Before buying and selling items, you must set up information and policies that the program uses in item transactions. All this item-specific information is entered and maintained in one central place: the item card.
When you create document lines for a specific item, the relevant information from the item card is entered in most of the fields on the lines and the line amount is calculated according to the quantity you enter.
Create a metal item Layered rope chain with Item calculation code LABOR.
To fill in the minimum required fields, follow these steps:
1. On the Navigation Pane, click “Items”. You can reach the same page by searching “Items” in search box at top right corner (a bulb symbol).
2. Click New -> +New (Create new entry) to open a new Item Card page.
3. Select the template “Item Finished”.
4. Expand the General FastTab.
5. No. Field: Press ENTER to automatically fill in the next number of the default number series for items in the No. field.
OR
You can manually enter a new item no. apart from default number series. Ex. BRC001, BE1256, etc. A confirmation message will be displayed, press ok.
[Note: item No. is Primary key for item table, its values cannot be repeated.]
6. In description field, enter “Layered Gold Necklace”.
7. Click Drop-down arrow, select Inventory. Other options are service & Non-Inventory. By default it is Inventory.
8. Click dropdown arrow in Base unit of measure field and select PCS.
9. Click dropdown arrow in Item category code field and select Chain Necklace.
[Note: Item category codes consist of a combination of posting. When you use an item category code, you do not have to enter posting groups every time that you set up an item card.]
Figure 1: Item card 3- Item (General) & Inventory FastTab
10. Expand the Posting details FastTab.
11. Click drop-down arrow in the Gen. Prod. Posting group & select Finished.
12. Click drop-down arrow in the Inventory Posting group & select Finished.
Figure 2: Item card 3- Posting Details FastTab
13. Expand eJewelry FastTab.
14. Click drop-down arrow in Item Type, Select “Metal”.
15. Click drop-down arrow in Item calculation code, Select “LABOR”.
[Available options are LABOR, LABORPC, JWINCR, and JWINCRPC]
16. In Avg. weight field, enter “2.5”.
17. Click drop-down arrow in Inventory By field, select Pieces.
18. Click drop-down arrow in Calculate PW field, select weight.
Figure: Item Card 3- EJewelry FastTab
19. Expand Metal FastTab.
20. Click drop-down arrow in Metal type code field, select “Gold”.
21. Click drop-down arrow in metal code field, select “14K”.
22. In Labor cost field enter 5.
23. In Labor Price field, enter 7.
Figure: Item Card 3- Metal FastTab
Notice that metal cost & Metal list price is updated automatically.
24. Press “ESC” to save & close the page.
You do not have to fill in the remaining FastTabs and fields now. The new item, 3, Layered Gold Neck, is ready for further processing.