Example of a Catchall Classification Rule
You classify transactions using product groups, and you want to catch transactions that don't match the product groups already specified in classification rules.
Scenario
Create a hierarchy of classification rules to catch all related transactions. This table shows a rule hierarchy.
Rule |
Credit Category |
Qualifier |
---|---|---|
Parent Rule 1 |
Office Machines Catchall |
Product Group = Office Machines |
Rule 2, child of Rule 1 |
Copiers Product Group |
Product Group = Copiers |
Rule 3, child of Rule 1 |
Printers Product Group |
Product Group = Printers |
Rule 2 matches transactions for copiers and rule 3 matches transactions for printers. Rule 1 picks up transactions for any other product groups within the office machines product group, such as fax machines, as well as transactions for the office machines product group.