Lab 6.2 - Item Masters
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Lab 6.2 - Item Masters Overview of Item Masters The Item Master application is used to define items that are stocked in your storerooms or purchased using Purchase Orders. You group these items in an item set that can be shared by the organizations that use the item set. When the item record is created, you can define the main attributes of the item (such as the commodity codes, the order, and issue units, whether an item is lotted, rotating, or condition-enabled). You can also specify any alternate items that you can use in its place and a list of the condition codes that you want applied to the item. Create items that can be stocked in storerooms and/or purchased on Purchase Orders. Define information related to an item, such as: o vendors that carry the item o specifications for the item o the parts needed to build an item assembly structure Create item kits that are collections of items that you issue as a single unit. Add items to one or more storerooms. Specify the percentage of items that can be received over the amount ordered in the initial agreement. Attach outside documents that relate to an item. Working with Item Masters In the Item Masters application, you can add item records, associate items with vendors, add specifications, create item structures, create condition-enabled structures, create item kits, and add alternate items. You can also change the status of the item, duplicate the item, specify organization details, add the item to a storeroom and delete items. Item Masters 6.2-1
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Transcript of Lab 6.2 - Item Masters
Lab 6.2 - Item MastersOverview of Item MastersThe Item Master application is used to define items that are stocked in your storerooms or purchased using Purchase Orders. You group these items in an item set that can be shared by the organizations that use the item set. When the item record is created, you can define the main attributes of the item (such as the commodity codes, the order, and issue units, whether an item is lotted, rotating, or condition-enabled). You can also specify any alternate items that you can use in its place and a list of the condition codes that you want applied to the item.
Create items that can be stocked in storerooms and/or purchased on Purchase Orders. Define information related to an item, such as:
o vendors that carry the item o specifications for the item o the parts needed to build an item assembly structure
Create item kits that are collections of items that you issue as a single unit. Add items to one or more storerooms. Specify the percentage of items that can be received over the amount ordered in the
initial agreement. Attach outside documents that relate to an item.
Working with Item MastersIn the Item Masters application, you can add item records, associate items with vendors, add specifications, create item structures, create condition-enabled structures, create item kits, and add alternate items. You can also change the status of the item, duplicate the item, specify organization details, add the item to a storeroom and delete items.
Creating Item MastersInventory Management users will have the ability to create Item Masters in Maximo.
Exercise: Create an Item Master
1. Click Go To Inventory Item Master. Click New Item.
Item Masters 6.2-1
2. In Item field, write 100 and “Ethernet” in Description field.3. Using the “Select Value” icon next to the “Commodity Group” field, select
‘ELECTRICAL WIRE’. 4. Using the “Select Value” icon next to the “Commodity Code” field, select
‘COPPER WIRE’. 5. Using the “Select Value” icon next to the “Order Unit” field, select ‘EACH’. 6. Using the “Select Value” icon next to the “Issue Unit” field, select ‘EACH’. 7. Optional: Check the “Rotating?” or “Add as Spare Part?”. 8. Click Save.
9. Go to the Specifications tab.
Item Masters 6.2-2
10. Using the “Detail Menu” icon next to the “Classification” field and then the “Classify” option.
11. Select the “+” icon next to “IT (UNSPSC)” 12. Click the blue box next to “Component” “System cards” “Network card”13. Save the record.
The Description is updated based on the Item Classification.
Updating Item MastersInventory Management users will have the ability to update Item Masters in Maximo. This includes the ability to modify item details, change the status of the item, change the organization details, and add the item to a storeroom.
Exercise: Update an Item Master
1. Click on the Go To menu Inventory Item Master. 2. In the Item Master application List Tab, search for an Item and open it. You can
search for the Item you just created in the last exercise. 3. Go to the Vendor tab.
4. In the Vendor section click the “New Row” button. 5. Using the “Detail Menu” icon select the “Select Value” icon next to the “Vendor”
field, select a Vendor.
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6. Save the record.
Item Masters 6.2-4
