Part Categories

Create Part Category Codes to Assign to Parts

Open the Part Category grid by clicking on its icon in the Data Grids tab of the ribbon menu.  Double-click in the gray area to create a new record or right-click and select 'New Record'.  Type out a short category code (usually an acronym) and then a short description of the part.  Check the Active checkbox if this part category is active, and check the Taxable checkbox if this part is taxable.

Other Tabs

• Custom Fields:  Custom fields are available for adding Characters, Dates, Numbers, and Check boxes.  Visit the Change Field Names help topic to learn how to edit these fields.
• Meta:  This is a READ-ONLY information tab used as a reference to view which user created the record and which user was the last to edit it, including the dates and times these occurred.

Assign a Part Category to Part Number Record

Within the General tab of the Edit Part Number dialog, select the Part Category from the 'Category' drop-down menu.

Last Updated:  8 July 2019