The Purchased Item Record will receive a new layout in June of 2022 to provide more efficient Item creation. The 'Purchasing' tab will be removed and some fields will be relocated to be better grouped with related fields. 


In addition to the layout changes, the following field will be replaced to more accurately reflect its use throughout R365:


Legacy Layout FieldNew Layout Field 
Default Purchase U of MReporting U of M


Important Note: For existing Items, the new 'Reporting U of M' field will be set to the Item's current 'Default U of M'. 


Important Note: Reports that previously referenced the 'Default Purchase U of M' will instead reference the following:

  • 'Above Store AVT' report will reference 'Reporting U of M'
  • 'Item Price Change Analysis' report will reference 'Count U of M2'
    • Note: If 'Count U of M2' is not available for the Item, the report will reference 'Inventory U of M'
  • All other reports will  'Inventory U of M' unless the Location-specific 'Inventory U of M' is defined

General Tab Changes


New Layout


'Reporting U of M' and 'Key Item' will both be added to the General tab.

  • Reporting U of M- The Reporting U of M is used on the Above Store AVT report to provide a consistent U of M for comparison. This field will now be required to save a Purchased Item.
    • Important Note: For existing Items, the new Reporting U of M field will be set to the Item's current 'Default U of M'
       
  • Key Item - Check this box if this Purchased Item is considered a 'Key Item'. Key Items can be set on various Inventory reports to more quickly review the key / strategic inventory items



Legacy Layout





Inventory Cost Tab Changes


New Layout


'Cost Update Method' will be added to the Inventory Cost tab. 'Key Item' will be moved to the General tab.


The following fields will be required and must be completed in order to save Purchased Items. 

  • Cost Update Method* - This method calculates the Inventory Cost value for each Item. Learn more about the Cost Update Methods here.

  • Inventory U of M* - Select the Primary Reporting U of M for the Purchased Item. Learn more about U of Ms here.

  • Cost Account* - Select the GL Account where the Costs associated with this Purchased Item will be recorded (on AP Invoices, Stock Count Inventory Adjustments, etc.)

  • Inventory Account* - Select the GL Account where the Inventory Asset value associated with this Purchased Item will be recorded (on AP Invoices, Stock Count Inventory Adjustments, etc.)




Legacy Layout




Purchasing Tab Deprecated


The Purchasing tab will be deprecated. 


The following fields will be moved: 

  • Default Purchase U of M - Replaced with the 'Reporting U of M' field on the Generaltab
    • Important Note: Reports that previously referenced the 'Default Purchase U of M' will instead reference the following:
      • 'Above Store AVT' report will reference 'Reporting U of M'
      • 'Item Price Change Analysis' will reference 'Count U of M2'. 
        • Note: If 'Count U of M2' is not available for the Item, the report will reference 'Inventory U of M'.
      • All other reports will reference 'Inventory U of M' unless the Location-specific 'Inventory U of M' is defined.
  • Cost Update Method - Moved to the Inventory Cost tab


The following fields will be deprecated and will no longer be available for use:

  • Par Qty
  • Brand
  • Yield Percent


Legacy Layout



Saved List Views


The 'Default U of M' column has been removed from the Items list and a new column for 'Reporting U of M' is now available. 



To prevent conflicts due to the removed 'Default U of M' column, saved list views have been cleared. Any previously saved views will need to be recreated. 




To save a view, select the desired columns and filters for the view, then click 'Save View'. Learn more about saving views here