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Edit User Codes Overview—AP,
AR, PO, JC, MSA, Inventory
Make one of these menu selections and then a submenu
appears:
eFinancials—Setup—AP Setup—AP
Codes—submenu
eFinancials—Setup—AP Setup—PO
Codes—submenu
eFinancials—Setup—AR Setup—AR
Codes—submenu
ePO—Setup—AP
Codes—submenu
ePO—Setup—PO
Codes—submenu
Job Cost—Setup—Job Costing—JC
Codes—submenu
Job Cost—Setup—Job Costing—MSA
Codes—(no submenu)
Inventory—Setup—Inventory Codes—submenu
About the Submenus
The number of menu items as well as the names of the menu items on each application's submenu are determined by entries as set up on the application's
. Refer to the
Set Up User Codes Grid topic for more information.
Tasks
After you access the submenu and then select a default User Code, you can complete these tasks:
- edit the Description of default User Codes.
For example, you can edit the Description of the AP default user code, Approved By to read "Approval."
- create one or more custom user codes by completing the Code and Description fields.
For example, you can create a group of Approved By codes, one code for each manager in your office.
- edit the Code or Description of any custom user code.
For example, when a manager has a name change, you can edit that manager's Approved By code to reflect the new name.
- delete a custom user code.
For example, when a manager changes jobs, you can delete that manager's Approved By code.
You cannot delete a default User Code.
Fields
Fields
A red dot 
indicates a required field or
selection.
User Code
The display-only default User
Code that you selected from the submenu.
Description
Shows the user-defined description of the default
User Code. This Description is used as the User Code label in the submenu
you just selected it from. You can also edit the Description of the User
Code. This field cannot be blank, as it is used as a label in submenus.
Example
For the default AP User Code "Approved
By," if the description is "Approval," then "Approval"
appears in the submenu after you save changes.
Code/Description Table
You can add User Codes to the selected EntityCompany
by completing Code / Descriptions lines here. A new line appears automatically
as you complete the fields.
Code
Enter a Code into the field. You can create as
many Codes as you need. You can also edit the Code, if desired.
Description
Enter a description for the Code just created.
You can also edit the Description of the Code, if desired.
Entering a Code, above, is optional, but if you
enter a Code then the Description is required.
The Description is used as the label in the application menu:
AP
eFinancials—Setup—AP Setup—AP
Codes—select an item from the submenu
ePO—Setup—AP Codes—select an item from the submenu
AR
eFinancials—Setup—AR Setup—AR Codes—select an item from the submenu
PO
eFinancials—Setup—AP Setup—PO Codes—select an item from the submenu
ePO—Setup—PO Codes—select an item from the submenu
JC
Job Cost—Setup—Common—Job
Access Restrictions
Job Cost—Setup—Global Setup—User
Codes tab
Job Cost—Setup—Job Costing—JC Codes—select an item from the submenu
MSA
Job Cost—Setup—Job Costing—MSA Codes (no submenu)
IV
Inventory—Setup—Inventory Codes—select an item from the submenu
Buttons
Click to delete a Code.
Save
Click to save changes. Submenus refresh to show
the changes.
Procedure
To Edit a Code
- Use one of these
paths to access the appropriate Edit grid:
- eFinancials—Setup—AP Setup—AP Codes—(select a code to edit)
- eFinancials—Setup—AP Setup—PO Codes—(select a code to edit)
- eFinancials—Setup—AR Setup—AR Codes—(select a code to edit)
- ePO—Setup—AP Codes—(select a code to edit)
- ePO—Setup—PO Codes—(select a code to edit)
- Job Cost—Setup—Job Costing—JC Codes—(select a code to edit)
- Job Cost—Setup—Job Costing—MSA Codes—(no submenu)
- Inventory—Setup—Inventory Codes—(select a code to edit)
- To change the description
of the default User Code (which changes how the User Code appears on submenus),
edit the Description field.
NOTE that the Description field for the following fields are not editable:
- MSA Code (in Jobs)
- Class, Manufacturer, and Class (for Subclass in Inventory).
- To add the default
User Code to an
Entitya Company,
complete the Code field.
- To set the label
for the Code, complete or edit the Description
field.
- Repeat the steps
above to add or edit Codes. When done, click Save.
Changes save and the submenu refreshes to show changes.
See Also
User
Codes - Associated Pages
eFinancials
Setup Introduction
ePO
Introduction
Job Cost Introduction