How to Create a New Item

*Note

   - For items reserved and auto-calculated by the system (121,117,118,119,315,316,317) complete only steps 1 and 10

   - For items with item type "Transaction" complete only step 1

   Step 5 must be executed only if:
      a. The newly created item has calculation type calculated, and its rates have rate type percentage
      b. The newly created item will be taken into account for the income of another item which has calculation type calculated, and its rates have rate type percentage

   - Step 6,8 and 9 must not be executed if there is already a distribution matching the purpose of this item

   - Steps 6-9 must be completed if items with item type "Deduction" or "Contribution"

   - Step 10 must be executed for items with item type "Earnings" and "Contributions" only

1. Create new item

   1.1. Navigate to Home>Company>Setup>Company Items
   1.2. Click Add New Row
   1.3. Complete all the details
   1.4. Click Update

2. Create new item rates

   2.1. Navigate to Home>Company>Setup>Item Rates
   2.2. Click Add New Row
   2.3. Complete all the details
   2.4. Click Update

3. Create new rate templates

   3.1. Navigate to Home>Employee>Templates>Rate Templates
   3.2. We need to add 2 new rows.
          3.2.1 One for the default template to include the item in employee rates when creating  new employees
          3.2.2 One for a temporary template to add the item in employee rates for existing employees. Note that the temporary template must include only the newly created item

4. Generate employee rates

   4.1. Navigate to Home>Employee>Employees>Employee Rates
   4.2. Click on the Wizard tab
   4.3. On the rate template id field, select the temporary template created in the previous step
   4.4. Click Generate Data

5. Assign new item to calculation formulas

   5.1.1. Navigate to Home>Company>Setup>Calculation Formulas

If the first condition is met,

   5.1.2. Click Add New Row
   5.1.3. Add the newly created item as base item and all the items that must be taken into account for its income as items
   5.1.4. Repeat the two steps above as many times as necessary to form completely how the income of this new item must be calculated

If the second condition is met,

    5.1.3. Click Add New Row
    5.1.4. Add the newly created item as item for all the base items that you want this item to be part of the income calculation
    5.1.5. Repeat the two steps above as many times as necessary to adjust the income calculation of your base items by taking into account the newly created item

6. Create new distribution

   6.1. Navigate to Home>Employee>Attributes>Additional>Distributions
   6.2. Click Add New Row
   6.3. Add the new distribution for the newly created item

7. Create new distribution items

   7.1. Navigate to Home>Employee>Attributes>Additional>Distribution Items
   7.2. Click Add New Row
   7.3. Add the new item on the distribution created in the previous step

8. Create new distribution templates

   8.1. Navigate to Home>Employee>Templates>Distribution Templates
   8.2. We need to add 2 new rows.
          8.2.1 One for the default template to include the distribution in employee distributions when creating new employees
          8.2.2 One for a temporary template to add the distribution in employee distributions for existing employees. Note that the temporary template must include only the newly created distribution 

9. Generate employee distributions

   9.1. Navigate to Home>Employee>Employees>Employee Distributions
   9.2. Click on the Wizard tab
   9.3. On the distribution template id field, select the temporary template which was created in the previous step.
   9.4. Click Generate Data

10. Update GL interface (if applicable)

   9.1. Navigate to Home>Interfaces>General Ledger>Cost Center accounts
   9.2. Click on the Copy tab
   9.3. Fill the details
   9.4. Click Execute