Item Master Lookup screen instructions

The Lookup Item Master screen provides several ways for you to find items to add to purchase orders, blind receipts, and sales orders, or to adjust from zero when adjusting items or performing cycle counts.

To select one or more item masters from the list:

1. If you see the item(s) you want in the list, check the box(es) to the left of the item(s).
2. Click OK at the bottom of the screen. The Lookup Item Master screen closes, and the items you selected are added to the table of items in your document.

To search (or filter) for item masters from the list:

1. Choose a search field (or combination of fields) from the list at the top of the Lookup Item Master screen
   • enter a full or partial Item #, Description, Product ID, Preferred Vendor, Vendor Code, Owner, and/or Owner Code

     If you don't know the exact number or name, enter the first few characters and select Search. The list will only bring up item masters including those characters. If you only know the first character, enter the one character, select Search and the list will display all item masters including that character. See example..

     

     

     Note that in many cases SmartTurn has already applied a filter to the list to help you in your selection. For example, if you enter a Vendor on a purchase order, the item master lookup is pre-filtered by preferred vendor. If you enter an Owner on a purchase order, the item master lookup is pre-filtered by item master owner.

   • and/or select a Group from the drop-down list
   • and/or check the Stockout items only check box
2. Optionally, select a value from the Show Availability Data drop-down:
   • None lists just the Item # and Description information
   • Qty on hand lists the Total Qty on Hand in addition to the Item # and Description information
   • Atp lists all of the availability information for each item master, including Total Qty on Hand, Available to Promise, and Over (Under) Stock, in addition to the Item # and Description information
   • The Show Availability Data drop-down is "sticky," meaning when you choose a value, that value remains until you either change it again, or until you log out of SmartTurn. (The default value is always None when you log back in to SmartTurn.)
   • Known Limitation: Setting Show Availability Data to Atp may cause the Matching Results in your Item Master Lookup to load a little more slowly.
3. Click Search. The list below refreshes with only the items that match your search criteria.
4. If you see the item(s) you want in the list, check the box(es) to the left of the item. (If you don't see what you want, refine your search criteria.)
5. Click OK at the bottom of the screen. The Lookup Item Master screen closes, and the items you selected are added to the table of items in your document.

To sort item masters in the list:

1. Click any column header on the list of item masters. The list below refreshes, sorted ascending or descending by that column. Click the column header again to sort the other way. (If your item masters span several pages, SmartTurn includes all pages in the sort.)
2. If you see the item(s) you want in the list, check the box(es) to the left of the item. (If you don't see what you want, sort on a different column, or search on one of the search fields.)
3. Click OK at the bottom of the screen. The Lookup Item Master screen closes, and the items you selected are added to the table of items in your purchase order, blind receipt, or sales order.

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