Configuration: Classes Listing

Use the Classes screen to add or edit existing class codes. Valid class codes will appear on the Select Class Code screen accessed by clicking on the Search icon next to the Class field on the Parts Profile tab.

To open the Classes screen, navigate to Configuration > Parts > Profile > Classes.

Topic in this section

• Adding a Part Class Code

• Deactivating a Part Class Code

• Screen Description

Adding a Part Class Code

1. Navigate to Configuration > Parts > Profile > Classes.
   

   The Classes screen appears.

   
   

2. Click the Need to create a new class? Click here to add link.
   

   The Classes screen appears.

   
   
   

3. Enter a 3-character alphanumeric class Code.

4. Enter a Vendor Number.
   - or -
   Click on the Search icon.
   

   The Vendor Selection screen appears.

   
   
   

5. Fill out the appropriate fields and click the Go >> link.
   

   The Vendor Selection screen refreshes the displayed search results.

   

6. Click on a Vendor.
   

   The Classes screen appears listing the selected vendor in the Vendor Number field.

   

7. Enter the branch Location where the type code is valid.
   - or -
   Click on the Search icon and select a location.

   The Location Selection screen appears.

   

8. Enter a brief Description of the class code.

9. On the Classes screen, click the Save button to save the new class code and return to the Classes screen.
   - or -
   Click the Save & New button to save the new class code.

   The Classes screen refreshes, allowing you to add another class code without closing the screen.

Deactivating a Part Class Code

1. Navigate to Configuration > Parts > Profile > Classes.

   The Classes screen appears.

   
   

2. Fill out the appropriate fields and click the Go >> link.
   

   The Classes screen refreshes the displayed search results.

   

3. Click Code.
   

   The Classes screen appears.

   

4. select the Active for System checkbox, removing the checkmark.

   Clear the Active for System checkbox.

   

5. Click Save to deactivate the class code within the system.

Screen Description

The sorting options on the Classes screen are:

Sort by
Field	Description
Code	Sort the search results by class code.
Vendor Number	Sort the search results by vendor number.
Location	Sort the search results by location.
Description	Sort the search results by class code description.

The search fields on the Classes screen are:

Field	Description
Select Code	Search for a class code by entering a class code.
Select Vendor Number	Search for a class code by entering a vendor number.
Include Inactive	If selected, includes class codes marked as inactive in the search results.
Select Location	Search for a class code by entering a location.
Select Description	Search for a class code by entering a class code description.

The following fields appear on the Classes screen:

Field	Description
Code	A three character alphanumeric code that represents a parts class throughout the Parts system.
Vendor Number	The vendor number the class code is associated with.
Location	The location where the selected class code is a valid class code within the Parts system.
Description	A brief description of the class code.

Data Source: PFWTAB

Security: 999 Configuration

Revision: 2025.10