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.
![](../__attachments/2461958184/image-20220723-205951.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
Click on New or Clone an existing item to create a new item.
![](../__attachments/2461958184/image-20220728-220417.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
Create the Raw Material item with the following configurations:
![](../__attachments/2461958184/image-20220730-211048.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
Use the steps above to create items for Packing Items.
Example:
![](../__attachments/2461958184/image-20220730-211707.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
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:
![](../__attachments/2461958184/image-20220801-154428.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
Example of Finished Good Replenishment System:
![](../__attachments/2461958184/image-20220801-154259.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
Setup Outside Services Item
Open the App Launcher. Search for Items.
![](../__attachments/2461958184/image-20220723-205951.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
Click on New or Clone an existing item to create a new item.
![](../__attachments/2461958184/image-20220728-220417.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
Create the Outside Service Item with the following configurations:
![](../__attachments/2461958184/image-20220730-010757.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
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. |
![](../__attachments/2461958184/image-20220728-221014.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
![](../__attachments/2461958184/image-20220728-221143.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)