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.