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Insert excerpt
Def - Item Class
Def - Item Class
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 The purpose of this page is to add new items and/or update properties and default GL Accounts.

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Toolbar IconsDescription
New

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New - Global 3.0
New - Global 3.0
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Delete
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Delete - RV Header 3.0
Delete - RV Header 3.0
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Help
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Help - Global
Help - Global
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Save

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Save - RV Header 3.0
Save - RV Header 3.0
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FieldsDescription
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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Toolbar IconsDescription
Excel
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Excel - RV Header 3.0
Excel - RV Header 3.0
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Quick Column Filter
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Quick Column Filter
Quick Column Filter
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FieldsDescription
Properties 
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Properties - RV
Properties - RV
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Roll Down
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Rolldown Checkbox
Rolldown Checkbox
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Value
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Value - RV
Value - RV
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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

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Item Attribute Class
Item Attribute Class
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This is a single-select lookup that defaults as blank, is not required, and is always editable. If the Rolldown is used, this value will be updated for all items in the Item Class.

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Def - Attribute Class
Def - Attribute Class
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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

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Price Decimals
Price Decimals
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 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 'Price Decimals is required and must be between 0 and 5.' will be displayed on save. This is always editable.

Database Field: ERPx_IMItemClass.PriceDecimals

Inactive

Identifies whether the Item Class is active. 

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Def - Inactive
Def - Inactive
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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

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Cost Group ID
Cost Group ID
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This is a single-select lookup that defaults as blank, is not required, and is always editable.

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Def - Cost Group
Def - Cost Group
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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)

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Lot Tracked
Lot Tracked
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This is a Yes/No lookup that defaults as blank, is not required, and is always editable. This is only applicable for Items with an 'Item Type' of "Inventory".

Database Fields: ERPx_IMItemClass.TrackMethodEN

Expiration Days

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Expiration Days
Expiration Days
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 This is a numeric text box that defaults as blank, is not required, and is always editable. If entered it must be >=0 else the message "Expiration Days must be greater than or equal to 0." will be displayed on save. This is only applicable for Items with a 'Lot Tracked (Production Batch)' setting of "Yes". 

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:

  • Items with an 'Item Type' of "Inventory" or "Misc" default as "Yes" if this value is "Yes" or blank, otherwise they default to "No".
  • All other 'Item Types' (AP Expense, Freight, and Tax) default as "No".

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: 

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Rolldown Checkbox
Rolldown Checkbox
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Toolbar IconsDescription
Excel
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Excel - RV Header 3.0
Excel - RV Header 3.0
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Quick Column Filter
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Quick Column Filter
Quick Column Filter
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FieldsDescription
Brokerage
Brokerage Expense (Debit)

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GL Account - Brokerage Expense
GL Account - Brokerage Expense
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This is a single-select standard lookup that defaults as blank, is not required and is always editable. 

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)

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GL Account - Brokerage Accrual
GL Account - Brokerage Accrual
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 This is a single-select standard lookup that defaults as blank, is not required and is always editable.

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

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GL Account - SP Write Off
GL Account - SP Write Off
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 This is a single-select standard lookup that defaults as blank, is not required and is always editable.

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
Inventory Balance Sheet

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GL Account - Inventory Balance Sheet
GL Account - Inventory Balance Sheet
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 This is a single-select standard lookup that defaults as blank, is not required and is always editable.

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

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GL Account - Purchase Clearing
GL Account - Purchase Clearing
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 This is a single-select standard lookup that defaults as blank, is not required and is always editable.

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

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GL Account - Inventory Production Offset
GL Account - Inventory Production Offset
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 This is a single-select standard lookup that defaults as blank, is not required and is always editable.

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

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GL Account - Inventory Adjustments
GL Account - Inventory Adjustments
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 This is a single-select standard lookup that defaults as blank, is not required and is always editable.

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

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GL Account - Purchase Price Variance
GL Account - Purchase Price Variance
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 This is a single-select standard lookup that defaults as blank, is not required and is always editable.

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

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GL Account - Inventory Valuation Gain/Loss
GL Account - Inventory Valuation Gain/Loss
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 This is a single-select standard lookup that defaults as blank, is not required and is always editable.

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

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GL Account - Cost of Goods Sold
GL Account - Cost of Goods Sold
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 This is a single-select standard lookup that defaults as blank, is not required and is always editable.

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)

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GL Account - Freight Expense
GL Account - Freight Expense
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 This is a single-select standard lookup that defaults as blank, is not required and is always editable.

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)

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GL Account - Freight Accrual
GL Account - Freight Accrual
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 This is a single-select standard lookup that defaults as blank, is not required and is always editable.

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)

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GL Account - Freight Revenue
GL Account - Freight Revenue
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 This is a single-select standard lookup that defaults as blank, is not required and is always editable.

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)

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GL Account - Transfer Freight Expense
GL Account - Transfer Freight Expense
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 This is a single-select standard lookup that defaults as blank, is not required and is always editable.

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)

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GL Account - Transfer Freight Accrual
GL Account - Transfer Freight Accrual
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 This is a single-select standard lookup that defaults as blank, is not required and is always editable.

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

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GL Account - Purchases (AP)
GL Account - Purchases (AP)
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 This is a single-select standard lookup that defaults as blank, is not required and is always editable.

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

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GL Account - Sales
GL Account - Sales
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 This is a single-select standard lookup that defaults as blank, is not required and is always editable.

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

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GL Account - Sales Return
GL Account - Sales Return
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 This is a single-select standard lookup that defaults as blank, is not required and is always editable.

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

User Guide: Adding Items

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