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Usage Class Types are configured in Setup / Usage Rating / Rate Types / Class Type |
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The Class Types on the left of this screen allows you to select a class type so that you can view or edit its configuration details. Actions are also available which are shown as icons above the Filter text box. Available actions are described below.
Actions
Icon | Description |
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 | Deletes the selected class type |
 | Adds a new class type |
Class Types List
The list on the left of the screen shows the class types that are currently configured in the system.
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The information in this panel reflects the currently selected class type. From here you can change the class type details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modifiednote: fields with a magenta left border are required).
Class Fields:
Name: a unique and descriptive name for the class type
Sort Order: the order the class type will appear when selecting from a drop down list of class types (must be a value greater than zero)
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This section displays where the selected class type is used in the system. By default, the reference data is displayed in a summary format to indicate where the class type is in use, however the Entity drop down field can be used to view the exact system objects that the class type is configured on.
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Adding Class Types
Under the Class Types heading on the left click the
iconUnder the Add Class Type heading configure the new class type settings
Click Save when finished
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Editing Class Types
Locate the class type in the list on the left under the Class Type panel heading or use the Filter text box to filter down to the class type you wish to edit
Select the desired class type in the list
Under the Edit Class Type heading on the right specify the class type details
Click Save to commit your changes
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Deleting Class Types
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Note: Class types that are configured on classes or other entities are in use and cannot be deleted (the delete action button will be greyed out in this case). In order to delete a class type in use first check the References tab on the Edit Class Type panel to determine which entities are configured with the class type. Next, proceed to modify those entities to use an alternate class type. |
Select the class type on the left under the Classes Panel or use the Filter text box to locate the desired class type
On the left under the Class Types heading click the
iconOn the confirmation dialog click Yes to confirm that the selected class type should be deleted