Cost Codes

Create and maintain cost codes for the additional costs you routinely incur on purchases. Each cost code records an apportion type that determines how the cost is spread across the lines of a purchase invoice. Cost codes are listed in a grid; you add and edit them through a dialog, and delete them from the grid.

Fields

Cost Code

The unique identifier for this cost code (up to 8 characters). This field can only be entered when inserting a new record; once saved it cannot be changed. Required.

Description

A short description of the cost code (up to 30 characters). Shown in lookups and on reports.

Apportion Type

Determines how a cost using this code is apportioned across the lines of a purchase invoice. Choose one of:

Cost - Apportion by the extended cost of each line.
Quantity - Apportion by the quantity on each line.
Volume - Apportion by the extended volume of each line.
Weight - Apportion by the extended weight of each line.
Manual - The cost is not apportioned automatically; you apportion it manually.

A new cost code starts with no apportion type selected. Choose one of the values above before saving. Required.

Actions

Insert New Record Opens a dialog to enter a new cost code, its description and apportion type.
Edit Opens the selected row in a dialog so you can change its description and apportion type. The cost code itself cannot be changed once the record exists.
Delete Deletes the selected cost code after you confirm.
Refresh Reloads the list to pick up changes made by other users.

Note: A new cost code starts with no apportion type selected. Apportion Type is required, so choose the value that matches how the cost should be spread before saving.

Cost Codes

Fields

Actions

In This Section

See Also