Item Set Record View
- Kati Huttunen (Unlicensed)
- Emma Greenwood
- Tom Williams
- Tatum Garino (Unlicensed)
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: 2023.08.31 and newer
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| 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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| 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. |
| 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. |
| Save | Saves the changes made to the record.
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| Fields | Description |
| Item Set | A textbox to enter or edit the Item Set name (e.g., the unique identifier). This defaults to blank, is required, and must be unique. This is always editable and can be changed to any value <= 50 characters. |
| Item Set Description | A textbox to enter or edit the Item Set Description (e.g., describe what it is used for). This defaults to blank, is not required, and duplicates are allowed. This is always editable and can be changed to any value <= 500 characters. |
| Type | A single select lookup to identify where the Item Set can be used. This defaults to 'All Modules' and is always editable. The lookup contains the following values:
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Item sets with history cannot be deleted. Properties Tab
The Properties tab is used to specify the overall selection criteria for the items belonging to, or intentionally excluded from, the Item Set.
| Property Name | Description |
|---|---|
| Item Type | A multi select lookup to identify one or more Item Types. The list of Items included in the Items tab will be only those belonging to the Item Types selected. This defaults as "ALL" and is always editable. The lookup contains: All, AP Expense, Freight, Inventory, Misc, and Tax. |
| Item Class | A multi select lookup to identify one or more Item Classes. The list of Items included in the Items tab will be only those belonging to the Item Classes selected. This defaults as "ALL" and is always editable. The lookup contains an option for "ALL" and the list of all 'Active' Item Classes. |
| Attribute Class | A multi select lookup to identify one or more Item Attribute Classes. The list of Attributes shown on the Attributes Tab will be those that are included in the Attribute Class(es) selected here. Those Attributes can then be filtered and the items that match those Attribute Values will be included in the Items tab. This defaults as "ALL" and is always editable. The lookup contains an option for "ALL" and the list of all Item Attribute Classes. |
| UOM Schedule | A multi select lookup to identify one or more UOM Schedules. The list of Items included in the Items tab will be only those belonging to the UOM Schedule(s) selected. This defaults as "ALL" and is always editable. The lookup contains an option for "ALL" and the list of all UOM Schedules. |
| Included Manually Selected Items | A multi select lookup to identify one or more exception Items that need to be included in the Item Set but do not meet the other criteria specified. Items selected here will be added to the Items tab. This defaults as "ALL" and is always editable. The lookup contains an option for "ALL" and the list of all 'Active' Items. |
| Excluded Items | A multi select lookup to identify one or more exception Items that need to be excluded from the Item Set even if they meet the other criteria specified. Items selected here will be removed from the Items tab. This defaults as "ALL" and is always editable. The lookup contains an option for "ALL" and the list of all 'Active' Items. |
Attributes Tab
The Attributes tab displays all the Attributes that are valid for the Item Attribute Class(es) selected in the Attribute Class lookup on the Properties Tab. Attribute Values can be specified to limit the list of Items added to the Items Tab.
| Fields | Description |
|---|---|
| Attributes | Displays the name of the attribute value. |
| Value | A multi select lookup to select one or more applicable Attribute Values. This is not required and always editable. Items that contain the selected Attribute Values will be added to the Items Tab. |
Items Tab
The Items tab displays items assigned to the item set record. These are items that meet the properties and attribute values selected on the Properties and Attribute -tabs. The Items tab is updated on save. The grid also includes all the user defined Item Attributes as columns that can be added.
| Toolbar Icon | Description |
| Excel |  Clicking the Excel toolbar icon exports the current contents of the grid to an Excel file that is automatically downloaded. The contents that export are only those currently visible. If the grid is filtered, only the filtered contents will be exported. |
| Columns | Description |
|---|---|
| Attribute Class | Identifies the Attribute Class assigned to the Item. |
| Description | Identifies the Description associated with the Item ID assigned to a transaction line, journal line detail or master file record. Database Field: ERPx_IMItem.ItemDescription |
| Item | Identifies the ID of the Item. Database Field: ERPx_IMItem.ItemID |
| Item Class | Identifies the class that is assigned to the Item on the transaction or transaction line. Database Field: ERPx_IMItemClass.Description |
| Item Type | Identifies the type of item and its behavior in the system. Item Types fall under two main categories:
Database Field: ERPx_IMItemType.Description |
| UOM Schedule | Identifies the UOM Schedule that is used to determine what Units of Measure are to be used for specific items that are bought, sold and manufactured as well as the conversions for those Units of Measure. Database Fields: ERPx_IMItem.UOMScheduleSK, ERPx_IMUOMSchedule.ScheduleID |