Summary

The Business Type Maintenance window is used to create and maintain business types. Multiple business types can be organized under one Business Class grouping. For example, the business types Automotive Products, Chemical Products and Wood Products could all be organized under the business class Manufacturing. Business types contain a user defined code and description, SIC (Standard Industrial Classification System) code and NAICS (North American Industry Classification System) code.

Business types can be attached to classes using the Class Maintenance window (BT> Maintenance> Class> Open a class).

Business types can be attached to businesses using the Business Maintenance window (BT> Maintenance> Business> Open a business).

Step by Step

1     View the existing business types.

• Open the Business Type Maintenance window (BT> Maintenance> Business Type).
• The left section of the window will display all of the business types that have been created in the application. Select a business type in the left section of the window and the information attached to that business type will populate in the Maintenance section to the right.
• Highlight a business type and press DELETE or click the Delete icon if you would like to delete a business type.
  • You cannot delete a business type that is attached to a class (BT> Maintenance> Class> Open a class), or a business (BT> Maintenance> Business> Open a business> General tab> Business field). If you try to delete a business type that is attached to another record, an information window will open displaying the record it is attached to.
• Press INSERT or click the Create icon if you would like to create a new business type. This will create a new line item in the left section of the window and the fields in the Maintenance section will be enabled to enter the business type information.

2     Create or modify a business type.

• The Code field is used to identify a unique business type. The business code can be up to eight characters long.
  • This is the only required field in the window. All other fields are optional.
• The Description field is used to enter a description on the business type. The description can be up to 60 characters long.
• The SIC field is used to enter a Standard Industrial Classification System code. This code can be up to 40 characters long.
  • SIC codes are used to classify industries and are established by the U.S. Government.
• The NAICS field is used to enter a North American Industry Classification System code. This code can be up to 40 characters long.
  • NAICS codes are used to classify industrial activity in the United States, Canada and Mexico.
• Press ENTER or click the Save icon to save the business type.
• Once a business type has been created, you can add it to a class using the Class Maintenance window (BT> Maintenance> Class> Open a class).