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Category Pricing Period

Category Pricing Period names a period with its dates.

Where
Organizational Structure › Category; Project Accounting › Category; Expense Management › Category (OSPP)
Who uses it
The implementation consultant or the system administrator
When
Once, while the company is being set up, and whenever a new one is needed
Needs first
Nothing

What it is for​

The rule people get wrong: nothing reads these periods today; no other screen picks one.

Every field in plain words​

General​

FieldWhat it meansWhat to put
Category Pricing PeriodThe code that identifies the category pricing period. You type it on New, before Create.Required. A short code; it cannot be changed once the record exists.
NameThe name of the category pricing period, shown next to the code wherever it is picked.Required.
PeriodA period label.Optional.
Date FromStart date.Optional. A date.
Date ToEnd date.Optional. A date.
BlockStops the category pricing period from being used.Tick to block. A blocked record drops out of the pick lists other screens use.

How to configure it​

Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.

What it is connected to​

If something looks wrong​

  • Save refuses because the code already exists. Codes are unique. Open the existing record from the list instead, or pick another code.