Rice Lake TransAct 3.5 - Manual (Page 53)

Categories Admin
54 Version 3.5
Additional Category Tables
Additional category tables may be used to help track additional transaction information for reporting
purposes. For example, a solid waste operation may wish to track the city, township, or village where
items are coming from or an aggregate operation may wish to track the county the material is going to.
To turn on the other two category tables, the TransAct initialization file must be edited. Please refer to
the Appendix,
Editing the TransAct Initialization File, for more information.
Once a category table has been defined, the name of the table appears in the Admin | Category pull-down
menu.
Each item must have a Code and Description , just like the primary category table. Enter a code and
description for the item. To save the item, click the Save button.
A default item can be selected by checking the Default Area options box. The default selected for an
individual customer account will override this setting.
To view a list of items in any category, click the Find button. To return to the category window, select
an item or click the Done button.
Sub-Categories
Each category can have one or two subcategories. Subcategories are also defined in the initialization
file. Subcategories help group category items for reporting purposes.
In the following example, a category called Area has been setup. This table will list the city, township
or village where material is coming from. A subcategory for the Area table called Type has been setup
to help define the different types of areas; City, Township, Village or Other
Select the type of area from the Type drop-down list.
Figure 35. Sub-Category Field
To save an item, click the Save button. To cancel any changes, click the Undo button.