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. Item Sets are used to combine a group of items that are priced the same for Brokerage, Rebate, On Invoice, and Accrual Programs. From here users can add, remove, and/or edit Item Sets.
Software Version: 2023.08.31 and newer
...
CancelCancel| nopanel | true |
|---|
Cancel | excerptincludeRV RV Delete |  Item sets with history cannot be deleted.
|
| Grid Layout | |
Toolbar IconGrid Toolbar Icon| Layout - Global | | Grid Layout - Global |
|---|
| nopanel | true |
|---|
|
|
| Help | | Insert excerpt |
|---|
| Help - Global 3.0 |
|---|
| Help - Global 3.0 |
|---|
| nopanel | true |
|---|
|
|
| New | |
New Save ...
|
| Fields | Description |
| Item Set |
This text field displays the name of the Item Set. This field is required| A textbox to enter or edit the Item Set name (e.g., the unique identifier). This defaults to blank, is required, and must be unique. This is always editable and can be changed to any value <= 50 characters. |
| Item Set Description |
This text field displays the Description of | A textbox to enter or edit the Item Set |
. This field | Description (e.g., describe what it is used for). This defaults to blank, is not required, and duplicates are allowed. This is always editable and can be changed to any value <= 500 characters. |
| Type |
This drop-down menu identifies where the Item Set is being used (All Modules, Customer Catalogs, Price Lists, Reports, Sales Programs). | ...
This toolbar icon is only displayed on the Items tab.
Properties Tab
| Column Headers | Description |
|---|
| 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 requiredA single select lookup to identify where the Item Set can be used. This defaults to 'All Modules' and is always editable. The lookup contains the following values: - All Modules
- Customer Catalogs
- Price Lists
- Reports
- Sales Programs
|
Properties Tab
The Properties tab is used to specify the overall selection criteria for the items belonging to, or intentionally excluded from, the Item Set.
| Property Name | Description |
|---|
| Item Type | A multi select lookup to identify one or more Item Types. The list of Items included in the Items tab will be only those belonging to the Item Types selected. This defaults as "ALL" and is always editable. The lookup contains: All, AP Expense, Freight, Inventory, Misc, and Tax. |
| Item Class | A multi select lookup to identify one or more Item Classes. The list of Items included in the Items tab will be only those belonging to the Item Classes selected. This defaults as "ALL" and is always editable. The lookup contains an option for "ALL" and the list of all 'Active' Item Classes. |
| Attribute Class | A multi select lookup to identify one or more Item Attribute Classes. The list of Attributes shown on the Attributes Tab will be those that are included in the Attribute Class(es) selected here. Those Attributes can then be filtered and the items that match those Attribute Values will be included in the Items tab. This defaults as "ALL" and is always editable. The lookup contains an option for "ALL" and the list of all Item Attribute Classes. |
| UOM Schedule | A multi select lookup to identify one or more UOM Schedules. The list of Items included in the Items tab will be only those belonging to the UOM Schedule(s) selected. This defaults as "ALL" and is always editable. The lookup contains an option for "ALL" and the list of all UOM Schedules. |
| Included Manually Selected Items |
Displays a -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. |
Attributes Tab
| Column Headers | Description |
|---|
Attributeselect lookup to identify one or more exception Items that need to be included in the Item Set but do not meet the other criteria specified. Items selected here will be added to the Items tab. This defaults as "ALL" and is always editable. The lookup contains an option for "ALL" and the list of all 'Active' Items. |
| Excluded Items | A multi select lookup to identify one or more exception Items that need to be excluded from the Item Set even if they meet the other criteria specified. Items selected here will be removed from the Items tab. This defaults as "ALL" and is always editable. The lookup contains an option for "ALL" and the list of all 'Active' Items. |
Attributes Tab
The Attributes tab displays all the Attributes that are valid for the Item Attribute Class(es) selected in the Attribute Class lookup on the Properties Tab. Attribute Values can be specified to limit the list of Items added to the Items Tab.
| Fields | Description |
|---|
| Attributes | 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. | ...
| A multi select lookup to select one or more applicable Attribute Values. This is not required and always editable. Items that contain the selected Attribute Values will be added to the Items Tab. |
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 includes all the user defined attributes Item Attributes as columns that can be added.
...
| Toolbar Icon | Description |
| Excel | | Insert excerpt |
|---|
| Excel - Global (old) |
|---|
| Excel - Global (old) |
|---|
| nopanel | true |
|---|
|
|
| Columns | Description |
|---|
| 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.| Identifies the Attribute Class assigned to the Item. |
| Description | | Insert excerpt |
|---|
| Item Description |
|---|
| Item Description |
|---|
| nopanel | true |
|---|
|
Database Field: ERPx_IMItem.ItemDescription |
| Item | | Insert excerpt |
|---|
| Item ID |
|---|
| Item ID |
|---|
| nopanel | true |
|---|
|
Database Field: ERPx_IMItem.ItemID |
| Item Class | | Insert excerpt |
|---|
| Item Class |
|---|
| Item Class |
|---|
| nopanel | true |
|---|
|
Database Field: ERPx_IMItemClass.Description |
| Item Type | | Insert excerpt |
|---|
| HELP:Item Type: Inventory |
|---|
| HELP:Item Type: Inventory |
|---|
| nopanel | true |
|---|
|
Database Field: ERPx_IMItemType.Description |
| UOM Schedule | | Insert excerpt |
|---|
| UOM - Schedule |
|---|
| UOM - Schedule |
|---|
| nopanel | true |
|---|
|
Database Fields: ERPx_IMItem.UOMScheduleSK, ERPx_IMUOMSchedule.ScheduleID |
Related Topics
...
| Expand |
|---|
|
Technical Details
| Tables Table Names: |
|---|
| dbo.ERPx_IMItemSet | | dbo.ERPx_IMItemSetItems |
| Stored Procedures: |
|---|
dbo.SPx_IMSEL_ItemSet | dbo.SPx_IMSEL_ItemSetAttributes | dbo.SPx_IMSEL_ItemSetHeader | dbo.SPx_IMSEL_ItemSetItemList | dbo.SPx_IMSEL_ItemSetProperties | dbo.SPx_IMUpdate_ItemSet | dbo.SPx_IMUpdate_ItemSetItems |
|
...