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How
to Change Categories
click
here to see the video
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The Operational Control
Record (OCR) is what sets your defaults and lets you customize Book-It
2000. It is the place that stores your company information and
security settings. It is a vital piece of Book-It 2000.
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| 1. |
Go to Utility |
| 2. |
Go to Operational Control
Record |
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| 3. |
Go to Categories
Artist
Producer
Payment/Terms
Engagement Types |
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Artist |
| 1. |
A box will appear with our delivered
categories. If you do not use one of the categories you can change
it by clicking on the Name. |
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| 2. |
Then delete the line and
type in what you would like it to say. |
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| 3. |
Then you can change the two
letter acronym that best suits the new category. |
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| 4. |
To save your changes go off
of the line you just changed to a different line. |
| 5. |
If you wish to add a new
category go down to the blank line at the bottom with the * in the gray
box next to it. |
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| 6. |
Put your curser in the first
blank box and start typing your category. You will notice that a
second blank line will appear. |
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| 7. |
Once you've entered in the
description type in the two digit acronym in the second box. |
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| 8. |
To save your changes click
on a different line. |
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| 9. |
Once you have finished you
can x out of the box and it will save the changes. |
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Producers |
| 1. |
A box will appear with our delivered
categories. If you do not use one of the categories you can change
it by clicking on the Name. |
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|
| 2. |
Then delete the line and
type in what you would like it to say. |
| 3. |
Then you can change the two
letter acronym that best suits the new category. |
| 4. |
To save your changes go off
of the line you just changed to a different line. |
|
|
| 5. |
If you wish to add a new
category go down to the blank line at the bottom with the * in the gray
box next to it. |
|
|
| 6. |
Put your curser in the first
blank box and start typing your category. You will notice that a
second blank line will appear. |
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| 7. |
Once you've entered in the
description type in the two digit acronym in the second box. |
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| 8. |
To save your changes click
on a different line. |
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| 9. |
Once you have finished you
can x out of the box and it will save the changes. |
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Payment Terms |
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** Keep in mind you can
change these by going to the Contract tab in the Operational Control
Record as well.
** With payment terms you can only have
one (1) digit either a number or letter, and it can only add up to 35
payment terms.
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| 1. |
A box will appear with our delivered
terms. If you do not use one of the terms you can change it by
clicking on the Name. |
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| 2. |
Then delete the line and
type in what you would like it to say. |
| 3. |
Then you can change the one
digit acronym if there isn't one, or use a letter or number that isn't
being used. |
| 4. |
To save your changes go off
of the line you just changed to a different line. |
| 5. |
If you wish to add a new
term go down to the blank line at the bottom with the * in the gray box
next to it. |
| 6. |
Put your curser in the first
blank box and start typing your payment term. You will notice that
a second blank line will appear. |
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| 7. |
Once you've entered in the
payment term then you can enter the one digit acronym in the
second box. |
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| 8. |
To save your changes click
on a different line. |
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| 9. |
Once you have finished you
can x out of the box and it will save the changes. |
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Engagement Types |
| 1. |
A box will appear with our delivered
categories. If you do not use one of the categories you can change
it by clicking on the Name. |
| 2.
|
Then delete the line and
type in what you would like it to say. |
| 3.
|
Then you can change the two
letter acronym that best suits the new category. |
| 4.
|
To save your changes go off
of the line you just changed to a different line. |
| 5.
|
If you wish to add a new
category go down to the blank line at the bottom with the * in the gray
box next to it. |
| 6.
|
Put your curser in the first
blank box and start typing your category. You will notice that a
second blank line will appear. |
| 7.
|
Once you've entered in the
description type in the two digit acronym in the second box. |
| 8.
|
To save your changes click
on a different line. |
| 9.
|
Once you have finished you
can x out of the box and it will save the changes. |
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