Working with Source Categories (WSCT)

Purpose: You can use the Work with Source Categories function to create and change source categories. A source category identifies a grouping of names that points to a source code, for example, buyers, recipients, house list, etc. The system uses source categories for sorting and subtotaling on forecast analysis reports.

If you are using the Forecasting, you must assign source categories to each source code that the system analyzes (types K and U source codes). Source code categories are not required for type N (not analyzed) source codes.

You use the Working with Source Codes (WSRC) function to assign a category to a source.

In this topic:

• Work with Source Code Categories Screen

• Create Source Category Screen

• Change Source Category Screen

• Display Source Category Screen

Work with Source Code Categories Screen

How to display this screen: Enter WSCT in the Fast path field at the top of any menu or select this option from a menu.

MSR0498 DISPLAY Work with Source Categories 3/11/94 14:46:27 Mail Order Company   Opt Cat Description __ _____________________________________________   Type options, press Enter. 2=Change 4=Delete 5=Display   __ 02 RENTED BUYER LIST __ 03 RECIPIENTS __ 01 HOUSE BUYERS               F3=Exit F6=Create F12=Cancel F21=Print List F24=Select Company

Field	Description
Cat (Category)	Allows you to enter the code for the source category. Alphanumeric, 2 positions; optional.
Description	The description of the source category. Alphanumeric, 30 positions; optional.

Screen Option	Procedure
Create a source category	Press F6 to advance to the Create Source Category Screen.
Change a source category	Enter 2 next to a category to advance to the Change Source Category Screen.
Delete a source category	Enter 4 next to a category to delete it.
Display a source category	Enter 5 next to a category to advance to the Display Source Category Screen.

Create Source Category Screen

To create: To create a source category, press F6 at the Work with Source Code Categories Screen.

MSR0499 ENTER Create Source Category 3/11/94 14:51:27 Mail Order Company           Source Category . __ Description . . . _____________________________________                       F3=Exit F12=Cancel

Field	Description
Source Category	The unique code that identifies the source category. Source categories are used to group names for a particular source code. Alphanumeric, 2 positions. Create screen: required. Change screen: display-only.
Description	A description of the source category. Alphanumeric, 30 positions; required.

Change Source Category Screen

Change: Enter 2 next to a source category at the Work with Source Code Categories Screen to advance to the Change Source Category screen. For field descriptions, see Create Source Category Screen. You can only change the Description field on this screen.

Display Source Category Screen

Display: Enter 5 next to a source category at the Work with Source Code Categories Screen to advance to the Display Source Category screen. You cannot change any fields on this screen. For field descriptions, see Create Source Category Screen.