The application provides several drop-down list boxes to ease data-entry and maintain data integrity. Selecting information from list boxes allows you to work faster and more efficiently. We have already entered the information for list boxes. However, you may choose to enter more or update the existing choices that show up in the list boxes. Most list-box selections are stored under Categories.
• To add Categories items:
1. Follow menu item sequence … File | Setup | Categories.
2. Select the Category Group you wish to alter by clicking on it.
3. On the right side of the screen you will see the Category Items for that Category Group.
4. In the Categories Screen click the Add Button located on the upper right part of the screen.
5. In the Category Item Text Box type the description of the new category item.
6. Click the Add Button if you would like to enter more items for the selected Category Group or select a different Category Group you would like to alter.
7. If you wish for a category item not to be available in a drop-down list, you can uncheck the Active Checkbox. If in the future you wish for this item to be available again simply check Active.
8. To delete a Category Item select the corresponding Category Group where the item is, then select the appropriate Category Item then click the Delete Button.
9. Click Save followed by Close from the menu toolbar.
NOTE: Categories that are system-defined cannot be changed and thus are highlighted in grey.