Parent Items

The new option allows you to define an inventory item as Parent Item.  This means that it acts as a roll-up inventory code.  For example, there is a parent item called ROUNDUP that will only be used for reporting overall how much ROUNDUP there is in stock.  But all the inventory activity will be under the Children items of ROUNDUP-BULK, ROUNDUP-30GAL, ROUNDUP-1GAL. This new option provides the ability to see quickly and easily where there may be short or long based on size but still be able to cover customer commitments from an overall perspective.

How to setup

1. INV > Inventory > Item Maintenance > Add new Item > key item number for parent > fill in the general information until you get to the Item Option field towards bottom of screen.

2. Flag the item to be a parent item.  – Type 1 = Parent Item
   This locks the item into only allowing sales order transactions.
   The Parent Item cannot have an inventory On Hand or On Purchase Order
   The Parent Item cannot use subitem codes.

3. Flag each of the Children items as a Item Type = 0 with their Parent Item referenced to the Parent Item number.

Open

How to Use

1. To View the whole Parent Item, use inventory status inquiry > parent Item > select location code > Each child Item Displays
   
   

   Open

   

2. To run reports, there is a new range selection criteria where you can limit the report to parent items.

3. By limiting the status or position report to the parent item, it pulls all the child items into the report.

   Open

   

    

4. When Invoicing, if the parent item is chosen, the children inventory items are offered in a grouping to select by.

   Open