GL Category (Window ID-131)
Window: GL Category
Description: Maintain General Ledger Categories
Help: The GL Category Window allows you to define categories to be used in journals. These categories provide a method of optionally grouping and reporting on journals.
Tab: GL Category
Description: Define General Ledger Categories
Help: The GL Category Tab defines optional identifiers for a document or journal. Each Category may be used on a document, manual journal or import
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| Name | Description | Help | Technical Data |
|---|---|---|---|
| Tenant | Tenant for this installation. | A Tenant is a company or a legal entity. You cannot share data between Tenants. | GL_Category.AD_Client_ID numeric(10) Table Direct |
| Organization | Organizational entity within tenant | An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations. | GL_Category.AD_Org_ID numeric(10) Table Direct |
| Search Key | Search key for the record in the format required - must be unique | A search key allows you a fast method of finding a particular record.
If you leave the search key empty, the system automatically creates a numeric number. The document sequence used for this fallback number is defined in the "Maintain Sequence" window with the name "DocumentNo_<TableName>", where TableName is the actual name of the table (e.g. C_Order). |
GL_Category.Value character varying(60) String |
| Name | Alphanumeric identifier of the entity | The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length. | GL_Category.Name character varying(60) String |
| Print Text | The label text to be printed on a document or correspondence. | The Label to be printed indicates the name that will be printed on a document or correspondence. The max length is 2000 characters. | GL_Category.PrintName character varying(60) String |
| Description | Optional short description of the record | A description is limited to 255 characters. | GL_Category.Description character varying(255) String |
| Active | The record is active in the system | There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.
There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries. |
GL_Category.IsActive character(1) Yes-No |
| Document Base Type | Logical type of document | The Document Base Type identifies the base or starting point for a document. Multiple document types may share a single document base type. | GL_Category.DocBaseType character(3) List |
| Default | Default value | The Default Checkbox indicates if this record will be used as a default value. | GL_Category.IsDefault character(1) Yes-No |
| Category Type | Source of the Journal with this category | The Category Type indicates the source of the journal for this category. Journals can be generated from a document, entered manually or imported. | GL_Category.CategoryType character(1) List |
Tab: Translation
Description:
Help:
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| Name | Description | Help | Technical Data |
|---|---|---|---|
| Tenant | Tenant for this installation. | A Tenant is a company or a legal entity. You cannot share data between Tenants. | GL_Category_Trl.AD_Client_ID numeric(10) Table Direct |
| Organization | Organizational entity within tenant | An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations. | GL_Category_Trl.AD_Org_ID numeric(10) Table Direct |
| GL Category | General Ledger Category | The General Ledger Category is an optional, user defined method of grouping journal lines. | GL_Category_Trl.GL_Category_ID numeric(10) Search |
| Language | Language for this entity | The Language identifies the language to use for display and formatting | GL_Category_Trl.AD_Language character varying(6) Table |
| Translated | This column is translated | The Translated checkbox indicates if this column is translated. | GL_Category_Trl.IsTranslated character(1) Yes-No |
| Active | The record is active in the system | There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.
There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries. |
GL_Category_Trl.IsActive character(1) Yes-No |
| Name | Alphanumeric identifier of the entity | The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length. | GL_Category_Trl.Name character varying(60) String |
| Print Text | The label text to be printed on a document or correspondence. | The Label to be printed indicates the name that will be printed on a document or correspondence. The max length is 2000 characters. | GL_Category_Trl.PrintName character varying(60) String |
