Configuring Items in Microsoft Dynamics 365
Whether your business deals with sales, inventory handling or finance, you will need to set up, configure and manage items. Depending on your use case, this might involve many different settings, and you will need to define item cards, item categories and more. The most important parameters that you need to keep in mind are the posting group, costing options and replenishment. These settings will decide how the item is posted to your chart of accounts, and how it is used in the sales process.
What is a Business item?
The term “business item” is a technical term in Microsoft Dynamics 365 Business Central, which refers to a piece of data in the system. It is similar to a line item in a sales document. A business item can have multiple lines and can also be a container for other data, such as a price book. 솔솥
In the context of Business Central, items can be either inventory or non-inventory. The settings for each type of item are different, and there are three different tabs in the Settings area where these can be configured. The first one, Inventory, is about tracking and managing inventory items. This includes setting up a chart of accounts and how items are posted to it, and there are several different costing options available as well (FIFO, LIFO and standard).
It is also possible to set up multiple inventory locations and have different replenishment policies for each location. This allows for a great deal of flexibility and can help to ensure that the right amount of stock is in the right place at the right time. In the settings area, you can configure a number of different replenishment rules, such as fixed reorder quantity, maximum inventory quantity, order-by-order replenishment, and more.
Another tab, Purchases, allows you to enter the details of how your purchasing operations work with Business Central. You can define purchase categories and items, as well as set up purchasing workflows. In addition, you can define purchase requisitions and create a chart of accounts for each category.
You can also specify the number of decimal places to display for prices, and how long to retain historical pricing information. The final tab, Billing, determines how items are billed to the customer and the accounting entries that are made at the time of billing. This includes whether or not the item is a free-of-charge or service item, and whether it should be billed to the customer directly or if it should be added to an invoice with other goods or services.사업아이템
You can also define additional functions for each sales document item, such as whether it is relevant for delivery or not, and if a schedule line is allowed for it. The following table shows some of the functions that are defined for each sales document type. For example, for a standard material with item category group NORM that is entered in an inquiry or quotation, the system determines the value of the Item category field as ICN, and for a standard order the Item category is TAN.