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Attributes | ATO Model | ATO Option Class | ATO Item | Finished Good | Kit |
---|---|---|---|---|---|
Assemble to Order | Yes | Yes | Yes | No | No |
BOM Item Type | Model | Option Class | Standard | Standard | Standard |
BOM Allowed | Yes | Yes | Yes | Yes | Yes |
Build in WIP | Yes | Yes | |||
Costing Enabled | Yes | Yes | Yes | Yes | Yes |
Customer Ordered Item | Yes | Yes | Yes | Yes | Yes |
Customer Orders Enabled | Yes | Yes | Yes | Yes | Yes |
Forecast Control | Consume and Derive | Consume and Derive | Consume and Derive | Consume and Derive | Consume and Derive |
Include in Rollup | Yes | Yes | Yes | Yes | Yes |
Inventory Asset Value | Yes | Yes | Yes | Yes | Yes |
Inventory Item | Yes | Yes | Yes | Yes | Yes |
Invoiceable Item | Yes | Yes | Yes | Yes | |
Invoice Enabled | Yes | Yes | Yes | Yes | |
MRP Planning Method | MPS Planning | MRP Planning | MRP Planning | MPS Planning | Not Planned |
Make or Buy | Make | Make | Make | Make | Make |
OE Transactable | Yes | Yes | Yes | Yes | Yes |
Outside Processing Item | |||||
Pick Components | No | No | No | No | Yes |
Purchased | No | No | No | No | No |
Purchasable | |||||
Reservation Control | Reservable | Reservable | |||
Rounding Control | Round order quantities | Round order quantities | |||
Ship Model Complete | Yes | ||||
Shippable | Yes | Yes | |||
Stockable | Yes | Yes | |||
Transactable | Yes | Yes | |||
User Item Type | ATO model | ATO Option Class | ATO Item | FG | K |
WIP Supply Type | Assembly pull | Phantom | Push | Push | Assembly pull |
Table 1 - 5. Item Templates, Table #1 (Page 2 of 2) |
Attributes | Outside Processing Item | PTO Model | PTO Option Class | Phantom Item | Planning Item |
---|---|---|---|---|---|
Assemble to Order | No | No | No | No | No |
BOM Item Type | Standard | Model | Option Class | Standard | Planning |
BOM Allowed | Yes | Yes | Yes | Yes | |
Build in WIP | Yes | ||||
Costing Enabled | Yes | Yes | Yes | ||
Customer Ordered Item | No | Yes | Yes | No | |
Customer Orders Enabled | Yes | Yes | |||
Forecast Control | Consume and Derive | Consume and Derive | |||
Include in Rollup | Yes | Yes | Yes | ||
Inventory Asset Value | Yes | Yes | Yes | ||
Inventory Item | No | Yes | Yes | Yes | Yes |
Invoiceable Item | Yes | ||||
Invoice Enabled | Yes | ||||
MRP Planning Method | MRP planning | Not Planned | Not Planned | MRP planning | Not Planned |
Make or Buy | Make | Make | Make | ||
OE Transactable | Yes | Yes | Yes | ||
Outside Processing Item | Yes | ||||
Pick Components | No | Yes | Yes | No | No |
Purchased | Yes | No | No | No | No |
Purchasable | Yes | ||||
Reservation Control | |||||
Rounding Control | |||||
Ship Model Complete | Yes | ||||
Shippable | |||||
Stockable | |||||
Transactable | |||||
User Item Type | OP | PTO Model | PTO Option Class | PH | PL |
WIP Supply Type | Supplier | Phantom | Phantom | ||
Table 1 - 6. Item Templates, Table #2 (Page 2 of 2) |
Attributes | Purchased Item | Reference Item | Subassembly | Supply Item | Freight | Product Family |
---|---|---|---|---|---|---|
Assemble to Order | No | No | No | No | No | |
ATP Components | No | |||||
BOM Item Type | Standard | Standard | Standard | Standard | Product Family | |
BOM Allowed | Yes | Yes | Yes | Yes | ||
Build in WIP | Yes | No | ||||
Check ATP | None | |||||
Costing Enabled | Yes | Yes | Yes | |||
Customer Ordered Item | Yes | Yes | No | No | No | No |
Customer Orders Enabled | Yes | Yes | No | |||
Cycle Count Enabled | No | |||||
Engineering Item | No | |||||
Forecast Control | Consume and Derive | Consume and Derive | ||||
Include in Rollup | Yes | Yes | No | |||
Internal Ordered Item | No | |||||
Internal Orders Enabled | No | |||||
Inventory Asset Value | Yes | Yes | Yes | |||
Inventory Item | Yes | No | Yes | Yes | Yes | |
Invoiceable Item | Yes | Yes | No | |||
Invoice Enabled | Yes | Yes | Yes | No | ||
Make or Buy | Buy | Make | Buy | Make | ||
MRP Planning Method | MRP planning | Not planned | MRP planning | Not planned | Not planned | |
OE Transactable | Yes | Yes | No | |||
Outside Processing Item | No | |||||
Pick Components | No | No | No | No | No | |
Primary Unit of Measure | Each | |||||
Purchasable | Yes | Yes | No | |||
Purchased | Yes | No | No | Yes | No | |
Release Time Fence | Do Not Autorelease | |||||
Reservation Control | Reservable | |||||
Rounding Control | Round order quantities | Round order quantities | ||||
Serviceable Product | No | |||||
Ship Model Complete | ||||||
Shippable Item | Yes | Yes | No | |||
Stockable | Yes | Yes | Yes | No | ||
Support Service | No | |||||
Transactable | Yes | Yes | Yes | Yes | No | |
Use Approved Supplier | No | |||||
User Item Type | P | REF | SA | SI | Freight | Product Family |
Warranty | No | |||||
WIP Supply Type | Assembly pull | Operation pull | Bulk | |||
Table 1 - 7. Item Templates, Table #3 (Page 3 of 3) |
You can enable or disable the attribute value for each attribute in a template. When you use a template, it applies only the enabled attributes for that particular template.
If you specify a template name for an existing item, the template overwrites existing attributes. You can apply as many templates as you want to an existing item. The more recent attribute values (from the last template applied) override previous values unless the previous value is not updatable (such as the Primary Unit of Measure, which is never updatable). For example, you define a new item and apply a template that has the Primary Unit of Measure = EACH and Cycle Count Enabled = YES. Then you apply a new template with Primary Unit of Measure = DOZ, Cycle Count Enabled = NO, and Carrying Cost Percent = 3. The attribute values are now: Primary Unit of Measure EACH, Cycle Count Enabled NO, and Carrying Cost Percent 3.
Also, a template does not update status attributes when the values are conflicting. For example, if an item is transactable and stockable, a template cannot change Transactable to Yes if it leaves Stockable equal to No.
For organization specific templates, some attributes, such as the planner, may be tied to the organization. For this reason, you cannot change the organization specified in the template once the template has been defined.
Overview of Item Setup and Control.
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