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general:setupcommoditycodetable

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general:setupcommoditycodetable [2020/02/10 21:48] – emorenogeneral:setupcommoditycodetable [2020/04/27 14:46] (current) – emoreno
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-\\ [[https://tcc-help.net/txeis/districtadmin/doku.php/tables/commoditycodes|District Administration > Tables > Commodity Codes]]\\  \\  You have two options to create the commodity code table that allows you to define "like types" of items. +\\ [[https://help.ascendertx.com/districtadmin/doku.php/tables/commoditycodes|District Administration > Tables > Commodity Codes]]\\  \\  The commodity code table allows you to define "like-types" of items. You have two options to create the commodity code table.
  
-Manually add the commodity code data. +1. Manually add the commodity code data. 
  
-OR  +VCV Click **+Add** to add a row.
  
-Upload a commodity code file. +^Group ID|Type a group ID to identify a group of "like-types" of items. This field can be a maximum of three characters.| 
 +^Commodity Item|Type a commodity item code to further narrow the group of "like-types" of items into a subcategory. This field can be a maximum of eight 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//). | 
 +^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.| 
 + 
 +VCV Click **Save**. 
 + 
 +  OR   
 + 
 +2. (**Recommended**) Upload a commodity code file.  
 + 
 +The upload feature allows you to import commodity codes to the commodity codes table by uploading a tab-delimited file. A complete file is available on the Texas Comptroller website; however, it contains many items that LEA's would not typically use. Contact your regional ESC consultant for a smaller file containing codes that are common to LEAs.   
 + 
 + 
 +VCV Click **Upload File**. The File Selection page is displayed. 
 +  * Click **Choose File** to select a file to be uploaded. The file name is displayed. 
 +  * 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 **Continue**. The Import Commodity Code Records report is displayed. Review the report to ensure accuracy. 
 +  * Click **Process** to upload the file. A message is displayed indicating that the import was successfully processed. 
 + 
 +\\ 
 +The threshold amount for the group of “like-types” of items is optional. 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. (covered in a later step)
  
  
general/setupcommoditycodetable.1581371284.txt.gz · Last modified: 2020/02/10 16:48 (external edit)

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