Quick Item Build

Overview

A way to quickly configure specific fields to be required and/or enabled when creating a new item has been added to the software. There will now be 3 ways to create a new item.

1. Non-Stock Build (NSB) flag on the Quote/Order - Least amount of requirements.

2. Inventory Creation Wizard - most involved way to create new items on the fly.

3. Quick Item Build - configurable amount of requirements is the newest way.

Previously, the way to create a new item on the fly was to either use NSB on the line with limited requirements of Part Number, Description, MFG which would follow the Costing/Pricing File for that MFG or use the Item Creation Wizard which would provide the full Item Entry screen(s).

This new Quick Item Build feature will allow the user to have a middle ground where they can define which fields are required to create a new item in a Quote/Order and/or RFQ/PO form.

A user with admin rights may choose what fields are enabled and/or required when creating a new item using the Quick Item Build by accessing the administrator menu and clicking on the Configure Quick Item Build tab.

The Part Number, MFG Code, UPC Symbol, and Default Vendor will always be enabled and required but other fields can be checked or unchecked to be enabled (show) or required (can’t finish without entering/selecting).

This screen can be accessed while on a Quote/Order or RFQ/PO by right clicking on a line in the grid and Quick Item Build. The screen will appear with the fields depending on how it is configured. New items will be added to the Item Manager and will act just like the Item Creation Wizard or NSB checkmark and create the new item even if the Order is canceled.

Configure Quick Item Build Tab

• Admin Config Quick Item Build

  

• All fields will be checked enabled and the following enabled and required:

  • Part Number, MFG Code, UPC Symbol, Inventory Type, and Default Vendor

Part Number, MFG Code, UPC Symbol, Inventory Type, and Default Vendor cannot be disabled, trying to uncheck enabled or required on these fields, enabled and required is still checked. Beside Stocked and Serialized there are combo boxes to define the default value

• False is the default setting and the other option True

• Stocked and serialized can not be marked as required, can only be checked or unchecked for enabled

• Beside UOM there is a combobox listing existing units of measure, abbreviated

  • Default UOM selected should be “Each (EA)”

• The “Type” field should be checked for enabled and required and can not be unchecked.

• The Field Type description should read “Combobox listing the item types”

  • Default Inventory Type should be “Normal Inventory Item”

Quick Item Build Screen Behavior

• Create a new quote.

• Right click on the line grid.

• Choose Quick Item Build option.

• The quick item build screen appears.

  

• The fields appear according to how it was configured in Configure Quick Item Build.

• With the ones marked required indicated with a red asterisk.

• There is a disabled finish button and an enabled cancel button

• Fill in each required field

• And the finish button enables

• The stocked and serialized checkboxes are checked or unchecked

• UOM defaults to the UOM chosen while configuring

• Click Finish

• The new item is entered as a line item in the quote

• Try these same steps in an existing order or convert this quote to an order.

• On an RFQ and on a PO the same behavior happens

• Look up the item in Item Manager, it will pull up like any other item with the applicable fields filled in according to how I created it in the quick item build screen

Disabled Fields Fit to Screen

• Let’s open the admin, administrator screen, Configure Quick Item Build

• Mark the following fields unchecked enabled

Category Code

Commodity Code

MFG UCC

Notes

Product Type

UD Classification 2

UD Classification 3

UD Classification 4

UD Classification 5

UNSPSC

• Mark UD Classification 1 required

• Then pull up the Quick Item Build screen in a quote

• The screen appears with the required fields with a red asterisk

• The not required fields do not have red asterisk

• Fill out the required fields

• The finish button enables

• Finish without filling out the other fields that are not required

• And the fields unchecked for enabled do NOT show up

• And the enabled fields are arranged as follows

• The following fields have a free form text field in their data source (in the item manager) but should not be free form text in the quick item build. They should only be a combobox listing existing values.

  • If they start typing it should predict the value listing values containing those characters.

  • Category Code

  • Commodity Code

  • MFG Code

  • MFG UCC

  • Product Type

  • UD Classification 1

  • UD Classification 2

  • UD Classification 3

  • UD Classification 4

  • UD Classification 5

  • UNSPSC

  • UOM

• Part Number, Description, UPC Symbol and Notes should be the same type field as found in the item creation wizard. Making sure the UPC symbol has a “...” button to have the system generate it.

• Default Vendor should have predictive typing if you start typing it should show all vendors with those characters in a combobox. AND it should have a search spyglass icon letting the user search for a vendor like normal.

• Cost and List Price should just be a text field for numbers only.

• Serialized and Stocked should be checkboxes, like in the item manager.

• There are no security rights related to this functionality