Setting up Characteristics

Complete the Item Characteristics (ITC) form.
  1. Specify this information:
    Characteristic Code
    An identifying code for this characteristic.
    Characteristic Datatype

    The type of data to be held for the characteristic. Options are:

    • Alphanumeric range - for example, dress sizes between 10R to 14L.
    • Number range - for example, item sold in quantities between 5 to 10.
    • Date range - for example, sell by dates between 30/04/01 and 30/06/01.
    • Discrete value alphanumeric - for example, colour is blue.
    • Discrete value numeric - for example, number of wheels on toy is four.
    • Logical - for example, is the product flammable (Yes or No)?
    Short Heading
    The short heading, which is used where space is limited. If this is blank it defaults to the first characters of the description.
    Lookup Code
    A lookup code can be used to find a record, as an alternative to the record code. It is often set to a shortened version of the description. It is particularly useful if a record is often referred to using different codes. For example, the Chart of Accounts code for Fuel Expenses is 75201 and the Lookup Code is set to FUELEXP.
    Description
    The full name or description of the data item or record. This is used to identify it on reports and inquiries.
    Status
    Each static data record contains a status code that determines the current processing status of the record. A status is assigned to each static reference record, for example to every account, asset, customer and supplier. It determines the current processing status of the record.
    • Open - this status is set automatically when you add a new record, for example, if you create a new account. Open items are available for input, inquiry, processing and reporting.
    • Hidden - a record with a hidden status does not appear on any inquiries but is available for input, processing and reporting.
    • Suspended/Held - a suspended record.
    • Closed/Completed - a closed record cannot be used for input or processing. For example, you cannot post transactions to a closed account or analysis code.
    You can alter the status of a record at any time. You must use the options on the Action menu to change the status.
  2. Save your changes.