Defining Lookup Codes

Use the Lookup Codes window to define lookup codes in Purchasing.

Purchasing uses lookup codes to define lists of values throughout the system. You can add your
own codes to those initially provided for some of the lookup codes.

For example, Purchasing supplies the following Supplier Type codes: Employee and Supplier.
You might want to define an additional code called Consultant to use for the purchase of
consulting services.

Attention: You cannot change or delete codes once you have added and saved them, but you can
change the code descriptions.

To define lookup codes:

1. Navigate to the Lookup Codes window from the menu.

2. Enter one of the following predefined code Types: 1099 Supplier Exception, Acceptance Type,
FOB (free on board), Freight Terms, Minority Group, Pay Group, PO/Requisition Reason, Price
Type, Quotation Approval Reason, Reply/Receive Via, and Supplier Type.

3. Enter up to 25 characters as a unique code you want to add to those already provided.
Purchasing provides the following codes for the listed code types:

1099 Supplier Exception: Purchasing provides no 1099 Supplier Exception codes, but you can
define your own. These codes are used only in the Payables reports: 1099 Invoice Exceptions
Report and 1099 Supplier Exceptions Report.

Acceptance Type: Purchasing provides Accepted Terms, On Schedule, and Unacceptable

Changes.

FOB: Purchasing provides no FOB codes, but you can define your own. This code is printed on
your purchase orders.

Freight Terms: Purchasing provides no Freight Terms codes, but you can define your own. This
code is printed on your purchase orders.

Minority Group: Purchasing provides no Minority Group codes, but you can define your own.

Pay Group: Purchasing provides no Pay Group codes, but you can define your own.

Price Type: Purchasing provides Cost Plus Fee, Cost Plus Percentage, Fixed, Indexed, and
Variable.

Quotation Approval Reason: Purchasing provides Best Delivery, Best Design, Lowest Price, Only
Source, Quality, and Service.
Reply/Receive Via: Purchasing provides no Reply/Receive Via codes, but you can define your
own.

PO/Requisition Reason: Purchasing provides no transaction reason/transaction nature codes for

purchase orders, requisitions, RFQs, and quotations, but you can define your own.

Supplier Type: Purchasing provides Employee and Supplier.

4. Enter an Inactive Date on which the code is no longer active.

5. Save your work.