How To - Create A New Bill Code

Instructions

Creating and maintaining bill codes in adjutant is a two-phase process.

Phase 1: Adding New Bill Codes To Items

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 its 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.

Phase 2: Create a Rule for the Bill Code

STEP 1: In Maintain >> System >> Rule Maintenance select "Billing Codes - BILLCODE" from the "Select Rules" dropdown.

STEP 2: Click New Rule Details from the menu to the left.

STEP 3: Enter the name of the new Bill Code.

STEP 4: 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 5: Enter the Adjutant Item Code. This will be the same item code that you set up in STEP 2 in the Item Master screen.

STEP 6: Click Save.

Related Pages

Item Master: information on item setup, fields, and OHF