Codes

Most of the setup for Acquisitions involves the definition of codes and code records. Code records define the valid codes (or values) that users can enter in coded fields. A coded field is any field that requires the user to enter a value from within a group of predefined values. A button labeled “Codes” appears next to coded fields, which lets users display the valid codes for the field. The Vendor field on the PO header, for example, is a coded field. This means the user must choose from a list of vendors that you have defined for your library.

Codes and coded fields provide several advantages. First, they ensure that information is entered consistently and accurately. (Typos are eliminated.) Second, they let you define the valid options that users can choose from. For example, users cannot order items from just any vendor; instead, they must choose from a list of approved vendors. Finally, coded fields cut down on repetitious data entry. You enter information about a vendor only once—on the vendor record. When the user enters the vendor on the purchase order, Horizon automatically supplies the order with the vendor’s address and other vendor information from the vendor record.

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