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 Inventory functional Area for Bill of Materials. The purpose of this page is to add, edit, remove, and activate/inactive these records.
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| Fields | Description | ||||||||
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| Cost Item Description | Identifies the description of the Cost Item. This is an editable text box that is required, if missing the message "Cost Item Description is required." will be displayed on Save. It defaults to blank, must be <= 100 characters and is always editable. Database Field: ERPx_IMCostItem.CostItemDescription | ||||||||
| Cost Item ID | Identifies the unique identifier of the Cost Item. This is an editable text box that is required, if missing the message "Cost Item ID is required." will be displayed on Save. This should be unique based on a combination of Item ID and UOM else the message "Cost Item ID + UOM must be unique" will be displayed on Save. It defaults to blank, must be <= 25 characters and is always editable. Database Field: ERPx_IMCostItem.CostItemID | ||||||||
| Cost Offset GL Account | Identifies the GL Account of the Credit side of where this item posts to the Journal on a Production Transaction. This is a single select lookup that is required, else the message "Cost Offset GL Account is required." will be displayed on Save. It defaults to blank and is always editable. The lookup contains the current assigned value and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber: Description, ERPx_IMCostItem.CostOffsetGLAcctSK | ||||||||
| Created |
Database Field: ERPx_IMCostItem.CreatedDate | ||||||||
| Created By |
Database Field: ERPx_IMCostItem.CreatedBy | ||||||||
| Effective Date | Identifies the date...... This is a date field that is required, if missing the message "Effective Date is required." will be displayed on Save. It defaults to the current date and is always editable. Database Field: ERPx_IMCostItem.EffectiveDate | ||||||||
| Inactive |
Database Field: ERPx_IMCostItem.IsInactive | ||||||||
| Last Updated |
Database Field: ERPx_IMCostItem.LastUpdated | ||||||||
| Last Updated By |
Database Field: ERPx_IMCostItem.LastUser | ||||||||
| Rate | Identifies the current rate of the Cost Item. This is a numeric textbox that is required, if missing the message "Rate is required." will be displayed on Save. It defaults to blank, must be >=0 else the message "Rate cannot be less than 0." is displayed on Save and always editable. Database Field: ERPx_IMCostItem.Rate | ||||||||
| Scaling Method | Identifies how the Cost Item scales on Cost Breakdown formulas. This is a single select lookup that is required, if missing, the message "Scaling Method is required." will be displayed on Save. This defaults to blank and is always editable. The available options include: : 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 where Enumeration Value = 3, 4. Database Field: ERPx_IMCostItem.ScalingMethodEN | ||||||||
| UOM | Identifies the Unit of Measure of the Rate. This is a single select lookup that is required, if missing, the message "UOM is required." will be displayed on Save. This defaults to blank and is always editable. The lookup contains the current assigned value and a list of all 'Active' Units of Measure. Database Fields: ERPx_IMItem.UOMID, ERPx_IMCostItem.UOMSK |
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