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Changing or Merging Existing Categories

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This screen allows you to change or merge categories after the initial setup. For a list of suggested categories, see the Categories article.

Use the following steps to change an existing category or merge two existing categories:

Merging these categories is permanent and cannot be undone. Do not merge categories if you are not sure that they should be merged.

  1. On the Main Menu, select Lubrication Menu.
  2. Select Inventory Menu (7).
  3. Select Setup Menu (5).
  4. Select Set Up Categories (3) to receive the following screen.

  1. Press [F2] to change to Edit Mode.
  2. Type the 1- to 3-character code of the category you want to change and press [Enter]. This brings up the category information you want to change.
  3. Press [Enter] until you reach the Special Type field.
  4. Press [F7] to change or merge the category code. You will receive the following popup window. In this example the category code AF, Air Filters is being changed.
  5. Do one of the following:
Note: When an existing category is changed, all inventory files and statistics associated with the category are changed. When two existing categories are merged, all inventory files and statistics associated with the categories are changed.
  • Press [ESC][ESC] to cancel and return to the Set Up Categories screen.
  • Type the new 1- to 3-character code you want to replace the old code with and press [Enter]. If the category code entered is not already in use, the old category code will be changed to the new category code and the system will return you to the Set Up Categories screen. The history for the category code will automatically change to the new category. There may be a delay when you press [Enter] before the screen refreshes due to the processing time of converting history from the old category to the new one.
Note: Special type categories cannot be merged.
  • If the category code entered is already in use and you want to continue, you will merge the category codes. Type Y and press [Enter]. This opens the Merge Category Utility screen. The following is an example of the Merge Category Utility screen. In this example the category code AF is being merged with category code AFF.

The Merge Category Utility screen gives you the option to delete or retain the histories for sequence numbers associated with category codes. To retain the history for a sequence number and category code, type Y. To delete the history for a sequence number and category code, type N.

Note: You will receive one of the following four messages depending on which records you select to retain and/or delete. The sequence numbers referenced in the messages below are examples.
Option 1: If you type Y to retain both histories, you will receive the following message: You have chosen to merge the history for category AF, sequence number 5 with the history for category AFF, sequence number 1234. Are you sure? (Y/N).
Option 2: If you type N to delete both histories, you will receive the following message: You have chosen to delete the histories for category AF, sequence number 5 and category AFF, sequence number 1234. Category AFF will still be associated with sequence number 1234. Are you sure? (Y/N).
Option 3: If you type Y to retain the history for the old category code and N to retain the history for the new category code, you will receive the following message: You have chosen to delete the history for category AFF, sequence number 1234 and move the history for category AF, sequence number 5 to category AFF, sequence number 1234. Are you sure? (Y/N).
Option 4: If you type N to retain the history for the old category code and Y to retain the history for the new category code, you will receive the following message: You have chosen to delete the history for category AF, sequence number 5 and keep the history for category AFF, sequence number 1234. Category AFF will still be associated with sequence number 1234. Are you sure? (Y/N).