Adding items to storerooms

You can add an item to the inventory for a storeroom. An inventory record is created when you add an item to a storeroom.

About this task

To track the balance for the item, specify the unit of measure used for issuing the item. When you add an item to a storeroom, the inventory control account, the shrinkage cost account, and the inventory cost adjustment account default to the values specified in the storeroom record. In the case of consignment items, the account values specified in the company record for the consignment vendor are used. Use the Inventory application to show these account fields and to edit them on the inventory record so that you can make the accounts specific to an item and to a location.

Procedure

  1. From the Item Master application, display the item that you want to add to a storeroom.
  2. Click the Storerooms tab to display the storerooms that stock the item, if any.
  3. Select the Add Items to Storeroom action.
  4. Optional: Change the Site for the storeroom. The Site field displays the default insert site. If you change the site, the value in the Storeroom field clears, allowing you to select a storeroom for the site you specified.
  5. In the Storeroom field, specify a value.
  6. Click OK to open a second Add Items to Storeroom window.
  7. Optional: Specify a default bin, a standard cost, and an order unit for the item.
  8. In the Issue Unit field, type a value or click Select Value to retrieve the unit of measure that you want to use for the item. Examples of possible issue units include EACH, MHZ, or ROLL.
  9. Optional: If the item is a consignment type of item, expand the Details section for the item, and select the Consignment check box.
    1. In the Consignment Vendor field, specify the company that provides the item, and for which invoices are generated.
    2. In the Invoice Generation Type field, specify the type of invoice to be generated. If you select FREQUENCY as the invoice type, specify a value for the frequency, and a value for the frequency units. If values for the frequency and frequency units are specified, the next invoice date defaults to the current date and time. You can select a different date for the next invoice date.
    3. Optional: Fill out other fields as needed.
  10. Click OK.


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