You can define items in the Master Item window using the following methods:

• Attribute Groups tab: Select individual attributes, and use the Tool menu to apply templates and assign organizations.

• Item Folder tab: Create an item, apply a default template, and assign the item to an organization all in one window.

Most of the item information is optional, and you should define only the information required to maintain the item. If an application is not installed on your system, then the tab is not enabled. For example, if Oracle Order Management is not installed on your system, you cannot access the Order Management tab.

Prerequisites

• Organization parameters

• Item attribute controls

• Units of measure

• Statuses

• Categories

• Other entities such as planners when you want to assign them to items

   To define an item using the Attribute Groups Tab:

1. Navigate to the Attribute Groups tab on the Master Item window.

2. Enter a unique designator for the item.

3. Optionally, select a Control Level to enable only Master level or Organization level attributes. The default is to enable all attributes.

4. Select an tabbed region to display an item attribute group where you can specify values for attributes in that group.

   Note: To locate a particular attribute without manually looking through the tabbed regions choose Find Attribute from the Tools menu.

5. Save your work.

   To display existing items:

1. Choose Find from the Query menu and enter search criteria in the Find Master Items window. If you do not enter search criteria and choose Find, the search is made for all items. The results display in the Master Items Summary folder window.

   To define an item by copying attribute information from an existing item:

1. From the Master Item window choose Copy From on the Tools menu to open the Copy From window.

2. Enter the name of the item whose attribute information you want to copy.

3. Choose Cancel to close the Copy From window, choose Apply to copy attribute information, or choose Done to copy attribute information and close the Copy From window.

   Item attribute information is copied from the copy item to the new item you are defining. You cannot use this process to copy attributes to an existing item.

   Attention: Category relationships, organization assignments, catalog group information, and costs are not copied.

4. Save your work.

   To define an item using a template:

1. From the Master Item window choose Copy From on the Tools menu.

2. Enter the name of the template you want to apply.

3. Choose Cancel to close the Copy From window, choose Apply to copy template information, or choose Done to copy template information and close the Copy From window.

   You can apply multiple templates to the 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). See: Item Templates.

4. Save your work.

   To copy attributes from an existing item and apply a template at the same time:

1. From the Master Item window choose Copy From on the Tools menu.

2. Enter the name of the template and the item you want to apply.

3. Choose Cancel to close the Copy From window, choose Apply to copy attribute and template information, or choose Done to copy attribute and template information and close the Copy From window.

   Note that the item is copied first, and then the template is applied.

4. Save your work.

   To copy/view item attributes across multiple organizations within a large organization structure:

1. Navigate to the Find Items window.

2. Indicate the organization hierarchy where you want to copy attributes.

3. Indicate an item number, range of items, or an item category to which you wish to copy attributes.

4. Navigate to the Attributes tab and select the attributes to verify.

5. Click Find.

   The Item Attribute Copy window lists all organizations for this item, according to the parameters you defined in the Find Items window.

6. Choose the Select All button or select individual attributes.

7. Click Apply to apply the attribute values to the item across all organizations in the organization hierarchy where the item exists. You should see the updated value.

   Note: The item attributes that you can view are set at the organization level. You can not modify or see attributes set at the master level.

8. Save your work.

   To Define an Item Using the Item Folder Tab:

1. Navigate to the Master Item window.

2. Select the Folder tab on the Master Item window.

3. In the Default From region, select Template or Item.

4. Enter the template or item to copy, or select the item or template from the list of values.

5. Enter a unique designator for the item.

6. Enter a Description for the item.

7. Enter the Primary Unit of Measure, or select it from the list of values.

8. Save your work.

9. Select Assign to Org to assign the item to the current organization.

10. Select Assign to Any Org to assign the item to multiple organizations. See Assigning Items to Organizations

11. Save your work.

12. Select New to create another item, and repeat steps 3-11, or close the form when finished.