Date-Effective Category Codes

You use date-effective category codes when you want to assign new category code values to become effective on a future date. If you are using Advanced Pricing, you can use date-effective category codes to create customer groups to which pricing can be assigned. As pricing changes, you can automatically update customer groups according to the category code values.

You activate date-effective category codes using an JD Edwards EnterpriseOne Accounts Receivable constant. When you set the JD Edwards EnterpriseOne Accounts Receivable constant, you cannot select Category Codes from the Form menu on the Customer Master Revision form to add category code values. Instead, you must select Date Effective Category Codes. You update customer- master category codes with the values that you enter in the date-effective category codes by running the Date Effective Category Code Update program (R03012A).

The system stores date-effective category codes in the Date Effective Category Codes table (F03012A). You can purge category codes that are no longer effective by running the Purge Date Effective Category Codes program (R03012B).

When you add date-effective category-code values, you create a record in the F03012A table. You can enter multiple records with different effective dates on the Date Effective Category Codes Revision form. When you add date-effective category-code records, the system updates the Eff Used (effective used) field with N to indicate that the record is not used. When you run the Date Effective Category Code Update program, the program copies the values of the effective category-codes record to the customer master category codes in the Customer Master by Line of Business table (F03012) and changes the value of the Eff Used field to Y.

Note: Each date-effective category-code record that you enter is independent of previous records. Therefore, you must complete all values that the system uses for each record. For example, if you have a value in category code 1, and you add a new record with a value in category code 2, you must also enter the value for category code 1 again in the new record or the system updates it to blank.