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Does AIMZ support main items and sub-items in the production codes?

You can use Group to collect the sub-items under a main item. Make sure heading lines in Excel are not imported as separate items, so amounts are counted twice.

You can collect sub-items, for example 5-digit codes, under a main item by using Group. Then you can group the table in Prod. codes and see the codes together per main item.

How to do it

  1. Go to Prod. codes.

  2. Set the same group on all the sub-items that belong to the same main item. You set it in the Group field in the edit form (the pencil) on the production code.

  3. Group the table by Group with the Group by button above the table. If you want to see the group as a separate column, turn on Group under Columns.

  4. Open a group to see the sub-items.

The Prod. codes table grouped by group. 1 points to the sub-items in the group 2. Technical, 2 to the Group by button, and 3 to the group row 2. Technical with the number of codes (4).

Good to know

  • The main item should not have its own budget if the sub-items have one. Then the amount is counted twice.

  • Check that heading lines in Excel are not imported as expense items. Remove them before import.

  • If a heading line has been imported as a separate item, you can correct or delete the item afterwards.

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