Creating or Editing Codes On-the-Fly

In most cases, you can create or edit codes “on-the-fly.” That is, you can create or edit a code record at the place where you enter the code. (For example, suppose you are recording a statement and you need to enter an extra charge that is not defined.) You can create a code for the extra charge from the statement window, instead going to the navigation bar or the Table Editor.

To create or edit codes on-the-fly

1 Click the Codes button next to the coded field.

Horizon displays the Code Lookup window.

2 To add a code, click Add. To edit an existing one, highlight the code you want to edit, and click Edit.

Horizon displays the Edit window for the code.

3 Complete the fields in the window.
4 Save your changes.

 


© 1998-2017 Sirsi Corporation