Administration for seeded or user-defined classifications includes:

• Searching for an existing class category

• Creating a class category

• Copying a class category

• Assigning an entity to a class category

• Updating a class category

• Creating a class code

• Updating a class code

• Assigning a parent class code

• Refreshing the classifications data

To create your own system of classification for customers, you must design the system first and should have a printout ready before you start this procedure. You should know the parents and children of each classification node in the class code hierarchy before you create them.

You might want to name your class codes in a way that will help you find all of the child nodes for each level of the class code hierarchy. If the names for class codes at the same level share the same characters, then you can find and add them as children all at the same time.

To administer classifications:

1. Search for class categories to update or to confirm that the class category you want to create does not already exist.

2. Define class categories, including assigning entities to and creating class codes for the category.

3. Optionally, define the hierarchy of class codes within a category. Assign the parent codes to the appropriate children codes, for example:

   • Software is the a parent of Applications.

   • Applications is the parent of ERP applications.