Copy

Opens the Item Copy dialog to assist users in copying existing items to create new items in the system. Users may set Item Accounts, Attributes and Certifications to be copied, in addition to the Item properties. The Item Copy dialog window also allows users to enter UPC and GTIN values for the new item.

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!}

Click to see list of database tables and fields audited during the delete.

Help

 Opens the online WIKI help page for the current page. 

New

 Opens a new blank record for data entry.

Notes

 Opens the Notes dialog, filtered for the appropriate Note Type(s). From here, users can add, review, or edit Notes associated with the record. This icon is always enabled. 

Save

 Saves the changes made to the record. 

Save & Close

 Saves your changes and closes the page.

Item

Identifies the Item, displayed as Item ID: Item Description. This is a single-select standard lookup that is required. When setting up a new item, this field defaults to blank and is disabled. When editing an existing item, this field displays as the [Item ID]:  ['Item Description] for the Item in Record View. Selecting another item will reload the page for the associated Item. This field is always editable if it is enabled.

The lookup contains a list of all Items in the Items Master File.

Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription

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. 

Help

 Opens the online WIKI help page for the current page. 

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.

Item ID

Item IDs are the unique identifier for Items.  This is a text box that defaults as blank, is required, must be unique, and must be <= 50 characters. If missing, the message "Item ID is required." will be displayed on Save. If not unique the message "Duplicate Item ID's are not allowed." will be displayed on Save.

This is only enabled and editable in systems that do not integrate "Item setup" with a third party system. To be editable, the "Item" Transaction Type on both the 'Inbound to NorthScope' and 'Outbound from NorthScope' Integration Modes  must be set to "None" on the Integration Configuration page.

 Careful consideration should be given before changing Item ID's.

Database Fields: ERPx_IMItem.ItemID

Item Description

Identifies the Description associated with the Item ID assigned to a transaction line, journal line detail or master file record. This is a text box that defaults as blank, is required, and must be <= 105 characters. If missing, the message "Item Description is required." will be displayed on Save. This is always editable. 

 Item Descriptions do not have to be unique. However, careful consideration should be used before having multiple Item IDs with the same Item Description.

Database Field: ERPx_IMItem.ItemDescription

Base Configuration

Item Type

Identifies the type of item and its behavior in the system. Item Types fall under two main categories: 

1. Item Types that maintain perpetual inventory balances 
   1. Inventory
2. Item Types that do not maintain perpetual inventory balances
   1. AP Expense 
   2. Freight
   3. Misc
   4. Tax

The lookup contains a list of all Item Types in the ERPx_IMItemType table.

Database Fields: ERPx_IMItemType.Description, ERPx_IMItem.ItemTypeSK

Item Class Description

Item Classes are used to identify default values that will be applied to new Inventory Items and to group Items together for reporting purposes. This is a single-select lookup that defaults as blank and is required. If missing, the message "Item Class is required." will be displayed on Save. This is always editable.

The lookup contains a blank value, the current assigned value, and a list of all 'Active' Item Classes.

Database Fields: ERPx_IMItemClass.Description, ERPx_IMItem.ItemClassSk

Manage Items By

Identifies how item quantities are managed. The options include:

1. Units Only: values can only be entered for the # of Units, weight values cannot be entered and are disabled.
2. Weight Only: values can only be entered for Weight, unit values cannot be entered and are disabled.
3. Units & Weight: values can be entered for both Units & Weight

If this is changed for an existing item, validation will occur to:

• Ensure existing units and weight values in inventory would not be orphaned.

• Verify 'Default Price UOM' and 'Default Reporting UOM' fields are saved in a valid UOM.

This lookup contains the values in the IMManageItemsBy Enumeration Class.

Database Field: ERPx_IMItem.ManageItemsByEN

UOM Schedule ID

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.
This is a single-select lookup that defaults as blank and is required. If missing, the message "UOM Schedule is required." will be displayed on Save. This can only be edited if the item has no transaction history.

This lookup contains all UOM Schedules on the Units of Measure list view.

Database Fields: ERPx_IMUOMSchedule.ScheduleID, ERPx_IMItem.UOMScheduleSK

Item Attribute Class

Identifies the Attribute Class configured for the Item. This is a single-select lookup that defaults from the Item Class but is not required. This is always editable.

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_IMItem.AttributeClassSk

Unit Decimals

Identifies the number of 'Unit' decimal places for the item. This is a numeric text box that defaults from the 'Unit Decimals' field on the 'Properties' tab of the Item Class Record View, is required, and must be a whole number between 0 and 5. 

If the Item does not have transaction history it can be edited to any value that is less than or equal to the 'Decimal Places' set on the assigned UOM Schedule ID. If the value is too high, the message "The UOM Schedule [Current Assigned UOM Sched.] allows up to [UOM Sched. Decimal Places] and your Unit Decimals is set to [Current assigned value]. Please update your Unit Decimals to be less than the UOM Schedule's decimal places." will be displayed on Save.

If the Item has transaction history it can only be increased up to the max 'Decimal Places' on the UOM Schedule else the message. If set to a lower value, the message "Unit Decimals cannot be changed to be lower than the previously saved Unit Decimals ([Prev. Value])." will be displayed on Save. 

Additionally, this value must be a whole number between 0 and 5, else the message "Unit Decimals must be between 0 and 5." will be displayed on Save. 

Database Field: ERPx_IMItem.UnitDecimals

Weight Decimals

Identifies the number of 'Weight' decimal places for the item. This is a numeric text box that defaults from the 'Weight Decimals' field on the 'Properties' tab of the Item Class Record View, is required, and must be a whole number between 0 and 5. 

If the Item does not have transaction history it can be edited to any value that is less than or equal to the 'Decimal Places' set on the assigned UOM Schedule ID. If the value is too high, the message "The UOM Schedule [Current Assigned UOM Sched.] allows up to [UOM Sched. Decimal Places] and your Weight Decimals is set to [Current assigned value]. Please update your Weight Decimals to be less than the UOM Schedule's decimal places." will be displayed on Save.

If the Item has transaction history it can only be increased up to the max 'Decimal Places' on the UOM Schedule else the message. If set to a lower value, the message "Weight Decimals cannot be changed to be lower than the previously saved Weight Decimals ([Prev. Value])." will be displayed on Save. 

Additionally, this value must be a whole number between 0 and 5, else the message "Unit Decimals must be between 0 and 5." will be displayed on Save. 

Database Field: ERPx_IMItem.WeightDecimals

Price Decimals

Displays the number of decimal places available to be entered for the price of the item.
This is a numeric text box that defaults from the 'Price Decimals' field on the 'Properties' tab of the Item Class Record View, is required, and must be a whole number between 0 and 5 (this is not limited to the 'Decimal Places' set on the UOM Schedule) . 

After the initial Save, this can always be changed to a larger value but cannot be set to a smaller value else the message "Price Decimals cannot be changed to be lower than the previously saved Price Decimals ([Prev. Value])" will be displayed on Save.

Database Field: ERPx_IMItem.CurrencyDecimals

Taxable for Sales

Identifies whether or not the item is taxable on a Quick Sale, Fisherman Sales, or Tender Resale transaction. This is a Yes/No lookup that defaults from the 'Taxable for Sales' field on the 'Properties' tab of the Item Class Record View for the selected Item Class. This is 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_IMItem.TaxableForSales

Inactive

Identifies whether the item is active. This is a Yes/No lookup that is required and is always visible.

If set to "Yes" the item will be excluded from item lookups on transactions. If set to "No" the item is able to be freely used.

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_IMItem.IsInactive

Default Units of Measure

Purchases

Displays the unit of measure that will default when the item is added to a Purchase Order or AP Invoice/Credit Memo. This is a single-select lookup that defaults as blank, is not required, and is always editable. 

This lookup contains a blank value, the current assigned value, and all 'Active' UOMs on the selected Item's UOM Schedule. 

Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.PurchaseUOMSK

Inventory - Units

Identifies the default inventory unit of measure that the units are stored in (boxes, Bags, Cases, Totes, etc.) for the item.This is a single-select lookup that defaults as blank and is required.  If missing, the message "([Item ID]): The Default Units of Measure: Inventory - Units are required for items managed by units and weight." or "(Item ID): The Default Units of Measure: Inventory - Units are required for unit only items." will be displayed on Save. 

If the item's 'Manage Items By' value is set to:

• "Units Only" or "Units and Weight", this field is enabled and always editable.

• "Weight Only", this field is disabled.

A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext.

This lookup contains a blank value, the current assigned value, and all 'Active' Unit UOMs on the selected Item's UOM Schedule. 

Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultIMUnitUOMSK

Inventory - Weight

Identifies the default inventory unit of measure that the weight is stored in (Lbs, Kg, Oz, Ton, etc.) for the item. This is a single-select lookup that defaults as blank and is required.  If missing, the message "([Item ID]): The Default Units of Measure: Inventory - Weight are required for items managed by units and weight." or "(Item ID): The Default Units of Measure: Inventory - Weight are required for weight only items." will be displayed on Save. 

If the item's 'Manage Items By' value is set to:

• "Weight Only" or "Units and Weight", this field is enabled and always editable.

• "Units Only", this field is disabled.
  

A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext.

This lookup contains a blank value, the current assigned value, and all 'Active' Weight UOMs on the selected Item's UOM Schedule. 

Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultIMWeightUOMSK

Sales - Units

Identifies the default unit of measure that the units are stored in (boxes, Bags, Cases, Totes, etc.) for the item in the Sales functional area. This is a single-select lookup that defaults as blank on New but will default to the Inventory - Units default Units of Measure on Save if a value is not selected. 

If the item's 'Manage Items By' value is set to:

• "Units Only" or "Units and Weight", this field is enabled and always editable.

• "Weight Only", this field is disabled.

A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext.

This lookup contains a blank value, the current assigned value, and all 'Active' Unit UOMs on the selected Item's UOM Schedule. 

Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultSOUnitUOMSK

Sales - Weight

Identifies the default unit of measure that the weight is stored in (Lbs, Kg, Oz, Ton, etc.) for the item in the Sales functional area. This is a single-select lookup that defaults as blank on New but will default to the Inventory - Weight default Units of Measure on Save if a value is not selected.  

If the item's 'Manage Items By' value is set to:

• "Weight Only" or "Units and Weight", this field is enabled and always editable.

• "Units Only", this field is disabled.

A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext.

This lookup contains a blank value, the current assigned value, and all 'Active' Weight UOMs on the selected Item's UOM Schedule.

Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultSOWeightUOMSK

Sales - Price

Identifies the default price unit of measure for the Item (Lbs, Kg, Oz, Ton, etc.) in the Sales functional area. This must either match the item's Unit or Weight UOM. This is a single-select lookup that defaults as blank on New but will default on Save as follows if a value is not selected:

• Items managed by Units and Weight, or Units only this value will default to the Inventory - Units default Units of Measure.

• Weight Only items will default to the Inventory - Weight default Units of Measure.

This value also must either match the 'Sales - Units' UOM or 'Sales - Weight' UOM, else the message "([Item ID]): You must select a Price UOM that matches either the Sales Order Unit UOM or the Sales Order Weight UOM" will be displayed on Save.

A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext.

If the item's 'Manage Item By' value is set to:

• "Units Only" then this lookup contains a blank value, the current assigned value, and all 'Active' Unit UOMs on the selected Item's UOM Schedule. 

• "Weight Only" then this lookup contains a blank value, the current assigned value, and all 'Active' Weight UOMs on the selected Item's UOM Schedule.

• "Units and Weight" then this lookup contains a blank value, the current assigned value, and all 'Active' Unit and Weight UOMs on the selected Item's UOM Schedule.

Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultSOPriceUOMSK

Reporting

Identifies the default reporting unit of measure that the weight (Lbs, Kg, Oz, Ton, etc.) or units (boxes, Bags, Cases, Totes, etc.) of the item is stored in. This is a single-select lookup that defaults as blank, is not required, and is always editable.

This value must either match the 'Inventory - Units' UOM or 'Inventory - Weight' UOM, else the message "([Item ID]): The default Reporting UOM must either match the Default IM Unit UOM or the Default IM Weight UOM." will be displayed on Save. 

A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext. 

This lookup contains a blank value, the current assigned value, and all 'Active' UOMs on the selected Item's UOM Schedule.

Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.DefaultReportingUOMSK

Sales Invoice Description

Identifies the Description that will be used on Sales Invoices. This defaults from the Item Description but can be changed. This is a text box that defaults from the 'Item Description'. If missing or blank it will be updated to the 'Item Description' on Save. Data entry for this field is limited to 105 characters.

Database Field: ERPx_IMItem.SalesInvoiceDescription

Bar Code Label Description

The Bar Code Label Description is used in companies that want to manage a shorter name that can be printed on box labels.  This is a text box that defaults from the 'Item Description'. If missing or blank it will be updated to the 'Item Description' on Save. Data entry for this field is limited to 105 characters.

Database Field: ERPx_IMItem.BarCodeLabelDescription

Shipping Description

Identifies the Description for the item that will appear on shipping documentation. This is a text box that defaults from the 'Item Description'. If missing or blank it will be updated to the 'Item Description' on Save. Data entry for this field is limited to 105 characters.

The 'Shipping Description' is only used on custom Shipping and/or Export Reports (e.g. a custom Bill of Lading) in companies that want to group like items together. For example, if you are manage 15 unique Item ID's for various packaged sizes of Frozen Sockeye Salmon Fillets, you could assign all 15 a 'Shipping Description of "Frozen Sockeye Salmon Fillets". Then, if you transferred quantities of all 15 Items, you would only see 1 line item on the BOL labeled "Frozen Sockeye Salmon Fillets". 

Database Field: ERPx_IMItem.ShippingDescription

Variable Weight

Displays whether the item is configured to be variable weight.

• Fixed Weight Items are Items that are packed to a specific weight.
• Variable weight items are Items that are packed within a targeted weight range.

• For 'Units Only' Items, this defaults to blank and is disabled.

• For 'Weight Only' Items, this defaults to "Yes" and is disabled.

• For 'Units and Weight' Items, this defaults to "No" and is editable. 

Database Field: ERPX_IMItem.IsItemVariableWeight

Allow Variable Ordered Weight

Identifies whether a 'Variable Weight' Item with a 'Managed By' of "Units and Weight" can be ordered (requested) in a ratio other than its default ratio. This is a Yes/No lookup  that is required.

• For 'Units Only' Items, this defaults to blank and is disabled.

• For 'Weight Only' Items, this defaults to "Yes" and is disabled.

• For 'Units and Weight' Items, that are NOT 'Variable Weight', this defaults to "No" and is disabled.

• For 'Units and Weight' Items, that are 'Variable Weight', this defaults to "No" and is editable.

If this is set to "No" then a 'Variable Weight' 30# case of Salmon Fillets can only be Ordered (requested) in 30 lbs. increments (e.g. 3 Cases @ 90 lbs). If this is set to "Yes" then quantities can be Ordered (requested) in any increment (e.g. 1 Case @ 5 lbs).  

If a 'Variable Weight' Item's 'Allow Variable Ordered Qty' is set to "No", users will still be able to allocate a variable weight amount.

Database Field: ERPX_IMItem.AllowVariableOrderedQty

Require Whole Units

Identifies whether items can be ordered in fractional or partial cases. This is a Yes/No lookup that is required.

• For 'Units Only' Items, this defaults to "Yes" and is editable

• For 'Weight Only' Items, this defaults to blank and is disabled.

• For 'Units and Weight' Items, that are NOT 'Variable Weight', this defaults to "Yes" and is editable.

• For 'Units and Weight' Items, that are 'Variable Weight', this defaults to "Yes" and is disabled.

If this is set to "Yes" then only whole numbers are allowed for the Units, if "No" then fractional units can be ordered.

 If an Item's 'Variable Weight' property is set to "Yes", this value must be "Yes".

Database Field: ERPx_IMItem.RequireWholeUnits

Lot Tracked (Production Batch)

Identifies whether or not item balances are maintained for "Production Batches". This is a Yes/No lookup that defaults from the Item Class, is required, and is only editable for 'Inventory' Item Types that do not have any transaction history. For all other Item Types (AP Expense, Freight, Misc, and Tax), this defaults to "No" and is always disabled.

If an inventory tracked Item with this property set to "Yes" is changed to "No", any values saved in Production Batch Class, Quality Test Class, Expiration Days, Hold Code - New Lots, and Hold Code - Returned Lots will be cleared.

• If this is set to "Yes" then perpetual inventory balances for the Item are managed by unique instance of: Item ID, Site, Production Batch, Warehouse Lot, and Owner.

• If this is set to "No" then perpetual inventory balances for the item are only managed by unique instance of: Item ID, Site, Warehouse Lot, and Owner.

Database Fields: ERPx_IMItemClass.TrackMethodEN, ERPx_IMItem.ItemClassSk

Production Batch Class

Identifies the default Production Batch Attribute Class for the item. This is a single-select lookup that defaults as blank, is not required, and is editable for all Items where the 'Lot Tracked' property is set to "Yes".  Once a Production Batch is created for the lot tracked item (and a value is set for this property), the Production Batch attributes will be visible on the Production Batch record.  

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 blank value and a list of all Production Batch Attribute Classes.

Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.ProductionBatchClassSK

Quality Test Class

Identifies the default Quality Test Attribute Class for the item. This is a single-select lookup that defaults as blank, is not required, and is editable for all Items where the 'Lot Tracked' property is set to "Yes". 

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 blank value and a list of all Quality Test Attribute Classes.

Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_IMItem.QualityTestClassSK

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 is required.

• For 'Lot Tracked' Items, this defaults from the Item Class and is editable to any positive whole number, else the message "Expiration Days must be greater than or equal to 0." will be displayed on Save. This is always editable.

• For all other Items, this defaults as 0 and is not editable.

Database Field: ERPx_IMItem.ExpirationDays

Hold Code - New Lots

Identifies the Hold Code to be assigned to new Inventory Lots for this Item. This is a single-select lookup that is not required.

• For Items with an Item Type of 'Inventory', if the Item Class is set to be Lot Tracked, this defaults from the Item Class and is always editable

• For Items with an Item Type of 'Inventory', if the Item Class is not set to be Lot Tracked, this defaults as blank and is not editable

• For all other Items, this defaults as blank and is not editable. 

This lookup contains a blank value and a list of all Inventory Hold Codes.

Database Field: ERPx_IMItem.LotHoldNew

Hold Code - Sales Returns

Identifies the Hold Code to be assigned to Inventory Lots on Sales Return transactions containing this Item. This is a single-select lookup that is not required. 

• For Items with an Item Type of 'Inventory', if the Item Class is set to be Lot Tracked, this defaults from the Item Class and is always editable

• For Items with an Item Type of 'Inventory', if the Item Class is not set to be Lot Tracked, this defaults as blank and is not editable

• For all other Items, this defaults as blank and is not editable. 

This lookup contains a blank value and a list of all Inventory Hold Codes.

Database Field: ERPx_IMItem.LotHoldReturn

Cost UOM

Identifies the unit of measure the item's cost is stated in terms of. This is the value assigned in the "Cost UOM" property on the Item Record View. This is a single-select lookup that defaults as blank and is required if either an Actual Cost, Market Cost, Standard Cost, or Minimum Actual Cost Margin Percent has been entered. This field is always editable.

If missing, the message "[Item ID]: Item Cost UOM is required when the Standard Cost, Actual Cost, Market Cost or Minimum Margin is greater than zero." will be displayed on Save. 

A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext.

This lookup contains a blank value, the current assigned value, and all 'Active' UOMs on the selected Item's UOM Schedule. 

Database Fields: ERPx_IMUOM.UOMName, ERPx_IMItem.CostUOMSK

Costing Method

Identifies how the item relates to Costing. This is a single-select lookup that is required, defaults to "Exclude from Costing", and is only editable for Inventory tracked items. If the Costing Method is set to:

• Active: to signify costs for the Item post both to Inventory Valuation and to the General Ledger. 

• Passive: to signify costs for the Item are maintained in Inventory but they do not post to the General Ledger

• Exclude from Costing: to signify costs are not maintained for the item.

  • This would be the default for all new items to make testing and documentation easier.

  • This would also be the only option available to non “Inventory” Item Types.

This lookup contains the values in the IMItemValuationMethod Enumeration Class. 

Database Fields: ERPx_IMItem.ValuationMethodEN

Cost Group ID

Identifies the unique identifier of the Cost Group associated with the item. This is a single-select lookup that defaults from the Item Class, 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_IMItem.CostGroupSK

Default Actual Cost Rate

Identifies the default Actual Cost Rate that will be assigned to new Lots for this Item. This is a numeric text box that defaults as blank, is not required but if entered must be >=0 and is always editable. If a negative value is entered the message "[Item ID]: Default Actual Base Cost Rate must be greater than or equal to 0." will be displayed on Save. If the rate is > 0, a Cost Layer will be auto added when new lots for the item are created. 

Database Field: ERPx_IMItem.CurrentCost

Default Market Cost Rate

Identifies the default Market Cost Rate that will be assigned to new Lots for this Item. This is a numeric text box that defaults as blank, is not required but if entered must be >=0 and is always editable. If a negative value is entered the message "[Item ID]: Default Actual Base Cost Rate must be greater than or equal to 0." will be displayed on Save. If the rate is > 0, a Cost Layer will be auto added when new lots for the item are created. 

Database Field: ERPx_IMItem.MarketCost

Default Standard Cost Rate

Identifies the default Standard Cost Rate that will be assigned to new Lots for this Item. This is a numeric text box that defaults as blank, is not required but if entered must be >=0 and is always editable. If a negative value is entered the message "[Item ID]: Default Actual Base Cost Rate must be greater than or equal to 0." will be displayed on Save. If the rate is > 0, a Cost Layer will be auto added when new lots for the item are created.  

Database Field: ERPx_IMItem.StandardCost

Minimum Actual Cost Margin Percent

Identifies the minimum percent margin of the item and is used to compare the cost margin when a sales order is created with the item. This is a numeric text box that defaults as blank, is not required but if entered must be >=0, and is always editable.  If a negative value is entered the message "[Item ID]: Minimum Actual Cost Margin Percent must be greater than or equal to 0." will be displayed on Save. 

Database Field: ERPx_IMItem.MinMarginPercent

Unit Tare Weight

Identifies the weight of the container without any contents. This is a numeric text box that defaults as 0.00000 is not required but if entered must be >=0. If a negative value is entered the message "[Item ID]: Unit Tare Weight must be greater than or equal to 0." will be displayed on Save.

• For 'Units and Weight' items this is always editable. ('Manage Items By' of "Units and Weight").

• For 'Units Only' items this is always editable. ('Manage Items By' of "Units Only").

• For 'Weight Only' items this is not editable. ('Manage Items By' of "Weight Only"). 

This field is used to calculate the total 'Tare Wt.' of a shipment on the Shipment Details Record View by multiplying the 'Unit Tare Weight' by the Ordered/Allocated units for all items on the shipment.

Database Field: ERPx_IMItem.UnitTareWeight

Shipping Weight

Identifies the shipping weight of the item. This is a numeric text box that defaults as 0.00000 is not required but if entered must be >=0. If a negative value is entered the message "[Item ID]: Shipping Weight must be greater than or equal to 0." will be displayed on Save.

• For fixed-weight items this is always editable. ('Manage Items By' of "Units and Weight" and 'Variable Weight' of No).

• For variable-weight items this is not editable. ('Manage Items By' of "Units and Weight" and 'Variable Weight' of Yes).

• For 'Units Only' items this is always editable. ('Manage Items By' of "Units Only").

• For 'Weight Only' items this is not editable. ('Manage Items By' of "Weight Only").

This field is used to calculate the total 'Shipping Wt.' of a shipment on the Shipment Details Record View by multiplying the 'Shipping Weight' by the Ordered/Allocated Units for all items on the shipment.

Database Field: ERPx_IMItem.ShippingWeight

Pallet Configuration

Identifies the Pallet Configuration associated with the Item, displayed as [Pallet Configuration ID] - [Total Box Count] BOXES / PALLET. This is a single-select lookup that defaults as blank, is not required and is always editable.

The lookup contains a blank value, the current assigned value, and a list of all 'Active' Pallet Configurations set up in the Pallet Configuration Master File (Inventory > Setup > Pallet Configuration). 

Database Field: ERPx_IMItem.PalletConfigurationSK

Gross pallet Weight

Displays the gross pallet weight of the item, as calculated per the Pallet Configuration assigned to the item. This is a numeric text box that defaults to 0.00 and is never editable. It is calculated as [Shipping Weight] x [Number of Boxes/pallet] + [Pallet Tare] once a Pallet Configuration is assigned to the item.

 Because the 'Shipping Weight' is unknown, this will not show the correct calculation for either:

• 'Weight Only' items ('Manage Items By' of "Weight Only").

• Variable-weight items ('Manage Items By' of "Units and Weight" and 'Variable Weight' of Yes).

Database Field: ERPx_IMItem.GrossPalletWeight

Visible to WMS

This is a Yes/No lookup that is required, defaults from the Item Class, and is editable for only 'Item Types' of Inventory or Misc. For Item Types of AP Expense, Freight, and Tax this defaults as "No" and is not editable.

If set to "Yes" the item will be exposed to the warehouse management system when it has been included on a Sales Order transaction. If set to "No" the item will not be exposed to the warehouse management system when it has been included on a Sales Order transaction.

Database Field: ERPx_IMItem.IsVisibleToWMS

UPC

Displays Universal Product Code for the item.  This is a text box that defaults as blank, is not required, and is always editable. Data entry for this field is limited to 15 characters.

Database Field: ERPx_IMItem.UPC

GTIN

Identifies the Global Trade Item Number for the item. This is a text box that defaults as blank, is not required, and is always editable. Data entry for this field is limited to 20 characters.

Database Field: ERPx_IMItem.GTIN

Attributes

A non editable text box that shows the name of the Attribute. Attributes are user-definable fields that are used on master files and transactions and are editable from the Attributes List View. The Attribute will only be displayed if the Applies property on the Assign Attribute Rules by page is set to either "Yes - Required" or "Yes - Not Required". Attributes set to "No" will not be displayed. The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes → Items). 

Value

Identifies the value assigned to the corresponding attribute.

Because Attributes are configurable as either Text, List, Date, or Date/Time the data entry is either a text box, lookup, or date picker. The value defaults to blank and is only required if the Attribute's 'Applies' property is set to "Yes - Required" in the Assign Attribute Rules page. Attribute Values for Master Flies are always editable. Attribute Values for transactions are always editable for unposted transactions.

Required

A non editable text box that shows whether the Attribute Value is required or not. If the Attribute Value is required it will display "Yes - Required" if it is optional it will display "Yes - Not Required". This value is only editable from the 'Assign Attribute Rules' page (Company → Setup → Attributes → Items → Item Attribute Class hyperlink). 

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 is not required and is always editable. It defaults from the 'Brokerage Expense (Debit)' field on the 'Accounts' tab of the Item Class record view for the selected Item Class.

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_IMItem.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 is not required and is always editable. It defaults from the 'Brokerage Accrual (Credit)' field on the 'Accounts' tab of the Item Class record view for the selected Item Class.

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_IMItem.BrokerageAccrualActSK

Brokerage Write Off

Identifies the account number and description of the GL Account that is credited when an accrued brokerage amount is written off. This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Brokerage Write Off' field on the 'Accounts' tab of the Item Class record view for the selected Item Class.

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_IMItem.BrokerageWriteOffActSK

Costing

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". 

• Inventory Adjustments & Cycle Counts: The debit account used for item balance increases and the credit account used for item balance decreases. 
• Inventory Production (Inputs): The credit account used for the decreased value of inventory that was consumed during production.
• Inventory Production (Outputs): The debit account used for the increased value of inventory that was created during production.
• Inventory Receipts: The debit account used for the increased value of inventory that was received.
• Inventory Transfer: The debit account used to show the increased value of inventory in the receiving Site and the credit account used to show the decreased value of inventory in the sending Site.
• Sales Order: The credit account used for the decreased value of inventory that was shipped to a customer.
• Sales Return: The debit account used for the increased value of inventory that was returned by a customer.
• Inventory Valuation changes (manual changes): The debit account used for item valuation increases and the credit account used for item valuation decreases.

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_IMItem.InventoryActSK

Purchase Clearing

The GL Account that is used for the following Transaction journal entries:

• AP Invoices: The debit account used for purchase order line items with a 'Distributed To' value of either Item, Landed, Layer-Lot or Layer-Transaction. 
• AP Credit Memos: The credit account used for purchase order line items with a 'Distributed To' value of either Item, Landed, Layer-Lot or Layer-Transaction.

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".

• Inventory Receipts: The credit account used for purchase order line items.
• Cost Applications: The GL Account used when matching AP Invoices to Receipts for purchase order line items.

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_IMItem.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". 

• Inventory Production (Inputs): The debit account to offset the value of the 'Actual' cost of inventory that was consumed during production.
• Inventory Production (Outputs): The credit account to offset the value of the 'Actual' cost of inventory that was created during production.

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 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_IMItem.InventoryProductionOffsetGLAccountSK

Inventory Adjustment

The GL Account that is used by the following transactions, for non-purchase order line items, when the 'Distributed To' is set to Item, Landed/Production, Layer-Lot or Layer-Transaction:

• AP Invoices (and positive qty PO's): The line item's Debit account for items where the 'Distributed To' is set to Item, Landed/Production, Layer-Lot or Layer-Transaction. 
• AP Credit Memos (and negative qty PO's): The line item's Credit account for items where the 'Distributed To' is set to Item, Landed/Production, Layer-Lot or Layer-Transaction. 
• Inventory Receipts: The Credit account used for non-purchase order line items where the Costing Method is Active or Passive.
• Cost Distributions: The Credit account.

The GL Account that is used by the following Costing journal entries: This only applies to the 'Actual' cost of Items with a Costing Method of "Active".

• Manual Cost Changes and COGS changes: The Credit account used for item balance increases and the Debit account used for item balance decreases. 

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_IMItem.InvOffsetActSK   

Purchase Price Variance

The GL Account used to offset differences between the Purchase Order line-item cost and the AP Invoice line-item cost of an item purchased against a Purchase Order. This is only used for Items setup to post costs to the General Ledger. This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Purchase Price Variance' field on the 'Accounts' tab of the Item Class record view for the selected Item Class.

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_IMItem.PurchasePriceVarianceGLAccountSK

Inventory Valuation Gain/Loss

The GL Account used to offset manual changes in the inventory value. This only applies to the 'Actual' cost of Items with a Costing Method of "Active".

• Inventory Valuation increases: The credit account used to offset the Inventory Balance Sheet increases.
• Inventory Valuation decreases: The debit account used to offset the Inventory Balance Sheet decreases.

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_IMItem.InventoryValuationGainLossGLAccountSK

Cost of Goods Sold

The GL Account used by the Costing journal entry to update Cost of Goods Sold for an Active costing item that is sold or returned. This only applies to the 'Actual' cost of Items with a Costing Method of "Active". This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Cost of Goods Sold' field on the 'Accounts' tab of the Item Class record view for the selected Item Class.

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_IMItem.COGSActSK

Sales Freight Expense (Debit)

Identifies the account number and description of the Freight Expense GL Account that is debited when the item sold, on a Sales Order transaction, is included on a freight sales program or a Delivered Freight Amount has been entered on the transaction. This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Freight Expense (Debit)' field on the 'Accounts' tab of the Item Class record view for the selected Item Class.

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_IMItem.FreightAccrualDebitActSK

Sales Freight Accrual (Credit)

Identifies the account number and description of the Freight Accrual GL Account that is credited when the item sold, on a Sales Order transaction, is included on a freight sales program or a Delivered Freight Amount has been entered on the transaction. This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Freight Accrual (Credit)' field on the 'Accounts' tab of the Item Class record view for the selected Item Class.

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_IMItem.FreightAccrualCreditActSK 

Sales Freight Revenue (Credit)

Identifies the account number and description of the GL Account that is credited for freight when freight cost is entered, on a Sales Order transaction, and the Sales Order 'Record Sales Revenue in the GL net of Delivered Freight' preference is set to "Yes". If the transaction is a return transaction or the sales order is entered with negative quantities, then the account is debited. This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Freight Revenue (Credit)' field on the 'Accounts' tab of the Item Class record view for the selected Item Class.

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_IMItem.FreightRevenueActSK

Transfer Freight Expense (Debit)

Identifies the account number and description of the Freight Expense GL Account that is debited when the item is assigned to an inventory transfer transaction and the transaction contains an included freight expense. This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Transfer Freight Expense (Debit)' field on the 'Accounts' tab of the Item Class record view for the selected Item Class.

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_IMItem.TransferFrtExpenseGLAccountSK

Transfer Freight Accrual (Credit)

Identifies the account number and description of the Freight Accrual GL Account that is credited when the item is assigned to an inventory transfer transaction and the transaction contains an included freight expense. This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Transfer Freight Accrual (Credit)' field on the 'Accounts' tab of the Item Class record view for the selected Item Class.

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_IMItem.TransferFrtAccrualGLAccountSK

Purchasing & Sales

Purchases

Identifies the account number and description of the GL Account that is used for the Item when it is entered on a Purchase Order or AP Invoice/Credit Memo transaction. This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Purchases' field on the 'Accounts' tab of the Item Class record view for the selected Item Class.

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_IMItem.PurchaseGLAccountActSK 

Sales

Identifies the account number and description of the GL Account that is used when the Item is on a posted sales transaction. This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Sales' field on the 'Accounts' tab of the Item Class record view for the selected Item Class.

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_IMItem.SalesActSK 

Sales Returns

Identifies the account number and description of the GL Account that is used for the Item when a sales return or negative qty Quick Sale is posted. If this is blank then then Items Sale Account will be used. This is a single-select standard lookup that is not required and is always editable. It defaults from the 'Sales Returns' field on the 'Accounts' tab of the Item Class record view for the selected Item Class.

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_IMItem.SalesReturnsActSK

Checkbox

Used to assign the corresponding certification to the item. If checked, the Certification is assigned to the Item. If unchecked, the Certification does not apply to the item.

Certification

Displays the read-only name of Certification.