Modify Control Table Information

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The Control Table Information page lets you modify items in the Purchasing Management control table. These items include Agent, Issued To, Shipping, Reason Rejected, and Unit of Measure. Control table items are displayed as drop-down lists in the program. The types contained in these drop-down lists can be added, edited, combined, or deleted on the Control Table Information page.

Control Table Grid

The Control Table Grid displays all types added to an item. Select an item from the drop-down list to view the types associated with that item.

The following items are available from the drop-down list:

1. Agent: Assigned to Requests and can be used to filter on the Manage > Requests page. Some examples of Agent types are listed below.

2. Issued To: Assigned to Requests and can be used to filter on the Manage > Requests page. Some examples of Issued To types are listed below.

3. Shipping: Assigned to Requests and can be used to filter on the Manage > Requests page. Some examples of Shipping types are listed below.

4. Reason Rejected: Assigned to Requests and can be used to filter on the Manage > Requests page. Some examples of Reason Rejected types are listed below.

5. Unit of Measure: Assigned to Requests and can be used to filter on the Manage > Requests page. Some examples of Unit of Measure types are listed below.

Note: Each item can have an unlimited number of types assigned to it.

Add New Type

1. Click the Add New Type icon-link to add a new type.
2. Enter a description, then click the Apply button to save your entry and continue adding new types.
3. Enter a description, then click the OK button to save your entry and return to the grid.
4. Click the Cancel link to return to the grid.

Edit or Combine a Type

Editing a type involves either modifying its description or combining it with another type. If a type is modified, the records assigned to that type are also modified. If a type is combined, the records assigned to that type are changed to the Combine With type specified during the combine process.

Modify

1. Click the Edit icon next to the type you want to modify.
2. Modify the description, then click the Update button to save your changes.
3. Click the Cancel link to return to the grid.

Note: The Combine? The check box does not appear under the Description field when only one type is listed for an item. There must be at least two types listed for an item in order to use the Combine feature.

Combine

1. Click the Edit icon next to the type you want to combine, then click the Combine. check box.
2. Select a type from the Combine With drop-down.
3. Click the Update button to combine the types, or click the Cancel link to return to the grid.

Important: The type specified in the Combine With field is the type that remains after the combination process is complete. This process cannot be undone.

Delete a Type

1. Click the Delete icon to remove a type.
2. Click the Yes button to delete the type.
3. Click the No link to return to the grid.

Deleting a type that has records assigned

When deleting a type with assigned records, the Alert Message or Confirm Delete window appears.

Alert Message

In some cases, you cannot delete a Control Table type after it has been assigned to a record. The Alert Message window displays the number of records assigned to that type.

Confirm Delete

In other cases, you are allowed to delete a Control Table type after it has been assigned to a record. The Confirm Delete window displays the number of records currently using the type.

1. Select No to cancel the Delete process.
2. Select Yes to delete the type and clear the type from the records that have been assigned that type.

Updated June 02, 2026 20:50