ITEM (ITM)  

Item Line Layout

The Item table stores basic information for Parts, Services, and Goods. This line record is required for populating the ITEM table with new items in Costpoint. The values that are specified for each column in an Item line record serve as the default when processing information that you populate in the other applicable input line records/layouts (specified in this documentation), and populating applicable tables in Costpoint.

You can view or update the information stored in the ITEM table on the Manage Parts, Manage Services, and/or Manage Goods  screens (depending on whether a part, service, or good is being processed) in Costpoint Product Definition.

An Item line record is the first record required when you are inserting a new item (that is, a part, good, and/or service). If a line's Item Type is P (Part) for a new ITEM, you must have matching PRT line and IUM line records to populate the ITEM and PART tables in Costpoint. If you do not enter a PRT line record in the input file, the program creates one using the values in the ITM line record to populate the PART table in Costpoint. You can also use the PRT line record to modify existing parts in Costpoint. If you use the PT2 record format for part setup and maintenance, it contains all information required to populate the required tables for a part.

The application uses default values for INSERTS ONLY if the input file field value  is not provided. The exception is the MODIFIED_BY column, which is updated using the current user ID as a default value if no value is provided.

Input File Field

Costpoint Column

Column Type  and Max Length

Starting/Ending Position

Required

Values, Defaults, and Notes

Line Type

 

Character 3

1 - 3

Yes

ITM is used to indicate ITEM information.

Item ID

ITEM_ID

Character 50

4 - 33

Yes

If an Item ID/Item Revision ID exists, the ITEM table is updated. If you did not select the Allow Multiple Revisions for Each Item check box on the Configure Product Definition Settings screen, only the Item ID is checked to see if it exists.

The fixed length file format accepts 30 characters while delimited file format accepts up to 50 characters.

Item Revision ID

ITEM_RVSN_ ID

Character 10

34 - 36

Yes (If revisions are used)

If an Item ID/Item Revision ID exists, the ITEM table is updated. If you did not select the Allow Multiple Revisions for Each Item check box on the Configure Product Definition Settings screen, only the Item ID is checked to see if it exists. The Item Revision ID defaults with a space, and always loads a space if the Allow Multiple Revisions for Each Item check box is not selected. Load the item's revision in the Last Revision field. The default is a space.

The fixed length file format accepts 3 characters while delimited file format accepts up to 10 characters.

Item Type

S_ITEM_TYPE

Character 1

37

Yes (NOT required for an update)

P (Part), S (Service), or G (Good).

Item Description

*ITEM_DESC

Character 60

38 - 97

Yes (NOT required for an update)

 

Default Unit of Measure Code

*DFLT_UM_ CD

Character 3

98 - 100

No

The default is EA (Each). If ITEM_UM Inventory line is provided, DFLT_UM_CD is set to same value if it is not provided. If a value is provided and ITEM_UM Inventory is also provided, the values must match. If a value is provided, the U/M must exist in the U/M table.

Active Flag

*ACTIVE_FL

Character 1

101

No

The value must be Y (Yes) or N (No). The default is Y.

Buyer ID

*BUYER_ID

Character 12

102 - 113

No

If no value is provided in the input file but there is a Commodity Code provided, the Buyer ID is retrieved from the COMM table. If it is provided, the Buyer ID must exist

in Buyers table.

If the Separate Items by Company check box is selected in the Corporate Settings block of the Configure Product Definition Settings screen, this field's

value must exist for your company ID.

If no value is provided, the system defaults it to null.

Commodity Code

*COMM_CD

Character 8

114 - 121

No

If a value is provided, it must exist in Commodity Codes table. If the Separate Items by Company check box is selected in the Corporate Settings block of the Configure Product Definition Settings screen, this field's value must exist for your company ID.

Hazardous Material Flag

*HAZMAT_FL

Character 1

122

No

The value must be Y (Yes) or N (No). The default is N.

Inspection Type

*INSP_TYPE

Character 1

123

No

The default is a space.

Item Added Date

*ITEM_ ADDED_DT

Date (maximum input file length - 10)

124 - 133

No

The value must be valid date format (YYYY-MM-DD).  The default is the system date.

Item Note

*ITEM_NT

Character 254

134 - 387

No

The default is a space.

Last Order Date

*LAST_ORD_ DATE

Date (maximum input file length - 10)

388 - 397

No

The value must be valid date format (YYYY-MM-DD).  The system date defaults if the Item Type is S (Service) or G (Good); it defaults as null if Item Type is P (Part).

Last Order ID

*LAST_ORD_ ID

Character 10

398 - 407

No

The default is a space.

 

 

Last Revision ID

*LAST_RVSN_ ID

Character 3

408 - 410

No

Use this field to load an item's revision only if the Allow Multiple Revisions for Each Item check box on the Configure Product Definition Settings screen is cleared.

Allow Overshipment Flag

*OVRSHP_ ALLOW_FL

Character 1

411

No

The value must be Y (Yes) or N (No). The default is N.

Product Classification Code

*PROD_ CLASSIF_CD

Character 6

412 - 417

No

The default is null. If a value is provided, it must exist in the Product Classifications table.

Receipt Tolerance Percentage Rate

*RECPT_TOL_ PCT_RT

Decimal 10.8 (Maximum input file length - 4)

418 - 421

No

The default is 0. The input file format is 9.99 (maximum four characters including the decimal point). The maximum value is 1.00, which indicates 100%.

User ID last modified by

*MODIFIED_ BY

Character 18

422 - 439

No

The default is UPLOAD. If a value is not provided, Costpoint updates the MODIFIED_BY column using the current user ID as the default.

Industry Class Code

IND_CLASS_ CD

Character 8

440 - 447

No

If no value is provided in the input file but there is a Commodity Codes provided in the input file, the industry  class code is retrieved from the COMM table. 

 It must exist in Industry Class table if this value is not null.

UPC Code

UPC_CD

Character 14

448 - 451

No

The default is Null.

 

*TOT_LT_DAYS_NO

Integer 4

 

No

The default is 0.  If ITEM_LT lines are included the days provided on the lines will be added up and stored in this column.

 

ITEM_KEY

Integer 4

 

No

This is system-generated, if a value has been provided. Otherwise, the value is retrieved using ITEM_ID and ITEM_RVSN_ID. If a value has been provided, this value is assigned as ITEM_KEY for all rows linked to this ITEM_ID/ITEM_RVSN_ID.

 

*ROWVERSION

Integer 2

 

No

This is system generated. Initial value is 0 and increments by 1 when updated.

 

*TIME_STAMP

Timestamp

 

No

This is a system date.

 

COMPANY_ID

Character 10

  

No

If ITEM_SETTINGS_CORP.ITEMS_BY_COMP_FL=Y, set to user's company, otherwise set to 1.

Subcontractor Charge Type

TC_WA_FL

Character 1

  

No

Valid values are I, E, and N. If there is no value indicated in the input file (for new records), this defaults to N.

NAICS Code

NAICS_CD

Character 15

 

No

This defaults from the COMM table (but only if currently active (OPP_NAICS_CODES.SHOW_LOOKUP_FL = Y)). This must exist in OPP_NAICS_CODES table if not null.

 

* Indicates columns that may be updated when changing an existing record with this preprocessor.