Adding an Item

To add an item to the grid, complete the following steps:

1. Right click in the grid and select Add Record. The following window will appear:

   

2. The default lookup field will change depending on how the "Make Vendor Part No the Default for Part Lookup" integration option is set in the Work Options module.
   • If this integration option is set to "Yes", users will select the part from the Vendor Part No picklist (from the Vendors module). The Part ID associated with the part will be auto-populated by the system.
   • If this integration option is set to "No", users will select the part from the Part ID picklist (from the Parts module). The Vendor Part Number associated with the part in the Vendors module will be auto-populated by the system. If a vendor number is not associated with the part, you can manually add one or press the F5 key to use the Part ID/Description as the vendor number.

     Note: If the vendor listed in the PO is restricted, then only the parts associated with that vendor (via the Vendors module) will be available in the Part ID pick list.

3. Enter the vendor order information: units, price, etc. These are the order specs as described by the vendor.

   Note: Be sure the "allow input" checkbox in the field properties is marked or else these fields will be grayed out.

4. Enter the part units and cost information. These fields allow you to differentiate your part quantity/packaging and unit cost from the vendor's.  
5. Click to save the record.
6. Click to exit add mode.
7. Click to close the window.

   Note: While in Add mode, no data can be added to the items grid (you must be in View or Edit mode).