ITEM MASTER (CREATE)

The Item Master serves as a centralized repository for detailed item information, including identification, classification, dimensions, vendor details, costing, planning, and quality parameters. It is essential for efficient inventory management, ensuring accuracy across procurement, production, and tracking processes.

Prerequisites

Fields marked with dropdown menus depend on predefined values. Ensure these values exist in their respective secondary masters before proceeding.

Navigation

1. Navigate to Engineering.
2. Click Create under the Item Master menu.

Item Master Form

Upon accessing the creation page, the Item Master form will appear.

• Item Number: Enter a unique identifier or code for the item.
• Description: Provide a concise description of the item.
• Active Status: Toggle to enable or disable the item. Enabled by default (Active).
• Obsolete: Toggle to mark the item as no longer in use. Disabled by default (Valid).
• Upload Photo: Click the icon to upload an item image. The selected image will appear in the preview area.

General Description

Configure basic details such as item type, commodity, and material group.

• Type: Select the item type.

  To add a new type, visit: Type

• Commodity: Select the commodity category.

  To add a new commodity, visit: Commodity

• Material Group: Select the associated material group.

  To add a new material group, visit: Material Group

• Purchase Group: Select the responsible purchase group.

  To add a new purchase group, visit: Purchase Group

• Department: Select the associated department.

  To add a new department, visit: Department

• UOM (Unit of Measure): Select the primary unit of measure.

  To add a new UOM, visit: UOM

• HSN: Enter the HSN (Harmonized System of Nomenclature) code for tax classification.
• Valid From / Valid To: defined the validity period using the calendar selectors.
• Customer Supplied Item: Enter the reference for customer-supplied items, if applicable.
• PR Required: Toggle to require a Purchase Requisition for this item. Enabled by default.
• PO Material Type: Select the material type for Purchase Orders.
• Open GRIN: Toggle to allow pending Goods Receipt Notes (GRIN) processing. Enabled by default.
• Tolerance: Toggle to allow quantity or value tolerance during transactions. Disabled by default.

Alternates

Record alternative part numbers from different manufacturers or customers.

• Alternate Part No: Enter the alternative part number.
• Source: Select the source type:
  • Manufacturer
  • Customer
• Manufacturer/Customer Name: Enter the name of the manufacturer or customer.
• Default: Toggle to set as the default alternate. Enabled by default.

Actions: Click Add to save the entry to the list.

Engineering

Define technical specifications, compliance, and document retention.

• Drawing No: Enter the specific drawing number.
• Rev No: Enter the revision number to track changes.
• COC (Certificate of Conformance): Toggle if a COC is required. Disabled by default.
• Shelf Life: Toggle if the item has a shelf life. Disabled by default.
• Upload Files: Attach relevant technical documents or drawings.
• Doc Ret (Years): Specify the document retention period in years.
• Remarks to Vendor: Provide specific instructions for vendors.
• ROHS: Toggle if compliant with RoHS (Restriction of Hazardous Substances). Disabled by default.
• REACH: Toggle if compliant with REACH. Disabled by default.

Dimensions

Specify physical properties including weight, volume, and size.

• Net Weight: Enter the weight excluding packaging.
• UOM (Net Weight): Select the unit for net weight.
• Gross Weight: Enter the weight including packaging.
• UOM (Gross Weight): Select the unit for gross weight.

  To add a new unit, visit: UOM

• Volume: Enter the item's volume.
• UOM (Volume): Select the unit for volume.
• Size: Specify dimensions (e.g., Length × Width × Height).
• Reference Footprint: Enter the surface area or layout footprint.

Routing

Define manufacturing or handling processes, including time estimates.

• Process Step: Enter the step identifier or name.
• Process: Select the process type.

  To add a new process, visit: Process

• Description: Describe the process step's purpose.
• Machine (Hrs): Estimate machine hours required.
• Labor (Hrs): Estimate labor hours required.
• Active: Toggle to enable the step. Enabled by default.

Actions: Click Add to save the entry to the list.

Approved Vendor List

Manage authorized vendors and their business share allocations.

• Vendor Code: Select the vendor code.
• Vendor Name: Select the vendor name.
• Share of Business: Specify the allocated business share percentage.

Actions: Click Add to save the entry to the list.

Planning

Set inventory control limits and lead times.

• Min: Minimum stock quantity.
• Lead Time (Days): Procurement or production lead time.
• Max: Maximum stock quantity.
• Re-Order: Stock level that triggers replenishment.
• 2 Bin: Quantity for 2-bin system.
• KANBAN: Toggle to enable KANBAN (JIT) control. Disabled by default.

Warehouse

Configure storage locations and handling requirements.

• Warehouse: Select the designated warehouse.

  To add a new warehouse, visit: Warehouse

• Active: Toggle to enable the warehouse association. Enabled by default.

Actions: Click Add to save the entry to the list.

Storage

• ESD: Toggle for Electrostatic Discharge sensitive handling. Disabled by default.
• FIFO: Toggle for First-In, First-Out rotation. Disabled by default.
• Cycle Count: Toggle to include in periodic cycle counts. Disabled by default.
• LIFO: Toggle for Last-In, First-Out rotation. Disabled by default.
• Hazardous Material: Toggle for hazardous item classification. Disabled by default.
• Expiry (Days): Days until expiration.
• Inspection Interval (Days): Frequency of inspections.
• Special Instructions: Additional safety or storage guidelines.

Shipping

Define special requirements for shipping.

• Instructions: Enter specific shipping instructions.

Quality

Set inspection and batch processing parameters.

• IQC (Incoming Quality Control): Toggle to enable incoming inspection. Enabled by default.
• GR Processing (Days): Days allotted for Goods Receipt (GR) processing.
• Batch Size: Standard production or processing quantity.

Costing

Manage financial data, valuation, and depreciation.

• Cost Center: Select the cost center.

  To add a new cost center, visit: Cost Center

• Std Cost (Standard Cost): Enter the standard cost for budgeting.
• Costing Method: Select the valuation method.

  To add a new method, visit: Costing Method

• Valuation: Toggle to enable valuation tracking. Disabled by default.
• Depreciation: Toggle if the item depreciates. Disabled by default.
• PFO (Planned Fixed Overhead): Toggle to include fixed overhead costs. Disabled by default.

Save Configuration

Click Save to complete the Item Master creation. The record will be available in the View/Modify section.