Define Items For Procurement Contracts

Do this to define items:

1. In the Setup and maintenance work area, search for your implementation project, navigate to Define Procurement Contracts Configurations, and add two tasks: Manage Units of Measure and Manage Item Classes. Open the Manage Units of Measure task.

   1. Click Manage UOM Classes in the table.

   2. Click + to create an UOM class and save.

   3. Enter the base UOM created as part of UOM class creation in previous step to verify whether the UOM got created automatically. Save the changes. Ignore conversions for now as there is only one unit in the UOM class.

2. Navigate to Define Procurement Contracts Configurations, and open the Manage Item Classes task.

   1. In the Manage Item Classes task, click Root Item Class in the search results table.

   2. Click the Security tab and use the + icon to add a row for Item Class People. Under Actions in the child table, add all actions starting with C for create privileges, V for view privileges, and M for maintain privileges, and save.

   3. Click the Item Templates tab. Click the filter icon in the table and search for Purchased.

   4. Click Create. Enter the required information in the dialog and click OK.

   5. Enter the required information. Save and then click Done.

3. This next step is a manual task to be performed in the Item work area and requires you leave the setup and maintenance work area..

4. Navigate in the application to Product Management and then Items.

   1. Click Create Item task.

   2. Enter the required information to create a purchasable item and click OK.

   3. Enter the required information and click the Specifications tab.

   4. Click Purchasing under Item Organization under the Specifications tab. Ensure the values are as follows and save the changes:

      • Purchased = Yes

      • Purchasable = Yes

      • User Approved Supplier = No

      • Allow Purchasing Document = Yes

      • Taxable = Yes