Table of Contents
About Grouping Logic
Grouping logic refers to the set of rules that determine how individual transactions are bundled together under a transaction ID (Tran ID) during the posting process. In Indigo Business the grouping logic is based on how the transaction date and the inserted Ext Ref are combined.
The Ext Ref Role in Grouping
If you want each transaction to be assigned a unique Tran ID, then each one must have a different Ext Ref specified in the line items. To achieve this, the Nominal Reference Unique setting has to be enabled. {{<----- company settings under construction. LAYOUT WILL CHANGE}}
This way, transactions can't have the same Ext Ref otherwise an error message is shown.
The Date Role in Grouping
If you want to allow transactions to have the same Ext Ref the Nominal Reference Unique setting has to be disabled. In this case, the date takes the lead and determines whether the transactions will be grouped under the same ID or not (check example 1 and 2 in the table below).
Combinations
Below a break down of the possible combinations the system use along with the related result in terms of Tran ID:
Example | Date | Ext Ref | Transactions Result |
Same | Same | Grouped under same ID | |
2 | Different | Same | Different IDs |
3 | Same | Different | Different IDs |
4 | Same | Empty | Different IDs |
How it looks in the system 👇
*😲 Plot Twist
If two line items share the same date and Ext Ref but are separated by another unrelated line item (different Ext Ref), the resulting three transactions won't be grouped under the same Tran ID. Three different IDs will be assigned.
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