Use the Create Class Category page to define class categories. When you create a class category you must provide required information that identifies and describes the class category.

• Assign a name, meaning, and description to a category, for example, High Tech.

• Define rules for using the class category.

  • Allow single or multiple parent codes. For example, class codes in a High Tech category can have multiple parent codes.

  • Allow single or multiple parent code assignments. For example, you can assign the Hardware, PCs, or both to Vision Corporation.

  • Allow parent class code assignments. For example, you can assign class codes to Vision Corporation at any level of the hierarchy, Hardware or PCs, not just the lowest level of PCs.

  • Define what types of entities use the class codes. A seeded list of tables restricts the use of class codes. For example, the SIC Code categories are restricted to Organization parties.

You also assign at least one entity to the class category and create at least one class code for the new category.

To create a class category that is similar to an existing one, you can copy the existing category. See: Copying a Class Category.

To create a class category:

1. In the Classifications page, make sure that the class category you want to create does not already exist and click the Create Class Category button. See: Searching for an Existing Class Category.

2. Enter the required information in the appropriate fields.

3. Select any of the optional attributes for this class category:

   • Allow Multiple Parent Codes: You can select this check box to allow any node in your hierarchy to have more than one parent. Clearing this check box restricts the class category to only one parent.

   • Allow Parent Code Assignment: You can select this check box to allow the assignment of parent nodes in the class code hierarchy. Clearing this check box requires that you must use leaf nodes, nodes that have no children, for the class category.

   • Allow Multiple Class Code Assignments: You can select this check box to allow a user to classify a customer, opportunity, or other entity using more than one class code from this class category. Clearing this check box prevents users from assigning more than one class code to an entity.

4. In the Assign Entities region, you can assign entities to this class category. Select the appropriate entities identified by the table and column names.

5. Optionally enter, edit, or delete a condition defined with an SQL Where clause.

6. Click the Add New Entity Assignment button to add a new entity.

   For more information, see: Assigning Entities to a Class Category.

7. Click the Apply and Create Class Codes button to apply and create new class codes for this category. See: Creating a Class Code.

To use a class category, you must first compile it. A class category should be complied when it is created and whenever it is updated. Class categories must be compiled before their classification codes can be associated with parties. Only active classification codes can be associated to parties.

To compile class categories:

1. Navigate to the Classifications page.

2. Enter the search criteria.

3. Select No in the Compiled poplist.

4. Click the Go button to start your search for all uncompiled class categories.

5. Click the Compile Class Categories button.