Assigning general information

You can assign general information to the item.

  1. Open the Item form.
  2. Specify this criteria.
    Break Code
    Optional. Specify how line breaks are formatted in spreadsheets and parameter equations.
    Calculation Type

    Select when the item is to be calculated. The choices are:

    • All calc - Always calculate the item.
    • Cost only - Calculate only for costs.
    • Tech only - Calculate only for parameters.
    • No calc - Never calculate the item.

    Most items use the default Calculation Type, which is All calc.

    Component Type
    Select the type of item, such as an instruction, a cost, or a material.
    Extension fields
    You might see some fields that are not described here. These are extension fields that have been defined by the system administrator. They capture more details.
    Ingredient Statement Formula
    This is only used for ingredient statements.
    Item Class
    Select the purpose of the item. For example, liquid, solid, or gas. The choices that are available for selection are defined in the C_ITEMCLASS enumerated list.
    Primary UOM
    Select the item’s unit of measure (UOM), such as pounds (LB), gallons (GAL), or kilograms (KG). You can select a standard unit of measure for the item. But when adding this item to a formula, specify amounts of this item using other units. The conversion is handled by the system.
    Select the primary unit of measure for the item. At the item level, the unit of measure Each is the smallest unit of the item. At the formula level, Each means the whole formula.
    Scale Type

    Select the method for scaling items. The choices are:

    • Linear
    • No Scaling
    • Auto Adjust to Total
    • Equal Adjust to Total

    Most items use the default scale type, which is Linear.

    Threshold
    This is only used for ingredient statements.
    <Status>

    These fields are read-only.

    • Creation Date
    • Created By
    • Modify Date
    • Modified By

    The choices that are available for the Status and Approval field are defined by the system administrator in the Symbol form.