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9.2.7. Operation Types

Operation types are used to categorize standard operations. To access the master list of operation types, go to Products > Setup > Master Information > Operation Types. The following screen will appear.

Operation Types master list

The Operation Types screen displays information on all existing operation types, including operation type code and description.

The following buttons are unique to this screen:

DELETE UNUSED

Select to delete all unused operation types.

9.2.7.1. Operation Type

To create a new operation type, select the NEW button. The following screen will appear:

Create new Operation Type

When creating a new operation type, you are presented with the following options:

Code

Enter a unique code to identify the operation type.

Description

Enter a description to further identify the operation type.