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other_stuff:transaction_categories [2019/11/29 15:28] – Gary Willetts | other_stuff:transaction_categories [2021/03/31 14:52] – Gary Willetts |
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====== 22.07. Transaction categories ====== | ====== 25.07. Transaction categories ====== |
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 "normal" and "urgent". Inventory adjustements might have categories "expired", "damaged", "stocktake", "annual stockatake" or "monthly stocktake" etc. | 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 "normal" and "urgent". Inventory adjustements might have categories "expired", "damaged", "stocktake", "annual stockatake" or "monthly stocktake" etc. |
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{{ :other_stuff:trans_cat_1.png?450 |}} | {{ :other_stuff:trans_cat_1.png?450 |}} |
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First of all, select the transaction type the categories you create will belong to in the //Transaction type// drop down list. Customer (which refers to customer invoices) is selected by default so the table will contain all the previously created customer invoice categories. | First of all, select the transaction type the categories you create will belong to in the //Transaction type// drop down list. Customer (which refers to customer invoices) is selected by default so the table will contain all the previously created customer invoice categories. |
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Click on "New" button to create a new category and this window appears: | Click on "New" button to create a new category and this window appears: |
{{ :other_stuff:trans_cat_2.png?300 |}} | {{ :other_stuff:trans_cat_2.png?300 |}} |
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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:transactions|11.03. Transaction reports]] for details of how master transaction categories can be used in reporting). Master transaction categories are fixed in the system and cannot be edited. Those available are: |
| * 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**: the name of the category, visible throughout mSupply. Also filterable when reporting. |
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Once you have assigned categories they will show as a drop-down list when you enter a new invoice or transaction. | Once you have created transaction categories they will be selectable in a drop down list when you create a new invoice or transaction. |
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<WRAP center round tip 60%> | <WRAP center round tip 60%> |
For systems using [[other_stuff:remote_sync#remote_synchronisation|Remote Synchronisation]], Transaction Categories are '**System**' data and can only be edited on the Primary Server. | For systems using [[other_stuff:remote_sync#remote_synchronisation|Remote Synchronisation]], Transaction Categories are '**System**' data and can only be edited on the Primary Server. Any edits then synchronise to all relevant satellites. |
</WRAP> | </WRAP> |
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<WRAP center round info 60%> | <WRAP center round info 60%> |
There is a preference to [[preferences:invoices#require_category_entry_on_customer_invoices|Require category entry on customer invoices]]. This would apply to all customer invoices issued for all stores **Active** on the server. | There is a 'server' preference to [[preferences:invoices#require_category_entry_on_customer_invoices|Require category entry on customer invoices]]. This would apply to all customer invoices issued for all stores **Active** on the server. |
</WRAP> | </WRAP> |
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| See the [[faq:how_to_report_by_invoice_category]] section for details on how to use the transaction categories in reporting. |
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Transaction categories can be reported on, refer [[faq:how_to_report_by_invoice_category|How to report by invoice category]]. | |
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