1. SCM (Supply Chain Management)
  2. Item Record Management
  3. Using Item Records
  4. Creating Item Records
  5. Entering Preferences on Item Records

Entering Preferences on Item Records

The fields and subtabs that appear depend on the features you have enabled and the type of record you view.

To set up your preferred preferences for each item:

  1. Check the Available to Adv. Partners to make this item record available in the Advanced Partner Center.

  2. Check the Offer Support box to offer support for this item.

    By offering support for an item, customers can select the item they are having trouble with on case records.

    This field appears only on the following items:

    • Assembly/Bill of Materials

    • Inventory

    • Kit/Package

    • Non-inventory for sale or resale

    • Other Charge for sale or resale

    • Service for sale or resale

  3. Check the Can be Fulfilled/Received box to allow the item to be fulfilled and received during order processing.

    Clear this box if you prefer this item does not require being received and fulfilled. Even non-inventory items require the customer to enter a shipping address.

    Editing the Can be Fulfilled/Received box on an item record after creating a source transaction with that item does not affect whether that transaction can be fulfilled or received. For information about how this preference works with Advanced Revenue Management, see Item Configuration for Advanced Revenue Management (Essentials) and (Revenue Allocation).

    This field appears only on the following items:

    • Inventory

    • Non-inventory for sale or resale

    • Other Charge for sale or resale

    • Service for sale or resale

    Note:

    The Can Be Fulfilled/Received box must be checked before you can check the Generate Accruals box.

  4. Check the Generate Accruals box to automatically generate and post an accrual to the general ledger.

    When this box is checked, Inventory items, Non-inventory items, Other Charge items, and Service items can generate journal postings based on variances in vendor bills. For more information, see Vendor Bill Variances.

    The Generate Accruals setting can be changed on an item record after transactions have posted with a previous setting. However, past transactions maintain the setting used at the time the transaction was processed.

Related Topics

General Notices