Items Grid

This article is part of part of items and covers the items grid in Smart Ops.

From the Items page, users can view the items grid, which lists all existing purchased items and their item details. From this list, users can access an item's Purchased Item Record, where users can view item costs, transactions, and its connections across R365. Users can also edit an existing record, if needed. 

Items Page

	Field	Description
	Verify Item Setup	Click to refresh all purchased item records, apply any changes to units of measure, and recalculate costs.
	Item Location Groups	Click to view or edit location group configurations.
	+Create	Click to create a new purchased item record.
	Item Grid	The list of all existing purchased item records. This grid supports inline editing. Read more about inline editing below.
	Item Entry	Each individual item and select item details. Clicking an item will open the item's purchased item record.
	Table Functions	As with all smart grids, from the items grid, Users can do the following: - Search the List for specific keywords  - Save/edit Table Views - Filter Column information  - Rearrange table columns  - Export the table to a .csv file  - Refresh the table Learn more about smart grids, here.

Items Grid Inline Editing

The following fields within the Item table can be edited directly on the page without opening the Item form:

• Item Category 1

• Item Category 2

• Item Category 3

• Cost Account

• Inventory Account

• Waste Account

• Active

• Cost Update Method

Activating and Deactivating Items

Items can be activated or deactivated directly on the page by toggling the 'Active' toggle switch. 

•  'On' indicates that the Item is active

•  'Off' indicates that the Item is not active

Changes are automatically saved. 

Inline Editing Item Details

To edit an Item's details, hover over the desired field to open the inline editing entry box. Once the box is visible, it can be clicked to open the drop-down menu of all available options.

The drop-down list can be searched by entering two or more characters. Once text is entered, the drop-down list will be filtered for options that contain the search entered. 

Select the desired option from the drop-down list. The field will briefly refresh as the change is automatically saved. 

Only options available in the drop-down can be assigned. New Item Categories and GL Accounts can not be created on this page.

To remove the current assignment, hover over the desired field to open the inline editing entry box. Once the box is visible, click the 'X' to remove the current assignment. The field will briefly refresh as the change is automatically saved. 

Items Grid Bulk Edit

The following fields can be edited through the Bulk Edit menu:

• Location Group

• Active

• Key Item

• Item Categories

  • Category 1

  • Category 2

  • Category 3

• GL Accounts

  • Inventory Account

  • Cost Account

  • Waste Account

To Bulk Edit Items, check the checkbox for one or more Items to open the Bulk Edit menu. 

Once all of the desired Items are selected, click the pencil icon. The Bulk Edit form will open.

Select the Attribute to edit, then enter the Value that should be assigned to the selected Item(s). 

The Value options are dependent on the Attribute selected. 

Click to save the changes to all of the selected Item(s), or clickto close without saving.

Attributes & Values

Location Group - Select Location Group(s) by checking the corresponding checkbox(es). Learn more about Location Groups here.

Only Location Groups that have been allowed for Operations will be listed.

Active - Select from 'Yes' and 'No'. 'Yes' indicates that the Item is active; 'No' indicates that the Item is inactive.

Key Item - Select from 'Yes' and 'No'. 'Yes' indicates that the Item is a Key Item; 'No' indicates that the Item is not a Key Item.

Item Categories - Select the appropriate option for each Category by using the drop-down menu

GL Accounts - Select the appropriate option for each GL Account by using the drop-down menu. The drop-down list can be filtered by entering part or all of a GL Account's number or name.