Description: The NorthScope Item Sets master file allows the user to add and edit Item Sets that are used in Sales Order and Sales Program modules.
Header Section
Header Toolbar
Toolbar Icons | Description |
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Delete | Error rendering macro 'excerpt-include' : No link could be created for 'RV Delete'. Item sets with history cannot be deleted. |
Grid Layout | Error rendering macro 'excerpt-include' : No link could be created for 'Grid Toolbar Icon'. |
New | Error rendering macro 'excerpt-include' : No link could be created for 'RV New'. |
Save | Error rendering macro 'excerpt-include' : No link could be created for 'RV Save'. |
Header Fields
Fields | Description |
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Item Set | This text field displays the name of the Item Set. This field is required. |
Item Set Description | This text field displays the Description of the Item Set. This field is not required. |
Type | This drop-down menu identifies where the Item Set is being used (All Modules, Customer Catalogs, Price Lists, Reports, Sales Programs). |
Grid Section
Properties Tab
Property Name | Description |
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Attribute Class | This field displays a multi-select drop-down menu for the user to select Attribute Classes. The menu displays all Item type Attribute Classes configured in the Attribute Class Master File (Company > Attribute Class) and also “All” option. This field is used as a filter to assign items to the Item Set record and is not required. |
Excluded Items | This field displays a multi-select drop-down menu for the user to select Items to be excluded from the Item Set. The menu displays all Items configured in the Items Master File (Inventory > Items). This field is not required. |
Included Manually Selected Items | This field displays a multi-select drop-down menu for the user to manually select Items to be assigned to the Item Set. The menu displays all Items configured in the Items Master File (Inventory > Items) and also “All” option to assign all items to the Item Set. This field is not required. |
Item Class | This field displays a multi-select drop-down menu for the user to select Item Classes. The menu displays all Item Classes configured in the Item Class Master File (Inventory > Item Class) and also “All” option. This field is used as a filter to assign items to the Item Set record and is not required. |
Item Type | This field displays a multi-select drop-down menu for the user to select Item Types. The menu displays the following options: All, Discontinued, Flat Fee, Kit, Misc Charges, Sales Inventory and Tax. This field is used as a filter to assign items to the Item Set record and is not required. |
UOM Schedule | This field displays a multi-select drop-down menu for the user to select UOM Schedules. The menu displays all the UOM schedules configured in the UOM Schedule Master File (Inventory > Unit of Measure). This field is used as a filter to assign items to the Item Set record and is not required. |
Attributes Tab
Column Headers | Description |
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Attribute | Displays the name of the attribute value. |
Value | Allows users to select/enter an attribute value for the item set. This is used as a filtering criterion to create an item set based on the properties and attribute values selected. |
Items Tab Toolbar
Toolbar Icon | Description |
---|---|
Excel |
Items Tab Columns
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 displays user defined attributes as columns.
Column Headers | Description |
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Attribute Class | Displays the attribute class of the corresponding item. |
Description | Displays the description of the corresponding item. |
Item | Displays the ID of the corresponding item. |
Item Class | Displays the item class of the corresponding item. |
Item Type | Displays the item type of the corresponding item. |
UOM Schedule | Displays the UOM schedule of the corresponding item. |