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Items - Creating an Inventory Item
Director of Procurement Services
INV Inventory Specialist*
The Director of Procurement Services is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.
IS Inventory
N ® Items ® Master Item
Master Item (GLO)
1. Complete the Master Item header information.
Enter a unique 5-digit number for a new item.
Enter a description of the item.
2. Save your work.
The Item Template will default to the item.
Catalog Assignment
3. Assign a catalog.
4. Complete the Item Catalog form.
Use the list of values to select [ChemStores].
In the value column, enter the appropriate values for each heading (Description, Size, Color, Supplier, Reorder Number).
Descriptions should follow the following naming convention:
The resulting example description is: Glove, powder free, latex, medium, Fisher, #123456.
5. Update the Description.
6. Save your work.
7. Close the window.
8. Enter list price
9. Complete the Purchasing tab.
Enter the list price of the item.
10. Assign your item to an organization.
11. Assign item to CMS 20060 MB-UVA Inventory Organization.
12. Save your work.
13. Assign Min-Max Planning attributes.
14. Change to the General Planning form.
15. Complete the General Planning form.
Enter the minimum and the maximum on-hand quantity for the item.
Select "Buy" from the drop-down list.
Enter the minimum and maximum on-hand quantity for the item.
Subinventory and Locator Assignment
16. Assign a locator and subinventory.
17. Complete the Item Subinventories form.
Use the list of values to assign the item to a subinventory.
Place a check mark in this field.
Enter the minimum on-hand quantity for the item. (Same as entered in step 16.)
Enter the maximum on-hand quantity for the item. (Same as entered in step 16.)
Use the list of values to select the name of the locator.
18. Assign item to "STAGING" Subinventory.
19. Save your work.
20. Close the Item Subinventories window
21. Assign Receiving Subinventory
Click on the Receiving Tab
This is the subinventory assigned previously (not Staging).
22. Click
[
], the Save
icon, on the toolbar to save your work.
23. Assign re-order vendor.
24. Complete the Item Cross Reference Assignment form.
Use the list of values to select the name of the supplier.
Enter the vendor's re-order number for the item.
25. Save your work.
26. Close the Item Cross Reference window.
27. Close the Organization Item window.
28. Close the Organization Assignments window.
29. Close the Master Item window.
IS Inventory
N ® Setup ® Transactions ® Item Transaction
Defaults
B ® New
Item Transaction Defaults
30. Complete the Subinventories region of the Item Transaction Defaults form.
Enter the item number.
Defaults based upon the item number.
Select "Receiving" from the drop down list.
Use the list of values to enter the default subinventory for the item.
31. Change to the Locators form.
32. Complete the Locators region of the Item Transaction Defaults form.
Enter the item number.
Defaults based upon the item number.
Select "Receiving" from the drop down list.
Use the list of values to enter the default subinventory for the item.
Use the list of values to enter the default locator for the item.
33. Save your work.
34. Close the Item Transaction Defaults form.
Adding Items to the Approved Supplier List
IS Inventory
N ® Purchasing
® Approved
Supplier List
Approved Supplier List
35. Complete the Approved Supplier List form.
"Item" will default in this field.
Enter the item number in this field.
Use the list of values to enter the name of the vendor.
Use the list of values to enter the site of the vendor.
36. Change to the Record Details form.
37. Complete the Record Details form.
Select [Yes] from the drop-down list.
38. Save your work.
39. Close all windows and return to the Navigator.
Effective: 05/04/05
Revision: 5mr
Copyright 2004 University of Virginia and Oracle Corporation. All rights reserved.
Oracle® Tutor Copyright © 1997, 2004, Oracle. All rights reserved.