Category Group
A category group gathers categories and carries their Category Indicator, the kind of cost or revenue the categories in it stand for.
What it is for
Every Category belongs to one group. The indicator is set when the group is created and cannot be changed afterwards; screens that list categories show the group and its indicator next to each one.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Category Group | The code that identifies the category group. You type it on New, before Create. | Required. A short code; it cannot be changed once the record exists. |
| Name | The name of the category group, shown next to the code wherever it is picked. | Required. |
| Category Indicator | The kind of cost or revenue the group’s categories are. | Required. Pick from the fixed list; locked after the first save. |
| Block | Stops the category group from being used. | Tick to block. A blocked record drops out of the pick lists other screens use. |
How to configure it
The screen allows import, so a long list can be loaded from a file instead of typed. Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.
What it is connected to
- Picked on these company setup screens: Category.
If something looks wrong
- Save refuses because the code already exists. Codes are unique. Open the existing record from the list instead, or pick another code.