Set up items

Service Provisioning  •  Article  •  5/14/2025  • 

To classify an item as own or third-party on the Item Card page,

  • On the General FastTab, in the Service Provisioning Type field, select Own or Third-Party.
    If the field value is set to Third-Party, the system updates the following fields:
    • On the Inventory FastTab, the Inventory Value Zero toggle is turned on.
    • On the Cost & Posting FastTab, the system updates the Costing Method field value to Standard and the Standard Cost, Unit Cost, and Last Direct Cost field values to 0.00.
    • On the Price & Sales FastTab, the system updates the Unit Price field value to 0.00.

  • Updating the Service Provisioning Type field value affects only newly created documents, existing documents are not updated.
  • You cannot update the Service Provisioning Type field value from Third-Party to Own when there are open documents associated with the item.
  • The system ensures that ownership rules are maintained with item substitutions. For example, on the Item Substitution Entry page, for a third-party item, you can define only other third-party items as substitutions for that item.
  • You cannot add items with the Service Provisioning Type field value set to Third-Party on the Lines FastTab of the Sales Price List or Purchase Price List page.
  • When an item is defined as third-party, the system does not support using the item with the functionality of other Aptean extensions.
  • The service provisioning functionality does not work with packaging items (related to Aptean Packaging extension).