IEM - Advanced Job Management

Create item wizard

With the Create Item wizard new items can be created quickly from the Job Item Planning line (or Job Budget Line) by either copying selected information from another item or creating a new item.

Page 1 | To create a new item

  1. click the Create Item action from the Job Item Planning ribbon,
  2. Type a new Description and optionally Description 2
  3. Type a new Item No. or select the number series through the assist edit
  4. Select an option to Copy Details From:
    • Blank – Manually complete the fields mentioned below
    • Item – Copy details from another item
    • Nonstock Item – Copy details from a Nonstock item
    • Template – Complete the new item with details from a template
  5. From which do you want to copy? based on the selected option at 4.
  6. Select a new unit of measure (mandatory field)
  7. Check if you want to have the unit cost calculated

Page 2 | When an item is selected on the first page the following can be checked as information to be copied

  • Dimensions
  • Units of Measure
  • Stock keeping Units
  • Variants
  • Translations
  • Extended Texts
  • BOM Components
  • Sales Prices
  • Sales Line Discounts

Page 3 | The next page of the wizard is pre-filled by the Copy selection from the first page but can be updated

  • Select the Item Category

  • Select the Product Group

  • Gen. Prod. Posting Group

  • Inventory Posting Group

  • VAT Prod. Posting Group

  • Select the Job Cost Type

  • Job Specific Replenishment

  • Job Specific Posting Group (*mandatory)

  • Job Product Group (*mandatory)

    Note: The 2 previous fields are mandatory as we are adding the new item to the Job Item Planning line. Assumed is that this item is created specifically for this Job.

  • Select the Replenishment System

  • Service Item Group

  • Costing method

  • Indirect cost %

  • Price/profit calculation

  • Profit %

  • Price includes VAT

  • Item Disc. Group

  • Allow Invoice Disc.

  • Automatic Ext. Texts

  • Tax Group Code

  • Warehouse Class code

The next pages of the wizard are based on the selected Replenishment System

Page 4 | Purchase

  • Vendor
  • Vendor item number

Page 5 | Production routing

Next page allows the user to set a routing for the item

  • How do you want to assign a routing (existing, Copy From, Create New)
  • Which routing to use
  • Which routing version
  • Number of the new routing
  • Describe your routing

Page 6 | Production BOM

Next page allows the user to set a Bill of Material for the item

  • How do you want to assign a BOM (existing, Copy From, Create New)
  • Which BOM to use
  • Which BOM version
  • Number of the new BOM
  • Describe your BOM

Page 7 | Last Page

  • Finish will complete the wizard, create the item and insert it on the budget/panning line
  • Back will return to page 3
  • Close will leave the wizard without any updates

Return to Quotation and Budgeting Return to Order and Work Preparation