Item Set RV

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

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!} Item sets with history cannot be deleted.
Grid Layout	Error rendering macro 'excerpt-include' : No link could be created for 'Toolbar Icon - Grid'.
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. It is only necessary to click the Save button when a change is detected on the page. When a change has been made, a ‘ + ‘ character is displayed prior to the page name in the page title bar (light blue bar in the upper left corner of the page). Clicking Save reloads the page.

Fields

Field Names	Description
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
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
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
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.