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9.1. Working with Code Tables

Working with Code Tables

Code Tables are the building blocks of your ResRequest system. Before you can work with Rates, Reservations, Contacts and other modules you need to set up your reference information in Codes Tables. We generally refer to information set up in a Code Table as records.

Each Code Table governs a different set of data - but most code tables work in a similar way:

To Add a Record: Click the New toolbar icon, add your information in the top section (the New / Edit area) of the Code Table, click Save on the toolbar to create your record.
To Edit a Record: Select the record from the list, this inserts the record in the New / Edit area of the Code Table. Edit the record, click Save on the toolbar to apply your changes.
To Delete a Record: Select the record from the list then click the Delete toolbar icon.

Tips when working with Code Tables

Use sort arrows in the header row to sort Code Table lists into ascending or descending order.
Click the Print button on the toolbar to print a list of records.
Use the TAB and SHIFT+TAB keys to move the cursor between fields in the edit area.

Concepts of Code Tables

Inactive Records

If a deleted record has not been used, it will be permanently deleted. If the record has been used it cannot be deleted as it is needed for reporting, so instead it is flagged as inactive. Inactive records are available for reporting but they are not available for use on new bookings or events. Inactive records are shown with an 'x' in the Code Table's inactive column. These records can be re-activated by editing the record and changing the 'Record status' drop down from 'Inactive' to 'Active'.

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