Overview tab

View current item groups. You can also create, delete, or modify the item groups.

Sales order

Set up account numbers to use for posting item group issues. The accounts are grouped according to Packing slip, Invoice, and Commissionupdates.

Specify a default item sales tax group in the Item sales tax groupfield for items in the selected item group.

Purchase order

Set up account numbers to use for posting item group receipts. The accounts are grouped according to Packing slip, Invoice, Credit note, and Fixed receipt priceupdates.

Specify a default item sales tax group in the Item sales tax groupfield for items in the selected item group.

Inventory

Set up account numbers to use for posting inventory transactions in relation to Fixed receipt priceand Inventory journalupdates.

The Inter-unit payableand Inter-unit receivableaccounts are used to post profit or loss incurred when transferring between different item dimensions within the same site, and when transferring between different sites. Profit or loss can occur different item dimensions have different costs, or if different sites have different costs for the same item.

Production

Set up account numbers for production transactions according to Items in processand Costingupdates.

Setup

Select a default item allocation key to use when you forecast budgets for item groups.

Item group

An identifying code for the item group.

Name

A descriptive name for the item group, such as the name used on reports.

Default item allocation key

The item allocation key that is proposed when forecasts are created for the item group.

Posting

Open the Posting form, where you can handle all account numbers and transaction types related to sales orders, purchase orders, inventory, production, and setup.

Forecasting

Open a menu with the following items:

• Inventory forecast– View the purchase or sales forecasts made for the item group.

• Purchase– View the purchase forecasts made for the item group.

• Sales– View the sales forecasts made for the item group.