Maintaining Category Codes

Select the “Maintain Category Codes” activity under the “Category” business component.

The “Maintain Category Codes” page appears.

Enter the following field in the “Select Entity” group box:

Entity

Use the drop-down list box to specify the grouping to which the category code you wish to create / modify belongs. Mandatory. The system lists the following options:

All - Indicates category codes that belong to common, Flight and MRO operations.
Common - Indicates category code irrespective of the operation.
Flight Operations - Indicates category codes pertaining to flight operations only.
MRO Service Sales - Indicates category codes pertaining to MRO operations only.

By default the system leaves this field blank.

Enter the following fields in the “Search Criteria” group box:

Category Type

Use the drop-down list box to specify the type of category. Mandatory. Ensure that the category type is unique for the selected category and organization unit. The system lists the following options:

If the value selected in the Entity drop-down list box in the “Select Entity” group box is the following:	The system lists the options as follows:
All	Reason Code Sales Purpose Contract Addl. Attribute Contract Addl. Category Contract Category Contract User Status Customer Order User Status Freight Term Initiate Invoice User Status Invoice Category Part Price List Category Price Factor Details - Materials Price Factor Details - Resources Ref. Catalogue ID Sale Quotation User Status Sale Quote Category Service Price List Category Shipping Label A/C Assign Type Flight Contract Category Flight Contract User Status Activity Unit - Flight Reported Crew Assign. Type Crew Type Flight Contract Addl. Category Flight Contract Addl. Attribute Unit - Crew Charges Unit - Other Charges Customer Group Type Charter Category Entity Code Flight Invoice Category Flight Billing User Status Flight Sheet User Status Correspondence Category SHIPMENT TYPE Market Industry Region Segment Sub Segment Customer Addl. Attribute Customer Addl. Category Customer Category Customer Internal Contact Category Warranty Disposition Type Warranty Disposition Category Warranty Disposition User Status Travel Entity
Common	Customer Group Type Industry Market Reason Code Region Sales Purpose Segment SHIPMENT TYPE SLA End Reference SLA Start Reference Date Sub Segment Customer Request Category Customer Request User Status Part Sale Order Category Part Sale User Status Category Address Category Miscellaneous Invoice Travel Entity Request SLA Category Source Doc. Type Request Purpose
Flight Operations	A/C Assign Type Activity Unit - Flight Reports Category Code Charter Category Crew Assign. Type Crew Type Entity Code Flight Billing User Status Flight Contract Addl. Attribute Flight Contract Addl. Category Flight Contract Category Flight Contract User Status Flight Invoice Category Flight Sheet User Status Flight Invoice Category Flight Sheet User Status No Usage Reason Code Unit - Crew Charges Unit - Other Charges
MRO Service Sale	Billing Parameter Billing Element Contract Addl. Attribute Contract Addl. Category Contract Category Contract User Status Correspondence Category Freight Term Initiate Invoice User Status Invoice Category Part Price List Category Price Factor Details - Materials Price Factor Details - Resources Ref. Catalogue ID Sale Quotation User Status Sale Quote Category Service Price List Category Shipping Label Customer Addl. Attribute Customer Addl. Category Customer Category Customer Internal Contact Category Warranty Disposition Type Warranty Disposition Category Warranty Disposition User Status

By default the system leaves this field blank.

Category Code

The code identifying the category under which the category type is to be maintained.

Category Desc.

The textual description of the category type.

Status

Use the drop-down list box to select the status of the category. The system lists the following options:

Active - Indicates that the category code is active.
Inactive – Indicates that the category code is inactive.

By default the system leaves this field blank.

Note: You cannot inactivate a category code, if the code exists in any open downstream transaction.

Select the “Search” pushbutton to retrieve the search details in the multiline.
Enter the following fields in the “Category Code Details” in the multiline:

Entity

Use the drop-down list box to specify the grouping to which the category code you wish to create / modify belongs. Mandatory. The system lists any of the following options based on the value selected in the “Entity” drop-down list box in the “Select Entity” group box:

Common - Indicates category code irrespective of the operation.
Flight Operations - Indicates category codes pertaining to flight operations only.
MRO Service Sales - Indicates category codes pertaining to MRO operations only.

Category Type

Use the drop-down list box to specify the type of category which you wish to create or save. The system lists the options as follows:

If the value selected in the Entity drop-down list box in the “Select Entity” group box is the following:	The system lists the options as follows:
All	Reason Code Sales Purpose Contract Addl. Attribute Contract Addl. Category Contract Category Contract User Status Customer Order User Status Freight Term Initiate Invoice User Status Invoice Category Part Price List Category Price Factor Details - Materials Price Factor Details - Resources Ref. Catalogue ID Sale Quotation User Status Sale Quote Category Service Price List Category Shipping Label A/C Assign Type Flight Contract Category Flight Contract User Status Activity Unit - Flight Reported Crew Assign. Type Crew Type Flight Contract Addl. Category Flight Contract Addl. Attribute Unit - Crew Charges Unit - Other Charges Customer Group Type Charter Category Entity Code Flight Invoice Category Flight Billing User Status Flight Sheet User Status Correspondence Category SHIPMENT TYPE Market Industry Region Segment Sub Segment Customer Addl. Attribute Customer Addl. Category Customer Category Customer Internal Contact Category By default the system displays “Reason Code” in this field.
Common	Customer Group Type Industry Market Reason Code Region Sales Purpose Segment SHIPMENT TYPE Sub Segment The system displays “Customer Group Type” by default in this field.
Flight Operations	A/C Assign Type Activity Unit - Flight Reports Category Code Charter Category Crew Assign. Type Crew Type Entity Code Flight Billing User Status Flight Contract Addl. Attribute Flight Contract Addl. Category Flight Contract Category Flight Contract User Status Flight Invoice Category Flight Sheet User Status Flight Invoice Category Flight Sheet User Status No Usage Reason Code Unit - Crew Charges Unit - Other Charges By default the system displays “A/C Assign. Type” in this field.
MRO Service Sale	Billing Parameter Billing Element Contract Addl. Attribute Contract Addl. Category Contract Category Contract User Status Correspondence Category Freight Term Initiate Invoice User Status Invoice Category Part Price List Category Price Factor Details - Materials Price Factor Details - Resources Ref. Catalogue ID Sale Quotation User Status Sale Quote Category Service Price List Category Shipping Label Customer Addl. Attribute Customer Addl. Category Customer Category Customer Internal Contact Category By default the system displays “Contract Addl. Attribute” in this field.

Note: Ensure that the Entity and Category Type is a unique and valid combination

Category Code

The code identifying the category.

Description

A textual description of the category code. Mandatory.

Status

The status of the category code defined under the selected category. The system updates the status of the created category type as “Active”.

The system displays “Active” by default.

Note: You cannot inactivate a category code, if the code exists in any open downstream transaction.

The system displays the following fields:

Created by	The name of the user who created the quick code.
Created Date	The date on which the category code was created.
Last Modified by	The name of the user who last modified the code.
Last Modified Date	The date on which the category code was modified last.

Click the “Save” pushbutton to create / save the modifications made to the category details.

What you can do in this page

Create category types under a predefined category

Modify category types under a predefined category

Activate the selected category type

Deactivate the selected category type

Create category types under a predefined category

You can create various category types for a predefined category.

Select the “Entity”.
Enter the details like Entity, Category Type, Category Code and Description of the Category Cod in the “Category Code Details” multiline.
Click “Save” pushbutton.

Modify category types under a predefined category

You can modify category types for a predefined category.

Enter details in the “Search Criteria” group box.
Modify details in the “Category Code Details” multiline.
Click “Save” pushbutton.

To activate the selected category type

4 Select “Active” option in the “Status” column in the multiline to activate the selected category type.

Note: Only category types in the “Inactive” status can be activated.

The status of all the selected category types is updated as “Active”.

To deactivate the selected category type

4 Select the “Inactive” option in the “Status” column in the multiline to deactivate the selected category type.

Note: Only category types in the “Active” status can be inactivated.

The status of all the deactivated category types is updated as “Inactive”