Update Item Records Version

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Overview

The system maintains several types of records for items:

The following sections explain how to access and edit item records.

Note: You can also use the Item Import feature to update item records. See Item Import and Mass Maintenance.

Security

The topic Restrict Users from Editing Asset Location Records and Item Inventory Records outlines how to access and use the Allow Changes to Asset Location and Inventory field.

If your user profile restricts you from displaying financial data, fields on any of the item inventory panels that normally display financial information (such as unit prices, average cost, inventory value) contain "{restricted data}."

See your system administrator if you need to maintain information in the Item Inventory.

Item Catalog Records

Item catalog records are created with Consolidated Item Add. Some information on an Item record can be changed if needed. Clearly, the Item No is not a candidate for change, but fields such as Item Alias, Item Picture URL, Search Words, and others may be updated.

To update item catalog records:

  1. From the Materials Management main Contents, select Inventory > Item Catalog.
    - The Item Catalog list appears.
  2. Use the Search and Quick Filter to locate the item that you wish to edit.
  3. Click the pencil icon beside the item or select Menu > Edit.
    - The Item Catalog Edit panel (Figure 1) appears.
    Note: Depending on features enabled for your site, more details may appear on the Item Catalog Edit panel than those displayed in Figure 1.

Figure 1 - Item Catalog Edit Panel

  1. Make any needed changes on the Item Catalog Edit General panel.
    - Note that other tabbed panels of information exist:
  1. Click Save periodically to save your work.
  2. Click Submit. The new information is saved in the item catalog record.

Changing Item Aliases and Search Words

Using Inventory Defaults

Organizations can define item catalog default values for the Patient Charge Number (CDM), Pass-Through Code, and Billable/Non-Billable Expense Codes (Figure 2) that can be automatically copied to any new inventory records created for the item. These fields are located on the Inventory Defaults tab. The automatic copy is enabled by organization on the organization record.

Figure 2 - New Inventory Default Fields on the Item Catalog Record

Fields on the Organization Edit panel -- when selected -- enable the automatic copy of the item catalog defaults to inventory records. The fields are located on the MM Information tab (Figure 3):

Figure 3 - The Organization Record Edit Panel

When an organization creates a new item, the defaults specified on the Consolidated Item Add panels are written to the inventory record. If an organization sets the Assign Patient Charge Number (CDM) from Catalog and Assign Expense Codes from Catalog fields, the default values for Patient Charge Number (CDM), Pass-Through Code, and Billable/Non-Billable Expense Code are retained on the item catalog record, and used to populate additional records for any future inventory assignments.

These actions also copy the default Patient Charge Number (CDM), Pass-Through Code, and Billable/Non-Billable Expense Code:

You can leave the default fields blank if you do not use them. If you change the values of the fields on the item catalog record, and the two "assign" flags on your organization record are set, all the organization's item inventory records are changed. You cannot change an existing value to a blank ("no value"). Changing the value of a field to blank (i.e., erasing the current value in the field) on the item catalog record has no effect on existing item inventory records; the original value is retained.

The Item Vendor Record and the Item Vendor UOM Record

When an item is created in the item catalog, UOM prices are established for the primary vendor. If you wish to purchase the item from an additional vendor, add the vendor and add a set of item UOM prices for the vendor. When you edit the Item Vendor UOM record, it is important to change UOM prices in the correct order. Select Recalculate All UOM Unit Prices on the Item Vendor record (Figure 3) to recalculate all UOM prices based on a new price for the lowest UOM.

On contract items, if you change the Item Vendor UOM Purchase Price and the item is activated on a contract, an error message appears. The authorized user will need to review the price change and determine whether to accept or reject it.

To edit an existing item catalog vendor record or add a new item vendor record:

  1. From the Materials Management main Contents, select Inventory > Item Catalog.
    The Item Catalog list appears.
  2. Use the Search and Quick Filter to locate the item that you wish to edit.
  3. Next to the item, select Menu > Item Vendors.
    The list of vendors for the item appears (Figure 4).
    If the item is Incomplete (and no vendors have been assigned to the item), No Data appears.

Figure 4 - Item Vendor List

Figure 5 - Item Vendor Record Panel for a New Item Vendor

- Enter information in the fields on the as needed.
- Click Help if you need field information.

  1. When you are finished adding or changing information, click Save and Submit.
    The Item Vendor UOM panel appears (at the bottom of Item Vendor Edit) and contains No Data (Figure 6).
    - Complete the Item Vendor UOM information at the bottom of the panel.

To add a UOM price:

  1. Click New.

Figure 6 - An Item Vendor Record Edit Panel with No UOM/Price Information

The Item Vendor UOM Edit panel appears (Figure 7).

  1. Enter UOM and price information for the lowest unit of measure. Complete other fields as needed.

Figure 7 - Item Vendor UOM Edit Panel

  1. Click Save.
  2. Click Submit.
    - You are returned to the Item Vendor Edit panel.

  3. When you finish, click Save and Submit on the Item Vendor panel.
    The list of item vendors is displayed.

Item Inventory Records

The system creates an Item Inventory record for the default asset location when you add an item using Consolidated Item Add. You can assign the item to other asset locations, as well. Unless the item is multi-sourced, all the asset locations will use the same vendor and price information for the item.

When you assign an item to an asset location with GL Account Validation turned on, the default billable expense code for the item must have a valid GL expense segment. That is, the expense segment associated with the code must map to an account. Otherwise, the item inventory record is incomplete, and you will not be able to order the item. See Using General Ledger Account Validation for details.

Security for Item Assignment and Maintenance

To assign an item to a single asset location:
  1. From the Materials Management main Contents, select Inventory > Item Catalog.
    - The Item Catalog list appears.
  2. Use the Search and Quick Filter to locate the item that you wish to assign to an asset location.
  3. Next to the item, select Menu > Assign to Asset Location (Figure 8).

Figure 8 - The Item Catalog Menu for An Item: Selecting Assign to Asset Location

Figure 9 - Asset Locations for Item Assignment

  1. Next to the asset location that you wish to assign the item to, click Assign Item.
    - A message is displayed, asking you to verify the assignment (Figure 10).
    - If the item catalog contains a Note for the item, select Copy Notes? to copy the note to the Item Inventory record in the asset location.

Figure 10 - Confirming an Item's Assignment to an Asset Location

  1. Click Submit.
    - The item is assigned and a new Item Inventory record is created.

To edit an item inventory record from the Item Catalog list:

  1. From the Materials Management main Contents, select Inventory > Item Catalog.
    - The Item Catalog list appears.
  2. Use the Search and Quick Filter to locate the item.
  3. Select Menu > Item Inventory to display the Item Inventory record for the default asset location
    - Or, Menu > Item Inventory - All Loc to view all asset locations for the item, and select the record to edit.
  4. Click the pencil icon or Menu > Edit next to the record.
    - The Item Inventory Edit panel appears.
    - Edit fields on the panel as needed.
  5. Click Save and Submit when you are finished.

Note: If you access the item inventory from the Item Catalog list, unless the item is multi-sourced, you cannot edit the item's vendor prices.

Editing Item Vendor Records for Multi-Sourced Items - Security

Security administrators need to be able to prevent inventory users from editing any multi-sourced item vendor record.

A role object "Item Vendor Multi-Sourced" is available for this security need. Editing multi-sourced vendor item records is now governed by the role object. The initial setting of this new role object is the same as the role's setting for the "Inventory" role object. Setting the new "Item Vendor Multi-Sourced" role object to View or None will prevent users with the associated role from editing multi-sourced items.

To display/edit multi-sourced items for a vendor
  1. From the Materials Management main contents, select Inventory > Item Inventory or Item Inventory - All Locations. The Item Inventory list appears.
  2. Click Search (Figure 11).
  3. On the Search panel, select Multi-Source.

Figure 11 - Searching for Multi-Source Items in the Item Inventory List

  1. Click Submit. The Item Inventory list is filtered for multi-sourced items only.
  2. Next to the item of interest, select Menu > Item Vendors (Figure 12).

Figure 12 - Accessing Item Vendor Records from the Inventory List

  1. Locate the item in list and click Menu.

If the "Item Vendor Multi-Sourced" role object is set to Modify, Create, or All for your role, the Edit menu element is active, and you can edit the item. Otherwise, neither the edit icon nor the Edit element is available, and the user cannot edit the item vendor record from this list. In Figure 13, the user has the role object set to View, for example, and cannot edit the item. No edit element exists on the item menu, and no edit icon is present.

Figure 13 - Item Vendor Records List for a Multi-Sourced Item

Mass Assignment of Items to Asset Locations

Once you have created asset locations, you can use Mass Item Assignment to identify and copy item information records to the asset locations. You can also assign an item to be sourced from other asset locations besides the Default Supplying Asset Location.

Mass Item Assignment has two parts:

  1. Item record and asset location definition. This step identifies:
  2. Item record copying.
    This step performs the copy. You can make the copy of the item records immediately, or schedule the copy process to run as a batch job.

To use the Mass Item Assignment feature:

  1. From the Materials Management main Contents, select Inventory > Mass Item Assignment.
  2. Click New to select items for mass assignment.
    - The Mass Item Assignment panel appears (Figure 14).

Figure 14 - Mass Item Assignment Setup Panel

  1. Complete the fields on the panel.
  1. As you complete information on a panel, click Next to move to each successive panel.
  2. Click Help for information on panels' fields.
  3. When you are finished defining items, click Finish Now to copy the item information to the asset location's inventory records.
    - Click Finish Later to copy the item information later. You can then schedule the job to run at another time.

User-Initiated Changes to Contract Item Prices

Occasionally, a price for a purchase order item may need to be changed. You can edit a purchase order line, and enter the Next Estimated Receipt Cost so that when the receipt is created, the cost will be correct, and will match the invoice. On an exception invoice, clearing a price exception could similarly require accepting a price change for an item on the invoice.

For non-contract items, the system has no problem updating the Item Vendor UOM Record price when you clear an invoice price exception, enter a new price on a purchase order, enter a new price for the next PO receipt, or work with an EDI 832 or 855 document. You can also edit Item Vendor records directly and change prices. Figure 15 shows an invoice exception being cleared. The user has instructed the system to also change the price on the Item Vendor UOM record.

For contract items, however, a user-initiated change to the price on an Item Vendor UOM Record has special considerations, and follows a different process. For contract items, you can enter the Next Estimated Receipt Price on a purchase order. Similarly, in clearing invoice price exceptions, you may change an item's price on the invoice. Such price changes do not affect the established contract price recorded in the Item Vendor UOM record, unless you explicitly tell the system to change the Item Vendor UOM record.

Figure 15 - Clearing an Invoice Price Exception, and Writing the New Price to the Item Vendor Record

For contract items, when you change an Item Vendor Record price -- either directly, or from a purchase order, EDI 855 document, EDI 832 Vendor catalog, or while clearing an invoice -- the application displays a message. You then have the option of continuing with the price change, or not changing the price.

Price Changes in Multi-Sourced Items: Copying New Prices to Other Asset Locations

When a multi-sourced item has a manual price change, you can automatically copy the new price to the item's vendor records in other asset locations.

The item records in the other asset locations must contain the same item number, vendor, VIN, and UOM as the item record with the original price change. The item must also be multi-sourced in the other asset locations.

This feature applies to item prices that are changed by...

When you change an item price in any of these ways, if item vendor records with the same vendor, VIN, and UOM exist in other asset locations for the item, the application displays a panel for updating them with the new price. (The list of asset locations for selection is restricted by the user's data profile.)

If no other matching item vendor records exist in other asset locations, or the item is not multi-sourced in other locations, the panel does not appear.

Example

For example, Figure 16 displays an unauthorized purchase order line. The user is in the process of changing the Unit Cost from $1.25 to $1.27.

Figure 16 - Changing the Unit Cost on an Unauthorized PO Line

Clicking Enter displays the Mass Item-Vendor Price Change panel (Figure 17).

Figure 17 - Mass Item-Vendor Price Change Panel for Item in Figure 10

In Figure 17, the original price change was made in the item vendor record for asset location Main (top left, purple box). The price was changed from $1.25 EA to $1.27 EA (purple arrows). A multi-sourced item with the same vendor, VIN, and UOM also exists in asset location OR (red box, center). The user is copying the price change to the item vendor record in asset location OR.

To copy an item price change to item vendor records in other asset locations,

On the Mass Item-Vendor Price Change panel,

  1. Click the Select box next to one or more asset locations.
    - Or, for all asset locations, in the Select Action field, click the down arrow and choose Select All.
    - The system puts checks in the Select box(es).

    Note: In the Select Action field:
    - Choosing Unselect All removes the checks.
    - Update List refreshes the list of asset locations.)

  2. Click Save.
  3. Click Finish Now to update prices (via a batch job). (After the price changes are applied, the batch job is deleted.)
    - Clicking Cancel lets you delete the price change job.
    - Clicking Finish Later saves the price changes for later review.

Assigning Default UOMs by Asset Location for Single Sourced Items

For single-sourced items, you can specify different default issue and default purchasing UOM settings, by asset location, for an item's primary supplier. If multiple purchasing or issuing units of measure are available for the supplier, you can set one of the UOMs as a new default for particular asset locations. (In an item spreadsheet, you will see single-source items designated *PUBLIC).

A new Item Inventory list menu option Override Default UOMs for Primary Supplier lets you choose different default issue and purchasing UOMs for the item for the asset location. The UOM can be selected from any of the Primary Supplier's existing UOMs for purchasing or issuing, as appropriate.

To assign an override default UOM

  1. From the Materials Management main Contents, select Inventory > Item Inventory (or Item Inventory - All Locations).
    - The Item Inventory list appears.
  2. Locate the item of interest.
  3. Next to the item, click Menu > Override Default UOMs for Primary Supplier (Figure 18).

Figure 18 - Accessing Default UOM Overrides for an Item

Figure 19 - The Override Default UOMs for Primary Supplier Panel

The top of the panel contains basic information about the asset location and item. The center of the panel -- "Primary Supplier" -- displays vendor information, including the primary vendor's ID, name, and buy-from location; the manufacturer, the MIN, and the VIN.

At the bottom of the panel under "Primary Supplier Units of Measure" are the UOMs available for the item from the primary supplier. In Figure 16 (red boxes), the current item catalog default UOM is DZ (dozen) for both issuing and purchasing. The other available UOMs are PK (pack), PR (pair), and EA (each). You could assign any of these other UOMs as the default for purchasing and/or issuing the item from the current inventory.

Suppose that you wish to change the default to purchase the item in packs (PK) and issue it in pairs (PR).

  1. Make the UOM changes as follows:
    - Next to the UOM that you with to use as the issuing default, click Menu > Override to Default Issue (Figure 20).

Figure 20 - Overriding the Default Issue UOM

  1. A confirmation panel appears (Figure 21).

Figure 21 - Confirming a Default Issue Override UOM

  1. Click Submit.
  2. Next to the UOM that you wish to assign as the purchasing default, click Menu > Override to Default Purchase (Figure 22).

Figure 22 - Overriding the Default Purchase UOM

  1. Click Submit. The Primary Supplier Units of Measure table changes to display the UOM overrides (Figure 23).

Figure 23 - The Primary Supplier Units of Measure Panel with Overrides Displayed

Notice that in both cases -- for issuing (Figure 20) and purchasing (Figure 22) -- if you set an override for the catalog default UOM, you can revert back to the catalog default UOM. The menu (Figure 20 and Figure 22) contains the selections Revert to Catalog Default Issue and Revert to Catalog Default Purchase, which are activated when you override a UOM.

  1. Click Revert to Catalog Default Issue and/or Revert to Catalog Default Purchase to revert to the catalog UOM.
  2. When you are finished selecting override UOMs, click Close to close the the Override Default UOMs for Primary Supplier panel.

Effect of Overriding the Catalog Default UOM(s) on Issuing and Purchasing Documents

When defined, the UOM issuing and purchasing overrides are used in place of the item's catalog default UOMs for these documents and features:

- Unapproved requisition lines (including transfers)
- Quick Issues
- Quick Credits
- Unauthorized purchase order lines
- Physical Inventories
- Departmental inventories
- Item prompts (i.e., the item list that appears selection after you click an Item No prompt)
- Unit of Measure prompts
- Par cart lines
- Order guide lines
- Inventory edits
- Inventory lists
- Item exports
- the Response Formula

Effect of Overriding the Catalog Default UOM(s) on Reports

When UOM issuing and purchasing catalog default overrides are defined, they are displayed in these reports:

- Receipt History
- Inventory Transactions (for file and non-file Items)
- Item Inventory All Vendors
- Par Cart
- Order Guide

Changing Vendor Item Numbers and Manufacturer Item Numbers in Item Records

For multi-sourced items that are assigned to several asset location, you can change the Vendor Item Number (VIN) in one or several of the asset locations.

For a single item inventory, you can also change Mfr Item Numbers (MINs) and Manufacturer (MfrIDs) for items.