MP8 provides a set of codes pertaining to all the Unit of measures, list of countries and currencies.
By default, MarginPoint 8 provides standard code definitions for a variety of different categories. By default, all codes in each of the following categories are made available to each company.
- Countries: List of all countries
- Currencies: List of all currencies
- Unit of Measure which includes the following:
- (Length): inch, cm, mm, etc.
- (Weight): kg, lb., grams, etc.
- (Volume): Cubic feet, cubic inches, etc.
- (Other): each, box, coil, case, carton, cup, etc.
These codes are universal international standard codes, and cannot be changed. If the system administrator has granted the required privileges, a user can remove codes not needed by a company. Restricting the number of codes available limits the number of items that show in drop-down lists.
For example, if a company is doing business only in a few countries, an administrator may choose to eliminate most country codes so that users see only relevant countries in drop-downs throughout the application.
2.2.1 Adding or Editing Company Codes
- At the far left of the home screen, click the Company tab to display the company navigation tree.
- Select the company to which the codes will pertain.
- In the menu bar, click the Administration drop-down.
- Click Company in the drop-down. The Administration> Company ribbon bar will appear.
- From Other box, click Company Codes.
*Note: Depending on your screen resolution, the Other box may not be displayed. If it is not displayed, the Company Codes Options can be displayed by clicking the ">>" symbol at the far right of the ribbon bar.
- Select Edit Company Codes option in the drop-down
- The Administration> Company ribbon bar > Edit Company Codes dialog box will appear, listing all company codes.Select Edit Company Codes option in the drop-down.
- Clear the check marks in the select column checkboxes for each code you wish to disable.
The codes you disable will not disappear. They will always be included in this list with cleared checkboxes, and can be enabled at any time by checking the checkbox.
If the View option is selected for the Company Codes option, only the codes selected for that specific category are displayed. With the Edit option, all codes are displayed.
- Checkmark new codes the need to be mark as active.
*Tip: A filter can be used to quickly search for a code. For example, when choosing UOM codes, highlight the column name where the filter is to be applied and click on the down pointing arrow on the column label and the Filter option will appear. Type in a value to filter the data for the current company code selection and press the tab key. Now the codes that match the current filter will be displayed. Once the desired code is found, place a check next to them. Remove the ‘X’ to the left of the filter to turn off the filter function.
- Click Save to save the changes you have made.
- Use the Select drop-down near the top of the window to select other code categories and repeat the procedure above to disable unwanted codes, and then click Save again to save the changes you have made. Changes must be saved before before another category can be selected.