The purpose of this page is to add new items and/or update properties and default GL Accounts. Insert excerpt Def - Item Class Def - Item Class nopanel true
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Delete |
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Save |
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Fields | Description | ||||||||
Class | A single-select lookup that identifies the Item Class displayed in the record view. This field displays as [Item Class ID]: [Item Class Description]. Selecting another value will reload the page for the associated Item Class. This field is always editable if it is enabled. The lookup contains a list of all Items in the Item Class Master File. Database Fields: ERPx_IMItemClass.ClassID, ERPx_IMItemClass.Description |
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Properties |
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Roll Down |
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ID & Description | |||||||||||||||||
Class ID | Class IDs are the unique identifier for Item Classes. This is a text box that defaults as blank, is required, must be unique, and must be <= 25 characters. If missing, the message "Class ID is required." will be displayed on Save. If not unique the message "Duplicate Class ID's are not allowed." will be displayed on Save. This is always enabled and editable. Database Fields: ERPx_IMItemClass.ClassID | ||||||||||||||||
Class Description | Identifies the Description associated with the Item Class ID. This is a text box that defaults as blank, is required, must be unique, and must be <= 50 characters. If missing, the message "Class Description is required." will be displayed on Save. If not unique the message "Duplicate Class Descriptions are not allowed." will be displayed on Save. This is always editable. Database Field: ERPx_IMItemClass.Description | ||||||||||||||||
Base Configuration | |||||||||||||||||
Item Attribute Class |
This lookup contains a list of all Item Attribute Classes. Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItemClass.AttributeClassSk | ||||||||||||||||
Unit Decimals | Identifies the default number of 'Unit' decimal places for new Items assigned to this item class. This is a numeric text box that defaults to 0, is required, and must be a whole number between 0 and 5. If not, the message 'Unit Decimals is required and must be between 0 and 5.' will be displayed on save. This is always editable. Database Field: ERPx_IMItemClass.UnitDecimals | ||||||||||||||||
Weight Decimals | Identifies the default number of 'Weight' decimal places for the item. This is a numeric text box that defaults to 0, is required, and must be a whole number between 0 and 5. If not, the message 'Weight Decimals is required and must be between 0 and 5.' will be displayed on save. This is always editable. Database Field: ERPx_IMItemClass.WeightDecimals | ||||||||||||||||
Price Decimals |
Database Field: ERPx_IMItemClass.PriceDecimals | ||||||||||||||||
Inactive | Identifies whether the Item Class is active. Database Field: ERPx_IMItemClass.Inactive | ||||||||||||||||
Taxable for Sales | Identifies whether or not the Item Class is taxable on a Quick Sale, Fisherman Sales, or Tender Resale transaction. This is a Yes/No lookup that defaults as blank, is not required, and is always editable. If set to "Yes" the item will be evaluated for Sales Tax based on the 'Tax Class' assigned to the transaction. If set to "No" the item is not Taxable, and no sales tax will be computed for the item regardless of the 'Tax Class' assigned to the transaction. Database Field: ERPx_IMItemClass.TaxableForSales | ||||||||||||||||
Costing | |||||||||||||||||
Cost Group ID |
This lookup contains a blank value and a list of all 'Active' Cost Groups. Database Fields: ERPx_IMCostGroup.CostGroupID, ERPx_IMItemClass.CostGroupSK | ||||||||||||||||
Lot Configuration | |||||||||||||||||
Lot Tracked (Production Batch) |
Database Fields: ERPx_IMItemClass.TrackMethodEN | ||||||||||||||||
Expiration Days |
Database Field: ERPx_IMItemClass.ExpirationDays | ||||||||||||||||
Hold Code - New Lots | Identifies the Hold Code to be assigned to new Inventory Lots for Items assigned to this Item Class. This is a single-select lookup that defaults as blank, is not required, and is always editable. This is only applicable for Items with a 'Lot Tracked (Production Batch)' setting of "Yes". This lookup contains a blank value and a list of all Inventory Hold Codes. Database Field: ERPx_IMItemClass.LotHoldNew | ||||||||||||||||
Hold Code - Sales Returns | Identifies the Hold Code to be assigned to Inventory Lots on Sales Return Lots for Items assigned to this Item Class. This is a single-select lookup that defaults as blank, is not required, and is always editable. This is only applicable for Items with a 'Lot Tracked (Production Batch)' setting of "Yes". This lookup contains a blank value and a list of all Inventory Hold Codes. Database Field: ERPx_IMItemClass.LotHoldReturn | ||||||||||||||||
Other | |||||||||||||||||
Visible to WMS | Identifies whether Items assigned to this Item Class are exposed to a Warehouse Management System. This is a Yes/No lookup that defaults as blank, is not required, and is always editable. When adding new Items:
Database Field: ERPx_IMItemClass.IsVisibleToWMS |
GL Accounts Tab
The Accounts tab is where default GL Accounts for individual Items are set. The GL Accounts support Rolldown: Insert excerpt Rolldown Checkbox Rolldown Checkbox nopanel true
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Fields | Description | ||||||||
Brokerage | |||||||||
Brokerage Expense (Debit) |
This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItemClass.BrokerageExpActSK | ||||||||
Brokerage Accrual (Credit) |
This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItemClass.BrokerageAccrualActSK | ||||||||
Brokerage Write Off |
This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItemClass.BrokerageWriteOffActSK | ||||||||
Costing | |||||||||
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Inventory Balance Sheet |
This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItemClass.InventoryActSK | ||||||||
Purchase Clearing |
This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItemClass.PurchaseClearingGLAccountSK | ||||||||
Inventory Production Offset |
This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItemClass.InventoryProductionOffsetGLAccountSK | ||||||||
Inventory Adjustment |
This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItemClass.InvOffsetActSK | ||||||||
Purchase Price Variance |
This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItemClass.PurchasePriceVarianceGLAccountSK | ||||||||
Inventory Valuation Gain/Loss |
This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItemClass.InventoryValuationGainLossGLAccountSK | ||||||||
Cost of Goods Sold |
This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItemClass.COGSActSK | ||||||||
Freight Accruals | |||||||||
Sales Freight Expense (Debit) |
This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItemClass.FreightAccrualDebitActSK | ||||||||
Sales Freight Accrual (Credit) |
This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItemClass.FreightAccrualCreditActSK | ||||||||
Sales Freight Revenue (Credit) |
This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItemClass.FreightRevenueActSK | ||||||||
Transfer Freight Expense (Debit) |
This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItemClass.TransferFrtExpenseGLAccountSK | ||||||||
Transfer Freight Accrual (Credit) |
This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItemClass.TransferFrtAccrualGLAccountSK | ||||||||
Purchasing & Sales | |||||||||
Purchases |
This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItemClass.PurchaseGLAccountActSK | ||||||||
Sales |
This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItemClass.SalesActSK | ||||||||
Sales Returns |
This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItemClass.SalesReturnsActSK |
Related Topics
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