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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.   

Header Section

Header Toolbar

Toolbar IconsDescription
Delete

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(lightbulb) Item sets with history cannot be deleted. 

Grid Layout
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New
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Save
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Header Fields

FieldsDescription
Item Set

This text field displays the name of the Item Set. This field is required.

Item Set Description

This text field displays the Description of the Item Set. This field is not required.

TypeThis drop-down menu identifies where the Item Set is being used (All Modules, Customer Catalogs, Price Lists, Reports, Sales Programs).


Grid Section

Properties Tab

Property NameDescription
Attribute ClassThis field 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

This field 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 required.

Included Manually Selected ItemsThis field displays a multi-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 ClassThis field 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 TypeThis field 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 ScheduleThis field 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 HeadersDescription
Attribute

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. 

Items Tab Toolbar

Toolbar IconDescription
Excel


Items Tab Columns

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 user defined attributes as columns.

Column HeadersDescription
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 ScheduleDisplays the UOM schedule of the corresponding item.

Related Topics


 Page Definitions

Page Definitions


 Technical Details

Technical Details


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

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