Associate Organization-specific Details to an Item

You use the Item Master (SP) application to associate organization-specific details to an item. You group items in item sets, and multiple organizations can use those sets. However, the safety hazards and tax codes that you apply to an item are generally specific to a single organization. In the Item Master (SP) application, after selecting or creating an item, you can add, view, modify, or delete the information that varies by organization.

To associate organization-specific details to an item:

1. Display the item record to which you want to add organization-specific details; or add an item record.

2. From the Select Action menu, select Item/Organization Details. The Item/Organization Details dialog box opens showing any existing details.

3. Click New Row. The Row Details open.

4. In the Organization field, enter a value or click Select Value to retrieve the organization to which this information applies. The system lists only those organizations that are associated with the item set to which this item belongs.

5. If appropriate, add a safety hazard. The system lists only the safety hazards that are associated with the specified organization.

6. If appropriate,  add a tax code. The system lists only the tax codes that are associated with the specified organization.

7. If appropriate, click New Row to add details specific to another organization.

8. After you add organization-specific details for this item, click OK. The Item/Organization Details dialog box closes.

9. Click Save Item . The system associates to the item the list of safety hazards and tax codes specified for each organization.

See Also

Modify Organization-specific Details for an Item

About Item Sets