Managing Item Records

Note: You can edit or delete item records in Purchase Orders only if you do not use Inventory Control.

You can change most of the information in an item record at any time. More...

Note:

You cannot:

  • Directly change an item number. You must first create a new item record with the new number, copy the item information to the new record, then delete the old item record.
  • Assign an item to an inactive account set.

The changes have no effect on current transactions. You will see the changes the next time you select the item in a new transaction.

We do not recommend that you change the account set assigned to an item record for which you have posted transactions. Purchase Orders warns you if you attempt to change an item’s account set while there are posted transactions for the item for which Day End Processing has not been run.

Once you make an item inactive, you cannot use it in transactions (except for purchase order returns) unless you make it active again.

  • Before you can delete an item record, you must have completed all receipts involving the item and, if you posted any transactions for the item since the last day-end processing, you must run day-end processing.

To edit item records:

  1. Open Purchase Orders > P/O Setup > Items.
  2. Type the code for the item record you want to edit or select it using the Finder or the navigation buttons next to the field.
  3. Make the changes you need.
  4. Click Save.

To delete Item records:

  1. Open Purchase Orders > P/O Setup > Items.
  2. Type the item number for the item you want to delete, or select it using the Finder or the navigation buttons beside the field.
  3. Click Delete.
  4. If a message appears asking you to confirm the deletion, click Yes.

Tip: You can also use the Delete Inactive Records screen to delete inactive item records. For more information, see P/O Delete Inactive Records Screen.