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

[ 1 Page Header ] [ 2 Page Detail ] [ 2.1 Grid Toolbar ] [ 2.2 Properties Tab ] [ 2.3 Advanced Properties Tab ] [ 2.4 Attributes Tab ] [ 2.5 GL Accounts Tab ] [ 2.6 Certifications Tab ] [ 2.6.1 Related Topics ] [ 2.6.1.1 Page Definitions ] [ 2.6.1.2 Technical Details ]

Toolbar Icons	Description

Toolbar Icons	Description
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.
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Notes
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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

Page Detail

Toolbar Icons	Description

Toolbar Icons

Description

Excel

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Properties Tab

Fields	Description

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	This is a text box that defaults as blank, is not required, and is always editable. Data entry for this field is limited to 15 characters. Database Field: ERPx_IMItem.UPC
GTIN	Identifies the Global Trade Item Number for the item. This is a text box that defaults as blank, is not required, and is always editable. Data entry for this field is limited to 20 characters. Database Field: ERPx_IMItem.GTIN

Attributes Tab

The Attributes tab is where Item Attributes are assigned to specific items. If any required attributes are missing the item will be allowed to be saved but will be displayed in red text in the Item List View as a visual indicator that there are one or more missing attribute values.

Fields	Description

Fields

Description

Attributes

The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes → Items).

Value

Required

This value is only editable from the 'Assign Attribute Rules' page (Company → Setup → Attributes → Items → Item Attribute Class hyperlink).

GL Accounts Tab

The Accounts tab is where default GL Accounts for individual Items are set.

Freight Accruals
Fields	Description
Brokerage
Brokerage Expense (Debit)	This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Brokerage Expense (Debit)' field on the 'Accounts' tab of the Item Class record view for the selected Item Class. This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.BrokerageExpActSK
Brokerage Accrual (Credit)	This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Brokerage Accrual (Credit)' field on the 'Accounts' tab of the Item Class record view for the selected Item Class. This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.BrokerageAccrualActSK
Brokerage Write Off	This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Brokerage Write Off' field on the 'Accounts' tab of the Item Class record view for the selected Item Class. This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.BrokerageWriteOffActSK
Costing
Inventory Balance Sheet	This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Inventory Balance Sheet' field on the 'Accounts' tab of the Item Class record view for the selected Item Class. This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.InventoryActSK
Purchase Clearing	This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Purchase Clearing' field on the 'Accounts' tab of the Item Class record view for the selected Item Class. This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.PurchaseClearingGLAccountSK
Inventory Production Offset	This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Inventory Production Offset' field on the 'Accounts' tab of the Item Class record view for the selected Item Class. This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.InventoryProductionOffsetGLAccountSK
Inventory Adjustment	This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Inventory Adjustment' field on the 'Accounts' tab of the Item Class record view for the selected Item Class. This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.InvOffsetActSK
Purchase Price Variance	This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Purchase Price Variance' field on the 'Accounts' tab of the Item Class record view for the selected Item Class. This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.PurchasePriceVarianceGLAccountSK
Inventory Valuation Gain/Loss	This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Inventory Valuation Gain/Loss' field on the 'Accounts' tab of the Item Class record view for the selected Item Class. This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.InventoryValuationGainLossGLAccountSK
Cost of Goods Sold	This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Cost of Goods Sold' field on the 'Accounts' tab of the Item Class record view for the selected Item Class. This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.COGSActSK
Sales Freight Expense (Debit)	This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Freight Expense (Debit)' field on the 'Accounts' tab of the Item Class record view for the selected Item Class. This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.FreightAccrualDebitActSK
Sales Freight Accrual (Credit)	This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Freight Accrual (Credit)' field on the 'Accounts' tab of the Item Class record view for the selected Item Class. This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.FreightAccrualCreditActSK
Sales Freight Revenue (Credit)	If the transaction is a return transaction or the sales order is entered with negative quantities, then the account is debited. This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Freight Revenue (Credit)' field on the 'Accounts' tab of the Item Class record view for the selected Item Class. This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.FreightRevenueActSK
Transfer Freight Expense (Debit)	This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Transfer Freight Expense (Debit)' field on the 'Accounts' tab of the Item Class record view for the selected Item Class. This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.TransferFrtExpenseGLAccountSK
Transfer Freight Accrual (Credit)	This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Transfer Freight Accrual (Credit)' field on the 'Accounts' tab of the Item Class record view for the selected Item Class. This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.TransferFrtAccrualGLAccountSK
Purchasing & Sales
Purchases	This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Purchases' field on the 'Accounts' tab of the Item Class record view for the selected Item Class. This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.PurchaseGLAccountActSK
Sales	This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Sales' field on the 'Accounts' tab of the Item Class record view for the selected Item Class. This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.SalesActSK
Sales Returns	This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Sales Returns' field on the 'Accounts' tab of the Item Class record view for the selected Item Class. This lookup contains a blank value, the current assigned value, and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_IMItem.SalesReturnsActSK

Certifications Tab

The Certifications tab is where applicable Certifications are assigned to Items. The list of Certifications includes all 'Active' Certifications in the Certifications Master File (Inventory > Quality > Lot Certifications) that have a type of either 'Item Only' or 'Item and Site'.

Fields	Description

Fields	Description
Checkbox	Used to assign the corresponding certification to the item. If checked, the Certification is assigned to the Item. If unchecked, the Certification does not apply to the item.
Certification	Displays the read-only name of Certification.

User Guide: Adding Items