Overview of Item Setup and Control
You must set certain controls and reference options before defining items. These enable you to maintain, group, reference, query, and delete your items. Once you have defined items, you can set up other parameters, such as item cross references, to control the use of items.
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.
- 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 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 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.
See Also
Overview of Items