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
Page Header
Toolbar Icons | Description |
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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. |
Delete | Click to see list of database tables and fields audited during the delete. |
Help | |
New | |
Notes | |
Save | |
Save & Close | |
Fields | Description |
Item |
The lookup contains a list of all Items in the Items Master File. Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription |
Page Detail
Grid Toolbar
Toolbar Icons | Description |
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Excel | |
Help | |
Quick Column Filter |
Properties Tab
Fields | Description |
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ID & Description | |
Item ID |
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 |
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 |
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 |
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 |
If this is changed for an existing item, validation will occur to:
This lookup contains the values in the IMManageItemsBy Enumeration Class. Database Field: ERPx_IMItem.ManageItemsByEN |
UOM Schedule ID |
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 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 |
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 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 |
If the item's 'Manage Items By' value is set to:
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 |
If the item's 'Manage Items By' value is set to:
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 |
If the item's 'Manage Items By' value is set to:
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 |
If the item's 'Manage Items By' value is set to:
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 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:
Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultSOPriceUOMSK |
Reporting |
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 |
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Alternate Descriptions | |
Sales Invoice Description |
Database Field: ERPx_IMItem.SalesInvoiceDescription |
Bar Code Label Description |
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 |
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.
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.
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) |
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.
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 |
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.
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.
This lookup contains a blank value and a list of all Inventory Hold Codes. Database Field: ERPx_IMItem.LotHoldReturn |
Costing | |
Cost UOM |
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:
This lookup contains the values in the IMItemValuationMethod Enumeration Class. Database Fields: ERPx_IMItem.ValuationMethodEN |
Cost Group ID |
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 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.
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:
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.
Database Field: ERPx_IMItem.IsVisibleToWMS |
UPC |