Set up items and item categories

Inventory items have the following characteristics:

  • A greater degree of precision when tracking specific items.

  • If you maintain an in-house inventory, quantities on hand.

  • Vendor items numbers.

  • Preferred vendors.

  • Specific pricing.

Items can be organized by item categories. Also, categories can be applied as security filters so that users can only view the items that they are permitted to see.

To set up item categories

For information about how to set up item categories, see Categorize items.

To set up items

For information about how to set up items, see Register new items and To assign an item category to an item.

If you are using inventory and items, set up the following fields on the Item Card page, on the Item FastTab:

  • Item Category Code

  • Purchaser Code

  • Details

If you are using inventory and items, set up on the Item Card page, on the Inventory FastTab, Commitment G/L Account.

Set up requisition management

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