Editing Closing Codes

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You create or modify closing codes using the closing code editor. The usual way to open the editor is to click New Closing Code or Edit in the View section of Coding Definitions | Work Orders | Closing Codes.

The closing code editor window contains the following:

Details section: Shows basic information for the record.

Code: The closing code. No two records may have the same code.

Description: A longer description of the closing code.

Comments: Any comments you want to associate with the closing code.

Work Orders section: Shows any work orders that use this closing code. For more on work orders, see Work Orders.

Tasks section: Shows any tasks that use this closing code. For more on tasks, see Tasks.

Save: Saves the current record. The editor window stays open in case you want to make more changes to the same record.

Save & New: Saves the current record and sets up the window for you to enter a new record. Fields in the new record will be blank or set to default values.

Save & Close: Saves the current record and closes the editor window.

Cancel: Closes the window without saving any changes you've made to the record since the last time you saved. When you Save the record, the Cancel button changes to Close, indicating that you can safely close the window without losing any changes.

Close: Closes the window. This button only appears after you've saved changes with Save or before you've entered any data at all. Otherwise, the button is labeled Cancel.

For more on closing codes, see Closing Codes. For more on viewing closing codes, see Viewing Closing Codes. For more on editors in general, see Using Editors.

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