Adding a New Stock Item Record - DAS Material Only Lesson


In this lesson you will learn how to add a new stock item record.  This is for AS Material only. 


Steps:

  1. Click the State of Nebraska link.

    Step 1
  2. Click the Inventory link.

    Step 2
  3. Click the Inventory Setup link.

    Step 3
  4. Click the Inventory Master link.

    Step 4
  5. Click the Item Master link.

    Step 5
  6. Click the Add button.

    Step 6
  7. Item Number – will be the Inventory Number

     

    Note: The system will indicate an error if an item number already exists it the system, only after you click OK.  

     

    For this lesson enter "TR-EXAMPLE" into the Item Number field.

    Step 7
  8. Item Number (Short) – will be the Short Item No. Leave blank, system will assign number.

     

    Note: You will be able to search for this number by putting a slash ( / ) before the number in the Inventory Number field.

    Step 8
  9. Catalog Number – will be the 3rd Item Number. Defaults in the Item Number if left blank. Enter up to 25 alphanumeric characters.

     

    Note: You will be able to search for this number by putting an asterisk ( * ) before the number in the Inventory Number field.  

     

    For this lesson we will leave this field blank.

    Step 9
  10. Click in the Description field.

    Step 10
  11. Description – basic description of the item 

     

    For this lesson enter "TRAINING EXAMPLE" into the Description field.

    Step 11
  12. Description (the second line) – more detail description of the item

     

    Search Text – defaults to what you enter in the Description field. Recommend you enter a more generic definition to enhance your search capability later.  

     

    In this lesson we will leave these fields blank.

    Step 12
  13. Click in the Stocking Type field.

    Step 13
  14. Enter the "S" (Stock End-Item) into the Stocking Type field.

    Step 14
  15. G/L Class – value is dependent on the category of supplies as defined by your agency.  

     

    In this lesson we will leave this field blank.

    Step 15
  16. Click in the Unit of Measure field.

    Step 16
  17. Enter "EA" into the Unit of Measure field.

    Step 17
  18. Line Type – defaults to S, Stock Inventory Item

    Step 18
  19. Click the Weights and Measures tab.

    Step 19
  20. Verify the following information:

     

      Primary – EA

      Secondary – EA

      Purchasing – EA

     

    Note: The rest of the fields are either blank or contain predefined defaults.

    Step 20
  21. Note: The Item Number (Short) is generated by the system. Record if desired for future reference.

    Step 21
  22. Click the OK button.

    Step 22
  23. Click the Cancel button.

    Step 23
  24. Click the Cancel button.

    Step 24
  25. Click in the Item Number field.

    Step 25
  26. Enter the Item Number into the Item Number field. 

     

    For this lesson enter "TR-EXAMPLE" into the Item Number field.

    Step 26
  27. Click the Find button.

    Step 27
  28. Choose the Item Number by clicking the check box next to it.  

     

    Click the TR-EXAMPLE option.

    Step 28
  29. Click the Row button.

    Step 29
  30. Click the Category Codes menu.

    Step 30
  31. Click in the Commodity Class field.

    Step 31
  32. Enter the first 3 digits of the NIGP code into the Commodity Class field. 

     

    For this lesson enter "001".

    Step 32
  33. Click in the Commodity Sub Class field.

    Step 33
  34. Enter the forth and fifth digits of the NIGP code into the Commodity Sub Class field. 

     

    For this lesson enter "00".

    Step 34
  35. Click in the Category Code 6 field.

    Step 35
  36. Enter the first 5 digits of the NIGP code into the Category Code 6 field. 

     

    For this lesson enter "00100".

    Step 36
  37. Click the OK button.

    Step 37
  38. Click the Cancel button.

    Step 38
  39. Click the Close button.

    Step 39

You have successfully completed this lesson.

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