Associating closing codes with classes

Associate closing codes with classes. For example, equipment with a class of HVAC can have different closing codes than equipment with a class of MOTOR. A closing code can be associated with multiple classes.

Note:  You cannot associate classes with general closing codes.

To associate closing codes with classes:

  1. Select Equipment > Setup > Closing Codes.
  2. Select the closing code with which to associate classes, and then click the Classes tab.
  3. Click Add Class.
  4. Specify the Class to associate with the closing code. The system automatically populates the class description and Class Org.
  5. Click Submit.
Parent topic: Setting up closing codes