Overview
Items applet allows you to define frequently ordered items for quick reference when creating Purchase Orders.
While optional, Items can be helpful in that they centralize the management of commonly ordered items and pre-define the attributes used on the Purchase Order, including:
| • | Vendor Restriction (e.g. item is purchased exclusively through a designated vendor) |
| • | Unit Cost - Items are attributed a Unit Cost which is used for cost calculation in conjunction with the Quantity when added to the Purchase Order (e.g. Qty * Unit Cost) |
| • | Expense Code - Used when posting to the Purchase Journal |
| • | G/L Base Code for Direct and Overhead expense |
| • | Approval Rules - InFocus supports line-item approval. Approval Rules are used in determining if an item requires approval. |
Active Items are available to any user creating a Purchase Order. Though Items pre-define the line-item attributes, these can be overwritten when being added to the Purchase Order.
Field Descriptions
Toolbar
| • | Save - Saves all Items in the grid |
| • | Refresh - Refreshes grid with recently added items |
Items Grid
| • | Active - When checked, the Item is available for use in creating Purchase Orders |
| • | Item Code - Unique item code |
| • | Description - Item description |
| • | Unit - Unit of measurement an Item represents (e.g. Each, Dozen, Box, Day, etc.) |
| • | Unit Cost - Item cost per unit |
| • | Vendor - Restricts an Item to a designated vendor |
| • | Expense Code - Expense Code to use in Purchase Journal Posting |
| • | Direct Base Code - Direct Base Code to use in Purchase Journal posting. Note, the Item's Direct Base Code will override the Direct Base Code associated with an Item's Expense Code. |
| • | Overhead Base Code - Overhead Base Code to use in Purchase Journal posting. Note, the Item's Overhead Base Code will override the Overhead Base Code associated with an Item's Expense Code. |
| • | Approval Rules - Used to add Approval Rules to an Item (e.g. Purchase Order Line Cost Amount > $1,000.00) |
Additional Fields
In addition to the displayed grid columns, Items makes additional columns available using the column chooser (gear icon). Definitions are listed under the standard Purchasing Columns.
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