Item Class Record View

Item Class Record View

 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

[ 1 Page Header ] [ 2 Properties Tab ] [ 2.1 GL Accounts Tab ] [ 2.1.1 Related Topics ] [ 2.1.1.1 Page Definitions ] [ 2.1.1.2 Technical Details ]

Page Header

Toolbar Icons

Description

Toolbar Icons

Description

New

Delete

Help

Save

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

Toolbar Icons

Description

Excel

Quick Column Filter

Fields

Description

Properties 

Roll Down

Value

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

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.

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

 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. 

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

This is a single-select lookup that defaults as blank, 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_IMItemClass.CostGroupSK

Lot Configuration

Lot Tracked (Production Batch)

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

 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