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Wednesday, February 24, 2016

Rule of Thumb | Item Category Setup


An item card in Dynamics GP has associated user defined fields, which can; unlike other cards, have a predefined list of values to restrict the entry of any value. The item user defined fields can be found by going to Item Card > Options > Category Section

Item Maintenance Window > Options > Category

As shown above, each of the user defined fields has an associated lookup, in order to choose a specific value from a predefined list. When entering a new value, a pop up window will warn you to add this value to the original predefined list. 

Item Category Setup
Believe it or not, the original window from which the "values" for each of the user defined fields can be configured is kind of a mystery for some Dynamics GP users/ administrators. In order to setup the "values" for each user defined category, follow the steps below:


  1. Go to Microsoft Dynamics GP > Tools > Setup > Inventory > Inventory Control
  2. Under Category, place the mouse cursor on any of the user category
  3. Click on the arrow next to the User category title to open up the Item Category Setup Window
  4. The item category setup window opens up
Item Category Setup


It is worth to be mentioned that the item category setup table is IV40600, in which all the associated user defined values are stored. 

Best Regards, 
Mahmoud M. AlSaadi

6 comments:

  1. Mahmoud, Thank you for the post! I am wondering if it is possible to add more category fields than the 6 which are already there? thanks!

    ReplyDelete
    Replies
    1. That's actually the limit.

      Best Regards,
      Mahmoud M. AlSaadi

      Delete
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  2. I was wondering the same thing, we have recently started using this feature and it is proving quite helpful,

    ReplyDelete
    Replies
    1. Thanks for the feedback

      Best Regards,
      Mahmoud M. AlSaadi

      Delete
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