Adding Commodity Codes to Transactions and Records

You can add commodity codes to transactions and records to provide for better reporting and tracking.

To add a commodity code to your transaction or record

1. When you are creating or editing a record, a Add Commodity Codes button may be displayed.

NOTE:  Some record types permit files to be attached; however, there are many that do not.

1. Click Add Commodity Codes.

The Commodity Code: Search page appears.

NOTE:  Click Browse Codes to view all commodity codes for the selected code type.

To search for a commodity code and add to transaction/record

1. To search for commodity codes, enter keywords to search.  To search for a specific commodity code, type the commodity code in the field.

2. Select any of the available code types.

3. Click Search.

The commodity codes that match your search appear.

4. If several matches were found, you may need to page through the list.  Click Previous Page or Next Page to page through, or select a page to go to from the page drop down list.  The list will automatically refresh.

5. You can sort the list by clicking the column title.  Click the title again to reverse sort.

6. Locate the commodity code you want to add, and then click Add.

7. Click OK to confirm the addition.

8. Repeat the process for as many codes as necessary.

9. Click Return to return to the transaction/record page.

To browse for a commodity code and add to transaction/record

1. To browse for commodity codes, click the Browse button at the top of the search page.

2. The Commodity Code: Browse page appears.

3. The top level commodity codes for the system's default commodity code family will be displayed.

4. To view another commodity code family, select the family from the drop down list.

5. To drill down into the code family, click the code links in the table.

6. To return to the top level from a lower level, click the Top link above the table.

7. To return to a higher level from a lower level, click the code level number above the table.

8. Locate the commodity code you want to add, and then click Add.

9. Click OK to confirm the addition.

10. Repeat the process for as many codes as necessary.

Returning to the transaction/record

1. Click Return to return to the transaction/record page.

2. The transaction/record page will list the commodity codes you added and a description of each.

3. To remove a commodity code that you added to a transaction/record, click the Remove link for that code.  Click OK to confirm the deletion.