Edit: Inventory Codes

Inventory Codes are used with Inventory functions. Below is a list of the Inventory Codes and possible examples of each. Set up Inventory Codes to meet your organization's needs. Refer to Setup Questions for additional information.

Class codes define general types of items. Use Class codes to group items together for reports and/or to specify common General Ledger accounts for posting.

Manufacturer codes Identify the producer of the item. Use this code to group items that were purchased from the same manufacturer for reports or making percentage cost changes.

Subclass codes identify specific items within a Class. Subclass codes can be used to group similar items together for reports.

User Codes are groupings of system-supplied codes with labels can be edited to be custom for your needs. These codes appear on forms, in groupings on menus, and are used to select information to appear on reports.

User Code/Description Fields

A red dot indicates a required field or selection.

User Code

The read-only User Code, for example, "Class." This label is hard-coded into the system.

Description

The description of the User Code. The description defaults to the label that is hard-coded into the system, but is sometimes editable so that you can customize to your organization's needs.

The Description is used as the User Code label in the Inventory Codes submenu that you just selected it from. As it is used as a label the submenu, it cannot be blank.
Example:

For the default Inventory User Code "User Code 1," if you change the description to "Warrantee," then "Warrentee" appears in the submenu after you save changes.

The submenu path would be:

Setup—AR Setup—AR Codes—User Code 1 (the default)

Setup—AR Setup—AR Codes—Warratee (after the Description was changed and then saved)

NOTE that for Class and Manufacturer, the label is hard-coded into the system and cannot be changed.

Code/Description table

You can add Inventory User Codes by completing Code / Descriptions lines here. A new line appears automatically as you complete the fields in a line.

The codes that you add are shown when a user clicks on the lookup for a field in Setup—Global Setup— Item Master.

You can add as many Code / Description combinations as you need.

Code

Enter the Inventory code into the field.

For example, for the User Code Class enter " Flooring - A".

Description

Enter a description for the code just entered.

For example, continuing the example for the User Code Class, enter "Flooring - Premium".

NOTE that entering a Code is optional, but if you enter a Code then the Description is required.

Buttons

Click to delete a Code / Description combination.

Save

Click to save changes. The lookup on the setup Inventory User Codes tab refreshes to show any changes.

Select Inventory—Setup—Inventory Codes—(select a code to edit). The Edit page appears for the code you selected.
Note that the default User Code cannot be edited; however the label for the default User Code can sometimes be edited.

To change the label for the default User Code, edit the Description field. This is optional (or sometimes the field is not editable).

To add a code, in the Code/Description table, enter a code and a description for the code in the appropriate fields.
To edit a code, make changes to the Code/Description table as needed.
Repeat the previous step to add/edit Code/Description combinations in the table.
When done adding to or editing the Code/Description table, click Save.

Note

When you save, two things happen:

The Inventory—Setup—Inventory Codes submenu refreshes to show any changes to the label of the default User Code.

The Codes/Descriptions you added/edited in the table are saved as options for the various lookups in Setup—Global Setup Item Master.