Grouping of Tracking Codes

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@Abeiku

When ever you generate a report (Income Statement) and select a tag, you get all transactions for which the tag was used arranged in a statement form to show profit or loss.
Tracking codes only allows for adding one code to a line item. This will allow for many and solve many problems.
For example, a user may want to assign a transaction to a sales agent and also to a division but can only select one tracking code (please don’t suggest custom feild).

At the risk of revealing how old I am, to quote a TV show, named, “Kung-Fu” from the '70’s in the US:

Seek not to know the answers, but to understand the questions.

The use of “Tags” is a linear solution…how can any system or reporting logic determine the priority or level of summary out of a set of codes that are of equal level, whether in the same sequence, or different sequences?

Tags are an answer to a question, but not the same question you implied in your statement(s):

@Abeiku

I also used to think of a feature I termed ‘Tagging’ where a user can tag a line item to an already created tag or label. The user can tag a line item with many tags. For example tag a line item to a division and tag the same line item with a tag called Patrick (Patrick Being a sales agent). You can add many tags as you wish. Tags pop up when you start typing the name.

The question is,

What organization of data are you trying to accomplish?

The organization of data is that Patrick belongs to the East Division, and you want to know how he stands amongst the Eastern Division, as well as how he compares to Stewart in the West Division.

This question cannot be solved in a linear, tag-oriented code structure (as is “Tracking Code”, and any Custom Code you wish to create under the Settings Menu)

We can resolve the “Patrick / Stewart” question with an Heirarchical Coding selection in creating “Custom Codes” (like “simple text”, “paragraph”, “drop-down”). But, you can’t build it right there, you have to use a “Settings function that creates it, saves it to a named file”, which can then be selected and attached to a Custom Code in an input form.

How does it work???

Simple. In an Hierarchy of Codes, every code (e.g., “child” has one, and only one, parent, except one…the ultimate great-great-grand-parent, or what ever you want use to visualize the box and wire diagram it creates. To emphasize…

• Any parent, regardless of level in the structure, can have many children, but not less than two, because that does not make sense to have a parent of one data set and a child share the same dataset?
• No child may have more than one parent.

Graphically, it is a Box & Wire Diagram, typically seen as a Work Breakdown Structure (WBS). Codewise, it is 2 boxes, one for entering a new child code, another to select it’s parent…one and only one. You may have a window next to it to show the whole structure, using indents to define Parent-Child relationships, but it still requires planning, patience, and in some instances a sharp stick (old deer hunting joke) before wildly slamming codes into a hierarchy.

Need an Hiearchical code structure to place Patrick and Stewart into a Global Sales Organization? Create a structure to define the Corporate organization.

Presto! You have the OBS! See where this is heading? Instead of gazillions of Tracking Codes, Tags, or Custom Codes, a few simple heirarchies organize complex data into understandable summary levels in reporting. And, it is fundamental to structuring a “Job Cost” module. And "Themes can help tremendously to visually distinguish between Regions or Orgs (Don’t go too overboard with that statement).

That was my emphasis in resurrecting the thread. And you’re absolutely right, Manager does not do this yet. But it is not that far-fetched as to be way down the development roadmap.

I appreciate your response!