Create Item Wizard

Use the Create Item Wizard to create new items quickly from the ProjectBudget line or project item planning line. You can copy selected information from another item, a catalog item, or create a new item from a template.

Page 1

To create a new item:

1. Select the Create Item action from the ProjectBudget ribbon.

2. Enter a new Description and optionally Description 2.

3. Enter a new Item No. or select the number series through the assist edit.

4. Select an option in Copy Details From:

   • Blank: Manually complete the fields below.

   • Item: Copy details from another item.

   • Catalog Item: Copy details from a catalog item.

   • Template: Complete the new item with details from a template.

5. From which do you want to copy? Based on the option selected in step 4.

6. Select a new unit of measure (mandatory field).

7. Select whether you want the unit cost calculated.

Page 2

When an item is selected on the first page, the following information can be selected for copying:

• Dimensions

• Units of Measure

• Stock Keeping Units

• Variants

• Translations

• Extended Texts

• BOM Components

• Sales Prices

• Sales Line Discounts

Page 3

The next page of the wizard is pre-filled based on the copy selection from page 1, but can be updated. Fill in or review the following fields:

• Item Category

• Product Group

• Gen. Prod. Posting Group

• Inventory Posting Group

• VAT Prod. Posting Group

• ProjectCost Type

• Replenishment System

• Service Item Group

• Costing Method

• Indirect Cost %

• Price/Profit Calculation

• Profit %

• Price Includes VAT

• Item Disc. Group

• Allow Invoice Disc.

• Automatic Ext. Texts

• Tax Group Code

• Warehouse Class Code

The next pages of the wizard are based on the selected replenishment system.

Page 4

Purchase item: fill in the following fields:

• Vendor

• Vendor Item Number

Page 5

Production item: routing. Set a routing for the item:

• How do you want to assign a routing (existing, Copy From, Create New)

• Which routing to use

• Which routing version

• Number of the new routing

• Describe your routing

Page 6

Production item: BOM. Set a bill of material for the item:

• How do you want to assign a BOM (existing, Copy From, Create New)

• Which BOM to use

• Which BOM version

• Number of the new BOM

• Describe your BOM

Page 7

Last page:

• Finish: Complete the wizard, create the item, and insert it on the budget or planning line.

• Back: Return to page 3.

• Close: Leave the wizard without Anywhere Mobility Solutions updates.