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Reviewing Recently Created Items for Configuration Errors

Avatar photoCustomer February 27, 2024 at 4:40 am

We need a report to audit all items created within the last quarter to ensure they have the correct item controls, costs (based on our Costing Method), and master accounts assigned.

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    • Support February 28, 2024 at 4:04 am  

      The CAC New Items report is designed exactly for this. It shows items recently created based on the item master creation date and includes controls, costs, accounts, last transaction details, and current onhand stock.

    • Avatar photoCustomer February 28, 2024 at 9:27 pm  

      What parameters must be provided to define this recent creation timeframe?

    • Support March 1, 2024 at 4:30 am  

      The mandatory parameters are ‘Creation Date From’ and ‘Creation Date To’, which specify the date range for the item master creation date audit.

    • Avatar photoCustomer March 1, 2024 at 5:39 pm  

      We have some items that are deliberately configured not to be costed. Should I exclude these or include them for comprehensive audit?

    • Support March 2, 2024 at 11:32 pm  

      You control this using the ‘Include Uncosted Items’ parameter. It defaults to ‘Yes’ to display items set to not be costed in your Costing Method Cost Type, ensuring a complete review.

    • Avatar photoCustomer March 4, 2024 at 1:11 am  

      Does this report also show if a BOM, Routing, or Sourcing Rule exists for these new items?

    • Support March 5, 2024 at 7:27 pm  

      Yes, the report includes columns indicating the existence of BOMs, Routings, and Sourcing Rules, along with creation details and item lot sizes.

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