Summary

The Class Maintenance window is used to create and maintain business classes. Business classes are user defined groups of business types. For example, the business class Manufacturing could contain the business types Automotive Products, Chemical Products, Wood Products, etc. Business types are created and maintained in the Business Type Maintenance window (BT> Maintenance> Business Type).

Step by Step

1     View the existing business classes.

• Open the Class Selection window (BT> Maintenance> Class). 
• The Class Selection window displays all of the available business class codes and descriptions.

2     Create a new business class.

• To create a new business class, press INSERT or click the Create icon.
  • This opens the Class Maintenance window. The Class Maintenance window is split into two sections. The top section displays the class code and description.
    • The Code field is used to identify a unique class code. The class code can be up to 20 characters long.
      • This is the only required field in the window. All other fields are optional.
      • You will not be able to edit an existing class code field once it is saved.
    • The Description field is used to enter a description of the class code. The description can be up to 60 characters long.
• Press ENTER or click the Save icon to save the new class.

3     Edit an existing business class.

• Press DELETE or click the Delete icon to delete an existing class.
• To edit an existing class, highlight a class and press ENTER or click the Modify icon   in the Class Selection window (BT> Maintenance> Class). 
  • This opens the Class Maintenance window. The Class Maintenance window is split into two sections. The Maintenance section displays the class code and description.
    • The Code field is used to identify a unique class code. You will not be able to edit the class code name of an existing class code.
    • The Description field is used to enter a description of the class code. The description can be up to 60 characters long.
  • The Business Types section of the Class Maintenance window displays any business types attached to the selected class.
    • Press DELETE or click the Delete icon to delete a business type from the Business Types window. This will not delete the business type from the system, but it will disassociate that business type with the selected class.
    • Click the Create icon to add a business type to the selected class.
    • In the Business Type Selection window, double click a business type to attach it to the selected class. A business type can only be attached to one class.
    • To create a new business type from the Business Type Selection window, press INSERT or click the Create icon. You can also create and edit business types in the Business Type Maintenance window (BT> Maintenance> Business Type).
      • Enter a unique business type code in the Code field. The business type code can be up to eight characters long. This is the only required field when creating a new business type.
      • Enter a business type description in the Description field. The business type description can be up to 60 characters long.
      • Enter a Standard Industrial Classification System code in the SIC field. This code can be up to 40 characters long. SIC codes are used to classify industries and are established by the U.S. Government.
      • Enter a North American Industry Classification System code in the NAICS field. 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 created business type.
    • Press DELETE or click the Delete icon to delete a business type. This will permanently delete the business type from the database. 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.
    • You can also delete business types in the Business Type Maintenance window (BT> Maintenance> Business Type).
• Press ENTER or click the Save icon to save your changes in the Class Maintenance window.