item types to use when defining items. These values appear in the list of values for the User Item Type item attribute. See: Defining Item Types.

• Define templates to assign major attributes that are the same for a group of items. Apply the template when you create an item, and fill in only the item attributes not already defined by the template. See: Defining Item Templates.

• Define cross-references to establish relationships between items and entities such as old item numbers or supplier item numbers. See: Defining Cross-Reference Types.

• Define commodity codes for use in customer items. See: Defining Commodity Codes.

• Define customer items and customer item cross-references. See: Defining Customer Items and Defining Customer Item Cross References.

• Defining kanban cards and pull sequences. See: Defining Kanban Cards and Defining Kanban Pull Sequences.

• Define categories and category sets to group items for various reports and programs. A category is a grouping of items with similar characteristics. A category set is a grouping of categories. See: Defining Categories, Defining Category Sets, and Defining Default Category Sets

• Define item catalogs to group items that share similar descriptive elements. Use the catalogs to search for items by descriptive elements instead of by part number. See: Defining Item Catalog Groups.

• Optionally, define delete constraints that are verified before you can delete an item. See: Creating Custom Delete Constraints.

See Also