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).

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 ?????????????????????
• Press ENTER or click SAVE when complete to save the category.