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other_stuff:transaction_categories [2019/11/29 15:15] – Gary Willetts | other_stuff:transaction_categories [2024/01/15 06:13] (current) – [26.06. Transaction categories] Mark Glover | ||
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Categorising transactions allows you to group transactions together when reviewing or reporting them. Each type of transaction can have its own list of categories. For example customer invoices might have a category " | Categorising transactions allows you to group transactions together when reviewing or reporting them. Each type of transaction can have its own list of categories. For example customer invoices might have a category " | ||
- | From the //Special// menu, choose // | + | From the //Special// menu, choose // |
{{ : | {{ : | ||
- | Click on " | + | First of all, select the transaction type the categories you create will belong to in the // |
+ | |||
+ | Click on " | ||
{{ : | {{ : | ||
- | The categories can be added to customer, customer credit, supplier, supplier credit, repack, build, inventory adjustment while creating or editing transactions. | + | Here you enter the details of the category: |
+ | * **Master category**: select the master category that this one will belong to. Master categories are a way of grouping other transaction categories together, even categories of different types, to make reporting easier (see section [[reports: | ||
+ | * Damaged | ||
+ | * Expired | ||
+ | * Found | ||
+ | * Lost | ||
+ | * Stocktake | ||
+ | * Stolen | ||
+ | * Other | ||
+ | * **Category code**: the code of the transaction category. Not displayed in mSupply but you can filter categories by this so it provides another way to select relevant categories when reporting. | ||
+ | * **Category Description**: | ||
- | Once you have assigned | + | Once you have created transaction |
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- | For systems using [[other_stuff:remote_sync# | + | For systems using [[synchronisation:introduction|Remote Synchronisation]], |
</ | </ | ||
<WRAP center round info 60%> | <WRAP center round info 60%> | ||
- | There is a preference to [[preferences: | + | There is a ' |
</ | </ | ||
- | + | See the [[faq: | |
- | + | ||
- | Transaction categories can be reported on, refer [[faq: | + | |
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