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How do I create a new item?

Use Item In Legal Entity: type a new item code and fill the company settings; one Save creates the shared item and its release in your company.

Screen
Item In Legal Entity (Product Information › Item), or Item then Release Item In Legal Entity
Who
The person who keeps the item data
Takes effect
On save
Needs first
Item group, units, item posting, item valuation, storage and tracking structures

Before you start​

Steps​

  1. Open Item In Legal Entity (Product Information › Item) and press New.
  2. Type the Item No, Name, Item Category, Item Group and Inventory Unit. Picking the inventory unit adds a unit line with factor 1.
  3. Key settings: pick Item Posting, Item Valuation, Storage Structures and Tracking Structure. These lock once the item is used, so choose carefully.
  4. Pick the Replenishment. For a bought item fill Purchase Unit; for a made item BOM Unit, Type and Manufacturing Category (then Manufacturing Policy) and the Manufacturing Unit.
  5. Tick Can be sale for a sellable item and fill Sales Unit.
  6. On Units, add the other units with their factor to the inventory unit, and tick Purchase and Sales where they may be used.
  7. On Inventory, add a site and warehouse line and tick Default.
  8. Save. Save refuses what is missing and says which field.

Check it worked​

  • The item appears on the Item In Legal Entity list and in the item lookups of purchase, sales and inventory documents of your company.
  • For another company, open Release Item In Legal Entity there and pick the same item.

If something looks wrong​

  • "Define Movement Unit in Unit Lines" Add the unit lines.
  • "Units - atleast one Sales check mark is mandatory" Tick Sales on a unit line, or untick Can be sale.
  • "Default Site/ Warehouse is mandatory" Add an Inventory line marked Default.
  • "Item Name ... already exists in this Legal Entity" Change the name, or ask for the name rule to change.