Associating closing codes with classes

Associate closing codes with classes. For example, equipment with a class of HVAC can have different closing codes than equipment with a class of MOTOR. A closing code can be associated with multiple classes.

Note:  You cannot associate classes with general closing codes.

To associate closing codes with classes:

  1. Select Equipment > Setup > Closing Codes.
  2. Select the closing code with which to associate classes, and then click the Classes tab.
  3. Click Add Class.
  4. Specify this information:
    Class
    Specify the class to associate with the closing code. The system automatically populates the class description and Class Org.
  5. Click Submit.