Item Wizard

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Organization Assignment Mode

 
This mode is used to enable your item in all Organizations under the master organizations, or you can choose to enable your item in specific organizations.
 
The mode has two sections:
 
1.      The ‘Items’ section is used to designate the item you are assigning to.
 
2.      The ‘Assign’ section will be used to designate Organization Assignment you are assigning to that item.
 
Items Form
 
The Items user form in this mode is used to enter information into the worksheet and validate the information.
 
To open the user form, double-click in a cell in the Items section, on the row you wish to populate the Item data (must be below row 10).
 
 
The following is an example of the Items user form:
 
 
The fields displayed are the columns that were on the active sheet when the Wizard was initialized.  You can enter data directly into the form and use the list of values supplied.  In this mode the Master Organization and the Item Number are mandatory.  Ensure to select an organization and search for an Item you wish to load.
 
Assign Form
 
As mentioned in the section above, to open the Assign form, double-click in a cell in the Assign section on the row you wish to populate the Assign data (must be below row 10).
 
This form is used to enter the Assign Organization for the item. An example of the form can be seen below:
 
 
Assign Action will determine if the row to be assigned or not. Primary UOM will be defaulted from the Item.  Enter the Organization you want to assign to in ‘Assign to Organization’.
 
When these are populated along with the item and organization from the previous section the record can be uploaded.
 
 
Refer to section: