ARCodes

1. In the Navigation pane, highlight the Accounts Receivable > Setup > ARCodes folder.
2. Click . The New ARCode window opens.

   

3. Enter a unique Code for the ARCode. Shorter codes help streamline invoice entry.
4. Enter a Description of the ARCode.
5. In the Tax Category field, select the item tax category for the ARCode. The tax category determines whether the amounts on invoice detail lines which reference this ARCode are taxable.
6. If the amounts associated with the ARCode are subject to discount and should be included in the calculation of the discount basis amount on the invoice, mark the Subject to Discount checkbox.

7. In the Sales, Cost, and Inventory fields, enter the account masks to use to construct GL account codes on invoice detail lines.

   Note

   When an ARCode is entered on an invoice detail line, the account codes are built using account masks from the appropriate sources applied in the following order:

   • ARCode
   • attribute items (in reverse display order)
   • customer
   • customer class

   Beginning with the ARCode account mask, wildcards are replaced with corresponding values from the next mask.

8. Save the new ARCode.

The following table describes how the Combine feature handles ARCode data.

To combine two or more ARCodes:

1. In the Navigation pane, highlight the Accounts Receivable > Setup > ARCodes folder.
2. Start the Combine wizard using one of the following methods:
• To use filters to select the source ARCode(s) to combine:
1. Right-click the ARCodes folder and select Select and Combine from the shortcut menu.
2. On the Selection tab, define any filters to apply to the data.

   

• To hand-select the source ARCodes(s) to combine:
1. In the HD view, select the source ARCodes(s) to combine. You can use Ctrl and/or Shift to select multiple ARCodes.
2. Click .
3. On the Combine tab in the Combine Into field, select the target ARCode.

   

4. Click Next >>. ActivityHD prompts you to confirm that you want to combine the selected ARCodes.

   

5. Click Yes.

   

6. When the process is complete, click Finish.