Open topic with navigation

Setup Questions User Codes - AP, AR, PO

Questions in this section are intended to help you make decisions about your setup for eFinancials and ePO (ePO does not include AR User Codes.) These questions follow the order of the fields as they are described in the Field List section of the topic for this page or form.

Field List

Refer to the following for more information: User Codes - Associated Pages.

Instructions

1. Print this topic. Right-click this topic to display a pop-up menu, and then select Print.
2. Confirm that you have read the setup details on the topic.
3. Answer each of the questions on this page.
4. Use your answers to set up the system.
5. Refer to the Setup Questions User Codes - Job Cost document for help with setup of Job Cost User Codes.

Questions for User Codes - AP, AR, PO

Accounts Payable

Approved By

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no check mark.

—If yes, click the check box to add a check mark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

Invoice Type

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no check mark.

—If yes, click the check box to add a check mark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

Location

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no check mark.

—If yes, click the check box to add a check mark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

Priority

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no checkmark.

—If yes, click the check box to add a checkmark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

Vendor Type

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no check mark.

—If yes, click the check box to add a check mark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

Accounts Receivable

For eFinancials only; not for ePO.

Customer Type

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no check mark.

—If yes, click the check box to add a check mark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

Cycle

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no check mark.

—If yes, click the check box to add a check mark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

Location

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no checkmark.

—If yes, click the check box to add a checkmark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

Priority

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no check mark.

—If yes, click the check box to add a check mark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

Sales Person

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no check mark.

—If yes, click the check box to add a check mark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

Service Type

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no checkmark.

—If yes, click the check box to add a checkmark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

Purchase Order

Confirming To

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no checkmark.

—If yes, click the check box to add a checkmark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

F.O.B.

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no check mark.

—If yes, click the check box to add a check mark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

Freight

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no check mark.

—If yes, click the check box to add a check mark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

Ship Via

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no check mark.

—If yes, click the check box to add a check mark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

Terms

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no check mark.

—If yes, click the check box to add a check mark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

See Also

User Codes - Associated Pages