Parameters - Categories
Menu Selection: Document - Parameters - Categories
Purpose
This document provides the user with the ability to establish and modify categories.
Prerequisites
This document provides for the initial creation or editing of categories. There are no mandatory prerequisites, but the Name Key field is Search Only and refers to a Name and Address record that should be pre-defined.
Context
A Category is an important basic concept in LILAC 3. It permits Name & Address records and other records associated with Names & Addresses to be classified according to any desired scheme. Full referential integrity is preserved because the Category fields within Name & Address, Debtors, Creditors etc are search only fields. Therefore you must create a category entry here before you can insert an entity into the category.
Categories are used for several purposes. The management of mailing lists being one, and the creation of discount tables for sales & purchasing being another.
About This Screen
| Field | Enterable? | Instructions |
| Category | Yes | Type in the new category key. |
| Description | Yes | Enter in the name or description for the category. |
| Name Key | Yes | Type in the name and address key (to search, click the right mouse button or strike the F12 key). If the debtor has this category specified as category 2 in the Debtors Master Record (Debtors - Account), and the Use Cat2 Address is ticked, and documents for this debtor (such as Debtors - Statements, Sales - Order, Sales - Invoice, etc) will use the name and address specified, at the top of the documents, rather than the name and address record stored in the company set up. |
From Here
Create/modify a mailing list, discount tables, creditors, debtors, and categories.