Items

Create and manage items in D365BC

Introduction

You create and manage items in D365BC to track item consumption in your company.

In EAM-BC, items can be set up as Maintenance Items on Assets. This ensures use of the correct items/spare parts on your Assets. One Asset can be related to several Maintenance Items, and one Maintenance Item can be used by several Assets.

Prerequisites: Dynaway EAM (EAM-BC) is installed in Microsoft Dynamics 365 Business Central (D365BC).
Audience: Maintenance Manager

Create Maintenance Item

To create a Maintenance Item, create an Item as usual and check the Maintenance Item checkbox under the Maintenance tab.

Create Item Template

To create an Item Template open Tell Me and search for Item Template. Create a new Item Template where you can mark Maintenance Item and Risk Assessment No. under the Maintenance tab. Note that all other functionalities on the Item Template is standard Business Central.

Create Maintenance Item from Item Template

Given Item Template exists with the Maintenance Item checkbox checked.

To create a Maintenance Item from the Item Template, create new Item Template and check the Maintenance Item checbox under Maintenance. It is also possible to specify a Risk Assessment No. for the current Item Template that will then be used on Items created from this Item Template.

If only one Item Template exists, it will be used as a default when creating Items. When two or more Item Templates exist, the user will be prompted to select between them.

Create Items

In D365BC, you create an item card for each item required to maintain Assets and other types of equipment in your company. Each item must be set up properly. How to create and manage items is described in Microsoft documentation (refer to links below).

It is important that you manage and configure item information on a continuous basis, to ensure that item data is always updated. Items may be used in the standard D365BC app, for example when creating purchase orders or purchase requisitions. You can also use items in EAM-BC.

Refer to Microsoft documentation to learn how to create and manage items in D365BC.

Basics about creating new items: Create Item Cards for Goods or Services - Business Central | Microsoft Docs
Items can have different item types: Understanding Item Types - Business Central | Microsoft Docs
Items may use different costing methods: Design Details - Costing Methods - Business Central | Microsoft Docs
Set up multiple vendors on items: Create Item Cards for Goods or Services - Business Central | Microsoft Docs
Set up posting groups for quality assurance when posting transactions: Posting Group Setup - Business Central | Microsoft Docs

When you have created items in D365BC, mark the items to be used as spare parts on Assets as Maintenance Items in EAM-BC. For more information about Maintenance Items, refer to Dynaway documentation: Items / Spare Parts on Assets.

Items
Create Maintenance Item
- Create Item Template
- Create Maintenance Item from Item Template
Create Items