How To - Create A New Bill Code

Instructions

Creating bill codes for items in Adjutant is a two-phase process. First, an Item Code must be created. Second, that code must be tied to the Billing Codes - BILLCODE Rule.

Phase 1: Item Code

Items must exist in the inventory and have a unique item code.

STEP 1: Click the Item Master button located in the toolbar.

STEP 2: Click New, enter the item code under Item, and enter its Description. The item code will be the billing code in the next phase.

STEP 3: Select the appropriate Purchase, Stock, and Sell Units from the drop-down menus.

STEP 4: Check the Resell box and enter the price per unit in the List Sale Price field.

STEP 5: Select the appropriate Item Category, Price Group, Commodity Code, and Product Group from the drop-down menus.

STEP 6: Click Save.

STEP 7: Go to the OHF (Owner Held For) tab and click New OHF in the Actions menu.

STEP 8: Enter your organization code and company name for Owner, and select -DEF from the Held For drop down.

STEP 9: Select a Warehouse and the appropriate Item Category from the drop-down menus.

STEP 10: Click Save and close this window.

Phase 2: Create New Rule Details

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

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

STEP 3: Complete the Text Values for the new rule detail.

Bill Code Name of the new Bill Code.
Code and Group Any two unique letters that have not been used for another bill code.
Item The Adjutant Item Code. This will be the same item code that you set up in Phase 1, Step 2 on the Item Master screen.

STEP 4: Click Save.

Related Pages

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