Enter an Item for a Project

When you complete project header fields and click OK, the program displays fields for the project parent item. You can click Inventory and then Item to enter, change, and copy components for a project. See Background and Road Map for more information.

The program displays the project type and project number.

Click Add.
Enter data in these fields:

Field Name

Type / Max Length

Action / Description

Item number

Required
24 alphanumeric

If you are adding items for the first time, the program displays the number you entered in the Parent item no field on the project header. You must add the parent item number before you may enter branch information.

To add additional items, enter a unique item number for the project parent.

Note
Do not use special characters such as: +, -, ?, #. <, >, !, @, /, ., [, or ] as a single-character item number. However, you can use special characters as the first character in a string of characters.

OR

Enter * to set up a default record. See Create a Default Record for a Maintenance Program.

OR

Enter an item number that exists in your database, or click the second Lookup icon on the right and use the Standard Lookup Options to select a standard item from your database.

OR

Enter an item from another project, or click the third Lookup icon on the right and use the Standard Lookup Options to select a standard or new item from another project.

If you enter an item number that exists in your database, the program prompts Item exists in the Item Master file; copy to a non-maintainable record?. Click Yes to copy this item, its data, notes, and costs from your database into the project database or click No to enter another item number. You cannot change fields for a database item in your project. However, you can copy the item to create a new item in the project and change its fields. See Copy a Project Item.

Description

Required
30 alphanumeric

Accept the displayed description for the parent item on the project header or enter an appropriate description for this item. The description does not need to be unique.

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 Uniform Product Code or the Global Trade Number for this item.

The UPC only validates a 12-digit entry.

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

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

You can change this field in Project Maintenance but not after you transfer the project to your database.

Serial/Lot control

Required
1 alphanumeric

Accept the displayed code or select another code that indicates how you want to control this item:

Select	To assign
S (Serial)	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 (Multiple)	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 a serial nor a lot number control

You can change this field in Project Maintenance but not after you transfer the project to your database.

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

Accept the displayed stocking unit of measure or select another stocking unit. For the project parent, the stocking UOM defaults from the project header.

Pre-assign ctrl no?

Conditional/Optional

If you selected S or M for Serial/Lot and you make this item, select to assign control numbers when you release a manufacturing order or leave blank to assign control numbers when you receive the finished goods into inventory.

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 its 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).

Item status

Required
1 alphanumeric

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

An item's status determines whether it can be sold, purchased, or manufactured.

Allow split lots?

Conditional

Select if this lot controlled item can be picked from different lots or leave blank if it should be picked from a single lot. If you select, the Allow split lot field will be selected for a lot controlled item in the Sales Order Maintenance (OE), EDI/Sales Quote Maintenance (QOE), and One-Step Invoice Entry (RE) programs.

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.

Invty 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 enter in the Preferred vendor field.

Preferred vendor

Optional
10 alphanumeric

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

Image type

Optional
4 alphanumeric

Select the type of the graphic file that contains an image of this item. For example, you can store a picture of this item, a scanned engineering drawing, or specs for the item in PDF format.

Click View image to display the graphic.

Order code

Required
1 alphanumeric

Select	For a
0	Finished good or master schedule inventory item The Finished Goods Planning (MFP) program plans these items.
1	Component that you plan manually The Material Requirements Planning (MRP) program performs calculations and produces an advisory report that the planner can use to manually plan orders.
2	Component that the system plans The Material Requirements Planning (MRP) program plans orders for these items.
3	Service items carry a cost and price and can be added to sales orders (i.e., to charge for a service you perform), but they cannot be purchased, manufactured, transferred, or used on bills of material. While they are not included in inventory movement or planning functions, service items allow the same posting controls as other inventory items. Most often service items are set up as non-taxable (i.e., since services are not generally taxable).
4	A tool crib-type item. This code can be stocked the same as a standard item, but not allowed to be floor stock, consignment inventory, or lot controlled. Once the item has been added, use Tool Crib Maintenance (MTM ) to add attributes.

Bypass code

Required
1 alphanumeric

Select 0 for a finished good, manual planned item, or MRP dependent item or select 1 for a phantom. Configured product, prompt, and family items cannot be used in projects.

You can change this field in Project Maintenance but not after you transfer the project to your database.

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.

Flr stk code

Required
1 alphanumeric

Accept 0 if this is not a floor stock item or select 1 if it is a production part that is not controlled, sold, or transferred.

If you select 1, receiving programs update the floor stock quantity rather than on-hand when the manufacturing branch receives its parent item into inventory.

If you select 1 for a non-manufacturing branch, receiving programs treat it as a non-floor stock item.

Export declaration

Optional

Select the export declaration code for this item that you have defined in the Export Declaration Codes (TED) program.

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

Select if you require a certificate of compliance to accompany the item at receipt time or leave blank if you do not.

Shipping cert reqd?

Optional

Select if you require a certificate of compliance to ship with the item or leave blank if you do not.

Click Other info and enter data in these fields:

Field Name	Type / Max Length	Action / Description
Non-commission?	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 numeric	If you select the Warranty tracked? field, enter the number of days for 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	Optional 5 numeric	If you select 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).
EOL tracking code	Optional 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.
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	Scan a barcode for a packaged item.
Barcode for master pk	Optional 30 alphanumeric	Scan a barcode for a master-pack item.
Barcode for pallet	Optional 30 alphanumeric	Scan a barcode for an item shipped in a pallet.
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.
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	Number generation parameters used for linking PowerShift items to an external system.
Alt gen code	Optional 4 alphanumeric	Number generation parameters used for linking PowerShift items to an external system.

Choose the appropriate options:

To	Do This
Accept the data	Click OK. The program prompts Item number. Enter another item or leave blank to exit.
Exit without adding this item	Click Cancel. The program prompts Item number. Enter another item or leave blank to exit.
Update the record	Click Apply.
Delete a saved record	Click Delete.
Display additional information	Click Other info.
Enter notes for this item	Click Notes. See Enter Project Item Notes.
Enter vendor pricing for this item	Click Vend Price. See Enter Vendor Pricing for a Project Item.
Generate a Uniform Product Code or Global Trade Item Number for this item	Click UPC gen. Click Cancel to cancel the action or click OK to assign this UPC code to this item.
Display a graphic of this item	Click View image. Click Close to remove the image from the display.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Add another item	Click Add.
Delete the selected item	Click Delete. See Delete. Note If the component is on a bill of material, you must first delete it from the BOM.
Copy the selected item or an item from your database	Click Copy. See Copy a Project Item.
Display the selected item	Click Select.
Display items from a specific number	Click Restart. The program prompts Item number. Enter the first number you want to display or leave blank to begin the display with the first item in the project.
Print the item listing	Click Print. See Print.
Display the previous set of records in the file	Click Page up.
Display the next set of records in the file	Click Page down.
Sort the item listing	Click Sort options. Click a sort order or click Cancel to end this action.
Exit project item maintenance	Click Exit.

Choose the appropriate options when you click Exit:

Do This

Change a field

Click Modify.

Delete this project

Click Delete. The program prompts Do you want to delete this record?. Click Delete to delete this entire project or click No to retain this project.

Exit without creating this project

Click Cancel.

Display additional fields

Click Other info.

Enter notes for this project

Click Notes. See Enter Notes.

Enter an item, its branch information, and costs

Click Inventory and then:

Click	To enter a/an
Item	Item record.
Branch	Branch record. See Enter Branch Information for a Project Item.
Item cost	Cost record. See Enter Costs for a Project Item.
Back	End this action.

Enter quantities, profit, commission, and discount percents

Click Proj qtys. See Enter a Project Quantity.

Enter a bill of material

Click BOM. See Enter a Project Bill of Material.

Enter a routing

Click Routing. See Enter a Routing.

Enter a new customer

Click Customer. See Enter a New Customer.

This button displays only if you entered a new customer in the Customer number field.

Enter miscellaneous costs

Click Misc costs. See Enter Miscellaneous Costs.

Calculate costs for project quantities

Click Roll up.

Display the project and unit costs for project quantities

Click Summary. See Display a Project Summary.

Print documents for this project

Click Print and then:

Click	To print a project
Customer	Estimate for this customer. See Print or Reprint a Customer Project Estimate.
In-house	Summary for your use. See Print Project Summaries.
Cost report	Material cost report for your use. See Print a Project Indented Cost Report.
Back	End this action.

Transfer this project to your database

Click Transfer. See Transfer a Project.

Close this project

Click Close proj. See Close a Project.

Display the sales quote generated by this project or the sales order line if the sales quote has been transferred

Click Order. See Enter a Sales Quotation or Display a Summarized Sales Order.

This button displays only for a transferred customer project.

Accept the data and exit

Click OK.

When you click OK or Cancel enter another project number or exit the program.