Add or Change An Enterprise Item

Use Enterprise Item Maintenance (IM) to add, change or copy an item with settings that apply to all branches of the enterprise. See Background and Road Map for more information.

Enter or change data in these fields:

Field Name

Type / Max Length

Action / Description

Item number

Required
24 alphanumeric

Enter a unique identifier for a new customer. It is recommended that you do not use special characters (e.g., ?, #, &, +, |, <, >, *, :, /, \, [, ]) as they can cause issues when accessing imported documents.

Enter the item number or click the Lookup icon and use the standard lookup options to select an item from a list. To the right of the field, the program displays the item type (based on its order code and bypass code) and the date the item number was added.

Enter * to create or change a default record. See Create a Default Record for a Maintenance Program.

This field cannot be changed after an item record is created.

Description

Required
30 alphanumeric

Enter an appropriate description for this item. The description does not need to be unique.

If this item is a prompt in a bill of material for a configured product, this description displays on the screen during order entry so you should word it appropriately. For example, "Color?" is an appropriate description because this description prompts the order entry operator to ask the customer to choose a color.

Alt description

Optional
30 alphanumeric

Enter an alternative or additional description for this item that you can use to access this item's record with the standard lookup options.

Xref

Optional
30 alphanumeric

Enter an additional sort criterion that you can use to access this item's record with the standard lookup options. You might enter the item's catalog number in this field.

UPC/GTIN

Optional
30 alphanumeric

Enter the Universal/Uniform Product Code or the Global Trade Identification Number for this item, or click the UPC gen button for a system-generated code. See Step 3 and Background for more information.

The program only validates a 12-digit UPC code entry.

This number prints on a packing slip or invoice output via EDI if the line item does not have a UPC code from an imported sales order.

Long description

Optional
60 alphanumeric

Enter a long description for this item. This field is not displayed by the item lookup.

Wh/Bin control

Optional / Conditional

Select if the item is controlled by warehouse and/or bin location or leave blank if it is not.

This selection is required for Order code 4 tool crib items.

Caution
The program does not allow you to change this field after you create an item. Under certain conditions, you may be able an item's Wh/Bin control setting with Item Control Settings Maintenance (IFM).

Serial/Lot control

Required
1 alphanumeric

Select the code that indicates how you control this item:

Select	To assign
S Serial number	A unique number to each unit. Since the number will never be repeated, you can trace the location of that specific item during manufacturing, in inventory, and after you have shipped it to the customer.
M Lot number	A unique number to items produced from the same raw materials, using the same manufacturing process. You can compute costs by lot, ship goods from the same lot to assure consistent quality, and trace quality problems to their source.
N None	Neither serial nor lot number control

Caution
The program does not allow you to change this field after you create an item. Under certain conditions, you may be able an item's Serial/Lot control setting with Item Control Settings Maintenance (IFM).

Make/Buy/Kit

Required
1 alphanumeric

Select a code that indicates how you acquire or sell this item:

Select	If you
B	Buy the item
K	Sell a configured product as an unassembled set of components; if you select K, you must select a 0 for the Order code and 2 for the Bypass code field.
M	Make the item

If the field is currently blank and the low level code is greater than one, the program sets the field to a Make item. All other items will be set to a Buy item.

Stocking UOM

Required
4 alphanumeric

Select the unit of measure used to stock the item.

Pre-assign ctrl no?

Required
1 alphanumeric

Select how you want to assign control numbers:

Select	If you want
N or blank	Assign control numbers when you receive the finished goods into inventory.
Y	Assign control numbers when you release a manufacturing order. Select S or M for the Serial/Lot field.
P	Assign control numbers when you release a manufacturing order and process/print an item label for a completed serialized item with the Mfg Order Control Number Print Selection (WOCS) program. Select S for the Serial/Lot field.
R	Assign serial numbers after the manufacturing order is released, but before it is received. Contact Powershift support for processing instructions. Select S for the Serial/Lot field.

Note
Once an item record is created, the program allows a one-time change of this field from P to Y or N.

Under certain conditions, you may be able to change this setting with Item Control Settings Maintenance (IFM).

Item code

Optional
1 alphanumeric

Enter a code if:

This is a make-to-order item for which you want the system to create a manufacturing order or requisition when you enter a sales order for the item.

The code you enter must match the code entered for the Item code for immediate supply option in the System Options Maintenance (XM) program (Inventory Control Options).

This is a parent item or the parent of a subassembly and you want the system to create cascading manufacturing orders.

The code you enter must match the code entered for the Subassembly release type option in the System Options Maintenance (XM) program (Manufacturing Options).

You want to select items with a code or range of codes for planning with the Finished Goods Planning (MFP) and/or Material Requirements Planning (MRP) programs.

Item status

Required
2 alphanumeric

Accept 0 for an active item or assign another status that you have defined in the Item Status Codes (TISM) program.

An item's status determines whether it can be sold, purchased, planned, or manufactured. In Item number lookups you can use this status to limit the display to items available for sales, purchase, and manufacturing orders.

If you select a different value for the Item status field in the Branch Item Maintenance (IMB) program, the branch status overrides this field.

Return code

Optional
10 alphanumeric

Select the code that corresponds to the return policy for this item. Return codes are maintained in Item Return Codes Maintenance (TRNCM) and can be used to automate restocking fees charged on items returned by customers.

Allow split lots?

Conditional

Select if this lot controlled item can be picked from multiple lots or leave blank if it should be picked from a single lot.

For example, you may not want to split lots for items that require exact color and/or pattern matching, such as wallpaper or fabrics. However, you may allow split lots for adhesive.

Product class

Optional
6 alphanumeric

Select the product class for this item or click the Lookup icon and use the standard lookup options to select the product class from a list.

Product subclass

Optional
6 alphanumeric

Select the product subclass for this item to be used for reporting and for order prices, discounts, and commissions.

Inventory acct code

Optional
6 alphanumeric

Select an inventory account code to assign to this item.

Buyer

Optional
3 alphanumeric

Select the code that identifies the buyer who is responsible for purchasing this item or leave blank to use the buyer for the vendor you entered in the Preferred vendor field.

Preferred vendor

Optional
10 alphanumeric

Enter the number of the vendor from whom you prefer to purchase this item, click the Lookup icon and use the standard lookup options to select the vendor from a list, or leave blank.

If the system creates a purchase requisition for this item, the type is P (purchase) if you entered a preferred vendor and U (unassigned) if you did not.

If you enter a preferred vendor number in this field, the vendor number is used as the default in the Preferred vendor field in Branch Item Maintenance (IMB) program for this item.

Image type

Optional
3 alphanumeric

Select the type of the graphic file that contains an image of this item. For example, you might have a picture of this item, a scanned engineering drawing, or specs in PDF format. See The View Button.

Item type

Display

The program displays the item type based on the order/bypass codes that you select. The program displays Finished good until you change the order/bypass codes. See Item Types.

Order code

Required
1.0 numeric

Select	For a
0	Finished good or master schedule inventory item
1	Component that you plan manually
2	Component that the system plans
3	Service item
4	Tool crib item Once the item record has been saved, click the Tool Crib button to add tool attributes. Press F1 to see the Add Attributes to Tool Crib Items help topic.

See Background for more information.

Bypass code

Required
1.0 numeric

Select a bypass code for this item:

Select	For a
0	Finished good, manually planned item, or MRP-dependent item Select this code for an item to be on a vendor contract.
1	Phantom or pseudo
2	Configured product
3	Prompt
4	Family

Caution
The program does not allow you to change this field if this item has on order, intransit, committed, or obligated quantities greater than 0. However, the on hand quantity can be zero or greater.

See Background for more information.

Low level code

Display

The program displays the lowest bill of material level in which this item appears. All new items display 1 for raw material or a purchased product.

Floor stock code

Required
1.0 numeric

Accept 0 if this is not a floor stock item or select 1 for a floor stock item. See Background for more information.

A non-manufacturing branch can only be 0. A manufacturing branch can be of 0 or 1.

If you select a different floor stock code in the Branch Item Maintenance (IMB) program, that value overrides this field during processing.

Export declaration

Optional
10 alphanumeric

Select the export declaration code for this item.

Use the Export Declaration Codes (TED) program to set up export declaration codes.

Unique CP RRL?

Conditional

Select if this item is on a bill of material for a configured product and assembly depends on the options the customer selects to assign a unique Routing Revision Level to each item and use the routing operations defined for the configured product or leave blank to use the Routing rev lvl for this item assigned in the Branch Item Maintenance (IMB) program.

Last CP RRL

Conditional
4 alphanumeric

If you select the Unique CP RRL? field for this item, the system updates this field when you enter a sales order for a configured product and create an associated manufacturing order for it.

If you leave this field blank, the initial Last CP RRL is 0001. If you enter A in this field, the initial Last CP RRL is A001.

Receiving cert reqd?

Optional
1 alphanumeric

Select a code that indicates whether or not a certificate of compliance is required when the item is received:

Select	If you
N	Do not require a certificate of compliance when this item is received
Y	Require a certificate of compliance when the item is received
C	Require a certificate of compliance and you want to record the certificate number when the item is received

Shipping cert reqd?

Optional

Select if a certificate of compliance is required when the item is shipped. Leave blank if the item is not required to ship with a certificate of compliance.

Click Other info and enter data in these fields:

Field Name	Type / Max Length	Action / Description
Non-commissionable?	Optional	Select if you do not pay commission on the sale of this item or leave blank if you do.
Commission class	Optional 5 alphanumeric	Select the commission class for this item if you use item commission class to calculate sales commissions.
Warranty tracked?	Optional	Select if this item can be covered by a warranty or leave blank if it cannot.
Warranty duration	Conditional/Optional 5.0 numeric	If you selected the Warranty tracked? field, enter the number of days for the warranty period or accept zero to use the Default warranty duration option in the System Options Maintenance (XM) program (Warranty Tracking Options).
Max warranty duration	Conditional/Optional 5.0 numeric	If you selected the Warranty tracked? field, enter the number of days for the maximum warranty period or accept zero to use the Maximum warranty duration option in the System Options Maintenance (XM) program (Warranty Tracking Options). If the warranty is tracked and the warranty duration is greater than zero, Warranty expires [number] months from original shipment date prints for the line item on a picking list and invoice.
EOL tracking code	Conditional 3 alphanumeric	Select an end of life tracking code that is appropriate for this item.
EOL date	Conditional 10 date	If you selected an EOL tracking code, select the end of life date for this item. If the date you select is before today's date, the program displays the message EOL date entered is in the past; continue?. Click Yes to accept the date or click No to enter another date.
EOL purchase date	Optional 10 date	Select the last date on which you can purchase this item. You must select a date prior to the EOL date.
Barcode for package	Optional 30 alphanumeric	Enter a package barcode if this item is shipped in a package. You can scan this field where Item is prompted by the RF programs.
Barcode for master pk	Optional 30 alphanumeric	Enter a master pack barcode if this item is shipped in a multi-pack. You can scan this field where Item is prompted by the RF programs.
Barcode for pallet	Optional 30 alphanumeric	Enter a pallet barcode if this item is shipped on a pallet. You can scan this field where Item is prompted by the RF programs.
Size*	Optional 4 alphanumeric	Select the appropriate code for this item. Codes are set up in Item 'size' Codes Maintenance. * The field label on your system may be different (defined in System Options Maintenance - Inventory Control Options)
Material*	Optional 4 alphanumeric	Select the appropriate code for this item. Codes are set up in Item 'material' Codes Maintenance. * The field label on your system may be different (defined in System Options Maintenance - Inventory Control Options)
Style*	Optional 4 alphanumeric	Select the appropriate code for this item. Codes are set up in Item 'style' Codes Maintenance. * The field label on your system may be different (defined in System Options Maintenance - Inventory Control Options)
Color*	Optional 5 alphanumeric	Select the appropriate code for this item. Codes are set up in Item 'color' Codes Maintenance. * The field label on your system may be different (defined in System Options Maintenance - Inventory Control Options)
Shelf life code	Optional 10 alphanumeric	Select the code that corresponds to the shelf life for this item. Shelf life items must be lot or serial controlled. When you assign a shelf life code to an item that has existing inventory, use the Maintain Shelf Life Date (ISD) program to update expiration dates for lots/serial numbers on hand. Stock with blank expiration dates is considered expired. See Feature Overview: Shelf Life for additional information.
External tax code	Optional 10 alphanumeric	Enter the tax code, from the tax software setup, to use for this item. If left blank, the default code (set up in System Options Maintenance - Sales Tax Interface Options) appropriate to the item (i.e., taxable, non-taxable or service) is used. The field is available if the tax interface is active.
Generation cd	Optional 4 alphanumeric	Used for generating serial numbers in custom applications.
Alt gen code	Optional 4 alphanumeric	Used for generating serial numbers in custom applications.

Choose the appropriate options:

To	Do This
Change a field	Move the cursor to the field and make changes. Click Apply to accept the changes or click Cancel to reject the changes.
Display additional fields	Click Other info.
Delete a saved item under certain conditions	Click Delete. See Background for more information.
Enter notes for this item	Click Notes. See Enter Notes for Items.
Enter data in custom fields your company uses	Click User. See Enter Data in User or Shadow File Fields. Note This button is available only if you have set up user fields for this program in the User Fields Maintenance (XMO) program.
Go a related program	Click Jump. See Jump.
Display change history for this item	Click Audit. See Display an Audit Trail. This button is available only if audit trail logging is activated for the Enterprise Inventory Master (I1AE) file.
Enter the last control number assigned for a serial or lot controlled item	Click Last ctrl no. This button is available only if you select Y for the Control numbers by item? option in the System Options Maintenance (XM) program (Control Number Options).
Copy a saved item's information to create a new item	Click Copy item. See Copy an Enterprise Item. Note The data copied is determined by the Copy branch record during item copy?, Copy forecast/plng fields during copy?, and Copy item costs during item copy? options set in the System Options Maintenance (XM) program (Inventory Control Options). See Background.
View related information	Click View. See The View Button.
Enter compliant manufacturers for this item	Click Compliance. See Enter Compliant Manufacturers for an Item.
Display, enter, or change catalog numbers for this item	Click Catalog. See Set Up Item Catalog Numbers.
Generate a UPC/GTIN code for this item	Click UPC gen. See Background for more information. Note If you are changing an existing number, clear the UPC/GTIN field first. This button is available only if code parameters are established for this manufacturing branch in the UPC Codes (TUPCM) program.
Add attributes to a tool crib item	Click Tool crib. See Add Attributes to Tool Crib Items. This button is available only for order code 4 (i.e., tool crib) items.
Display or maintain this item's bill of material	Click Bill of Material. This button is available only if the item has a bill of material. If the item has a standard bill of material, it is displayed in Bill of Material Maintenance (if you have permission to run the program) or Single-Level BOM Inquiry. If it is a configured item, it is displayed in Configured Product Maintenance or Configured Product Inquiry. Click Exit to return to this program.
View or import documents associated with this item	Click Documents. Click View to view archived and imported documents, See Display Document Archive. The View button is active only if archived documents are available. Click Import to import a document for this invoice. See Document Archiving and Document Import for more information. Note This button displays only if the document import feature is active.
Accept the data and specify a different item number	Click OK.
Exit the program	Click Exit.