Classes

Classes classify the different kinds of events or jobs you work with. Classes are the middle tier in a three tier classification system you can define for events and jobs. The other two tiers are categories and types.

Classes are often used: 

• To search and report on various event and job screens
• To determine GL account(s) when creating journal entries
• To create operation reports with financial data
• By training organizations for course numbers
• Classify potential business when using group profiles or event opportunities

Add a Class

1. Click the Classes link from the Main Menu. The Classes screen opens.
2. Click the Add button. The Add Class screen opens.
3. Enter the following information:
   • Description - Name of the class.
   • Code - Unique alphanumeric value.
   • Scope - Select if the class is available for events (Event), jobs (Job) or both events and jobs (Both).
4. Click OK.

Change a Class Description or Scope

You can change the description and/or scope for the class after you have created it. When you change the description of a class , it updates wherever the class is used. If you don't want to update the already existing class data, then you must add a new class using the steps in Add a Class.

1. Click the Classes link from the Main Menu. The Classes screen opens.
2. Select the class to edit.
3. Right-click and select Edit. The Edit Class screen opens.
4. Update the description
5. Click OK.

When you change the scope of a class, you receive a prompt to select a class to replace the class that is no longer available for the event or job.

1. Click the Classes link from the Main Menu. The Classes screen opens.
2. Select the class to edit.
3. Right-click and select Edit. The Edit Class screen opens.
4. Update the scope. 
5. Click OK. The Replace screen opens.
6. Select the class from the drop-down to replace the removed class. 
7. Click OK.

Inactivate a Class

If you no longer use a class but want to keep record of it for reporting or other purposes, you can make it inactive. When you make a class inactive, it is no longer available for selection in the Class drop-down.

1. Click the Classes link from the Main Menu. The Classes screen opens.
2. Select the class to make inactive.
3. Right-click and select Edit. The Edit Class screen opens.
4. Check the Retire check box.
5. Click OK.

Delete a Class

If you no longer use a class and don't want to keep a record of it, you can delete it. When you delete a class that is used, you receive a prompt to select a class to replace the class you are deleting. You cannot undo the delete or delete and replace process.

1. Click the Classes link from the Main Menu. The Classes screen opens.
2. Right-click on the class to delete.
3. Select Mark for Delete.
4. Click the Save button. If the class is used, the Replace screen opens.
5. Select the class from the drop-down to replace the deleted class.
6. Click OK.