'Use as Category Only' check box on the Item record not displayed when using an Administrator Role

Use as Category Only check box on the Item record not displayed when using an Administrator Role

The Use as Category Only option allows a custom Role to create an Inventory Item and set it up so that it does not require an Account. 

 

Use as Category Only check box will only be available if Anyone Can Set Item Accounts preference is not enabled.

 

Anyone Can Set Item Accounts preference allows any Role with access to Item record to choose Accounts on Item records.

- When this preference is enabled, any Role with access can set Expense, Asset, Income and COGS Accounts on Item records.

 

 

When using an Administrator Role, Use as Category Only check box will not be displayed on the Item record for an Administrator can edit the Item record and set Accounts (under Accounting tab).

 

 

When using any Role with access to Item record, Use as Category Only check box will not be checked if Accounts on the Item record have been set up. Otherwise, it will be marked.

- Use as Category Only check box will not be displayed on the Item record when Anyone Can Set Item Accounts preference (under Setup > Accounting > Accounting Preferences > Items/Transactions tab > Accounts section) is enabled.