Item Management User Manual

Overview

Item Management is the screen for registering, editing, and deleting the item master data used in MES, including finished products, semi-finished products, raw materials, and auxiliary materials. Standard units, specifications, unit prices, and business partner information are managed here as well.

Access

• Sidebar: Master Data Management → Item Management

Before you begin

• Register the standard unit to use in advance, and determine the item type and inbound and outbound unit prices.
• Decide whether to enter the code manually or use automatic generation.
• For an item also registered as material, prepare the initial-inventory storage and quantity.

Required information

• Item Name, Item Type, Standard Unit, Inbound Unit Price, and Outbound Unit Price are required.
• Item Code is also required when automatic code generation is not used.
• If material registration is selected, add at least one storage and enter its initial quantity.
• Partner, category, specification, and image are not required when saving.

Save and processing checks

• Confirm that inbound and outbound unit prices are not empty. If the same-unit-price option is used, confirm that both values are applied as intended.
• When registering material, saving is blocked if any storage has a quantity of 0, so check every row.
• Item type and standard unit are used later in BOM and inventory work, so review the selections before saving.

Screen Layout

• List: View the item code, item name, category, item type, and usage status.
• Item Registration: Complete three steps: Item Information → Material Registration → Registration Complete.
• Lookup buttons: Load choices from other master data, such as categories, business partners, and units.

Registering Item Information

1. Click Register from the list.
2. Enter the item code directly or select Auto-generate Code.
3. Enter or look up the required Item Name, Item Type, Usage Status, and Unit Name.
4. If needed, enter a category, item image, business partner, unit symbol, and standard specification.
5. Confirm the required Registered Receipt Unit Price and Registered Issue Unit Price. Select Same as Receipt Unit Price to use the same amount.
6. Click Next to proceed to Material Registration, then continue through Registration Complete.
7. After completion, search for the item code and item name in the list to confirm the registration.

Editing

1. Click an item in the list to enter details.
2. Click Edit.
3. Edit the basic information or unit prices, then click Save.

Deletion

1. Select the item you want to delete from the list.
2. Click Delete and confirm.
3. Verify that the confirmation dialog shows the correct item, then complete the deletion.

Troubleshooting

• Q. The standard unit is not in the list.

  A. Register the unit in Standard Unit Management, then restart item registration.

• Q. Do I need to choose the item code myself?

  A. Select Auto-generate Code to continue registration without entering one manually.