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tables:commoditycodes [2019/08/09 15:07] – emorenotables:commoditycodes [2021/02/10 15:36] (current) – emoreno
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 //**District Administration > Tables > Commodity Codes**// //**District Administration > Tables > Commodity Codes**//
  
-<WRAP round intro>This table is used to create and manage a list of commodity codes. Commodity codes allow for the grouping of “like-types” of items and the tracking of those items/purchases in both the Purchasing and Warehouse applications. +<WRAP round intro>This page is used to create and manage a list of commodity codes. Commodity codes allow for the grouping of “like-types” of items and the tracking of those items/purchases in both the Purchasing and Warehouse applications. 
  
-For additional information, reference the  [[https://tcc-help.net/txeistest/business/doku.php/academy/business_guide_purchasing_commodity_codes|Using Commodity Codes in TxEIS]] document.+For additional information, reference the  [[https://help.ascendertx.com/business/doku.php/academy/business_guide_purchasing_commodity_codes|Using Commodity Codes]] document. 
 + 
 +[[https://help.ascendertx.com/interfaces/doku.php/business/importcommoditycodes|Import Commodity Codes File Layout]]
 </WRAP> </WRAP>
  
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 ^Status|This field defaults to //A - Active// but can be changed. Click {{:images:dropdown.gif|Drop-down Arrow}} to select //I-Inactive//.| ^Status|This field defaults to //A - Active// but can be changed. Click {{:images:dropdown.gif|Drop-down Arrow}} to select //I-Inactive//.|
  
-Click **Retrieve**. A list of group IDs equal to and greater than the entered starting group ID with the selected status is displayed. +VCV Click **Retrieve**. A list of group IDs equal to and greater than the entered starting group ID with the selected status is displayed. 
  
 ====Add a group ID and/or a commodity code:==== ====Add a group ID and/or a commodity code:====
  
-For reference purposes, visit the Texas Comptroller of Public Accounts [[https://mycpa.cpa.state.tx.us/commbook/|Commodity Book]] page.+For additional information, reference the Texas Comptroller of Public Accounts [[https://mycpa.cpa.state.tx.us/commbook/|Commodity Book]].
  
-Click **+Add** to add a row.+VCV Click **+Add** to add a row.
  
 ^Group ID|Type a group ID to identify a group of "like-types" of items. This field can be a maximum of three characters.| ^Group ID|Type a group ID to identify a group of "like-types" of items. This field can be a maximum of three characters.|
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 ^Description|Type a description for the Group ID. This field can be a maximum of 30 characters.| ^Description|Type a description for the Group ID. This field can be a maximum of 30 characters.|
 ^Status|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a status for the commodity code (//A-Active// or //I-Inactive//). | ^Status|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a status for the commodity code (//A-Active// or //I-Inactive//). |
-^Threshold|Type the threshold amount for the group of "like-types" of items. This amount is used for reporting purposes.|+^Threshold|Type the threshold amount for the group of "like-types" of items. This amount is used for tracking and reporting purposes. The amount may be set to any threshold amount and is displayed on the Commodity Code Actual Cost Report.|
  
-Click **Save**.+VCV Click **Save**.
  
 ====Upload a file:==== ====Upload a file:====
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 The upload feature allows you to import commodity codes to the commodity codes table by uploading a tab-delimited file.  The upload feature allows you to import commodity codes to the commodity codes table by uploading a tab-delimited file. 
  
-++++Upload notes|{{page>general:uploadcommodityfile&inline}}+++++VCV Click **Upload File**. The File Selection page is displayed. 
  
-Click **Upload File**. The File Selection page is displayed. +VCV Click **Choose File** to select a file to be uploaded. The file name is displayed. 
  
-Click **Choose File** to select a file to be uploaded. The file name is displayed.  +VCV Click **Execute** to upload the file. The processing icon is displayed as the upload is processed. If there are errors or warnings, the Import Commodity Codes Errors report is displayed. 
- +
-Click **Execute** to upload the file. The TxEIS processing icon is displayed as the upload is processed. If there are errors or warnings, the Import Commodity Codes Errors report is displayed. +
  
   * Click **Continue**. The Import Commodity Code Records report is displayed. Review the report to ensure accuracy.    * Click **Continue**. The Import Commodity Code Records report is displayed. Review the report to ensure accuracy. 
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 ^{{:images:trash_delete.gif|Trashcan Icon}} |{{page>general:delete_a_row}}|  ^{{:images:trash_delete.gif|Trashcan Icon}} |{{page>general:delete_a_row}}| 
-^Print|Click to print the information displayed on page. | +^Print|Click to print the information displayed on the page. [[general:printreport|Review the report.]]|
  
  
  
  
 +{{indexmenu_n>30}}
  
  
tables/commoditycodes.1565363264.txt.gz · Last modified: 2019/08/09 10:07 (external edit)

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