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<< Click to Display Table of Contents >> Update, Delete or Archive Unit of Measurement |
  
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<< Click to Display Table of Contents >> Update, Delete or Archive Unit of Measurement |
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In AccountMate, you may review and edit or delete an existing unit of measurement record. The changes you make will only affect the transactions that you post after you made the changes.
To update a unit of measurement code record, perform the following steps:
1.Access the Unit of Measurement Maintenance function from the General Maintenance group under the Maintenance main menu in the Inventory Control module. The Search screen is automatically displayed when this function is accessed.
2.Enter in the Search field the U of M code you wish to update. You may also scroll up or down the grid to locate the U of M code; then, double-click the code to select. As soon as a U of M code is selected, the details are displayed on their corresponding fields.
3.Review or amend the values in the following fields. Note however, that fields that are grayed out or inaccessible cannot be edited or changed:
•Symbol
•Status
•Description
4.When you are ready, click the Save button to save your changes; otherwise, click the Cancel button to disregard any changes.
To delete or archive a unit of measurement code record, perform the following steps:
1.Access the Unit of Measurement Maintenance function from the General Maintenance group under the Maintenance main menu in the Inventory Control module. The Search screen is automatically displayed when this function is accessed.
2.Enter in the Search field the U of M code you wish to delete and highlight the code; then, click OK. You may also browse through the pages to locate the U of M code; then, double-click the code to select. As soon as a U of M code is selected, the details are displayed on their corresponding fields.
3.When you are ready, click the Delete button from the function toolbar. Any of the following may occur:
•If the unit-of-measurement record is not assigned to another record, a message is displayed requesting confirmation to delete the record. Click Yes to confirm; otherwise, click No.
•If the unit-of-measurement record is assigned to another record, a message is displayed requesting confirmation to archive the record. Click Yes to confirm; otherwise, click No.
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Reactivate (Unarchive) Unit-of-Measurement Records
To reactivate or unarchive a unit-of-measurement record, perform the following:
1.Access the Unit of Measurement Maintenance function from the General Maintenance group under the Maintenance main menu in the Inventory Control module. The Search screen is automatically displayed when this function is accessed.
2.Click the New button to display the Create New screen.
3.Click the Archive Search button beside the U of M Code field. This will display the Archived Search window where you can select the archived U of M record that you want to reactivate or unarchive.
4.In the Archived Search window, enter in the Search field the U of M code that you want to reactivate or unarchive, highlight the record; then, click OK. Alternatively, you may browse through the search pages to locate the item record; then, double-click the U of M code to select.
5.A message will display asking for confirmation if you want to unarchive the record. Click Yes to confirm; then, click the Save button in the function toolbar.
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