Exercise - Create a new item and a new location and link them to a vendor

  • 10 minutes

These exercises are written to use the Cronus sample company from the US version of Business Central. You might need to adjust the steps if you use the sample company from your country or region.

Scenario - Create a new item

As the order processor for your company, you planned to order a few items, but one of the items doesn't exist in your database. Consequently, you need to create a new item called "PEKING - Armchair, blue" with the following details:

  • Item No. - system-generated

  • Description - PEKING - Armchair, blue

  • Base Unit of Measure - PCS

  • Costing Method - FIFO

  • Unit Cost - 820 LCY

  • Unit Price - 1490 LCY

  • Replenishment System - Purchase

  • Lead Time - 2 weeks

  • Vendor No. - 30000

  • Vendor Item No. - S974AC-2

Task

Create the new item.

Steps

To create the new item, follow these steps:

  1. Select the search for page icon in the upper-right corner of the page, enter items, and then select the related link.

  2. Select New.

  3. On the Item Template page, select the line for Item and then select OK.

  4. In the Description field, enter PEKING - Armchair, blue.

  5. In the Item Category field, enter CHAIR.

  6. On the Costing Method field, make sure that FIFO is entered.

  7. In the Unit Cost field, enter 820.

  8. On the Prices & Sales FastTab, in the Unit Price field, enter 1490.

  9. In the Replenishment FastTab, in the Vendor No. field, enter 30000.

  10. In the Replenishment FastTab, in the Vendor Item No. field, enter S974AC-2.

  11. On the Replenishment FastTab, in the Lead Time Calculation field, enter 2W.

  12. Close the item card.

CRONUS has opened a new warehouse called SOUTH WAREHOUSE. Realizing that some of your vendors are located near your new warehouse, you want to link the new location to vendor 30000 - Graphic Design Institute.

From now on, locations must be used for every item transaction. Therefore, you decide to make locations mandatory.

Tasks

  1. Create a new location.

  2. Link the new location to vendor 30000.

  3. Use the Inventory setup page to make locations mandatory.

Steps

Follow the steps in the subsequent sections to create a new location and link it to a vendor.

Create a new location

To create a new location, follow these steps:

  1. Select the search for page icon in the upper-right corner of the page, enter locations, and then select the related link.

  2. Select New and then New again.

  3. On the Location Card page, in the Code field, enter the value SOUTH.

  4. In the Name field, enter SOUTH WAREHOUSE.

  5. In the ZIP Code field, enter 37125.

  6. In the Address field, enter 320 Carnival Street.

  7. Select Inventory Posting Setup.

  8. In the Location Code field, select SOUTH.

  9. In the Inv. Posting Group Code field, select RESALE.

  10. In the Inventory Account field, enter 10700.

  11. Close the Inventory posting setup page.

  12. Close the location card.

To link the new location to vendor 30000, follow these steps:

  1. Select the search for page icon in the upper-right corner of the page, enter vendors, and then select the related link.

  2. Select existing Vendor 30000 to open the Vendor Card page.

  3. Expand the Receiving FastTab.

  4. In the Location Code field, select SOUTH.

  5. Close the vendor card.

Use inventory setup to make locations mandatory

To use inventory setup to make locations mandatory, follow these steps:

  1. Select the search for page icon in the upper-right corner of the page, enter inventory setup, and then select the related link.

  2. Expand the Location FastTab.

  3. Enable the Location Mandatory field.

  4. Close inventory setup.