Creating Item Cards

Item cards hold the master data required to buy, store, produce, account, track, sell, and ship items.

Note

This topic reflects a basic manufacturing installation and, accordingly, does not cover the MRP planning parameters on the Planning tab.

Item cards, like other master data records, can be creating using master data templates, but for the sake of explaining each field, the following describes how to manually create an item card for a basic manufacturing environment.

Prerequisites

To Fill in the General Tab:

  1. Press F3 to open an empty card, or copy from another item card:

  2. On an existing item card, select Edit, Select and then press Ctrl+C to copy all selected data.

  3. Press F3 to open a new empty item card, and press Ctrl+V to paste the data into the new card.

  4. Click OK to the 2 messages, and then overwrite the No. field with the number of your new item.

  1. In the Description field, enter the name of the item.

  2. Look up from the Base Unit of Measure field to create and select a code (for example PCS).

  3. In the Item Category Code field, you can specify a product group from which assigned default values will be created for the item, including posting groups (see Posting Group fields below).

Most of the fields on the right-hand side of the tab provide lookups to detailed information about the item’s inventory level and its current supply and demand situation.

  1. In the Blocked field, you can place a check mark to define that the item can not be used in any way by the system. This means, among others, that the item can not be posted as consumed from a production journal (see Registering Consumption and Output).

To Fill in the Invoicing Tab:

  1. In the Costing Method field, you must select the costing method that will determine how the program calculates the unit cost of the item and the cost of outbound items. Standard is typically used for manufacturing items. Specific is typically used for serial-numbered items.

  2. If you have chosen Standard costing method, you must fill in the Standard Cost field with an appropriate value for the cost of one unit of the item. The Unit Cost field initializes order lines and journal lines as they are created. For items using Standard costing method, this field contains the standard cost.

  1. For costing methods other than Standard, fill in the Unit Cost field with an appropriate value when you create the item. When you run the Adjust Cost – Item Entries batch job, the program updates the field so it contains the most recent adjusted average unit cost.

  2. Fill in the Unit Price field with the sales price of one unit of the item. The program updates the Last Direct Cost field whenever a purchase is invoiced.

  1. Fill in the Posting Group fields to be able post transactions with the item.

The Net Invoiced Quantity field is updated by the program

The Sales Unit of Measure field is filled with the base unit of measure, but you can change it.

To Fill in the Replenishment Tab (for Purchased Items):

  1. In the Replenishment System field, select Purchase to indicate that your standard way of supplying the item is by buying it.

  1. In the Vendor No. field, specify a default supplier of the item. The program will suggest this vendor when planning for the item.

  2. In the Vendor Item No. field, enter the vendor’s own item identification (if this is different from yours).

  3. Enter a date formula in the Lead Time Calculation field to specify the time it takes to replenish this purchased item (for example, 1W). The program uses this field in date calculations, as follows:

Order Date + Default Safety Lead Time + Lead Time Calculation = Planned Receipt Date.

To Fill in the Replenishment Tab (for Produced Items):

  1. In the Replenishment System field, select Prod. Order to indicate that your standard way of supplying the item is by producing it.

  1. In the Manufacturing Policy field, select Make-to-order to have the program consider all BOM levels during planning.

Note

If both the parent item and its subassemblies use Make-to-Order, the planning logic will create a production order with subassembly production order lines indented under the parent’s order line.

  1. In the Routing No. field, look up and select a routing to govern the item’s manufacturing process. A specific routing must be set up and certified before it can be used for an item card. (See Creating Routings).

  2. In the Production BOM No. field, look up and select a production BOM to govern the product structure of the item. A specific production BOM must be set up and certified before it can be used for an item card (see Creating Production BOMs).

  3. Select in the Flushing Method field whether material consumption in production should be calculated and posted manually (by selecting Manual) or automatically by selecting either of the following two methods: Forward, to have the program automatically calculate and post consumption when the production order is released, or Backward, to have the program automatically calculate and post consumption when the released production order is finished.

  4. Specify in the Scrap % field the percentage of the item that you expect to be scrapped in the production process. The program uses this percentage when it calculates unit prices and net requirements.

  5. In the Lot Size field, specify how many units of the item are produced in one production lot. You can still create orders of a different quantity. The program uses this number to calculate the item’s standard cost and to distribute the fixed costs of manufacturing the lot.        

To Fill in the Planning Tab:

Note

Most of the fields on this tab relate to the use of automatic planning and those will not be covered in Quick Guides.

  1. In the Reordering Policy field, select Blank if you are strictly using manual order planning (see Planning for New Demand).

  2. In the Reserve field you can determine whether the program will allow reservation for this item. The option you select here is carried to sales lines for the item and will override a reservation option on the sales header (carried from the customer card). The exception to this is if you select Optional in this field and you enter the item on a sales line where the sales header contains Always, then the sales line will be assigned the option Always.  

  3. Define in the Order Tracking Policy field whether the program should create order tracking links between matching supply and demand. Select Tracking Only to have the program create order tracking entries in two circumstances: Dynamically, when creating any order that may be matched by an existing order and directly, when creating a supply order specifically for the demand. Select None if the program should not create order tracking entries at all.

Quick guides for manufacturing are available in a document that you can edit and print in Microsoft Office Word. The file, called Quick Guides – Manufacturing Foundation - Classic.doc, is installed in the documentation folder of your client installation.



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