Items List View

Owned by Janice Dannenberg (Unlicensed)
Last updated: Nov 04, 2024 by Emma Greenwood
9 min read

 The purpose of this page is to view existing items. From here you have the options to add, edit, and activate/inactive these records.

 

Items are often referred to as: Item ID's, Products, Product Codes, and SKU's.

 This list view also contains columns for each Attribute that is set up for the 'Items' attribute type. Additionally, this list view also contains columns for each Lot Certification. However, because these attributes and lot certifications are user defined, they are not included in the help documentation.

Software Version: 2023.09.15 and newer

[ 1 Page Header ] [ 1.1 Related Topics ] [ 1.1.1 Page Definitions ] [ 1.1.2 Technical Details ]

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Copy

Opens the "Item Copy" dialog allowing users to copy existing items.  During the Copy, users can determine if the Item Accounts, Attributes and Certifications are copied alongside with the Item properties.  The "Item Copy" dialog window also allows users to enter UPC and GTIN IDs for the new item.

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  • Item Attributes: A list of Attributes set up as the 'Items' attribute type.

  • Item Properties: Expiration Days - Allows users to update the Expiration Days for Lot Tracked items. The value must be greater than or equal to 0.

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Fields

Description

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Actual Cost

 This is not required and can always be edited from the 'Actual Cost' field on the 'Advanced Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.CurrentCost

Allow Variable Ordered Wt.

Identifies whether or not the item is allowed to be ordered, in a variable weight, on sales order transactions. This is required and can always be edited from the 'Allow Variable Ordered Weight' property on the 'Advanced Properties' tab of the Item Record View.

The field can only be set to "Yes" when the 'Variable Weight' field is set to "Yes".  For example, if a variable weight item has a target weight of 10 lb / case and this Property is set to "No", it must be ordered in 10 lb increments, if it is set to yes, it can be ordered in any increment. This setting does not impact how it can be allocated, only how it can be ordered. 

Database Field: ERPx_IMItem.AllowVariableOrderedQty

Bar Code Label Description

Displays the description to be used for Item labels. This is not required and can always be edited from the 'Bar Code Label Description' field on the 'Advanced Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.BarCodeLabelDescription

Cost Group ID

 This is is not required and can always be edited from the 'Cost Group ID' field on the 'Advanced Properties' tab of the Item Record View.

Database Field: ERPx_IMCostGroup.CostGroupID, ERPx_IMCostGroup.CostGroupDescription, ERPx_IMItem.CostGroupSK

Cost UOM

 This is not required and can always be edited from the 'Cost UOM' field on the 'Advanced Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.CostUOMSK

Costing Method

Displays how the cost of the item is valued, such as by Item, Lot, etc. This field is required. It can only be edited if the item is lot tracked. If editable, this can be updated from the 'Costing Method' field on the 'Advanced Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.ValuationMethodEN

Expiration Days

This is not required and for Lot Tracked items it can be edited from the 'Expiration Days' field on the 'Advanced Properties' tab of the Item Record View, for all other items this is not editable.  

Database Field: ERPx_IMItem.ExpirationDays

GL-Brokerage Accrual

This is not required and can always be edited from the 'Brokerage Accrual (Credit)' field on the 'GL Accounts' tab of the Item Record View.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.BrokerageAccrualActSK

GL-Brokerage Expense

This is not required and can always be edited from the 'Brokerage Expense (Debit)' field on the 'GL Accounts' tab of the Item Record View.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.BrokerageExpActSK

GL-Brokerage Write Off

This is not required and can always be edited from the 'Brokerage write Off' field on the 'GL Accounts' tab of the Item Record View.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.BrokerageWriteOffActSK

GL-Cost of Goods Sold

This is not required and can always be edited from the 'Cost of Goods Sold' field on the 'GL Accounts' tab of the Item Record View.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.COGSActSK

GL-Depreciation

This is not required and can always be edited from the 'Depreciation' field on the 'GL Accounts' tab of the Item Record View.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.DepreciationActSK

GL-Inventory Adjustments

This is not required and can always be edited from the 'Inventory Adjustment' field on the 'GL Accounts' tab of the Item Record View.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.InvOffsetActSK   

GL-Inventory Balance Sheet

This is not required and can always be edited from the 'Inventory Balance Sheet' field on the 'GL Accounts' tab of the Item Record View.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.InventoryActSK

GL-Purchases

 This is not required and can always be edited from the 'Purchases' field on the 'GL Accounts' tab of the Item Record View.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.PurchaseGLAccountSK

GL-Sales

 This is not required and can always be edited from the 'Sales' field on the 'GL Accounts' tab of the Item Record View.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.SalesActSK

GL-Sales Freight Accrual

This is not required and can always be edited from the 'Sales Freight Accrual (Credit)' field on the 'GL Accounts' tab of the Item Record View.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.FreightAccrualCreditActSK

GL-Sales Freight Expense

This is not required and can always be edited from the 'Sales Freight Expense (Debit)' field on the 'GL Accounts' tab of the Item Record View.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.FreightAccrualDebitActSK

GL-Sales Freight Revenue

This is not required and can always be edited from the 'Sales Freight Revenue (Credit)' field on the 'GL Accounts' tab of the Item Record View.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.FreightRevenueActSK

GL-Sales Return

This is not required and can always be edited from the 'Sales Returns' field on the 'GL Accounts' tab of the Item Record View.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.SalesReturnsActSK

GL-Transfer Freight Accrual

 This is not required and can always be edited from the 'Transfer Freight Accrual (Credit)' field on the 'GL Accounts' tab of the Item Record View.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.TransferFrtAccrualGLAccountSK

GL-Transfer Freight Expense

This is not required and can always be edited from the 'Transfer Freight Expense (Debit)' field on the 'GL Accounts' tab of the Item Record View.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.TransferFrtExpenseGLAccountSK

Gross Pallet Wt.

Displays the gross pallet weight of the item, as calculated per the shipping weight and Pallet Configuration assigned to the item. This is not required. This field is never directly editable by the user, but can be updated by changing the 'Shipping Weight' field or selecting a different 'Pallet Configuration' on the 'Advanced Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.GrossPalletWeight

GTIN

Identifies the Global Trade Item Number for the item. This is not required and can always be edited from the 'GTIN' field on the 'Advanced Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.GTIN

Hold Code - New Lots

Identifies the hold code to be assigned to an inventory lot when a new lot is created with the item. This is not required and can be edited from the 'Hold Code - New Lots' field on the 'Advanced Properties' tab of the Item Record View for Lot Tracked Items.

Database Field: ERPx_IMItem.LotHoldNew

Hold Code - Sales Returns

Identifies the hold code to be assigned to an inventory lot when a sales return is created with the item. This is not required and can always be edited from the 'Hold Code - Sales Returns' field on the 'Properties' tab of the Item Record View for Lot Tracked Items.

Database Field: ERPx_IMItem.LotHoldReturn

Inactive

Identifies whether the item is active. This is required and can always be edited from the 'Inactive' field on the 'Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.IsInactive

Inventory - Units

This is the item's unit UOM that inventory balances are stored in. It is also the default unit UOM used when the item is entered on transactions keyed in the Inventory Functional Area. This is not required and can always be edited from the 'Inventory - Units' field on the 'Properties' tab of the Item Record View.

Database Field: ERPx_IMUOM.UOMID, ERPx_IMItem.DefaultIMUnitUOMSK

Inventory - Weight

 This is the item's weight UOM that inventory balances are stored in. It is also the default weight UOM used when the item is entered on transactions keyed in the Inventory Functional Area. This is not required and can always be edited from the 'Inventory - Weight' field on the 'Properties' tab of the Item Record View.

Database Field: ERPx_IMUOM.UOMID, ERPx_IMItem.DefaultIMWeightUOMSK

Item Attribute Class

This is not required and can always be edited from the 'Item Attribute Class' field on the 'Properties' tab of the Item Record View.

Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.AttributeClassSK

Item Class

This is required and can always be edited from the 'Item Class Description' field on the 'Properties' tab of the Item Record View.

Database Fields: ERPx_IMItemClass.ClassID, ERPx_IMItemClass.Description, ERPx_IMItem.ItemClassSk

Item Description

 This is required and can always be edited from the 'Item Description' field on the 'Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.ItemDescription

Item ID

Clicking on the link opens the Item Record View for the selected record. This field is required and can be edited from the Record View in systems that do not integrate "Item setup" with a third party system.

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

Database Field: ERPx_IMItem.ItemID

Item Type

 This is required and not editable after initial Save.

Database Fields: ERPx_IMItemType.Description, ERPx_IMItem.ItemTypeSK

Lot Tracked

This field is required and can always be edited for Items with an 'Item Type' of "Inventory" from the 'Lot Tracked' field on the 'Advanced Properties' tab of the Item Record View. 

Database Fields: ERPx_IMItemClass.TrackMethodEN, ERPx_IMItem.ItemClassSk

Manage Items By

This is required and can be edited from the 'Manage Items By' field on the 'Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.ManageItemsByEN

Market Cost

 This is not required and can always be edited from the 'Market Cost' field on the 'Advanced Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.CurrentCost

Min Actual Cost Margin Pct.

Identifies the minimum margin % allowed when selling the item on a Sales Order. This defaults to "0.0000" and is always editable from the 'Market Cost' field on the 'Advanced Properties' tab of the Item Record View..

Database Field: ERPx_IMItem.MinMarginPercent

Pallet Configuration

Displays the name of the pallet configuration to which the item is assigned. This is not required and can always be edited from the 'Minimum Actual Cost Margin Percent' field on the 'Advanced Properties' tab of the Item Record View.

Database Fields: ERPx_IMPalletConfiguration.PalletConfigurationDescription, ERPx_IMItem.PalletConfigurationSK

Price Decimals

 This is required. It can only be edited, if the item has no transaction history, from the 'Price Decimals' field on the 'Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.CurrencyDecimals

Production Batch Class

Displays the default Production Batch Attribute Class associated with an Item. This is not required and can always be edited from the 'Production Batch Class' field on the 'Advanced Properties' tab of the Item Record View.

Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.ProductionBatchClassSK

Purchases

 This field is not required. It can always be edited from the 'Purchases' field on the 'Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.PurchaseUOMSK

Quality Test Class

Displays the default Quality Test Attribute Class associated with an Item. This is not required and can always be edited from the 'Quality Test Class' field on the 'Advanced Properties' tab of the Item Record View.

Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.QualityTestClassSK

Reporting

Displays the default reporting Unit of Measure (Lbs, kgs, Cases, etc.) of the item. This is not required and can always be edited from the 'Reporting' field on the 'Properties' tab of the Item Record View.

Database Field: ERPx_IMUOM.UOMID, ERPx_IMItem.DefaultReportingUOMSK

Req. Whole Units

This is required and can always be edited from the 'Required Whole Units' field on the 'Advanced Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.RequireWholeUnits

Sales - Price 

 This field is not required. It can always be edited from the 'Sales - Price' field on the 'Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.DefaultSOPriceUOMSK

Sales - Units

This is the item's default unit UOM within the Sales functional area. This is not required and can always be edited from the 'Sales - Unit' field on the 'Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.DefaultSOUnitUOMSK

Sales - Weight

This is the item's default weight UOM within the Sales functional area. This is not required and can always be edited from the 'Sales - Weight' field on the 'Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.DefaultSOWeightUOMSK

Sales Invoice Description

Displays the description for the Item that will appear on Sales Orders and Invoices. This field is required and can always be edited from the 'Sales Invoice Description' field on the 'Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.SalesInvoiceDescription

Shipping Description

Displays the description for the item that will appear on Export Shipping documentation. This field is required. It can always be edited from the 'Shipping Description' field on the 'Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.ShippingDescription

Shipping Wt.

Identifies the shipping weight of the item. This is a numeric text box that is not required and is always editable from the 'Shipping Weight' field on the 'Advanced Properties' tab of the Item Record View.

This field is used to calculate the total 'Shipping Wt.' of a shipment on the Shipment Details Record View by multiplying the 'Shipping Weight' by the Ordered/Allocated weight of all items on the shipment.

Database Field: ERPx_IMItem.ShippingWeight

Standard Cost

 This is not required and can always be edited from the 'Standard Cost' field on the 'Advanced Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.StandardCost

Taxable For Sales

Identifies whether or not the item is taxable on sales transactions. This field is not required. It can always be edited from the 'Taxable for Sales' field on the 'Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.TaxableForSales

Unit Decimals

 This is required. It can only be edited, if the item has no transaction history, from the 'Unit Decimals' field on the 'Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.UnitDecimals

Unit Tare Wt.

Identifies weight of the item's container or packaging. It is used to calculate freight for the item. This field is not required. It can always be edited from the 'Unit Tare Weight' field on the 'Advanced Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.UnitTareWeight

UOM Schedule ID

This field is required. It can only be edited if the item has no transaction history. If editable, this can be updated from the 'UOM Schedule ID' field on the 'Properties' tab of the Item Record View.

Database Fields: ERPx_IMUOMSchedule.ScheduleID, ERPx_IMItem.UOMScheduleSK

UPC

 This field is required. It can always be edited from the 'UPC' field on the 'Advanced Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.UPC

Variable Wt. 

This field is required. It can only be edited if the item is managed by Units and Weight and the item type is Sales Inventory. If editable, this can be updated from the 'Variable Weight' field on the 'Advanced Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.IsItemVariableWeight

Visible To WMS

 This field is required. It can always be edited from the 'Visible To WMS' field on the 'Advanced Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.IsVisibleToWMS

Weight Decimals

 This is required. It can only be edited, if the item has no transaction history, from the 'Weight Decimals' field on the 'Properties' tab of the Item Record View.

Database Field: ERPx_IMItem.WeightDecimals

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