Documentation
Documentation

Set up chapters window

Desktop: Customers > Set up tables > Chapters

Current Chapters

Lists the codes assigned to each chapter.

Code

(required) Use this field to assign a unique code to each chapter. This field holds a maximum of 15 characters.

Name

Use this field to assign a name to each chapter.

Chapter prompts

Specify codes for three groups that correspond to the chapter hierarchy. You define the labels that display for these fields on the Customer Setup - Basic Options window

  • Use the first field to enter a code for the highest level grouping of your chapter hierarchy (if applicable). For example, if you have a chapter organizational structure containing several sub-groupings, the Region code could represent the highest level.
  • Use the second field to enter a code for the second-highest level grouping of your chapter hierarchy (if applicable).
  • Use the third field to enter a code for the third-highest level grouping of your chapter hierarchy (if applicable).

Short Note/Address

Specifies miscellaneous notes about a chapter, as well as an address for the chapter.

Print

Prints information stored in the Chapter Description table.

To define a chapter code

  1. From Set up chapters window, click New.
  2. Enter an abbreviation for the chapter in the Code field.
  3. Enter the full name of the chapter in the Name field.
  4. (optional) Enter a code in the three fields between the Name and Short Note/Address fields.
  5. (optional) Enter a note or address for the chapter in the Short Note/Address field.
  6. (optional) Enter a note for the chapter in the Notes field.
  7. Click Save.

To modify a chapter code

  1. From Set up chapters window, select the Chapter code you wish to modify.
  2. Click Edit.
  3. Edit the fields you wish to change.
  4. Click Save.

To delete a chapter code

  1. From Set up chapters window, select the chapter code you wish to delete.
  2. Click Delete.