E8.12 Cat. Code - Company master

Rauf

VIP Member
There are cat. codes available for Address Book, Business Unit etc. I never heard about category codes on Companies.

If I want to group some companies (like parent group company, affiliates etc), what is the best way ?
One way is to use cat. code associated with Address Book number of the specific company. Another way is to use a tag table and create custom data items and UDCs so that we can define many cat. codes.

Your comments are most welcomed.
 

markdcci

Well Known Member
Rauf,
You mentioned category codes on the Address Book number of the company, but in a similar way you can set up a parent-child hierarchy if you're main goal is a rollup of parent, affiliates and the like.

Also, you may want to explore using the supplemental database, or SDB. It is similar to creating a tag table and custom data items but no custom coding would be required if your needs exceed rollups.
 
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