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Exact Globe+   
 

Creating and maintaining items

Menu paths

  • Inventory ➔ Items ➔ Maintain
  • Projects ➔ Items ➔ Items
  • Invoice ➔ Items ➔ Maintain
  • Order ➔ Items ➔ Maintain
  • Purchase ➔ Items ➔ Maintain
  • Manufacturing ➔ Setup ➔ Items
  • Manufacturing ➔ Setup ➔ Outsourced items
  • Service ➔ Items ➔ Maintain
  • POS ➔ Items ➔ Maintain

Introduction

On this screen, you can create or maintain an item. Each item contains its own data and attributes which you can register and maintain in its own item maintenance card. The information of the item is divided into several categories, which are presented under different tabs: Basics, Purchase/Sales, Financial, Activity, Inventory, Serial/batch, Manufacturing, Doc, Analysis, Extra, and Log.

Items are the heart of your organization as they heavily determine whether your organization will be successful or not. For this reason, Exact Globe Next allows you to keep a lot of information related to an item. Items are used throughout various modules in Exact Globe Next.

When defining a new item, you should at least enter data under the Basics and Extra tabs. The Basics tab is where most of the static information of the item is recorded and maintained. The other tabs are for viewing and entering information for established items. Once saved, you can view or maintain the item via the menu paths listed under the Menu paths section. For more information, see Overview of items.

What version are you using?

The information in this document is applicable to product update 405 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create items?

  1. In the Order/Items/Maintain screen, click New.
  2. Define the relevant fields.
  3. Click Save.

Keep in mind: If there are fields highlighted in red after clicking Save, this means the fields are mandatory.

How do I edit items?

  1. In the Order/Items/Maintain screen, select an item that you want to edit.
  2. Click Open.
  3. Make the required changes.
  4. Click Save.

How do I generate a graphic overview of the item in Microsoft Excel?

  1. In the Order/Items/Maintain screen, select an item.
  2. Click Open.
  3. Click Graph.
  4. Define the criteria.
  5. Click Start.

How do I view the Material Requirements Planning (MRP) of the item?

  1. In the Order/Items/Maintain screen, select an item.
  2. Click Open.
  3. Click MRP. For more information on MRP, see Overview of MRP.

How do I view the transaction card of the item?

  1. In the Order/Items/Maintain screen, select an item.
  2. Click Open.
  3. Click Card. For more information on item cards, see Viewing item transactions.

How do I create a production order for the item?

  1. In the Order/Items/Maintain screen, select an item.
  2. Click Open.
  3. Click Production orders. For more information on production orders, see Creating and maintaining production orders.

How do I create a purchase order for the item?

  1. In the Order/Items/Maintain screen, select an item.
  2. Click Open.
  3. Click Purchase orders. For more information on purchase orders, see Creating and maintaining purchase orders.

How do I create a sales order for the item?

  1. In the Order/Items/Maintain screen, select an item.
  2. Click Open.
  3. Click Sales orders. For more information on sales orders, see Creating and maintaining sales orders.

Fields

Buttons

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 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 13.016.585
 Assortment:  Date: 17-08-2021
 Release:  Attachment:
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