Inventory Item

Overview of IV100

Items and assemblies must be added to inventory using this window before they can be included in the Inventory Catalog, Warehouse Explorer, or used in a Bill of Material.

This screen also associates entity “owners” with inventory items. Clients can be comprised of various business entities or divisions. Each of these entities is distinct in terms of its daily operation. The items the warehouse distributes are each assigned an owner or owners from among these entities. An owner is the party that has paid for the item and to which the most revenue will be ascribed when it is sold. The warehouse isn’t usually an owner, but a revenue stakeholder. Multiple entities share the revenue for an item, with customizable percentages based on their business arrangement.

• From the DDI Connect main menu, double-click Inventory
• Double-click Setup
• Double-click Items Setup. You will see this screen:

The following fields are available on this screen:

Field	Description
Item number	To add a new item, key in the item number and press TAB. You will be prompted with the message "Item number is not on file. Do you wish to add it?" Click Yes to proceed with adding the item. If you wish to edit an existing item, key in the item number and press tab. You can also click the catalog icon to launch the Inventory Catalog, or click the list icon to launch the Item Catalog
Description	Type the description for the item. For existing items, the description will automatically populate
Barcode number	If applicable, enter the barcode number for this item
Attributes	Groups and subgroups are referred to as attributes in the Inventory system. The attributes field is automatically updated as the item is added to groups and/or subgroups. This is a display only field that will update automatically
Active item	If the item is active and available for order, select this box
Assembled part	If applicable, select this box to indicate that item can be ordered in assembled form
Non-inventory	If the item is a non-inventory item, select this box
Allow back orders	If back orders are allowed for this item, select this box
Status code	Type the item status code in this field. You can also click the list icon to display a list of active item status codes in the system, or click the Edit icon to add a new item status code
Item comment	If desired, enter an item comment
Costing method	Enter the costing method code or click the list icon to select from a list of active inventory costing method codes in the system
Unit cost	Enter the cost per unit that your organization pays
G/L type code	If applicable, enter the G/L type code or click the list icon to select from a list of active inventory G/L type codes in the system
Post to GL	If this item should post to the GL when purchased, enter yes. If not, enter no
Unit min price	Enter the minimum price per unit
Unit price	Enter the unit price for this item (what the ordering customer will pay)
Taxable?	If this item is taxable, enter yes. Otherwise, enter no
Weight	Enter the weight in pounds
Show ounces	If "show ounces" is selected, an additional field for the ounces will appear
Length	Enter the length of the item in inches
Width	Enter the width of the item in inches
Height	Enter the height of the item in inches
Reorder quantity	Enter the quantity to reorder for this item
Reorder point	Enter the point at which a reorder request should be submitted
Leadtime in days	Enter the number of days required for an order to be processed
Owner 1/%	If your organization assigns ownership of inventory items, you can enter up to 3 item owners, along with the percentage per owner. Type the owner code or click the list icon to select from a list of active item owner codes in the system
Owner 2/%	If your organization assigns ownership of inventory items, you can enter up to 3 item owners, along with the percentage per owner. Type the owner code or click the list icon to select from a list of active item owner codes in the system
Owner 3/%	If your organization assigns ownership of inventory items, you can enter up to 3 item owners, along with the percentage per owner. Type the owner code or click the list icon to select from a list of active item owner codes in the system
On hand	Displays the number of this item on hand
On order	If applicable, displays the number of this item on order
Allocated	If applicable, displays the number of this item that have been allocated to orders
Free Balance	Displays the total number of this item available for order
Less On Order	Displays the total free balance, less any of this item on order

When you have finished entering the information, click Save to retain your changes.

View button

From this screen, if you click the View button while viewing an item, you will see the following options:

Inventory Catalog

If you click Inventory Catalog, the system will launch the Inventory Catalog screen, filtered to display just this item and where it appears in the catalog. Click Exit to return to the Item Setup screen.

Bill of Materials

If you click Bill of Materials, the system will display the Bill of Material setup screen for this item. When you have finished viewing the screen, click Exit to return to the Item Setup screen.

Item Substitutions

If you click the Item Substitutions menu item, the system will launch the Item Substitutions screen for this item. When you have finished viewing the screen, click Exit to return to the Item Setup screen.

Quantity/Price Discounts

If you select Quantity/Price Discounts, the system will launch the Item Pricing screen for this item. When you have finished viewing the screen, click Exit to return to the Item Setup screen.

Inventory Locations

When you select Inventory Locations, the system will display the Warehouse Explorer screen, filtered for this item. When you have finished viewing the screen, click Exit to return to the Item Setup screen.

Item/Order Inquiry

If you select Item/Order Inquiry, the system will display the Item/Order Inquiry screen, filtered for this item. When you have finished viewing the screen, click Exit to return to the Item Setup screen.

Inventory Transactions

When you select Inventory Transactions, you will be taken to the Inventory Transaction list screen. When you have finished viewing the screen, click Exit to return to the Item Setup screen.

Vendor Part/Price Table

If you select Vendor Part/Price Table, you will be taken to the Vendor Part and Price Info screen of Purchase Order Setup. When you have finished viewing the screen, click Exit to return to the Item Setup screen.