Understanding Date–Effective Category Codes
You use date-effective category codes to assign new category code values to become effective on a future date. If you are using the Advanced Pricing system (45), you can use date-effective category codes to create customer groups to which pricing can be assigned. As the pricing changes, you can automatically update the customer groups based on new category code values.
Activate date-effective category codes by setting an Accounts Receivable constant.
See Setting Up Enhanced Constants for Accounts Receivable.
When you activate date-effective category codes, you cannot use the Category Codes selection from the Form menu on the Customer Master Revision form to add category code values. Instead, you must use the Date Effective Category Codes selection. 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).
When you change the value of a date-effective category code, the system changes the value in the Eff Used (effective used) field to N. The system does not update the new category code value on the customer record until you run the Date Effective Category Code Update program (R03012A). To display new customer category code values on invoices previously entered for the customer, you must additionally run the Update A/R from Address Book program (R03B802).
If you delete a date-effective category code and run the Date Effective Category Code Update program, the system does not update the category code value to blank. To remove a value that you previously updated, you must override the value to blank, and then run the update program. After you delete an effective date category code, it no longer exists in the system.
The system stores date-effective category codes in the Customer 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 Customer Date Effective Category Codes table (F03012A). You can enter multiple records at one time with different effective dates on the Date Effective Category Codes Revision form. When you add date-effective category codes records, the system updates the Eff 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.