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.

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 Icons	Description
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!}
Help	Opens the online WIKI help page for the current page. This icon is only visible on pages that are documented in the online help.
Save	Saves the changes made to the record.
Fields	Description
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

Fields	Description
Toolbar Icons	Description
Excel	Exports the contents of the list view 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 only the filtered contents 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.
Properties	Identifies the Property that is being set up.
Roll Down	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.
Value	A 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.

Costing
Toolbar Icons	Description
Excel	Exports the contents of the list view 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 only the filtered contents 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.
Fields	Description
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
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	The GL Account used to offset differences between the Purchase Order line-item cost and the AP Invoice line-item cost of an item purchased against a Purchase Order. This is only used for Items setup to post costs to the General Ledger. 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.PurchasePriceVarianceGLAccountSK
Inventory Valuation Gain/Loss	The GL Account used to offset manual changes in the inventory value. This only applies to the 'Actual' cost of Items with a Costing Method of "Active". Inventory Valuation increases: The credit account used to offset the Inventory Balance Sheet increases. Inventory Valuation decreases: The debit account used to offset the Inventory Balance Sheet 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.InventoryValuationGainLossGLAccountSK
Cost of Goods Sold	The GL Account used by the Costing journal entry to update Cost of Goods Sold for an Active costing item that is sold or returned. This only applies to the 'Actual' cost of Items with a Costing Method of "Active". 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.COGSActSK
Freight Accruals
Sales Freight Expense (Debit)	Identifies the account number and description of the Freight Expense GL Account that is debited when the item sold, on a Sales Order transaction, is included on a freight sales program or a Delivered Freight Amount has been entered on the transaction. 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.FreightAccrualDebitActSK
Sales Freight Accrual (Credit)	Identifies the account number and description of the Freight Accrual GL Account that is credited when the item sold, on a Sales Order transaction, is included on a freight sales program or a Delivered Freight Amount has been entered on the transaction. 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.FreightAccrualCreditActSK
Sales Freight Revenue (Credit)	Identifies the account number and description of the GL Account that is credited for freight when freight cost is entered, on a Sales Order transaction, and the Sales Order 'Record Sales Revenue in the GL net of Delivered Freight' preference is set to "Yes". 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.FreightRevenueActSK
Transfer Freight Expense (Debit)	Identifies the account number and description of the Freight Expense GL Account that is debited when the item is assigned to an inventory transfer transaction and the transaction contains an included freight expense. 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.TransferFrtExpenseGLAccountSK
Transfer Freight Accrual (Credit)	Identifies the account number and description of the Freight Accrual GL Account that is credited when the item is assigned to an inventory transfer transaction and the transaction contains an included freight expense. 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.TransferFrtAccrualGLAccountSK
Purchasing & Sales
Purchases	Identifies the account number and description of the GL Account that is used for the Item when it is entered on a Purchase Order or AP Invoice/Credit Memo transaction. 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.PurchaseGLAccountActSK
Sales	Identifies the account number and description of the GL Account that is used when the Item is on a posted sales transaction. 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.SalesActSK
Sales Returns	Identifies the account number and description of the GL Account that is used for the Item when a sales return or negative qty Quick Sale is posted. If this is blank then then Items Sale Account will be used. 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.SalesReturnsActSK

NorthScope

Item Class Record View

Page Header

Properties Tab

GL Accounts Tab

Related Topics

Page Definitions

Technical Details