Cost Items List View
Cost Items are non-inventory items added to a BOM as part of the cost model of an item code. Examples may include things like: Labor, Overhead, Packaging, Raw Material, etc. The purpose of this page is to add, edit, remove, and activate/inactive these records.
Software Version: 2023.XX.XX and newer
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| Toolbar Icons | Description |
|---|---|
| Column Filter Show/Hide |  Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column. |
| 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! |
| 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. |
| Favorites |   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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| Group By Show/Hide |  Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total. |
| Help | Opens the online WIKI help page for the current page.
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| Mass Update |
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| New |  Inserts blank lines that allow adding multiple new records. |
| 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. |
| Save |  Saves all changes made on the page. |
| Saved Layout |  Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected. Please note that existing saved grid layouts will display the Filter Row as hidden by default. |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| Cost Item Description | Identifies the description of the Cost Item. This is an editable text box that is required, if missing the message "Cost Item Description is required." will be displayed on Save. It defaults to blank, must be <= 100 characters and is always editable. Database Field: ERPx_IMCostItem.CostItemDescription |
| Cost Item ID | Identifies the unique identifier of the Cost Item. This is an editable text box that is required, if missing the message "Cost Item ID is required." will be displayed on Save. This must be unique by combination of Cost Item ID and UOM else the message "Cost Item ID + UOM must be unique" will be displayed on Save. This allows users to setup the same Cost Item ID both when used by Lbs or Hours. This defaults to blank, must be <= 25 characters and is always editable. Database Field: ERPx_IMCostItem.CostItemID |
| Cost Offset GL Account | The GL Account that is used to record the value of the Cost Item on a Production or BOM. When production occurs the sum of the value/cost of the inventory items consumed (Production Inputs) plus the value of the cost items used, are totaled to Debit the Inventory Balance Sheet Account of the output item. The inventory items that were used, Credit their Inventory Balance Sheet Account(s) as do the Cost Item(s) used. This is the GL Account used to record the value of the Cost Item(s). This is a single select lookup that is required, else the message "Cost Offset GL Account is required." will be displayed on Save. It defaults to blank and is always editable. The lookup contains the current assigned value and a list of all 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber: Description, ERPx_IMCostItem.CostOffsetGLAcctSK |
| Created | Identifies the Created Date & Time of the record, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. Database Field: ERPx_IMCostItem.CreatedDate |
| Created By | Identifies the name of the user that created the record. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user. Database Field: ERPx_IMCostItem.CreatedBy |
| Effective Date | Identifies the date that the cost Rate became effective. This is a date field that is required, if missing the message "Effective Date is required." will be displayed on Save. It defaults to the current date and is always editable. Database Field: ERPx_IMCostItem.EffectiveDate |
| Inactive | 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. It defaults to 'No' and is always editable. Note: "No" values display as blank. Database Field: ERPx_IMCostItem.IsInactive |
| Last Updated | Identifies the Last Updated Date & Time of the Transaction, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. Database Field: ERPx_IMCostItem.LastUpdated |
| Last Updated By | Identifies the name of the user that last updated the Transaction. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user. Database Field: ERPx_IMCostItem.LastUser |
| Rate | Identifies the current rate of the Cost Item. This is a numeric textbox that is required, if missing the message "Rate is required." will be displayed on Save. It defaults to blank, must be >=0 else the message "Rate cannot be less than 0." is displayed on Save and always editable. Database Field: ERPx_IMCostItem.Rate |
| Scaling Method | Identifies how the quantity of the Cost Item scales on a BOM. This is a single select lookup that is required, if missing, the message "Scaling Method is required." will be displayed on Save. This defaults to blank and is always editable. The available options include:
This lookup contains the values in the BOMScalingMethod Enumeration Class where Enumeration Value = 3, 4. Database Field: ERPx_IMCostItem.ScalingMethodEN |
| UOM | Identifies the Unit of Measure of the Rate. This is a single select lookup that is required, if missing, the message "UOM is required." will be displayed on Save. This defaults to blank and is always editable. The lookup contains the current assigned value and a list of all 'Active' Units of Measure. Database Fields: ERPx_IMItem.UOMID, ERPx_IMCostItem.UOMSK |
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