Stock Items to Be Tracked Post-Sale: To Create a Stock Item with No Components

In this activity, you will create a stock item with no components that will be tracked after the item is sold. To do this, you will first create an item class with the Model Equipment equipment class specified, which indicates that the stock items of this class will be tracked post-sale. Then you will create a piece of equipment—a stock item of an equipment class designed for model equipment without components—based on the newly created item class.

Story

Suppose that the SweetLife Service and Equipment Sales Center is planning to sell a range of centrifugal juicers, including models with features like automatic pulp ejection, and to track these items after the sale. Acting as an administrative user, you will create the CENTRIFJUC - Centrifugal Juicers item class with the Model Equipment option button selected. Various centrifugal juicer models will belong to this equipment class, which is intended for items sold without components.

You will then create a specific stock item, JUICE_J22C - Multifruit Centrifugal Juicer J22C, based on this item class. This juicer model, featuring automatic pulp ejection, will be tracked after the sale.

Process Overview

On the Item Classes (IN201000) form, you will create an item class with the Model Equipment option button selected. Then on the Stock Items (IN202500) form, you will create a piece of equipment with no components based on the created item class.

System Preparation

Before you begin performing the steps of this activity, on the MYOB Acumatica website, sign in to a company with the U100 dataset preloaded. You should sign in as a system administrator by using the gibbs username and the 123 password.

Step 1: Creating an Item Class for Equipment

To create an item class, do the following:

1. On the Item Classes (IN201000) form, add a new record and specify the following settings in the Summary area:
   • Class ID: CENTRIFJUC
   • Description: Centrifugal Juicers
2. On the General tab (General Settings section), specify the following settings:
   • Stock Item: Selected
   • Item Type: Finished Good
   • Tax Category: EXEMPT
   • Posting Class: AOL
   • Default Warehouse: EQUIPHOUSE
   • Availability Calculation Rule: ALLOTHER
3. In the Unit of Measure section of the tab, specify the following settings:
   • Base Unit: ITEM
   • Sales Unit: ITEM
   • Purchase Unit: ITEM
4. On the Service Management tab, select Model Equipment under Equipment Class. A stock item of the CENTRIFJUC item class will be tracked after it is sold.
5. On the form toolbar, click Save.

Step 2: Creating a Stock Item with No Components

To create a stock item with no components that will be tracked after it is sold, do the following:

1. On the Stock Items (IN202500) form, add a new record and specify the following settings in the Summary area:
   • Inventory ID: JUICE_J22C
   • Item Status: Active
   • Description: Multifruit Centrifugal Juicer J22C
2. On the General tab (Item Defaults section), select CENTRIFJUC as the Item Class.

   The Type, Tax Category, Posting Class, and Default Warehouse boxes, as well as the boxes in the Unit of Measure section, have been populated with the values from the item class you selected.

3. On the Service Management tab, in the Manufacturer box, select JUICEAPP.

   Notice that the Model Equipment option button on this tab (under Equipment Class) has been selected because this option button is selected for the item class. Unlike most settings specified for the item class, this setting cannot be overridden.

4. On the form toolbar, click Save.