Page History: HOW TO - Create a New Bill Code
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Page Revision: Mon, 03 Nov 2008 14:40
STEP 1: Click the
Inventory 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.
OPR and
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 >> BILLCODESTEP 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.
