Page History: Transaction Categories
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Page Revision: Thu, 21 Jul 2011 08:52
General Information
Default Menu Location: Maintain >> General Ledger >> Transaction Categories
Screen Name: CUSTCAT
Function: Transaction Categories are used to determine where revenue and costs are coded in the general ledger according the customer and item transaction categories.
 Transaction Categories - Click for full size |
Customer Transaction Categories are maintained in the
Rule Maintenance screen by selecting Customer Transaction Codes from the drop-down menu.
Item Transaction Categories are maintained in the
Rule Maintenance screen by selecting Item Transaction Codes from the drop-down menu.
Transaction Category Setup
To set up a new transaction category, select the customer and item categories from the drop-down menus and click
Load.
Enter the GL account numbers for revenue and COGS.
The account number structure must match your GL account structure.
This is called the GL Mask and must be set up in the
CID Maintenance screen prior to entering the account numbers.
