Code Maintenance

Throughout sfPMS, there are configurable drop-down menus on specific Doc types. For example, on the Change Order document, the Change Code field is a configurable field. You can populate this drop-down with pick list options that make sense for your company or organization.

You create your codes and link them to specific Doc types through the Code Maintenance tool. We recommend entering your codes during the implementation phase. Additions can be made later, but changing or deleting a code after it has been used on documents may produce unexpected results.