Defining Category Codes

Define category codes to speed up manually entered transactions. In this procedure, you will enter default general ledger accounts and distributions, and optionally, activity and tax information.

To define category codes

  1. Access Category (AR15.4).
  2. Select a category code and general ledger account distributions. Use the following guidelines to enter field values:
    Ovrd (Override)

    If you want to allow the accounting unit to be overridden, select No in the Ovrd column. Select Yes if you want to prevent the accounting unit from being overridden.

    Activity

    Select Posting Activities or GL Only Activities. Activities are the processes or procedures that produce work. Cost objects (products, services, customers, and so on) are the reasons for performing the activity.

    Exm (Exempt)

    Select whether the category code is tax exempt or taxable. This is used by the Order Entry application.

    Tax

    If you selected Taxable in the Tax Exempt field, select the tax code for the category code.

    Line Type

    You can select either Goods or Services as the inventory type for the line. This will flow to the GL distribution record created for the invoice using the category code.

Related Reports and Inquiries

To Use
List category codes

Operational Setup 2 (AR215).

Select Category in the Report Option field.