Categories

Categories

A maximum of four (4) additional tables can be defined in the Setup. These additional tables are used to help categorize transaction for additional reporting capabilities. Category names can be customized to match an organiation's naming preferences. For example many solid waste businesses need to track where the waste is coming from. A category is enabled, Origin is a common title given to the table.

To enable additional category tables select Setup | Configure - Category #. Once the new table is enabled it will appear in the Maintain list with the given title.

For this example Category 1 has been enabled and titled Origin.

Add a New Category (Origin)

To add a new Origin, click the  New button. A blank form appears.

A valid entry only requires an Code and a Description.

• The Code can be up to twenty (20) characters in length and is an alpha numeric field.
• The Description can be up to sixty (60) characters in length.

Enter a valid Origin Code and Description. Click the  Save button to continue.

• Inactive – When checked, this origin is inactive. It will not appear in any drop-down lists on other screens.

To undo any changes click the  Undo button.

General Settings

Default Material

A default origin code other than -1 None can be selected by checking the Default Origin options box. The origin selected as the default origin will be used during a transaction. The default origin selected for an individual customer account will override this option. 

Custom Fields

Custom fields can be used to store additional information. This information can be printed on tickets or used when exporting data for other software application such as 3^rd party accounting systems.

Up to five (5) custom fields can be activated for a category table.

To activate custom field, select Setup | Configure - Category #.

Editing and Existing Category (Origin)

Changing the Origin Code

To change the Origin Code for an existing Origin, select the material from the list or use the search field. Make desired changes and click the  Save button. A window similar to the following appears.

• Click the Change existing code button to change the code and save.
• Click the Cancel button to not save changes and restore the original value
• Click the Make a copy instead button to create a new record. 

Changing the Origin Description 

To change the Origin Description for an existing material, select the material from the list or use the search field. Make desired changes and click the Save button. A window similar to the following appears.

• Click the Change description button to save the changes and return to the Material Table.
• Click the Cancel button to cancel all changes.

Delete a Category (Origin)

To delete an Origin, select the origin from the list or use the search field and click the Delete button. A window similar to the following will appear.

Click Yes to delete the origin. Click No to cancel the deletion and return to the origin table.