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NorthScope allows users to add an edit item classes. These records serve as a default for all future created items assigned to the corresponding item class. The item class records integrate to the Host system when the item class integration in the Company module is set to immediate or timed.
Required Prerequisites
- Attribute Class Setup
- Cost Group Setup
- Financial Account Setup
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- Brokerage Expense (Debit)
- Brokerage Accrual (Credit)
- Brokerage Write Off
- Freight Expense (Debit)
- Freight Accrual (Credit)
- Inventory Balance Sheet
- Depreciation
- Inventory Adjustment
- Cost of Goods Sold
- Sales
- Markdown / Discount
- Sales Returns
- Inventory Returned as ‘Returned’
- Inventory Returned as ‘In Use’
- Inventory Returned as ‘In Service’
- Inventory Returned as ‘Damaged’
- Cycle Count Variance
- Unrealized Purchase Price Variance
- Assembly Variance
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Once the Accounts have been configured, save the Item Class Record.
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When creating a new item, select the desired Item Class from the Item Class property field. Assigning the item class to a new item will default all the shared fields from the customer item class once the new item is initially saved. Changing an item’s item class after the item was already created will not re-default the shared fields. In order to re-default the shared fields of a previous created item from a newly assigned item class the user must roll down the field values from the item class. See step 5.
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If the user would like to default edits made to an item class to all items assigned to that item class, the user can roll down the item class’s field values. In order to roll down a field value from an item class to an item assigned to that item class, the user can simply check the Roll Down checkbox next to the field value to be rolled down. Checking this checkbox will display a message asking the user to verify the change. However, all items created after the customer item class was created and assigned that item class will have their field values defaulted from the item class.
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