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  • Subject: Re: ITEM CLASS
  • From: GeoMSagen@xxxxxxx
  • Date: Mon, 16 Apr 2001 17:42:31 EDT

Setting up a new class is a safe activity. How you use it can create issues.
Are you going to change the class of existing items, or use it in new items?
Is the item class being created strictly to use as a special charge code in
order entry?

From a CEA perspective, you need to do a few checks:

Scan your models for macros that reference the item class. If they are
flagged as advanced macros you need to anticipate if it is possible that the
items to which you are assigning the new class could possibly be referenced
in that model line. If so, alias the item class/macro combo to the correct
account. Common model lines that would contain item class would be Item Sales
Revenue (Billing), Special Charge Revenue (Billing), and Cost of Goods Sold
(INV920).

Also check your event determination settings for event macros that reference
item class. If an event macro could possibly resolve to the value of the new
item class you need to create an event with the same name as the item class.

Also many reports and inquiries are set up to filter and/or sort by item
class. Ask your users if your activity will interfere with their current
practices.

Best Wishes,

George Sagen

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