Product Code Assemblies (WBS)

You access the Product Code Assemblies screen from the Accounting menu, shown below.

Figure 1

The Product Code Assemblies screen (see Figure 2) is where you can edit, add, and view Product Code Assemblies.

Sort  Product Code Assembly

Figure 2

** The currently selected heading to sort by will have the sort by icon next to it ()

1. Click any of the headings (see Orange box in Figure 2) to change the table to be sorted by that headings category.
2. Click the same heading again to change the sort by function to be descending instead of the default ascending.

Filter  Product Code Assembly

Figure 3

** Searching and clearing the filter leaves the current screen, so ensure you have saved all changes you wish to keep before completing one of these actions.

1. Click the "Filter" button at the top of the screen (see the Purple box in Figure 2) to open the filter menu (see the Figure 3) to search for specific results
2. You can enter, change, and select any of the inputs/items to obtain specific results or fewer.
3. To clear/reset a current filter press the "clear" button (see the Red box in Figure 3).
4. To re-generate the table using the filter click the "search" button (see the Green box in Figure 3)
5. To close/hide the filter press the "Filter" button again (see the Purple box in Figure 3).

Add Product Code Assembly

Figure 4

To add a Product Code Assembly, click the "add new" button (see the Green box in Figure 2).

1. Select a product code.
2. Enter a description
3. Select a unit of measure.
4. You can mark edit label.
5. You can mark edit qty.
6. You can mark the product code assembly as active or inactive.
7. To add the product code assembly and migrate to the edit screen of the newly added product code assembly click the "save" button (see the Green box in Figure 4).
8. To add the product code assembly and migrate back to the main screen click the "save & close" button (see the Red box in Figure 4).

Edit Product Code Assembly

** If you don't click on either the Save or Save and Close button and navigate off this screen, your changes will be lost.

To edit Item information, migrate to the edit page using the "edit" button (see Yellow box in Figure 2), just update any one of the input values and then select the Save or Save and Close button to save your changes.

Remove Product Code Assembly

** You can only delete a product code assembly if it is not in use

1. Click the "delete" button in the corresponding row of the Item you wish to remove (see Red box in Figure 2).
2. Click "OK" in the dialogue box that appears to confirm you wish to delete the record.

View Assembly

Figure 5

You can view the Product Code Assembly (PCA) detail by clicking the "View" button (see Teal/Cyan box in Figure 2)

Add PCA Detail

Figure 6

To add a detail item to the PCA, click the "Add New" button (see Green box in Figure 5).

1. Select a category.
2. select an item #.
3. The rest of the items/input can be changed but are not required.
4. To add the detail item and migrate to the edit screen of the newly added PCA detail item screen click the "save" button (see the Green box in Figure 6).
5. To add the PCA detail item and migrate back to the PCA detail screen click the "save & close" button (see the Red box in Figure 6).

Edit PCA Detail Item

** If you don't click on either the Save or Save and Close button and navigate off this screen, your changes will be lost.

To edit Item information, migrate to the edit page using the "edit" button (see Yellow box in Figure 5), just update any one of the input values and then select the Save or Save and Close button to save your changes.

Remove PCA Detail Item

1. Click the "delete" button in the corresponding row of the PCA Detail Item you wish to remove (see Red box in Figure 5).
2. Click "OK" in the dialogue box that appears to confirm you wish to delete the record.