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Fundamentals-–​ Exercises

Name: Gabriel Ruedas


Unit: Inventory
Topic: Setting up Inventory: Items and Warehouses
At the conclusion of this exercise, you will be able to:
● Name which values are defaulted from item groups into the
item master
● Create item master records
● Customize search windows for items

In this exercise, you review the default settings in the item group
for scanners. You create item master records for two scanners.
You customize settings for the list of items.
.

1-1 Check if an item group has been defined for scanners.

If the item group has not been defined for scanners, create an item group now.
Which default values for items are set at the item group level?
___________________________________________________________

1-2 Create item master records.

1-2-1 Create the item Photo Scanner​.

Field Name or Data Type Values


Item Number A2000
Description Photo Scanner
Item Group Scanner
Choose ​Base Price​ ​List 60
Inventory Item Set indicator
Sales Item Set indicator
Purchased Item Set indicator

Choose the ​Purchasing Data t​ ab page.


Field Name or Data Type Values
Preferred Vendor V10000
Length 18
Width 10
Height 4.5
Weight 3kg
1-2-2 Create the item Digital Flatbed Scanner.

Field Name or Data Type Values


Item Number A2001
Description Digital Flatbed Scanner
Item Grouping Scanners
Choose ​Base Price ​list 80
Inventory Item Set indicator
Sales Item Set indicator
Purchased Item Set indicator
Choose the ​Purchasing Data ​tab page.
Field Name or Data Type Values
Preferred Vendor V10000
Length 14
Width 19
Height 6
Weight 5kg
1-3 Find item master records and work with the List of Items function.

1-3-1 Choose ​Item Master Data.​ In the ​Item Number field​, type in ​A​ and choose
Enter​ or ​Find.​ Which item master records do you find?
I found all the Item Numbers that has the first letter A in it. From A1000
to A2001

1-3-2 Customize the window ​List of Items.


Into the first free row, enter the ​Field Name​ ​Item Group​ by using the drop-
down list, for the ​Displayed Name,​ type in, for example, ​Group​. Check the
box in the ​Group c​ olumn and choose ​Update​ and ​OK.
Cancel​ the ​List of Items​, and start the search again by using ​Find​. The ​List of
Items​ window opens again, but is now grouped by the item group. You can
expand one group by clicking ​+​ icon or you can choose ​Expand All ​to view all
the groups.
1-3-3 True or False: The changes to the ​List of Items​ function are applicable for all
users?
False.
​ indow​.
1-3-4 Restore the original settings in the ​List of Items w

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