CODES

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Codes.PNG
Name Codes
Shortcut CODES
Area Category:Codes
Systems NOVUS

Overview

The CODES program allows users to search, create and edit existing codes (this is dependent on Authorisation level). Codes ensure that data can be validated and classified in a structured fashion. This guide describes the system codes that are maintained by the CODES program. IBA account codes, NL account codes, currency codes, taxes and fees are described in their own guide.

In many parts of the system the user is required to enter a certain code. Only codes which have been previously set up can be entered. Each code belongs to a code type, more information on code types can be found in System Codes and Groups.

Searching Code Type

To find a code type click on the “All Code Types” category and start to type in the description for the code type in the filter box above the displayed code type. This is an interactive search and will display the applicable values immediately. the Wild card is % so if you want to find all codes that contain "country" for example enter %cou and you will see all the codes that contain a c then co before coming up with Country Codes, County Codes and Discount Codes

In the following example a user is searching for all code types which contain “cou”:
Codes search example.png

Searching Code

To search for a specific code, please type in the code value into the search box in the top right of the screen. The matched codes will be displayed, together with the type of code they belong to. To navigate to the code click on the found match.

In the following example a user is searching for all “AP” codes in the system:
SearchingCode.png

Editing Existing Code

To edit the description of an existing code, select the code in the list of codes of relevant code type and click on the “Edit Selected Code” button in the bottom right of the screen. Please note that only user accounts with authorisation level 9 would be able to edit the existing code (the authorisation level can be viewed in the WHO program).

In the following example a user is editing the description of the “A2” code of the “TRANREV codes” code type:
EditingExistingCode.png

Adding A New Code

To create a new code, navigate to the code type (ensuring any previous search data has been removed) and click on the “Add New Code” button in the bottom right of the screen. Please note that again only user accounts with authorisation level 9 would be able to create new codes and each code type requires different levels of detail appropriate to the usage..

In the following example a user is adding a new “Sale Discount” code “DISKS” with discount of 12% to the “Discount Codes” code type:
AddingNewCode.png

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