Add New Inventory Items “On the fly” During PO Entry

Purchasing staff sometimes need to enter Purchase Orders for items that do not yet exist in the Item Master. See how to add Items to the Item Master "on the fly" in a controlled and efficient manner while entering a Purchase Order.

 

 

The ability to add Inventory Items during PO entry is controlled by the Default Fields Tab on the Purchase Order Type. The user must also have the appropriate security byte assigned to them.

 

1. There are separate controls for whether the Item Master and Item Location can be created during Line Entry.
2. The Default Item Method to use when creating Items can be set at either Template Item or Item Type Subtype.
3. A default Template Item or Item Type Subtype can then be set.
4. You can control which fields can be entered by staff when creating the new Item.
5. Select fields and identify whether the field is mandatory.

 

 

When entering a PO with a PO Type that allows the creation of Inventory Items, a button will be displayed on the PO line detail screen. This button launches a Create item screen with the required fields for input.

 

 

 

 

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