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Set Up User Codes Grid
Make the following menu selections to display this grid:
eFinancials—Setup—Global Setup—User Codes
or
ePO—Setup—Global Setup—User Codes
or
Job
Cost—Setup—Global Setup—User Codes
Inventory—Setup—Global Setup—User Codes
Use this grid to edit the Description or Active status
of one or more default User Codes. When you edit the Description field
for a User Code, the page refreshes and the new Description appears in
the related submenu(s).
Default User Codes are available in eFinancials, ePO,
Job Cost, and Inventory.
- eFinancials
user codes grid shows default AP, AR, and PO codes.
- ePO
user codes grid shows default AP and PO codes.
- Job
Cost user codes grid shows default JC codes. (Refer to Edit User Codes Overview—AP,
AR, PO, JC, MSA, Inventory for more information about MSA codes, which are a different type of user code used in Job Cost.)
- Inventory user codes grid shows IV codes.
Default User
Codes List
|
AP
Approved By
Invoice Type
Location
Priority
Vendor Type
|
JC
Account Group
Contract Type
Department
Estimator
Owner Class
Project Manager
Retainage
Sales Representative
Superintendent
Technical Representative
Work Type
|
|
AR
Customer Type
Cycle
Location
Priority
Salesperson
Service Type
|
|
|
PO
Confirming To
F.O.B.
Freight
Ship Via
Terms
|
IV
Class
Manufacturer
Subclass
User Code 1
User Code 2
User Code 3
 NOTE that only User Codes 1 - 3 appear when you select Inventory—Setup—Global Setup—User Codes because the Description fields for the default user codes Class and Manufacturer cannot be edited.
The Description field for Subclass can only be edited when accessed via the submenu.
|
| |
|
Fields
Grid Fields
This grid shows User Codes grouped by AP, AR, PO,
JC, and IV, as applicable. One or more groups of Codes may appear on the grid.
There is one line per code, and each Code is edited individually.
Columns
Active
Check the box and then the User Code will appear in the
related sub-menu for eFinancials, ePO, Job Cost, or Inventory, as applicable. Uncheck
the box and the User Code will not appear in the related submenu. Refer
to User Codes Overview
for more information.
If a User Code is being used when a Job Cost code is
set up, then the check box is checked but disabled. To enable
the check box so that it can be unchecked, remove the User Code from all
Job Cost codes.
Disabled 
Enabled 
Unchecked 
Module
Shows the related module for the User Code: AP,
AR, PO, JC, or IV.
User Code
Shows the default User Code name, as supplied
by the system.
Description
Shows the description of the default User Code.
This field is editable. The Description is used as the User Code label
in related sub-menu(s).
Example
For the default AP User Code "Approved
By," if the description is "Approval," then "Approval"
appears in the submenu after you save changes.
Button
Done
Click to save changes. Sub-menus refresh to show
changes.
Procedures
To Edit a User Code
- Access the User Codes
grid for an application:
eFinancials—Setup—Global Setup—User Codes
or
ePO—Setup—Global Setup—User Codes
or
Job Cost—Setup—Common—User Codes
Inventory—Setup—Global Setup—User Codes
- To change the status
of a User Code, check or uncheck the Active
check box. Refer to the Fields list for more information.
Check the Active box
to set the User Code flag to "active" so it appears on the related
submenu.
Uncheck the Active box
and the User Code does not appear on the related submenu.
- To change the label
that appears on related submenus
for the User Code, edit the Description field.
- Repeat steps above
for each User Code you want to edit. When finished editing User Codes, click
Done. Changes save and any affected submenu
refreshes.
Navigation
User
Codes - Associated Pages
eFinancials Setup Introduction
ePO Introduction
Job Cost Introduction
Welcome to Contracts
Inventory Overview