Opens a new blank record for data entry.

Identifies the Item, displayed as Item ID: Item Description. This is a single-select standard lookup that is required. When setting up a new item, this field defaults to blank and is disabled. When editing an existing item, this field displays as the [Item ID]:  ['Item Description] for the Item in Record View. Selecting another item will reload the page for the associated Item. This field is always editable if it is enabled.

The lookup contains a list of all Items in the Items Master File.

Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription

Item IDs are the unique identifier for Items.  This is a text box that defaults as blank, is required, must be unique, and must be <= 50 characters. If missing, the message "Item ID is required." will be displayed on Save. If not unique the message "Duplicate Item ID's are not allowed." will be displayed on Save.

This is only enabled and editable in systems that do not integrate "Item setup" with a third party system. To be editable, the "Item" Transaction Type on both the 'Inbound to NorthScope' and 'Outbound from NorthScope' Integration Modes  must be set to "None" on the Integration Configuration page.

 Careful consideration should be given before changing Item ID's.

Database Fields: ERPx_IMItem.ItemID

Identifies the Description associated with the Item ID assigned to a transaction line, journal line detail or master file record. This is a text box that defaults as blank, is required, and must be <= 105 characters. If missing, the message "Item Description is required." will be displayed on Save. This is always editable. 

 Item Descriptions do not have to be unique. However, careful consideration should be used before having multiple Item IDs with the same Item Description.

Database Field: ERPx_IMItem.ItemDescription

Identifies the type of item and its behavior in the system. Item Types fall under two main categories: 

1. Item Types that maintain perpetual inventory balances 
   1. Inventory
2. Item Types that do not maintain perpetual inventory balances
   1. AP Expense 
   2. Freight
   3. Misc
   4. Tax

The lookup contains a list of all Item Types in the ERPx_IMItemType table.

Database Fields: ERPx_IMItemType.Description, ERPx_IMItem.ItemTypeSK

Item Classes are used to identify default values that will be applied to new Inventory Items and to group Items together for reporting purposes. This is a single-select lookup that defaults as blank and is required. If missing, the message "Item Class is required." will be displayed on Save. This is always editable.

The lookup contains a blank value, the current assigned value, and a list of all 'Active' Item Classes.

Database Fields: ERPx_IMItemClass.Description, ERPx_IMItem.ItemClassSk

Identifies how item quantities are managed. The options include:

1. Units Only: values can only be entered for the # of Units, weight values cannot be entered and are disabled.
2. Weight Only: values can only be entered for Weight, unit values cannot be entered and are disabled.
3. Units & Weight: values can be entered for both Units & Weight

If this is changed for an existing item, validation will occur to:

• Ensure existing units and weight values in inventory would not be orphaned.
• Verify 'Default Price UOM' and 'Default Reporting UOM' fields are saved in a valid UOM.

This lookup contains the values in the IMManageItemsBy Enumeration Class.

Database Field: ERPx_IMItem.ManageItemsByEN

Identifies the UOM Schedule that is used to determine what Units of Measure are to be used for specific items that are bought, sold and manufactured as well as the conversions for those Units of Measure.
This is a single-select lookup that defaults as blank and is required. If missing, the message "UOM Schedule is required." will be displayed on Save. This can only be edited if the item has no transaction history.

This lookup contains all UOM Schedules on the Units of Measure list view.

Database Fields: ERPx_IMUOMSchedule.ScheduleID, ERPx_IMItem.UOMScheduleSK

Identifies the Attribute Class configured for the Item. This is a single-select lookup that defaults from the Item Class but is not required. This is always editable.

Attribute Classes are assigned to master files to control which Attributes are visible, and/or required, to records within the master file.

This lookup contains a list of all Item Attribute Classes.

Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.AttributeClassSk

Identifies the number of 'Unit' decimal places for the item. This is a numeric text box that defaults from the 'Unit Decimals' field on the 'Properties' tab of the Item Class Record View, is required, and must be a whole number between 0 and 5. 

If the Item does not have transaction history it can be edited to any value that is less than or equal to the 'Decimal Places' set on the assigned UOM Schedule ID. If the value is too high, the message "The UOM Schedule [Current Assigned UOM Sched.] allows up to [UOM Sched. Decimal Places] and your Unit Decimals is set to [Current assigned value]. Please update your Unit Decimals to be less than the UOM Schedule's decimal places." will be displayed on Save.

If the Item has transaction history it can only be increased up to the max 'Decimal Places' on the UOM Schedule else the message. If set to a lower value, the message "Unit Decimals cannot be changed to be lower than the previously saved Unit Decimals ([Prev. Value])." will be displayed on Save. 

Additionally, this value must be a whole number between 0 and 5, else the message "Unit Decimals must be between 0 and 5." will be displayed on Save. 

Database Field: ERPx_IMItem.UnitDecimals

Identifies the number of 'Weight' decimal places for the item. This is a numeric text box that defaults from the 'Weight Decimals' field on the 'Properties' tab of the Item Class Record View, is required, and must be a whole number between 0 and 5. 

Displays the number of decimal places available to be entered for the price of the item.
This is a numeric text box that defaults from the 'Price Decimals' field on the 'Properties' tab of the Item Class Record View, is required, and must be a whole number between 0 and 5 (this is not limited to the 'Decimal Places' set on the UOM Schedule) . 

Identifies whether or not the item is taxable on a Quick Sale, Fisherman Sales, or Tender Resale transaction. This is a Yes/No lookup that defaults from the 'Taxable for Sales' field on the 'Properties' tab of the Item Class Record View for the selected Item Class. This is 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_IMItem.TaxableForSales

Identifies whether the item is active. This is a Yes/No lookup that is required and is always visible.

If set to "Yes" the item will be excluded from item lookups on transactions. If set to "No" the item is able to be freely used.

Identifies if the record is "Inactive". If inactive (set to "Yes"), it will not be included in look-ups for transactions or other master files. If set to "No" or blank, the record is active and can be freely used.

Database Field: ERPx_IMItem.IsInactive

Displays the unit of measure that will default when the item is added to a Purchase Order or AP Invoice/Credit Memo. This is a single-select lookup that defaults as blank, is not required, and is always editable. 

This lookup contains a blank value, the current assigned value, and all 'Active' UOMs on the selected Item's UOM Schedule. 

Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.PurchaseUOMSK

Identifies the default inventory unit of measure that the units are stored in (boxes, Bags, Cases, Totes, etc.) for the item.This is a single-select lookup that defaults as blank and is required.  If missing, the message "([Item ID]): The Default Units of Measure: Inventory - Units are required for items managed by units and weight." or "(Item ID): The Default Units of Measure: Inventory - Units are required for unit only items." will be displayed on Save. 

If the item's 'Manage Items By' value is set to:

• "Units Only" or "Units and Weight", this field is enabled and always editable.
• "Weight Only", this field is disabled.

A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext.

This lookup contains a blank value, the current assigned value, and all 'Active' Unit UOMs on the selected Item's UOM Schedule. 

Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultIMUnitUOMSK

Identifies the default inventory unit of measure that the weight is stored in (Lbs, Kg, Oz, Ton, etc.) for the item. This is a single-select lookup that defaults as blank and is required.  If missing, the message "([Item ID]): The Default Units of Measure: Inventory - Weight are required for items managed by units and weight." or "(Item ID): The Default Units of Measure: Inventory - Weight are required for weight only items." will be displayed on Save. 

If the item's 'Manage Items By' value is set to:

• "Weight Only" or "Units and Weight", this field is enabled and always editable.
• "Units Only", this field is disabled.
  

A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext.

This lookup contains a blank value, the current assigned value, and all 'Active' Weight UOMs on the selected Item's UOM Schedule. 

Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultIMWeightUOMSK

Identifies the default unit of measure that the units are stored in (boxes, Bags, Cases, Totes, etc.) for the item in the Sales functional area. This is a single-select lookup that defaults as blank on New but will default to the Inventory - Units default Units of Measure on Save if a value is not selected. 

If the item's 'Manage Items By' value is set to:

• "Units Only" or "Units and Weight", this field is enabled and always editable.
• "Weight Only", this field is disabled.

A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext.

This lookup contains a blank value, the current assigned value, and all 'Active' Unit UOMs on the selected Item's UOM Schedule. 

Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultSOUnitUOMSK

Identifies the default unit of measure that the weight is stored in (Lbs, Kg, Oz, Ton, etc.) for the item in the Sales functional area. This is a single-select lookup that defaults as blank on New but will default to the Inventory - Weight default Units of Measure on Save if a value is not selected.  

If the item's 'Manage Items By' value is set to:

• "Weight Only" or "Units and Weight", this field is enabled and always editable.
• "Units Only", this field is disabled.

A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext.

This lookup contains a blank value, the current assigned value, and all 'Active' Weight UOMs on the selected Item's UOM Schedule.

Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultSOWeightUOMSK

Identifies the default price unit of measure for the Item (Lbs, Kg, Oz, Ton, etc.) in the Sales functional area. This must either match the item's Unit or Weight UOM. This is a single-select lookup that defaults as blank on New but will default on Save as follows if a value is not selected:

• Items managed by Units and Weight, or Units only this value will default to the Inventory - Units default Units of Measure.
• Weight Only items will default to the Inventory - Weight default Units of Measure.

This value also must either match the 'Sales - Units' UOM or 'Sales - Weight' UOM, else the message "([Item ID]): You must select a Price UOM that matches either the Sales Order Unit UOM or the Sales Order Weight UOM" will be displayed on Save.

A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext.

If the item's 'Manage Item By' value is set to:

• "Units Only" then this lookup contains a blank value, the current assigned value, and all 'Active' Unit UOMs on the selected Item's UOM Schedule. 
• "Weight Only" then this lookup contains a blank value, the current assigned value, and all 'Active' Weight UOMs on the selected Item's UOM Schedule.
• "Units and Weight" then this lookup contains a blank value, the current assigned value, and all 'Active' Unit and Weight UOMs on the selected Item's UOM Schedule.

Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultSOPriceUOMSK

Identifies the default reporting unit of measure that the weight (Lbs, Kg, Oz, Ton, etc.) or units (boxes, Bags, Cases, Totes, etc.) of the item is stored in. This is a single-select lookup that defaults as blank, is not required, and is always editable.

This value must either match the 'Inventory - Units' UOM or 'Inventory - Weight' UOM, else the message "([Item ID]): The default Reporting UOM must either match the Default IM Unit UOM or the Default IM Weight UOM." will be displayed on Save. 

A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext. 

This lookup contains a blank value, the current assigned value, and all 'Active' UOMs on the selected Item's UOM Schedule.

Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultReportingUOMSK

Identifies the Description that will be used on Sales Invoices. This defaults from the Item Description but can be changed. This is a text box that defaults from the 'Item Description'. If missing or blank it will be updated to the 'Item Description' on Save. Data entry for this field is limited to 105 characters.

Database Field: ERPx_IMItem.SalesInvoiceDescription

The Bar Code Label Description is used in companies that want to manage a shorter name that can be printed on box labels.  This is a text box that defaults from the 'Item Description'. If missing or blank it will be updated to the 'Item Description' on Save. Data entry for this field is limited to 105 characters.

Database Field: ERPx_IMItem.BarCodeLabelDescription

Identifies the Description for the item that will appear on shipping documentation. This is a text box that defaults from the 'Item Description'. If missing or blank it will be updated to the 'Item Description' on Save. Data entry for this field is limited to 105 characters.

The 'Shipping Description' is only used on custom Shipping and/or Export Reports (e.g. a custom Bill of Lading) in companies that want to group like items together. For example, if you are manage 15 unique Item ID's for various packaged sizes of Frozen Sockeye Salmon Fillets, you could assign all 15 a 'Shipping Description of "Frozen Sockeye Salmon Fillets". Then, if you transferred quantities of all 15 Items, you would only see 1 line item on the BOL labeled "Frozen Sockeye Salmon Fillets". 

Database Field: ERPx_IMItem.ShippingDescription

Displays whether the item is configured to be variable weight.

• Fixed Weight Items are Items that are packed to a specific weight.
• Variable weight items are Items that are packed within a targeted weight range.

• For 'Units Only' Items, this defaults to blank and is disabled.
• For 'Weight Only' Items, this defaults to "Yes" and is disabled.
• For 'Units and Weight' Items, this defaults to "No" and is editable. 

Database Field: ERPX_IMItem.IsItemVariableWeight

Identifies whether or not item balances are maintained for "Production Batches". This is a Yes/No lookup that defaults from the Item Class, is required, and is only editable for 'Inventory' Item Types that do not have any transaction history. For all other Item Types (AP Expense, Freight, Misc, and Tax), this defaults to "No" and is always disabled.

If an inventory tracked Item with this property set to "Yes" is changed to "No", any values saved in Production Batch Class, Quality Test Class, Expiration Days, Hold Code - New Lots, and Hold Code - Returned Lots will be cleared.

• If this is set to "Yes" then perpetual inventory balances for the Item are managed by unique instance of: Item ID, Site, Production Batch, Warehouse Lot, and Owner.
• If this is set to "No" then perpetual inventory balances for the item are only managed by unique instance of: Item ID, Site, Warehouse Lot, and Owner.

Database Fields: ERPx_IMItemClass.TrackMethodEN, ERPx_IMItem.ItemClassSk

Identifies the default Production Batch Attribute Class for the item. This is a single-select lookup that defaults as blank, is not required, and is editable for all Items where the 'Lot Tracked' property is set to "Yes".  Once a Production Batch is created for the lot tracked item (and a value is set for this property), the Production Batch attributes will be visible on the Production Batch record.  

Attribute Classes are assigned to master files to control which Attributes are visible, and/or required, to records within the master file.

This lookup contains a blank value and a list of all Production Batch Attribute Classes.

Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.ProductionBatchClassSK

Identifies the default Quality Test Attribute Class for the item. This is a single-select lookup that defaults as blank, is not required, and is editable for all Items where the 'Lot Tracked' property is set to "Yes". 

Attribute Classes are assigned to master files to control which Attributes are visible, and/or required, to records within the master file.

This lookup contains a blank value and a list of all Quality Test Attribute Classes.

Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.QualityTestClassSK

Displays the number of Days before a new Production Batch for the item expires. This value is added to the 'Production Batch Date' to assign the 'Batch Expiration Date' on new Lots. This can be edited by changing the 'Expiration Days' field on the Properties tab of the Item Record View. This is a numeric text box that is required.

• For 'Lot Tracked' Items, this defaults from the Item Class and is editable to any positive whole number, else the message "Expiration Days must be greater than or equal to 0." will be displayed on Save. This is always editable.
• For all other Items, this defaults as 0 and is not editable.

Database Field: ERPx_IMItem.ExpirationDays