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.
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 |
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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
Toolbar Icons | Description |
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. |
Fields | Description |
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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. 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:
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 Icons | Description |
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. |
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 |
Costing | |
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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".
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:
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".
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".
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".
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".
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 | T |