Item Class Record View

Item Classes are used to identify default values that will be applied to new Inventory Items and to group Items together for reporting purposes. The purpose of this page is to add new items and/or update properties and default GL Accounts.

(lightbulb) This page supports the Rolldown feature to push changes to existing Items. If one or more of the 'Rolldown' checkboxes are checked on 'Save', the values will be pushed to all Items belonging to the Item Class.

Software Version: 2022.11.30 and newer

Page Header

Toolbar IconsDescription
New

 Opens a new blank record for data entry.

Delete Deletes the transaction, batch, or master file record. When clicked, users will be prompted with: "Are you sure you want to delete this record?". Click "OK" to confirm, or "Cancel" to return without deleting. 

WARNING: Records cannot be recovered once they are deleted!

HelpOpens the online WIKI help page for the current page. 

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Save

 Saves the changes made to the record. 
FieldsDescription
Class

A single-select lookup that identifies the Item Class displayed in the record view. This field displays as [Item Class ID]: [Item Class Description]. Selecting another value will reload the page for the associated Item Class. This field is always editable if it is enabled.

The lookup contains a list of all Items in the Item Class Master File.

Database Fields: ERPx_IMItemClass.ClassID, ERPx_IMItemClass.Description

Properties Tab

Toolbar IconsDescription
Excel Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported. 
Quick Column Filter Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text.
FieldsDescription
Properties Identifies the Property that is being set up.
Roll DownA check box to identify whether or not the corresponding value should be pushed to all records (customers, fishermen, items, vendors) assigned to the Class. On 'Save', the values for all the selected fields will be rolled down the records assigned to the Class.
ValueA text box or lookup to set the value of the property. Property values are always editable and can be changed at any time, unless otherwise specified. 
ID & Description

Class ID

Class IDs are the unique identifier for Item Classes. This is a text box that defaults as blank, is required, must be unique, and must be <= 25 characters. If missing, the message "Class ID is required." will be displayed on Save. If not unique the message "Duplicate Class ID's are not allowed." will be displayed on Save. This is always enabled and editable.

Database Fields: ERPx_IMItemClass.ClassID

Class Description

Identifies the Description associated with the Item Class ID. This is a text box that defaults as blank, is required, must be unique, and must be <= 50 characters. If missing, the message "Class Description is required." will be displayed on Save. If not unique the message "Duplicate Class Descriptions are not allowed." will be displayed on Save. This is always editable. 

Database Field: ERPx_IMItemClass.Description

Base Configuration
Item Attribute Class

Identifies the Attribute Class configured for the Item. This is a single-select lookup that defaults as blank, is not required, and is always editable. If the Rolldown is used, this value will be updated for all items in the Item Class.

Attribute Classes are assigned to master files to control which Attributes are visible, and/or required, to records within the master file.

This lookup contains a list of all Item Attribute Classes.

Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItemClass.AttributeClassSk

Unit Decimals

Identifies the default number of 'Unit' decimal places for new Items assigned to this item class. This is a numeric text box that defaults to 0, is required, and must be a whole number between 0 and 5.  If not, the message 'Unit Decimals is required and must be between 0 and 5.' will be displayed on save. This is always editable.

Database Field: ERPx_IMItemClass.UnitDecimals

Weight Decimals

Identifies the default number of 'Weight' decimal places for the item. This is a numeric text box that defaults to 0, is required, and must be a whole number between 0 and 5.  If not, the message 'Weight Decimals is required and must be between 0 and 5.' will be displayed on save. This is always editable.

Database Field: ERPx_IMItemClass.WeightDecimals

Price Decimals

Displays the number of decimal places available to be entered for the price of the item.
 This is a numeric text box that defaults to 0, is required, and must be a whole number between 0 and 5.  If not, the message 'Price Decimals is required and must be between 0 and 5.' will be displayed on save. This is always editable.

Database Field: ERPx_IMItemClass.PriceDecimals

Inactive

Identifies whether the Item Class is active. Identifies if the record is "Inactive". If inactive (set to "Yes"), it will not be included in look-ups for transactions or other master files. If set to "No" or blank, the record is active and can be freely used.

Database Field: ERPx_IMItemClass.Inactive

Taxable for Sales

Identifies whether or not the Item Class is taxable on a Quick Sale, Fisherman Sales, or Tender Resale transaction. This is a Yes/No lookup that defaults as blank, is not 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_IMItemClass.TaxableForSales

Costing
Cost Group ID

Identifies the unique identifier of the Cost Group associated with the item. This is a single-select lookup that defaults as blank, is not required, and is always editable.

Cost Groups are used to associate items that share the same cost model.

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

Database Fields: ERPx_IMCostGroup.CostGroupID, ERPx_IMItemClass.CostGroupSK

Lot Configuration
Lot Tracked (Production Batch)

Identifies whether or not item balances are maintained for "Production Batches". This is a Yes/No lookup that defaults as blank, is not required, and is always editable. This is only applicable for Items with an 'Item Type' of "Inventory".

Database Fields: ERPx_IMItemClass.TrackMethodEN

Expiration Days

Displays the number of Days before a new Production Batch for the item expires. This value is added to the 'Production Batch Date' to assign the 'Batch Expiration Date' on new Lots. This can be edited by changing the 'Expiration Days' field on the Properties tab of the Item Record View. This is a numeric text box that defaults as blank, is not required, and is always editable. If entered it must be >=0 else the message "Expiration Days must be greater than or equal to 0." will be displayed on save. This is only applicable for Items with a 'Lot Tracked (Production Batch)' setting of "Yes". 

Database Field: ERPx_IMItemClass.ExpirationDays

Hold Code - New Lots

Identifies the Hold Code to be assigned to new Inventory Lots for Items assigned to this Item Class. This is a single-select lookup that defaults as blank, is not required, and is always editable. This is only applicable for Items with a 'Lot Tracked (Production Batch)' setting of "Yes". 

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

Database Field: ERPx_IMItemClass.LotHoldNew

Hold Code - Sales Returns

Identifies the Hold Code to be assigned to Inventory Lots on Sales Return Lots for Items assigned to this Item Class. This is a single-select lookup that defaults as blank, is not required, and is always editable. This is only applicable for Items with a 'Lot Tracked (Production Batch)' setting of "Yes". 

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

Database Field: ERPx_IMItemClass.LotHoldReturn

Other
Visible to WMS

Identifies whether Items assigned to this Item Class are exposed to a Warehouse Management System. This is a Yes/No lookup that defaults as blank, is not required, and is always editable.

When adding new Items:

  • Items with an 'Item Type' of "Inventory" or "Misc" default as "Yes" if this value is "Yes" or blank, otherwise they default to "No".
  • All other 'Item Types' (AP Expense, Freight, and Tax) default as "No".

Database Field: ERPx_IMItemClass.IsVisibleToWMS

GL Accounts Tab

The Accounts tab is where default GL Accounts for individual Items are set. The GL Accounts support Rolldown: A check box to identify whether or not the corresponding value should be pushed to all records (customers, fishermen, items, vendors) assigned to the Class. On 'Save', the values for all the selected fields will be rolled down the records assigned to the Class.

Toolbar IconsDescription
Excel Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported. 
Quick Column Filter Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text.
FieldsDescription
Brokerage
Brokerage Expense (Debit)

Identifies the account number and description of the GL Account that is debited for brokerage expenses when the item sold is on a brokerage sales program. This is a single-select standard lookup that defaults as blank, is not required and is always editable. 

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_IMItemClass.BrokerageExpActSK

Brokerage Accrual (Credit)

Identifies the account number and description of the GL Account that is credited for accrued brokerage fees when the item sold is on a brokerage sales program. This is a single-select standard lookup that defaults as blank, is not required and is always editable.

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_IMItemClass.BrokerageAccrualActSK

Brokerage Write Off

Identifies the account number and description of the GL Account used for a Brokerage or Rebate Program write off. This is a single-select standard lookup that defaults as blank, is not required and is always editable.

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_IMItemClass.BrokerageWriteOffActSK

Costing
Inventory Balance Sheet

The GL Account that is used for the following Costing journal entries: This only applies to the 'Actual' cost of Items with a Costing Method of "Active". 

  • Inventory Adjustments & Cycle Counts: The debit account used for item balance increases and the credit account used for item balance decreases. 
  • Inventory Production (Inputs): The credit account used for the decreased value of inventory that was consumed during production.
  • Inventory Production (Outputs): The debit account used for the increased value of inventory that was created during production.
  • Inventory Receipts: The debit account used for the increased value of inventory that was received.
  • Inventory Transfer: The debit account used to show the increased value of inventory in the receiving Site and the credit account used to show the decreased value of inventory in the sending Site.
  • Sales Order: The credit account used for the decreased value of inventory that was shipped to a customer.
  • Sales Return: The debit account used for the increased value of inventory that was returned by a customer.
  • Inventory Valuation changes (manual changes): The debit account used for item valuation increases and the credit account used for item valuation decreases.
 This is a single-select standard lookup that defaults as blank, is not required and is always editable.

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_IMItemClass.InventoryActSK

Purchase Clearing

The GL Account that is used for the following Transaction journal entries:

  • AP Invoices: The debit account used for purchase order line items with a 'Distributed To' value of either Item, Landed, Layer-Lot or Layer-Transaction. 
  • AP Credit Memos: The credit account used for purchase order line items with a 'Distributed To' value of either Item, Landed, Layer-Lot or Layer-Transaction.

The GL Account that is used for the following Costing journal entries: This only applies to the 'Actual' cost of Items with a Costing Method of "Active".

  • Inventory Receipts: The credit account used for purchase order line items.
  • Cost Applications: The GL Account used when matching AP Invoices to Receipts for purchase order line items.
 This is a single-select standard lookup that defaults as blank, is not required and is always editable.

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_IMItemClass.PurchaseClearingGLAccountSK

Inventory Production Offset

The GL Account that is used for the following Costing journal entries: This section only applies to the 'Actual' cost for Items with a Costing Method of "Active". 

  • Inventory Production (Inputs): The debit account to offset the value of the 'Actual' cost of inventory that was consumed during production.
  • Inventory Production (Outputs): The credit account to offset the value of the 'Actual' cost of inventory that was created during production.

Note: There is no current functionality to auto-assign the output cost to lots based on the summarized value of the input lots, cost items, and other production expenses. This must be done manually in the Update Costs inquiry. 

 This is a single-select standard lookup that defaults as blank, is not required and is always editable.

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_IMItemClass.InventoryProductionOffsetGLAccountSK

Inventory Adjustment

The GL Account that is used for the following Transaction journal entries: This only applies to the 'Actual' cost of Items with a Costing Method of either "Active" or "Passive".

  • AP Invoices: The debit account used for non-purchase order line items with a 'Distributed To' value of either Item, Landed, Layer-Lot or Layer-Transaction. 
  • AP Credit Memos: The credit account used for non-purchase order line items with a 'Distributed To' value of either Item, Landed, Layer-Lot or Layer-Transaction.

The GL Account that is used for the following Costing journal entries: This only applies to the 'Actual' cost of Items with a Costing Method of "Active".

  • Inventory Adjustments & Cycle Counts: The credit account used for item balance increases and the debit account used for item balance decreases. 
  • Inventory Receipts: The credit account used for non-purchase order line items.
  • Cost Applications: The GL Account used when matching AP Invoices to Receipts for non-purchase order line items.
 This is a single-select standard lookup that defaults as blank, is not required and is always editable.

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_IMItemClass.InvOffsetActSK

Purchase Price Variance

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