Item quantities can be adjusted in Inventory. In this recipe, we will use miscellaneous transactions to adjust Items. Let’s try to enter transactions on some of the controls we have set up. We will try and enter a Miscellaneous Transaction for five paper widgets into Inventory.
The expiration date is generated based on the setting in the Item definition.
Let’s search for the Items in Inventory.
We will use the material workbench to search for the Items:
Items are grouped into logical classifications through categories. Categories can be further grouped into category sets. A default category set can be assigned to a functional area. When an Item is created, it is automatically added to the default category set.
The groupings are mainly used for reporting purposes. Let’s look at how to classify Items using categories.
Let’s list the steps required to create category codes:
Let’s now create the Category Set, add the Category Codes to a new set called ACME Books, and assign it to the PRD20001 Item:
Let’s now assign the categories to the PRD20001 Item:
The structure of the Item category is defined in the Item Flexfield structure and the values are held in the individual Value Sets. The combination of the individual values forms the category code. For example, the structure we used previously is made of two segments, defined in the Flexfield structure. The segments are Family and Class. BOOKS is a value in Family and MISC, NEW, and USED are individual values in Class.
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