Difference between revisions of "Transaction Categories"
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(Created page with "===General Information=== '''Default Menu Location''': Maintain >> System >> Rule Maintenance >> Customer Transaction Codes '''Function:''' Customer Transaction Codes are u...") |
m (Mwillard moved page Gltransactioncategory to Transaction Categories) |
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Revision as of 14:36, 11 December 2023
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.