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Setting the item master owner for an item

For any item, you can set the Owner of that item master. Setting the Owner of an item master is optional. If it is set, only users who are Agents For the tenant or Agents For this Owner can view or update these item masters (see Understanding Permissions for more information about users, roles, and agents). This makes this field best suited for 3PL (Third Party Logistics) operations.

To set the owner for an item:

  1. Select Operations>Item Masters.
  2. Double-click an item master in the list, or highlight a row and select Edit icon Edit up above. The Edit Item Master screen appears.
  3. Select the General tab.
  4. In the Owner field, enter the owner name, or select from the owner lookup by clicking the View icon button to the right.

    Note: You cannot change this value from one Owner to a different Owner if you have existing inventory for this item master.

  5. Select OK.

See Also

Editing item masters

Changing the item master group

Changing the sales order price

Changing the purchase order cost

Setting the preferred vendor for an item

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