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.

Error

An Origin cannot be deleted from the database if it is associated with a record in another table; such as the account or transaction table.

If a transaction has not been created using the origin, it may be possible to edit the other tables and remove or change the origin and try deleting it again.

If a transaction has already been created using the origin, it is best to set the origin Inactive.

Related Links

Activate Categories and Subcategories
Reports

Categories

Category

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