External reporting categories can be used to track things like GL codes, or league reporting at the inventory item level.
Configuring External Reporting Categories
In Configuration Records, under the Sponsorship section you will see the External Reporting Category Type this is where you will create the overall category types. Examples: GL Codes, SABR, NBA BRI.
Once you have the overall categories created you will be able to create categories for each of those types in the External Reporting Category found in the Configuration Records.
- To add what inventory items should be tied to what categories you will need to export out your inventory. On the inventory template there will be columns for each of the different category types. If you are using the categories within the different types you will put the category in the cell for the inventory item. If you are not utilizing the categories then you will just put yes or no if that inventory item is part of that type.
Note: If this is the first time you are adding an External Reporting Category your success manager may need to add the types to your inventory export.