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Item Card

Use this page to create and edit item records. For more information, see the Microsoft Dynamics 365 Business Central documentation.

To assign a default entity to an item, use the Default Dimensions page in Microsoft Dynamics 365 Business Central. For more information, see the Microsoft Dynamics 365 Business Central documentation.

Assign the Owner Entity to an Item

To assign the owner entity to an item, follow the steps in the Microsoft Dynamics 365 Business Central documentation for creating or editing a location record, and incorporate the following step:  

  1. Select the Entity Code for the record.

  2. After the entity is assigned, MEM security is applied to the record. Access to the record is based on user-entity permission. When you assign the entity to the record, the change is reflected on the MEM Master Security page.

Tip: If you have several records that are not assigned to entities, use the MEM Master Security page.

Note icon. Note: If you change the owner entity for a record, the new entity has access to the record. However, the previous entity access is remains on the MEM Master Security page.

Assign Entity Security to an Item

To assign entity security to an item record, follow the steps in the Microsoft Dynamics 365 Business Central documentation for creating or editing an item record, and incorporate the following steps: 

  1. Select Actions > MEM Assign Entity Security.
  2. On the MEM Master Security page, check that the Direction, Master Records, and corresponding record field are updated with the values you want.

    3. These fields are automatically updated based on the selected record and cannot be changed.

  3. In the Destination Lines, select one or more entities for the relationship.

    4. For new records, your default entity or the first entity (if no default entity is selected) in the list is automatically assigned to the record.

  4. Close the MEM Master Security page to return to the card page for the record.

Set up Assembly Item

You can create an assembly item with entity information and a bill of materials in the Item Card page. Assembly items are a standard feature of Microsoft Dynamics 365 Business Central. For more information about the Assembly module, see Assembly Management.

To set up an assembly item, do the following:

  1. Search for and open Items. Create a new item or select an existing item to edit.
  2. Under the Item FastTab, select the entity owner of the item if it does not have one.
  3. Under Replenishment section, select Assembly as the Replenishment System.
  4. Under the Assembly tab, select the type of Assembly Policy for the item.
  5. Select the Assembly BOM, if you want to add component items or resources.
    1. If you do add component items or resources, see Work with Assembly BOMs for more information.

Item Card Fields

This page contains the following MEM fields: 

Field Description
Entity Code

Select the owner entity for the record. You can select any entity, even the entities to which you do not have access.

The default value is your default entity that you selected in My Settings. If you did not set up the default entity, this field is blank.

Global Dimension Code Select a global dimension code for the record.
Replenishment
Replenishment System Select the type of replenishment system for the item. For assembly items, the only applicable replenishment system is Assembly.
Assembly
Assembly Policy

Select the type of assembly item.

  • Assemble to Stock: Use the assemble-to-stock process for items that you assemble and store for future sales. For more information, see Assemble to stock
  • Assemble to Order: Use the assemble-to-order process for items that you don't want to stock. For example, for items and orders that you customize for specific customers. For more information, see Assemble to order
Assembly BOM (Assembly Bill of Materials) Select the component parts of an assembly item. For example, you can select an item or resource as part of the Assembly BOM. Those items and resources are then linked to the assembly item.

Actions

This page contains the following MEM action: 

Item Card Actions
Action Description
MEM Assign Entity Security

Opens the MEM Master Security page where you assign entities to the record.

When you select this action, the following header fields on the MEM Master Security are automatically updated as follows and cannot be changed: 

  • Direction is set to Master
  • Master Records is set to Item
  • Item is set to the record on this page
Intercompany Suite
IC Suite Master Data Sync Opens the IC Suite Master Data Sync page.

Copy Items

When you open the Items list page and want to copy an item, you can automatically assign master security to the copied item. If you do not use Item Security, you can still assign master security to copied items manually.

To assign master security to your copied items, do the following:

  1. Follow the steps in To copy an existing item to a new item from the Business Central documentation.
  2. In the Copy Item window, under the General FastTab, turn on Item Security.
Copy Item fields
Field Description
Item Security

Turn on Item Security to automatically assign master security to the copied item.

  • On: Master security is automatically assigned to the copied item when you create it.
  • Off: Master security is not assigned to the copied item.