Supply Chain › Reachable by link

Item · Purchasing

Who it is bought from, on what terms, with what tolerance, and how the invoice is matched.

Where to find it

Module: Supply Chain
Group: More
Section: Reachable by link
Screen: Item · Purchasing

Address in the console: /scm/item-purchasing

List · 9 columns · 22 fields on its form · 1 of them required

This screen carries no tile on the module page. It is reached from the record it belongs to, from a saved view, or by its address.

What the list shows

These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.

Column	Kind	Field name
Item	Code	`item_no`
Name	Text	`item_name`
Default supplier	Text	`supplier_name`
Lead days	Number	`lead_time_days`
Price	Amount	`list_price`
Match	Status	`invoice_match_option`
Receipt	Status	`receipt_routing`
In force from	Date	`effective_from`
Until	Date	`effective_to`

The form

What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.

Field	Type	Choices	Notes
Item required	Choice	Looked up from existing records
Applies in	Choice	Looked up from existing records	Leave empty and it applies company-wide. Choose a business unit and it overrides the company-wide row there — which is how one item behaves differently in two plants.
Purchasable	Yes or no
Purchasing unit of measure	Text
Conversion to stock unit	Number
Default supplier	Choice	Looked up from existing records
Buyer	Choice	Looked up from existing records
Lead time (days)	Number
Price	Number
Price tolerance %	Number
Over-receipt tolerance %	Number
Invoice matching	Choice	two_way, three_way, four_way, none
On receipt	Choice	direct, inspection, standard
Minimum order quantity	Number
Order multiple	Number
May be ordered automatically	Yes or no
Consigned	Yes or no
Subcontract manufacture	Yes or no
HS code	Text
Country of origin	Text
In force from	Date		The date this version of the row takes effect. Leave it as today unless you are dating a change ahead.
Until	Date		Leave empty for open-ended. Setting it ends this version rather than deleting it.

The rules that apply here

Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:

Narrowing a list — search, conditions, sort, totals, export and saved views.
What may be changed — the five grounds a record may not be edited on.
Companies and business units — what the switcher above this list is doing to it.
Creating a record — required fields, where choices come from, and how the number is allocated.
Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.

Beside it in Reachable by link

Walk through this screen step by step