Associating multiple inventory items to a common inventory count can be accomplished using the component option within EBMS as described below. Associating items should only be used if multiple item IDs are required for the same item. The following methods or dealing with multiple pricing, multiple vendor part numbers, or replacement or substitute items is far superior to use the associated items option. Review the options described below before implementing the associated item option:
Do not confuse Associated items with substitute or replacement parts. Review the substitute items section for more details.
Use the unit of measure option within EBMS to create multiple prices for a single item or create multiple units-of-measure rather than associated items. Review the multiple unit-of-measure section for instructions on the UOM option.
Do not use the associated item method to record multiple vendor part numbers. A list of vendor part numbers can be added to the purchasing tab. Review the multiple vendor part numbers for more details.
Complete the following steps to associate the secondary or duplicate part number with the inventory item that tracks the count or items on hand:
Create an inventory item that is classified as track count or other perpetual inventory classification. This track count item will be identified as the main item for this documentation. See Product Catalog > Entering New Products for more details on creating a track count item.
Create a second inventory item that will be associated with
the first main item described in step 1. This item must be classified
as No Count. Review the Product Catalog > Item Classifications
for more details on inventory classifications. Launch the new inventory
item wizard and complete the following steps:
Select the desired folder and click Next. Review
Catalog > Adding and Deleting Inventory Folders for more
Enter a description for the associated item. Note that the
description must be entered for the associated item and can not
be copied from the main item. Press Next
The Classification of the associated item MUST be No Count since the inventory is not maintained in this item but the main item. The Purchase method and Gross Weight do not apply on the associated item record. Click Next to continue.
The cost amount can be ignored since the cost is copied
from the main item. The Markup
setting can be set to From
Component Base Prices as shown above if the associated
item's Base Price should
equal the price of the main item. The price Formulas
can be calculated from the cost, calculated from the Base Price, or using the price Formula for each price level.
Review the pricing options in the Pricing
> Price Formulas section of the documentation. Click Next to continue.
Enter an Item Code for the associated item. Note that this code must be unique and can not be the same as the main item. Enable the I want to view the new inventory item now option so that we can associate the item immediately. Click Finish to open the inventory record as shown below.
Click on the Components tab to add the associated item.
Click on the New button
to associate the main item by adding the item to the component
Select the Single Component Type.
Enter the main item into the Item entry.
Disable the Show On Printed Document option to hide the main item.
The Quantity should
be done if the associating is one-to-one. Chance the Quantity
if the association or secondary part number is a different
unit-of-measure. Review the Tracking
Counts > Unit of Measure section for more details on using
the unit of measure option instead of associated items. The recommended
association of items will set the Quantity
to 1 and the unit of Measure
to the main unit of measure setting on the main item. Click
OK to save the component
and return to the Component list.
Enable the Assembly Kit option highlighted above. Save the associated item by clicking the OK button.
Open a sales invoice and enter the associated item into the sales order as shown below:
Note that the main item is hidden under the associated item.
Review the following sections for more ways to associate items or process multiple units of measure:
Substitute Items or replacement parts, review substitute items section
Multiple units of measure without multiple SKU numbers, review the multiple unit-of-measure section.
Multiple vendor part numbers, review the multiple vendor part numbers section for more details.