Add an Asset Category Code - Common Procedure

These are generic procedures that are common across all or multiple areas of Lucernex. As such, these procedures do not call out specific navigation to the page.

See our Activate or Deactivate a field Option article to learn how to activate or deactivate a field option.

To add an asset category code:

1. Click to the immediate right of the Category field.

   The field might also be labeled Asset Category or Maintenance Category.

   A window opens.

2. Click Add Category Code.

   The Add Category Code window opens.

3. Enter the type of category in the Type field.

4. Enter a description of the category in the Description field.

5. Enter the general ledger number associated with this category in the GL Number field.

6. Enter the sub account number associated with this category in the Sub Account field.

7. Enter the do not exceed amount in the DNE Amount field.

8. Select the portfolio you want this category code to be available for from the Available for the following Portfolios / Capital Programs field.

   All Portfolios / Capital Programs is selected by default. You can select multiple options.

9. Click Add.

   The window closes. The category code you created appears as selected in the field.