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Manager Controls: Index and Other Code Maintenance     


Marketing Project codes are optional codes for Marketing, Customer and Sales data. See the Marketing Data Maintenance window help for more details of Marketing Project codes and their use.

Parts, Customers and Suppliers can be assigned two index codes each. As the name suggests, they are codes that are used to index or classify their respective Parts, etc.. Care should be taken in deciding the functions of these codes. Reports and commands can be selectively applied to index codes. Because of their extensive availability for this purpose throughout the system, they are a very powerful tool. These index codes must first be defined in the File — System Manager — Index Codes menu function.

Additionally, there is a set of Incoterms. Incoterms are the internationally agreed method of designating trading transactions which cross national borders. They define the limits of commercial responsibility for the selling party and so clearly define the limits of cost of the delivery of the goods. In the system customers and additional delivery addresses have default Incoterms for sales orders and jobs, and from there onto invoices. There are also default Incoterms for Delivery Details that are then applied to Purchase Orders and subsequently recorded in Purchase History.

There are two additional codes held in the same file and maintained in the same window, but from Masters — Quality Assurance — Scrap and Test Codes menu function. Scrap Reason codes are used in Work Order history to classify reason for Work Order scrapping (see the Log Work Order Operational Performance window for details). Test codes are quality tests that can be added to a test regime (see the Part Quality Assurance Regime Maintenance window for details).

You can select which index code is listed by clicking on one of the radio buttons.

To edit a description, click and pause on the desired code line in the description column. You will not be able to edit the description in the list. If you wish to change the code, delete the old one and create a new one. Within the File — System Manager — Company Details maintenance window, the user may set up default index codes which will be initially applied when creating new parts, customers, or suppliers.

File Path

File >  System Manager > Index Codes…

This file path takes you to the Index Code Maintenance window

Code List

Lists all index codes for the selected class. You can edit the description in the list. Click on the heading to sort the list.

 TIP: To edit cells in the list, select the line and click in the cell and hover the mouse over the cell. I.E. click once and pause with no mouse movement. The cell will then expand into an editable box in which you can enter different data. On leaving the box with any action like a tab or click elsewhere, the data is verified and the list returns to normal with the new data shown in the cell.

Code Type

0=Mkt. Project, 1=Cus1, 2=Cus2, 3=Part1, 4=Part2, 5=Sup1, 6=Sup2, 7=Scrap/NCR reason, 8=QA Test, 9=Incoterms.

Language Swap icon

Click to open the language swap maintenance by record or file window, as applicable, to translate available text into swap language.

New button

This will create a new (normally blank) record in the file. You will then be able to enter details for the record. Then confirm with an OK, or abandon the New record with a Cancel.

Delete button

Execute this button to permanently remove the currently selected record from the file. If you are permitted to delete the item, you will be asked for confirmation, otherwise an explanation will be given.

Will cause a report to be printed of the subject matter. Right-click to select report destination.

Compiled in Program Version 6.00.  Help date last modified on 14 December 2023.

Class widxedit (Index and Other Code Maintenance) last modified 25 May 2022 FP: File > System Manager > Index codes…

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