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Create and Edit Status, Category, and Sub Category, and Payment Codes

The processes for creating new Status, Category, and Sub Category codes all follow similar steps. In this topic, we will describe how to create each of these codes from the Contracts Codes Setup screen (Setup > Contracts > Codes).

Contract Status Codes

To create a contract status code, follow these steps:

  1. In the Setup menu, go to Contracts > Codes
  2. Make sure the Segment drop-down menu shows the correct segment
  3. In the Code List, select Status Codes

  4. Click New Code

  5. In the Code field, enter a code to represent the status
  6. In the Description field, enter a brief description of this status
  7. By default, the options to show the new code are checked but if you would like to hide the code in New and Edit, uncheck Show in New/Edit

  8. To hide the code in Query, uncheck Show in Query

  9. Click Save to add the new code

To edit an existing code, select Edit (the pencil icon) next to the code. To delete an existing code, select Delete (the red X) next to the code. Codes that are associated with an existing record cannot be deleted.

Contract Category Code

To create a new contract category code, follow these steps:

  1. In the Setup menu, click Contracts > Codes
  2. Make sure the Segment drop-down menu shows the correct segment
  3. In the Code List, select Category Codes

  4. Click New Code

  5. In the Code field, enter a code to represent the category
  6. In the Description field, enter a brief description of this category
  7. By default, the options to show the new code are checked but if you would like to hide the code in New and Edit, uncheck Show in New/Edit

  8. To hide the code in Query, uncheck Show in Query

  9. Click Save to add the new code

To edit an existing code, select the Edit button (the pencil icon) next to the code. To delete an existing code, select the Delete button (the red X) next to the code. Codes that are associated with an existing record cannot be deleted.

Contract Sub Category Code

To create a new contract sub category code, follow these steps:

  1. In the Setup menu, click Contracts > Codes
  2. Make sure the Segment drop-down menu shows the correct segment
  3. In the Code List, select Sub Category Codes

  4. Click New Code

  5. In the Category drop-down menu, select an existing Category code to which the new sub category should be associated
  6. In the Code field, enter a code to represent the status
  7. In the Description field, enter a brief description of this status
  8. By default, the options to show the new code are checked but if you would like to hide the code in New and Edit, uncheck Show in New/Edit

  9. To hide the code in Query, uncheck Show in Query

  10. Click Save to add the new code

To edit an existing code, select the Edit button (the pencil icon) next to the code. To delete an existing code, select the Delete button (the red X) next to the code. Codes that are associated with an existing record cannot be deleted.