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Use this form to create and manage the base data for goods, bills of materials, and services. Company accounts use the base data for purchases, sales, warehouse management, inventory journals, production, and projects.

You must specify an item number, item group, inventory model group, and dimension group. You can choose to specify relations to purchases, sales, warehouse management, production, master planning, projects, and human resources.

You can delete item transactions and items that have no inventory value, and you can change item numbers. You cannot delete an item that has transactions, even if the item transactions have been settled.

Changes to an item's base data in the inventory table do not automatically change base data in other modules.

Note Note

You can use templates to create items with similar setups. For more information, see Create a User template.

Before you use the inventory function of the module, you must adapt it to the specific requirements of the company account by using forms such as , , , , and . There are links between the , , and modules.

To use the module, you must configure it by using the forms in the and modules. You can use the other forms in these modules for additional configuration of the item and of queries.

Tasks that use this form

Navigating the form

The following tables provide descriptions for the controls in this form.

Note Note

Depending on configuration and license keys, some options and fields may be unavailable.

Tabs

Tab

Description

Overview tab

View and modify information about item groups and item types.

General tab

Enter or view additional information about the selected item, including information about product configuration and product builder.

Setup tab

Enter or view information about price updates, item data, physical dimensions, and warehouse management for the selected item.

References tab

Enter or view information about purchase orders, sales orders, bills of materials (BOMs), project categories, production, and item coverage for the selected item.

Enter or view information about prices and discounts for the selected item.

Enter or view additional information about the selected item, such as foreign trade information, measurements, alternative item numbers, ABC codes, and forecast information.

Dimension tab

Select default values for each dimension that appears on all transactions that involve the selected item. You can change the default values on transactions as appropriate.

Buttons

Button

Description

Open the form to view inventory transactions for the selected item.

Open the form to view on-hand inventory for the various inventory dimensions.

Open a menu from which you can set up related or additional data for the selected item.

Open a menu from which you can set up or view trade agreements for the selected item, such as prices, discounts, and supplementary sales and purchase items.

Open a menu from which you can edit dimensions or change the item type of the selected item.

Open a menu from which you can view inquiries about the selected item, such as inquiries about lots, batches, orders, net and gross requirements, and statistics.

Open a menu from which you can view, create, or update purchase and sales forecasts for the selected item.

Open a menu from which you can create or update bills of materials for the selected item.

Open a menu from which you can create or update route operations for the selected item.

Fields

Field

Description

A unique user-defined code that is assigned when items are created. We recommend that you use no special characters or spaces in the item number.

You can set up item numbers to be system-generated by linking the item number to the form. For more information, see Number sequences (form).

The name for each item, which is specified in the form.

Item names are written in different languages and printed on external documents or forms. The customer's and supplier's language codes determine which text is retrieved in the and modules.

Specify a name to use for search purposes if the item number or name is not easy to search for.

When the item name is created, it is copied to the field (without spaces or special characters). It can be overwritten.

NoteSearches are faster when done on Search namesbecause they are indexed. Item namesare not indexed.

The item group that this item belongs to. All items are assigned to an item group when they are created.

Item groups are used with ledger transactions and can be used as printing criteria. They are defined in the form.

The category, or type, that this item belongs to. An item can be one of three types:

Item

Purchased goods that do not require processing to be sold or used in production.

Bill of Materials (BOM)

You can attach routes and a bill of materials (BOM) to items of the type. The BOM can consist of item numbers of all types. In the routes, you can specify the sequence of operations to produce the item. An item number that is produced by using several item numbers is created with the type. If you change the item type to , you can insert BOM lines. When the item type is changed from to or , the BOM lines disappear.

Service

Item numbers of the type are used, for example, hourly services.

Type an optional description of the item.

Select the inventory model group to associate with the item.

Select the inventory dimension group to associate with the item.

This group determines how the item will be planned by its coverage group.

Coverage groups are used to group items with similar characteristics so that they are scheduled in the same manner. The grouping can be based on factors other than the item groups, such as the main supplier or length of the delivery time. For example, all items that are deliverable within seven days can have the same coverage group.

Select the commission group for the item.

You can set up the commission in the form.

Select the group to use for automatic batch number allocation.

Select the group for automatic serial number allocation.

Select a buyer group to associate employees and items.

When you create a purchase by item coverage or by estimating production, the is copied to the purchase header, but only if no buyer group is set up for the supplier. The field is copied to planned orders, shown on reports, and can be used to filter the reports.

Select the packaging group that you want to associate with the item. Packaging groups are used with packaging material and packaging material fees.

Packaging groups are specified in the form.

Select the product model group that the item belongs to.

Select the item price tolerance group to use for Accounts payable invoice matching. For more information, see Set up Accounts payable invoice matching.

This field is available only if the field in the form is selected.

Select a counting group.

Group settings are specified in the form.

If you want to calculate fiscal LIFO, all items must be included in a fiscal LIFO group.

For more information, see (ITA) Set up fiscal LIFO reporting groups.

Select this check box to exclude the current item from fiscal LIFO calculation.

Select a method for calculating the normal value.

For more information about the options, see (ITA) Calculate fiscal LIFO journal lines.

Enter the normal value to be applied if you selected the manual calculation method in the field.

Enter a default configuration that will be proposed on sales, purchase, project, journal, or production lines when the user selects an item.

Set up the default configuration in the form.

Select this check box to display the form when you select a configuration for the current item in other forms. You can also define new configurations in this form.

When this check box is selected, do not use configurations unless you attach a bill of materials to the item.

Select this check box to allow for identical configurations with different specifications.

Example

You have created a men's bicycle configuration for an item. It is configured to use a men's frame and 26-inch wheels. But a variation already exists with this configuration.

Later you create a bicycle item with the same configuration. This causes the men's bicycle to appear in the form. When you click and select , a new configuration is always created. This new form is created either through the form or automatically. If you set up a configuration-number sequence without manual allocation, you can create multiple variations with the same configuration.

Later, you can change the configuration from the form.

Select this check box if the item can be modeled in the module.

Select this check box to hide the Configuration UIdialog box for automatic configuration based on default values.

Select this check box to hide the approval dialog box after acknowledgement of configuration details.

Select this check box to automatically start the Configuration UIdialog box when a modeling-enabled item is entered.

Select this check box to automatically verify that item lines include complete configuration details.

Select this check box to automatically create all new item dimension combinations for an item when a new item dimension is created.

Select this check box to start and maintain the cost–prices–per–item dimension combination.

Enter a default value for the item dimension that will be proposed on sales, purchase, project, journal, or production lines when an item is selected.

Enter a default value for the item dimension that will be proposed on sales, purchase, project, journal, or production lines when an item is selected.

Select this check box if you want the item to be updated automatically with the most recent purchase price, excluding discount and miscellaneous charges.

If this check box is cleared, the purchase price that is set on the tab is not changed, even if the amount of the purchase differs. In that case, you must make any changes to the purchase price manually.

Select this check box to always update the price in the field on the tab to the price for the last receipt from the inventory journal or to the price that is applied when posting negative bill of materials (BOM) reporting-as-finished, where a BOM line is returned to inventory. If this field is not selected, you can only change the production cost manually.

Note Note

If you select the check box, the cost price per combination is updated in the form.

Select the model to use for controlling adjustments of the sales price in the Itemstable.

If you set the model to , the sales price is changed regardless of the production cost or the purchase price.

If you decide to use a fixed contribution ratio, set the field to . In the field, you specify the desired contribution for use in calculating the sales price.

The sales price can also be controlled based on miscellaneous charges. Miscellaneous charges are charges such as freight or fees. They can be added to either the production cost or purchase price depending on the selection in the field. In that case, the value of the field should be the same as the . The percentage is specified in the field. If you enter a value in both and , it only affects the selection in the field. Therefore, if either or are selected, it does not matter to use both fields. If is selected, you do not have to enter values in either the or field.

Note Note

If you have selected or in the field and price in the field, the field in the group on the tab is automatically set to the price unit that is entered in the field in the group. If, instead, you select as , a change in the in the group is immediately updated in in the group. Additionally, the contribution ratio or misc. charges percentage always mirrors both the field and the on the price in the group on the tab.

Select either the purchase price or the cost price as the basis for the calculation of the sales price.

When the value in the field is , the content of the field is irrelevant.

If is selected in the field, enter the margin ratio that is used to calculate the sales price.

If is selected in the field, enter the miscellaneous charges percentage to be added to either the purchase or the cost price.

The volume for one unit of the item in inventory units. This information is used as shipping information when the item's volume is indicated, such as on packing slips.

The amount, in inventory units, on which to calculate packing duty.

The net weight in the selected inventory unit. This information is used for printed records, such as packing slips on which the item's weight is given as shipping information. If the item is of the type BOM, the net weight can be calculated as the sum of the net weight for the items on the bill of materials.

The tare weight of the item for one inventory unit.

The weight of one unit that includes packaging.

The depth of one unit that includes packaging.

The width of one unit that includes packaging.

The height of one unit that includes packaging.

The standard pallet type for the item.

The standard order quantity on a pallet. This is used for inbound only.

If the quantity is available, allow for an output pallet transport to be created.

This is used for outbound only.

If the shipment reservation process can find a pallet on a bulk location with a quantity larger than or equal to this value, and an issue need exists, an output pallet transport is generated.

The quantity per layer on a standard pallet.

The sequence in which to pick the item, in relation to other items. The higher the value, the earlier the item should be picked on the picking route.

The time that is required to pick one package.

The time used to receive items per inventory standard order quantity.

This information is used during item arrival. For more information, see Arrival overview (form).

If tagging is mandatory, select the appropriate level:

Select this check box if pallet tagging is mandatory.

Select the item's miscellaneous charge group for both purchase and sales.

You can create several misc. charge groups. Much like you can create a trade agreement where one or more items are associated with one or more customers or vendors, you can also create and eanble misc. charge groups. The program automatically specifies misc. charges either on sales orders or on purchase orders, because special characteristics are set up for the items. When an order is created, Microsoft Dynamics AX searches for those misc. charges. For more information about misc. charge groups, see Misc. charges groups (form).

Specifies the item's sales tax group.

When you create an item, you specify the item sales tax code for the and groups on the tab. The item sales tax group contains one or more sales tax codes. Sales tax codes contain various kinds of information about a sales tax, such as the percentage, the ledger accounts where posting is to occur, and the name of the sales tax code.

For more information, see Sales tax codes (form)and Sales tax groups (form).

The purpose of the sales tax setup is to manage differentiated taxes and excise taxes on goods. Excise taxes are frequently used in company accounts where the state collects excise taxes on produced or imported goods. Examples of such goods are cigarettes, wine, and heating oil.

In the United States, several different sales tax codes, item sales tax groups, and item sales tax groups are used. Sales tax groups are used with accounts receivable and accounts payable. All sales tax codes that you want to associate with an item sales tax group must be set up in advance.

Example

You set up sales tax codes for Federaltax1, Federaltax2, Local1, Local2, Itemtax1, and Itemtax2. For item sales tax groups, you created ItemTaxGroup1, which contains the sales tax codes ItemTax1, FederalTax1, and Local1; and ItemTaxGroup2, which contains the sales tax codes ItemTax2, FederalTax2, and Local2. The following sales tax groups have been created: TaxGroup1, which consists of FederalTax1 and Local1; and TaxGroup2, which consists of FederalTax2 and Local2. For each item, you must select either ItemTaxGroup1 or ItemTaxGroup2.

Note Note

For countries/regions where there is only one sales tax percentage on items, set up a sales tax group that is set to the same value as the sales tax. Also, create an item sales tax group that is set to the same value as sales tax, and sales tax groups for sales tax (export), tax-free, and import. If your company account will have incoming and outgoing sales tax, you can use the same tax calculation to generate these calculations.

If you operate with concepts such as consumer goods and luxury goods, create a unique sales tax code for each. You must create two sales tax codes both for consumer goods, where the sales tax rate is, for example, 7 percent, and for luxury goods, where the rate is, for example, 15 percent. Similarly, you must set up two item sales tax groups for both consumer goods and luxury goods, in addition to three sales tax groups for sales tax (export), tax-free, and import.

Enter the acceptable overdelivery as a percentage. If the number of items delivered is greater than the number ordered, and the order must be marked as fully delivered, you can set a limit on the percentage of excess goods allowed.

Enter the acceptable underdelivery as a percentage. If the number of items delivered is less than the number ordered, and the order must be marked as fully delivered, you can set a limit on the percentage of undelivered goods allowed.

Select the consumption unit of the BOM item. The consumption unit will be used in the BOM line when you add the item to the BOM.

Enter a constant scrap value. Scrap is calculated in the unit specified in the BOM line, for example, cm or liters. Scrap is used to calculate adjusted raw-material consumption in BOM lines.

For more information, see BOM versions and lines (form).

The variable scrap as a percentage. This value is used as a default when you insert the item in BOMs.

The lowest BOM level at which the item was processed in the last master scheduling. This value is displayed for items that appear in BOMs.

For BOM items, select this check box if the item will be treated like a phantom item.

A phantom item is a kind of pseudo-item that is exploded for productions so that the items that make up the phantom item are shown in the production bill of materials (BOM). The actual phantom item is not used directly after the explosion. The field is used as a proposal when the BOM and production lines are created, and the field in the BOM is automatically set to if you selected the field in the item table. However, the value that is specified on the BOM line always applies. For more information, see .

Select this check box to enable automatic report-as-finished with transactions for the item.

The production pool that the item is a component of. Pools are used as an extra criterion for sorting and are also used with production.

Select the production group to be proposed when you create production orders for an item. Production groups can be used to limit reports and to control posting in the ledger.

Enter or select a code for the item characteristics that are created in the form.

If you select this check box, item gains that are BOM lines with negative sales quantities, must be manually returned in production.

If you do not select this check box, item gains must be automatically placed in inventory when production is started.

Select the method for registering item consumption against a production order. The options are:

  • – Enable automatic consumption when you update a production order to the start phase. This is the default setting for a new item and for an existing item that is updated.

  • – Enable automatic consumption when you update a production order to the report-as-finished phase.

  • – The program does not automatically register consumption. You must manually enter it on the picking list.

You can override this setting in the field on the BOM line.

Note Note

To enable automatic consumption, use this field with the field when you update the production order.

Select the project category that will be proposed when the item number is used in the project module.

Select the calculation group.

If you select this check box, the explosion of the planned purchase and production orders will be stopped at this BOM. Master scheduling generates the planned orders on the BOM itself and not on the items included in the BOM.

If a main vendor exists, select the account number for the main vendor.

If a main vendor is associated with the item, select the account number for the item's main vendor,

You can also click the arrow to display a window that provides more information about vendors. Descriptions of the tabs in the window are provided in the following table.

Tab

Description

All vendors in the system.

All vendors with whom a trade agreement exists on a specific item. The minimum order quantity to begin the agreement, and the duration of the trade agreement.

For a description of this tab, click .

The field is important in connection with item coverage because the planned purchase order for the item is created with this vendor. The field is also helpful for printing items such as purchase statistics and item lists per supplier, and for filtering transactions in the Itemstable.

Note Note

If the field is empty and the Master planning parameter check box is selected, the system searches for a vendor with whom a trade agreement exists. Refine your search by searching for suppliers by or by . For more information and an overview of how purchase lead times are determined in Microsoft Dynamics AX, see About planned purchase order lead times.

Enter a price for the number of units entered in the field. Enter values for these fields in the , , and sections.

The prices can be updated manually or automatically Specify this using the option on the tab in the , , , , , and fields.

In addition, if you select the field on the tab in the form, item issues and receipts are always made at the price specified in the field under the group heading.

Tip Tip

To update the field, press CTRL+S.

Enter the number of units for which the price applies.

For example, if you enter 1 or leave the field blank, the cost applies to one unit of the item. If you enter 100, the price applies to 100 units of the item.

When you enter purchase order lines, sales order lines, and inventory journal lines, the unit price will automatically be converted for the quantity entered for the line.

A miscellaneous charge is a fixed sum added to the price. This is only applied to the Itemstable, compared to purchase, production, and sales.

A miscellaneous charge (misc. charge) is an amount that is added to the price independent of the quantity. In other words, it is a zero-point adjustment to the price. A miscellaneous charge could be production and setup costs, fees, or freight. You can make a miscellaneous charge dependent on quantity by filling in the quantity field and selecting the check box.

Example

A miscellaneous charge of 80 USD is attached to a sales price of 100 USD. When you create an order for the item, the sales price field for the order line displays 100 USD, and 80 USD is added to the balance. When you create an order, all miscellaneous charges are scanned.

The quantity that will be used when allocating the specified miscellaneous charges to the price per unit. This quantity will be used only if the check box is selected.

The date on which the price was last changed. The price can be changed manually or automatically, such as when a purchase order or sales order is updated.

If you select this check box, the miscellaneous charges will be divided by the number in the field, and then added to the price in the field.

You can associate each item number with a line discount group that is used to calculate discounts when you create orders and purchases.

A line discount is proportional to the volume being discounted. For example, when you purchase 10 units, an amount of 50 USD is discounted. When you purchase 20 units, an amount of 100 USD is discounted, and so on. You set up the line discount group for the item here, and specify the actual discount under . You can enter a date interval during which the line discount is valid. You can enter the discount either as a sum or as a discount percentage.

You can associate each item number with a multiline discount group that is used to calculate discounts when you create orders and purchases.

A multiline discount is a bulk discount. It can be applied to a particular variant of an item. For example, if a wholesaler has inventory in several colors that are now out of fashion, a multiline discount can be created for those colors. A multiline discount group named Old Colors can be created that has the item numbers specified. The actual discount value is associated as either a sum or a percentage on the line under the button.

Select this check box to include the item in the calculation of the total discount in the sales order or purchase order.

For example, a total discount could be an order sum that exceeds 10,000 dollars and which therefore prompts a 1,000 dollar discount; or one with the opposite sign, if fees are to be charged.

Select one of the groups that are defined in the or modules.

For example, use supplementary items if the purchase or sale of 100 pieces of an item qualifies for a bonus in the form of an extra item.

For more information, see Supplementary item groups (form)and Supplementary items (form).

The stockkeeping unit for purchase, inventory (inventory journal and production), and sales.

Examples

An item can be purchased in tons, produced in kilos, and sold to customers in bags.

The item is stocked with an item number, and the conversion factors calculate conversions between purchase, production, and sales. With an item number and conversion factors, an item is more easily managed in the context of recording, master scheduling, and coverage planning.

Select this check box to stop intercompany transactions.

Select a company item number. A company item number is a common item identification used in an intercompany organization.

Select a schedule for using an alternative item number for the current item.

Select an alternative item number to use if you select or in the field.

Enter an alternative configuration that is associated with the alternative item number and which can be used if you select or in the field.

Enter an alternative size that is associated with the alternative item number and which can be used if you select or in the field.

Enter an alternative color that is associated with the alternative item number and which can be used if you select or in the field.

Specify the quantity that will be used as a minimum in average settlements when inventory is closed.

You should only specify a value in the field if the company account uses the inventory model or ( ), which is specified in the field in . If you have selected one of the models, but you have not entered a value in the field so that the field is given the value 0, Microsoft Dynamics AX settles the quantity with 0.1 by default.

The item's ABC code for inventory value.

The A, B, and C codes refer to the priority of the division. Inventory value refers to the worth of the items in inventory. For example, A items, which make up 20 percent of the total inventory, account for 70 percent of the total value of inventory. The A, B, and C percentages must total 100 percent.

You can enter the code manually. However, it is frequently the result of an that is run under .

The item's ABC code for marginal income.

The item's ABC code for sales.

The item's ABC code for attachment to inventory.

The A, B, and C codes refer to the priority of the division. Inventory attachment refers to how long an item remains in inventory. For example, A items, which make up 20 percent of the total inventory, are attached to inventory for two weeks. That means that A items are an expense in inventory for two weeks. The A, B, and C percentages must total 100 percent.

The item's code for Intrastat reporting.

For more information, see Intrastat (form).

Additional units are used for reporting to Intrastat on trade between countries in the European Union. The field is used when several items are sold under the same Intrastat code.

A statistic that can be used for Intrastat reporting.

Select the country/region of origin for the item. This information can be attached to the and forms.

Select the state of origin for the item.

The measurement conversion factor for the height dimension.

The measurement conversion factor for the width dimension.

The measurement conversion factor for the depth dimension.

The measurement conversion factor for the density dimension.

Select this check box to include this item in demand planning.

Specify a department.

For more information, see Dimensions.

Specify a cost center.

For more information, see Dimensions.

Specify a purpose.

For more information, see Dimensions.

See Also