Common Fields Used in this Chapter

Customer Price Group

Enter a value from user-defined code (UDC) table 40/PC (Customer Price Groups) that identifies a customer group. You can group customers with similar characteristics, such as comparable pricing. This field is optional.

Equipment Status

Enter a value from UDC 12/ES (Status or Disposal Code) that identifies the equipment or disposal status of an asset, such as available, down, or disposed.

Item Price Group

Enter a value from UDC 40/PI (Item Price Groups) that identifies an inventory price group for an item.

Inventory price groups have unique pricing structures that direct the system to incorporate discounts or markups on items on sales and purchase orders. The discounts or markups are based on the quantity, dollar amount, or weight of the item ordered. When you assign a price group to an item, the item takes on the same pricing structure defined for the inventory price group.

You must assign an inventory price group to the supplier or customer, as well as to the item, for the system to interactively calculate discounts and markups on sales orders and purchase orders. This field is optional.

Line Type

Enter a code that controls how the system processes lines on a transaction. It controls the systems with which the transaction interfaces, such as General Ledger, Job Cost, Accounts Payable, Accounts Receivable, and Inventory Management. It also specifies the conditions under which a line prints on reports, and it is included in calculations. This field is optional.

Codes include:

S: Stock item

J: Job cost

N: Nonstock item

F: Freight

T: Text information

M: Miscellaneous charges and credits

W: Work order

Parent Number

Enter the parent number to group related components together. You can associate each item of property and piece of equipment with a parent item. For example, you can associate a mobile telephone with a specific automobile (the parent), a printer with a computer (the parent), or a flat bed with a specific truck chassis (the parent).

Note: If this is a data entry field, the default value is the asset number. For example, if the asset number is 123, the system assigns 123 as the default parent number.

Proof of Purchase

Enter a code that indicates whether a customer has supplied a proof of purchase. If you leave this field blank, then the system enables the Date field. If you enter a value, the system disables the Date field. If you write a billable contract for an equipment record, the system disables the Proof of Purchase and Date fields.

Ship To Country

Enter a value from UDC 00/CN (Country Codes) that identifies a country. The country code has no effect on currency conversion. The Address Book system uses the country code for data selection and address formatting. This field is optional.

Serial Number

Enter a 25-character alphanumeric number that you can use as an alternate asset identification number. You might use this number to track assets by the manufacturer's serial number. You are not required to use a serial number to identify an asset. Every serial number that you enter must be unique.

Note: This field is required only if a processing option is set accordingly.

Service Package

Enter the user-defined service package which is a combination of service order type and coverage type used to define service support to which the customer is contractually entitled. A service package also contains response time and coverage group. This field is optional.

Subledger Inactive Code

Enter a code that indicates whether a specific subledger is active or inactive. Examples of inactive subledgers are jobs that are closed, employees who have been terminated, or assets that have been disposed. If you want to use subledger information in the tables for reports, but you want to prevent transactions from posting to the record in the Account Balances table (F0902), select the Inactive code.

Unit Number

Enter a 12-character alphanumeric code as an alternate identification number for an asset. This number is not required, nor does the system assign a number if you leave the field blank when you add an asset. If you use this number, it must be unique. For equipment, this is typically the serial number.

Warranty Float in Days

The number of days added to the duration of a base warranty to account for the sales cycle and delivery of a product. For example, for a product with a 90-day warranty and a 30-day warranty float, the warranty contract expires 120 days after the product is confirmed as shipped. If you update the installed base record to indicate the actual date that the end user received the product, the system disregards warranty float and indicates a 90-day warranty period that commences on the date of receipt. This field is optional.

Warranty Life In Days

Enter the number of days from date of sale or delivery until the warranty expires.