Use the Item Categories tab to set up categories for purchase order and inventory items.
Enter the item categories that all of your companies use if your firm has multiple companies in Vision. You also must specify the item categories that you want each company to use on the Item Categories tab in
. The item categories that you add in Purchasing & Inventory System Settings display in the drop-down list in the
Category field on the Item Categories tab In Purchasing & Inventory Company Settings. In Purchasing & Inventory Company Settings, you also specify other information for item categories, such as general ledger accounts and other information such as whether an item category is taxable. These settings help automate data entry and processing of items throughout Vision.
Grid Toolbar
| Field | Description |
|---|
| Items Category Drop-Down
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Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
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| Insert
|
Click this option to add a blank row in the grid, and enter a new item category. The new row is inserted below the row that you have your cursor on when you click the option.
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| Copy
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Select a row, and then click this option to make a copy of the row in the grid from which you can create another item category.
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| Delete
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Select a row, and then click this option to delete the item category. An item category cannot be deleted if it has already been used in Vision.
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Grid Fields
| Field | Description |
|---|
| Category
|
Enter a short identification code for the item category.
|
| Description
|
Enter a description for the item category.
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| Type
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From the drop-down list in this field, select a type for the item category.
Options are:
- Materials & Supplies — Use this type for any purchased items that do not include labor. Items with this type will not generate an associate equipment item in the Equipment Info Center.
- Capital Items — You can enter items with this type of category through the purchase order process or directly in the Equipment Info Center. When you enter an item with the capital items category type on a purchase order, you must enter a project for it on the Default Distribution tab on the Purchase Order form. A project is required even if you do not have the
Cost Distribution in P.O. check box selected in the Required Data section of the General tab in Purchasing & Inventory Company Settings. When you enter only one project for a capital item on a purchase order and final print the purchase order, an equipment item is created automatically for it in the Equipment Info Center.
- Services — Use this type for purchased labor for a stated piece of project scope. Items with this type will not generate an associate equipment item in the Equipment Info Center.
- Equipment — You can enter items with this type of category through the purchase order process or directly in the Equipment Info Center. When you enter an item with the equipment category type on a purchase order, you must enter a project for it on the Default Distribution tab on the Purchase Order form. A project is required even if you do not have the
Cost Distribution in P.O. check box selected in the Required Data section of the General tab in Purchasing & Inventory Company Settings. When you enter only one project for an equipment item on a purchase order and final print the purchase order, an equipment item is created automatically for it in the Equipment Info Center.
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