Configuring Transaction Code Groups

Transaction groups are required for defining the transaction code type for transaction codes linked to the group via a subgroup. You can define tax generates at the group level per property; all transaction codes linked to the group will inherit the generates in the group.

Adding Transaction Code Groups

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

   Note:

   When the multiproperty OPERA Control is active, new Transaction Groups can only be created by clicking the Template tab. Once created, you can copy the configuration to specific properties using the Copy action. For more information, see Copying Configuration Codes to Multiple Properties.

2. Click New and complete the following:

   1. Property: Enter or select the property.

   2. Type

      1. Revenue: Defines the group as Sales (revenue and non-revenue) Charges.

      2. Payment: Defines the group as Payment.

      3. Wrapper: Defines the group as Wrapper (package). Only 1 group is required.

   3. Code : Enter an alpha-numeric code.

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

   5. Sequence: Enter a display sequence for the code when displayed as a list.

   6. Click Save or click Save and Add Generates to configure tax generates. For more information, see Tax Generates.

Editing Transaction Code Groups

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

2. Enter search criteria and click Search.

3. Select the transaction group, then click the vertical ellipsis Actions and select Edit.

4. Make the required changes.

5. Click New to configure tax generates on the transaction group. For more information, see Tax Generates.

6. Click Save.

Deleting Transaction Code Groups

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

2. Enter search criteria and click Search.

3. Select the transaction group, then click the vertical ellipsis Actions and select Delete.

4. Click Delete to confirm.