Add a New Miscellaneous, Charge, or Comment Item Code On the Fly

 

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New miscellaneous, charge, or comment item codes can be added on the fly.

 

To add a new miscellaneous, charge, or comment item code on the fly

  1. Enter a new miscellaneous, charge, or comment item code in the Item Code field in any of the following windows:

  2. Accounts Receivable Main menu > Invoice Data Entry and Repetitive Invoice Entry.

  3. Sales Order Main menu > Sales Order Entry and Invoice Data Entry.

  4. Purchase Order Main menu > Purchase Order Entry, Receipt of Goods Entry, and Receipt of Invoice Entry.

  5. Purchase Order Mat. Req/Return menu > Return of Goods Entry and Material Requisition Issue Entry.

  6. Bill of Materials Main menu > Production Entry and Disassembly Entry.

  1. In the Item Code field on the corresponding Lines tab, type a forward slash (/) followed by the miscellaneous item, charge, or comment code you want to add.

  2. A message appears asking if this is a new miscellaneous item code. Click Yes.

  3. In the Miscellaneous Item Maintenance (On the Fly) window, in the Item Type field, select the item type for this item. For more information, see Miscellaneous Item Maintenance (On the Fly) – Fields.

  4. In the Description field, type the description for the item.

  5. If you selected Comment at the Item Type field, select whether to allow the use of this item in the Accounts Receivable, Sales Order, Bill of Materials, and Purchase Order modules. Type the text of the comment in the Comment Text section.

  6. If you selected Miscellaneous or Charge in the Item Type field, enter the fields on the Main tab.

  7. If Miscellaneous is selected in the Item Type field, you can determine whether to allow use in Accounts Receivable, Sales Order, and Purchase Order.

  8. If Charge is selected, you need to determine whether to allow use in Accounts Receivable, Sales Order, Purchase Order, and Bill of Materials.

  1. Click the Accounts tab and enter the general ledger accounts.

  2. Click OK.

A new miscellaneous, charge, or comment item code is added on the fly.

After adding the new miscellaneous, charge, or comment item code, you can maintain the item in Miscellaneous Item Maintenance.

Access Miscellaneous Item Maintenance using one of the following methods:

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