To Create an Item Class for Model Equipment

Model equipment is a stock item that is tracked after it is sold as target equipment. You create an item class for model equipment 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.

If you are creating an item class for equipment with components (and you are going to sell or replace these components), make sure that the component item class has been created in the system. For instructions on how to create a component item class, see To Create an Item Class for Components.

To Create an Item Class for Model 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 Units 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, do the following:
   1. Under Equipment Class, select the Model Equipment option button.
   2. Optional: In the Equipment Type box, select the type related to the target equipment to which this stock item is converted after sale.
   3. If you need to keep track of the serial numbers and warranty information of equipment components, in the table, add components by doing the following for each component:
      1. Click Add Row.
      2. In the Component ID column, type the identifier you want to assign to the component.
      3. Optional: If the component is optional for this model equipment entity, in the Optional column, select the check box.
      4. In the Quantity column, specify the quantity of the component of a stock item of this class.
      5. Optional: In the Description column, type a brief description of the component.
      6. In the Item Class ID column, select the item class related to the component.
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.