Cost Code Updates

Data Source: COSCUPD

To open the Cost Code Updates screen, hover over the Configuration link from anywhere within IntelliDealer and select Parts> Costing> Cost Code Updates from the drop down list.

The Cost Code Updates screen allows you to search for, edit, copy and add cost code updates.

The Cost Code Updates screen allows you to enter values into the system used to calculate the values on the Cost Code Order Creation screen.

The following sorting options appear on the Cost Code Updates screen:

Sort by
Field	Description
Cost Code	Sort the search results by cost code.
Location	Sort the search results by branch location.
Currency Code	Sort the search results by currency code.
Order Type	Sort the search results by order type.

The following search fields appear on the Cost Code Updates screen:

Field	Description
Select Location	Search for a cost code by entering a branch location.
Select Cost Code	Search for a cost code by entering a cost code.
Select Cost Code Type	Search for a cost code by selecting a cost code type radio button (e.g. order creation or order update).
Select Currency Code	Search for a cost code by selecting a currency code from the drop down list (e.g. Canadian funds).
Select Order Type	Search for a cost code by selecting an order type from the drop down list (e.g. stock order or machine down).

The following fields appear on the Cost Code Updates screen:

Field	Description
Cost Code	The cost code the values will apply to when setting up costing factors on the Cost Code Order Creation screen.
Location	The branch location of the cost code.
Currency Code	The currency code, type of funds (e.g. Canadian funds).
Currency Rate	The cost codes rate of currency.
Type	The order type (e.g. SO - Stock Order or MD - Machine Down).
Discount	If applicable, the cost code discount percentage.
Duty	If applicable, the cost code duty charge percentage.
Freight	If applicable, the cost code's freight charge percentage.
Other	If applicable, any other cost code charge percentages.
Factor	The current currency exchange rate set up for the selected order type. Note:   Factor values are set up on the Cost Code Order Creation screen.

Move the cursor over a Cost Code and select Edit from the pop-up menu to edit a cost code.

Move the cursor over a Cost Code and section Copy from the pop-up menu to copy a cost code update.

Click on the Need to create a new cost code update? Click here to add link to add a cost code update.

The following button allows you to complete your work on the Cost Code Updates screen:

Button	Function
Close	Closes the Cost Codes Updates screen and returns to the Configuration Quick Links screen.