Categories classify the different kinds of events or jobs you work with. Categories are the highest tier in a three tier classification system you can define for events and jobs. The other two tiers are classes and types.
Categories are often:
- Used to search and report on various event and job screens
- Used to determine GL account(s) when creating journal entries
- Similar to the account types your organization uses
- Used to differentiate business between multiple organizations if using a single Enterprise organization
- Classify potential business when using group profiles or event opportunities
Add a Category
- Click the Categories link from the Main Menu. The Categories screen opens.
- Click the Add button. The Add Category screen opens.
- Enter the following information:
- Description - Name of the category.
- Code - Unique alphanumeric value.
- Scope - Select if the category is available for events (Event), jobs (Job) or both events and jobs (Both).
- Click OK.
Change a Category Description or Scope
You can change the description and/or scope for the category after you have created it. When you change the description of a category, it updates wherever the category is used. If you don't want to update the already existing category data, then you must add a new category using the steps in Add a Category.
- Click the Categories link from the Main Menu. The Categories screen opens.
- Select the category to edit.
- Right-click and select Edit. The Edit Category screen opens.
- Update the description.
- Click OK.
When you change the scope of a category, you receive a prompt to select a category to replace the category that is no longer available for the event or job.
- Click the Categories link from the Main Menu. The Categories screen opens.
- Select the category to edit.
- Right-click and select Edit. The Edit Category screen opens.
- Update the scope.
- Click OK. The Replace screen opens.
- Select the category from the drop-down to replace the removed category.
- Click OK.
Inactivate a Category
If you no longer use a category but want to keep record of it for reporting or other purposes, you can make it inactive. When you make a category inactive, it is no longer available for selection in the Category drop-down.
- Click the Categories link from the Main Menu. The Categories screen opens.
- Select the category to make inactive.
- Right-click and select Edit. The Edit Category screen opens.
- Check the Retire check box.
- Click OK.
Delete a Category
If you no longer use a category and don't want to keep a record of it, you can delete it. When you delete a category that is used, you receive a prompt to select a category to replace the category you are deleting. You cannot undo the delete or delete and replace process.
- Click the Categories link from the Main Menu. The Categories screen opens.
- Right-click on the category to delete.
- Select Mark for Delete.
- Click the Save button. If the category is used, the Replace screen opens.
- Select the category from the drop-down to replace the deleted category.
- Click OK.
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