DEFINTION HERE.. The purpose of this page is to add, edit, remove, and activate/inactive these records.
This list view also contains columns for each Attribute that is set up for the 'Items' attribute type. Because these are user defined, they are not included in the default view but can be added a saved layout. 'Items' attributes are not included in the help documentation.
Software Version: 2023.XX.XX and newer
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| Toolbar Icons | Description |
|---|---|
| Column Filter Show/Hide |  Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column. |
| Delete |  Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Edit |  Opens the selected record for editing. If a record is not selected, the page will either not open or will open the first record (depending on how the page was coded). |
| Excel |  Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Group By Show/Hide |  Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total. |
| Help | Opens the online WIKI help page for the current page.
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| New |  Allows users to select the type of transaction or record they want to add. |
| Quick Column Filter |  Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text. |
| Saved Layout |  Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected. Please note that existing saved grid layouts will display the Filter Row as hidden by default. |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| # Cost Items | Identifies the number of Cost Items that are assigned to the BOM. This is a calculated field that sums the number of items that are on the 'Cost Items' tab of the corresponding BOM record. This is never editable and will update as Cost Items are added / removed from the 'Cost Items' tab of the record view. |
| # Inv. Items | Identifies the number of Inventory Items that are assigned to the BOM. This is a calculated field that sums the number of items that are on the 'Inventory Items' tab of the corresponding BOM record. This is never editable and will update as Inventory Items are added / removed from the 'Cost Items' tab of the record view. |
| Batch Units | Identifies the sum of all the Line Items 'Units', formatted to the number of Unit decimals setup on the BOM Item master file. This is a calculated field and can only be edited by changing the quantity of 'Units' on one or more line items on the BOM Record View. |
| Batch Weight | Identifies the sum of all the Line Items 'Weight', formatted to the number of Weight decimals setup on the BOM Item master file. This is a calculated field and can only be edited by changing the quantity of 'Weight' on one or more line items on the BOM Record View. |
| BOM ID | Identifies the unique Transaction ID for each BOM record. Clicking on the link opens the corresponding transaction record view. This is a system assigned value that comes from the 'Doc Prefix' + 'Next Num.' of the selected BOM Class of the record and is not editable by users. Database Field: ERPx_IMBOM.BOMID |
| BOM Item | Identifies the BOM Item, displayed as Item ID: Description. This is a non-editable textbox that displays the Item assigned to the corresponding BOM record. Item IDs are the unique identifier for Items. Database Fields: ERPx_IMItem.ItemID: ItemDescription, ERPx_IMBOM.ItemSK |
| BOM Item Description | Identifies the Description associated with the Item ID assigned to a transaction line, journal line detail or master file record. Database Fields: ERPx_IMItem.ItemDescription, ERPx_IMBOM.ItemSK |
| BOM Item ID | Identifies the ID of the Item. Item IDs are the unique identifier for Items. Database Fields: ERPx_IMItem.ItemID, ERPx_IMBOM.ItemSK |
| Cost UOM | Identifies the unit of measure the item's cost is stated in terms of. This is the value assigned in the "Cost UOM" property on the Item Record View. This is only editable from the Item master file record. 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. Database Fields: ERPx_IMUOM.UOMID, ERPx_IMBOM.CostUOMSK |
| Created | Identifies the Created Date & Time of the record, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. Database Field: ERPx_IMBOM.CreatedDate |
| Created By | Identifies the name of the user that created the record. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user. Database Field: ERPx_IMBOM.CreatedBy |
| Fixed Cost Rate | Identifies the Fixed Cost from the corresponding record. Database Field: ERPx_IMBOM.FixedCostRate |
| Last Updated | Identifies the Last Updated Date & Time of the Transaction, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. Database Field: ERPx_IMBOM.LastUpdated |
| Last Updated By | Identifies the name of the user that last updated the Transaction. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user. Database Field: ERPx_IMBOM.LastUser |
| Scaling UOM | Identifies the unit of measure.... This value comes from the Scaling UOM field on the BOM record view. This is editable from the record view. Database Fields: ERPx_IMUOM.UOMID, ERPx_IMBOM.ScalingUOMSK |
| Site ID | Identifies the Site ID (warehouse ID) the transaction is associated with. This is a comma separated list of Site ID's, if there are multiple Sites selected and not enough space to display all of the selected ID's '...' will be displayed at the end. If 'All' Sites is selected this field will display 'All'. Database Fields: ERPx_MFSite.SiteID, ERPx_IMBOMSite.SiteSK |
| Status | Identifies the status the record is in. Open: This is the default Status for all new records. While in the Status of 'Open', all editable fields are open for edit. Closed: Used to indicate that the record is no longer open to be used on other transactions. Closed records are only visible from inquiries, not list views. Note: Temporarily we will display 'Closed' records in this List View. Database Fields: ERPx_ , ERPx_IMBOM.StatusSK |
| Units UOM | Identifies the unit of measure that the units are stored in (Box, Bag, Case, Each, Tote, etc.) for a line item or on the transaction. Database Fields: ERPx_IMUOM.UOMID, ERPx_IMBOM.UnitsUOMSK |
| Weight UOM | Identifies the unit of measure that the weight is stored in (Lbs, Kg, Oz, Ton, etc.) for a line item or on the transaction. Database Fields: ERPx_IMUOM.UOMID, ERPx_IMBOM.WeightUOMSK |
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