Kinds Menu Items
Icon Name | Description |
New | Click to add a new category or kind or item or node |
Edit | Displays the “edit a kind” screen |
Clone | Click if wish to clone a kind code |
Delete | Prompts that a kind code cannot be deleted unless another kind code is nominated to take over any related records that might exist. Note: you can make a kind code “inactive” |
Settings | Displays the Kinds Defaults window where the default charge rate and mark up is set. Note: Usually only the System Administrator has access privileges |
Unit Types | Accesses Unit Types window, where you can create and define unit types |
Accesses Print Kinds window, where decisions are made as to what to print and what information to include | |
Verify | Verifies that the structure is OK |
Expand All | Expand all the categories in the list to display the related kinds and items |
Collapse All | Collapse one category by clicking on |
Alphabetic Sort | Does an alphabetic sort of all kinds within a category |
Filter on Code | Enter code if you wish to find a single code - instead of scrolling through the list |
Filter on Description | Enter description if you wish to find a kinds which match the description |
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