To Create an Item Class for Non-Equipment Entities or Items That Are Part of Equipment

When the Equipment Management feature is enabled on the Enable/Disable Features (CS100000) form, you have to create item classes for stock items that are not tracked in the Equipment Management module, as described in the procedure below. You also create item classes for parts of equipment that can be sold under a warranty of equipment. You create an item class for these stock items on the Item Classes (IN201000) form.

For details on item classes, see Item Classes for Equipment and Components.

Before You Proceed

Before you start creating item classes, make sure that the necessary units of measure have been created on the Units of Measure (CS203100) form. If you want to specify different values for the unit conversions, make sure that the Multiple Units of Measure feature is enabled on the Enable/Disable Features (CS100000) form.

To Create an Item Class for Non-Equipment Entities or Items That Are Part of Equipment.

1. Open the Item Classes (IN201000) form.
2. In the Class ID box, enter the identifier to be used for the item class.
3. Optional: In the Description box, enter a brief description of the item class.
4. On the General tab, in the General Settings section, perform the following instructions:
   • Make sure the Stock Item check box is selected.
   • Optional: In the Tax Category box, select the tax category to be assigned by default to new items of this item class.
   • Optional: In the Posting Class box, select the posting class to be assigned by default to new items of this item class.
   • Optional: In the Lot/Serial Class box, select the lot/serial class you want to be used for items of this class.
   • Optional: In the Price Class box, select the price class to be assigned to new items of this service class.
   • Optional: In the Default Warehouse box, select the warehouse that is generally used for receiving and issuing the items of this item class. The selected warehouse will be assigned to new items of this item class by default.
   • In the Availability Calculation Rule box, select the availability calculation rule to be used for calculating the availability of inventory items of this item class.
5. On the General tab, in the Unit of Measure section, do the following:
   • In the Base Unit box, select the unit of measure to be used as the default base unit for items of the item class.
   • In the Sales Unit box, select the unit of measure to be used as the default sales unit for items of the item class.
   • In the Purchase Unit box, select the unit of measure to be used as the default purchase unit for items of the item class.
6. On the Service Management tab, in the Equipment Management section, under Equipment Class, make sure the Part or Other Inventory option button is selected.
7. Click Save on form toolbar.

Notes About the Procedure

The notes in this section describe the nuances of the UI elements available on the form, such as when an element is required and when it is not, and when the system fills in settings by default. This section can include other notes.

Note the following about the Unit of Measure section of the form: If the Multiple Units of Measure feature is disabled on the Enable/Disable Features form, if a unit of measure is selected for any of the boxes, it will be automatically selected for the rest of boxes.