Create Item Wizard

Use the Create Item Wizard to create new items quickly from the ProjectBudget line or project item planning line. You can copy selected information from another item, a catalog item, or create a new item from a template.

Page 1

To create a new item:

  1. Select the Create Item action from the ProjectBudget ribbon.
  2. Enter a new Description and optionally Description 2.
  3. Enter a new Item No. or select the number series through the assist edit.
  4. Select an option in Copy Details From:
    • Blank: manually complete the fields below.
    • Item: copy details from another item.
    • Catalog Item: copy details from a catalog item.
    • Template: complete the new item with details from a template.
  5. From which do you want to copy? Based on the option selected in step 4.
  6. Select a new unit of measure (mandatory field).
  7. Select whether you want the unit cost calculated.

Page 2

When an item is selected on the first page, the following information can be selected for copying:

  • 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 based on the copy selection from page 1, but can be updated. Fill in or review the following fields:

  • Item Category
  • Product Group
  • Gen. Prod. Posting Group
  • Inventory Posting Group
  • VAT Prod. Posting Group
  • ProjectCost Type
  • 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 item: fill in the following fields:

  • Vendor
  • Vendor Item Number

Page 5

Production item: routing. 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 item: BOM. 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: complete the wizard, create the item, and insert it on the budget or planning line.
  • Back: return to page 3.
  • Close: leave the wizard without any updates.

See also

Budgeting