Setup Items for Outside Service Process
Overview
There are a few types of items that need to be set up properly before you can go through the Outside Service Process.
The following types of items must be set up:
Raw Materials
Finished Goods
Outside Service Item
Packing Item
Setup Raw Materials, Packing Items, and Finished Goods
Open the App Launcher. Search for Items.
Click on New or Clone an existing item to create a new item.
Create the Raw Material item with the following configurations:
Use the steps above to create items for Packing Items.
Example:
Field Name | Value |
|---|---|
Item Type | Inventory |
Work Center | Unchecked |
Outside Service | Unchecked |
Cost Method | FIFO |
Replenishment System | Purchase for Raw Materials and Packing Items, and Work Order for Finished Goods |
Standard Base Cost | Enter an average cost per Base Unit of Measure for reporting and for the standard cost roll-up. |
Preferred Vendor | Enter the preferred vendor to create new Purchase Orders. |
Example of Raw Material and Packing Item Replenishment System:
Example of Finished Good Replenishment System:
Setup Outside Services Item
Open the App Launcher. Search for Items.
Click on New or Clone an existing item to create a new item.
Create the Outside Service Item with the following configurations:
Field Name | Value |
|---|---|
Item Type | Service |
Work Center | Checked |
Outside Service | Checked |
Cost Method | FIFO |
Replenishment System | Purchase |
Standard Base Cost | Enter an average cost per Base Unit of Measure for reporting and for the standard cost roll-up. |
Preferred Vendor | Enter the preferred vendor to create new Purchase Orders. |
