UB> Maintenance> Category

Category Maintenance

 

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.