Customizable Class Management

This section allows you to add or edit items from lookups.

To add or edit Lookup Items

1. On the administration menu, select Lookups, and select the lookup you would like to add or edit.
   The selected Lookup’s page displays.

2. A grid of the existing lookup items is displayed.

   • To add a item to the selected lookup
     Click the Add New Item link below the grid. The Add Item page displays.

   • To edit an existing item
     Click the Edit button next to the lookup item you want to edit. The Edit Item page displays.

3. In the About section, you will see the ID number and the dates the item was created and modified.

4. In the Info section, you will see the System Defined checkbox, active checkbox and the description textbox.

5. Select the System Defined checkbox to use this as the default option for the selected lookup.

6. Select the Active checkbox to make this item available or clear the checkbox to make this item inactive.

7. In the Description box, type the name you want or appropriate for this lookup item.

8. Click the Save and Return button to save the changes and return to the Items list page.

To delete a Lookup Item

1. On the Administration menu, select Lookups, and select the lookup you would like to delete an item from. The selected Lookup’s page displays.

2. Click the Edit button next to the item you want to delete.
   The Edit Item page displays.

3. Click the Delete button at the top of the page.

4. Click Yes to confirm the deletion.

NOTE: You cannot delete an item if it is currently being used. You can only set it as inactive if it is associated to a transaction.