Creating a class structure

Working with 9-Estimating (Parts and Assemblies) > 9-4 Part-Assembly Classes > Creating a class structure

Creating a class structure

Complete functionality is available only if you have purchased the Estimating Add-On Module.

Assembly functionality is available only if you have purchased the Estimating Add-On Module or Service Receivables Add-On Module.

Consider the following points before creating a class structure:

Take the time to carefully plan the class structure. The benefits of a detailed class structure are lost if it is too complex. Your goal is to be able to locate parts or assemblies without having to navigate through too many subclasses.
After setting up the classes, you can assign classes to part records by editing the record in 9-2 Parts or by updating the parts database through the 9-7 Maintain Parts Database window.

To create a class structure:

Open 9-4 Part/Assembly Classes.

Do one of the following:

Click the Part Classes tab.
Click the Assembly Classes tab.

Create a new class using one of the following methods:

Click Insert on the Edit menu.
Right-click in the tree, and click Insert.

Click the Append New button (at the bottom) to add a class at the bottom of the tree.

In the outlined text box to the left (class number box), enter the class number.

In the outlined text box to the right (class description box), enter a brief statement about the class.

Press the Enter key. You can then use the arrow buttons to move the classes.

On the File menu, click Save.

Links to more information . . .

Fully expanding the part-assembly class tree

Inserting part-assembly classes

Indenting part-assembly classes

Outdenting part-assembly classes

Renaming part-assembly classes

Deleting part-assembly classes

Positioning classes using the arrow buttons

More resources

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