Item Sets List View
- Emma Greenwood
Item Sets are used to combine a group of items that are priced the same for Brokerage, Rebate, On Invoice, and Accrual Programs. From here users can add, remove, and/or edit Item Sets.
Software Version: 2023.10.31 and newer
Page Header
| Toolbar Icons | Description |
|---|---|
| Delete | Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted!
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| Edit | Opens the selected record for editing. If a record is not selected, the page will not open. |
| Excel | Export 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. |
| Favorite |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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| Help | Opens the online WIKI help page for the current page.
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| New | Allows the user to create a new master file record or transaction by opening a blank record view page. This icon is always enabled. |
| Fields | Description |
| Item Set | Identifies the Item Set name (e.g., the unique identifier). This is always editable from the record view and can be changed to any value <= 50 characters. Database Field: ERPx_IMItemSet.ItemSetName |
| Item Set Description | Identifies the Item Set Description (e.g., describe what it is used for). This is always editable from the record view and can be changed to any value <= 500 characters. Database Field: ERPx_IMItemSet.Description |
| Item Set Type | Identifies the Item Set Type that specifies where it can be used. This is always editable from the record view and contains all the values in the 'ItemSetType' Enumeration Class. Database Field: ERPx_IMItemSet.ItemSetTypeEN |
Item sets with history cannot be deleted.