Changing the item master group

To add a group to an existing item master:

Select Operations>Item Masters.
Double-click on an item master in the list, or highlight a row and select Edit up above. The Edit Item Master screen appears.
The drop-down list for Group appears in the top section with general information about the item master. Your groups appear in the drop-down list. Select a Group name from the list.
The default Group for all item masters is initially All.
Click OK. This saves your change to the Group field on that item master. The Item Masters list screen appears.

When you edit an Item Master Group name that is being used by items on active purchase orders, sales orders, etc., the old name prevails through the life of that document.

However, if you copy a document such as a purchase order or sales order, SmartTurn will apply any edits you made to the Item Master Group(s) being used by items on that document to the new copy of the document. Similarly, any edits you make to Group name(s) between creating the purchase order (or sales order) will get updated with the new Group name(s) when you save the receipt (or shipment). SmartTurn will not update documents or lists you have already processed.

The table below describes what to expect when you edit Item Master Group names. (To learn how to edit the Item Master Group, see Editing an Item Master Group.)

An Item Master Group is already in use in any of the documents below...	...and then you edit the Item Master Group. Are your edits reflected in the original document?	How do your edits affect dependent documents and reports?
Purchase Order (Status = `Saved`, `In Progress`, `Closed`, `Cancelled`)	No	Receipt - when you receive items from the original PO, SmartTurn displays the new Group name(s) on the receipt. Copy of PO - SmartTurn creates the new PO with items that have the new Group name(s).
Receipt	No	No dependent documents. SmartTurn closes the Receipt, and lets it stand with the old Group name(s).
Inventory Item	Yes	Inventory Reports - SmartTurn immediately updates all inventory items assigned the edited Group name with the new name, as well as all of the inventory reports that flow from the items currently in inventory.
Sales Order (Status = `Saved`)	No...but	If you add items to a saved sales order, SmartTurn adds the items with the new Group name(s), even though the same saved sales order might contain lines with the same item bearing the original Group name.
Sales Order (Status = `Dispatched`, `In Progress`, `Closed`, `Cancelled`)	No	Shipment - when you create a shipment from the original SO, SmartTurn displays the new Group name(s) on the shipment. Copy of SO: SmartTurn creates the new SO with items that have the new Group name(s).
Shipment (Status = `Saved`)	No...but	If you add items to a saved shipment, SmartTurn adds the items with the new Group name(s), even though the same saved shipment might contain lines with the same item bearing the original Group name.
Shipment (Status = `Closed` or `Cancelled`)	No	No dependent documents. SmartTurn ships the shipment, and lets it stand with the old Group name(s).