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Item Codes Buttons

Item Codes Tabs

Purchase Orders Checklists

Purchase Orders FAQs

Electronic Requisitions Checklists

Electronic Requisition FAQs

Item Codes - Purchase Tab

Access this tab using Maintain>Purchase Orders>Item Codes.

Use this tab to enter default purchase information for the item code, such as the Purchase General Ledger Account and Distribution Codes, Standard Quantity, Unit Price, and Weight. This can save time and errors.

and Order Entry Users

These modules are integrated into Purchase Orders. This topic addresses the features that apply to Item Codes.

The Distribution Code field only displays codes that either share the same currency as the selected currency or have a currency of ANY. The Preferred Vendors drop-down list only contains Vendors whose currency is the same as the currency selected on the Item Codes tab. Vendor currency was assigned when the vendor was created (Maintain>Accounts Payable>Vendors). Also, you can restrict payments to vendors using the "Always Pay in Vendor's Currency" check box on the Vendors form.

 

Default Information: In this group box, enter the default information to associate with the item code. The item code information entered here displays on the Activities>Purchase Orders>Create/Modify Purchase Orders>Item Detail tab and Activities>Create/Approve Requisitions>Item Detail tab.

  • Purchase GL Account: If you know that payments for this item code are usually charged to a particular general ledger account, enter it here or select one from the drop-down list. The general ledger account selected here is the default account selected when this item code is used when creating a purchase order or electronic requisition. However, this general ledger account can be changed during purchase order and electronic requisition entry.
  • Distribution Code: Enter an existing distribution code, or select one from the drop-down list. The distribution code entered is the default code used when the item code is used when creating a purchase order or electronic requisition. However, this code can be changed during purchase order and electronic requisition entry. Distribution codes were created using the Maintain>Distribution Codes form.
  • Purchase Unit: Enter a unit of measure designating the default purchase unit for this item code, such as each, cases, or dozen.
  • Standard Quantity: Enter the standard quantity of the purchase unit, such as 2 dozen. It must be a positive number and can have a maximum of two decimal places.
  • Unit Price: Enter an amount that represents the cost of each purchase unit. The unit price can be zero or a positive number.
  • Weight: Enter the weight for a purchase unit, to be used when calculating Freight. It must be a positive number and can have a maximum of four decimal places.
  • Weight Unit: Enter a unit of measure designating what the Weight field represents, such as ounces, pounds, or kilograms.
  • Item Location: Enter a location where the item is stored, such as Aisle 2 Shelf B. Use this field as an informational field.
  • Preferred Vendor: Select the vendor from which you prefer to order this item. Vendors were previously created using the Maintain>Accounts Payable>Vendors form.
  • To print the weight and item location along with other data entered on this form, use Reports>Purchase Orders>Category/Item Codes List.
  • General ledger account codes were created using the Maintain>Chart of Account Codes form.
  • You can assign an item code to a category code (Maintain>Purchase Orders>Category/Item Code Assignments) so that you can select it in a purchase order or requisition.