Sales report category properties
- Code
- Unique alpha-numeric sales report category code. Limit of 8 characters.
- Name
- Specifies the sales report category item text.
- General ledger export code
- Specifies the corresponding general ledger code that the sales report category is assigned to. General ledger codes are not defined in Smile.
- Valid from
- Specifies the start date validity of the sales report category.
If only a start date is specified Smile will view the sales report category as valid from this date onwards.
- Valid to
- Specifies the end date validity of the sales report category.
If only an end date is specified Smile will view the sales report category as valid up to this date only.
- Usage
- Specifies the type of transaction the category can be used with. A category can be assigned
multiple uses. The usage list is not customisable.
- Allow on receipts
- Allow on receipt reversals
- Allow on invoices
- Allow on invoice reversals
- Allow on credit notes
- Allow on debit notes
- Allow on credit allocations
- Allow on debit allocations
- Allow on credit transfers
- Allow on debit transfers
- Allow on surcharges
- Allow on surcharge reversals
- Allow on itemised credits
- Allow on itemised credit reversals
- Allow on itemised debits
- Allow on itemised debit reversals
- Allow on commissions
- Allow on commission reversals
- Allow on bonds
- Allow on bond reversals
- Allow on bond releases
- Allow on bond release reversals
- Allow on reimbursements
- Allow on reimbursement reversals
- Deprecate
- A Deprecated sales report category will no longer be available or visible in Smile. You can
not assign transactions against a deprecated category.
To view deprecated sales report categories clear Hide deprecated on the Sales Report Categories page.
To retrieve a sales category deprecated in error, view the category properties page and remove the Valid to date.
- Delete...
- To delete a category you have to merge the item with an existing category. Note: Merging report categories will affect previous sales reports.
- Assign Invoice items
- Specifies the invoice item associated with a sales report category.
Note: An invoice item must be created before it can be assigned to a sales report category. For more information, See Invoice items.For more information, see Assign invoice items.