UB> Maintenance> Class

Class Maintenance

Summary

Classes are user-defined groupings that are attached to lots and used to filter and group the accounts that display on some reports (there are links to the reports that filter by account class below). Classes are attached to lots using the Lot Maintenance window (Lot icon > Lot tab> Class field). Classes are very similar to zones.

Classes can also be used when creating Query by Example reports. Click here for information on the Query by Example tool. (The class field is located in the Lot master table.)

Related Links

Click here for information on the Top Users Report.

Click here for information on the Summary by Class Report.

Click here for information on the Consumption by Class Report.

Step by Step

1     View the classes. 

 

• Open the Class Maintenance window (UB> Maintenance> Class).
• Select a record in the left section of the window and the Maintenance section will populate with the information of the selected record.
• To modify an account class, change the Description field and click the Save icon . You cannot modify the Class Code once an account class has been created.
• Highlight a class and click the Delete icon to delete the class.
• You cannot delete classes that are attached to lots.
• Click the Create icon to create an account class. This will create a new line item in the left section of the window and activate the fields in the Maintenance section to enter the account class information.

2     Create a new class. 

 

• Enter a Class Code. The value in the Class Code field can be up to 20 alphanumeric characters long.
• Once a class has been saved, you cannot modify the value in the class code field
• Enter the Description of the Account Class. The Description field can be up to 48 alphanumeric characters long.
• Click the Save icon when complete.

Springbrook Software

® All Rights Reserved 2017

Toll Free Support 866-777-0069