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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