Create Inventory Items
Form ID: (AM507000)
This form provides you with the ability to create stock and non-stock inventory items for the non-inventory items on an estimate. This form is also available in the actions on the Estimate (AM303000) form. Non-inventory items can come from either of the following:
- The item being defined on the Estimate (AM303000) form;
- Any non-inventory items on the Materials tab of Estimate Operation (AM304000) form.
Form Toolbar
The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.
| Element | Description |
|---|---|
| Process | Creates stock and non-stock inventory items for only the lines selected in the Create Inventory Items table. |
| Process All | Creates stock and non-stock inventory item for all lines in the Create Inventory Items table. |
Summary Area
| Element | Description |
|---|---|
| Estimate ID | Selector showing all estimates. |
| Revision | Selector showing all revisions based on the selected estimate. The default will be the last revision based on revision date (most recent). |
| Status | Disabled reference box showing the revision status. |
| Revision Date | Disabled reference box showing the revision date. |
| Update All Revisions | When selected, all revisions (any status) will be updated with the new
inventory ID information. Only the Inventory ID, Inventory
CD, Item Class, and Description boxes
are updated on all revisions. (Value defaults from preferences.) |
| Reuse Existing Inventory ID | When processing the selected items if an existing item is found in inventory with the same inventory ID should the process use this is the source of the ID and continue processing when checked. If unchecked the process will fail the conversation of that selected line and continue processing the other selected non-inventory items. |
| Copy Detailed Description | When creating the stock item, copy the estimate detailed description to the new stock item detailed description on the Description tab. (This is not the same is the short item description.) This check box is cleared by default. |
| Copy Files/Image | When creating the stock item, copy the estimate attached files and/or images to the new stock item image on Attributes tab. This check box is cleared by default. |
| Copy Notes | When creating the stock item, copy the estimate notes to the new stock item notes. This check box is cleared by default. |
Create Inventory Items Table
The table lists all non-inventory items related to the selected estimate and revision.
The table lists all items from the estimate.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
| Element | Description |
|---|---|
| Selected | If selected, the inventory item will be created when the Process button is clicked. |
| Level | Indication of the type or level of the non-inventory item. The item being estimated will show as level Estimate while all material of the estimate shows as Material. |
| Inventory ID | This is the estimate inventory ID value. A user can change the value as needed but make sure you save the original value as it will be needed when updating the revisions that match the old value to use the new value. A user can change the value to any stock, non-stock, or non-inventory value. If selecting a stock or non-stock item, the process can update the revisions with current stock or non-stock items if the Reuse Existing Inventory ID check box is selected. Estimate level items cannot be created or linked to non-stock items; only stock inventory items can have bills of material or production orders. |
| Description | The items description. |
| Item Class | The item class. The selector should show all (stock and non-stock) and display the stock item as a column in the selector as this controls the item being a stock or non-stock item when processed. |
| Default Warehouse | This value will default from the estimate warehouse value (if a value exists). |
| Base Unit | The default from the estimate UOM. This same value will be used for sales and purchasing units. |
| Tax Category | The default will come from the reference quote or sales order. If one does not exist then the item class is used and if not specified then the estimate class. Otherwise the user must enter in the value as it is required on the stock item page. |
| Posting Class | The default will come from the item class. Otherwise the user must enter in a value. |
| Lot/Serial Class | The default will come from the item class. If empty and the Stock Item check box is selected, this box is required. If non-stock this box is optional. |
| Stock Item | If selected it indicates the item is to be created as a stock item. Otherwise cleared is a non-stock item. This box is disabled and the value comes from the selected item class. |