Transaction Categories - Revision history

Kamar: /* General Information */

2024-08-12T18:20:46Z

‎General Information

Mwillard at 19:27, 12 December 2023

2023-12-12T19:27:22Z

Mwillard: Mwillard moved page Gltransactioncategory to Transaction Categories

2023-12-11T20:36:38Z

Mwillard moved page Gltransactioncategory to Transaction Categories

Mwillard: Created page with "===General Information=== '''Default Menu Location''': Maintain >> System >> Rule Maintenance >> Customer Transaction Codes '''Function:''' Customer Transaction Codes are u..."

2023-12-11T20:35:51Z

Created page with "===General Information=== '''Default Menu Location''': Maintain >> System >> Rule Maintenance >> Customer Transaction Codes '''Function:''' Customer Transaction Codes are u..."

New page

===General Information===

'''Default Menu Location''': Maintain >> System >> Rule Maintenance >> Customer Transaction Codes

'''Function:''' Customer Transaction Codes are used to drive revenue to specific accounts in the general ledger.

===Customer Transaction Codes===

Customer Transaction Categories are maintained in the '''''Rule Maintenance''''' screen by selecting Customer Transaction Codes from the drop-down menu.

When Adjutant processes an order, the first 'question' is who are we selling to (this is determined by the Customer Category)?

''In order to generate an invoice, there must be at least one Customer Category setup (DEF).''

'''Code:''' The code used for the name.

'''Description:''' The name of the Customer Transaction Category.

← Older revision		Revision as of 18:20, 12 August 2024
Line 8:		Line 8:

	[[File: Transaction_Categories.png]]		[[File: Transaction_Categories.png]]
		+	[[Category:General Ledger]]

	==Transaction Category Codes==		==Transaction Category Codes==

@@ Line 1: / Line 1: @@
 ===General Information===
-'''Default Menu Location''':  Maintain >> System >> Rule Maintenance >> Customer Transaction Codes
+'''Default Menu Location'''  Maintain >> General Ledger >> Transaction Categories
-'''Function:''' Customer Transaction Codes are used to drive revenue to specific accounts in the general ledger.
+'''URL''' GLTransactionCategory.htm
-===Customer Transaction Codes===
+'''Function''' Transaction Categories are used to determine where revenue and costs are coded in the General Ledger according the Customer and Item Transaction Categories.
-Customer Transaction Categories are maintained in the '''''Rule Maintenance''''' screen by selecting Customer Transaction Codes from the drop-down menu.
+[[File: Transaction_Categories.png]]
-When Adjutant processes an order, the first 'question' is who are we selling to (this is determined by the Customer Category)?
+==Transaction Category Codes==
-''In order to generate an invoice, there must be at least one Customer Category setup (DEF).''
+Values in the '''Item Category''' field drop-down are maintained in the Rule Maintenance screen by selecting Item Transaction Codes from the drop-down menu.
-'''Code:''' The code used for the name.
+'''1.''' Confirm the necessary Customer and Item Transaction Codes have been created in the Customer Transaction Codes and Item Transaction Codes rules on the Rule Maintenance screen.
-'''Description:'''  The name of the Customer Transaction Category.
+'''2.''' On the Transaction Categories screen, select the Customer and Item categories from the drop-down menus.

← Older revision	Revision as of 20:36, 11 December 2023
(No difference)