UB> Maintenance> Category
Summary
Category codes are user-defined groupings that can be used to group and filter the information on reports. Category codes are attached to UB customer accounts using the Account Maintenance window (UB> Maintenance> Account> Account tab> Account sub-tab> Categories section). Click here for information on the Account sub-tab on the Account Maintenance window.
Step by Step
1 View the categories. 
- Open the Category Maintenance window (UB> Maintenance> Category).
- The Category Maintenance window will display all of the categories that have been created in the application.
- Highlight a category in the left section of the window and the information attached to the selected category will populate in the Edit Category section.
- Highlight a category and click Delete to delete the selected category.
- You cannot delete categories that are attached to customer accounts.
2 Create a new category.
- Click the Create button
to create a new category. This will add a
new line item to the data grid and the fields in the Create Category section will be blank to enter the information associated with
the category. - The Code field is used to identify each category. The value in this field must be unique and can be up to 20 characters long.
- The Description field is used to enter a description of the category. The value in this field can be up to 50 characters long.
- The Type field is used to enter a user-defined type for the category.
- Press ENTER or click SAVE when complete to save the category.