Admin Setup - Items

Overview

This screen can be used to define the various Items  that will be used in your Unanet installation. Items are anything you can purchase - goods, materials, or services, for example. They are used in Purchasing and on the Vendor Invoice when entering purchases where the user wishes to keep track of quantities purchased as well as the cost. You can bill by the Unit of Measure (UOM) rate on the Vendor Invoice. Each item can have zero to many rates established, each having an effective date. These rates will also appear in various reports. You can update the bill rate and bill markup % when you edit an item.

Roles

This screen is available to users having the Administrator, P&R Administrator, or AP Administrator role.

License

This screen is available with the Project Financials family of Unanet licenses.

 

Topics covered on this help page include:

 

You may also be interested in:

 


Example Item Search screen:

Field Descriptions (click on a link below for additional information):

 

 


Example Item List screen:

 

Field Descriptions (click on a link below for additional information):

 

      *  Note: the following three fields are only available if the Use Inventory (unanet.inventory.enabled) property is enabled. If you save values for these fields and then disable the property, the values will be  

         retained in the database.

Note that you can delete all items using the () icon.


Example Item - Summary tab:

This tab is used to provide basic name and description information for an Item.   

 

 

Field Descriptions (click on a link below for additional information):

 

      *  Note: the following three fields are only available if the Use Inventory (unanet.inventory.enabled) property is enabled. If you save values for these fields and then disable the property, the values will be retained in the   

         database.

 


Example Item - UOM & Rates tab:

This tab is used to add and delete the Units of Measure and their effective date, bill rate, bill markup, and cost rate.

 

Field Descriptions (click on a link below for additional information):

 

 


Item Usage

Here are a few considerations as you set up items:

 


Items and Rates

Depending on your company's business practices, you may use a combination of these options.  

  

Determining the list of valid Items

The list of items valid for a project will include all items that were assigned to the project by the Project Manager.  If no project specific item list has been defined, then any active item defined in the system will be considered as valid for the project.