other_stuff:transaction_categories

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other_stuff:transaction_categories [2019/03/28 22:52] – [Transaction categories] markother_stuff:transaction_categories [2024/01/15 06:13] (current) – [26.06. Transaction categories] Mark Glover
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-===== 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.
  
- +From the //Special// menu, choose //Transaction categories...// to see this window:
-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 //Categories// to allow you to group transactions together. +
  
 {{ :other_stuff:trans_cat_1.png?450 |}} {{ :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 |}} {{ :other_stuff:trans_cat_2.png?300 |}}
  
-The categories can be added to customercustomer 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 categoryvisible throughout mSupply. Also filterable when reporting. 
 + 
 +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 [[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>
  
-Once you have assigned categories they will show as drop-down list when you enter a new invoice or transaction.+<WRAP center round info 60%> 
 +There is '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>
  
-(In versions of mSupply prior to v1.8 categories were set in the Preferences, and there were only categories for supplier and customer invoices), and they 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.
  
-// Previous: [[other_stuff:edit_menu|The Edit Menu]]     Next: [[other_stuff:virtual_stores|Virtual stores]]//+\\ 
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  • Last modified: 2019/03/28 22:52
  • by mark