Items
With the item card, you can control the information displayed in the item’s sales and purchase documents, such as description and price. You can also find product pricing, restocking, and posting options. For more information on creating and configuring new items, see Register New Items.
This page has the following fields related to the localization functionality:
| Field | Description |
|---|---|
| Imported Item | This field indicates whether the item has been imported. |
| Package Type | In this field, it is manually indicated which type of packaging is used for the item. Used in waybill printed form. |
| Package Unit of Measure | In this field, you must select the unit that is used to pack the item from the already configured units of measurement. Used in waybill printed form. |
| Extended Description | This field defines the extended item description, allowing users to specify a detailed name for an item or service with a large number of symbols that don't fit in the "Description" or "Description 2" fields. Printed document forms use the value from the "Extended Description" field when it contains data; otherwise, they generate the description based on the "Description" field. |
Item Unblocking Approval Workflow
A separate approval workflow has been implemented in the system for controlled unblocking of item cards. When the workflow is active, you cannot unblock a card with a single click — you must initiate this workflow and wait for approval from the responsible person.
Setting Up Item Card Unblocking Workflow
Before using the workflow, you need to:
- Configure workflow users;
- Configure users for approvals;
- Define how users will receive notifications for workflow steps.
The configuration is similar to other approval workflows.
- Open Workflows using Search.
- Choose the Create Workflow from Template action.
- Select the corresponding template — Item Unblocking Approval workflow.
- Select the users who should approve the item card.
- Enable the workflow by selecting the Enabled checkbox.
To unblock an item card, use the Send Approval Request action from the item card page.
To track the approval status of the card, use the Approval Flow FactBox in the FactBox pane on the item card page or the item list page. On the card page, the FactBox is displayed when the selected record has approval entries. On the list page, select a record to view a diagram of its latest approval workflow. While a workflow is active, it shows its current approval entries; after completion, it shows all entries from that workflow, including skipped ones.
After the item card has been approved, the Blocked field is automatically cleared.|