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Modify Item Information allows you to set up and edit items. Items must be entered before processing invoices. The program uses this information when entering invoices and computing late fees. Keep in mind that items can be as diverse or condensed as needed (e.g., Tuition or Preschool Tuition, Elementary Tuition, Sr. High Tuition).
This Section Includes:
Filters
There are a few options available in the Filters area:
- Item
- Description
- Revenue Centers: Select which (or all) revenue centers from which you wish to view items.
- Status: Select to Show All, Active, or Inactive items.
Click the Search button to display results or the Clear Filters link to reset all filters.
Item Information Grid
The grid displays items that match your selection with the following columns:
- Item
- Description
- Revenue Center: The revenue center to which the item is assigned.
- Account #: The income account on the item.
- Unit Price
- Active: A green check in this column indicates that the item is active.
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Setup: Hover over the Information
icon to display user and time information for when the item was set up and last updated.
Double-click on an item or click the Edit icon to edit an item in the grid. You can also click the Add New Item link to add a new item. Click the Delete
icon by any item in the grid to be prompted to remove it. You can only delete unused items.
Item Information > Update
Item Information: Update allows you to Add New Item or edit an existing item. Enter the Item name, Description, and select the Revenue Center to which the item is assigned. Select the Department Name and the Account # for the item. This is generally assigned to an income account, but you can specify any account type (asset, liability, capital, income, or expense).
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Changing the Description field
When you change the Description field on an item that is assigned to Recurring Charges, you receive the following prompt:
Click the Yes button to save changes to the item and change the Description on all recurring charges that use the item. Click the No button to save changes to the item and leave all existing recurring charges unchanged. Click the Cancel link to exit the window without saving changes. |
NOTE: Click the icon or press "s" in any field with the Search icon to display a Search window. Use the filter at the top to narrow down your selection. In the Account Search window, you can also specify the Account Type in a drop-down list. You can then double-click the item you want to select or click the item and click Select. Click the Cancel link to return to the Update page without making a selection.
Select Late fees on unpaid balance if late charges are applied to this item. The Include in Recurring Charges option allows this item to be used in recurring charges. Select Taxable if the item is subject to sales tax.
| For any item that you mark as Taxable, select any sales taxes on the right that do not apply to the item. |
The Unit Price field allows you to specify the default price of the item. Select the Commission option if a salesperson receives commission for the sale of the item. This allows you to print a Sales Report that lists all of the commissioned items. This report could then be used to figure the salesperson's commission.
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Recurring Charges
When you change the Unit Price on an item that set to Include in Recurring Charges you receive the following prompt: Click the Yes button to save changes to the item and change the item price on all recurring charges that use the item at its default price. Click the No button to save changes to the item and leave all existing recurring charges unchanged. Click the Cancel link to exit the window without saving changes. |
You can also select if the item is Active.
When finished click the Apply button to save changes to the item and start entering another item (this option is only available if entering a new item), the Update button to save all changes to the item and return to Item Information, the Reset link to undo all changes since the last time the item was updated, or the Cancel link to return to the prior page without saving.
Updated