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 | The identifier of the estimate. |
| Revision | The revision of the selected estimate. The default value is the last revision based on the most recent revision date. |
| Status | Read-only. The status of the revision. |
| Revision Date | Read-only. The date of the revision. |
| Update All Revisions | A
check box that indicates (if selected) that
all
revisions,
regardless of their status,
will
be updated with the new inventory
ID.
Only
the Inventory ID, Inventory CD, Item
Class, and Description boxes are updated on all
revisions. (Value defaults from preferences.) |
| Reuse Existing Inventory ID | A check box that indicates (if selected) that if an existing item is found in the inventory with the same inventory ID, the system will use it as the source of the ID and continue processing. If this check box is cleared, the process will fail the conversion of that selected line and continue processing the other selected non-inventory items. |
| Copy Detailed Description | A check box that indicates (if selected) that when creating the stock item, the system will copy the estimate detailed description to the new stock item detailed description on the Description tab. (This is not the same as the short item description.) This check box is cleared by default. |
| Copy Files/Image | A check box that indicates (if selected) that when creating the stock item, the system will copy the estimate attached files and images to the new stock item image on Attributes tab. This check box is cleared by default. |
| Copy Notes | A check box that indicates (if selected) that when creating the stock item, the system will copy the estimate notes to the new stock item notes. This check box is cleared by default. |
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 this check box is selected, the inventory item will be created when you click Process. |
| Level | 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 | The estimate's inventory identifier. You 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. You can change the value to any stock, non-stock, or non-inventory value. If you select a stock or non-stock item, the process can update the revisions with the 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 item's 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 tax category of the stock or non-stock item. The default value is copied from the reference quote or sales order. If one does not exist, the value is copied from the item class and if this value is empty,from the estimate class. Otherwise the user must enter in the value as it is required on the stock item page. |
| Posting Class | The posting class of the stock or non-stock item. The default value is copied from the item class. |
| Lot/Serial Class | The lot or serial class of the stock or non-stock item. The default value is copied from the item class. If the value is empty and the Stock Item check box is selected, this box is required. If the Stock Item check box is cleared, this box is optional. |
| Stock Item | A check box that indicates (if selected) that the item will be created as a stock item. If this check box is cleared, a non-stock item will be created. This check box is unavailable and its state is copied from the selected item class. |