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(Master File Name)'s are (explain what these are and what their purpose is)Planning Items are attached to Cost Formulas and used to record costs and recovery %. Planning Items are similar to non-inventory tracked Item Codes and examples may include things like: Labor, Overhead, Packaging, Raw Material, etc. They are used in the (identify each functional area these are used in) Functional Area(s) (to support other master files, to support transactions, to support other master files and transactions.). The Inventory functional Area for Bill of Materials. The purpose of this page is to add, edit, remove, and activate/inactive these records.

Software Version: 2019.MM09.DD 03 and newer

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Description

Cancel

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	Cancel - List View Edit
	Cancel - List View Edit
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Delete

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	Delete - Global
	Delete - Global
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Edit

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	Edit - List View (ML)
	Edit - List View (ML)
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Excel

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	Excel - Global
	Excel - Global
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Favorites

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	Favorites Add/Remove - Global
	Favorites Add/Remove - Global
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Grid Layout

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	Grid Layout
	Grid Layout
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Help

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	Help - Global Icon
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New

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Notes

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Fields

Description

Checkbox

Used to select one or more records.

Field 1

Field 2

Field 3

(Field Name) IDItem

A text box to add

/edit the

or edit the unique identifier of the

(what type of record is this) record

Planning Item. This defaults to blank but is required for all records. If missing, the message "

fieldname

A Planning Item ID is required." will be displayed on Save. The ID must be unique, otherwise the message "

Duplicate Field Name ID's are not allowed." will be displayed on Save. This field must be <= 25 characters.

Linked Database Field: ERPx_####.FieldName

(Field Name) Description

A text box to add/edit the name associated with the (ID Field Name) ID. This defaults to blank but is required ***OR**** and is not required. If missing, the message "fieldname is required." will be displayed on Save. This must be unique, otherwise the message "Duplicate Field Name's are not allowed.

Cannot insert duplicate key row in object 'dbo.ERPx_MPPlanningItem'" will be displayed on Save. This field must be <= 25 characters.

Linked Database Field: ERPx_

#####

MPPlanningItem.

#####.

PlanningItem

InactiveScaling Method

A

Yes/No field used

single select standard lookup to identify

if the record is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used ('No' values display as blank in the grid). This value is always editable. Linked Database Field: ERPx_#####.#####.

Checkbox

Used to select one or more records.

Date Field

The date of the (what is the date for) that was created by the transaction. Linked Database Field: ERPx_#####.#####.

Hyperlink

A hyperlink show the (Field Name) of the transaction. Clicking on the link opens the record view of the transaction. This field is not editable. Linked Database Field: ERPx_#####.#####.

Lookup (from an Enumeration)

A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####.

This lookup contains all the values in the (EnumerationClassName) Enumeration Class.

Lookup (non Enumeration)

A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####

This lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include).

Text Field

The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####.

A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####.

Yes/No Lookup

A Yes/No lookup to identify whether or not the feature is turned on. The value defaults to "Yes" but can be changed at anytime.

A value of "Yes" means that...

A value of "No" means that...how the planning item scales on Cost Breakdown formulas. This field is required and is always editable. The available options include:

Use BOM Recovery: Use this method if the Planning Item inherits the recovery from the Cost Breakdown formula.
Manually Set on BOM: Use this method if the Planning Item's recovery must be manually set on each Cost Breakdown formula.

This lookup contains all the values in the BOMScalingMethod Enumeration Class.

Linked Database Field: ERPx_MPPlanningItem.BOMScalingMethodEN

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