Item Class

Maintenance | Item Class Aids | Item Master | Chart of Account | Tax

Item Class

This maintenance screen allows the users to configure the item class to be used on categorizing their items.

Requirements before using Item Class

• The user should setup the following Maintenance Module in order to proceed on using the Item Class
  1. Chart of Account
  2. Tax
• For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
  1. Chart of Accounts Aids
  2. Tax Aids

Item Class Record List

File:Item Class Record List.png

Item Class Record List

Adding Item Class

File:Adding Item Class.png

Adding Item Class

Field	Description	Expected Values
1.Item Class	•Class of the Item	•Alphanumeric
2.Parent Class	•Parent of the Item Class	•Parent Class List Field
3.Debit Account	•Debit Account on Sales Details	•Account List under Chart of Accounts
4.Credit Account	•Credit Account on Sales Details	•Account List under Chart of Accounts
5.Debit Account	•Debit Account on Purchase Details	•Account List under Chart of Accounts
6.Credit Account	•Credit Account on Purchase Details	•Account List under Chart of Accounts
7.Inventory Account	•Account Details on Inventory Detail	•Account List under Chart of Accounts
8.Revenue Type	•Tax Revenue Type on Item Class	•Tax Type List under Chart of Account Maintenance Module
9.Expense Type	•Tax Expense Type on Item Class	•Tax Type List under Chart of Account Maintenance Module

Notes:

• Accounting details are required when creating or editing Item Class, Accounting details can be used as long as it is on ACTIVE status in the Chart of Account maintenance module.

• Tax Details are optional when creating an Item Class, Tax details can be used as long as it on ACTIVE status in the Chart of Account maintenance module
  • Some Tax details can be found on Tax maintenance module for reference but for accounting details, it is more advise to look on the Chart of Account

• For detailed instructions on how to create an Item Class, the user can visit the Item Class Job Aids which can be found here.

Editing Item Class

File:Editing Item Class.png

Editing Item Class

Field	Description	Expected Values
1.Item Class	•Class of the Item	•Alphanumeric
2.Parent Class	•Parent of the Item Class	•Parent Class List Field
3.Debit Account	•Debit Account on Sales Details	•Account List under Chart of Accounts
4.Credit Account	•Credit Account on Sales Details	•Account List under Chart of Accounts
5.Debit Account	•Debit Account on Purchase Details	•Account List under Chart of Accounts
6.Credit Account	•Credit Account on Purchase Details	•Account List under Chart of Accounts
7.Inventory Account	•Account Details on Inventory Detail	•Account List under Chart of Accounts
8.Revenue Type	•Tax Revenue Type on Item Class	•Tax Type List under Chart of Account Maintenance Module
9.Expense Type	•Tax Expense Type on Item Class	•Tax Type List under Chart of Account Maintenance Module

Notes:

• Accounting details are required when editing Item Class, Accounting details can be used as long as it is on ACTIVE status in the Chart of Account maintenance module.
• Tax Details are optional when editing an Item Class, Tax details can be used as long as it on ACTIVE status in the Chart of Account maintenance module
  • Some Tax details can be found on Tax maintenance module for reference but for accounting details, it is more advise to look on the Chart of Account
• For further instructions on how to edit an Item Class, the user can visit the Item Class Job Aid which can be found here

Item Class Option

File:Item Class Option.png

Item Class Option

Notes:

• For further instructions on how to Export and Import an Item class, the user can visit the Item Class Job Aid which can be found here

Item Class Import Option

File:Item Class Import Option.png

Item Class Import Option

Notes:

• For further instructions on how to Import an Item class, the user can visit the Item Class Job Aid which can be found here

Item Class Record Option

File:Item Class Record Option.png

Item Class Record Option

Notes:

• Item Class is required field on Item Master Module. Item Class can be use as long as its status is ACTIVE
  • INACTIVE Item class can still be used as long as it is already tag on the past records prior to its deactivation
• For further instructions on how to View, Edit, Deactivate and Delete an Item class, the user can visit the Item Class Job Aid which can be found here

Item Class View Record

File:Item Class View Record.png

Item Class View Record

Notes:

• The user can edit the details while viewing the record.
• For further instructions on how View and Edit an Item Class Record., the user can visit the Item Class Job Aid, which can be found here