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Purchase Orders Checklists

Purchase Orders FAQs

Electronic Requisitions Checklists

Electronic Requisition FAQs

Category/Item Code Assignments

Access this form using Maintain>Purchase Orders>Category/Item Code Assignments.

Use this form to assign Item Codes to a broader defined Category Code. This essentially filters the item codes according to the assigned category code.

- It might be helpful to group all office supply item codes (such as pencils, pens, and paper) under an "Office Supplies" category code. Thus, making it easier and more efficient when assigning item codes to a purchase order or a requisition.

- An additional use includes enforcing amount limits for requests and approval amounts in the Electronic Requisitions module.

You must have previously set up item and category codes in order to use this form (Maintain>Purchase Orders>Item Codes and Category Codes).

 

Category Code: Select an existing category code from the drop-down list.

Display Available Item Codes: This group box filters the item codes that display in the Available Items box—making the list of item codes much shorter. Thus, it is easier to assign the appropriate item codes to the category code. Click Display to show the item codes for the criteria specified.

  • Not Assigned to a Category Code: Select this option to only display items codes that have not been assigned to a category code.
  • Not Assigned to the Selected Category Code: Select this option to only display item codes that have not been assigned to the category code selected on this form.
  • Item Code is Like: Enter a filter criteria for the item code. For example, if you enter "D%" the system only displays item codes that begin with "D" (such as D1005, D1010). This can be used in conjunction with the Item Code Description is Like or by itself.
  • Item Code Description is Like: Enter a filter criteria for the item code description. For example, if you enter "%Desk%" the system only displays item codes that contain "Desk" anywhere in their descriptions (such as Desk Oak, Pine Desk, Cherry Desk Oval). Or, you could enter "%Furniture" and the system only displays item codes that end with "Furniture" (such as Office Furniture, Home Furniture). This can be used in conjunction with the Item Code is Like or by itself.

Item Codes Available Items, Selected Items: The Available Items box displays all item codes according to the criteria specified above. Assign an item code to the selected category by clicking the code in the Available Items box twice to move it to the Selected Items box. You can also use the Mover buttons (>, >>) to move one or more highlighted codes to the Selected Items box.

  • You can assign the same item code to multiple category codes.
  • This category code is only used with the Purchase Orders and Electronic Requisitions modules. It is not utilized by the category in the Fixed Assets module.