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(v1) .Object Codes v2.1.4.7

Object Codes are used throughout PCR-360 to define valid accounting codes for use within the application. Object Codes are very important and are generally required fields within the application.

Adding an Object Code

Navigate to the Object Codes grid (see image above) Admin > Billing > Object Codes.

To add a new object code to the grid, click the Add button located immediately above the grid.

In the Object Code data entry form (see image above), the user is prompted to manually input a alphanumeric Object Code. Users can input any alphanumeric code less than 20 characters that is not already attached to an existing object code.

Enter a brief description of the type of expenditure in the field labeled Description. This is how the user organization's billing team identifies the type of expenditure associated with the numeric code.

Saving the New Object Code

Once all required fields have been satisfied, click the Save New button located at the bottom of the Object Code data entry form. The new object code will appear as an item on the original Object Codes grid. When a user inputs the new object code elsewhere in the application, the code and description will accompany the expenditure to its ultimate billing destination.

Editing Existing Object Codes

Admin Users can edit object codes by double-clicking on any item on the Object Codes grid or by selecting an item and clicking the Edit Selected button located immediately above the grid.

This action opens the item's Object Code data entry form, at which point the user can define the item's inputs by following the protocol established earlier in this section. Once all required fields have been satisfied, click the Save button at the bottom of the form.

Admin Users can delete existing object codes by selecting the appropriate item on the Object Codes grid and clicking the 'Delete Selected' button located immediately above the grid. The deleted object code can no longer be used as a valid input in Object Code data fields throughout the application.

Object Codes in Use

Object Codes are used in Expense and Revenue GLAs associated to Catalogs for Charges, Equipment and Services. If the Object Code is updated, or the description is edited, the changes will be visible on the related Catalog Records. But, if the Object Code is made Inactive, the Catalogs are still related to it. If an Object Code is desired to be retired, and replaced by a new one, a user will need to not only Inactive the old record, and create the new record, but any Catalogs that might have depended on the old Object Code will need to be manually updated to either use the new Object Code, or be set to Inactive as well.

To locate the Catalogs that need to be updated when replacing Object Codes, it is recommended to either use an AdHoc Grid or the SQL API Endpoint to locate everything related to the desired Object Code. By viewing a Bill "by Owner" a list of the summary of charges grouped by the Object Code can be found. This can be used to identify if there are any Object Codes that might need to be retired.

Help Desk Portal - Email: help@pcr.com - Phone: 616.259.9242