Back

Introduction to Tabs on the Item Card

Configuring Items in general
Video 2/12
Play
Close
  • Helpful
  • Not helpful
  • Needs update
  • Technical error
A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner Watch the "basic" videos to take the tour of the main processes of Business Central. This is the basic, need-to-use functionality. The Basics

Playlists  Manage

Log in to create a playlist or see your existing playlists.

Presenter: Sune Lohse, Chief Strategy Officer

This is what happens in the video

The item card in Microsoft Dynamics 365 Business Central is organised into separate tabs, where each tab groups a specific type of information about the item. You can expand any tab and choose to show more fields when you need to see every detail. The tabs are: Item (general information), Inventory (calculated quantities and basic data), Cost & Posting (costing and chart of accounts posting), Price & Sales (sales prices and sales-side data), Replenishment (how the item is replenished by production, purchase, or assembly), Planning (parameters for the planning and requisition worksheets), Item Tracking (serial and lot number tracing), and Warehouse (warehouse handling information).

The Replenishment tab controls how the item is replenished, not how it is planned. The Planning tab holds the parameters used by the planning worksheets and the requisition worksheet.

How the item card is structured in Business Central

The item card in Business Central is divided into different tabs. Each tab can be opened, and within each one you can choose to show more fields if you want to see everything. This structure gives you a clear overview of the item and keeps related information grouped together.

The Item tab: general information

The first tab is the Item tab. It contains the general information about the item, such as the basic identifying details you start with when you create or review an item.

The Inventory tab: quantities and basic data

The Inventory tab includes a lot of calculated fields. These display the quantities on inventory and similar figures, along with some basic information about the item.

The Cost & Posting tab: costing and chart of accounts

The Cost & Posting tab holds all the costing information for the item. It also defines where the item posts in the chart of accounts, together with some of the reporting information.

The Price & Sales tab: sales prices and sales data

The Price & Sales tab is mostly used by the salespeople. It contains the sales price and the information related to the sales side of the item.

The Replenishment tab: how the item is replenished

The Replenishment tab covers how to replenish the item. This is about replenishment, not planning. You define whether the item is replenished by production, purchase, or assembly, and you set the parameters related to that method.

The Planning tab: planning and requisition worksheet parameters

The Planning tab is where you set up all the information used in the planning worksheets and the requisition worksheet. These are the parameters that drive how the item is planned.

The Item Tracking tab: serial and lot numbers

The Item Tracking tab defines the information about how to trace the item, using serial numbers or lot numbers.

The Warehouse tab: warehouse handling

The Warehouse tab contains the information used in the warehouse on how to handle the item. This is the final tab on the item card.

Q&A

What is the difference between the Replenishment tab and the Planning tab on the item card?

The Replenishment tab controls how the item is replenished, by production, purchase, or assembly, along with the related parameters. The Planning tab controls how the item is planned and holds the information used in the planning worksheets and the requisition worksheet.

Where do you set up serial and lot number tracing for an item in Business Central?

You set this up on the Item Tracking tab, which defines how to trace the item using serial or lot numbers.

Which tab on the item card do salespeople mainly use?

Salespeople mainly use the Price & Sales tab, which holds the sales price and information about the sales side of the item.

Where do you define the chart of accounts posting for an item?

You define it on the Cost & Posting tab, which also contains all the costing for the item and some of the reporting information.

Can you see all fields on the item card at once?

Yes. Each tab can be expanded, and within each tab you can choose to show more fields if you want to see all of them.

336519794-YKd2ozVDVBE-ENG19042301