Category Types (Master Files)

Category Types – Display Mode

The Category Types – Maintenance Form initially opens in the display mode. This form controls the choices that appear in the Category and SubCategory drop down controls. The information fields include the following.

  • Category Types: This indicates a broad area of operation for your business. Besides the categories shown here, categories might include Facility Management, Marketing, Tech Services, etc.
  • SubCategory Types: SubCategories hone in on the specific area of the business (i.e. Digital Security, Audio/Visual Equipment, Title Services).
  • Rec ID: The system record ID # assigned by POSY.
  • Inactive: If checked, the record is Inactive and will no longer appear as an option in the associated dropdown list.

  Initiating A Transaction: To initiate a transaction (edit a record or create a new record) use this Transaction Toolbar.

Documenting Record Edits: POSY automatically documents edits made to any record after its initial creation. If edits have been made, this button will be enabled. Clicking it will open the Edit Documentation Form.

  (Enabled) Edits have been made to this record.

  (Disabled) No edits have been made to this record.

Category Types – Edit Mode

  Select A Record To Edit: To select a record, click the record selector box at the far left of the record’s row. You will see this Pointer Icon to indicate which record is currently selected. (See the Display Mode form.)

  Put The Form In Edit Mode: By clicking the Edit Button.

  • When placed in edit mode, the main form is disabled (grayed out) and the edit record section of the form is opened.

Editable Fields: Edits to existing records should only be made for typos, or to slightly modify the record’s original intent.

  • Category Types: This indicates a broad area of operation for your business. Besides the categories shown here, categories might include Facility Management, Marketing, Tech Services, etc.
  • SubCategory Types: SubCategories hone in on the specific area of the business (i.e. Digital Security, Audio/Visual Equipment, Title Services).
  • Inactive: If checked, the record is Inactive and will no longer appear as an option in the associated dropdown list. To reactivate the record, just clear this field.

Locked Fields:

  • # of Changes: Number of changes made to this record during this edit.
  • # of Errors: Number of fields with an error.
  • Rec ID: The system record ID # assigned by POSY.
  • Created – By: Who created this record.
  • Date: Date record was created.

  Finalizing The Edit: To complete the transaction, use the Save Changes toolbar.

  •   Cancel: Click this button to Cancel this edit and return to Display Mode.
  •   Save: Click this button to Save this edit and return to Display Mode.
    • The edit can be saved if 1) changes have been made and 2) there are no errors.
    • Changes are indicated by a drop shadow on the field that has been changed. (See Image)
  •   Save Disabled: The Save button is disabled when the edit is not ready to be saved.
    • The edit CAN NOT be saved if 1) NO changes have been made OR 2) there are errors.
    • An error is usually when a required field is missing. (Field background will be Pink.)
  • Note: Once a edit transaction has been started, it must be finalized properly before you can close the form. If not finalized, as  defined above, you will see the following message box.

Category Types – Create Mode

No Specific Record Needs To Be Selected: …to create a new record.

  Put The Form In Create Mode: By clicking this Create Button.

  • When placed in create mode, the main form is disabled (grayed out) and the new record section of the form is opened.

Editable Fields:

  • Category Types: This indicates a broad area of operation for your business. Besides the categories shown here, categories might include Facility Management, Marketing, Tech Services, etc.
  • SubCategory Types: SubCategories hone in on the specific area of the business (i.e. Digital Security, Audio/Visual Equipment, Title Services).
  • Inactive: There would be no point in creating a new record if you are going to immediately Inactivate it (although you can).

Locked Fields:

  • # of Errors: Number of fields with an error.
  • Rec ID: The system record ID # will be assigned by POSY when the record is saved.
  • Created – By: Automatically populated with the user creating the record.
  • Date: Date record was created.

  Finalize Creating The Record: To complete the transaction, use the Save Changes toolbar.

  •   Cancel: Click this button to Cancel the record creation and return to Display Mode.
  •   Save: Click this button to Save the new record and return to Display Mode.
    • The new record can only be saved if there are no errors.
  •   Save Disabled: The Save button is disabled when the new record has an error.
    • An error is usually when a required field is missing. (Field background will be Pink.)
  • Note: Once a create transaction has been started, it must be finalized properly before you can close the form. If not finalized, as  defined above, you will see the following message box.
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