Product Code Maintenance

Applies to: RollMaster (RM) Core
Use this article as a reference for the Product Code Maintenance module for setting up structural Product Codes, establishing default multi-branch G/L mappings, configuring automatic tax overrides, and managing specialized data extensions like dimension-based blind cuts.
Does Not Cover: Retail Lead Management (RLM).
Menu Path: Inventory Control > Product Code Maintenance
For other Inventory Control programs, refer to the Inventory Control module documentation.

This is one of the set-up modules that must be completed before inputting orders—it will most likely be pre-built by a RollMaster Trainer prior to system training. Once the set-up is complete, you may need to return to this module to add a Product Code for a new type of product line that is added to your store. (This would be a completely different type of product that does not fall under any existing product category.)

Product Codes are considered your catalog subheads, so most of these will already be covered in your initial system setup or be included in the B2B Product Codes for catalog importing. For instance, all of your 12’ wide non-B2B carpet styles will be under one Product Code; all of your non-B2B padding will be under another Product Code; all of your 12’ wide vinyl will be under another Product Code, etc. You cannot add any catalog items or inventory until these Product Codes have been created.

When you enter this module, the Product Code Maintenance screen will appear as follows:

Existing Product Codes, as in the example above, will display automatically. The Branch (1) field will default to the current Branch. If you have multiple Branches, you will perform this setup for each Branch. You can select a different Branch by using the drop-down arrow in the Branch field. All existing Branches will display and you can click on a different Branch to access Product Codes in that Branch. Please Note: An option to Copy Code to another Branch can be accessed by highlighting and then right-clicking on an existing Product Code in the box above. When you select this option, the system will prompt a Branch Selection screen as follows:

This screen will only display Branches where the selected Product Code does not currently exist. To copy to another Branch, highlight and then double-click to select. You can also right-click to prompt two options as follows: Select and Unselect. Once a “Y” is displayed in the Selected column for that Branch, you can click the Continue button to copy. The system will then prompt a Select G/L screen as follows:

The cursor will be positioned at the G/L Revenue (1) field. Click the G/L Revenue lookup button to call up a G/L Lookup screen, or type the G/L Account number in this field. Complete this step for all G/L fields and the click the Save button to complete the process.

Returning to the Product Code Maintenance box displayed above, you can also edit existing codes by double-clicking on a selected Product Code or by using the right-click button to select the Edit Product Code option. The Delete Product Code option will only be available for selection on Product Codes where there are no catalog items. From the Print (2) option at the top left of the screen, you can print a list of existing Product Codes. A drop-down list will display the following two options: Print Product Code Report and Select Printer. Select Excel from the Select Printer option to export the Print Product Code Report.

Several maintenance features are available from the Product Code Maintenance module and accessible via the Functions (3) menu located at the top left of the Product Code Maintenance screen. When you click this menu, the system will prompt a list of options as follows:

Please Note: The Estimating Software Import Maintenance, FloorMaster Setup, and MeasureSquare Setup options are all related to Add On Estimating products and will be used by RollMaster Personnel to complete setup. The remaining options will be explained in the order they appear in the Functions menu above. The Product Type Maintenance option allows you to create a list of Product Types for use on each Product Code to maintain consistency for the various reports that can be customized by Product Type. In some cases, your RollMaster Trainer will have already set some or all of these up for you. When you select this option, the system will prompt a Product Type Maintenance screen as follows:

Existing Product Types (1), as in the example above, will display automatically. The Inactive (2) column will display a “Y” if the Product Type has been set to Inactive—explained below. If you right-click on an existing Product Type, the system will display the following two options: Edit Product Type and Delete Product Type. Please Note: Once you are live in the system, if any relevant sales history exists for a Product Type Code, you should not delete that code. If you click on Edit Product Type, the system will display a Product Type Maintenance box as follows:

The only three functions you can perform in this screen are to change the Type (1) field, click the Inactive (2) box to make the Product Type inactive in the system, or unclick the Active in Leads (3) box to prevent a Product Type from being viewed in the Lead System Maintenance module. Click the Save button to keep your changes. In the main Product Type screen, you also have an option to create new Product Types by clicking the Add (3) button. The same screen above will prompt for you to create a new Type (1) for use in the Product Code Maintenance screen. It is important to note that with this feature, the system will not allow deletion of a Product Type that is currently in use on a Product Code. As a reminder, the Inactive (2) flag will hide a Product Type in the lookup screen unless that code already appears on the Product Code prior to the switch to Inactive.

The next two options in the Functions menu are set up modules for the Required Notes feature in the Quote & Order Entry modules. This setup allows for prompting questions that require a salesperson response, such as grout line width, subfloor type, etc. Please talk with your RollMaster Trainer or email an inquiry to support@rmaster.com for further assistance with how best to use this feature. The Product Code Note Maintenance screen will appear as follows:

At the Note Type (1) field, type the name of a Required Note category you wish to create, i.e., Tile. You must complete at least the first Note 1 box section to Save the Note Type. Once a Note Type (1) has been saved, you can exit and reenter to make additions/changes. You can also make changes to the Note Type (1) name and click the Rename (2) button to save the edit. At the Note (3) field, type the exact question or requirement for your Salespeople to complete. The Description (4) field should be a shortened version of the Note field; it will appear in the Line Comment screen along with the Salesperson’s responses to the required questions. The Response Type (5) radial button field determines how the Salespeople should respond: Text requires a typed response; Numeric requires a numbered response; and Selection requires a response that has been pre-setup in the Product Code Note Selection Maintenance screen. See explanation directly below. The final step is to select the Comment Type (6) from the drop-down menu—these are the same Comment Types that appear in the Line Comment feature that determine where the Required Notes will print.

When you enter the Product Code Note Selection Maintenance module, the screen will appear as follows:

The screenshot above contains several existing Selection Code options. To create a new one, click the Add button at the bottom right. The system will prompt PC Notes Selection Add/Update screen as follows:

The Code (1) should be a shortened version of the type of selection; you will see this Code in a drop-down menu when Selection is checked as a Response Type. The Description (2) is a longer description of the Selection Code. The New Selection (3) is where you will type any applicable selection for the Salesperson to make. Some examples include “Yes” and “No” selections for a yes/no question; existing subfloor selections such as Luan, concrete, etc.; grout size selections such as 1/4, 1/2, etc. Click the Add button to save each New Selection. With this setup complete, in the Product Code Maintenance setup box, you will see a Notes Required check box as follows:

With this box checked, you can use the drop-down Type menu to select a Note Type. Thereafter, when this Product Code is selected in the Quote and Order Entry modules, the system will pop up a Required Information box for salespeople to complete as soon as a Sale Quantity is entered as follows:

At this point, you can skip this next section for later setup and jump to the “Adding Product Codes” section to continue with adding Product Codes.

Accumulator Codes

The next to the last item under the Functions menu is as follows: Accumulator Code Maintenance. Please Note: this Accumulator Code Maintenance program has also been added as a module in the Sales Processing Setup Programs Menu and works the same as described here. This maintenance program is tied to the graphical Installation Schedule module, wherein Accumulator Codes are instrumental. Accumulator Codes are used to identify the principle installation Labor Lines on a Job, allowing the system to compute total yardage or footage scheduled for a given time period. For example, a Job may have 4 Labor Lines consisting of 100 yards of installation, 100 yards of rip/up, 100 yards of disposal, and 12 steps. The Accumulator Code should only be tied to the 100 yards of installation, so the system only counts 100 total yards, not 312, which would be inaccurate from a scheduling standpoint.

When you click on this option, the system will prompt an Accumulator Code Maintenance screen as follows:

The items in the above screen are typical installation descriptions. The Accumulator Scheduling Limits option will be explained below at the very end of the Accumulator Code Maintenance section. To add a new Accumulator Code, click the Add button. The system will prompt the following:

At the Code (1) field, type a one character code to represent a labor item. At the Description (2) field type a longer description for the Code. Click the Save button to save your new code and return to the previous screen. When you double-click on a highlighted Code, the system will prompt the following:

You can add/edit text in the Description field at any time. Click the Save button to save your changes and exit the screen above. In the main screen, if you right-click on any existing Codes, you can call up the Accumulator Code Maintenance screen above, or you can remove any unwanted codes by using the Delete Accumulator Code option. Once your Codes have been added, the next step is to access items in your Labor Catalog via the Catalog Maintenance module and add these Codes to each applicable “main” installation Labor Item. An example appears below:

At the Accumulator Code field, use the drop-down arrow to select an applicable Code. Continue until all main Labor Items have been assigned an Accumulator Code. Also, on each Labor Catalog Item, to assist with not over-scheduling, there is a Percentage field next to the Accumulator Code field that appears as follows:

Consider this field a percentage value of the duration of an installation. A percentage of 100% would be a normal or average setting for a typical type of install. Any increase in percentage would indicate that extra time is needed for the Labor Item, and a lower percentage would indicate less time is needed. For example, typical stretch-in carpet would be set at 100%. Patterned carpet installation would then need to be at about 125% or higher, and rip up could be set to 50% or lower. Just below the Percentage field, you will see a checkbox as follows: Ignore Additional Installation Days. When checked, the system will ignore any setup requiring this particular item to need additional days to install.

Another change you will note in the RollMaster System after this setup is completed, is in the Install Dates tab when scheduling installation. It will take into account the Capacity Limits set (explained below), Percentage field, and the Ignore Additional Installation Days checkbox to calculate a suggested number of days required to install when scheduling. When you click the Add button to schedule a Labor item, the Add New Install Dates box will still prompt, but you will now see a Total Days Required message, as in the screenshot below:

Scheduling Capacity Limits

The system allows for setting Installation Scheduling Capacity Limits on Accumulator Codes in the Catalog Maintenance module. This feature is designed for setting “Hard Limits” that cannot be exceeded when scheduling installation for a particular day. It also allows for blocking installation dates entirely, as in the event of holidays, and will allow key Users to raise or lower capacity limits for a particular day. The setup starts with accessing a Company Control 4 screen option that appears as follows: Company Accum Totals (R, B, C). This control determines at what level capacity is met for each type of installation: Region, Branch, or Company. There is also a User Control 6 screen option that allows key Users to override these limits. That control option appears as follows: Allowed To Override Installation Limits. Set to “Y” to enable this ability.

Once the Company and User Control items are set, you will move on to the Accumulator Scheduling Limits option available from the Accumulator Code Maintenance screen. When you click on this option, an Installation Scheduling Limits By Accum screen will appear as follows:

Prior to any Limits being scheduled, the default for all Codes is all “9’s” in each field. This is so that no limits can be met until they are intentionally set by the installation scheduling department. To Add or Edit Limits, click the Add New button at the bottom right, or you can highlight and right-click on an existing line. If accessing from a line, the system will prompt the exact Branch and Code to edit, whereas the Add New button will prompt a screen allowing you to select the Branch (1) and Code (2) as follows:

At the Max Qty Per Job/Day (3) field, type in the total feet or yards that can be installed per Job for the Day. For example, 200 yards of carpet or 500 feet of tile. The Additional Installation Days (4) field should be used for Accumulator Codes that typically require an extra day to complete, such as tile. For each day of the week in the Max Jobs/Day (5) section, type in a max number of Jobs that can be scheduled in a Day based on the Accumulator Code selected. For example, 5 carpet jobs, or 2 tile jobs. This will be individual to each company based on the number of crews you run on a given day. To block an entire Day, enter “0” in that field.

The feature to Block Install Dates can also be found in the Installation Scheduling Limits By Accum screen. At the top left, you will see that option as follows: Block Installation Days. When you click on this option, a Block Installation Days screen will appear as follows:

This screen will display any current blocked days. You can use the Block Day For All option at the top left to block an entire day for all Accumulator Codes. That screen appears as follows:

Select the Branch and the Date To Block and click Save to continue. To block only certain Accumulator Codes, or to revise the Qty Per Job or Max Jobs for a Day, click the Add New button to prompt the following screen:

Make your Branch, Accumulator, and Date To Block selections in the screen above. To leave the day blocked for the selection, click Save, leaving the remaining two fields set at “0.” To Revise the fields, enter an applicable Qty (1) and Max Jobs (2) prior to clicking Save.

Adding Product Codes

To create a new Product Code, click the Add button at the bottom right of the first Product Code Maintenance screen. The system will prompt the following:

The Special Setup (1) menu at the top left of the screen contains two options as follows: Dimensions Maintenance and Overbill Percentage Setup. The Dimensions Maintenance option is tied to the Dimensions (13) field in the screen above and will be explained below within that section of the documentation. The Overbill Percentage Setup option is only relevant to customers using the optional Build Order Module. If you’re interested in learning more about the BOM, please email info@rmaster.com.

At the Code (2) field, type in a two-digit alphanumeric code. At the Description (3) field, type out a description for the code. The Factor ID (4) field has a drop-down menu containing various factors that determine how each item is purchased, sold, or inventoried. The Factor ID establishes various information such as whether linear feet needs to be converted to square yards, whether or not a roll or dye lot number needs to be entered on inventory, whether the item is a material or labor Product Code, etc. When you click the down arrow, a drop-down list will appear as follows:

Each of the “Goods” Factor IDs correspond to a width of a roll good item. For example, all Product Codes for roll good items in 12’ widths will have a Factor ID of 01; a 15’ carpet Product Code should have a Factor ID of 04; a 12’ vinyl Product Code should have a Factor ID of 01, etc. The “02 - Tile/Boxes” Factor ID should be used for hard surface goods where you need to keep track of dye lot or run numbers. The “08 - Non Roll/Dye” Factor ID should be used for supplies, sundry items, items sold by the piece, hard surface items that do not require dye lot or run numbers, etc. RollMaster also recommends using the 08 Factor ID for carpet pad, because it allows inventory receipts to be accumulated together and then cost averaged for job cost purposes—see Accumulating/Cost Averaging Inventory Items below for additional info. This practice eliminates multiple inventory records for items that are received frequently such as pad and other supplies. Also, pad should be entered into the system in square yard or square foot quantities and sold by the square yard, or square foot—no conversion is necessary for pad. If a roll of pad contains 300 yards, it will be ordered, inventoried, and sold by each yard, or by the foot if you sell roll goods by the square foot.

The “09 - Non Inventory” Factor ID should be used on all special charge Product Codes where a cost and/or a sell needs to be added to a job, but the charge is not tied to inventory or labor, such as with adjustments, discounts, and finance charges, etc. The “10 - Labor” Factor ID should be used on all labor Product Codes. The “15 - Custom Factor” ID should be used only if you carry a product with a width other than what is currently listed in the drop-down menu. For example, if you sell a 13’ product, enter the Factor ID of 15; this will prompt a Custom Factor box to pop up below the G/L fields as follows:

In the Work Width field, enter the new width “13.” The Work Length, Sale Width, and Sale Length fields will always prompt the same data and cannot be accessed. If the Work Width contains inches, you need to convert inches to decimals when entering that figure, i.e. 6 feet 6 inches should be entered as 6.5. And finally, the “07 - Misc Items” Factor ID is rarely used. Consider using this Factor ID on Product Codes where you do not wish to accumulate and cost average inventory as with the 08 Factor ID.

Returning to the main Product Code Maintenance screen above, the Work Units (5) field displays in the Purchase Order and Receive Inventory screens in the system, as well as on various reports. Whatever unit of measure designation is most commonly used when ordering a product from a supplier should be entered here. For example, on roll goods the work unit is linear feet, or LF. There are only four characters available for display so you will need to abbreviate, i.e. LNFT, SQFT, EACH or LF, SF, EA, etc. The Sale Units (6) field will also print out on various reports. Whatever unit of measure designation is most commonly used when pricing material to a customer and when paying installers should be entered here. As with the Work Units, you only have four characters available to display so you will need to abbreviate.

All of the G/L fields (7) have a G/L Account Selection screen available, so you don’t have to know the exact G/L Account Number prior to setting up the Product Code. When you click on any of the G/L (7) buttons, the system will prompt a G/L Account Selection screen as follows:

Highlight the applicable G/L Account and then click the Accept button to continue. The following bulleted items explain each G/L (7) button:

• G/L Revenue - enter the applicable sales revenue account number that corresponds to the Product Code you are creating. For example, if you have a separate revenue account for material, labor, and freight, and you are setting up a Product Code for 12’ carpet, enter your material revenue account number in this field. For labor Product Codes, enter your labor revenue account number.

• G/L Cost Account - enter the applicable Cost of Goods expense account in this field. (Please Note: The labor Cost of Goods expense account is updated when you enter an installer invoice into the Open Item Maintenance module in the Accounts Payable menu. Special charge Product Codes impact job cost only and have no direct impact on the system G/L.)

• G/L Cost Freight - enter the applicable Cost of Freight expense account for each material Product Code.

• G/L Inventory Account - enter the applicable Inventory Asset account in this field for each material Product Code.

• G/L Inventory Freight - if you wish to keep track of your inventory freight in a separate asset account, you need to make sure the account is added to your General Ledger and then enter that account here so the system can keep track of your freight asset value separate from your material asset value.

Moving over to the top right of the Product Code Maintenance setup screen, the Product Type (8) field is tied to several reports, including Sales Analysis in the system. Setup for this drop-down menu field was explained at the beginning of this section, under Functions, and should be set up prior to adding Product Codes. Product Types also tie into the Work Order Instruction Sheet to enable customization—see that module explanation for more details. A Product Type must be selected for each material and labor Product Code.

The Discount (8) field will only display if the Company Control 3 option, Activate Invoice Discounts by PC, has been set to “Y” for yes. If this field is available, you can enter a discount percentage that will be applied during the invoicing process for all items under the displayed Product Code.

The Default Tax (10) field allows you to set the default for the Tax prompt in the Quote and Order Entry modules. Set it to “Yes” or “No” to control how the tax question prompts for catalog items within this Product Code. If this field is set to None, this system will read this field as blank and defaults will remain unchanged. You can lock this field by enabling an option in the User Control 3 screen that prevents a User from overriding this default. That option appears as follows: Allowed to change tax default.

The Remnant (11) field determines whether remnants can be sent to this Product Code. For most Product Codes, this will remain unchecked. However, for those few Product Codes designated for selling remnants, check this box and then review the Remnant feature instructions in the Inventory Maintenance section of this documentation. The

Inactive (11) field should only be checked to “hide” a Product Code that is no longer being used in the system, but contains sales analysis history. Deleting a Product Code with sales history will impact your Sales Analysis data.

The CARE (11) field only applies to customers who sell carpet in the state of California and must track CARE inventory. This field should be set to “Y” for yes on all broadloom and modular carpet Product Codes. Where this field has been set to “Y” for yes, the system automatically knows what amount to assess on each applicable CARE job. Important Note: Synthetic grass products do not fall under the CARE guidelines and should not be sold under a CARE enabled Product Code. Additionally, for Remnant Product Codes, the CARE field should also be set to “Y” for yes, and any non-carpet remnant items, such as vinyl, should not be mixed in under these Product Codes.

The Charge PST tax on Invoice Job Type (12) relates to Canadian tax laws and should only be checked on Product Codes where PST tax applies and can be charged based on Job Type. The Dimensions (13) field is designed for selling stock blinds that are “cut to fit” for a customer, though it is not limited to just blinds. When setting up this feature (partially explained above), two options specific to selling “cut to fit” blinds are to first create a “BLINDS” Product Type to add to any Product Code you create for selling blinds. Also, if you charge customers for cutting blinds to size, you can create a Special Charge Product Code for this charge, different from any other Special Charge Product Code. Use the following example for setup:

Once a Product Code has been created, add at least one Cut Charge Catalog Item for this charge. An example of a Cut Charge Catalog item appears below:

In addition to this optional setup, in any of the “cut to fit” blinds catalog items, you will find additional setup that needs to be completed. In the Edit Existing Catalog screen, just below the Consignment and Programmed check boxes, there are two size fields that appear as follows:

In the Width (Wd) field, type the stocking width of the blind. In the Length (Len) field, type the stocking length of the blind. This will ensure the programmed cuts cannot be higher than what appears in these fields and also allows the system to determine the maximum cut sizes allowed.

Once this setup is complete, you are ready to continue with the Dimensions (12) feature. (Please Note: after the initial setup has been completed, you will perform any edits via the Special Setup menu at the top left of the Product Code Maintenance screen, via the Dimensions Maintenance option.) When you check the Dimensions box the first time, the system will prompt a Dimensions Maintenance box as follows:

To control the maximum width and length cuts allowed and to set up charges for cuts, you will need to program the fields above for each applicable blind Product Code. In the first box, the Activate Cut Charge (1) box will be checked by default. If your company doesn’t charge for this service, you can un-check this box. If you charge for cuts, but only charge a single fee regardless of whether it is a width or length cut, you should also click the Single Charge (1) box. The two Select Item (2) buttons will prompt you to select a Cut Charge Catalog item (covered above). If you checked the Single Charge box, you will only use the first Select Item button at the top of the screen to program one Cut Charge item. Otherwise, you can select a Cut Charge for Width at the top and for Length at the bottom. At the Max Cut Width (2) field, type the maximum number of inches that can be cut from the width of the blind selected. At the Max Cut Length (4) field, type the maximum number of inches that can be cut from the length of the blind selected. These will also generate Comment Lines for the Work Order and Customer Copy. At the Skip Print on Agreement/Invoice boxes, you can set the default for how this prompts in the Quote and Order Entry modules. If this box is checked, the Cut Charge lines will not print on the Sales Agreement or Customer Receipt; instead, the charges will be reflected in the sale amount of the material line item, but only if the quantity of blinds and related cuts are equal.

As explained above, the Notes Required (14) and Type fields are used to set up required notes for Salespeople to answer required information when entering Quotes and Orders. With this box checked, you can use the drop-down Type menu to select an existing Note Type. See the Product Code Note Maintenance section above for further details. The last available field in the Product Code Maintenance screen appears at the bottom right as follows: Box Qty reflects SQFT/Piece (15). This controls the verbiage for the Sold by Box feature. When this box is checked, in Catalog Maintenance, instead of displaying “Catalog Item Sold By Box,” the system will display “Catalog Item Sold By Piece.” The quantity will also display as follows: SQFT/Piece. This change will flow through to the Quote, Order Entry, Purchasing, Work Order, etc. areas of the system.

Only for Product Codes with a Factor ID of 09 or 10, one additional feature will appear at the bottom right of the screen as follows: Exclude From Cost Review Sale Changes. With this box checked, in the Cost Review feature of Quote and Order Entry, this provides the ability to exclude the Sale Qty of a Labor or Special Charge Line Item from the recalculation of Total Sales on the Quote or Job. A use case for this is a Warranty on Installation, where you wouldn’t want the Sale Qty Price of what you are selling to change from what was originally entered. This does not apply to adjusting the cost or margin.

When you have finished adding all your Product Codes, you can begin entering non-B2B catalog items. If you have multiple locations, you will need to set up Product Codes in each Branch. If any of the Branches will be sharing a catalog, the Product Codes need to be set up identically except for the G/L account numbers. (The G/L account numbers will only be different if you are using separate revenue and expense account numbers for each Branch to create separate Income Statements.)

Accumulating/Cost Averaging Inventory Factors:

If you use a Factor ID of 02 or 08, the system will allow you to group inventory receipts together. During the Receive Inventory process, an item with an 02 Factor will default to a Roll # of “02” which you will need to accept for this to work. During this process, if the dye lot you enter in Receive Inventory matches an existing dye lot under that style with a matching “02” Roll #, the system will prompt you to add the inventory to the existing record. For the 08 Factor, which can be used for items such as pad, it will prompt a Roll # of “08” and a dye lot of “08” so all you have to do is hit enter through those prompts when receiving. The next time you order the same material, it will add the new inventory with the “08” Roll # and the “08” dye lot to the existing inventory record, eliminating a long list of partial inventory records-you will only have one record with the total inventory amount.

Important Note: When you use this feature, the value of the new inventory record will be averaged so that if a previous receipt was less expensive than a current receipt, the two will average together to create a new valuation for job costing purposes. When inventory is merged, the PO # from the last item merged will appear in the Inventory Maintenance screen. Also, when using the Review P.O. History feature in A/P, the last Invoice approved will generate the Invoice # for that inventory record. If you need to find the actual Invoice # for a PO you can look that up in P.O. History Inquiry, and the PO Number can be found through the Job Line Review feature. If cost or freight is changed during the Review P.O. History process, those changes will be averaged into the new value of the inventory. For items with a Factor ID of 02, the inventory records will only be combined where the dye lots match. This would include items such as ceramic, VCT, hardwood, etc. The 08 Factor should be used for items such as laminate, adhesive, metal, tack strip, supplies, etc. If you are ordering items with a factor of 08 for larger Jobs where you are receiving special pricing for just that Job, you should change the Roll & Dye lot numbers when the inventory is received so that the special pricing goes to that Job and the value is not averaged in with existing inventory.

The system will allow anyone with access to this module to enter into the Factor ID field for Product Codes with an 02, 07, or 08 existing Factor ID and will permit changes, but only if the change is to a Factor ID of 02, 07, or 08. For example, if you need to change an 07 Factor ID to an 08, the system will permit this, but it would not allow changing to roll goods, special charges or labor Factor IDs.