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2) The Area Categories Grid will launch.

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3) The primary functions associated with managing Area Categories are embedded in the Area Categories setup screen, which can be accessed by double-clicking on an existing Category, or clicking the New button.

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3) Department - Select the department to be associated with the Area Category. The department selected here will have no impact on the General Ledger. Again, Area Categories are more for reporting purposes.

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Associating an Area with an Area Category

Area Categories are a required field when setting up Areas.  To apply an Area Category to an Area:

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3) When finished, click Save & Close.


Best Practices  

  • It is recommended to have at a minimum (3) Categories set up in the system covering Food & Beverage, Retail, and Other (however, this may vary based on Club operations).

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