Rice Lake TransAct 3.5 - Manual (Page 49)

Categories Admin
50 Version 3.5
Categories
To create and edit items in a category, select Admin | Categories . A category groups transactions for
reporting purposes. Categories also serve as a means for applying rate codes and rate table codes.
Using Categories
A maximum of four categories can be defined in the TransAct initialization file ( TRANSACT.INI ) . One
category is designated as the category in which product rates are attached. Another category is
designated for storing additional rate table names.
Category names can be customized to match an organization’s naming preferences. For example, an
organization may refer to their product category listing as
Material, Product, Refuse, Rock , Grain, etc.
Throughout this documentation, this category listing will be referred to as Material . Rates can be setup
for items in this list.
Our examples will occasionally refer to a second category named Area . This category will be used to
determine the location a material is going to or coming from. For example, a recycling center may use
Area to track which cities, townships or villages Material is coming from. Please refer to the Appendix,
Editing the TransAct Initialization File, for more information and examples on customizing category
names.
Primary Category
One category must be designated as the category in which rate codes are attached. Use this category
to list charge items. For example, a landfill will charge customers for garbage, tires, appliances, etc. A
gravel pit may charge customers for sand, 3/4” rock, landscape stone, pea gravel, etc. The name of this
category is determined during installation.
Figure 30. Selecting Industry Type
If TransAct was configured as a Solid Waste Application , the category was named Refuse. If TransAct
was configured as a General Application , the category was named Material. The name of this category
can be changed by editing the TransAct initialization file. Please refer to the section [Category 1-4] on
page 186 of the Appendix for more information.