Categories

Categories

A maximum of four (4) additional tables can be defined in Setup. These additional tables are used to help categorize transactions for additional reporting capabilities. Category names can be customized to match an organization'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 menu list with the given title.

Category

For this example, one of the four categories has been enabled and titled Origin. To open the new table, select Maintain | Category Name (Origin for our example).

Add a New Category (Origin)

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

A valid entry only requires a Code and a Description.

• The Code can be up to ten(10) 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 Changes 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 Changes button.

General Settings

Default Origin

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. 

Sub Cats (Subcategories)

The Category tables can have one or two subcategories. Subcategories help group items in a table for reporting purposes. To activate the subcategories, select Setup | Configure - Category #. Once active they will be included in the Sub Cats section of the category table. In the following example a subcategory labeled Type has been added. 

Each of the items in the table can be added to one of the user defined subcategories listed; None, City, Township, and Village in our example. The subcategory is available when running reports where the category (Origin) is selected as a Group Option. When one of these types is selected, only the category items belonging to that subcategory group will appear on the report.

Click the  Save Changes button to continue. To undo any changes, click the  Undo Changes button.

Custom Fields

Custom fields can be used to store additional category 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 the Category table.

To activate custom fields, select Setup | Configure - Category #. Once active they will be available in the Custom Fields section of the Category Table. In the following example two of the five fields have been enabled.

Click the  Save Changes button to continue. To undo any changes, click the  Undo Changes button.

Editing an Existing Category (Origin)

Changing the Origin Code

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

• Click the Change description button to save the changes and return to the Origin 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  Undo Changes 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.