Coworking:Resource Category
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Introduction
Category for Resources
Resource Category
Category for Resources
Header
- Organization: An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.
- Name: A more descriptive identifier (that does need to be unique) of a record/document that is used as a default search option along with the search key (that is unique and mostly shorter). It is up to 60 characters in length.
- Description: A description is limited to 255 characters.
- Summary Level: A summary entity represents a branch in a tree rather than an end-node. Summary entities are used for reporting and do not have own values.
- Active: There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reporting. There are two reasons for de-activating and not deleting records: (1) The system requires the record for auditing purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are existing invoices for it. By de-activating the Business Partner you prevent it from being used in future transactions.
Full list of Resource Category window fields and their descriptions is available in the Resource Category Screen Reference.