Why:

Category codes are used to indicate different types of sale, for example internal, external, warranty etc.

 

Where:

From the Fusion Control Files View, select Category Code. This will display the Category Code window.

 

How to Add Edit and Delete Category Codes:

In the Category Code window, new codes can be created and existing codes opened, viewed, amended as well as deleted. Standard codes that must exist are listed below:

 

Category Code	Purpose / Description
E	External
I	Internal
M	For Contract maintenance
S	For Service claim
W	For warranty

Other codes should be added with caution and only after consultation with your Fusion support organisation.

If your market uses automatic consumables, then additional fields will be displayed when creating or changing category records. The ‘Auto Consumables Calculation Value %’ indicates the percentage consumable for this category, based on the auto consumables calculation terms parameter. The ‘Operation Number’ is a unique operation number for automatic consumables, which must be set up in the VST file. The text in the VST file will be what’s required on the invoice print and the account code in the VST will ensure that the value is posted to the accounting interface as normal. If you occasionally want to add consumables to a category manually at order completion, then the operation number must be filled in, even though the other fields are blank.

The minimum and maximum values allow you to set either a minimum or a maximum value when a calculation value % is used, or to use a fixed price if a calculation value % is not used.

Three parameters control whether auto consumables are active, whether they should apply to credit notes and what the calculation should take place on. To apply auto consumables to an invoice, a local VST must be set up.

 

Related Topics:

See the Parts & Workshop Orders Chapter.