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Stock Items

Form ID: (IN202500)

This form is available only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

Use this form to view or edit information about specific stock items. For more information on stock items, see Stock Items: General Information.

In This Topic [Hide/Show]
Form Toolbar
   Specify New ID Dialog Box
Summary Area
General Tab
   Item Defaults Section
   Warehouse Defaults Section
   Project Defaults Section
   Unit of Measure Section
   Conversion Rules Table
   Physical Inventory Section
Subitems Tab
   Cost Layers (Property 1) Table
   Sublayers (Property 2) Table
Price/Cost Tab
   Price Management Section
   Standard Cost Section
   Cost Statistics Section
Manufacturing Tab
   General Section
   Scrap Section
   Production Order Defaults Section
   Scheduling Section
   Subitem Defaults Section
Warehouses Tab
   Table Toolbar
   Table Columns
Vendors Tab
   Table Columns
Attributes Tab
   Attributes Table Columns
   Lot/Serial Attributes Table
Packaging Tab
   Dimensions Section
   International Shipping Section
   Pacejet Packaging Section
   Shipping Thresholds Section
   Automatic Packaging Section
   Boxes Table
Cross-Reference Tab
   Table Columns
Related Items Tab
   Cross-Sell Assistant Settings Section
Inventory Planning Tab
   Project Defaults
   Production Order Defaults Section
   Replenishment Parameters Section
Deferral Tab
   Deferred Revenue Tab Elements
   Revenue Components Table
Service Management Tab
   Equipment General Warranty Section
   Table Columns
GL Accounts Tab
Restriction Groups Tab
   Table Toolbar
   Table Columns
Description Tab
Salesforce Tab
   Table Toolbar
   Table Columns
eCommerce Tab
   Synchronization Section
   Search Engine Optimization Section
   Sales Categories Table
   Media URLs Table
Side Panel

Back to TopForm Toolbar

The form toolbar and More menu include the buttons and commands described below.

Command Description
BOM Where Used Opens the Where Used in BOM (AM402000) form where you can view the bills of material where this item is used.
This menu command appears only if the Manufacturing feature is enabled on the Enable/Disable Features (CS100000) form.
Change ID Opens the Specify New ID dialog box, in which you can change the ID of the currently selected stock item.
Convert to Non-Stock Item Opens the item on the Non-Stock Items (IN202000), so that you could save it as a non-stock item.
This command does not appear if at least one of the following features is enabled on the Enable/Disable Features (CS100000) form: Manufacturing, Projects, Time Management, Service Management, Payroll.
Inventory Allocation Details Opens the Inventory Allocation Details (IN402000) form and view detailed information on how quantities of the stock item are allocated among warehouses and locations.
Inventory Summary Opens the Inventory Summary (IN401000) form and view summary information on the quantities of the stock item available in the system.
Inventory Transaction Details Opens the Inventory Transaction Details (IN404000) form and view detailed information on inventory transactions.
Inventory Transaction History Opens the Inventory Transaction History (IN405000) form and view detailed information on inventory transactions posted within a selected period.
Inventory Transaction Summary Opens the Inventory Transaction Summary (IN406000) form and view summary information on inventory transactions related to the stock item.
Manage Restriction Groups Navigates to the Restriction Groups by Item (IN103020) form, so that you can view or change the restriction groups that have access to the non-stock item.
Sales Prices Opens the Sales Prices (AR202000) form and view or edit sales prices for the selected stock item.
Update Cost Updates the cost of the current stock item with the Standard valuation method specified on the General tab.
Vendor Prices Opens the Vendor Prices (AP202000) form and view or edit vendor prices for the selected stock item.

Specify New ID Dialog Box

Element Description
Inventory ID New inventory ID for the stock item.
The dialog box contains the following buttons.
OK Closes the dialog box and changes the inventory ID.
Cancel Closes the dialog box without saving changes.

Back to TopSummary Area

In this area, you can enter basic information about a new stock item. You can also select an existing stock item by its ID and view or change its details.

Element Description
Inventory ID The unique alphanumeric identifier of the stock item. The structure of identifiers is defined by the INVENTORY segmented key on the Segmented Keys (CS202000) form.
After this ID has been specified and the stock item has been saved, you can change the inventory ID only by clicking Change ID on the More menu.
Item Status The status of the stock item. You can select one of the following options:
  • Active: The item can be used in sales documents, purchase documents, inventory transactions, purchase requests, and requisitions.
  • No Sales: The item cannot be included in sales-related documents. It can, however, be used in purchase documents, inventory transactions, purchase requests, and requisitions.
  • No Purchases: The item cannot be included in purchase-related documents, purchase requests, and requisitions. It can, however, be used in sales documents and inventory transactions.
  • No Request: The item cannot be used in purchase requests or requisitions, but it can be included in sales documents, purchase documents, and inventory transactions.
  • Inactive: The item cannot be added to any sales documents, purchase documents, inventory transactions, purchase requests, and requisitions.
  • Marked for Deletion: The item is marked for deletion. The item cannot be included in any sales documents, purchase documents, inventory transactions, purchase requests, and requisitions, but the record will be kept in the database if any documents included it.
Description A brief description of the stock item.
Product Workgroup The product workgroup to which the stock item is assigned.
Product Manager The product manager to whom this stock item is assigned for processing.
Template ID The identifier of the template item, if applicable. If the system has inserted a value into this box, the currently selected item is a matrix item that was generated based on the template item whose identifier is specified in this box. You can click the link in this box to open the Template Items (IN203000) form with information about the template item.
This box is displayed only if the Matrix Items feature is enabled on the Enable/Disable Features (CS100000) form.

Back to TopGeneral Tab

By using this tab, you can specify the general settings for the stock item and the unit conversion rules for all units of measure that can be used for the item.

Item Defaults Section

By using these elements, you can establish default settings for the item.

Element Description
Item Class The item class to which the stock item is assigned. The item class provides the default settings for the item. By default, this is the item class specified in the Default Stock Item Class box on the Inventory Preferences (IN101000) form. The Item Classes (IN201000) form is used to define the settings and attributes that are common for the items of the class.
This is a required setting.
When you change an item class for an item and open (not completed) transactions with this item exist in the system, the value from the previous item class will be kept in the Base Unit box to avoid conflicts in calculating item quantity.
Type The type of stock item. You can select one of the following options: This setting has no business logic tied to it in the current version and can be used for informational purposes only.
Is a Kit A check box that indicates (if selected) that this stock item is a kit. The components of the kit can be specified using the Kit Specifications (IN209500) form.
This check box is available only if the Kit Assembly feature is enabled on the Enable/Disable Features (CS100000) form.
Valuation Method The method used for the item for inventory valuation, which by default is the valuation method associated with the item class. You can select another valuation method for the item from the following options:
  • Average: Each item’s unit cost is calculated as the average weighted cost of all items at the warehouses—that is, the total costs of all quantities of the inventory items at the warehouses divided by the total quantity.
  • Standard: Each item’s unit cost is estimated to include some of the indirect and direct costs allocated.
  • FIFO: Each item’s unit costs are recorded in layers, each of which is identified by the receipt date, the quantity, and the purchase price.
  • Specific: Each item’s unit cost is defined by the unit’s purchase price. The unit cost assigned to the item on its receipt will remain the same until the item is issued, used as a component, or sold. This method is used for lot- and serial-tracked items.
Planning Method The planning method used for the stock items. One of the following options can be selected:
  • None: The option that is always available for selection and indicates that neither inventory replenishment nor inventory planning can be used to plan the stock item.
  • DRP: Inventory planning forms can be used to plan the stock item. The option is available for selection if the Distribution Requirements Planning feature is enabled on the Enable/Disable Features (CS100000) form.
  • MRP: Inventory planning forms can be used to plan the stock item and includes production order planning. The option is available for selection if the Materials Requirements Planning feature is enabled on the Enable/Disable Features (CS100000) form.
  • Inventory Replenishment: The inventory replenishment functionality can be used to plan the stock item if the Inventory Replenishment feature is enabled on the Enable/Disable Features (CS100000) form.
    • Only items that have the Inventory Replenishment planning method will appear on the following forms:
This box is available for editing only if the Distribution Requirement Planning, Material Requirement Planning, or Inventory Replenishment feature is enabled on the Enable/Disable Features (CS100000) form.
Tax Category The tax category of the stock item, which by default is the tax category associated with the item class. You can select another tax category if needed.This is a required setting.
The lookup table that opens for this box displays only the tax categories that meet either of the following criteria:
  • The tax category has the Exclude Listed Taxes check box selected on the Tax Categories (TX205500) form.
  • The tax category contains regular taxes—those for which the Direct-Entry Tax check box is cleared on the Taxes (TX205000) form. In this case, the state of the Exclude Listed Taxes check box on the Tax Categories (TX205500) form does not matter.
Posting Class The posting class of the stock item, which by default is the posting class assigned to the item class. You can select another posting class for the item.
You use the Posting Classes (IN206000) form to define posting classes and their properties.
This is a required setting.
Lot/Serial Class The lot/serial class to which the stock item is assigned.
This box appears only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features (CS100000) form.
Auto-Incremental Value The start value for the auto-incremented segment. You use the Lot/Serial Classes (IN207000) form to define this value.
You can set the start value for the auto-incremental segment only if the Share Auto-Incremental Value Between All Class Items option is cleared for the selected class on the Lot/Serial Classes (IN207000) form.
This box appears only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features (CS100000) form.
Country of Origin The default country of origin for the stock item. This value is used for informational purposes only.

Warehouse Defaults Section

This section is available only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form. Here you can specify the default warehouse settings for this stock item.

Element Description
Default Warehouse The default warehouse used to store the stock item with the specified inventory ID.
This box appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form. If the Multiple Warehouses feature is disabled, the MAIN warehouse is the default warehouse.
Default Issue From The location of the warehouse to be used by default to issue the selected stock item.
This box appears only if the Multiple Warehouse Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Default Receipt To The location of the warehouse to be used by default to receive the selected stock item.
This box appears only if the Multiple Warehouse Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Default Putaway To The location of the warehouse to be used by default to put the selected stock item away.
This box appears only if the Multiple Warehouse Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Default Subitem The subitem to be used with this stock item by default when the item either doesn’t have subitems or specifying subitems is not important.
This box is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form.
The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your Acumatica support provider.
Use on Entry A check box that indicates (if selected) that the default subitem will be inserted by default for this stock item on data entry forms.
This box is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form.
The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your Acumatica support provider.

Project Defaults Section

Element Description
Default Cost Code The default cost code that is associated with the item.
This box is shown only if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form.

Unit of Measure Section

In this section, you can select the base unit of measure (UOM) for the stock item. If the Multiple Units of Measure feature is enabled on the Enable/Disable Features (CS100000) form, you can also specify the UOMs to be used as the default sales and purchase units for the stock item, and the conversion rules for these units and other UOMs that can apply to the item. You can select UOMs from the list of those available in the system or type new units of measure that will be used for only this item. For more information, see Units of Measure: General Information.

If you need to change the item’s base UOM (or the sales or purchase UOM, if applicable), make sure that the rules for conversion between old and new UOMs are specified before you can use the item in any new transaction.

Element Description
Base Unit Required. The UOM used as the base unit for this stock item. All other units in the Unit Conversion table are expressed with respect to this unit.
For a new stock item, if a base unit is specified for the item class on the Item Classes (IN201000) form, it is copied to this box as the default unit. You can override this value.
For an existing stock item, you cannot change the base unit if any of the following conditions are met:
Divisible Unit A check box that indicates (if selected) that decimal quantities of the item in the base UOM can be specified in inventory documents (issues, receipts, transfers, and adjustments), shipments, and purchase receipts.
When the check box is cleared, the system validates the quantities of the item, making sure that they are integers, in these documents.
If the Kit Assembly feature is enabled on the Enable/Disable Features (CS100000) form and a user includes stock components with base UOMs for which the check box is cleared in a kit specification, the system validates the quantity of the components included in the kit, making sure each quantity is an integer, when the user attempts to save the specification. When a user assembles or disassembles a kit that includes stock components with base UOMs that are not divisible on the Kit Assembly (IN307000) form, the system validates the quantities of the stock components in the document, making sure that they are integers.
By default, this check box is selected.
Sales Unit The UOM to be used as the sales unit for the stock item. The default value (if any) is specified on the Item Classes (IN201000) form.
This box is displayed only if the Multiple Units of Measure feature is enabled on the Enable/Disable Features (CS100000) form.
This is a required setting.
Divisible Unit A check box that indicates (if selected) that decimal quantities of the item in the sales UOM can be specified in sales orders, shipments, and invoices.
If the check box is cleared, only integer quantities of the item in the sales UOM can be specified in these sales documents. If the item can be sold in other UOMs, the system validates the quantity of each item converted to the sales UOM to be sure that it is an integer. For drop-ship sales, the system does not make sure that each item quantity is an integer.
By default, this check box is selected.
This box is displayed only if the Multiple Units of Measure feature is enabled on the Enable/Disable Features (CS100000) form.
Purchase Unit The UOM to be used as the purchase unit for the stock item. The default value (if any) is specified on the Item Classes (IN201000) form.
This box is displayed only if the Multiple Units of Measure feature is enabled on the Enable/Disable Features (CS100000) form.
This is a required setting.
Divisible Unit A check box that indicates (if selected) that decimal quantities of the item in the purchase UOM can be specified in purchase orders and receipts.
If the check box is cleared, only integer quantities of the item in the purchase UOM can be specified in these purchase documents. If the item can be purchased in other UOMs, the system does not validate the quantity of the item converted to the purchase UOM to be sure that the quantity is an integer.
By default, this check box is selected.
This box is displayed only if the Multiple Units of Measure feature is enabled on the Enable/Disable Features (CS100000) form.
Weight Item A check box that indicates (if selected) that the item is weighted. If this check box is selected, when a user scans the barcode of the item on the Pick, Pack, and Ship (SO302020) form, the system requires the user to enter the item quantity before the user can confirm the line. The entered value is specified as the picked quantity of the line (in Pick mode) or the packed quantity of the line (in Pack mode). For more information about automated picking, packing, and shipping operations, see Automated Warehouse Operations: General Information.

Conversion Rules Table

In the unit conversion table, which is available only if the Multiple Units of Measure feature is enabled on the Enable/Disable Features (CS100000) form, you can define conversion rules between the UOMs specified as the default purchase and sales units and the UOM specified as the default base UOM for the item. You also can specify how other units of measure used for he items can be converted to the default base unit.

Column Description
From Unit The unit of measure for which the conversion parameters are specified.
Multiply/Divide The operation to be performed for unit conversion. You can select the Multiply or Divide option to perform conversions from different units of measure to the UOM specified as the base unit.
Conversion Factor The factor to be used for the unit conversion, along with the conversion operation specified in the Multiply/Divide column.
To Unit The UOM selected as the base unit for the item.
Price Adjustment Multiplier The adjusting multiplier to be used for calculating prices for non-base units of measure for a particular stock item, based on the price specified for the base unit of measure. For more information, see Sales Prices: Price Adjustment Multiplier.
This column is displayed only if the Use a Price Adjustment Multiplier check box is selected on the Sales Orders Preferences (SO101000) form.

Physical Inventory Section

You use these settings to specify information related to physical inventory. This group of settings appears only if the Advanced Physical Counts feature is enabled on the Enable/Disable Features (CS100000) form.

Element Description
PI Cycle The physical inventory cycle assigned to the stock item. The cycle defines how often the physical inventory counts will be performed for the stock item.
ABC Code The ABC code this item is assigned to for the purpose of physical inventories.
Fixed ABC Code A check box that indicates (if selected) that the ABC code assigned to the item should not be changed automatically when ABC code assignments are updated.
Movement Class The movement class this item is assigned to for physical inventories.
Fixed Movement Class A check box that indicates (if selected) that the movement class assigned to the item should not be changed automatically when movement class assignments are updated.

Back to TopSubitems Tab

This tab is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form.

By using the elements on this tab, you can define subitems of the stock item. There are as many tables on this tab as there are segments of the subitem defined for the Subitem segmented key on the Segmented Keys (CS202000) form (typically, no more than three are needed for businesses). Segments of the subitem identify different properties of the stock item, such as color, size, or material. Here, you can select which particular values of each segment are applicable to this stock item.

The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your Acumatica support provider.

Cost Layers (Property 1) Table

This table lists all subitems of the stock item with indication which of them are cost layers.

Element Description
Included A check box that you select to indicate that this value (of the first segment) is applicable to this stock item.
Value The value of the segment.
Description The description of the subitem segment value.

Sublayers (Property 2) Table

These elements hold general pricing information about the item.

Element Description
Included A check box that you select to indicate that this value (of the second segment) is applicable to this stock item.
Value The value of the segment.
Description The description of the subitem segment value.

Back to TopPrice/Cost Tab

You can use the settings on this tab to specify the pending base price and the pending standard cost for the selected stock item, and you can view the cost statistics.

The decimal precision for prices and costs is defined by the number specified in the Price/Cost Decimal Places box on the Company Details tab of the Companies (CS101500) form. If your organization includes multiple companies, the specified precision is used in each company.

Price Management Section

These elements hold general pricing settings for the item.

Element Description
Price Class The item price class associated by default with the stock item. Item price classes, which are used to group stock items with similar price calculation methods, are defined on the Item Price Classes (IN209000) form.
Price Workgroup The workgroup responsible for product pricing. You select the default pricing workgroup to be assigned to the stock item.
Price Manager The manager responsible for the product pricing.
Subject to Commission A check box that indicates (if selected) that commissions should be paid on the sale of the stock item.
The check box is available if the Commissions feature is enabled on the Enable/Disable Features (CS100000) form.
Min. Markup % The minimum markup percentage assigned to the stock item. For more information about specifying markup validation in sales orders, see Sales Prices: Minimum Markup Validation in Sales Orders.
Markup % The percentage of the item cost you add to get the selling price for the stock item.
MSRP The manufacturer’s suggested retail price (MSRP) of the stock item.
Default Price The default price to be assigned to the stock item.

Standard Cost Section

In this section, you can view the standard cost and set the pending cost for the stock item.

Element Description
Pending Cost The pending standard cost for the stock item. You can specify a quantity that is greater than or equal to 0.
Pending Cost Date The date of the planned update of an item’s standard cost.
Current Cost A read-only box that displays the current standard cost for the stock item.
Effective Date A read-only box that shows the date copied from the Pending Cost Date when the cost of the stock item has been updated. The new cost is used by the system immediately after the cost has been updated and regardless of this date.
Last Cost A read-only box showing the last standard cost defined for the stock item.

Cost Statistics Section

These read-only elements show the cost statistics.

The costs in this section are not updated by items that are received, assembled, or disassembled in a location that has the Cost Separately check box selected in the Location Table table on the Warehouses (IN204000) form.

Element Description
Last Cost The unit cost of the stock item in one of the following documents:
  • Released inventory receipt
  • Released kit assembly (if the item is a stock kit)
  • Released kit disassembly (if the item is a kit component)
  • Released adjustments (if the quantity and unit cost in the adjustment are greater than 0)
The system inserts the cost for this box from the latest released document. You can review the list of released documents by date and the unit cost of the item in these documents on the Inventory Transaction History (IN405000) form.
Average Cost A read-only box that displays the average cost for the stock item.
If the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form, this cost is the average cost across all the warehouses. The system uses this unit cost during a physical inventory count at a warehouse if a stock item does not yet have any average cost at this warehouse.
Min. Cost A read-only box that displays the minimum cost for the stock item.
Max. Cost A read-only box showing the maximum cost for the stock item.

Back to TopManufacturing Tab

You use this tab to specify the default settings for the stock item for planning and production.

This tab is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features (CS100000) form.

General Section

Element Description
Default BOM ID The default bill of material used to produce the stock item. You can specify the default bill of material if you have more than one active bill of material for this item. You can also click the Edit button to create a new BOM. The system specifies the default warehouse in the Warehouse tab of the Bill of Material (AM208000) form.
View Opens the default bill of material on the Bill of Material (AM208000) form.
Planning BOM ID The default bill of material that the system uses in inventory planning. If this box is empty, the system uses the bill of material specified in the Default BOM ID box. You can also click the Edit button to create a new BOM. The system specifies the default warehouse in the Warehouse tab of the Bill of Material (AM208000) form.
View Opens the planning bill of material on the Bill of Material (AM208000) form.
Configuration ID The configuration definition for the stock item.
This box is displayed only when the Product Configurator feature is enabled on the Enable/Disable Features (CS100000) form.
Source for Production Order The default source of the stock item when it is used as a material for a finished item. For materials with this item specified on the Materials tab of the Production Order Details (AM209000) form, this option determines whether the system inserts the default settings and which default settings it uses. You can select one of the following options:
  • No Default: No default settings will be specified for a material with this item on the Materials tab of the Production Order Details form. (The system inserts this option when you create an item, but you can select another option.)
  • Production: The system will select the Mark for Production check box for a material with this item on the Materials tab of the Production Order Details form. For materials with this check box selected, you can use the Create Production Orders (AM510000) form to mass-create production orders for materials.
  • Purchase: The system will select the Mark for PO check box for a material with this item on the Materials tab of the Production Order Details form. For materials with this check box selected, you can use the Create Purchase Orders (PO505000) form to create purchase orders for multiple vendors and production orders.
Make to Order Item A check box that indicates (if selected) that the Mark for Production check box is automatically selected in the production order on the Production Order Details (AM209000) form when a line with this item is added to a sales order. For more information, see Production Processing: Production for Sales.
Quantity Round Up A check box that indicates (if selected) that the system rounds up the required quantity to the next integer in the following documents and options: forecasts, bills of material, estimates, production details, configuration feature options, and configuration options.
For more information, see Bills of Material: Operations.
CTP Item A check box that indicates (if selected) that the item is included in the capable to promise calculation.
This check box is displayed only when the Advanced Planning and Scheduling feature is enabled on the Enable/Disable Features (CS100000) form.

Scrap Section

The settings in this section define the default scrap warehouse and location for the selected stock item at the specified warehouse when the Item value is specified in the Scrap Source box on the Production Order Types (AM201100) form. We recommend that you create a separate warehouse for quarantined scrap. For details, see Configuration of Scrap, Waste, and By-Products in Production: Scrap Quarantine.

Element Description
Scrap Warehouse The warehouse that the system uses by default for scrap in production orders in which the warehouse matches the one in the Warehouse box of the Selection area.
The box is displayed only when the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
Scrap Location The warehouse location that the system uses by default for scrap in production orders.
The box is displayed only when the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.

Production Order Defaults Section

This section is displayed only if the Manufacturing or Material Requirements Planning (or both) and Inventory Replenishment features are enabled on the Enable/Disable Features (CS100000) form and the planning method for the stock item is Inventory Replenishment.

Element Description
Source The source of replenishment used for items of the class. One of the following options can be selected:
  • None: By default, no replenishment is required for items of the class with this replenishment class.
  • Purchase: By default, the items of the class for the stock replenishment will be purchased in the quantities calculated based on the replenishment settings.
  • Manufacturing: By default, the items for the stock replenishment will be manufactured. The inventory planning process uses the bill of material for these items to determine component requirements.
  • Transfer: By default, the items of the class will be transferred from a source warehouse to replenish their stock in the demand warehouse.
    • This option appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
  • Drop-Shipment: No actual replenishment is performed for items of the class. By default, the items will be purchased through drop-shipment purchase orders, and the purchased goods will not be received at your company’s warehouse.
    • This option appears only if the Drop Shipments feature is enabled on the Enable/Disable Features (CS100000) form.
  • Purchase to Order: No actual replenishment is performed for items of the class. By default, the items will be purchased only in the quantities required to fulfill customer orders.
    • This option appears only if the Sales Order to Purchase Order Link feature is enabled on the Enable/Disable Features (CS100000) form.
  • Kit Assembly: The item is a kit and will be assembled on the Kit Assembly (IN307000) form. The inventory planning process will generate the demand requirements for the stock components of the kit according to the kit specification.
    • This options appears only if the Kit Assembly feature is enabled on the Enable/Disable Features (CS100000) form.
Min. Order Qty. The minimum order quantity for the item of the class. The default value is 0.
Max. Order Qty. The maximum order quantity for the item of the class. The default value is 0.
Lot Size The lot size, which the system uses to apportion fixed costs, such as fixed labor costs and fixed overhead costs. The system copies the lot size from the Lot Size box of the box of the Item Classes (IN201000) form. The default value is 0.
Manufacture Lead Time The number of days required for transferring goods from the source warehouse. The default value is 0.This box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features (CS100000) form.

Scheduling Section

Element Description
Check for Material Availability A check box that indicates (if selected) that the item is considered a constraint in advanced planning and scheduling. For details, see Checking of Material Availability..
The check box is displayed only when the Advanced Planning and Scheduling feature is enabled on the Enable/Disable Features (CS100000) form.

Subitem Defaults Section

In this section, you can specify the default settings for subitems of the selected stock item in the specified warehouse.

This section is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form.

The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your Acumatica support provider.

Element Description
Warehouse The warehouse in which the subitem is produced.
Subitem The subitem identifier.
Def A check box that indicates (if selected) that the bill of material in this row is the default for this subitem. You can have multiple bills of material for a subitem, but one must be the default.
Default BOM ID The default bill of material that the system uses to produce the subitem.
You can specify a different bill of material for each subitem, or if the Allow Empty BOM Item Sub Item ID is selected on the BOM Preferences (AM101000) form, you can use a single bill of material for all subitems and leave this column empty.
Planning BOM ID The planning bill of material that the system uses in inventory planning for this subitem. If the value in this column is empty, the system uses the bill of material specified in the Default BOM ID box.

Back to TopWarehouses Tab

The Warehouses tab displays information about the availability of the item at various warehouses and about warehouse-specific properties of the item. You can change these settings on the Item Warehouse Details (IN204500) form.

This tab is available only if the Multiple Warehouses features is enabled on the Enable/Disable Features (CS100000) form and if the planning method is Inventory Replenishment.

Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Add Warehouse Detail Navigates to the Item Warehouse Details (IN204500) form, where you can add warehouse-specific details of the item.

Table Columns

Column Description
Default A check box that indicates (if selected) that this is the default warehouse for the stock item.
Warehouse The warehouse where the stock item is available.
Default Receipt To The location where the stock item is received by default. You specify this location on the General tab of the current form or on the Item Warehouse Details (IN204500) form.
Default Putaway To The location where the stock item is put away by default. You specify this location on the General tab of the current form or on the Item Warehouse Details (IN204500) form.
Default Issue From The location from which the stock item is issued by default. You specify this location on the General tab of the current form or on the Item Warehouse Details (IN204500) form.
Status The status of the warehouse.
Inventory Account The default General Ledger account to be used for transactions related to the stock item. This account can be defined for the warehouse on the Item Warehouse Details (IN204500) form.
Inventory Sub. The default General Ledger subaccount to be used for transactions related to the stock item. This subaccount can also be defined for the warehouse on the Item Warehouse Details (IN204500) form.
Product Workgroup The product workgroup for this stock item, which is defined in the Summary area of this form.
Product Manager The product manager assigned to this stock item, which is defined in the Summary area of this form.
Override Product Manager A check box that indicates (if selected) that the product manager can be overridden for this stock item.
Override Std. Cost A check box that indicates (if selected) that the standard cost may be overridden for this stock item.
This option is assigned on the Price/Cost tab of the Item Warehouse Details (IN204500) form.
Price Override A check box that indicates (if selected) that the price can be overridden for this stock item.
This check box is also assigned on the Price/Cost tab of the Item Warehouse Details (IN204500) form.
Qty. on Hand The quantity of this item available (on hand) at the warehouse. This value is calculated based on the availability calculation rule specified for the item class on the Item Classes (IN201000) form.
Override Preferred Vendor A check box that indicates (if selected) that you may choose a vendor other than the preferred vendor for the item replenishment in this warehouse.
Preferred Vendor The preferred vendor for this stock item when stocked at this warehouse, as specified on the Item Warehouse Details (IN204500) form.
Override Replenishment Settings A check box that indicates (if selected) that you may change replenishment settings for this item at this warehouse.
This column appears only if the Inventory Replenishment feature is enabled on the Enable/Disable Features (CS100000) form.
Seasonality The seasonality settings used for this item at this warehouse, by their ID.This column appears only if the Inventory Replenishment feature is enabled on the Enable/Disable Features (CS100000) form.
Replenishment Source The source for the item replenishment, which can be one of the following options: None, Purchase, Transfer, Drop Shipment, or Purchase to Order. For more information on these options, see the Inventory Planning tab.
This column appears only if the Inventory Replenishment feature is enabled on the Enable/Disable Features (CS100000) form.
Replenishment Warehouse The warehouse for replenishment as follows:
  • If Purchase is selected in the Replenishment Source box, this is the warehouse to handle centralized purchasing for replenishment.
    		• If replenishment of the item is to be performed by purchasing directly to the demand warehouse, select no warehouse in this box.
  • If Transfer is selected in the Replenishment Source box, this is the warehouse to be used as the source of replenishment by transfers.
This column appears only if the Inventory Replenishment feature is enabled on the Enable/Disable Features (CS100000) form.
Override A check box that indicates (if selected) that you may change the service level for this item. This column appears only if the Inventory Replenishment feature is enabled on the Enable/Disable Features (CS100000) form.
Service Level (%) The service level assigned to this item at this warehouse.This column appears only if the Inventory Replenishment feature is enabled on the Enable/Disable Features (CS100000) form.
Last Forecast Date The date when the forecast for this item was calculated last.
This column appears only if the Inventory Replenishment feature is enabled on the Enable/Disable Features (CS100000) form.
Daily Demand Forecast The daily demand for the item at this warehouse according to the forecast.
This column appears only if the Inventory Replenishment feature is enabled on the Enable/Disable Features (CS100000) form.
Daily Demand Forecast Error (STDEV) The standard deviation error calculated for the forecasted daily demand.
This column appears only if the Inventory Replenishment feature is enabled on the Enable/Disable Features (CS100000) form.

Back to TopVendors Tab

In the table on this tab, you can add each of the vendors from which the item is or can be purchased; you can also view each vendor’s price and the terms of the order quantity schedules suggested by the vendor.

The list of vendors and the last vendor price for the item can be updated automatically on the entry or release of specific vendor documents, depending on which option is selected in the Vendor Price Update box (Pricing tab) of the Accounts Payable Preferences (AP101000) form. You also can manually add any vendor from which the item can be purchased in the future. If a vendor is added to the list either automatically or manually for the item, the system will add this item to the vendor catalog on the Vendor Inventory (PO201000) form. Similarly, if you delete a vendor that is listed on this tab, the item is deleted from the vendor catalog for this vendor.

The table toolbar has only standard buttons.

Table Columns

Column Description
Active A check box that indicates (if selected) that the vendor is active.
Default A check box that indicates (if selected) that the vendor is the main supplier of the item and should be used by default in purchase requests created for this item.
The system inserts this vendor into the Vendor column on the Create Purchase Orders (PO505000) form for a purchase request line created from a sales order line that has the Mark for PO check box selected and the Purchase to Order or Drop-Ship option selected in the PO Source column on the Sales Orders (SO301000) form.
The Default check box can be selected only for one line. If there are more than one line with the same vendor on the Vendors tab of the current form—that is, if a vendor has several locations from which you purchase the stock item, the system adds a separate line for each location—into the Location column on the Create Purchase Orders (PO505000) form, the system inserts the location that has the lowest price in the Last Vendor Price column on the Vendors tab of the current form even if the Default check box is selected for another line.
However, if two or more locations have the same lowest price, and for one of them the Default check box is selected, the system inserts this location into the to the Location column on the Create Purchase Orders (PO505000) form when a purchase request is created.
Vendor ID The ID of the vendor.
The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true:
  • The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted.
  • A branch, company, or a company group is specified in the Restrict Visibility To box for the vendor, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the selected branch, or the Company Details tab of the Companies (CS101500) form for the selected company or a company within the company group.
Vendor Name The name of the vendor from which the item is purchased.
Location The vendor’s location from which the item is purchased, which by default is the vendor’s default location. These locations are defined for the vendor on the Vendor Locations (AP303010) form.
This column appears only if the Business Account Locations feature is enabled on the Enable/Disable Features form.
Warehouse The warehouse to receive the items from this vendor.
Subitem The subitem used with the inventory ID for the stock item.
This column is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form.
The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your Acumatica support provider.
Purchase Unit The UOM that had been specified for a stock item in a released AP bill in the UOM column on the Details tab of the Bills and Adjustments (AP301000) form.
For each new UOM specified for the stock item in released AP bills, a new line is added to the Vendors tab. The UOM specified in this column is not copied to the UOM column on the Details tab of the Purchase Orders (PO301000) form when you create a new purchase order that includes this stock item.
Vendor Inventory ID The alternate inventory ID used by vendor for this item (with the specified subitem). By default, the system inserts the vendor ID that has been specified in the Vendor Inventory ID column of the Vendor Inventory (PO201000) form, but you can override the value. If you enter or update this ID, the system copies this alternate ID to the Vendor Inventory ID column of the Vendor Inventory (PO201000) form.
Lead Time (Days) The lead time for the selected vendor location. This read-only column displays the lead time defined for the vendor location on the Location Details tab of the Vendor Locations form.
Override A check box that indicates (if selected) that the values in the following columns may be overridden for specific subitems: Add. Lead Time, Min. Order Qty., Max. Order Qty., Lot Size, and EOQ. You can change the values in these columns only if this check box is selected.
Add. Lead Time (Days) The additional lead time for the selected vendor, which represents the additional time required by the vendor to produce, assemble, and dispatch the items. This value is added to the Lead Time value to calculate the resulting lead time required to deliver the purchased item from the vendor’s location to your company’s warehouse.
Min. Order Freq. (Days) The minimum purchase frequency for the item when it is purchased from this vendor.
Min. Order Qty. The minimum order quantity for the item when it is purchased from this vendor. The system uses this value when a user prepares replenishment requests on the Prepare Replenishment (IN508000) form.
Max. Order Qty. The maximum order quantity for the item when it is purchased from this vendor. The system uses this value when a user prepares replenishment requests on the Prepare Replenishment (IN508000) form.
Lot Size The lot size for the item when it is purchased from this vendor.
EOQ The economic order quantity when the item is purchased from this vendor. This value represents the quantity on the order that minimizes the total inventory holding costs and ordering costs.
Currency ID The currency of the last vendor price used by the vendor for the UOM specified in the Purchase Unit column. The system inserts the Currency ID it copies from the Currency ID box on the Financial tab of the Vendors (AP303000) form. The value in the Currency ID column is read-only and you cannot edit it.
Last Vendor Price A read-only column showing the last vendor price used in transactions for this stock item. The UOM is specified in the Purchase Unit column. The system may automatically update this price on the entry or release of specific vendor documents, depending on which option was selected in the Vendor Price Update box (Pricing tab) of the Accounts Payable Preferences (AP101000) form.
Prepayment Percent The prepayment percent that may be used when a prepayment request is created for a purchase order for this vendor with this stock item. This percentage, if used, is applied to the lines with this stock item in a prepayment request created from a purchase order.
For more information, see Prepayments for Purchase Orders: Calculation of the Prepayment Amount.

Back to TopAttributes Tab

You use this tab to view and enter additional information about the stock item, such as attributes, lot or serial attributes, and sales categories. Attributes are qualities or characteristics that are important to your company; they are defined on the Attributes (CS205000) form. Lot or serial attributes are those specified for units of an item with particular lot or serial numbers.

Attributes Table Columns

In this table, you can view the attributes and their values that are specific for the item. The attributes listed here are those defined for the item class on the Attributes tab of the Item Classes (IN201000) form.

Column Description
Attribute The attribute available for this item. The list of attributes is defined for the item class.
Required A check box that indicates (if selected) that the attribute value is required for the item.
Category The category of the attribute, which is one of the following:
  • Attribute: The attribute is a general attribute; it is not intended to be used for generating matrix items.
  • Variant: The attribute is used for generating matrix items
This column is displayed only if the Matrix Items feature is enabled on the Enable/Disable Features (CS100000) form.
Value The value of the attribute specific to the item.

Lot/Serial Attributes Table

This table is shown only if both of the following conditions are met:

  • The Lot/Serial Attributes feature is enabled on the Enable/Disable Features (CS100000) form.
  • The stock item has a lot or serial class with the following settings:
    • Tracking Method: Track Serial Numbers or Track Lot Numbers
    • Assignment Method: When Received

In this table, you can view and change the set of lot or serial attributes for the stock item. The attributes listed in this table are those that have been defined for the lot or serial class of the item on the Attributes tab of the Lot/Serial Classes (IN207000) form.

  • You cannot delete a lot or serial attribute from this table if at least one unit of a stock item with a lot or serial number has been received to stock and values have been specified for its attributes.
  • If the set of attributes is changed for the lot or serial class of the item, the attributes in this table are updated.

The table toolbar has only standard buttons.

Column Description
Active A check box that indicates (if selected) that values can be specified for this attribute on forms that include lot or serial attributes.
Attribute ID The name of the attribute.
If you are adding an attribute, you can select an attribute that has been created on the Attributes (CS205000) form.
Description The description that has been specified for the attribute.
Required A check box that indicates (if selected) that you must specify an attribute value for the unit or units of the item.By default, the system copies the state of the check box from the Lot/Serial Classes (IN207000) form.
You can override the default state of this check box.
Control Type The type of control (element) that has been defined for the attribute, which is one of the following: Text, Number, Combo, Check box, Multiselect Combo, Checkbox, Datetime, or Selector.
Sort Order A number representing the order of this attribute when lot and serial attributes for this item are shown on forms. By default, the attributes are arranged in ascending order by attribute ID. You should specify 1 for the first attribute you want to be shown, 2 for the second, and so on. (By default, this column is hidden.)

Back to TopPackaging Tab

On this tab, you add information about the item properties that can be used for packaging. For more information, see Automatic Packaging for Integrated Carriers.

Dimensions Section

You use these settings to specify the weight and volume of the base unit of the item.

Element Description
Length The length of the item, which is sent to the Pacejet carrier service for automatic packaging when you confirm a shipment with this item on the Shipments (SO302000) form.This box appears only if the Pacejet feature is enabled on the Enable/Disable Features (CS100000) form.
Height The height of the item, which is sent to the Pacejet carrier service for automatic packaging when you confirm a shipment with this item on the Shipments (SO302000) form.This box appears only if the Pacejet feature is enabled on the Enable/Disable Features (CS100000) form.
Width The width of the item, which is sent to the Pacejet carrier service for automatic packaging when you confirm a shipment with this item on the Shipments (SO302000) form.This box appears only if the Pacejet feature is enabled on the Enable/Disable Features (CS100000) form.
Linear UOM The linear UOM of the item, which is sent to the Pacejet carrier service for automatic packaging when you confirm a shipment with this item on the Shipments (SO302000) form.This box appears only if the Pacejet feature is enabled on the Enable/Disable Features (CS100000) form.
Weight The weight of the item.
Weight UOM The unit of measure for the weight of the item.
In this box, you can select the following units of measure:
  • The unit of measure specified in the Weight UOM box on the Company Details tab of the Companies (CS101500) form
  • The units of measure that have a conversion rule defined on the Units of Measure (CS203500) form between them and the unit of measure in the Weight UOM box of the Companies form
Volume The volume of the item.
Volume UOM The unit of measure for the volume of the item.
In this box, you can select the following units of measure:
  • The unit of measure specified in the Volume UOM box on the Company Details tab of the Companies (CS101500) form
  • The units of measure that have a conversion rule on the Units of Measure (CS203500) form between them and the unit of measure in the Volume UOM box of the Companies form

International Shipping Section

Element Description
Tariff Code The six-digit tariff code, which complies with the Harmonized System of tariff nomenclature standardized by the World Customs Organization.This box is available only if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form.
Commodity Code Type The type of a commodity code for the item, which can be one of the following: HS, HTS, HSN, NCM, or UNSPSC.
Commodity Code The commodity code for the item.

Pacejet Packaging Section

This section contains elements that classify the stock item in ways used by the Pacejet platform. These classifications are used for less-than-truckload (LTL) and international shipping. You can find the classification lists in your Pacejet account.This section appears only if the Pacejet feature is enabled on the Enable/Disable Features (CS100000) form.

Element Description
Tariff Code Group The code of the item’s tariff group.
Commodity Name The commodity code of the item.
Product Code The product code of the item.
Product Subcode The product subcode of the item.
Hazardous Material Code The hazardous material code of the item.
Manufacturer’s Package A check box that indicates (if selected) that the item is in the manufacturer’s package and no additional box is required.

Shipping Thresholds Section

In this section, you can specify the thresholds the system uses for calculating the completeness of sales orders based on the quantity of items that are shipped.

Element Description
Undership Threshold (%) The minimum percentage of goods shipped (with respect to the ordered quantity) for the system to mark the order as completely shipped. This setting is not applicable to items with serial or lot numbers specified; these items should be shipped in the precise quantities in which they are ordered.
This setting is used to provide the default value for sales orders.
Overship Threshold (%) The maximum percentage of goods shipped (with respect to the ordered quantity) allowed by the customer. This setting is not applicable to items with serial or lot numbers specified; these items should be shipped in the precise quantities in which they are ordered.
This setting is used to provide the default value for sales orders.

Automatic Packaging Section

This section is available only if the Automatic Packaging feature is enabled on the Enable/Disable Features (CS100000) form.

Column Description
Packaging Option An option that the system uses to automatically determine the optimal set of boxes for this item for each sales order. You can select one of the following options:
  • Manual: To let the user select boxes for the items at the user’s own discretion.
  • By Weight: To select the appropriate boxes by item weight on the order. In the Boxes table (which appears when you select this option), you select the boxes and enter the maximum weight (measured in the specified UOMs) that each box can hold. An item with this option selected can be combined in a box with other items if the Pack Separately option is not selected for the item.
  • By Quantity: To select appropriate boxes by item quantity for the order. With this option selected, the item will be always packed separately from other items. (The Pack Separately check box will be selected automatically for the item and will not be available for editing.) In the Boxes table (which appears when you select this option), you select the boxes and enter the quantities (measured in the specified UOMs) that can fit into each box.
  • By Weight & Volume: To select boxes for this item by weight and by volume. This option is intended for items that can be packed with other items. If you select this option, do not select the Pack Separately option. In the Boxes table (which appears when you select this option), you select the boxes and enter the maximum weight and maximum volume of each box.
Pack Separately A check box that indicates (if selected) that this item should be packed separately from other items.
This check box is available for selection if By Weight is selected as the packaging option.

Boxes Table

In the Boxes table, you can select the boxes to be used for automatic packaging. This table is available if the By Weight, By Quantity, or By Weight & Volume option is selected in the Packaging Option box.

Column Description
Box ID The identifier of the type of box defined on the Boxes (CS207600) form.
Description A description of the box.
UOM The sales unit of measure of the item.
Qty. The quantity of items that can fit into a box of the type.
Max. Weight The maximum weight a box of the type can hold.
Max. Volume The maximum volume of items that can fit into a box of the type.
Max Qty. The maximum quantity of items that can fit into a box of the type. If the By Weight or By Weight & Volume option is selected in the Packaging Option box, the system calculates this quantity automatically based on the following:
  • The item dimensions specified in the Dimensions section
  • The Max Weight and Max. Volume of a box of the type

Back to TopCross-Reference Tab

Use the Cross-Reference tab to maintain cross-references between the inventory ID of the stock item used in your company and identifiers used by your vendors and customers for the item. If subitems are used in your system, for each subitem available for the item, provide references to alternate IDs and barcodes used by customers or vendors. For details on using barcodes, see Barcode Support.

The table toolbar has only standard buttons.

Table Columns

Column Description
Subitem The subitem code available for the stock item.
This column is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form.
The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your Acumatica support provider.
Alternate Type The type of alternate codification used for the item or the subitem of the item if applicable. You can select one of the following options:
  • Customer Part Number: Use this type to maintain the cross-reference between the inventory ID (and subitem, if applicable) and the customer part number.
  • Vendor Part Number: Use this type to maintain the cross-reference between the inventory ID (and subitem, if applicable) and the vendor part numbers.
  • Global: Use this type to maintain the cross-references between the inventory ID (and subitem, if applicable) and the global codification.
  • Barcode: Use this type to specify a barcode for the inventory ID (and subitem code, if applicable).
  • GTIN/EAN/UPC/ISBN: You use this type to specify or scan a Global Trade Item Number (GTIN) for the inventory ID by using any of the following barcodes: European Article Number (EAN), Universal Product Code (UPC), or International Standard Book Number (ISBN).
    • The GTIN/EAN/UPC/ISBN type works the same way as the Barcode type does. You can select this option for better visibility of the barcodes of the EAN, UPC, and ISBN types assigned to an item in the commerce systems.
    For BigCommerce, the barcodes of the EAN and UPC types can have only numeric values of 8, 12, 13, or 14 symbols. The barcodes of the ISBN type can have only numeric values up to 14 symbols.
  • External SKU: You use this type to maintain the cross-reference between the inventory item and an item in the eCommerce systems.
Vendor/Customer The vendor or customer (by its ID) that uses the alternative identification for this stock item (and subitem, if applicable).
You can select a vendor or customer only if the Vendor Part Number or Customer Part Number option is selected in the Alternate Type box, respectively.
The list of customers and vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. For more information about the visibility restrictions, see Customer Visibility: General Information and Vendor Visibility: General Information.
Alternate ID The alternate ID of the stock item (under the specified inventory ID and subitem) as used by the vendor or customer.
UOM The unit of measure linked to this alternate ID. The system will specify this unit of measure by default in document lines that users enter by using this alternate ID.
Description Any comments applicable to the specified cross-reference.

Back to TopRelated Items Tab

In the table on this tab, you can specify items related to the item selected on the form, which can be considered the original item. The relations between items can be used, for example, to define a specific section of a web store where related items are displayed in the ecommerce integration scenarios (with informational labels such as Other Users Bought or Services). If you specify related items, when the original item is added to a document on the Details tab of the Sales Orders (SO301000) or Invoices (SO303000) form, information about the original item's related items will be displayed in the Related Items column.

For each related item you list on the current tab, you can specify the type of relation and the tag (informational label). The default lists of relations and tags consist of those that are typically used in the ecommerce industry; you can extend these lists by using customization. You design the mapping between relation types and tags in the web store during the implementation of the ecommerce integration.

This tab is displayed only if the Retail Commerce or Related Items feature is enabled on the Enable/Disable Features (CS100000) form.

The table toolbar has only standard buttons.

Column Description
Relation The type of relation between the item in the row and the original item selected on the form. You can select any of the following options:
  • Cross-Sell: This related item can be sold along with the original item in order to increase the value of a sale. For example, you can specify a cover for a laptop as a cross-sell item for a laptop.
  • Up-Sell: This related item can be sold instead of the original item in order to increase the value of a sale. For example, you can specify the latest model of a laptop as an up-sell item for an out-of-date laptop.
  • Substitute: This related item can be sold instead of the original item if the original item is out of stock so that a sale can still happen. For example, you can specify a similar model of a laptop as an substitute item for the original laptop in case the original laptop is out of stock.
  • Other: This item is related to the original item in some other regard.
Rank The order in which the item in the row is displayed among the listed related items. The ranks of the items listed in the table determine the order in which the system displays items with the same type of relation (as specified in the Relation column) in the website section that corresponds to the relation in ecommerce integration or on the Sales Orders or Invoices form.
Tag An additional characteristic of the relation type of the item in the row. Select one of the following options:
  • Complementary Items
  • Items of Interest
  • Other Users Bought
  • Essential Related Products
  • Services
  • Premium
  • Customization
  • Options
  • Promotional
  • Popular
  • Seasonal
  • Related
  • Substitute
  • Alternative
Inventory ID The identifier of the related stock or non-stock item.
Description The description of the item, which the system copies from the item settings into this column.
UOM The unit of measure of the related item. You can select the UOM from the list of available units for the item. By default, the base UOM for the item is specified.
Quantity The quantity of the related item required to replace one original item (for substitute and up-sell items) or the quantity of the item of the Cross-Sell or Other relation type to be added to one original item.
Effective Date The date when the relation between the item in this row and the item selected on the form starts to be active. By default, this column contains the current business date.
Expiration Date The last day the relation is active.
Customer Approval Not Needed A check box that indicates (if selected) that the related item can be selected in a sales order or SO invoice without approval needing to be obtained from the applicable customer. If this check box is cleared, the salesperson has to confirm with the customer that the item can be replaced. This check box can be selected only for a related item with the Substitute type of relation.
Required A check box that indicates that this related item is required for the original item when the original item is sold. The check box can be selected if the related item has the Substitute, Cross-Sell, or Other type of relation. If this check box is selected for an item with the Substitute relation type, on the Details tab of the Sales Orders or Invoices form, the Substitution Required check box is selected for the item in a sales order or invoice.
By default, this check box is cleared.
Relevance Score (%) The read-only relevance score of the related item specified on generation of automated cross-sell suggestions. This column is empty for related items you add manually on this tab.
For more information about automated generation of cross-sell items, see Related Items in Sales Orders: Automated Suggestions for Cross-Sell Items.
Accepted ML Suggestion A check box indicating (if selected) that the related item has been reviewed by a user and approved on the Manage Cross-Selling Suggestions (IN503500) form. This check box is unavailable for editing for related items you add manually on this tab.
For more information about automated generation of cross-sell items, see Related Items in Sales Orders: Automated Suggestions for Cross-Sell Items.
Active A check box that indicates (if selected) that the relation between the items is active. By default, this check box is selected.

Cross-Sell Assistant Settings Section

Element Description
Preferred Item Classes Class-based rule that defines relevance scores of automated cross-sell suggestions. You can select one of the following options:
  • All Classes: The class of the item does not affect the relevance score.
  • Same Class: The items of the same class get a higher relevance score.
  • Other Class: The items whose classes differ from the class of the item have a higher relevance score.
Price of Suggested Items The rule for price application during the generation of automated cross-sell suggestions. The system uses the value in the Default Price box on the Price/Cost tab as a reference.
  • Any Price: The system suggests cross-sell items with any price.
  • Lower Price: The system suggests only items with the same or lower price.

Back to TopInventory Planning Tab

On this tab, you can specify inventory planning settings or replenishment settings, depending on the enabled features and selected planning method.

This tab is shown only if either of the following conditions is met:

  • The Distribution Requirements Planning feature is enabled on the Enable/Disable Features (CS100000) form and DRP is selected in the Planning Method box (General tab) on the current form.
  • The Distribution Requirements Planning, Inventory Replenishment, and Multiple Warehouses or Multiple Warehouse Locations (or both) features are enabled on the Enable/Disable Features (CS100000) form, and DRP or Inventory Replenishment is selected in the Planning Method box (General tab) on the current form.
  • The Material Requirements Planning feature is enabled on the Enable/Disable Features (CS100000) form.
  • The Inventory Replenishment and Multiple Warehouses or Multiple Warehouse Locations (or both) features are enabled on the Enable/Disable Features (CS100000) form and Inventory Replenishment is selected in the Planning Method box (General tab) on the current form.

The Production Order Defaults section and the Replenishment Parameters table are displayed if the planning method is Inventory Replenishment and the Manufacturing and Inventory Replenishment features are enabled on the Enable/Disable Features (CS100000) form.

The Inventory Planning Settings section is displayed if either of the following conditions are met:

The default replenishment settings for a newly created item class are those from the parent item class. If the created item class has no parent, the default replenishment settings are those of the class that is specified in the Default Stock Item Class box on the Inventory Preferences (IN101000) form.

Project Defaults

Element Description
Default Inventory Source for Projects The default inventory source from which the quantity of this item will be issued. The following options are available:
  • Free Stock: The inventory stock for items that meet one or both of the following conditions:
    • The items are not allocated to any project
    • The item location is not linked to any project
  • Project Stock (default): The project inventory stock which is taken from a project cost center or project related location. One of following conditions should be met:
    • The inventory stock is for items located at a location linked to a project or both a project and a project task.
    • The inventory stock is for items allocated to projects that have Track by Project Quantity or Track by Project Quantity and Cost in the Inventory Tracking box of the Projects (PM301000) form (the Summary tab).
This box is shown only if the Project-Specific Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

Production Order Defaults Section

This section is displayed only if the Manufacturing or Material Requirements Planning (or both) and Inventory Replenishment features are enabled on the Enable/Disable Features (CS100000) form and the planning method for the stock item is Inventory Replenishment.

Element Description
Source The source of replenishment used for items of the class. One of the following options can be selected:
  • None: By default, no replenishment is required for items of the class with this replenishment class.
  • Purchase: By default, the items of the class for the stock replenishment will be purchased in the quantities calculated based on the replenishment settings.
  • Manufacturing: By default, the items for the stock replenishment will be manufactured. The inventory planning process uses the bill of material for these items to determine component requirements.
  • Transfer: By default, the items of the class will be transferred from a source warehouse to replenish their stock in the demand warehouse.
    • This option appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
  • Drop-Shipment: No actual replenishment is performed for items of the class. By default, the items will be purchased through drop-shipment purchase orders, and the purchased goods will not be received at your company’s warehouse.
    • This option appears only if the Drop Shipments feature is enabled on the Enable/Disable Features (CS100000) form.
  • Purchase to Order: No actual replenishment is performed for items of the class. By default, the items will be purchased only in the quantities required to fulfill customer orders.
    • This option appears only if the Sales Order to Purchase Order Link feature is enabled on the Enable/Disable Features (CS100000) form.
  • Kit Assembly: The item is a kit and will be assembled on the Kit Assembly (IN307000) form. The inventory planning process will generate the demand requirements for the stock components of the kit according to the kit specification.
    • This options appears only if the Kit Assembly feature is enabled on the Enable/Disable Features (CS100000) form.
Source Warehouse If Purchase is selected in the Source column, the warehouse to handle centralized purchasing for replenishment in the demand warehouse.
If replenishment of the item is to be performed by purchasing directly to the demand warehouse, select no warehouse in this column.
If Transfer is selected in the Source column, this is the warehouse to be used as the source of replenishment by transfers.
This column is available only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form. If the Multiple Warehouses feature is enabled, the value in this column must match the value in the Replenishment Warehouse value in the Inventory Planning tab on the Item Warehouse Details (IN204500) form.
Safety Stock The safety stock value for the stock item as specified on the Inventory Planning tab of the Item Warehouse Details (IN204500) form. If the planning method for this class of item is specified as MRP, the default value for the safety stock is 0.
Reorder Point The stock level that, when it has been reached, prompts the system to replenish the stock of the stock item. The minimum quantity of the stock item is specified on the Inventory Planning tab of the Item Warehouse Details (IN204500) form. If the planning method for this class of item is specified as MRP, the default value for the reorder point is 0.
Min. Order Qty. The minimum order quantity for the item of the class. The default value is 0.
Max. Order Qty. The maximum order quantity for the item of the class. The default value is 0.
Lot Size The lot size, which the system uses to apportion fixed costs, such as fixed labor costs and fixed overhead costs. The system copies the lot size from the Lot Size box of the box of the Item Classes (IN201000) form. The default value is 0.
Manufacture Lead Time The number of days required for transferring goods from the source warehouse. The default value is 0.This box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features (CS100000) form.
Days of Supply The number of days that the system uses by default for the consolidation of demand documents containing an item of this class during inventory planning. When the number of days is more than zero, the system groups into a single planning recommendation all items with the same ID from all demand documents (such as sales orders) with the requested date within the number of days starting from the current date.
Demand documents are documents that generate demand for items and cause items to be issued from one of the company’s warehouses. The demand document may be a sales order, a forecast, or a production order for materials included in an item to be produced.
When an item of a class is created on the current form, the value specified in this box will be copied from the Days of Supply box on the Item Classes (IN201000) form as the default value, but you can be override it for the item.
This box is displayed only if the Material Requirements Planning or Distribution Requirements Planning feature is enabled on the Enable/Disable Features (CS100000) form and the Use Days of Supply to Consolidate Orders check box is selected on the Inventory Planning Preferences (AM100000) form.
Override A check box that you select to change the value on the Days of Supply box.

Replenishment Parameters Section

In this table, you can specify the replenishment settings that are used for the item by default in warehouses with different replenishment classes. You can use the default settings of the item class, or you can specify other values if needed for this item. For a stock item in a particular warehouse, the item replenishment settings can be overridden by using the Item Warehouse Details (IN204500) form. This table is displayed only if the Inventory Replenishment, and Manufacturing or Material Requirements Planning (or both) features are enabled on the Enable/Disable Features (CS100000) form and the planning method for the stock item is Inventory Replenishment. The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Repl. Class The replenishment class to be used to replenish the stock of this item. To define the replenishment class or view its details, use the Replenishment Classes (IN208800) form.
Seasonality The set of seasonality settings to be used with the replenishment class.
Source The replenishment source to be used for the stock item. By default, it is the replenishment source associated with the replenishment class. You can select another source, if necessary, from the following options:
  • None: By default, no replenishment is required for the item with this replenishment source in any warehouse with this replenishment class.
  • Purchase: By default, for the stock replenishment the item will be purchased in the quantities calculated based on the replenishment settings.
    • If purchasing should be performed from one distribution center for all demand warehouses, select this center in the Replenishment Warehouse column.
  • Manufacturing: By default, the item for the stock replenishment will be manufactured.
  • Transfer: By default, the item will be transferred from a source warehouse to replenish its stock in the demand warehouse.
    • This option appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
  • Drop-Shipment: No actual replenishment is performed for the item with this replenishment source. By default, the item will be purchased through drop-shipment purchase orders, and the purchased goods will not be received at your company’s warehouse.
    • This option appears only if the Drop Shipments feature is enabled on the Enable/Disable Features (CS100000) form.
  • Purchase to Order: No actual replenishment is performed for the item with this replenishment source. By default, the item will be purchased only in the quantities required to fulfill customer orders.
    • This option is available only if the Sales Order to Purchase Order Link feature is enabled on the Enable/Disable Features (CS100000) form.
  • Kit Assembly: By default, the item for the stock replenishment will be manufactured.
    • For items with the Inventory Replenishment planning method, the Kit Assembly replenishment source works the same way the Manufacturing source does—that is, the planning process does not generate demand requirements for the item components.
Method The replenishment method to be used for the stock item with the selected replenishment source. This can be one of the following options:
  • None: No automated replenishment will be performed for the stock item.
  • Min./Max.: The system will compute the replenishment quantity as the difference between the maximum and minimum quantities (plus the quantity on demand that is defined by the option (Hard Demand or Item Class Settings) selected in the Demand Calculation box located on the Item Classes (IN201000) form. The value specified in the Reorder Point column is used as the minimum quantity for this method.
  • Fixed Reorder Qty.: The system will initiate replenishment for the item once the minimum stock level (specified in the Reorder Point column) is reached and the quantity on replenishment request will be set to the economical order quantity (EOQ) value specified for the selected vendor on the Vendor Inventory (PO201000) form.
Replenishment Warehouse The warehouse used as a source of replenishment if the source is Transfer. If Purchase is selected a source of replenishment, the warehouse to handle centralized purchasing for replenishment in a demand warehouse. If purchasing should be performed directly to the demand warehouse, specify no warehouse in this column.
This column is available only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
Max. Shelf Life (Days) The maximum number of days the stock item can be stored in a warehouse.
Launch Date The date starting the time period when the specified replenishment settings will be in effect for this stock item.
Termination Date The date ending the time period when the selected replenishment settings will apply to this stock item.
Service Level (%) The service level assigned to the item.
For details, see Configuration of Replenishment: Demand Forecast Model.
Safety Stock The safety stock (in base units) of the stock item to be used to calculate the quantity required for replenishment; these extra quantities of the item are kept at a warehouse to prevent possible stock-outs.
Reorder Point The stock level that, when reached, prompts the system to initiate stock replenishment for the stock item. The value is used in Min./Max. method as the minimum quantity. This quantity should be set equal to the anticipated demand during the lead time plus the safety stock.
Max. Qty. The maximum stock level for the replenishment. When the quantity of the item falls below the Reorder Point value, the system generates a replenishment request with the quantity required to replenish the stock up to the Max. Quantity value.
Transfer ERQ The economic reorder quantity defined for transfers that involve this stock item. This value represents the level of inventory that minimizes the total transfer costs.
Demand Forecast Model The demand forecast model to be used to calculate replenishment parameters for this item.
The following options are available:
  • None: No model will be used; replenishment parameters can be changed only manually for the item.
  • Moving Average: The demand forecast model is based on calculating average sales, based on historical data and seasonality settings.
Forecast Period Type The type of period to be used for selecting historical data for the model, which can be one of the following: Quarter, Month, Week, or Day.
Periods to Analyze The number of periods to be used for selecting historical data for the model.

Back to TopDeferral Tab

You use the Deferral tab to specify how deferrals should be performed for this stock item when it is sold or purchased. If no deferral code is assigned to the item on this tab, no deferrals will be performed, and the revenue or expense will be recognized immediately. If a code is assigned to the item, revenue from its sales will be recognized according to the settings specified for the deferral code.

If this stock item is a package—that is, if a deferral code with the Multiple-Deliverable Arrangement deferral code selected on the Deferral Codes (DR202000) form, as described in Managing Recognition for Packages—you should also add the required components to this package (other stock items or non-stock items) and define how the total package price should be allocated among the components. For each component, you should assign an individual deferral code, which will define how the price of the component will be deferred; otherwise, the item price will be recognized immediately. You can use different recognition methods to comply with the revenue recognition regulations of your country.

Deferred Revenue Tab Elements

Element Description
Deferral Code The deferral code assigned to this stock item. The code specifies how the revenue from the sale of this item will be recognized. Deferral codes are defined on the Deferral Codes (DR202000) form.
You can change the deferral code in this column manually, if needed. When you click the selector button in the column, the lookup table that opens shows only the deferral codes for which the Active check box is selected in the Summary area of the Deferral Codes (DR202000) form.
Default Term The date range defined for deferred revenue recognition (for example, 2 years for a two-year customer support subscription that you sell).
The box is available for editing only if the Flexible by Period, Prorate by Days or Flexible by Days in Period recognition method is selected for the deferral code selected in the Deferral Code box.
Possible time units are year(s), month(s), week(s), or day(s).
Use Component Subaccounts A check box that indicates (if selected) that a sales subaccount to be used in transactions generated by the Run Recognition process on the Run Recognition (DR501000) form will be taken from the Sales Sub. column of the Revenue Components table of the current form. Otherwise, the sales subaccount will be taken from the original invoice.
Total Percentage The total percentage of the item price, as split among the components. This value is calculated automatically as the sum of the percentages you assign to the components if the item is sold as a package and consists of components. When the item is not a package, the total percentage is set to 100.
This box becomes hidden if the Revenue Recognition by IFRS 15/ASC 606 feature is enabled on the Enable/Disable Features (CS100000) form.

Revenue Components Table

In this table, you can add detailed information about the components to be used for deferrals. For each component, you should assign a specific deferral code and specify the allocation method (which defines how the component price will be computed). For more information, see Managing Recognition for Packages.

You can add the components to this table (that is, the Add Row button is available on the table toolbar) only if the stock item is a package. This is the case if you have selected in the Deferral Code box a deferral code for which the Multiple-Deliverable Arrangement check box is selected on the Deferral Codes form.


The table toolbar has only standard buttons.

Column Description
Inventory ID The inventory ID of the component.
Sales Account The income account used to record sales for this component.
Sales Sub. The subaccount to be used to record sales for this component.
UOM The unit of measure used for this component.
Quantity The quantity of the specified units for the component.
Deferral Code The deferral code that has been specified for this component.
If the Revenue Recognition by IFRS 15/ASC606 feature is enabled on the Enable/Disable Features (CS100000) form, this column becomes available for all components. For residual components, a deferral code is optional.
Default Term The date range defined for the process of the deferred revenue or expense recognition (for example, 6 months for a six-month support license).
This box is available for editing only if the Flexible by Periods, Prorate by Days or Flexible by Days in Period method is specified for the deferral code that you have selected in the Deferral Code column for this component.
Default Term UOM The unit of measure for the default term: year(s), month(s), week(s), or day(s). This box is available for editing only if the Flexible by Periods, Prorate by Days or Flexible by Days in Period method is specified for the deferral code that you have selected in the Deferral Code column for this component.
Override Default Term A check box that specifies (if selected) that the option selected in the Default Term column can be overridden.
All the revenue components with flexible deferral codes that have this check box selected must have the same default term specified in the Default Term column.
This column appears in the table if the Revenue Recognition by IFRS 15/ASC606 feature is enabled on the Enable/Disable Features (CS100000) form.
Allocation Method The method used to allocate the document amount between the components. The following options are available:
  • Percentage: The component price will be computed as the percentage of the total package price. If you select this option, the Percentage column becomes available for editing; in it, you need to enter the percentage defined for this component.
  • Fixed Amount: The component price will be defined as a fixed price. If you select this option, the Fixed Amount column becomes available for editing; in it, you need to enter the amount defined for this component.
  • Residual: This method applies to the non-deferral components. The price for such a component will be defined as the amount that will remain after the system deducts the deferred revenues of the other components from the total package amount.
If the Revenue Recognition by IFRS 15/ASC606 feature is enabled on the Enable/Disable Features (CS100000) form, the following options are available in this column:
  • Fair Value (default): For this component, the system will use the price that has the Fair Value check box selected on the Sales Prices (AR202000) form.
  • Residual: This allocation method can be selected for one of the revenue components of an item with the MDA deferral code. If a document contains a single revenue component with this allocation method, the residual amount will be calculated as the document amount without taxes minus the revenue of non-residual components. If a document contains multiple revenue components with this allocation method, the calculated residual amount will be distributed among the residual components based on their allocation weights.
Fixed Amount The fixed amount of the item price assigned to the component if the Fixed Amount option is selected in the Allocation Method column.
This column becomes hidden if the Revenue Recognition by IFRS 15/ASC 606 feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the system allows the entry of revenue components with an empty value in this column.
Percentage The percentage of the item price for this component if the Percentage option is selected in the Allocation Method column.
This column becomes hidden if the Revenue Recognition by IFRS 15/ASC 606 feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the system allows the entry of revenue components with an empty value in this column.

Back to TopService Management Tab

On this tab, you can specify settings for the stock item if after it is sold, the stock item will be entered as equipment.

This tab is available only if the Equipment Management feature is enabled on the Enable/Disable Features (CS100000) form.

Element Description
Equipment Class The class of equipment of the stock item, which is derived from the item class. This read-only setting is defined in the Equipment Management section on the Service Management tab of the Item Classes (IN201000) form for the item class associated with the stock item, which is specified in the Item Class box on the General tab. One of the following option buttons is selected:
  • Part or Other Inventory (default): Stock items of this type are either parts of equipment entities that should not be tracked in the system or inventory items that are not related to equipment entities.
  • Model Equipment: Stock items of this type should be tracked (either for preventive maintenance or for warranty handling) after they are sold.
  • Component: Stock items of this type can be sold as parts of equipment entities. Components can have warranties, serial numbers, and other settings that are independent from these settings for the equipment entity.
  • Consumable: Stock items of this type are sold as a parts of equipment entities but are not under a warranty.
Manufacturer The company that produced the stock item. Manufacturers are defined on the Manufacturers (FS204400) form.
Manufacturer Model The manufacturer model associated with the stock item. Manufacturer models are defined on the Manufacturer Models (FS204800) form.
Equipment Type The type of equipment of the stock item. Equipment types are defined on the Equipment Types (FS200800) form. For details, see Model Equipment.

Equipment General Warranty Section

In this section, you can specify the warranty duration for the stock item.

This section is available only if Model Equipment or Component is selected under Equipment Item Class on this tab.

Element Description
Company Warranty The duration of the warranty that your company provides to the customer for the stock item. You can select one the following options and specify the respective quantity:
  • Days: The warranty is valid during the specified quantity of days.
  • Months (default): The warranty is valid during the specified quantity of months.
  • Years: The warranty is valid during the specified quantity of years.
Vendor Warranty The duration of the warranty that vendor provides to your company for the stock item. You can select one the following options and specify the respective quantity:
  • Days: The warranty is valid during the specified quantity of days.
  • Months (default): The warranty is valid during the specified quantity of months.
  • Years: The warranty is valid during the specified quantity of years.

Table Columns

In this table, you can enter or edit the details of components of the stock item. If these details have been specified for the stock item class selected in the Item Class box on the General tab of this form, these details are inserted here by default, but you can change them.

This table is available only if Model Equipment is selected under Equipment Item Class on this tab.

The table toolbar has only standard buttons.

Column Description
Component ID The identifier of the component of the stock item.
Active A check box that indicates (if selected) that the component is active in the system and can be used in the Equipment Management module.
Optional A check box that indicates (if selected) that the component is not included in the stock item by default.
Quantity The quantity of this component of the stock item.
Description A description of the component.
Item Class ID The identifier of the item class with the Component stock item type to which component is related.
Require Serial A check box that indicates (if selected) that the serial number has to be specified for the component on the Equipment (FS205000) form.
Company Warranty The quantity of days, months, or years during which your company provides the warranty to a customer for this component.
Company Warranty Type The time period during which your company provides the warranty to a customer for this component. The following options are available:
  • Days: The warranty is valid during the specified quantity of days.
  • Months (default): The warranty is valid during the specified quantity of months.
  • Years: The warranty is valid during the specified quantity of years.
Vendor Warranty The quantity of days, months, or years during which the vendor provides the warranty to your company for this component.
Vendor Warranty Type The time period during which the vendor provides the warranty to your company for this component. The following options are available:
  • Days: The warranty is valid during the specified quantity of days.
  • Months (default): The warranty is valid during the specified quantity of months.
  • Years: The warranty is valid during the specified quantity of years.
Vendor ID The identifier of the vendor of the component.

Back to TopGL Accounts Tab

On this tab, you specify the default general ledger accounts to be used for inventory transactions performed with the stock item.

For a new item, these elements are initially populated by the settings of the posting class selected for the item on the General tab of this form. Posting classes can be created on the Posting Classes (IN206000) form. You can override the posting settings for the item by selecting the appropriate accounts and subaccounts.

Element Description
Inventory Account The asset account to be used to hold the inventory balance resulting from transactions with this stock item.
The account selected in this box should be configured as a control account for the inventory subledger. That is, for this account, IN should be selected in the Control Account Module column on the Chart of Accounts (GL202500) form. For more information on control accounts, see Control Accounts: General Information.
Changing the Inventory account for a stock item with a nonzero balance on the existing Inventory account can cause multiple inventory accounts to be used in inventory transactions simultaneously. We recommend that you thoroughly plan inventory accounts during the initial configuration of the inventory-related processes. But in rare situations, you may need to change the accounts after you have started processing inventory documents. For more information, see Stock Items: Change of an Inventory Account for an Item.
If the Projects feature group is enabled on the Enable/Disable Features (CS100000) form, we do not recommend mapping the Inventory account to an account group of the Expense type. The stock items purchased for the project should be tracked as commitments to projects, as described in Tracking Cost Commitments
Inventory Sub. The subaccount to be used, along with the selected inventory account, for this item.
Reason Code Sub. The subaccount to be used with reason codes for transactions with the item. This subaccount is used as a source of segment values for reason code offset subaccounts that are generated according to the rules defined by using the Combine Offset Sub. from box on the Reason Codes (CS211000) form. This subaccount's segment values are used for those segments of the reason code subaccounts that have the Inventory (I) option selected in the Combine Offset Sub. from box.
Sales Account The income account to be used for this stock item to record sales.
Sales Sub. The subaccount to be used for this item to record sales, along with the sales account.
COGS Account The expense account to be used for this stock item to record the cost of goods sold (COGS) once the sales order is released.
COGS Sub. The subaccount to be used, along with the COGS account, for this item.
Standard Cost Variance Account The expense account to be used for this stock item to record any differences between the currently effective standard cost and the cost in the released inventory transactions for the specified quantities of the stock item. This account will be used only if this item is assigned the standard cost valuation method.
Standard Cost Variance Sub. The subaccount to be used, along with the standard cost variance account, for this item.
Standard Cost Revaluation Account The expense account to be used for this stock item to record the differences in inventory value estimated by using the pending standard cost and the currently effective standard cost for the quantities on hand of the stock item. Revaluation is performed when standard costs are updated—that is, when the currently effective standard cost becomes the last standard cost, and the pending cost becomes the effective standard cost. This account will be used only if this item is assigned the standard cost valuation method.
Standard Cost Revaluation Sub. The subaccount to be used, along with the standard cost revaluation account, for this item.
PO Accrual Account The liability account to be used for this stock item to accrue amounts in purchase orders related to this item. Whenever receipts linked to purchase orders are released, the system generates transactions between the purchase order accrual account and the inventory account.
The account selected in this box should be configured as a control account for the purchase orders subledger. That is, for this account, PO should be selected in the Control Account Module column on the Chart of Accounts (GL202500) form. For more information on control accounts, see Control Accounts: General Information.
PO Accrual Sub. The subaccount to be used, along with the purchase order accrual account, for this item.
Purchase Price Variance Account The expense account to be used for this stock item to record any differences between the extended price on the purchase receipt and the extended price on the AP bill.
Purchase Price Variance Sub. The subaccount to be used, along with the purchase price variance account, for this item.
Landed Cost Variance Account The expense account to be used for this stock item to record the landed cost difference that occurred if landed costs are allocated to an item that has been sold.
Landed Cost Variance Sub. The subaccount to be used, along with the landed cost variance account, for this item.
Deferral Account The account to be used to hold the deferral amount until it is fully recognized. The account type should be specified as follows:
  • A liability account for a deferral code of the revenue type
  • An asset account for a deferral code of the expense type
The account selected in this box should be configured as a control account for the deferred revenue subledger. That is, for this account, DR should be selected in the Control Account Module column on the Chart of Accounts (GL202500) form. For more information on control accounts, see Control Accounts: General Information.
Deferral Sub. The subaccount to be used, along with the deferral account, for this item.
Work in Process Account The asset account to be used to maintain the balance of work in process for this stock item.
Work in Process Sub. The asset subaccount to be used to maintain the balance of work in process for this stock item.
WIP Variance Account The expense account to be used to record the work in process variance when production orders are financially closed.
WIP Variance Sub. The expense subaccount to be used to record the work in process variance when production orders are financially closed.

Back to TopRestriction Groups Tab

The Restriction Groups tab provides information about subitem restriction groups and restriction groups the item is included in. The list of groups is read-only and cannot be changed on this form. By using this form, you can only include the item in a group or exclude the item from a group.

If subitems are enabled in your system, the subitem restriction groups are created using the Restriction Groups (SM201030) form and listed on the Inventory Preferences (IN101000) form. You can create the restriction groups to restrict access to stock items by using the Restriction Groups by Item (IN103020) form.

Table Toolbar

The table toolbar includes the buttons described below.

Custom Action Description
Group Details Navigates to the Restriction Groups (SM201030) form, where you can view details of the restriction group.

Table Columns

This table holds information about the subitem restriction groups and restriction groups defined in the Inventory module.

Column Description
Included An unlabeled check box that indicates (if it’s selected) that the group includes the item.
Group Name The name of the subitem restriction group or restriction group.
Specific Type The functional type of the group, which can be Subitem or Inventory Item Restriction.
Description A brief description of the group.
Active A check box that indicates (if selected) that the group is active.
Group Type A read-only column that shows the type of the restriction group: A, A Inverse, B, or B Inverse. For more information, see Types of Restriction Groups.

Back to TopDescription Tab

On this tab, you can upload a file with an image of the stock item.

Additionally, you can create a description for the stock item that may include tables, images, and web links, in addition to text.

Back to TopSalesforce Tab

This tab is available only if the Salesforce Integration feature is enabled on the Enable/Disable Features (CS100000) form.

On this tab, you can review the synchronization status of the record. If the record has not been synchronized with Salesforce, you can initiate the synchronization process by clicking the Sync with Salesforce button. For more details, see Overview of Synchronization with Salesforce.

Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Sync with Salesforce Synchronizes the data with Salesforce.
This button is available if the Salesforce Sync data provider is marked active on the Data Providers (SM206015) form and only for entities listed on the Salesforce Sync Entities (SF205020) form.

Table Columns

Column Description
Data Provider The data provider used for data synchronization with the external system.
Ext. Ref. The external reference to the corresponding synchronized record in the external system.
Status The synchronization status of the record.
The following options are available:
  • Modified Locally: The record was modified in Acumatica ERP, and then the data was synchronized with the external system.
  • Modified Externally: The record was modified in the external system, and then the data was synchronized with Acumatica ERP.
  • Synchronized: The record was created or deleted in one of the systems, and then the data was synchronized with the other system.
Last Operation The operation that modified the record data.
The following options are available: Update, Insert, and Delete.
Error The error message displayed for this record if synchronization has failed.
Last Sync Attempt The date and time of the latest synchronization attempt.
Import Scenario The import scenario used for importing this entity’s data from the external system.
Export Scenario The export scenario used for exporting this entity’s data to the external system.

Back to TopeCommerce Tab

This tab is available only if the Retail Commerce feature is enabled on the Enable/Disable Features (CS100000) form.

On this tab, you can specify information that is related to selling the item in an online store, such as the availability and visibility of the item and the metadata to be used by search engines to find relevant information and display it in search results. When you export the item to the online store, the corresponding elements on the product information page in the control panel of the store are automatically populated with the information from this tab.

Synchronization Section

Element Description
Export to External System A check box that indicates (if selected) that the stock item is allowed to be exported to an external ecommerce system or systems.
If the Retail Commerce feature is enabled on the Enable/Disable Features (CS100000) form, when a stock item is created, the state of this check box is determined by the state of the similar check box of the item class of the item. If the stock item is a matrix item, the default state of this check box is copied from the template item settings when the item is generated. You can override the default state of this check box, if necessary.
Visibility The visibility of the item in the online store. You can select one of the following options:
  • Store Default: The item visibility is set based on the default visibility configured in the store settings on the BigCommerce Stores (BC201000) or Shopify Stores (BC201010) form.
  • Visible: The item is visible on the storefront immediately after synchronization with the store.
  • Featured: The item is visible on the storefront and is listed among the featured products displayed on the front page of the store.
  • Invisible: The item is exported to the product list of the external ecommerce system but does not appear on the storefront.
Availability The availability of the item to be set in the online store. You can select one of the following values:
  • Store Default: The item availability is set based on the default availability configured in the store settings on the BigCommerce Stores (BC201000) form or on the Shopify Stores (BC201010) form.
  • Set as Available (Track Qty): The item is available, and the quantity of the item is tracked.
  • Set as Available (Don’t Track Qty): The item is available, and the quantity of the item is not tracked.
  • Set as Pre-Order: The item is available for pre-order.
    		•  Pre-order functionality is currently not supported in Shopify out of the box. If this option is selected and the item is synchronized with a Shopify store, the item will be available in the Shopify store and its quantity will not be tracked.
  • Do Not Update: The availability status and the available quantity of the item are not updated in the store.
  • Set as Unavailable: The item is disabled and is not available for purchasing in the online store.
Availability Adjustment The adjustment quantity that will be added to or subtracted from the calculated available quantity of the item when the available quantity is exported to an external system.
You specify the adjustment quantity in the sales UOM of the item. Acceptable values include whole numbers and decimal numbers. Negative values should be preceded by the minus sign; positive numbers should not be preceded by any sign. Percentage values (for example, 10%) are not accepted.
When Qty Unavailable The action to be taken when there is no stock left. This box is available only if the Availability is set to Available - Track Qty. You can select one of the following values:
  • Store Default: The default option configured in the store settings on the BigCommerce Stores (BC201000) form should be applied.
  • Do Nothing: No action should be performed.
  • Set as Unavailable: The item should be disabled and made unavailable for purchasing.
  • Set as Pre-Order/Continue Selling: The item should be made available for pre-order (in BigCommerce) or for purchasing (in Shopify).
The setting is applied to products in BigCommerce during the synchronization of the Product Availability entity and to products in Shopify during the synchronization of the Stock Item or Product Availability entity.

Search Engine Optimization Section

Element Description
Custom URL The custom URL of the product page in the online store.
Page Title The text to be included in the <title> tag in the HTML code of the product page.
Search Keywords The keywords and search terms that are relevant to the information about the item. Search keywords are used when a customer searches from within the online store.
Meta Keywords The values, which should be separated by commas, to be included in the <meta> tag in the HTML code of the product page.
Meta Description The description to be included in the <meta> tag in the HTML code of the product page.

Sales Categories Table

In this table, you can add rows and select the sales categories for the stock item. To define the sales categories or view their details, use the Item Sales Categories (IN204060) form.The table toolbar has only standard buttons.

Column Description
Category ID The sales category, by its identifier.

Media URLs Table

In this table, you can specify the links to images and videos of the product that you can display on the product page of your online store to engage customers.The table toolbar has only standard buttons.

Column Description
URL The URL of an image or a YouTube video of the item to be uploaded to the product page.
For a YouTube video, you can specify both the full URL or the Share URL.
Type The type of the media file. You can select either of the following values:
  • Image: The URL links to an image.
  • Video: The URL links to a YouTube video.

Back to TopSide Panel

By using the side panel, you can view the item you have opened on the form while simultaneously viewing information related to the item.

The side panel has multiple tabs, each of which you can view by clicking the tab’s icon. These tabs are described below.

Tab Description
Item Sales Prices The Sales Prices (AR202000) form, which displays the sales prices for the item selected on the current form.
Item Vendor Prices The Vendor Prices (AP202000) form, which displays the vendor prices for the item selected on the current form.
Inventory Summary The Inventory Summary (IN401000) form, which displays summary information about the available quantities of the item selected on the current form.
Inventory Allocation Details The Inventory Allocation Details (IN402000) form, which displays detailed information about how the quantities of the item selected on the current form are allocated among warehouses and locations.
Inventory Transaction History The Inventory Transaction History (IN405000) form, which displays detailed information about inventory transactions posted with the item that is selected on the current form.
Dead Stock The Dead Stock (IN405500) form, which displays information about the dead stock quantity for the item selected on the current form. By default, the information is displayed for the warehouse that is selected as the default one for the item, but the user can change this warehouse.
Kit Specifications The Kit Specifications (IN209500) form, which displays the settings of the kit specification for the revision that was last modified.
The tab is displayed if for the selected stock item, the Is Kit check box is selected on the current form.