Project Category
Maintain Project Category
Help
Maintain Project Category
Window Type
Maintain
Tabs
Project Category
Description Maintain Project Category
The Single Row Layout checkbox indicates if the default display type for this window is a single row as opposed to multi row.
If not selected, the user cannot create a new Record. This is automatically disabled, if the Tab is Read Only.
Fields
Client
Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.
Organization
Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.
Search Key
Description Search key for the record in the format required - must be unique Help A search key allows you a fast method of finding a particular record. If you leave the search key empty, the system automatically creates a numeric number. The document sequence used for this fallback number is defined in the "Maintain Sequence" window with the name "DocumentNo_", where TableName is the actual name of the table (e.g. C_Order).
Name
Description Alphanumeric identifier of the entity Help The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.
Description
Description Optional short description of the record Help A description is limited to 255 characters.
Active
Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.
Default
Description Default value Help The Default Checkbox indicates if this record will be used as a default value.
Project Category
Description Project Category Help The Project Category determines the behavior of the project: General - no special accounting, e.g. for Presales or general tracking Service - no special accounting, e.g. for Service/Charge projects Work Order - creates Project/Job WIP transactions - ability to issue material Asset - create Project Asset transactions - ability to issue material
Project Category Parent
Description Project Category Parent
Print Color
Description Color used for printing and display Help Colors used for printing and display