HOW TO - Create a New Bill Code
Modified on Tue, 05 Mar 2013 14:50 by tsanchez — Categorized as: Work Order Management
STEP 1:
Click the
Item Master
button located in the toolbar.
STEP 2:
Click
New
and enter the
Item
and its
Description
. This will be the billing code and it's description (i.e.
-EQUIPOPR
and
EQUIPMENT OPERATOR
).
STEP 3:
Select the appropriate
Purchase
,
Stock
, and
Sell Units
from the drop-down menus. This will be
HR
or
EA
.
STEP 4:
Check the
Resell
box and enter the price per unit in the
List Sale Price
field.
STEP 5:
Select the appropriate
Price Group
,
Commodity Code
, and
Product Group
from the drop-down menus.
STEP 6:
Select the
Item Category
from the drop-down menu.
STEP 7:
Click
Save
.
STEP 8:
Click the
OHF
(Owner Held For) tab and click
New
.
STEP 9:
Select your company as the
Owner
and
Held For
.
STEP 10:
Select a
Warehouse
and the appropriate
Item Category
from the drop-down menu.
STEP 11:
Click
Save
and close this window.
STEP 12:
MAINTAIN >> RULES >> BILLCODE
STEP 13:
Click
New
located on the right-hand side of the screen (not the one on top).
STEP 14:
Enter the name of the new Bill Code.
STEP 15:
Enter a code and group. This can be any two letters, as long as they haven't been used before in another bill code.
STEP 16:
Enter the Adjutant Item Code. This will be the same item code that you set up in STEP 2.
STEP 17:
Click
Save
.