Overview

Lookup data is data that is not edited on a regular basis. Below is a list of items contained in the lookup section of the profile bar.

Lookups are accessed by clicking on the Lookups bar within the OrderStream profile. The majority of this data is typically added during database setup and you can also add, edit, import and update this data directly in the ActiveM.mdb database.

Lookup Name	Function
Accounting Systems	Accounting System Description
Cell	A group of identical Work Centers – used to assign labor operations to in a bill of materials
Cell Tasks	A list of common tasks performed at a cell
Cities	City Name
Contacts	Customer or Vendor Contacts used in Sales Order and Purchase Orders
Countries	Countries used in addresses – typically added automatically on import of customers and vendors
Currency Codes	Currencies used in transactions ex $CDN or $US
Cust Acct Set	Customer Group - required by financial accounting system - Customers in an Account Set must all have the same currency
Dist Codes	Used by some accounting systems
EarningCodes	Employee Earning Codes For Payroll Calculations
Employee	Company Employees
Employee Earning Codes	Employee Earning Codes For each Employee
Employee Job Classes	Employee Job Classes
FOB	FOB Description - used in Sales and Purchase Orders
GL Account Types	System Data - Income Statement, Balance Sheet or Retained Earning Account
GL Accounts	General Ledger Accounts - must match Financial Accounting System
JC OVH Type	User defined groups - Ex Material, Labor, Sub contract, Installation
Job Cost Cat	Job Cost Category - Used to Group Costs in User Defined Categories for Custom Report Purposes ex Direct Material and Direct Labor
Job Types	Job Types - User Defined Field used to classify Jobs -ex Mechanical, Electrical
Locations	Inventory Location - ex. Raw Material, Work in Process or Finished Goods
Price Lists	User defined - to calculate list prices and discount rules
Report Groups	User Defined - for custom reporting Items, Vendors & Customers can be attached to report groups
Rule Applies To	Used for Payroll Calculations
Rule Operators	Used for Payroll Calculations
Ship Via	Description of Ship Via - this is Available to Be Selected In Sales Orders And Purchase Orders
SICCodes	Description of SIC Code - used to classify customers if desired. Can be used on custom reports
Stat Codes	System Data
State/Prov	State or Province - used in address information
Term Modules	System Data
Terms Codes	Payment Terms Code Ex Net 30 - for Customers and Vendors
Territories	Description of Sales Territory
Titles	Job Title
UOMs	Unit of Measure
Vend Acct Set	Vendor Group - required by financial accounting system - Vendors in an Account Set must all have the same currency

Using the Locations lookup as an example, when you click on the Locations icon in the lookup section the following form appears.

Simply click on the record of interest. It will be highlighted in black as shown for the WIP Location.

Now right (or left) mouse click on the yellow bar. The form changes to what is displayed in the image below.

From the main spreadsheet view, select from the menu Record then Add to display the following form.

Complete all the information. It is important to select all fields when using the lookup forms or you may encounter errors. When you have completed all the fields select from the menu Record then Save.