Item Classes

Form ID: (IN201000)

On this form, you can define item classes, which are used to group stock or non-stock items with similar properties and to provide default settings for new items. You can browse through the existing item classes and modify their settings, add new classes, and delete unused (unpopulated) classes from the system.

Form Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.


Command	Description
Manage Restriction Groups	Navigates to the Restriction Groups by Item Class (IN103010) form so you can view the restriction group members.
Apply to Children	Applies the settings of the currently selected item class to all its child item classes.
Change ID	Opens the Specify New ID dialog box, in which you can enter a new identifier for the item class.
Apply Restriction Settings to All Inventory Items	Updates the security settings for all items of the class if the default restriction groups of the class have been reassigned.

Item Class Tree Pane

In this pane, you can view the hierarchy of the item classes that are defined in the system and quickly navigate to any of these classes. You click an item class in this pane to view the settings of this item class in the right pane.

Depending on the configuration of the INITEMCLASS segmented key on the Segmented Keys (CS202000) form, an item class can be a parent class; that is, it can have child item classes, which are represented as nested levels (nodes or leaves) in the tree. Parent item classes are represented as nodes of the tree. If an item class has no child item classes, it is displayed as a leaf of the tree.

Right Pane: Summary Area

In this area, you can enter the identifier and description for a new item class, or select an existing class for viewing or modification.


Element	Description
Class ID	The unique identifier of the item class. The structure of this identifier is defined by the configuration of the INITEMCLASS segmented key, which is specified on the Segmented Keys (CS202000) form.
Description	A description of the item class.

Right Pane: General Tab

This tab holds the basic settings of the item class, including the unit conversion rules for it.

Table 1. General Settings Section
Element	Description
Stock Item	A check box you select to include only stock items in this class. This check box is available only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
Allow Negative Quantity	A check box you select to allow negative on-hand quantities for items of this class. To have more options for processing sales orders with these items, also select the Add Zero Lines for Items Not in Stock check box on the Sales Orders Preferences (SO101000) form. For more information, see Shipping Rule Combinations. This check box is available only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form. Important: If you are using MYOB Acumatica Manufacturing Edition, you should not allow a negative quantity for stock items with any valuation method other than Standard.
Post Cost to Expenses On	The option that indicates whether the system posts the item cost to the expense account when the item purchased or sold. You can select one of the following options: Purchases: No transactions to the Expense Accrual account are generated on release of the receipts, AP bills, and sales invoices. By default, the system inserts this option. Sales: The option is available only for a non-stock item of the class. When the non-stock item is included in a purchase receipt (for non-stock items requiring receipt) or an AP bill (for non-stock items not requiring receipt), on release of the document, the Expense Accrual account is debited in the related GL transactions. When a sales invoice that includes the non-stock item is released, the Expense account is debited and the Expense Accrual account is credited in the related GL transactions. If a sales invoice or accounts receivable invoice is related to a particular project, then in a general ledger transaction generated on release of this invoice, the project budget key of the project (that is, the project, project task, and, optionally, cost code) is specified in the transaction line that is posted to the Expense account. The box is available for editing if the Stock Item check box is cleared. For details, see Non-Stock Items: General Information.
Export to External System	A check box that you select to allow the export of items of this class to an external e-commerce system or multiple systems. By default, this check box is selected for all new item classes. The check box is available only if the Retail Commerce feature is enabled on the Enable/Disable Features (CS100000) form.
Item Type	The item type that will be selected by default for new items of this item class. You can select one of the following options: Finished Good, Component Part, or Subassembly. (This setting has no business logic tied to it in the current version and can be used for informational purposes only.)
T5018 Service	A check box that indicates (if selected) that all the non-stock items of this class are subject to T5018 reporting as services. By default, the check box is cleared. This check box appears on the form if the Canadian Localization feature is enabled on the Enable/Disable Features (CS100000) form.
Valuation Method	The valuation method to be assigned by default to all stock items of the class. You can select one of the following options: Average: Each item’s unit cost is calculated as the average weighted cost of all items at the warehouses—that is, the total costs of all quantities of the inventory items at the warehouses divided by the total quantity. Standard: Each item’s unit cost is estimated to include some of the indirect and direct costs allocated. FIFO: Each item’s unit costs are recorded in layers, each of which is identified by the receipt date, the quantity, and the purchase price. Specific: Each item's unit cost is defined by the unit’s purchase price. The unit cost assigned to the item on its receipt will remain the same until the item is issued, used as a component, or sold. This method is used for lot- and serial-tracked items. This box is available only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
Planning Method	The planning method used for the items of the class. One of the following options can be selected: None: The option that is always available for selection and indicates that neither inventory replenishment nor inventory planning can be used to plan the stock item. DRP: Inventory planning forms can be used to plan the stock item. The option is available for selection if the Distribution Requirements Planning feature is enabled on the Enable/Disable Features (CS100000) form. MRP: Inventory planning forms can be used to plan the stock item and includes production order planning. The option is available for selection if the Materials Requirements Planning feature is enabled on the Enable/Disable Features (CS100000) form. Inventory Replenishment: The inventory replenishment functionality can be used to plan the stock item if the Inventory Replenishment feature is enabled on the Enable/Disable Features (CS100000) form. Only items that have the Inventory Replenishment planning method will appear on the following forms: Prepare Replenishment (IN508000) Calculate Replenishment Parameters (IN508500) Apply Replenishment Parameters (IN509500) This box is enabled only if the Distribution Requirement Planning, Material Requirement Planning, or Inventory Replenishment feature is enabled on the Enable/Disable Features (CS100000) form.
Replenishment Source	The source of replenishment used for items of the class. One of the following options can be selected: None: By default, no replenishment is required for items of the class with this replenishment class. Purchase: By default, the items of the class for the stock replenishment will be purchased in the quantities calculated based on the replenishment settings. Manufacturing: By default, the items for the stock replenishment will be manufactured. Inventory planning process uses the bill of material for these items to determine component requirements. Transfer: By default, the items of the class will be transferred from a source warehouse to replenish their stock in the demand warehouse. This option appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form. Drop-Shipment: No actual replenishment is performed for items of the class. By default, the items will be purchased through drop-shipment purchase orders, and the purchased goods will not be received at your company's warehouse. This option appears only if the Drop Shipments feature is enabled on the Enable/Disable Features (CS100000) form. Purchase to Order: No actual replenishment is performed for items of the class. By default, the items will be purchased only in the quantities required to fulfill customer orders. This box is displayed if only if the Manufacturing feature is enabled and the Inventory Replenishment feature is disabled on the Enable/Disable Features (CS100000) form. If the Inventory Replenishment feature is enabled, you specify replenishment settings on the Replenishment tab.
Tax Category	The tax category to be assigned by default to new items of this item class. Tax categories are defined by using the Tax Categories (TX205500) form.
Tax Calculation Mode	The tax calculation mode assigned by default to the expense items of this item class: Gross: The unit cost in the expense receipts with the items of this class includes the tax amount. Net: The unit cost in the expense receipts with the items of this class does not include the tax amount. Tax Settings (default): The system calculates the tax and taxable amounts in the expense receipts with the items of this class according to the settings of the applicable tax or taxes. This box appears only if the non-stock item class has the Expense item type and only if the Net/Gross Entry Mode feature is enabled on the Enable/Disable Features (CS100000) form.
Posting Class	The posting class selected for the item class. You use the Posting Classes (IN206000) form to define posting classes and their settings. This box is available only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
Lot/Serial Class	The lot/serial class to be assigned by default to new items of this item class. This box appears only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features (CS100000) form. You use the Lot/Serial Classes (IN207000) form to define lot/serial classes and their settings.
Price Class	The price class to be assigned by default to new items of this item class. You use the Item Price Classes (IN209000) form to define lot/serial classes and their settings.
Default Warehouse	The warehouse that will be used by default for receiving and issuing the items of this item class. If the feature is disabled, the MAIN warehouse is used as the default warehouse. This box appears only if the Multiple Warehouse Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Availability Calculation Rule	The availability calculation rule to be used for calculating the availability of inventory items of this item class. For more information, see Availability Calculation Rules: General Information. This box appears only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

Table 2. International Shipping Section
Element	Description
Tariff Code	The six-digit tariff code that complies with the Harmonized System of tariff nomenclature standardized by the World Customs Organization. This box is available only if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Table 3. Shipping Thresholds SectionIn this section, you can specify default thresholds for calculating the completeness of sales orders based on the quantity of items that are shipped.
Element	Description
Undership Threshold (%)	The minimum percentage of goods shipped (with respect to the ordered quantity) for the system to mark the order as completely shipped. This setting is not applicable to items with serial or lot numbers specified; these items should be shipped in the precise quantities in which they are ordered. This setting provides the default value for items of this class.
Overship Threshold (%)	The maximum percentage of goods shipped (with respect to the ordered quantity) allowed by the customer. This setting is not applicable to items with serial or lot numbers specified; these items should be shipped in the precise quantities in which they are ordered. This setting provides the default value for items of this class.

Table 4. Unit of Measure SectionIn this section, you specify a unit of measure (UOM) to be used as the default base UOM for items of the item class. If the *Multiple Units of Measure* feature is enabled on the Enable/Disable Features (CS100000) form, you can specify the UOMs to be used as default sales and purchase units for items of the class. Also, you can define conversion rules for those units.
For more information, see Units of Measure: General Information.
Element	Description
Base Unit	The UOM to be used as the default base unit for items of the class. You can select the base unit from the list of UOMs defined on the Units of Measure (CS203100) form.
Divisible Unit	A check box that indicates (if selected) that decimal quantities of items of the item class in the base UOM can be specified in the following documents, depending on whether this class is created for stock or non-stock items: Stock items: In inventory documents (issues, receipts, transfers, and adjustments), shipments, sales invoices, and purchase receipts Non-stock items: In shipments, sales invoices, and purchase receipts When the check box is cleared, the system validates the quantities of items of the item class, making sure that they are integers, on inventory documents, shipments, sales invoices, and purchase receipts. By default, this check box is selected.
Sales Unit	The UOM to be used as the default sales unit for items of the class. You select this unit from the list of globally defined UOMs for which conversion factors to the selected base unit are specified on the Units of Measure (CS203100) form, or type an UOM. You then press Enter, and a new row will be appended to the unit conversion table for the class. In this row, you specify a conversion rule between the UOM selected as the sales unit and the UOM selected as the base unit. This box appears on the form only if the Multiple Units of Measure feature is enabled on the Enable/Disable Features (CS100000) form.
Divisible Unit	A check box that indicates (if selected) that decimal quantities of items of the item class in the sales UOM can be specified in sales orders, shipments, and invoices. If the check box is cleared, only integer quantities of items of the item class in the sales UOM can be specified in these sales documents. If the items can be sold in other UOMs, the system validates the quantity of each item converted to the sales UOM, making sure that it is an integer. By default, this check box is selected. This box appears on the form only if the Multiple Units of Measure feature is enabled on the Enable/Disable Features (CS100000) form.
Purchase Unit	The UOM to be used as the default purchase unit for items of the class. You select the unit from the list of globally defined UOMs for which conversion factors to the chosen base unit are specified on the Units of Measure (CS203100) form, or type an UOM. You then press Enter, and a new row will be appended to the unit conversion table for the class. In this row, you specify a conversion rule between the UOM selected as the purchase unit and the UOM selected as the base unit. This box appears on the form only if the Multiple Units of Measure feature is enabled on the Enable/Disable Features (CS100000) form.
Divisible Unit	A check box that indicates (if selected) that decimal quantities of items of the item class in the purchase UOM can be specified in purchase orders and receipts. If the check box is cleared, only integer quantities of items of the item class in the purchase UOM can be specified in these purchase documents. If the items can be purchased in other UOMs, the system does not validate the quantity of each item converted to the purchase UOM, making sure that it is an integer. By default, this check box is selected. This box appears on the form only if the Multiple Units of Measure feature is enabled on the Enable/Disable Features (CS100000) form.

Table 5. Unit Conversion TableIn the unit conversion table, which is available only if the *Multiple Units of Measure* feature is enabled on the Enable/Disable Features (CS100000) form, you can define conversion rules between the UOMs specified as the default purchase and sales units and the UOM specified as the default base UOM for items of the class. You also can specify how other units of measure used for items of the class can be converted to the default base unit.
Column	Description
From Unit	The unit to be converted.
Multiply/Divide	The operation to be performed to convert the quantities expressed in the unit specified in the From Unit column to the quantities expressed in the unit specified in the Base Unit column.
Conversion Factor	The factor to be used to convert the quantities expressed in the unit specified in the From Unit column to the quantities expressed in the unit specified in the Base Unit column.
To Unit	The target unit for the unit conversion operations. All conversions are defined with respect to the base unit.

Table 6. Price Management SectionThis section holds the price management settings for stock items of the class.
Element	Description
Price Workgroup	The default workgroup responsible for pricing items of the class.
Price Manager	The default manager responsible for pricing items of the class.
Min. Markup %	The default minimum markup percentage required for items of the class.
Markup %	The default markup percentage for items of the class. The markup is the difference between the price of the item and its cost, with respect to the cost.

Right Pane: Inventory Planning Tab

On this tab, you can specify inventory planning settings or replenishment settings, depending on the enabled features and selected planning method.

This tab is shown only if either of the following conditions is met:

The Distribution Requirements Planning feature is enabled on the Enable/Disable Features (CS100000) form and DRP is selected in the Planning Method box (General tab) on the current form.
The Distribution Requirements Planning, Inventory Replenishment, and Multiple Warehouses or Multiple Warehouse Locations (or both) features are enabled on the Enable/Disable Features (CS100000) form, and DRP or Inventory Replenishment is selected in the Planning Method box (General tab) on the current form.
The Material Requirements Planning feature is enabled.
The Inventory Replenishment and Multiple Warehouses or Multiple Warehouse Locations (or both) features are enabled.

Note: The default replenishment settings for a newly created item class are those from the parent item class. If the created item class has no parent, the default replenishment settings are those of the class that is specified in the Default Stock Item Class box on the Inventory Preferences (IN101000) form.

Table 7. Production Order Defaults SectionThis section is displayed only if the *Manufacturing* or *Material Requirements Planning* (or both) and *Inventory Replenishment* features are enabled on the Enable/Disable Features (CS100000) form and *Inventory Replenishment* is selected in the Planning Method box (General tab) on the current form.
Element	Description
Source	The source of replenishment used for items of the class. One of the following options can be selected: None: By default, no replenishment is required for items of the class with this replenishment class. Purchase: By default, the items of the class for the stock replenishment will be purchased in the quantities calculated based on the replenishment settings. Manufacturing: By default, the items for the stock replenishment will be manufactured. Inventory planning process uses the bill of material for these items to determine component requirements. Transfer: By default, the items of the class will be transferred from a source warehouse to replenish their stock in the demand warehouse. This option appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form. Drop Shipment: No actual replenishment is performed for items of the class. By default, the items will be purchased through drop-shipment purchase orders, and the purchased goods will not be received at your company's warehouse. This option appears only if the Drop Shipments feature is enabled on the Enable/Disable Features (CS100000) form. Purchase to Order: No actual replenishment is performed for items of the class. By default, the items will be purchased only in the quantities required to fulfill customer orders. This option appears only if the Sales Order to Purchase Order Link feature is enabled on the Enable/Disable Features (CS100000) form. Kit Assembly: Items of this class are kits and will be assembled on the Kit Assembly (IN307000) form. The inventory planning process will generate the demand requirements for the stock components of each kit according to the kit specification. This options appears only if the Kit Assembly feature is enabled on the Enable/Disable Features (CS100000) form.
Source Warehouse	If Purchase is selected in the Source column, the warehouse to handle centralized purchasing for replenishment in the demand warehouse. Note: If replenishment of the item is to be performed by purchasing directly to the demand warehouse, select no warehouse in this column. If Transfer is selected in the Source column, this is the warehouse to be used as the source of replenishment by transfers. This column is available only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
Safety Stock	The safety stock value for the stock item as specified on the Inventory Planning tab of the Item Warehouse Details (IN204500) form. If the planning method for this class of item is specified as MRP, the default value for the safety stock is 0.
Reorder Point	The stock level that, when it has been reached, prompts the system to replenish the stock of the stock item. The minimum quantity of the stock item is specified on the Inventory Planning tab of the Item Warehouse Details (IN204500) form. If the planning method for this class of item is specified as MRP, the default value for the reorder point is 0.
Min. Order Qty.	The minimum order quantity for the item of the class used by the system for inventory planning. The default value is 0.
Max. Order Qty.	The maximum order quantity for the item of the class used by the system for inventory planning. The default value is 0.
Lot Size	The lot size, which the system uses to apportion fixed costs, such as fixed labor costs and fixed overhead costs. The system copies the lot size from the Lot Size box of the box of the Stock Items (IN202500) or Item Warehouse Details (IN204500) form. The default value is 0.
Manufacturing Lead Time	The number of days required for transferring goods from the source warehouse. The default value is 0.

Table 8. Inventory Replenishment Settings SectionThis section is shown only if the *Inventory Replenishment* feature is enabled on the Enable/Disable Features(CS100000) form and *Inventory Replenishment* is selected in the Planning Method box (General tab) on the current form. In the table, you can create a list of replenishment classes that apply by default to stock items of the item class. Also, for each replenishment class, you can select a demand forecast model and parameters for this model to be used in automatic replenishment.
Element	Description
Demand Calculation	An option that defines how the system calculates the item quantity on demand for replenishment. Documents of the following types may be involved in the demand calculation: sales orders, transfers, and kit assembly documents (of the Production type). You can select one of the following options: Item Class Settings: Demand will be calculated based on the availability calculation rule specified for this item class on the General tab of this form. Documents of the following types may be involved in the demand calculation: sales orders, transfers, and kit assembly documents (of the Production type). Hard Demand Only: Demand will be calculated as (Qty. SO Allocated) + (Qty. SO Back Ordered) + (Qty. SO Shipped).

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 9. Table Columns
Column	Description
Replenishment Class ID	The replenishment class that applies to items of this item class.
Seasonality	The set of seasonality settings to be used with the replenishment class, by its ID.
Source	The source of replenishment used for items of the class with this replenishment class. One of the following options can be selected: None: By default, no replenishment is required for items of the class with this replenishment class. Purchase: By default, the items of the class for the stock replenishment will be purchased in the quantities calculated based on the replenishment settings. Manufacturing: By default, the items for the stock replenishment will be manufactured. Transfer: By default, the items of the class will be transferred from a source warehouse to replenish their stock in the demand warehouse. This option appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form. Drop-Shipment: No actual replenishment is performed for items of the class. By default, the items will be purchased through drop-shipment purchase orders, and the purchased goods will not be received at your company's warehouse. This option appears only if the Drop Shipments feature is enabled on the Enable/Disable Features (CS100000) form. Purchase to Order: No actual replenishment is performed for items of the class. By default, the items will be purchased only in the quantities required to fulfill customer orders. Kit Assembly:
Method	The method of replenishment to be used by default for items of the class with this replenishment class. You can select one of the following options: None: No replenishment will be performed. Min./Max.: The system will compute the replenishment quantity as the difference between the maximum and minimum quantities with the quantity on supply deducted. (The quantity on supply is the quantity of items on unreleased purchase orders, on purchase receipts, and in transit.) Fixed Reorder Qty.: The system will initiate replenishment once the minimum stock level is reached, and the quantity on replenishment request will be equal to the EOQ (economical order quantity) value specified for the selected vendor.
Replenishment Warehouse	If Purchase is selected in the Replenishment Source column, the warehouse to handle centralized purchasing for replenishment in the demand warehouse. Note: If replenishment of the item is to be performed by purchasing directly to the demand warehouse, select no warehouse in this column. If Transfer is selected in the Replenishment Source column, this is the warehouse to be used as the source of replenishment by transfers. This column is available only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
Transfer Lead Time	The number of days required for transferring goods from the source warehouse.
Transfer ERQ	The economic reasonable quantity (ERQ) for the item transfer. This value represents the level of inventory that minimizes the total transfer costs.
Demand Forecast Model	The model to be used for calculating the revised replenishment parameters for this replenishment class when applied to items of the item class. The following options are available: None: None of the models will be used; replenishment parameters can be changed only manually. Moving Average: The demand forecast model is based on calculating average sales, based on historical data and seasonality settings.
Forecast Period Type	The type of time period to be used for selecting historical data for demand forecast model. The following options are available: Quarter, Month, Week, or Day.
Periods to Analyze	The number of specified time periods for selecting historical data for the demand forecast model.
Launch Date	The date when the current replenishment settings become effective for replenishment of items of the class.
Termination Date	The date when the current replenishment settings of the replenishment class expire.
Service Level (%)	The service level assigned to the item class. Note: The default value is 84.0%, which results in a safety stock level of zero. For details on usage of the service level parameter, see Configuration of Replenishment: Demand Forecast Model.

Table 10. Inventory Planning Settings SectionIn this section, you specify the replenishment settings that the system uses for inventory planning. If the *Multiple Warehouses* feature is enabled on the Enable/Disable Features (CS100000) form, when you make changes to these values, the system will update the corresponding values on the Inventory Planning and Manufacturing tabs of the Item Warehouse Details (IN204500) form unless the box values are overridden on the Item Warehouse Details (IN204500) form.
Element	Description
Source	The source of replenishment used for items of the class. One of the following options can be selected: None: By default, no replenishment is required for items of the class with this replenishment class. Purchase: By default, the items of the class for the stock replenishment will be purchased in the quantities calculated based on the replenishment settings. Manufacturing: By default, the items for the stock replenishment will be manufactured. Inventory planning process uses the bill of material for these items to determine component requirements. Transfer: By default, the items of the class will be transferred from a source warehouse to replenish their stock in the demand warehouse. This option appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form. Drop-Shipment: No actual replenishment is performed for items of the class. By default, the items will be purchased through drop-shipment purchase orders, and the purchased goods will not be received at your company's warehouse. This option appears only if the Drop Shipments feature is enabled on the Enable/Disable Features (CS100000) form. Purchase to Order: No actual replenishment is performed for items of the class. By default, the items will be purchased only in the quantities required to fulfill customer orders. This option appears only if the Sales Order to Purchase Order feature is enabled on the Enable/Disable Features (CS100000) form.
Safety Stock	The safety stock value for the stock item as specified on the Inventory Planning tab of the Item Warehouse Details (IN204500) form. If the planning method for this class of item is specified as MRP, the default value for the safety stock is 0.
Reorder Point	The stock level that, when it has been reached, prompts the system to replenish the stock of the stock item. The minimum quantity of the stock item is specified on the Inventory Planning tab of the Item Warehouse Details (IN204500) form. If the planning method for this class of item is specified as MRP, the default value for the reorder point is 0.
Min. Order Qty.	The minimum quantity of the item used by the system for inventory planning. The system also uses this value in the cost roll process when the lot size of this stock item is zero.
Max. Order Qty.	The maximum quantity of the item used by the system for inventory planning.
Lot Size	The order multiple that the system uses in inventory planning, as the suggested order quantity for production orders, and in the cost roll process to allocate fixed costs.
Manufacturing Lead Time	The number of days required for transferring goods from the source warehouse. The default value is 0. The column is shown only if the Material Requirements Planning feature is enabled on the Enable/Disable Features (CS100000) form
Days of Supply	The number of days that the system uses by default for the consolidation of demand documents containing an item of this class during inventory planning. When the number of days is more than zero, the system groups into a single planning recommendation all items with the same ID from all demand documents (such as sales orders) with the requested date within the number of days starting from the current date. Tip: Demand documents are documents that generate demand for items and cause items to be issued from one of the company's warehouses. The demand document may be a sales order, a forecast, or a production order for materials included in an item to be produced. When an item of this class is created on the Stock Items (IN202500) form, the value specified in this box will be inserted in the Days of Supply box on the Manufacturing tab of that form as the default value, but it can be overridden for the item. If you later change the value in this box, the system updates the value in the Days of Supply box on the Stock Items (IN202500) form for each item of the class for which the default value has not been overridden. This box is displayed only when the Use Days of Supply to Consolidate Orders check box is selected on the Inventory Planning Preferences (AM100000) form.

Right Pane: Restriction Groups Tab

The Restriction Groups tab of the right pane displays the restriction groups in which item classes are included. For each class, you can select the groups to which the new items of the class will be assigned by default. If default groups have been reassigned, you can update the settings for all existing items of the class by clicking Apply Restriction Settings to All Inventory Items on the form toolbar.

Note: The visibility restrictions configured for an item class are applicable only to the inventory items of this class and do no affect the visibility of the item classes on the current form.

This tab appears on the form if the Row-Level Security feature has been enabled on the Enable/Disable Features (CS100000) form.

Table 11. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Group Details	Navigates to the Restriction Groups (SM201030) form to let you view details of the restriction group.

Table 12. Table ColumnsIn this table, you can view information about the restriction groups to which the items of the class can be assigned.
Column	Description
Included	An unlabeled check box that indicates (if selected) that this restriction group will be assigned by default to items of the class. Select this check box if you want new items of the class to be assigned to this group by default.
Group Name	The name of the restriction group. The value of this column is read-only.
Specific Type	The functional type of the group, which can be Inventory Item Restriction. The value of this column is read-only.
Description	A brief description of the group. The value of this column is read-only.
Active	A check box that indicates (if selected) that the group is active. The value of this column is read-only.
Group Type	A read-only column that shows the type of the restriction group: A, A Inverse, B, or B Inverse. For more information on these options, see Types of Restriction Groups.

Right Pane: Attributes Tab

The tab has a table with the attributes to be used for items of the item class and attribute properties, including order on the list of class attributes. For examples of using attributes in customer management, see: Defining Lead Classes, Defining Business Account Classes, Defining Contact Classes, Defining Campaign Classes, Defining Opportunity Classes, and Defining Case Classes.

To create a new attribute, use the Attributes (CS205000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Active	A check box that indicates (if selected) that the attribute is available for all items of the class. You can deactivate an obsolete attribute by clearing the check box—in this case, the deactivated attribute will no longer be displayed for items of the class, but all attribute values that have already been specified for existing records still will be stored in the database, so if you re-activate the attribute, its values will become visible in the system again.
Attribute ID	The identifier of the attribute.
Description	A read-only column that displays the detailed description of the attribute.
Sort Order	A number that represents the order of the attribute in the list of class attributes. Type an integer directly in the column. The lower the integer, the higher the attribute will be in the list of class attributes.
Required	A check box that indicates (if selected) that the attribute value is required for items of the class.
Control Type	A read-only column that displays the type of control (element) for the attribute: Text, Combo, Checkbox, or Datetime.
Category	The category of this attribute, which is one of the following: Attribute: The attribute is a general attribute; it is not intended to be used for generating matrix items. Variant: The attribute is used for generating matrix items. This column is displayed only if the Matrix Items feature is enabled on the Enable/Disable Features (CS100000) form.

Below the table, the Attributes section also includes the following elements, which you use to select the default attributes to be displayed in columns and rows of the matrix.
Element	Description
Default Column Attribute ID	The default attribute whose values the system displays in the columns of the matrix table when you generate matrix items of the template item by invoking the Create Matrix Items command on the form toolbar of this form or when you select matrix items of the template item on sales and purchase orders.
Default Row Attribute ID	The default attribute whose values the system displays in the rows of the matrix table when you generate matrix items of the template item by invoking the Create Matrix Items command on the form toolbar of this form or when you select matrix items of the template item on sales and purchase orders.

Table 13. Inventory ID Segment Settings Section
This section consists of a table in which you can configure the segments the system will use to construct the identifiers of the new matrix items based on the item class. You can view and modify the settings of segments that have already been added to the table. (These changes will not affect existing matrix items). Each identifier is constructed by using the segments defined in this table in the order in which they are listed.

In the table footer, you can view a sample inventory ID generated based on the settings specified in the table, which can help you determine whether the specified settings are resulting in the intended identifiers.

Attention: The maximum length of all segments, including separators, must be equal to the maximum length of the *INVENTORY* segmented key defined on the Segmented Keys (CS202000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Element	Description
Segment Type	The segment type, which is one of the following: Template ID: The identifier of the template item. If this type is selected, the system copies the number of characters (left to right) specified for the row from the template ID, which is specified in the Summary area of the current form. For example, if the template ID is FRUIT and the number of characters specified for this row is 3, FRU will be used as the segment in the generated identifiers. Template Description: The description of the template item. If this type is selected, the system copies the number of characters (left to right) specified for the row from the template description, which is specified in the Summary area of the current form. Attribute Caption: The identifier of the particular attribute assigned to the template item. If you select this type, in the Attribute ID column, you select the identifier of the attribute that will be used in the segment. The system copies the number of characters (left to right) specified for the row from the attribute identifier. Attribute Value: The value of the particular attribute assigned to the template item. If you select this type, in the Attribute ID column, you select the identifier of the attribute whose value will be used. The system copies the number of characters (left to right) specified for the row from the attribute value. Constant: A specific constant that is the same in all inventory IDs. If this option is selected, the constant should be entered in the Constant column of the row. Space Auto Number: A number that is changed automatically based on a particular numbering sequence, which you specify in the Numbering ID column of this row.
Attribute ID	The attribute identifier that provides values for the segment. This column is available for the attribute identifier to be selected only if Attribute Value or Attribute Caption is selected in the Segment Type column of this row.
Constant	The constant text to be used in the segment. You can specify a constant value in this column only if Constant is selected in the Segment Type column.
Numbering ID	The identifier of the numbering sequence that is used in the segment. You can select a numbering sequence in this column only if Auto Number is selected in the Segment Type column. You can manage numbering sequences by using the Numbering Sequences (CS201010) form.
Number of Characters	The maximum number of characters in the segment. If the segment value exceed this number, the system cuts the value so that is has the specified length left to right. If the segment value contains less characters than the value of this column, the system adds spaces to the right of the value.
Use Space as Separator	A check box that indicates (if selected) that a space is used as a separator between this and the next segments.
Separator	The character that is used as a separator between this segment and the next segment. If the Use Space as Separator check box is selected, this column is unavailable for editing; a space will be used as a separator between this segment and the one listed in the following row.

Table 14. Description Segment Settings Section
This section consists of a table in which you can configure the segments the system will use to construct the descriptions of the matrix items based on the item class. You can view and modify the settings of segments that have already been added to the table. (These changes will not affect existing matrix items). Each description is constructed by using the segments defined in this table in the order in which they are listed.

In the table footer, you can view a sample description generated based on the settings specified in the table, which can help you determine whether the specified settings are resulting in the intended descriptions.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Element	Description
Segment Type	The segment type, which is one of the following: Template ID: The identifier of the template item. If this type is selected, the system copies the number of characters (left to right) specified for the row from the template ID, which is specified in the Summary area of the current form. For example, if the template ID is FRUIT and the number of characters specified for this row is 3, FRU will be used as the segment in the generated identifiers. Template Description: The description of the template item. If this type is selected, the system copies the number of characters (left to right) specified for the row from the template description, which is specified in the Summary area of the current form. Attribute Caption: The identifier of the particular attribute assigned to the template item. If you select this type, in the Attribute ID column, you select the identifier of the attribute that will be used in the segment. The system copies the number of characters (left to right) specified for the row from the attribute identifier. Attribute Value: The value of the particular attribute assigned to the template item. If you select this type, in the Attribute ID column, you select the identifier of the attribute whose value will be used. The system copies the number of characters (left to right) specified for the row from the attribute value. Constant: A specific constant that is the same in all inventory IDs. If this option is selected, the constant should be entered in the Constant column of the row. Space Auto Number: A number that is changed automatically based on a particular numbering sequence, which you specify in the Numbering ID column of this row.
Attribute ID	The attribute identifier that provides values for the segment. This column is available for the attribute identifier to be selected only if Attribute Value or Attribute Caption is selected in the Segment Type column of this row.
Constant	The constant text to be used in the segment. You can specify a constant value in this column only if Constant is selected in the Segment Type column.
Numbering ID	The identifier of the numbering sequence that is used in the segment. You can select a numbering sequence in this column only if Auto Number is selected in the Segment Type column. You can manage numbering sequences by using the Numbering Sequences (CS201010) form.
Number of Characters	The maximum number of characters in the segment. If the segment value exceed this number, the system cuts the value so that is has the specified length left to right. If the segment value contains less characters than the value of this column, the system adds spaces to the right of the value.
Use Space as Separator	A check box that indicates (if selected) that a space is used as a separator between this and the next segments.
Separator	The character that is used as a separator between this segment and the next segment. If the Use Space as Separator check box is selected, this column is unavailable for editing; a space will be used as a separator between this segment and the one listed in the following row.

Service Management Tab

On this tab, you can set the default settings of the items of the class to be used in service management.

This tab is available only if the Service Management feature is enabled on the Enable/Disable Features (CS100000) form.

Table 15. Service Management SectionIn this section, you can specify the default billing rule for the item class.
This section is available for editing only if *Service* is selected in the Item Type box in the General Settings section on the General Setting tab of this form.
Element	Description
Default Billing Rule	The default billing rule that is assigned to the non-stock items of the Service type of this class on the Non-Stock Items (IN202000) form. You can select one of the following: Time: The service is billed depending on the time that was spent delivering the service. The price of the service is defined per unit of time. Flat Rate: The service is billed regardless the time that was spent delivering the service. The price of the service is fixed and defined for service delivery. None: The service is free of charge. No price is specified for the service.

Table 16. Route Management SectionIn this section, you can set the non-stock items of this class to be used in route management.
This section is available for editing only if the *Route Management* feature is enabled on the Enable/Disable Features (CS100000) form, and *Service* is selected in the Item Type box in the General Settings section on the General Setting tab of this form.
Element	Description
Route Service Class	A check box that indicates (if selected) that the item class is the class for the non-stock items that are used in route management.

Table 17. Equipment Management Section
In this section, you can select the type of stock items to be included in the item class and specify the components for stock items of the Model Equipment type.

This section is available for editing only if the *Equipment Management* feature is enabled on the Enable/Disable Features (CS100000) form, and the Stock Item check box is selected in the General Settings section on the General Setting tab of this form.
Element	Description
Equipment Class	The type of equipment of the stock items that belong to the item class. Select one of the following option buttons: Part or Other Inventory (default): Stock items of this type are either parts of equipment entities that should not be tracked in the system or inventory items that are not related to equipment entities. Model Equipment: Stock items of this type should be tracked (either for preventive maintenance or for warranty handling) after they are sold. Component: Stock items of this type can be sold as parts of equipment entities. Components can have warranties, serial numbers, and other settings that are independent from these settings for the equipment entity. Consumable: Stock items of this type are sold as parts of equipment entities but are not under a warranty.

Table 18. Table Columns
This table is available only if the Model Equipment option button is selected in the Equipment Management section of this tab.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Component ID	The identifier of the component of the stock items of the class.
Active	A check box that indicates (if selected) that the component is active in the system and can be used in equipment management.
Optional	A check box that indicates (if selected) that the component is not included in the stock items by default.
Quantity	The quantity of components of a stock item of the class.
Description	The description of the component.
Item Class ID	The identifier of the item class with the Component stock item type to which the component is related.