Copying Items

This topic discusses how to copy item

Page Name

Definition Name

Usage

Copy Item Page

ITEM_COPY_INV

Copy item information within the same SetID, copy item attributes within the same business unit, and copy item attributes between business units.

Copy SetID to BU Item Status Page

INV_ITM_STATUS_SP

Copy the item status that you modify for the SetID to any of the business units where the item is defined.

Copy SetID to BU Substitute Items Page

INV_SETID_BU_SP

Copy the substitution definition of an item at the SetID level to the business unit level.

To maximize consistency and efficiency in the item definition process, PeopleSoft Inventory enables you to copy item definitions from the SetID level to the business unit level and between business units by using the Copy Item page. You can also copy the item status from the SetID to any of the business units where you define the item, or you can copy the substitution definition to the business unit level.

Use the Copy Item page (ITEM_COPY_INV) to copy item information within the same SetID, copy item attributes within the same business unit, and copy item attributes between business units.

Navigation:

Items > Define Items and Attributes > Copy Item

This example illustrates the fields and controls on the Copy Item page. You can find definitions for the fields and controls later on this page.

Copy Item page

Field or Control

Description

Copy Item Within SetID

If you select this option, you can also copy the purchasing and inventory business unit attributes that are established for the item by selecting the Copy Business Unit Attributes option.

Copy Business Unit Attributes

The Inventory Business Units and the Purchasing Business Units group boxes at the bottom of the page display the business units that have established the item ID. By default, all business units are selected. Clear those business units with attributes that you do not want to copy to the target item. When you are copying from inventory business units, planning attributes at the business unit level are copied along with weight and volume attributes and configuration attributes. Values that are calculated through the replenishment process are not copied. However, other replenishment attributes (set up attributes, for example) are copied.

When you are copying items within the same business unit, the VMI customer ship to attributes are copied. If the business unit that is being copied to is a VMI business unit, only inventory items can be copied.

Note: If you copy items between business units with different currencies, you must change all cost and price fields for the item manually.

Source Item ID

If the item that is being copied still has a status of Under Initialization, then the target item is also placed in Under Initialization status. If the item that is being copied has a status of Approved, Hold, Discontinue, or Inactive, and item approval is not required, then the item is placed in Active status. If item approval is required, the item is placed in Under Initialization status.

Use the Copy SetID to BU Item Status page (INV_ITM_STATUS_SP) to copy the item status that you modify for the SetID to any of the business units where the item is defined.

Navigation:

Click the Copy Item Status link on the Define Item - General: Common page.

All business units for which the item is defined appear. For each business unit, the system also displays the current status date, current item status, future status date, and future item status.

To copy the item status definition from the SetID to a business unit, select the business unit's row, and then click OK. The SetID's item status definition replaces the item status definition at the business unit level.