Item Record View

 

The purpose of this page is to add new items and/or update properties, attributes, default GL Accounts, and item certifications may be specified. This record view also supports adding/editing Notes and copying items.

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

Software Version: 2023.05.31 and newer

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Copy

Opens the Item Copy dialog to assist users in copying existing items to create new items in the system. Users may set Item Accounts, Attributes and Certifications to be copied, in addition to the Item properties. The Item Copy dialog window also allows users to enter UPC and GTIN values for the new item.

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Fields

Description

Item

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

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Fields

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Fields

Description

ID & Description

Item ID

 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

Item Description

 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

Base Configuration

Item Type

This is a single-select lookup that defaults as blank and is required. If missing, the message "Item Type is required." will be displayed on Save. This is not editable once the item has been saved. 

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

Database Fields: ERPx_IMItemType.Description, ERPx_IMItem.ItemTypeSK

Item Class Description

 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

Manage Items By

This is a single-select lookup that defaults as blank and is required. If missing, the message "Manage Items By is required." will be displayed on Save. This is always editable.

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

UOM Schedule ID

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

Item Attribute Class

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

This lookup contains a list of all Item Attribute Classes.

Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.AttributeClassSk

Unit Decimals

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

Weight Decimals

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. 

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 Weight Decimals is set to [Current assigned value]. Please update your Weight 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 "Weight Decimals cannot be changed to be lower than the previously saved Weight 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.WeightDecimals

Price Decimals

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) . 

After the initial Save, this can always be changed to a larger value but cannot be set to a smaller value else the message "Price Decimals cannot be changed to be lower than the previously saved Price Decimals ([Prev. Value])" will be displayed on Save.

Database Field: ERPx_IMItem.CurrencyDecimals

Taxable for Sales

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

Inactive

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.

Database Field: ERPx_IMItem.IsInactive

Default Units of Measure

Purchases

 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

Inventory - Units

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.

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

Inventory - Weight

 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.

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

Sales - Units

 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.

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

Sales - Weight

 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.

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

Sales - Price

 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.

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

Reporting

 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. 

 

 

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

Advanced Properties Tab

Fields

Description

Fields

Description

Alternate Descriptions

Sales Invoice Description

 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

Bar Code Label Description

 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

Shipping Description

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.

Database Field: ERPx_IMItem.ShippingDescription

Quantity Configuration

Variable Weight

This is a Yes/No lookup that is required.

  • 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

Allow Variable Ordered Weight

Identifies whether a 'Variable Weight' Item with a 'Managed By' of "Units and Weight" can be ordered (requested) in a ratio other than its default ratio. This is a Yes/No lookup  that is required.

  • 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, that are NOT 'Variable Weight', this defaults to "No" and is disabled.

  • For 'Units and Weight' Items, that are 'Variable Weight', this defaults to "No" and is editable.

If this is set to "No" then a 'Variable Weight' 30# case of Salmon Fillets can only be Ordered (requested) in 30 lbs. increments (e.g. 3 Cases @ 90 lbs). If this is set to "Yes" then quantities can be Ordered (requested) in any increment (e.g. 1 Case @ 5 lbs).  

If a 'Variable Weight' Item's 'Allow Variable Ordered Qty' is set to "No", users will still be able to allocate a variable weight amount.

Database Field: ERPX_IMItem.AllowVariableOrderedQty

Require Whole Units

Identifies whether items can be ordered in fractional or partial cases. This is a Yes/No lookup that is required.

  • For 'Units Only' Items, this defaults to "Yes" and is editable

  • For 'Weight Only' Items, this defaults to blank and is disabled.

  • For 'Units and Weight' Items, that are NOT 'Variable Weight', this defaults to "Yes" and is editable.

  • For 'Units and Weight' Items, that are 'Variable Weight', this defaults to "Yes" and is disabled.

If this is set to "Yes" then only whole numbers are allowed for the Units, if "No" then fractional units can be ordered.

 If an Item's 'Variable Weight' property is set to "Yes", this value must be "Yes".

Database Field: ERPx_IMItem.RequireWholeUnits

Lot Configuration

Lot Tracked (Production Batch)

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

Production Batch Class

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.  

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

Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.ProductionBatchClassSK

Quality Test Class

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". 

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

Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.QualityTestClassSK

Expiration Days

 This is a numeric text box that is not 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 or blank (meaning it does not expire) and is not editable.

Database Field: ERPx_IMItem.ExpirationDays

Hold Code - New Lots

Identifies the Hold Code to be assigned to new Inventory Lots for this Item. This is a single-select lookup that is not required.

  • For Items with an Item Type of 'Inventory', if the Item Class is set to be Lot Tracked, this defaults from the Item Class and is always editable

  • For Items with an Item Type of 'Inventory', if the Item Class is not set to be Lot Tracked, this defaults as blank and is not editable

  • For all other Items, this defaults as blank and is not editable. 

This lookup contains a blank value and a list of all Inventory Hold Codes.

Database Field: ERPx_IMItem.LotHoldNew

Hold Code - Sales Returns

Identifies the Hold Code to be assigned to Inventory Lots on Sales Return transactions containing this Item. This is a single-select lookup that is not required. 

  • For Items with an Item Type of 'Inventory', if the Item Class is set to be Lot Tracked, this defaults from the Item Class and is always editable

  • For Items with an Item Type of 'Inventory', if the Item Class is not set to be Lot Tracked, this defaults as blank and is not editable

  • For all other Items, this defaults as blank and is not editable. 

This lookup contains a blank value and a list of all Inventory Hold Codes.

Database Field: ERPx_IMItem.LotHoldReturn

Costing

Cost UOM

 This is a single-select lookup that defaults as blank and is required if either an Actual Cost, Market Cost, Standard Cost, or Minimum Actual Cost Margin Percent has been entered. This field is always editable.

If missing, the message "[Item ID]: Item Cost UOM is required when the Standard Cost, Actual Cost, Market Cost or Minimum Margin is greater than zero." will be displayed on Save. 

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.CostUOMSK

Costing Method

Identifies how the item relates to Costing. This is a single-select lookup that is required, defaults to "Exclude from Costing", and is only editable for Inventory tracked items. If the Costing Method is set to:

  • Active: to signify costs for the Item post both to Inventory Valuation and to the General Ledger. 

  • Passive: to signify costs for the Item are maintained in Inventory but they do not post to the General Ledger

  • Exclude from Costing: to signify costs are not maintained for the item.

    • This would be the default for all new items to make testing and documentation easier.

    • This would also be the only option available to non “Inventory” Item Types.

This lookup contains the values in the IMItemValuationMethod Enumeration Class. 

Database Fields: ERPx_IMItem.ValuationMethodEN

Cost Group ID

This is a single-select lookup that defaults from the Item Class, is not required, and is always editable.

This lookup contains a blank value and a list of all 'Active' Cost Groups

Database Fields: ERPx_IMCostGroup.CostGroupID, ERPx_IMItem.CostGroupSK

Default Actual Cost Rate

Identifies the default Actual Cost Rate that will be assigned to new Lots for this Item. This is a numeric text box that defaults as blank, is not required but if entered must be >=0 and is always editable. If a negative value is entered the message "[Item ID]: Default Actual Base Cost Rate must be greater than or equal to 0." will be displayed on Save. If the rate is > 0, a Cost Layer will be auto added when new lots for the item are created. 

Database Field: ERPx_IMItem.CurrentCost

Default Market Cost Rate

Identifies the default Market Cost Rate that will be assigned to new Lots for this Item. This is a numeric text box that defaults as blank, is not required but if entered must be >=0 and is always editable. If a negative value is entered the message "[Item ID]: Default Actual Base Cost Rate must be greater than or equal to 0." will be displayed on Save. If the rate is > 0, a Cost Layer will be auto added when new lots for the item are created. 

Database Field: ERPx_IMItem.MarketCost

Default Standard Cost Rate

Identifies the default Standard Cost Rate that will be assigned to new Lots for this Item. This is a numeric text box that defaults as blank, is not required but if entered must be >=0 and is always editable. If a negative value is entered the message "[Item ID]: Default Actual Base Cost Rate must be greater than or equal to 0." will be displayed on Save. If the rate is > 0, a Cost Layer will be auto added when new lots for the item are created.  

Database Field: ERPx_IMItem.StandardCost

Minimum Actual Cost Margin Percent

Identifies the minimum percent margin of the item and is used to compare the cost margin when a sales order is created with the item. This is a numeric text box that defaults as blank, is not required but if entered must be >=0, and is always editable.  If a negative value is entered the message "[Item ID]: Minimum Actual Cost Margin Percent must be greater than or equal to 0." will be displayed on Save. 

Database Field: ERPx_IMItem.MinMarginPercent

Shipping

Unit Tare Weight

 This is a numeric text box that defaults as 0.00000 is not required but if entered must be >=0. If a negative value is entered the message "[Item ID]: Unit Tare Weight must be greater than or equal to 0." will be displayed on Save.

  • For 'Units and Weight' items this is always editable. ('Manage Items By' of "Units and Weight").

  • For 'Units Only' items this is always editable. ('Manage Items By' of "Units Only").

  • For 'Weight Only' items this is not editable. ('Manage Items By' of "Weight Only"). 

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

Database Field: ERPx_IMItem.UnitTareWeight

Shipping Weight

Identifies the shipping weight of the item. This is a numeric text box that defaults as 0.00000 is not required but if entered must be >=0. If a negative value is entered the message "[Item ID]: Shipping Weight must be greater than or equal to 0." will be displayed on Save.

  • For fixed-weight items this is always editable. ('Manage Items By' of "Units and Weight" and 'Variable Weight' of No).

  • For variable-weight items this is not editable. ('Manage Items By' of "Units and Weight" and 'Variable Weight' of Yes).

  • For 'Units Only' items this is always editable. ('Manage Items By' of "Units Only").

  • For 'Weight Only' items this is not editable. ('Manage Items By' of "Weight Only").

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 Units for all items on the shipment.

Database Field: ERPx_IMItem.ShippingWeight

Pallet Configuration

Identifies the Pallet Configuration associated with the Item, displayed as [Pallet Configuration ID] - [Total Box Count] BOXES / PALLET. This is a single-select lookup that defaults as blank, is not required and is always editable.

The lookup contains a blank value, the current assigned value, and a list of all 'Active' Pallet Configurations set up in the Pallet Configuration Master File (Inventory > Setup > Pallet Configuration). 

Database Field: ERPx_IMItem.PalletConfigurationSK

Gross pallet Weight

Displays the gross pallet weight of the item, as calculated per the Pallet Configuration assigned to the item. This is a numeric text box that defaults to 0.00 and is never editable. It is calculated as [Shipping Weight] x [Number of Boxes/pallet] + [Pallet Tare] once a Pallet Configuration is assigned to the item.

 Because the 'Shipping Weight' is unknown, this will not show the correct calculation for either:

  • 'Weight Only' items ('Manage Items By' of "Weight Only").

  • Variable-weight items ('Manage Items By' of "Units and Weight" and 'Variable Weight' of Yes).

Database Field: ERPx_IMItem.GrossPalletWeight

Other

Visible to WMS

This is a Yes/No lookup that is required, defaults from the Item Class, and is editable for only 'Item Types' of Inventory or Misc. For Item Types of AP Expense, Freight, and Tax this defaults as "No" and is not editable.


If set to "Yes" the item will be exposed to the warehouse management system when it has been included on a Sales Order transaction. If set to "No" the item will not be exposed to the warehouse management system when it has been included on a Sales Order transaction.

Database Field: ERPx_IMItem.IsVisibleToWMS

UPC