System Types and Codes Overview

System types and codes are the valid options that can either be selected by users or populated in code fields by the system. This is useful for data entry, because only valid values that match pre-defined codes can be entered. All system types and codes are visible across all organization units and organizations within the application. The system is delivered with many of the system types and codes pre-populated.

Types, codes, and subcodes that are inactive (the Active checkboxes are unchecked) do not display on their related screens as options. For example, if the “Student” code for the Customer Class type is inactive, then when you create a new customer, “Student” does not display in the Customer Class drop-down.

Personify360's system types and codes is actually a three-level code system:

1.    Types are defined by subsystem and maintained in the App_Type table.

2.    For each type code, one or more code values are defined, which are maintained in the App_Code table

3.    Subcodes can be defined for the code values, which are maintained in the App_Subcode table.

There are three types of system codes:

·            Fixed codes – codes that are needed by the system because they govern system behavior. Fixed codes cannot be changed.

·            System codes – codes that the system may need. Users are allowed to add their own codes.

·            User codes – codes associated with user-defined type codes. Typically, user codes are created in Application Designer for use with user-defined combo box fields.

Usually, the name of the type code is the same as the validated field name, without the “_CODE” suffix. For example, the CUSTOMER_CLASS _CODE is a validated code field in the Customer table. The name of the type code associated with valid values that can be selected for that field is “CUSTOMER_CLASS.”

From the Types and Codes Maintenance screen, you can define the following:

·            Types

·            Codes

·            Subcodes

For specific information about each system type and codes, please see:

·            Abstracts System Types and Codes

·            Accounting System Types and Codes

·            Advertising System Types and Codes

·            Application System Types and Codes

·            Awards System Types and Codes

·            Certifications System Types and Codes

·            Committees System Types and Codes

·            Credit Card Processing System Types and Codes

·            Customers System Types and Codes

·            DCD System Types and Codes

·            Discounts and Coupons System Types and Codes

·            EFT System Types and Codes

·            Exhibitions System Types and Codes

·            Facilities System Types and Codes

·            Fundraising System Types and Codes

·            Inventoried Products System Types and Codes

·            Lockbox System Types and Codes

·            Marketing System Types and Codes

·            Meetings System Types and Codes

·            Membership System Types and Codes

·            Miscellaneous Invoices System Types and Codes

·            Notifications System Types and Codes

·            Order Entry System Types and Codes

·            Packages System Types and Codes

·            Reports System Types and Codes

·            Subscriptions System Types and Codes

·            Transcripts System Types and Codes

·            Volunteers System Types and Codes

·            Web System Types and Codes