Owner Categories/Codes

Owner Categories/Codes are used to further classify Owners for reporting and tracking purposes.  The Fiber System allows you to define an unlimited number of user-defined Owner categories with an unlimited number of user-defined codes for each category.  Examples of Owner Categories and Codes are shown below:

 

Categories     Codes

Type              Corporate, Private, Other

Zone              Zone 1, Zone 2, Zone 3

 

To access the Owner Categories list window, select the menu option entitled Owner Categories on the Fiber Procurement Control Files Menu.  

 

The Owner Categories List window, will be displayed as follows:

 

The system defaults to displaying only the active Owner Categories.  To display the inactive, or both the active and inactive Owner Categories, click on the drop-down box arrow located at the upper right corner of the window.

 

Cycle Box

To remain in the add mode without returning to the Owner Categories list window each time you add a new Category, check the cycle box.  To enter a check in the box, click on the Cycle box, press “Alt Y”, or press the Space Bar when the selection box is positioned over the “cycle” field.  You would normally check the cycle box if you are entering more than one Owner Category during the current session.

 

To access online help, click on the Help button, press “Alt H”, or F1.

 

To exit the Owner Categories list browse window, click on Close button, press “Alt O”, or press the Esc key.

 

Owner Categories Maintenance

To add a new Owner Category, click on the Add button, press “Alt A”, or press the Insert key.

 

To edit an existing Tract Category, highlight the desired category and click on the Edit button, press “Alt E”, or press Enter.  

 

When you add a new Owner Category, the system will display the Owner Category window as follows:

 

Enter or edit the information on the Owner Category window according to the following specifications:

 

Code

The code is a two-character field used to identify the Owner Category within the system.   The system does not allow the entry of duplicate Owner Categories.  

 

Description

Enter up to thirty-characters to describe the Owner Category.

 

Require On Entry

Enter a check in the box if the owner category should be required when entering a new owner.  If the owner category should not be required when entering a new owner, leave the box unchecked.  To enter a check in the box, click on the Require on Entry box, or press “Alt R”, or press the Space Bar when the selection box is positioned over the Require on Entry field.

 

Status

Select the active box if the Owner Category is active, or select the inactive box if the Owner Category is not active.  The system defaults to displaying only the active Owner Categories on the selection list.

 

To access online help, click on the Help button, press “Alt H”, or F1.

 

To save and exit the Owner Category window, press Page Down, click on the OK button, or press “Alt O”.   To exit without saving the Owner Category window, click on the Cancel button, press “Alt C”, press Esc, or click on the “X” in the upper right corner of the screen.  You must save this window before attempting to define the codes for the category.  If so, click on the “Codes” button to enter/edit the tract codes information.

 

To enter or edit the Owner Codes information, click the Codes button, or press “Alt C”.

 

The system will display the Owner Category Codes List window as follows:

 

The system defaults to displaying only the active Owner Codes.  To display the inactive, or both the active and inactive Owner Codes, click on the drop-down box arrow located at the upper right corner of the window.

 

Cycle Box

To remain in the add mode without returning to the Owner Codes list window each time you add a new Code, check the cycle box.  To enter a check in the box, click on the Cycle box, press “Alt Y”, or press the Space Bar when the selection box is positioned over the “cycle” field.  You would normally check the cycle box if you are entering more than one Owner Code during the current session.

 

To access online help, click on the Help button, press “Alt H”, or F1.

 

To exit the Owner Codes list window, click on Close button, press “Alt O”, or press the Esc key.

 

Owner Codes Maintenance

To add a new Owner category code, click on the Add button, press “Alt A”, or press the Insert key.

 

To edit an existing code, highlight the desired record and click on the Edit button, press “Alt E”, or press Enter.  

 

When you add a new owner category code, the system will display the following window:

 

Enter or edit the information on the Owner Category Code window according to the following specifications:

 

Code

The code is a two-character field used to identify the Owner Category Code within the system.   The system does not allow the entry of duplicate Owner Category Codes.  

 

Description

Enter up to thirty-characters to describe the Owner Category Code.

 

Default Category Code?

Enter a check in the box if the code should be used as the default category code on the owner when the category is selected.  If you do not want the code to be the default, leave the box unchecked.  To enter a check in the box, click on the Default Category Code? box, or press “Alt E”, or press the Space Bar when the selection box is positioned over the Default Category Code? field.

 

Status

Select the active box if the Owner Category Code is active, or select the inactive box if the Owner Category Code is not active.  The system defaults to displaying only the active Owner Category Codes on the selection list.

 

To save and exit the Owner Category Code window, press Page Down, click on the OK button, or press “Alt O”.   To exit without saving the Owner Category Code window, click on the Cancel button, press “Alt C”, press Esc, or click on the “X” in the upper right corner of the screen.

 

To access online help, click on the Help button, press “Alt H”, or F1.

 

User-Defined Categories/Codes Tabs

Back to Top

Tract

Producer

 

Control Files Menu

Units of Measure                  Back to Control Files

System Controls                   User-Defined Categories/Codes Menu

Product Menu                       Insurance

Mileage Rate Tables             Stick Scale Tables

Producer Deductions            Buyers

Owner Deductions                Tract Types

Jobs                                     Severance Tax Tables

Destination Group Codes      Easy ACH File Creator Application Path