Define Plan Categories

Unified Glossary

Basics of using a Ramco iEnterprise Series 4.0  Web Page

Using Online Help

This page allow you to define the plan category with a unique code and provide a description and status for it. Tell me more.

The “Define Plan Categories” page appears.

Plan Category

The unique identifier for the plan category (Alphanumeric, 30). This field can be a combination of characters and digits and cannot be left blank. Once created, this field cannot be modified.

Desc.

The textual description of the plan category (Alphanumeric, 150).

Status

Use the drop-down list box to set the status of the plan category. The system provides the options: “Active” and “Inactive”. Set the status as “Inactive” to disable the plan category from being accessed in other activities. The system sets the status as “Active”, if you leave the field blank.

Seq. No.

The sequence in which the category should be listed wherever plan category is referred to (Integer). Ensure that the sequence number is a positive integer and is unique to the multiline.

 

If you have left the sequence number blank for all the multiline rows, the system rearranges the multiline rows in the alphabetical order of category and automatically assigns a sequence number to each of them, in multiples of five, when you click the "Submit" pushbutton.

Note: If you have left the sequence number blank for some of the multiline rows, the system arranges those rows in the alphabetical order of category, and numbers these rows to be the last in the sequence. The system then rearranges the rows in the ascending order of the sequence number and renumbers the rows with multiples of five.

The system fills in the following fields in the multiline:

Last Mod. By

The login ID of the user, who last modified the plan category.

Last Mod. Date

The date on which the plan category was last modified.

Last Mod. Time

The time at which the plan category was last modified.

Created By

The login ID of the user who created the plan category.

Created Date

The date on which the plan category was created.

Created Time

The time at which the plan category was created.

Note: The system creates the plan categories and generates the sequence numbers for those rows for which the sequence number has not been specified. In the multiline, the system displays the created and modified date and time, and the name of the user who created or modified the plan category.