Description: The NorthScope Item Sets master file allows the user to add and edit Item Sets that are used in Sales Order and Sales Program modules.
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Header Section
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| Cancel |
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| Delete |
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| Grid Layout |
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| New |
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| Save |
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Header Fields
| Fields | Description |
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| Item Set | This text field displays the name of the Item Set. This field is required. |
| Item Set Description | This text field displays the Description of the Item Set. This field is not required. |
| Type | This drop-down menu identifies where the Item Set is being used (All Modules, Customer Catalogs, Price Lists, Reports, Sales Programs). |
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| Column Headers | Description |
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| Attribute Class | Displays a multi-select drop-down menu for the user to select Attribute Classes. The menu displays all Item type Attribute Classes configured in the Attribute Class Master File (Company > Attribute Class) and also “All” option. This field is used as a filter to assign items to the Item Set record and is not required. |
| Excluded Items | Displays a multi-select drop-down menu for the user to select Items to be excluded from the Item Set. The menu displays all Items configured in the Items Master File (Inventory > Items). This field is not required. |
| Included Manually Selected Items | Displays a multi-select drop-down menu for the user to manually select Items to be assigned to the Item Set. The menu displays all Items configured in the Items Master File (Inventory > Items) and also “All” option to assign all items to the Item Set. This field is not required. |
| Item Class | Displays a multi-select drop-down menu for the user to select Item Classes. The menu displays all Item Classes configured in the Item Class Master File (Inventory > Item Class) and also “All” option. This field is used as a filter to assign items to the Item Set record and is not required. |
| Item Type | Displays a multi-select drop-down menu for the user to select Item Types. The menu displays the following options: All, Discontinued, Flat Fee, Kit, Misc Charges, Sales Inventory and Tax. This field is used as a filter to assign items to the Item Set record and is not required. |
| UOM Schedule | Displays a multi-select drop-down menu for the user to select UOM Schedules. The menu displays all the UOM schedules configured in the UOM Schedule Master File (Inventory > Unit of Measure). This field is used as a filter to assign items to the Item Set record and is not required. |
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| Column Headers | Description |
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| Attribute | Displays the name of the attribute value. |
| Value | Allows users to select/enter an attribute value for the item set. This is used as a filtering criterion to create an item set based on the properties and attribute values selected. |
Items Tab
The Items tab displays items assigned to the item set record. These are items that meet the properties and attribute values selected on the Properties and Attribute -tabs. The Items tab is updated on save.
The grid also displays user defined attributes as columns.
| Column Headers | Description |
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| Attribute Class | Displays the attribute class of the corresponding item. |
| Description | Displays the description of the corresponding item. |
| Item | Displays the ID of the corresponding item. |
| Item Class | Displays the item class of the corresponding item. |
| Item Type | Displays the item type of the corresponding item. |
| UOM Schedule | Displays the UOM schedule of the corresponding item. |
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