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--- other_stuff:transaction_categories [2019/11/22 04:42] – [22.07. Transaction categories] Mark Glover
+++ other_stuff:transaction_categories [2024/01/15 06:13] (current) – [26.06. Transaction categories] Mark Glover
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+{{indexmenu_n>60}}
-====== 22.07. Transaction categories ======
+====== 26.06. 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.
-Categorizing 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" and "stocktake"
+From the //Special// menu, choose //Transaction categories...// to see this window:
-From the //Special// menu, choose //Categories//
 {{ :other_stuff:trans_cat_1.png?450 |}}
-Click on "New" button to create a new category.
+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.
+Click on "New" button to create a new category and this window appears:
 {{ :other_stuff:trans_cat_2.png?300 |}}
-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#transaction_category_filter|11.03. Transaction reports, Transaction category filter]] 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.
-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.
 <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 [[synchronisation:introduction|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 center round info 60%>
+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>
-Transaction categories can be reported on, refer [[faq:how_to_report_by_invoice_category|How to report by invoice category]].
+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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-|  //  Previous:  **[[other_stuff:edit_menu |22.06. Edit menu]]** | | Next: **[[other_stuff:virtual_stores |22.08. Virtual stores]]** //  |
+|  //  Previous:  **[[other_stuff:edit_menu]]** | | Next: **[[other_stuff:virtual_stores]]** //  |
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