Transaction Categories
The "Transaction Type" in all business objects including finance, accounting, current transaction, budget transaction, costing and stock movement is the main structure where the rules and authorities are connected. No transactions involving money or stock can be made in Workcube without defining transaction categories. Process categories screens running under BPM are used to list, add and update Process Categories. Background processes associated with the "Process Category" are organized. On the screens with "Transaction Type", the user clicks a single save or update button. This click causes a lot of action in the background. By creating record sets, records are added to the database or updates are made.
Transaction Categories Functions
- One-click background current, accounting, budget, stock, cost movement
- Transaction-based user authorization
- Determining e-Ledger document type and payment method in a single transaction
- Determining e-Invoice scenario, invoice type in a single transaction
- Showing and performing transactions on the Website
- Customization with Display and Action File
Transaction Categories Module Functions
- Operation Categories
Before Use
- General settings are checked.
- Transaction categories are configured.
- Authorities are granted.
- Module Authorizations
- Transaction Categories Authorizations
- XML settings are made.
Feedback
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Transaction Categories Transfer
Transaction Categories Transfer screen is used by businesses that have more than one company to transfer the transaction categories they are currently using to other companies defined in the system. This screen provides convenience during intensive and important tasks such as new company opening and implementation, and helps to use transactions smoothly in newly opened companies.
Sequential Processes (Background Processes)
Sequential Transactions enable cost, accounting and budget transactions in invoices to run in the background at a specified time or period.
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1.7. Customization Options
There are different customization options on Workcube. These options can expand or simplify the application. With customization, a single Workcube works in endless variations. Especially for support activities such as usage assistance and error reporting, customization detail and depth have a critical role.
Transaction Categories
There are "Transaction Type" definitions in all business objects that include finance, accounting, current transaction, budget transaction, costing and stock movement.