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This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: IMMEX

Item Master - Parts Catalog

The
Item Master
 screen contains all the information that a part number must have; such as a Description, Unit of Measure (UOM), Unit Weight, Unit Value, Tariff HTS, Country of Origin, etc. This data can be maintained in either the in-house ERP system or ONESOURCE IMMEX.
Establishing the System of Record (SOR) for data will be defined and completed during implementation.

Changing Item Master Data (SOR is ERP System)

If the System of Record is the in-house ERP system, updates to HTS must be applied within the in-house ERP system. Once the updated data is fed into ONESOURCE IMMEX, the updates will reflect within the Item Master.

Changing Item Master Data (SOR is ONESOURCE IMMEX)

  1. In the
    Item Master
     screen, choose a Product Number (ProductNum) to change.
  2. Once the Product Number is visible in the Item Master grid, click
    Select
    . Conversely, to create a brand-new product, click“
    New
    .
For a part to be saved, all required fields (marked with an asterisk) must be completed. These fields appear on the three tabs listed in the subsections below.

Item Master Tab

Clicking Select will open the record’s
Item Master
 tab at the bottom of the screen. The
Item Master
 tab contains product-specific information for the selected Product Number.
Make any necessary changes, and then click
Save
 at the top of the screen.

Item Master HTS Values

The
Item Master HTS Values
 tab shows all HTS information that is stored for the selected Product Number. This information can be used to source receipt and shipment data in FIFO Processing. By default, this tab will appear in a grid view.
To view a specific HTS Value, choose a value from the grid below and click Edit.
To return to Grid View, click
Grid View
.

Additional Tables

The Additional Tables tab holds any additional information about the specified product number. This includes the
MonthsOfExpiration
 field, which can be used to indicate the months of expiration for a temporarily imported part number.

Load References

The Load References button allows uploading an excel file with the list of external references of their items. This button opens a pop-up screen, where the user imports the file containing the data.
A new pop-up section will be displayed, where you are able to upload the data from a spreadsheet (xlsx format only) that must contain the following columns:
  • ProductNum
  • CompanyID
  • ExternalProdNum
Example:
Once file is uploaded, the Spreadsheet Upload pop-up screen will display the current status and the errors detected during the upload.

References

The
References
 tab shows all information list of external references that are stored for the selected Product Number on a grid view.
To add a new external reference code, click
Add New
 and to save the data click on
Insert
.
To view a specific External Reference Code, choose a value from the grid above and click on
Edit
.

Flex Fields

Flex Fields are configurable and serve as a valuable tool for adding additional information to your product.
Initially, they will appear as follows on the Item Master.
You can find flex field specifications in the table below.

Renaming Flex Fields

To rename flex fields according to your preferences in your Item Master.
1. Click the drop-down arrow to the right of the user name.
2. Select Debug and then System Settings.
3. In the Product drop-down, choose IMMEX.
4. For the Feature drop-down, select IMMEX Management.
5. Click the icon to edit the Value field with a name of your choice.
6. Click Save.
important
The new Value can have up to 30 characters.
A pop-up will appear showing that the value has been updated.
tip
If you prefer not to display a particular field in the Item Master, leave the name blank.

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