Dynamics 365 Business Central is a robust enterprise resource planning (ERP) solution that helps businesses manage their finances, operations, sales, and customer service. One of the essential functions of this system is the ability to set up new items, which can be products or services your company offers. This Dynamics 365 Business Central training guide provides a detailed walkthrough on how to set up new items in Dynamics 365 Business Central.
1. Accessing the Item List
To begin setting up a new item, you need to access the item list in Dynamics 365 Business Central. Follow these steps:
Log in to your Dynamics 365 Business Central account.
Navigate to the role center, where you will see various tiles representing different functions.
In the search bar, type "Items" and select the "Items" link from the dropdown menu.
This will take you to the Item List page, where all your existing items are displayed.
2. Creating a New Item
Now that you have accessed the Item List, you can create a new item:
Click on the "New" button at the top of the page.
This will open a new page where you can input the details of your new item.
2.1. Item Card Overview
The Item Card is where you will input all the necessary information about your new item. The card is divided into several sections, each serving a specific purpose:
General: Basic information about the item, such as item number, description, and item category.
Invoicing: Information related to sales and purchase pricing.
Replenishment: Details about how the item is procured or produced.
Planning: Parameters for inventory planning and management.
Item Tracking: Settings for tracking item transactions and inventory.
Warehouse: Information about item storage and handling.
Foreign Trade: Details about international trade and customs.
3. Filling Out the Item Card
Let's explore how to fill out each section of the Item Card:
3.1. General Section
Item Number: Enter a unique identifier for the item. This can be alphanumeric.
Description: Provide a detailed description of the item.
Base Unit of Measure: Specify the unit in which the item is measured (e.g., pieces, kilograms).
Item Category Code: Select an appropriate category for the item. Categories help in organizing and reporting.
Product Posting Group: Link the item to a product posting group, which determines how transactions involving this item are posted in the general ledger.
3.2. Invoicing Section
Unit Price: Set the sales price of the item.
Price/Profit Calculation: Choose the method for calculating the price (e.g., based on cost plus markup).
Gen. Prod. Posting Group: Specify the general product posting group for the item.
Inventory Posting Group: Select the inventory posting group, which defines how inventory transactions are posted.
3.3. Replenishment Section
Replenishment System: Choose between purchase, production, or assembly to define how the item is replenished.
Lead Time Calculation: Enter the lead time required to replenish the item.
Purchasing Code: If the item is purchased, select the purchasing code.
Vendor No.: If applicable, enter the vendor number associated with the item.
3.4. Planning Section
Reordering Policy: Define how the item is reordered (e.g., fixed reorder quantity, maximum quantity).
Safety Stock Quantity: Set a minimum quantity to keep in stock to avoid stockouts.
Reorder Point: Enter the inventory level at which a new order should be placed.
Order Multiple: Specify the multiple in which the item is ordered.
3.5. Item Tracking Section
Serial No. Tracking: Enable serial number tracking if you need to track individual items.
Lot No. Tracking: Enable lot number tracking if you need to track batches of items.
Warranty Date Tracking: If applicable, enable warranty date tracking.
3.6. Warehouse Section
Location Code: Specify the warehouse location where the item is stored.
Bin Code: Enter the bin code for the item's storage location within the warehouse.
Warehouse Class Code: If applicable, select the warehouse class code.
3.7. Foreign Trade Section
Country/Region of Origin Code: Enter the country or region where the item is produced.
Commodity Code: Specify the commodity code for customs and trade purposes.
Tariff No.: If applicable, enter the tariff number for the item.
4. Review and Save
Once you have filled out all the necessary fields on the Item Card, review the information to ensure accuracy.
5. Additional Features and Tips
Templates: Use item templates to standardize the creation of new items. Templates can save time and ensure consistency across similar items.
Batch Creation: If you need to create multiple items at once, consider using a Configuration Package. This allows you to import item data from Excel.
Custom Fields: Leverage custom fields to capture additional information specific to your business needs. Custom fields can be added to the Item Card to store data not covered by default fields.
Integration: Take advantage of the integration capabilities of Dynamics 365 Business Central. Integrate with other systems, such as CRM or e-commerce platforms, to streamline item management and ensure data consistency.
Conclusion
Setting up new items in Dynamics 365 Business Central is a crucial task that requires attention to detail and a thorough understanding of the system's capabilities. By following the steps outlined in this guide, you can ensure that your items are accurately represented in the system, facilitating efficient inventory management and smooth operations. Embrace the additional features and tips to enhance your item setup process, and leverage the power of Dynamics 365 Business Central to drive your business forward.
Comentários