Configuring Transaction Code Subgroups

Transaction codes are linked to a subgroup, a transaction subgroup is then linked to a transaction-group. For each transaction group, you must have at least one transaction subgroup. Tax generates can be defined at the subgroup level per property and will be inherited by all transaction codes linked to the subgroup.

Adding Transaction Code Subgroups

1. From the Administration menu, select Financial, select Transaction Management, and then select Transaction Subgroups.

2. Click the vertical ellipsis and then click New and complete the following fields:

   1. Code : Enter an alpha-numeric code.

   2. Description : Enter a description of the transaction code group.

   3. Transaction Group : Select a transaction group from the list.

      You must link the subgroup to a transaction group. After you link to a group, the Type field value will display the group’s transaction code type: Revenue (Sales), Payment, or Wrapper.

   4. Optionally, enter a display sequence to determine or order of this subgroup when it appears in a list.

3. Click Save.

Editing Transaction Code Subgroups

1. From the Administration menu, select Financial, select Transaction Management, and then select Transaction Subgroups.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis and select Edit.

4. Make the desired changes.

5. Click Save.

Deleting Transaction Code Subgroups

1. From the Administration menu, select Financial, select Transaction Management, and then select Transaction Subgroups.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis and select Delete.

4. To confirm, click Delete.