Note: The Quick Item Add program does not allow you to enter or create alternate bin locations for items.
This is a pared-down version of Item F/M, so it only includes the fields necessary to set up an item record in the system.
To speed up entry, it asks you to choose an existing item to serve as a template for the new item.
You can edit any records created with this program in Item F/M.
Note: The Quick Item Add program does not allow you to enter or create alternate bin locations for items.
Access this program by choosing F3 in the Item field in any of the SO Order Management Suite programs’ line-item entry sections.
Also access Quick Item Add from Inventory Control>File Maintenances>Quick Item Add.
Use Quick Item Add when the item is or is going to be part of inventory.
If the item is a special order or that will not be kept in inventory, enter it as a temporary item in one of the SO Order Management programs. (Specify the temporary item number and enter the vendor and item information as the system prompts for it).
To create an item in Quick Item Add:
1. Specify an existing item to use as your default (or template) in the Default Item Entry box.
This is a required field.
Choosing an existing item that is similar to the one you are creating helps you save time since you can use many of the same properties and settings.
The system makes a copy of this record so you can rename it to something else. The original record is not overwritten or changed in any way.
2. Specify a name for the item you are creating.
The new item name can be any alphanumeric combination. The system warns you if you enter a number that already exits and requires you to enter a new number. This prevents you from overwriting an existing item number.
Click OK to continue to the main Quick Item Add screen. Click Cancel (F4) to return to exit out of Quick Item Add without creating a record.
3. Use the Quick Item Add main screen to define the item.
The Quick Item Add main screen is similar to the Item F/M program.
Use the Main tab to enter general item information, such as vendors, descriptions, price class, GL table, etc.
Note: You can also enter the purchasing line for the item to add it to a group of items purchased from a vendor. When you enter a purchasing line, the vendor for the item is updated to the vendor defined for the purchasing line in Purchase Line Entry (ICE920).
Use the UM/Pricing tab to enter units of measure, conversion factors (if necessary) and weights, as well as pricing information.
When you enter a default item through this program, the system does not automatically create all of the Units of Measure (UMs) for the new item that existed for the default item. The Quick Item Add program is designed to carry over the smallest UM from a default item. If the default you are using to create another item has UM as defaults for Stocking, Costing, Pricing, Buying and Selling, then the system also creates those UM’s for the new item. After you specify the Smallest UM, click Apply to update all UMs, conversion factors and weights to match the smallest UM value. For the smallest Weight prompt click Apply to update all weights based on the smallest weight multiplied by the conversion factor of given UMs that are not smallest. When the UMs below the smallest UM are the same as the smallest UM both conversion factor field and weight field will be defaulted to the smallest values and disabled.
Changing a conversion factor automatically recalculates the weight based on the smallest UMs weight multiplied by the new conversion factor (and updates the weight field).
Changing a UM conversion factor or weight automatically updates any other existing 'same' UMs to that conversion factor and weight.
To check the UM information for items created via the Quick Item Add program, access the Item F/M and review the UM setup information.
Use the Inventory tab to determine which warehouses stock this item, the restocking warehouse, safety allowance, restocking method, warehouse location and the item’s seasonal status, if any.
Refer to Item F/M for field descriptions.
To enter service items on the fly, you can start by creating the item record in Quick Item Add and set up the Service Item controls in Item F/M later. Set the Item Type field to Uninventoried.
4. Click Save to save changes and add the record into the system.
If you decide you do not want to enter this item, click Exit (F4) at any time and choose No (N) when the system asks if you want to save the record.