Categories 1 & 2

Categories provide flexible, user-defined classification codes for grouping and filtering records across multiple modules.

Overview

Each module that supports categories provides two independent category lists, Category 1 and Category 2. Categories can be set up for:

Use Categories to:

Note: Category 1 and Category 2 can be renamed to more meaningful names in each module's settings. When a renamed alias is configured, that name is used as the page title and throughout the application for that module.

Category Fields

Code

Unique code used to identify the category. Entered in upper case (text is automatically capitalised as you type).

Read-only when editing.

The code can only be entered when inserting a new category. Once created, it cannot be changed.
Description

The code description that appears in reports and selection lists.
Inactive

When selected, the category becomes inactive and will not appear in lookup lists for new records.

Actions

Using Categories

Assignment

Categories are assigned to records in their respective maintenance screens (Customer Maintenance, Product Maintenance, etc.).

Each record can have one Category 1 value and one Category 2 value.
Reporting

Categories appear as filtering and grouping options in reports and analysis screens throughout the system.
Independence

Category 1 and Category 2 are completely independent. They can be used for different classification schemes.

See Also