Item Code Selection

This screen allows a user to select item codes to be assigned to a particular record either by selecting the entire revenue group (left side) or by selecting individual item codes (on the right side of the screen). Currently, this screen is available through the Item Code Selection button found within Reduction Template Setup.

Figure 78: Item Code Selection

Using the Item Code Selection screen

The Revenue Groups listing on the left contains all available Item Codes. Select the group on the left to view the codes associated to it on the right side of the screen.

Selection Identifiers for Revenue Groups

Selection Identifiers for Item Codes

Options on the bottom of the screen allow you to select or clear all items displaying in the pane above. For example, pressing Select All for the right pane automatically includes all Revenue Groups and all associated Item Codes those groups. Conversely, pressing Clear All removes all selections on the grid.

To select individual Item Codes, select the appropriate revenue group from the left pane and then click on the individual Item Codes to select or unselect them.

Additional options include the ability to filter the Item Codes. Enter the phrase to identify which Item Codes you want to see and then press Search. If you wanted only those Item Codes that contain “Non-“ for example, enter “Non-“ in the Filter By field and press Search. To remove the search, clear the entry and press Search again.

By default the screen displays the Item Codes by their name. Alternatively, you can check the Sort Item Codes By Number option to arrange the codes by their numeric identifier.

Check the Apply at the Group Level option to automatically apply based on the Revenue Group assignment, ignoring the Item Code selection. When this option is not checked, the application attempts to qualify a record based on the Item Code first and then the Revenue Group.