Part 1: Create item
1. Click the Open icon on the toolbar. The Select Form dialog box opens.
2. Type items in the Filter field.
3. Click the web.Items list item.
4. Click the OK button. The Items form opens.
5. Click the New icon.
6. Type [your initials]-DCBTH-100 in the Item field.
7. Type Handlebar, Primary in the Item Description field.
8. Click the U/M drop-down arrow.
9. Click the EA list item.
10. Click the Source drop-down arrow.
11. Click the Purchased list item.
12. Click the Product Code drop-down arrow.
13. Click PP list item.
14. Click to select the Stocked check box in the Miscellaneous section.
15. Click the Planning menu option.
16. Type [your initials] in the Planner Code field.
17. Type 1 in the Paper Work field.
18. Type 5 in the Fixed field in the Lead Time (Days) section.
19. Type 2 in the Expedited Fixed field.
38 Lesson 2: Purchased items
20. Click the Save icon.
Part 2: Add a second item to use as alternate material
1. Click the Actions drop-down arrow on the menu bar.
2. Click the Duplicate list item. A dialog box opens with the message, “This copy will not copy
current BOM. Use form Copy Items to copy items and BOM. Do you want to continue with this
copy?”
3. Click the Yes button. The new record displays, with field values copied from the [your initials]-
DCBTH-100 record.
4. Click the Detail menu option.
5. Type [your initials]-DCBTH-75 in the Item field.
Note: Overwrite the displayed value.
6. Type Handlebar, Alt 1 in the Item Description field.
Note: Overwrite the displayed value.
7. Click the Save icon.
Part 3: Add a third item to use as alternate material
1. Click the Actions drop-down arrow on the menu bar.
2. Click the Duplicate list item. A dialog box opens with the message “This copy will not copy
current BOM. Use form Copy Items to copy items and BOM. Do you want to continue with this
copy?”
3. Click the Yes button. The new record displays, with field values copied from the [your initials]-
DCBTH-75 record.
4. Type [your initials]-DCBTH-90 in the Item field.
Note: Overwrite the displayed value.
5. Type Handlebar, Alt 2 in the Item Description field.
Note: Overwrite the displayed value.
6. Click the Save icon.
7. Click the X on the Items form